Burford Brothers, Inc.

CIK

2001434

Location

DALLAS, TX

Portfolio Value

Small $197,179,131

Diversification

Diversified

Filing Date

Global Rank

#1,298 / 3,203 ▲ 3187

Top Industry

Consumer Electronics 10.9%

3Y Alpha vs SPY

-1.0%

Period ended 30 days ago

Filed Jul 28, 2026 · 2d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.8%

SPY

+50.3%

Annualised alpha

-0.5%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

139 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.7%

+0.4 pts

Top 5

28.4%

−1.2 pts

Top 10

40.7%

−0.6 pts

HHI

279

Diversified−1

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$50,033,034	19
Financial Services	14.8%	$29,277,357	23
Consumer Cyclical	11.1%	$21,864,704	12
Industrials	9.9%	$19,618,001	15
Healthcare	9.1%	$17,937,193	16
Energy	8.1%	$15,955,209	13
Consumer Defensive	7.1%	$13,973,174	13
Communication Services	4.0%	$7,819,361	6
Utilities	3.4%	$6,796,002	5
Real Estate	3.3%	$6,467,322	5
Unclassified	2.2%	$4,281,563	5
Basic Materials	1.6%	$3,156,211	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DMLP	Dorchester Minerals, L.P.	+21,865	51,761	$1,306,965
BMY	Bristol Myers Squibb Co	+15,897	23,457	$1,351,592
ED	Consolidated Edison Inc	+15,437	18,605	$2,058,271
MPLX	Mplx LP	+5,985	24,875	$1,401,208
VZ	Verizon Communications Inc	+5,858	46,371	$1,963,348
NOK	Nokia Corp	+1,850	21,950	$291,496
PGR	Progressive Corp/Oh/	+1,682	8,498	$1,856,388
NVDA	Nvidia Corp	+1,628	13,047	$2,610,574
AAPL	Apple Inc.	+1,294	72,811	$21,068,590
APH	Amphenol Corp /De/	+1,206	6,987	$1,231,947
TEVA	Teva Pharmaceutical Industries Ltd	+1,166	147,536	$4,998,519
NXRT	NexPoint Residential Trust, Inc.	+690	24,559	$685,687
PG	PROCTER & GAMBLE Co	+668	13,514	$1,981,692
MSFT	Microsoft Corp	+666	20,893	$7,793,506
XOM	ExxonMobil Holdings Corp	+502	41,768	$5,710,520
GLD	Spdr Gold Trust	+443	1,324	$487,735
KT	Kt Corp	+401	42,420	$733,017
F	Ford Motor Co	+394	60,533	$841,408
AMZN	Amazon Com Inc	+384	23,782	$5,668,201
TSN	Tyson Foods, Inc.	+348	12,738	$729,250
GOOGL	Alphabet Inc.	+312	3,368	$1,203,622
AVGO	Broadcom Inc.	+308	1,770	$668,617
GD	General Dynamics Corp	+293	2,951	$1,045,362
TSLA	Tesla, Inc.	+259	22,517	$9,470,650
JPM	Jpmorgan Chase & Co	+229	13,092	$4,285,404
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABEV	Ambev S.A.	−172,781	249,248	$782,638
MRK	Merck & Co., Inc.	−7,962	2,161	$277,688
MO	Altria Group, Inc.	−7,933	32,891	$2,366,507
NXDT	Nexpoint Diversified Real Estate Trust	−6,394	13,163	$68,315
JNJ	Johnson & Johnson	−6,347	9,209	$2,338,809
BKE	Buckle Inc	−3,032	18,090	$763,398
BKH	Black Hills Corp /Sd/	−2,445	12,675	$943,020
NNN	Nnn REIT, Inc.	−2,365	26,995	$1,256,077
MTDR	Matador Resources Co	−1,457	25,341	$1,261,474
RIO	Rio Tinto PLC	−798	9,119	$865,666
SNA	Snap-on Inc	−686	1,545	$621,708
PEP	Pepsico Inc	−606	2,810	$380,474
BTC	Grayscale Bitcoin Mini Trust ETF	−377	8,531	$221,379
TGT	Target Corp	−323	8,247	$1,077,140
ET	Energy Transfer LP	−272	80,581	$1,540,708
SPY	Spdr S&P 500 ETF Trust	−79	3,892	$2,906,428
OZK	Bank OZK	−64	19,624	$1,022,214
GM	General Motors Co	−45	6,223	$479,668
FE	Firstenergy Corp	−40	6,684	$317,757
GEHC	GE HealthCare Technologies Inc.	−27	8,794	$562,903
RTX	RTX Corp	−25	5,480	$1,039,720
CB	Chubb Ltd	−16	2,454	$836,175
ICE	Intercontinental Exchange, Inc.	−10	2,424	$298,418
OHI	Omega Healthcare Investors Inc	−9	36,921	$1,760,393
PHM	Pultegroup Inc/Mi/	−3	2,460	$337,536
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
FRMI	Fermi Inc.	294,416	$2,696,850
LLY	ELI LILLY & Co	890	$1,067,492
LVS	Las Vegas Sands Corp	17,651	$815,299
SPCX	Space Exploration Technologies Corp	4,407	$752,980
ATR	Aptargroup, Inc.	5,835	$730,542
SWKS	Skyworks Solutions, Inc.	9,148	$620,234
AMAT	Applied Materials Inc /De	712	$514,776
LRCX	Lam Research Corp	595	$257,831
SBSW	Sibanye Stillwater Ltd	30,000	$254,700
NUE	Nucor Corp	1,108	$246,807
LUV	Southwest Airlines Co	4,473	$230,001
MLI	Mueller Industries Inc	1,698	$208,735
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
NFG	National Fuel Gas Co	12,495	$1,174,030
CF	CF Industries Holdings, Inc.	6,527	$847,465
QCOM	Qualcomm Inc/De	6,262	$806,420
WSM	Williams Sonoma Inc	3,648	$665,139
SPGI	S&P Global Inc.	749	$318,579
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 tracked positions · $197,179,131 total · as of Jun 30, 2026

