Burford Brothers, Inc.

Holdings as of 2026-06-30, filed 2026-07-28

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 28 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
182
Value reported by manager
$272.5M
Sum of our stored positions
$272.5M
should match the line above
Disclosure lag
28 d
quarter end to filing
Top 5 concentration
25.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

182 largest shown
IssuerClassValueSharesTypeCUSIP
APPLE INCCOM$21.1M72,811037833100
CAPITAL GROUP CORE EQUITY ETSHS CREAT UNIT$16.5M370,12514020V108
BERKSHIRE HATHAWAY INC DELCL B NEW$11.9M23,716084670702
JANUS DETROIT STR TRHENDRSN SHRT ETF$11M224,69547103U886
CAPITAL GROUP GROWTH ETFSHS CREAT UNIT$9.9M208,99914020G101
TESLA INCCOM$9.5M22,51788160R101
MICROSOFT CORPCOM$7.8M20,893594918104
CAPITAL GROUP GBL GROWTH EQTSHS CREAT UNIT$7M164,75514020X104
EXXON MOBIL CORPCOM$5.7M41,76830231G102
AMAZON COM INCCOM$5.7M23,782023135106
TEVA PHARMACEUTICAL INDS LTDSPONSORED ADS$5M147,536881624209
ALPHABET INCCAP STK CL C$4.7M13,18502079K107
GE VERNOVA INCCOM$4.6M3,89336828A101
FIRST SOLAR INCCOM$4.5M19,228336433107
GE AEROSPACECOM NEW$4.5M11,978369604301
CATERPILLAR INCCOM$4.4M4,122149123101
JPMORGAN CHASE & COCOM$4.3M13,09246625H100
META PLATFORMS INCCL A$3.3M5,90730303M102
VISTRA CORPCOM$3.1M19,40792840M102
STATE STR SPDR S&P 500 ETF TTR UNIT$2.9M3,89278462F103
CAPITAL GROUP CORE BALANCEDSHS$2.8M73,34714021D107
ABBVIE INCCOM$2.7M10,77000287Y109
WALMART INCCOM$2.7M23,921931142103
FERMI INCCOM$2.7M294,416314911108
NVIDIA CORPORATIONCOM$2.6M13,04767066G104
ASML HLDG NVN Y REGISTRY SHS$2.4M1,210N07059210
ALTRIA GROUP INCCOM$2.4M32,89102209S103
JOHNSON & JOHNSONCOM$2.3M9,209478160104
CAPITAL GROUP INTL FOCUS EQTSHS CREAT UNIT$2.3M65,61114019W109
TEXAS INSTRS INCCOM$2.2M7,294882508104
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT$2.1M41,98714020W106
CONSOLIDATED EDISON INCCOM$2.1M18,605209115104
PROCTER & GAMBLE COCOM$2M13,514742718109
COCA COLA COCOM$2M24,262191216100
VERIZON COMMUNICATIONS INCCOM$2M46,37192343V104
PROGRESSIVE CORPCOM$1.9M8,498743315103
OMEGA HEALTHCARE INVS INCCOM$1.8M36,921681936100
INTERNATIONAL BUSINESS MACHSCOM$1.7M5,897459200101
CHEVRON CORPORATIONCOM$1.5M9,323166764100
ENERGY TRANSFER L PCOM UT LTD PTN$1.5M80,58129273V100
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$1.4M2,986874039100
ASA GOLD AND PRECIOUS MTLS LSHS$1.4M27,210G3156P103
MPLX LPCOM UNIT REP LTD$1.4M24,87555336V100
BRISTOL-MYERS SQUIBB COCOM$1.4M23,457110122108
AMERICAN EXPRESS COCOM$1.3M3,973025816109
ISHARES TRTRUST ISHARE 0-1$1.3M11,962464288679
DORCHESTER MINERALS L PCOM UNIT$1.3M51,76125820R105
MATADOR RES COCOM$1.3M25,341576485205
NNN REIT INCCOM$1.3M26,995637417106
AMPHENOL CORPCL A$1.2M6,987032095101
ALPHABET INCCAP STK CL A$1.2M3,36802079K305
AMGEN INCCOM$1.2M3,252031162100
UNITEDHEALTH GROUP INCCOM$1.2M2,79991324P102
TARGET CORPCOM$1.1M8,24787612E106
COINBASE GLOBAL INCCOM CL A$1.1M7,32619260Q107
ELI LILLY & COCOM$1.1M890532457108
BHP BILLITON LIMITEDSPONSORED ADS$1.1M12,710088606108
GENERAL DYNAMICS CORPCOM$1M2,951369550108
