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
RMTI	Rockwell Medical, Inc. Healthcare	Held	14,168	0	$12,609	+7.2%	0.01%
CHGG	Chegg, Inc Consumer Defensive	Held	37,087	0	$27,444	−20.4%	0.02%
TE	T1 Energy Inc. Industrials	NEW	14,950	NEW	$65,630	NEW	0.04%
NXDT	Nexpoint Diversified Real Estate Trust Real Estate	Reduced	19,557	-2,729	$91,331	+7.0%	0.05%
JFR	Nuveen Floating Rate Income Fund Financial Services	Held	13,070	0	$98,286	−4.0%	0.06%
NOK	Nokia Corp Technology	Held	20,100	0	$161,604	+24.3%	0.09%
ETB	Eaton Vance Tax-Managed Buy-Write Income Fund Financial Services	Held	12,500	0	$180,250	−5.6%	0.10%
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund Financial Services	Held	13,200	0	$180,444	−4.8%	0.10%
PMO	Putnam Municipal Opportunities Trust Financial Services	Held	19,900	0	$204,970	−3.7%	0.12%
CAH	Cardinal Health Inc Healthcare	Added	993	+6	$209,830	+3.5%	0.12%
OIA	Invesco Municipal Income Opportunities Trust Financial Services	Held	34,470	0	$211,645	+2.2%	0.12%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	3,834	+89	$220,991	+9.6%	0.13%
EL	Estee Lauder Companies Inc Consumer Defensive	Held	3,114	0	$223,491	−31.5%	0.13%
B	Barrick Mining Corp Basic Materials	Held	5,606	0	$228,668	−6.3%	0.13%
NTES	NetEase, Inc. Communication Services	Held	2,058	0	$230,372	−18.7%	0.13%
SHW	Sherwin Williams Co Basic Materials	Reduced	770	-1	$246,823	−1.2%	0.14%
EDD	Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. Financial Services	NEW	48,860	NEW	$247,720	NEW	0.14%
DE	Deere & Co Industrials	Reduced	441	-24	$248,415	+14.7%	0.14%
QQQ	Invesco Qqq Trust, Series 1	Held	433	0	$249,918	−6.0%	0.14%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	872	-11	$253,307	+16.1%	0.14%
ENB	Enbridge Inc Energy	Held	4,789	0	$259,276	+13.2%	0.15%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	8,908	+3,093	$267,150	+18.6%	0.15%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Held	22,850	0	$278,313	−3.2%	0.16%
PFN	PIMCO Income Strategy Fund II Financial Services	NEW	40,760	NEW	$280,836	NEW	0.16%
HAL	Halliburton Co Energy	Added	7,261	+18	$283,106	+38.3%	0.16%
LMT	Lockheed Martin Corp Industrials	NEW	474	NEW	$286,480	NEW	0.16%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	2,463	-25	$289,673	−0.7%	0.16%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	Held	21,400	0	$295,106	−10.1%	0.17%
PFE	Pfizer Inc Healthcare	Added	11,102	+310	$311,744	+16.0%	0.18%
ISRG	Intuitive Surgical Inc Healthcare	Added	684	+7	$315,317	−17.8%	0.18%
SPGI	S&P Global Inc. Financial Services	Reduced	749	-45	$318,579	−23.2%	0.18%
DIS	Walt Disney Co Communication Services	Added	3,386	+9	$326,342	−15.1%	0.18%
USCI	United States Commodity Index Funds Trust	Reduced	3,501	-24	$333,715	+22.0%	0.19%
ABT	Abbott Laboratories Healthcare	Reduced	3,270	-61	$335,730	−19.6%	0.19%
FE	Firstenergy Corp Utilities	Reduced	6,724	-409	$340,637	+6.7%	0.19%
ADP	Automatic Data Processing Inc Technology	Added	1,722	+1	$349,875	−21.0%	0.20%
RL	Ralph Lauren Corp Consumer Cyclical	Added	1,020	+2	$350,869	−2.5%	0.20%
ED	Consolidated Edison Inc Utilities	Added	3,168	+5	$358,554	+14.1%	0.20%
NVO	Novo Nordisk A S Healthcare	Reduced	9,794	-1,004	$359,929	−34.5%	0.20%
BEP	Brookfield Renewable Partners L.P. Utilities	Held	11,472	0	$374,446	+21.0%	0.21%
EAT	Brinker International, Inc Consumer Cyclical	Held	2,652	0	$378,626	−0.5%	0.21%
GLD	Spdr Gold Trust	Reduced	881	-1,156	$379,085	−53.0%	0.21%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	2,434	+23	$382,819	−2.0%	0.22%
EPD	Enterprise Products Partners L.P. Energy	Added	10,512	+50	$397,774	+18.6%	0.23%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	409	-21	$407,539	+9.9%	0.23%
RSG	Republic Services, Inc. Industrials	Added	1,891	+1	$414,166	+3.4%	0.23%
CSCO	Cisco Systems, Inc. Technology	Added	5,564	+45	$431,710	+1.5%	0.24%
UNP	Union Pacific Corp Industrials	Added	1,842	+7	$446,906	+5.3%	0.25%
AVGO	Broadcom Inc. Technology	Added	1,462	+174	$452,503	+1.5%	0.26%
VGM	Invesco Trust for Investment Grade Municipals Financial Services	Added	46,421	+18,796	$458,175	+59.9%	0.26%