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

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	72,811	+1,294	$21,068,590	+16.1%	10.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	23,716	+219	$11,867,249	+5.4%	6.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	22,517	+259	$9,470,650	+14.5%	4.80%
MSFT	Microsoft Corp Technology	Added	20,893	+666	$7,793,506	+4.1%	3.95%
XOM	ExxonMobil Holdings Corp Energy	Added	41,768	+502	$5,710,520	−18.4%	2.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,782	+384	$5,668,201	+16.3%	2.87%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	Added	147,536	+1,166	$4,998,519	+13.4%	2.54%
GEV	GE Vernova Inc. Industrials	Added	3,893	+33	$4,573,729	+35.7%	2.32%
FSLR	First Solar, Inc. Technology	Added	19,228	+97	$4,537,038	+20.2%	2.30%
GE	General Electric Co Industrials	Added	11,978	+122	$4,476,537	+33.1%	2.27%
CAT	Caterpillar Inc Industrials	Added	4,122	+97	$4,389,517	+53.9%	2.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,092	+229	$4,285,404	+13.3%	2.17%
META	Meta Platforms, Inc. Communication Services	Added	5,907	+105	$3,327,354	+0.2%	1.69%
VST	Vistra Corp. Utilities	Added	19,407	+123	$3,078,532	+6.2%	1.56%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,892	-79	$2,906,428	+12.5%	1.47%
ABBV	AbbVie Inc. Healthcare	Added	10,770	+56	$2,710,162	+16.3%	1.37%
WMT	Walmart Inc. Consumer Defensive	Added	23,921	+160	$2,709,292	−8.3%	1.37%
FRMI	Fermi Inc. Real Estate	NEW	294,416	NEW	$2,696,850	NEW	1.37%
NVDA	Nvidia Corp Technology	Added	13,047	+1,628	$2,610,574	+31.1%	1.32%
ASML	Asml Holding NV Technology	Added	1,210	+19	$2,407,222	+53.0%	1.22%
MO	Altria Group, Inc. Consumer Defensive	Reduced	32,891	-7,933	$2,366,507	−12.2%	1.20%
JNJ	Johnson & Johnson Healthcare	Reduced	9,209	-6,347	$2,338,809	−38.5%	1.19%
TXN	Texas Instruments Inc Technology	Added	7,294	+20	$2,174,122	+54.0%	1.10%
ED	Consolidated Edison Inc Utilities	Added	18,605	+15,437	$2,058,271	+474.0%	1.04%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	13,514	+668	$1,981,692	+6.8%	1.01%
KO	Coca Cola Co Consumer Defensive	Added	24,262	+80	$1,971,772	+7.2%	1.00%
VZ	Verizon Communications Inc Communication Services	Added	46,371	+5,858	$1,963,348	−3.5%	1.00%
PGR	Progressive Corp/Oh/ Financial Services	Added	8,498	+1,682	$1,856,388	+37.4%	0.94%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	36,921	-9	$1,760,393	+8.8%	0.89%
IBM	International Business Machines Corp Technology	Added	5,897	+151	$1,658,295	+19.1%	0.84%
CVX	Chevron Corp Energy	Added	9,323	+63	$1,545,380	−19.3%	0.78%
ET	Energy Transfer LP Energy	Reduced	80,581	-272	$1,540,708	−1.3%	0.78%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,986	+54	$1,426,024	+43.9%	0.72%
ASA	ASA Gold & Precious Metals Ltd Financial Services	Held	27,210	0	$1,416,008	−16.1%	0.72%
MPLX	Mplx LP Energy	Added	24,875	+5,985	$1,401,208	+30.0%	0.71%
BMY	Bristol Myers Squibb Co Healthcare	Added	23,457	+15,897	$1,351,592	+194.8%	0.69%
AXP	American Express Co Financial Services	Added	3,973	+52	$1,343,867	+13.3%	0.68%
DMLP	Dorchester Minerals, L.P. Energy	Added	51,761	+21,865	$1,306,965	+61.3%	0.66%
MTDR	Matador Resources Co Energy	Reduced	25,341	-1,457	$1,261,474	−25.5%	0.64%
NNN	Nnn REIT, Inc. Real Estate	Reduced	26,995	-2,365	$1,256,077	+1.8%	0.64%
APH	Amphenol Corp /De/ Technology	Added	6,987	+1,206	$1,231,947	+68.7%	0.62%
GOOGL	Alphabet Inc. Communication Services	Added	3,368	+312	$1,203,622	+37.0%	0.61%
AMGN	Amgen Inc Healthcare	Added	3,252	+46	$1,177,614	+4.4%	0.60%
UNH	Unitedhealth Group Inc Healthcare	Added	2,799	+61	$1,163,348	+57.0%	0.59%
TGT	Target Corp Consumer Defensive	Reduced	8,247	-323	$1,077,140	+3.7%	0.55%
COIN	Coinbase Global, Inc. Financial Services	Added	7,326	+120	$1,070,987	−14.9%	0.54%
LLY	ELI LILLY & Co Healthcare	NEW	890	NEW	$1,067,492	NEW	0.54%
BHP	BHP Group Ltd Basic Materials	Added	12,710	+82	$1,058,870	+15.3%	0.54%
GD	General Dynamics Corp Industrials	Added	2,951	+293	$1,045,362	+14.6%	0.53%
PM	Philip Morris International Inc. Consumer Defensive	Added	5,768	+35	$1,043,488	+10.1%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.