Burford Brothers, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Burford Brothers, Inc. reported 182 stock positions worth $272.5 million. Its top holding was Apple (AAPL) at 7.7% of the portfolio, followed by Cap Group Core Equity (CGUS, 6.0%) and Berkshire Hathaway Class B (BRK.B, 4.4%). Compared with Q1 2026, it opened 15 new positions, sold out of 5, added to 88 and reduced 47. The biggest buy was a new position in Fermi (FRMI) and the biggest sale Johnson & Johnson (JNJ, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002001434
- Portfolio Value
- $272.5M (Q2 2026)
- SEC Filing
- 0002001434-26-000003 ↗ filed Jul 28, 2026
Holdings Value
Holdings 182 stocks · $272.5M
| AAPL Apple Inc. | 7.73% | 72,811 | $21.1M | Add +1.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 6.04% | 370,125 | $16.5M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.36% | 23,716 | $11.9M | Add +0.9% |
| VNLA Janus Henderson Short Durati | 4.03% | 224,695 | $11.0M | Reduce -3.1% |
| CGGR Cap Group Growth Equity | 3.62% | 208,999 | $9.9M | Add +1.7% |
| TSLA Tesla Inc. | 3.48% | 22,517 | $9.5M | Add +1.2% |
| MSFT Microsoft Corp. | 2.86% | 20,893 | $7.8M | Add +3.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.56% | 164,755 | $7.0M | Add +0.5% |
| XOM Exxon Mobil Corp. | 2.10% | 41,768 | $5.7M | Add +1.2% |
| AMZN Amazon.com Inc. | 2.08% | 23,782 | $5.7M | Add +1.6% |
| TEVA Teva Pharmaceutical-SP ADR | 1.83% | 147,536 | $5.0M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.71% | 13,185 | $4.7M | Add +4.2% |
| GEV GE Vernova Inc. | 1.68% | 3,893 | $4.6M | Add +0.8% |
| FSLR First Solar Inc. | 1.67% | 19,228 | $4.5M | Add +0.5% |
| GE General Electric filed as GE AEROSPACE | 1.64% | 11,978 | $4.5M | Add +1.0% |
| CAT Caterpillar Inc. | 1.61% | 4,122 | $4.4M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 1.57% | 13,092 | $4.3M | Add +1.8% |
| META Meta Platforms Inc. Class A | 1.22% | 5,907 | $3.3M | Add +1.8% |
| VST Vistra Corp. | 1.13% | 19,407 | $3.1M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 3,892 | $2.9M | Reduce -2.0% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.02% | 73,347 | $2.8M | Add +2.7% |
| ABBV Abbvie Inc. | 0.99% | 10,770 | $2.7M | Add +0.5% |
| WMT Walmart Inc. | 0.99% | 23,921 | $2.7M | Add +0.7% |
| FRMI Fermi Inc. | 0.99% | 294,416 | $2.7M | New |
| NVDA Nvidia Corp. | 0.96% | 13,047 | $2.6M | Add +14.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.88% | 1,210 | $2.4M | Add +1.6% |
| MO Altria Group Inc. | 0.87% | 32,891 | $2.4M | Reduce -19.4% |
| JNJ Johnson & Johnson | 0.86% | 9,209 | $2.3M | Reduce -40.8% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.83% | 65,611 | $2.3M | Reduce -0.4% |
| TXN Texas Instruments Inc. | 0.80% | 7,294 | $2.2M | Add +0.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.76% | 41,987 | $2.1M | Reduce -5.2% |
| ED Consolidated Edison Inc. | 0.76% | 18,605 | $2.1M | Add +487.3% |
| PG The Procter & Gamble Co. | 0.73% | 13,514 | $2.0M | Add +5.2% |
| KO The Coca-Cola Co. | 0.72% | 24,262 | $2.0M | Add +0.3% |
| VZ Verizon Communications Inc. | 0.72% | 46,371 | $2.0M | Add +14.5% |
| PGR Progressive Corp. | 0.68% | 8,498 | $1.9M | Add +24.7% |
| OHI Omega Healthcare Investors | 0.65% | 36,921 | $1.8M | Reduce -0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.61% | 5,897 | $1.7M | Add +2.6% |
| CVX Chevron Corp. | 0.57% | 9,323 | $1.5M | Add +0.7% |
| ET Energy Transfer LP | 0.57% | 80,581 | $1.5M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.52% | 2,986 | $1.4M | Add +1.8% |