PHILIP MORRIS INTL INCCOM$1M5,768718172109
RTX CORPORATIONCOM$1M5,48075513E101
BANK OZK LITTLE ROCK ARKCOM$1M19,62406417N103
ISHARES TR20 YR TR BD ETF$995K11,514464287432
SELECT SECTOR SPDR TRST STR TECHN ETF$974.7K5,11681369Y803
SELECT SECTOR SPDR TRST STR INDL ETF$973.2K5,25481369Y704
VISA INCCOM CL A$956.9K2,78992826C839
BLACK HILLS CORPCOM$943.1K12,675092113109
MCDONALDS CORPCOM$930K3,441580135101
HOME DEPOT INCCOM$928.9K2,634437076102
JANUS DETROIT STR TRHENDRSON AAA CL$919.9K18,22047103U845
SELECT SECTOR SPDR TRST STR STAPL ETF$894.3K10,76681369Y308
RIO TINTO PLCSPONSORED ADR$865.7K9,119767204100
CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR$846K30,95414020Y300
FORD MTR COCOM$841.4K60,533345370860
CHUBB LIMITEDCOM$836.2K2,454H1467J104
SELECT SECTOR SPDR TRST STR ENERG ETF$830.8K15,64381369Y506
LAS VEGAS SANDS CORPCOM$815.3K17,651517834107
AMBEV SASPONSORED ADR$782.6K249,24802319V103
BLACKROCK INCCOM$774.4K80509290D101
STARBUCKS CORPCOM$773.2K7,567855244109
BUCKLE INCCOM$763.4K18,090118440106
SPACE EXPLORATION TECHN CORPCLASS A COM STK$753K4,40784615Q103
SELECT SECTOR SPDR TRST STR UTIL ETF$751.6K16,57881369Y886
KT CORPSPONSORED ADR$733K42,42048268K101
SABINE RTY TRUNIT BEN INT$732K10,000785688102
APTARGROUP INCCOM$730.6K5,835038336103
TYSON FOODS INCCL A$729.2K12,738902494103
PHILLIPS 66COM$699.8K4,140718546104
SELECT SECTOR SPDR TRST STR CARE ETF$688.9K4,34281369Y209
ARISTA NETWORKS INCCOM SHS$688.2K4,051040413205
GOLDMAN SACHS ETF TRULTR SHOR BD ETF$686.7K13,577381430230
SELECT SECTOR SPDR TRST STR SVC ETF$686.6K6,40981369Y852
HOWMET AEROSPACE INCCOM$686.4K2,553443201108
NEXPOINT RESIDENTIAL TR INCCOM$685.7K24,55965341D102
BROADCOM INCCOM$668.6K1,77011135F101
SELECT SECTOR SPDR TRST STR REAL ETF$666K15,12781369Y860
CISCO SYS INCCOM$662.3K5,63917275R102
SELECT SECTOR SPDR TRST STR DISCR ETF$657.2K5,60481369Y407
SELECT SECTOR SPDR TRST STR FINL ETF$648.6K12,09881369Y605
VANGUARD INDEX FDSS&P 500 ETF SHS$642.7K936922908363
SNAP ON INCCOM$621.6K1,545833034101
SKYWORKS SOLUTIONS INCCOM$620.2K9,14883088M102
GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK$562.9K8,79436266G107
SELECT SECTOR SPDR TRST STR MATER ETF$527.5K10,37881369Y100
SALESFORCE INCCOM$525.5K3,35479466L302
CAPITAL GRP FIXED INCM ETF TSHORT DURATION$519.8K20,20314020Y409
APPLIED MATLS INCCOM$514.7K712038222105
UNION PAC CORPCOM$510.5K1,877907818108
PALANTIR TECHNOLOGIES INCCL A$508.7K4,36069608A108
BP PLCSPONSORED ADR$493.4K13,352055622104
INVESCO TR INVT GRADE MUNSCOM$492.1K46,42146131M106
SPDR GOLD TRGOLD SHS$487.7K1,32478463V107
NUVEEN AMT FREE MUN CR INC FCOM$483.6K37,77867071L106
INVESCO MUN OPPORTUNIT TRCOM$480.6K48,69046132C107
GENERAL MTRS COCOM$479.7K6,22337045V100
NOVO-NORDISK A SADR$469.5K9,794670100205
SCHWAB STRATEGIC TRFUNDAMENTAL US L$454.9K14,627808524771
BRINKER INTL INCCOM$445.5K2,652109641100
COSTCO WHOLESALE CORPORATIONCOM$423.2K45222160K105
REPUBLIC SVCS INCCOM$414.2K1,944760759100
RALPH LAUREN CORPCL A$410.6K1,023751212101
BROOKFIELD RENEWABLE ENERGYPARTNERSHIP UNIT$398.4K11,472G16258108
AUTOMATIC DATA PROCESSING INCOM$388.2K1,733053015103
