Burford Brothers, Inc.

CIK

2001434

Location

DALLAS, TX

Portfolio Value

Small $176,629,781

Diversification

Diversified

Filing Date

Global Rank

#4,145 / 8,232 ▲ 215

Top Industry

Consumer Electronics 10.5%

3Y Alpha vs SPY

-1.9%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.3%

SPY

+52.9%

Annualised alpha

-1.9%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

132 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.3%

−0.7 pts

Top 5

29.5%

−2.1 pts

Top 10

41.2%

−2.9 pts

HHI

280

Diversified−30

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.5%	$41,420,612	17
Financial Services	15.8%	$27,858,995	24
Consumer Cyclical	11.1%	$19,655,002	12
Energy	10.6%	$18,769,628	14
Healthcare	9.2%	$16,259,511	14
Consumer Defensive	8.4%	$14,764,173	13
Industrials	8.2%	$14,417,052	12
Communication Services	4.4%	$7,690,054	6
Utilities	2.8%	$5,022,079	5
Unclassified	2.2%	$3,812,368	5
Real Estate	2.0%	$3,540,328	4
Basic Materials	1.9%	$3,419,979	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VMO	Invesco Municipal Opportunity Trust	+20,040	48,690	$463,041
VGM	Invesco Trust for Investment Grade Municipals	+18,796	46,421	$458,175
NVG	Nuveen AMT-Free Municipal Credit Income Fund	+15,048	37,778	$465,802
JNJ	Johnson & Johnson	+6,595	15,556	$3,802,508
BKE	Buckle Inc	+4,684	21,122	$1,063,703
OHI	Omega Healthcare Investors Inc	+4,368	36,930	$1,618,272
OZK	Bank OZK	+3,804	19,688	$903,482
ET	Energy Transfer LP	+3,767	80,853	$1,560,462
BTC	Grayscale Bitcoin Mini Trust ETF	+3,093	8,908	$267,150
BKH	Black Hills Corp /Sd/	+2,437	15,120	$1,049,479
QCOM	Qualcomm Inc/De	+2,103	6,262	$806,420
TSN	Tyson Foods, Inc.	+1,788	12,390	$793,827
MPLX	Mplx LP	+1,441	18,890	$1,078,052
MRK	Merck & Co., Inc.	+927	10,123	$1,217,695
TGT	Target Corp	+885	8,570	$1,038,684
BHP	BHP Group Ltd	+551	12,628	$918,560
F	Ford Motor Co	+485	60,139	$694,004
NNN	Nnn REIT, Inc.	+453	29,360	$1,234,000
ANET	Arista Networks, Inc.	+451	3,831	$470,370
SNA	Snap-on Inc	+413	2,231	$810,343
XOM	Exxon Mobil Corp	+385	41,266	$7,001,189
UNH	Unitedhealth Group Inc	+363	2,738	$740,875
CRM	Salesforce, Inc.	+362	3,323	$620,304
AMZN	Amazon Com Inc	+350	23,398	$4,873,101
COIN	Coinbase Global, Inc.	+344	7,206	$1,258,239
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABEV	Ambev S.A.	−146,522	422,029	$1,232,324
MO	Altria Group, Inc.	−9,823	40,824	$2,693,975
DMLP	Dorchester Minerals, L.P.	−6,254	29,896	$810,181
CF	CF Industries Holdings, Inc.	−5,890	6,527	$847,465
RIO	Rio Tinto PLC	−4,054	9,917	$925,156
VZ	Verizon Communications Inc	−2,763	40,513	$2,033,752
NXDT	Nexpoint Diversified Real Estate Trust	−2,729	19,557	$91,331
GLD	Spdr Gold Trust	−1,156	881	$379,085
TEVA	Teva Pharmaceutical Industries Ltd	−1,145	146,370	$4,408,664
NVO	Novo Nordisk A S	−1,004	9,794	$359,929
SPY	Spdr S&P 500 ETF Trust	−876	3,971	$2,582,500
GM	General Motors Co	−553	6,268	$466,966
GD	General Dynamics Corp	−499	2,658	$912,278
FE	Firstenergy Corp	−409	6,724	$340,637
GOOGL	Alphabet Inc.	−277	3,056	$878,783
AAPL	Apple Inc.	−136	71,517	$18,150,299
TSLA	Tesla, Inc.	−102	22,258	$8,274,411
RTX	RTX Corp	−73	5,505	$1,061,914
BRK-B	Berkshire Hathaway Inc	−66	23,497	$11,259,762
ABT	Abbott Laboratories	−61	3,270	$335,730
WSM	Williams Sonoma Inc	−47	3,648	$665,139
SPGI	S&P Global Inc.	−45	749	$318,579
V	Visa Inc.	−30	2,659	$803,656
PHM	Pultegroup Inc/Mi/	−25	2,463	$289,673
DE	Deere & Co	−24	441	$248,415
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp/Oh/	6,816	$1,351,203
NFG	National Fuel Gas Co	12,495	$1,174,030
KT	Kt Corp	42,019	$901,307
APH	Amphenol Corp /De/	5,781	$730,429
LMT	Lockheed Martin Corp	474	$286,480
PFN	PIMCO Income Strategy Fund II	40,760	$280,836
EDD	Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.	48,860	$247,720
TE	T1 Energy Inc.	14,950	$65,630
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	14,627	$1,174,255
HBAN	Huntington Bancshares Inc /Md/	42,250	$733,037
CMCSA	Comcast Corp	19,091	$534,798
OMC	Omnicom Group Inc.	6,033	$487,164
PRGO	PERRIGO Co plc	34,803	$484,457
SWKS	Skyworks Solutions, Inc.	6,238	$395,551
MMU	Western Asset Managed Municipals Fund Inc.	36,100	$376,884
MLI	Mueller Industries Inc	2,862	$328,557
CMC	COMMERCIAL METALS Co	4,716	$326,441
RGLD	Royal Gold Inc	936	$208,063
MUA	Blackrock Muniassets Fund, Inc.	17,500	$187,425
PMM	Putnam Managed Municipal Income Trust	25,850	$162,079
NGD	New Gold Inc. /FI	11,235	$97,856
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