| ASA ASA Gold and Precious Metals | 0.52% | 27,210 | $1.4M | No change |
| MPLX MPLX LP | 0.51% | 24,875 | $1.4M | Add +31.7% |
| BMY Bristol-Myers Squibb Co. | 0.50% | 23,457 | $1.4M | Add +210.3% |
| AXP American Express Co. | 0.49% | 3,973 | $1.3M | Add +1.3% |
| SHV iShares 0-1 Year Treasury Bo | 0.48% | 11,962 | $1.3M | Reduce -0.4% |
| DMLP Dorchester Minerals LP | 0.48% | 51,761 | $1.3M | Add +73.1% |
| MTDR Matador Resources Co. | 0.46% | 25,341 | $1.3M | Reduce -5.4% |
| NNN NNN REIT Inc. | 0.46% | 26,995 | $1.3M | Reduce -8.1% |
| APH Amphenol Corp. Class A | 0.45% | 6,987 | $1.2M | Add +20.9% |
| GOOGL Alphabet Inc. Class A | 0.44% | 3,368 | $1.2M | Add +10.2% |
| AMGN Amgen Inc. | 0.43% | 3,252 | $1.2M | Add +1.4% |
| UNH Unitedhealth Group Inc. | 0.43% | 2,799 | $1.2M | Add +2.2% |
| TGT Target Corp. | 0.40% | 8,247 | $1.1M | Reduce -3.8% |
| COIN Coinbase Global Inc. Class A | 0.39% | 7,326 | $1.1M | Add +1.7% |
| LLY Eli Lilly & Co. | 0.39% | 890 | $1.1M | New |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.39% | 12,710 | $1.1M | Add +0.7% |
| GD General Dynamics Corp. | 0.38% | 2,951 | $1.0M | Add +11.0% |
| PM Philip Morris International | 0.38% | 5,768 | $1.0M | Add +0.6% |
| RTX RTX Corp. | 0.38% | 5,480 | $1.0M | Reduce -0.5% |
| OZK Bank Ozk | 0.38% | 19,624 | $1.0M | Reduce -0.3% |
| TLT iShares 20+ Year Treasury BD | 0.37% | 11,514 | $995K | Reduce -4.5% |
| XLK SS Technology Select Sector | 0.36% | 5,116 | $975K | Reduce -1.3% |
| XLI SS Industrial Select Sector | 0.36% | 5,254 | $973K | Reduce -1.2% |
| V Visa Inc. Class A | 0.35% | 2,789 | $957K | Add +4.9% |
| BKH Black Hills Corp. | 0.35% | 12,675 | $943K | Reduce -16.2% |
| MCD McDonald's Corp. | 0.34% | 3,441 | $930K | Add +0.9% |
| HD Home Depot Inc. | 0.34% | 2,634 | $929K | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.34% | 18,220 | $920K | Reduce -21.4% |
| XLP SS Consumer Staples Sel Sect | 0.33% | 10,766 | $894K | Reduce -0.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.32% | 9,119 | $866K | Reduce -8.1% |
| CGMS Cap Group US Multi-Sect Bond | 0.31% | 30,954 | $846K | Reduce -0.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.31% | 60,533 | $841K | Add +0.7% |
| CB Chubb Ltd. | 0.31% | 2,454 | $836K | Reduce -0.7% |
| XLE SS Energy Select Sector | 0.30% | 15,643 | $831K | Reduce -1.4% |
| LVS Las Vegas Sands Corp. | 0.30% | 17,651 | $815K | New |
| ABEV Ambev SA-ADR | 0.29% | 249,248 | $783K | Reduce -40.9% |
| BLK BlackRock Inc. | 0.28% | 805 | $774K | Add +2.7% |
| SBUX Starbucks Corp. | 0.28% | 7,567 | $773K | Add +0.8% |
| BKE The Buckle Inc. | 0.28% | 18,090 | $763K | Reduce -14.3% |
| SPCX Space Exploration Techn Class A | 0.28% | 4,407 | $753K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.28% | 16,578 | $752K | Reduce -1.1% |
| KT KT Corp.-SP ADR | 0.27% | 42,420 | $733K | Add +0.9% |
| SBR Sabine Royalty Trust | 0.27% | 10,000 | $732K | No change |
| ATR Aptargroup Inc. | 0.27% | 5,835 | $731K | New |
| TSN Tyson Foods Inc. Class A | 0.27% | 12,738 | $729K | Add +2.8% |
| PSX Phillips 66 | 0.26% | 4,140 | $700K | Add +0.3% |
| XLV SS Health Care Select Sector | 0.25% | 4,342 | $689K | Reduce -0.9% |
| ANET Arista Networks Inc. | 0.25% | 4,051 | $688K | Add +5.7% |
| GSST Goldman Sachs Ultra Short Bo | 0.25% | 13,577 | $687K | Reduce -7.1% |
| XLC SS Comm Select Sector SPDR | 0.25% | 6,409 | $687K | Reduce -1.0% |
| HWM Howmet Aerospace Inc. | 0.25% | 2,553 | $686K | Add +0.5% |
| NXRT Nexpoint Residential | 0.25% | 24,559 | $686K | Add +2.9% |
