Burford Brothers, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Burford Brothers, Inc. reported 172 stock positions worth $243.9 million. Its top holding was Apple (AAPL) at 7.4% of the portfolio, followed by Cap Group Core Equity (CGUS, 5.8%) and Janus Henderson Short Durati (VNLA, 4.6%). Compared with Q4 2025, it opened 15 new positions, sold out of 16, added to 84 and reduced 49. The biggest buy was Exxon Mobil (XOM, shares +1%) and the biggest sale Tesla (TSLA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- DALLAS, TX
- CIK
- 0002001434
- Portfolio Value
- $243.9M (Q1 2026)
- SEC Filing
- 0002001434-26-000002 ↗ filed Apr 27, 2026
Holdings Value
Holdings 172 stocks · $243.9M
| AAPL Apple Inc. | 7.44% | 71,517 | $18.2M | Reduce -0.2% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 5.76% | 365,474 | $14.0M | Add +3.1% |
| VNLA Janus Henderson Short Durati | 4.65% | 231,872 | $11.3M | Add +20.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.62% | 23,497 | $11.3M | Reduce -0.3% |
| TSLA Tesla Inc. | 3.39% | 22,258 | $8.3M | Reduce -0.5% |
| CGGR Cap Group Growth Equity | 3.39% | 205,582 | $8.3M | Add +6.5% |
| MSFT Microsoft Corp. | 3.07% | 20,227 | $7.5M | Add +1.3% |
| XOM Exxon Mobil Corp. | 2.87% | 41,266 | $7.0M | Add +0.9% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 2.24% | 164,024 | $5.5M | Add +0.4% |
| AMZN Amazon.com Inc. | 2.00% | 23,398 | $4.9M | Add +1.5% |
| TEVA Teva Pharmaceutical-SP ADR | 1.81% | 146,370 | $4.4M | Reduce -0.8% |
| JNJ Johnson & Johnson | 1.56% | 15,556 | $3.8M | Add +73.6% |
| JPM JPMorgan Chase & Co. | 1.55% | 12,863 | $3.8M | Reduce -0.1% |
| FSLR First Solar Inc. | 1.55% | 19,131 | $3.8M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 1.49% | 12,657 | $3.6M | Reduce -0.3% |
| GEV GE Vernova Inc. | 1.38% | 3,860 | $3.4M | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 1.38% | 11,856 | $3.4M | Add +0.4% |
| META Meta Platforms Inc. Class A | 1.36% | 5,802 | $3.3M | Add +3.2% |
| WMT Walmart Inc. | 1.21% | 23,761 | $3.0M | Add +0.8% |
| VST Vistra Corp. | 1.19% | 19,284 | $2.9M | Add +1.0% |
| CAT Caterpillar Inc. | 1.17% | 4,025 | $2.9M | Add +0.8% |
| MO Altria Group Inc. | 1.10% | 40,824 | $2.7M | Reduce -19.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 3,971 | $2.6M | Reduce -18.1% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 1.01% | 71,419 | $2.5M | Add +4.4% |
| ABBV Abbvie Inc. | 0.96% | 10,714 | $2.3M | Add +0.7% |
| VZ Verizon Communications Inc. | 0.83% | 40,513 | $2.0M | Reduce -6.4% |
| NVDA Nvidia Corp. | 0.82% | 11,419 | $2.0M | Add +2.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.80% | 65,866 | $1.9M | Add +0.6% |
| CVX Chevron Corp. | 0.79% | 9,260 | $1.9M | Add +1.7% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.77% | 44,269 | $1.9M | Add +4.8% |
| PG The Procter & Gamble Co. | 0.76% | 12,846 | $1.9M | Add +2.4% |
| KO The Coca-Cola Co. | 0.75% | 24,182 | $1.8M | Add +0.1% |
| MTDR Matador Resources Co. | 0.69% | 26,798 | $1.7M | Add +0.8% |
| ASA ASA Gold and Precious Metals | 0.69% | 27,210 | $1.7M | No change |
| OHI Omega Healthcare Investors | 0.66% | 36,930 | $1.6M | Add +13.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.65% | 1,191 | $1.6M | Add +6.1% |
| ET Energy Transfer LP | 0.64% | 80,853 | $1.6M | Add +4.9% |
| TXN Texas Instruments Inc. | 0.58% | 7,274 | $1.4M | Add +1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.57% | 5,746 | $1.4M | Add +1.4% |
| PGR Progressive Corp. | 0.55% | 6,816 | $1.4M | New |
| SHV iShares 0-1 Year Treasury Bo | 0.54% | 12,009 | $1.3M | New |
| COIN Coinbase Global Inc. Class A | 0.52% | 7,206 | $1.3M | Add +5.0% |
| NNN NNN REIT Inc. | 0.51% | 29,360 | $1.2M | Add +1.6% |
| ABEV Ambev SA-ADR | 0.51% | 422,029 | $1.2M | Reduce -25.8% |
| MRK Merck & Co. Inc. | 0.50% | 10,123 | $1.2M | Add +10.1% |