132 positions · $176,629,781 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 132 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	71,517	-136	$18,150,299	−6.8%	10.28%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,497	-66	$11,259,762	−4.9%	6.37%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	22,258	-102	$8,274,411	−17.7%	4.68%
MSFT	Microsoft Corp Technology	Added	20,227	+251	$7,487,428	−22.5%	4.24%
XOM	Exxon Mobil Corp Energy	Added	41,266	+385	$7,001,189	+42.3%	3.96%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,398	+350	$4,873,101	−8.4%	2.76%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Reduced	146,370	-1,145	$4,408,664	−4.2%	2.50%
JNJ	Johnson & Johnson Healthcare	Added	15,556	+6,595	$3,802,508	+105.0%	2.15%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,863	-15	$3,783,780	−8.8%	2.14%
FSLR	First Solar, Inc. Technology	Added	19,131	+51	$3,773,781	−24.3%	2.14%
GEV	GE Vernova Inc. Industrials	Added	3,860	+2	$3,369,394	+33.6%	1.91%
GE	General Electric Co Industrials	Added	11,856	+50	$3,364,377	−7.5%	1.90%
META	Meta Platforms, Inc. Communication Services	Added	5,802	+181	$3,319,498	−10.5%	1.88%
WMT	Walmart Inc. Consumer Defensive	Added	23,761	+199	$2,953,017	+12.5%	1.67%
VST	Vistra Corp. Utilities	Added	19,284	+185	$2,898,963	−5.9%	1.64%
CAT	Caterpillar Inc Industrials	Added	4,025	+33	$2,851,551	+24.7%	1.61%
MO	Altria Group, Inc. Consumer Defensive	Reduced	40,824	-9,823	$2,693,975	−7.8%	1.53%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,971	-876	$2,582,500	−21.9%	1.46%
ABBV	AbbVie Inc. Healthcare	Added	10,714	+69	$2,330,187	−4.2%	1.32%
VZ	Verizon Communications Inc Communication Services	Reduced	40,513	-2,763	$2,033,752	+15.4%	1.15%
NVDA	Nvidia Corp Technology	Added	11,419	+237	$1,991,473	−4.5%	1.13%
CVX	Chevron Corp Energy	Added	9,260	+153	$1,915,894	+38.0%	1.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	12,846	+301	$1,855,476	+3.2%	1.05%
KO	Coca Cola Co Consumer Defensive	Added	24,182	+29	$1,839,041	+8.9%	1.04%
MTDR	Matador Resources Co Energy	Added	26,798	+225	$1,693,097	+50.1%	0.96%
ASA	ASA Gold & Precious Metals Ltd Financial Services	Held	27,210	0	$1,687,836	+4.0%	0.96%
OHI	Omega Healthcare Investors Inc Real Estate	Added	36,930	+4,368	$1,618,272	+12.1%	0.92%
ASML	Asml Holding NV Technology	Added	1,191	+68	$1,573,108	+30.9%	0.89%
ET	Energy Transfer LP Energy	Added	80,853	+3,767	$1,560,462	+22.8%	0.88%
TXN	Texas Instruments Inc Technology	Added	7,274	+122	$1,412,174	+13.8%	0.80%
IBM	International Business Machines Corp Technology	Added	5,746	+82	$1,392,772	−17.0%	0.79%
PGR	Progressive Corp/Oh/ Financial Services	NEW	6,816	NEW	$1,351,203	NEW	0.76%
COIN	Coinbase Global, Inc. Financial Services	Added	7,206	+344	$1,258,239	−18.9%	0.71%
NNN	Nnn REIT, Inc. Real Estate	Added	29,360	+453	$1,234,000	+7.7%	0.70%
ABEV	Ambev S.A. Consumer Defensive	Reduced	422,029	-146,522	$1,232,324	−12.2%	0.70%
MRK	Merck & Co., Inc. Healthcare	Added	10,123	+927	$1,217,695	+25.8%	0.69%
AXP	American Express Co Financial Services	Added	3,921	+67	$1,186,024	−16.8%	0.67%
NFG	National Fuel Gas Co Energy	NEW	12,495	NEW	$1,174,030	NEW	0.66%
AMGN	Amgen Inc Healthcare	Added	3,206	+38	$1,128,031	+8.8%	0.64%
MPLX	Mplx LP Energy	Added	18,890	+1,441	$1,078,052	+15.8%	0.61%
BKE	Buckle Inc Consumer Cyclical	Added	21,122	+4,684	$1,063,703	+21.1%	0.60%
RTX	RTX Corp Industrials	Reduced	5,505	-73	$1,061,914	+3.8%	0.60%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,409	+8	$1,059,483	+1.9%	0.60%
BKH	Black Hills Corp /Sd/ Utilities	Added	15,120	+2,437	$1,049,479	+19.2%	0.59%
TGT	Target Corp Consumer Defensive	Added	8,570	+885	$1,038,684	+38.3%	0.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,932	+183	$990,869	+18.6%	0.56%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	5,733	-1	$947,894	+3.1%	0.54%
RIO	Rio Tinto PLC Basic Materials	Reduced	9,917	-4,054	$925,156	−17.3%	0.52%
BHP	BHP Group Ltd Basic Materials	Added	12,628	+551	$918,560	+26.0%	0.52%
GD	General Dynamics Corp Industrials	Reduced	2,658	-499	$912,278	−14.2%	0.52%