| AVGO Broadcom Inc. | 0.25% | 1,770 | $669K | Add +21.1% |
| XLRE SS Real Estate Select Sector | 0.24% | 15,127 | $666K | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.24% | 5,639 | $662K | Add +1.4% |
| XLY SS Consumer Disc Select Sect | 0.24% | 5,604 | $657K | Add +0.3% |
| XLF SS Financial Select Sector | 0.24% | 12,098 | $649K | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.24% | 936 | $643K | Add +5.9% |
| SNA Snap-on Inc. | 0.23% | 1,545 | $622K | Reduce -30.8% |
Portfolio Sells Q1 2026 → Q2 2026
| JNJ Johnson & Johnson | Reduce -40.8% | 0.86% | −0.70 |
| VNLA Janus Henderson Short Durati | Reduce -3.1% | 4.03% | −0.62 |
| NFG National Fuel Gas Co. | Sold out | 0.00% | −0.48 |
| MRK Merck & Co. Inc. | Reduce -78.7% | 0.10% | −0.40 |
| CF CF Industries Holdings Inc. | Sold out | 0.00% | −0.35 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.33 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.27 |
| MO Altria Group Inc. | Reduce -19.4% | 0.87% | −0.24 |
| MTDR Matador Resources Co. | Reduce -5.4% | 0.46% | −0.23 |
| ABEV Ambev SA-ADR | Reduce -40.9% | 0.29% | −0.22 |
| BKE The Buckle Inc. | Reduce -14.3% | 0.28% | −0.16 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -21.4% | 0.34% | −0.14 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.13 |
| SNA Snap-on Inc. | Reduce -30.8% | 0.23% | −0.10 |
| XLE SS Energy Select Sector | Reduce -1.4% | 0.30% | −0.09 |
| BKH Black Hills Corp. | Reduce -16.2% | 0.35% | −0.08 |
| CGSD Cap Group Short Duration | Reduce -21.1% | 0.19% | −0.08 |
| PEP Pepsico Inc. | Reduce -17.7% | 0.14% | −0.08 |
| ET Energy Transfer LP | Reduce -0.3% | 0.57% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -4.5% | 0.37% | −0.06 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -8.1% | 0.32% | −0.06 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.4% | 0.48% | −0.06 |
| RTX RTX Corp. | Reduce -0.5% | 0.38% | −0.05 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -7.1% | 0.25% | −0.05 |
| GEHC GE Healthcare Technology | Reduce -0.3% | 0.21% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -0.4% | 0.11% | −0.05 |
| NNN NNN REIT Inc. | Reduce -8.1% | 0.46% | −0.04 |
| XLC SS Comm Select Sector SPDR | Reduce -1.0% | 0.25% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.1% | 0.28% | −0.04 |
| XLP SS Consumer Staples Sel Sect | Reduce -0.7% | 0.33% | −0.04 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -0.0% | 0.31% | −0.04 |
| TGT Target Corp. | Reduce -3.8% | 0.40% | −0.03 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -4.2% | 0.08% | −0.03 |
| CB Chubb Ltd. | Reduce -0.7% | 0.31% | −0.02 |
| FE Firstenergy Corp. | Reduce -0.6% | 0.12% | −0.02 |
| CGSM Cap Group Short Muni Income | Reduce -9.1% | 0.09% | −0.02 |
| XLB SS Materials Select Sector | Reduce -0.6% | 0.19% | −0.02 |
| OHI Omega Healthcare Investors | Reduce -0.0% | 0.65% | −0.02 |
| GM General Motors Co. | Reduce -0.7% | 0.18% | −0.02 |
| CGDV Cap Group Dividend Value | Reduce -5.2% | 0.76% | −0.01 |
| NXDT Nexpoint Diversified Real Es | Reduce -32.7% | 0.03% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -0.9% | 0.25% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -0.5% | 0.24% | −0.01 |
| VGK Vanguard Ftse Europe ETF | Reduce -3.5% | 0.11% | −0.01 |
| EWJ iShares MSCI Japan ETF | Reduce -3.3% | 0.10% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -1.2% | 0.36% | +0.00 |
| OZK Bank Ozk | Reduce -0.3% | 0.38% | +0.00 |
| PHM Pultegroup Inc. | Reduce -0.1% | 0.12% | +0.01 |