ENTERPRISE PRODS PARTNERS LCOM$388.2K10,559293792107
PEPSICO INCCOM$380.5K2,810713448108
CONOCOPHILLIPSCOM$368.9K3,54820825C104
ISHARES INCCORE MSCI EMKT$364.6K4,40146434G103
INVESCO QQQ TRUNIT SER 1$341.7K46446090E103
PULTE GROUP INCCOM$337.5K2,460745867101
DISNEY WALT COCOM$328.3K3,411254687106
UNITED STS COMMODITY INDEX FCOMM IDX FND$324.3K3,501911717106
PIMCO ETF TRINTER MUN BD ACT$323.4K6,14972201R866
PIMCO ETF TRENHAN SHRT MA AC$322.3K3,19772201R833
FIRSTENERGY CORPCOM$317.8K6,684337932107
S&P GLOBAL INCCOM SHS$312.8K76878409V112
EATON VANCE TAX-MANAGED DIVECOM$311.2K21,40027828N102
SCHWAB STRATEGIC TRUS DIVIDEND EQ$307.4K9,694808524797
ISHARES TRRUSSELL 2000 ETF$307.2K1,022464287655
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF$306.1K3,457922042874
ABBOTT LABORATORIESCOM$301.5K3,323002824100
INTERCONTINENTAL EXCHANGE INCOM$298.4K2,42445866F104
NOKIA CORPSPONSORED ADR$291.5K21,950654902204
PIMCO INCOME STRATEGY FD IICOM$290.6K40,76072201J104
NUVEEN MUN CR INCOME FDCOM SH BEN INT$289.7K22,85067070X101
MORGAN STANLEY EMERGING MKTSCOM$287.3K48,860617477104
ISHARES U S ETF TRSHOR DURA BD ETF$286.4K5,65446431W507
AMERICAN CENTY ETF TRDIVERSIFID CRP$284.1K6,065025072109
DEERE & COCOM$282.3K445244199105
CAPITAL GRP FIXED INCM ETF TMUN INM ETF$280.1K10,19614020Y201
MERCK & CO INCCOM$277.7K2,16158933Y105
VANGUARD WORLD FDHEALTH CAR ETF$273.9K91692204A504
INTUITIVE SURGICAL INCCOM NEW$273.2K68746120E602
ISHARES INCMSCI JAPAN ETF$270.8K2,90446434G822
PFIZER INCCOM$269.9K11,207717081103
SHERWIN WILLIAMS COCOM$266.8K775824348106
NETEASE COM INCSPONSORED ADS$263.7K2,05864110W102
ENBRIDGE INCCOM$259.6K4,78929250N105
LAM RESEARCH CORPCOM NEW$257.8K595512807306
AIR PRODUCTS AND CHEMICALS ICOM$257.6K878009158106
SIBANYE STILLWATER LTDSPONSORED ADR$254.7K30,00082575P107
CAPITAL GRP FIXED INCM ETF TSHOR DUR MUN ETF$250.4K9,49014020Y607
HALLIBURTON COCOM$247.1K7,279406216101
NUCOR CORPCOM$246.8K1,108670346105
LAUDER ESTEE COS INCCL A$246.6K3,123518439104
LOCKHEED MARTIN CORPCOM$244.4K480539830109
CARDINAL HEALTH INCCOM$236.6K99614149Y108
CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM$233.7K10,48314020Y102
SOUTHWEST AIRLS COCOM$230K4,473844741108
MONDELEZ INTL INCCL A$224.1K3,874609207105
GRAYSCALE BITCOIN MINI TR ETSHS NEW$221.4K8,531389930207
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM$220.5K3,58746654Q203
INVESCO MUNI INCOME OPP TRSTCOM$214.1K34,47046132X101
VANGUARD INDEX FDSTOTAL STK MKT$213.5K577922908769
PUTNAM MUN OPPORTUNITIES TRSH BEN INT$209.7K19,900746922103
MUELLER INDS INCCOM$208.8K1,698624756102
BARRICK MNG CORPCOM SHS$205.9K5,60606849F108
EATON VANCE TAX-MANAGED BUY-COM$196.4K13,20027828Y108
EATON VANCE TAX MNGED BUY WRCOM$194.3K12,50027828X100
T1 ENERGY INCCOM NEW$141.7K14,95035834F104
NUVEEN FLOATING RATE INCOMECOM$100.2K13,07067072T108
NEXPOINT DIVERSIFIED REL ETCOM NEW$68.3K13,16365340G205
CHEGG INCCOM$37.5K37,087163092109
ROCKWELL MED INCCOM NEW$7.8K14,168774374300
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-28

Burford Brothers, Inc. — 182 positions reported for 2026Q2 — Tapewire