| AXP American Express Co. | 0.49% | 3,921 | $1.2M | Add +1.7% |
| NFG National Fuel Gas Co. | 0.48% | 12,495 | $1.2M | New |
| JAAA Janus Henderson Aaa Clo ETF | 0.48% | 23,170 | $1.2M | Add +421.4% |
| AMGN Amgen Inc. | 0.46% | 3,206 | $1.1M | Add +1.2% |
| MPLX MPLX LP | 0.44% | 18,890 | $1.1M | Add +8.3% |
| BKE The Buckle Inc. | 0.44% | 21,122 | $1.1M | Add +28.5% |
| RTX RTX Corp. | 0.44% | 5,505 | $1.1M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.43% | 3,409 | $1.1M | Add +0.2% |
| BKH Black Hills Corp. | 0.43% | 15,120 | $1.0M | Add +19.2% |
| TLT iShares 20+ Year Treasury BD | 0.43% | 12,055 | $1.0M | Add +2.4% |
| TGT Target Corp. | 0.43% | 8,570 | $1.0M | Add +11.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 2,932 | $991K | Add +6.7% |
| XLE SS Energy Select Sector | 0.40% | 15,858 | $971K | Add +3.0% |
| PM Philip Morris International | 0.39% | 5,733 | $948K | Reduce -0.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.38% | 9,917 | $925K | Reduce -29.0% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.38% | 12,628 | $919K | Add +4.6% |
| GD General Dynamics Corp. | 0.37% | 2,658 | $912K | Reduce -15.8% |
| OZK Bank Ozk | 0.37% | 19,688 | $903K | Add +23.9% |
| KT KT Corp.-SP ADR | 0.37% | 42,019 | $901K | New |
| XLP SS Consumer Staples Sel Sect | 0.36% | 10,838 | $888K | Reduce -11.4% |
| GOOGL Alphabet Inc. Class A | 0.36% | 3,056 | $879K | Reduce -8.3% |
| HD Home Depot Inc. | 0.36% | 2,634 | $866K | Reduce -0.7% |
| XLI SS Industrial Select Sector | 0.35% | 5,319 | $860K | Reduce -0.9% |
| CF CF Industries Holdings Inc. | 0.35% | 6,527 | $847K | Reduce -47.4% |
| CGMS Cap Group US Multi-Sect Bond | 0.35% | 30,956 | $843K | Add +1.4% |
| SNA Snap-on Inc. | 0.33% | 2,231 | $810K | Add +22.7% |
| DMLP Dorchester Minerals LP | 0.33% | 29,896 | $810K | Reduce -17.3% |
| QCOM Qualcomm Inc. | 0.33% | 6,262 | $806K | Add +50.6% |
| CB Chubb Ltd. | 0.33% | 2,470 | $805K | Add +1.5% |
| V Visa Inc. Class A | 0.33% | 2,659 | $804K | Reduce -1.1% |
| TSN Tyson Foods Inc. Class A | 0.33% | 12,390 | $794K | Add +16.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.32% | 16,763 | $769K | Reduce -10.1% |
| BLK BlackRock Inc. | 0.31% | 784 | $754K | Reduce -0.3% |
| PSX Phillips 66 | 0.31% | 4,128 | $752K | Add +0.1% |
| SBR Sabine Royalty Trust | 0.31% | 10,000 | $750K | No change |
| UNH Unitedhealth Group Inc. | 0.30% | 2,738 | $741K | Add +15.3% |
| GSST Goldman Sachs Ultra Short Bo | 0.30% | 14,617 | $739K | Add +0.1% |
| APH Amphenol Corp. Class A | 0.30% | 5,781 | $730K | New |
| XLC SS Comm Select Sector SPDR | 0.29% | 6,472 | $717K | Reduce -2.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.28% | 60,139 | $694K | Add +0.8% |
| XLK SS Technology Select Sector | 0.28% | 5,185 | $689K | Reduce -10.4% |
| SBUX Starbucks Corp. | 0.28% | 7,509 | $673K | Add +1.1% |
| WSM Williams-Sonoma Inc. | 0.27% | 3,648 | $665K | Reduce -1.3% |
| CGSD Cap Group Short Duration | 0.27% | 25,617 | $661K | Add +9.6% |
| XLV SS Health Care Select Sector | 0.26% | 4,382 | $642K | Reduce -0.4% |
| GEHC GE Healthcare Technology | 0.26% | 8,821 | $628K | Add +3.4% |
| BP BP PLC-Spons ADR | 0.26% | 13,352 | $628K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 4,276 | $625K | Add +4.9% |
| XLRE SS Real Estate Select Sector | 0.25% | 15,196 | $620K | Add +2.1% |
| CRM Salesforce Inc. | 0.25% | 3,323 | $620K | Add +12.2% |
| XLY SS Consumer Disc Select Sect | 0.25% | 5,585 | $609K | Reduce -5.2% |
| NXRT Nexpoint Residential | 0.24% | 23,869 | $597K | No change |
| XLF SS Financial Select Sector | 0.24% | 12,006 | $593K | Reduce -6.0% |
| HWM Howmet Aerospace Inc. | 0.24% | 2,541 | $586K | Add +0.1% |
| PEP Pepsico Inc. | 0.22% | 3,416 | $531K | Add +2.1% |
Portfolio Sells Q4 2025 → Q1 2026
| TSLA Tesla Inc. | Reduce -0.5% | 3.39% | −0.76 |