| IWM iShares Russell 2000 ETF | Reduce -2.6% | 0.11% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.0% | 1.07% | +0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| FRMI Fermi Inc. | New | 0.99% | +0.99 |
| ED Consolidated Edison Inc. | Add +487.3% | 0.76% | +0.61 |
| CAT Caterpillar Inc. | Add +2.4% | 1.61% | +0.44 |
| LLY Eli Lilly & Co. | New | 0.39% | +0.39 |
| CGGO Cap Group Global Growth | Add +0.5% | 2.56% | +0.32 |
| BMY Bristol-Myers Squibb Co. | Add +210.3% | 0.50% | +0.31 |
| LVS Las Vegas Sands Corp. | New | 0.30% | +0.30 |
| GEV GE Vernova Inc. | Add +0.8% | 1.68% | +0.30 |
| AAPL Apple Inc. | Add +1.8% | 7.73% | +0.29 |
| CGUS Cap Group Core Equity | Add +1.3% | 6.04% | +0.28 |
| SPCX Space Exploration Techn Class A | New | 0.28% | +0.28 |
| ATR Aptargroup Inc. | New | 0.27% | +0.27 |
| GE General Electric | Add +1.0% | 1.64% | +0.26 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.6% | 0.88% | +0.24 |
| CGGR Cap Group Growth Equity | Add +1.7% | 3.62% | +0.23 |
| SWKS Skyworks Solutions Inc. | New | 0.23% | +0.23 |
| GOOG Alphabet Inc. Class C | Add +4.2% | 1.71% | +0.22 |
| TXN Texas Instruments Inc. | Add +0.3% | 0.80% | +0.22 |
| AMAT Applied Materials Inc. | New | 0.19% | +0.19 |
| APH Amphenol Corp. Class A | Add +20.9% | 0.45% | +0.15 |
| DMLP Dorchester Minerals LP | Add +73.1% | 0.48% | +0.15 |
| NVDA Nvidia Corp. | Add +14.3% | 0.96% | +0.14 |
| PGR Progressive Corp. | Add +24.7% | 0.68% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +2.2% | 0.43% | +0.12 |
| FSLR First Solar Inc. | Add +0.5% | 1.67% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.8% | 0.52% | +0.12 |
| SPGI S&P Global Inc. Class W | New | 0.11% | +0.11 |
| LRCX Lam Research Corp. | New | 0.09% | +0.09 |
| SBSW Sibanye-Stillwater Ltd.-ADR | New | 0.09% | +0.09 |
| NUE Nucor Corp. | New | 0.09% | +0.09 |
| LUV Southwest Airlines Co. | New | 0.08% | +0.08 |
| TSLA Tesla Inc. | Add +1.2% | 3.48% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.6% | 2.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +10.2% | 0.44% | +0.08 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.08% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.08% | +0.08 |
| MLI Mueller Industries Inc. | New | 0.08% | +0.08 |
| MPLX MPLX LP | Add +31.7% | 0.51% | +0.07 |
| CSCO Cisco Systems Inc. | Add +1.4% | 0.24% | +0.07 |
| AVGO Broadcom Inc. | Add +21.1% | 0.25% | +0.06 |
| ANET Arista Networks Inc. | Add +5.7% | 0.25% | +0.06 |
| NOK Nokia Corp.-Spon ADR | Add +9.2% | 0.11% | +0.04 |
| ABBV Abbvie Inc. | Add +0.5% | 0.99% | +0.04 |
| IBM Intl Business Machines Corp. | Add +2.6% | 0.61% | +0.04 |
| TEVA Teva Pharmaceutical-SP ADR | Add +0.8% | 1.83% | +0.03 |
| F Ford Motor Co. | Add +0.7% | 0.31% | +0.02 |
| GLD SPDR Gold Shares | Add +50.3% | 0.18% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +7.2% | 0.13% | +0.02 |
| V Visa Inc. Class A | Add +4.9% | 0.35% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 1.57% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 182 | $272.5M | AAPL, CGUS, BRK.B, VNLA, CGGR |
| Q1 2026 | 172 | $243.9M | AAPL, CGUS, VNLA, BRK.B, TSLA |
| Q4 2025 | 173 | $242.2M | AAPL, CGUS, BRK.B, TSLA, MSFT |
| Q3 2025 | 167 | $233.9M | AAPL, CGUS, BRK.B, MSFT, TSLA |
| Q2 2025 | 161 | $217.9M | AAPL, VNLA, CGUS, BRK.B, MSFT |
| Q1 2025 | 158 | $206.0M | AAPL, BRK.B, CGUS, VNLA, MSFT |
| Q4 2024 | 156 | $203.7M | AAPL, CGUS, VNLA, TSLA, BRK.B |
| Q3 2024 | 157 | $191.8M | AAPL, CGUS, BRK.B, MSFT, VNLA |
| Q2 2024 | 151 | $172.0M | AAPL, MSFT, CGUS, BRK.B, VNLA |
| Q1 2024 | 149 | $152.4M | AAPL, MSFT, CGUS, BRK.B, CGGR |