| AAPL Apple Inc. | Reduce -0.2% | 7.44% | −0.60 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.48 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -18.1% | 1.06% | −0.31 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 4.62% | −0.27 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.24 |
| OMC Omnicom Group | Sold out | 0.00% | −0.20 |
| PRGO Perrigo Co. PLC | Sold out | 0.00% | −0.20 |
| GLD SPDR Gold Shares | Reduce -56.8% | 0.16% | −0.18 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 1.55% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 1.49% | −0.16 |
| MMU Western Asset Managed Munici | Sold out | 0.00% | −0.16 |
| MLI Mueller Industries Inc. | Sold out | 0.00% | −0.14 |
| CMC Commercial Metals Co. | Sold out | 0.00% | −0.13 |
| XMVTX BlackRock Munivest Fund II | Sold out | 0.00% | −0.12 |
| IEMG iShares Core MSCI Emerging | Reduce -48.9% | 0.12% | −0.11 |
| MO Altria Group Inc. | Reduce -19.4% | 1.10% | −0.10 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -0.8% | 1.81% | −0.09 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.09 |
| RGLD Royal Gold Inc. | Sold out | 0.00% | −0.09 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.08 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -29.0% | 0.38% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -9.3% | 0.15% | −0.08 |
| MUA BlackRock Muniassets Fund | Sold out | 0.00% | −0.08 |
| VGK Vanguard Ftse Europe ETF | Reduce -37.0% | 0.12% | −0.08 |
| ABEV Ambev SA-ADR | Reduce -25.8% | 0.51% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -8.3% | 0.36% | −0.07 |
| PMM Franklin Managed Municipal I | Sold out | 0.00% | −0.07 |
| GD General Dynamics Corp. | Reduce -15.8% | 0.37% | −0.06 |
| XLK SS Technology Select Sector | Reduce -10.4% | 0.28% | −0.06 |
| V Visa Inc. Class A | Reduce -1.1% | 0.33% | −0.06 |
| CF CF Industries Holdings Inc. | Reduce -47.4% | 0.35% | −0.05 |
| EWJ iShares MSCI Japan ETF | Reduce -34.2% | 0.10% | −0.05 |
| XLF SS Financial Select Sector | Reduce -6.0% | 0.24% | −0.05 |
| SPGI S&P Global Inc. | Reduce -5.7% | 0.13% | −0.04 |
| XLY SS Consumer Disc Select Sect | Reduce -5.2% | 0.25% | −0.04 |
| NGD New Gold Inc. | Sold out | 0.00% | −0.04 |
| BLK BlackRock Inc. | Reduce -0.3% | 0.31% | −0.04 |
| GM General Motors Co. | Reduce -8.1% | 0.19% | −0.04 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.14% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -11.4% | 0.36% | −0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -2.1% | 0.29% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -18.6% | 0.11% | −0.02 |
| HD Home Depot Inc. | Reduce -0.7% | 0.36% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -3.5% | 0.22% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -0.4% | 0.26% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -10.1% | 0.32% | −0.01 |
| XLB SS Materials Select Sector | Reduce -13.4% | 0.21% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +0.9% | 2.87% | +0.84 |
| JNJ Johnson & Johnson | Add +73.6% | 1.56% | +0.79 |
| VNLA Janus Henderson Short Durati | Add +20.5% | 4.65% | +0.74 |
| PGR Progressive Corp. | New | 0.55% | +0.55 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.54% | +0.54 |
| NFG National Fuel Gas Co. | New | 0.48% | +0.48 |
| JAAA Janus Henderson Aaa Clo ETF | Add +421.4% | 0.48% | +0.39 |
| KT KT Corp.-SP ADR | New | 0.37% | +0.37 |
| GEV GE Vernova Inc. | Add +0.1% | 1.38% | +0.34 |
| APH Amphenol Corp. Class A | New | 0.30% | +0.30 |
| MTDR Matador Resources Co. | Add +0.8% | 0.69% | +0.23 |
| CAT Caterpillar Inc. | Add +0.8% | 1.17% | +0.22 |
| CVX Chevron Corp. | Add +1.7% | 0.79% | +0.21 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.1% | 0.65% | +0.15 |
| MINT PIMCO Enhanced Short Maturit | New | 0.13% | +0.13 |
| WMT Walmart Inc. | Add +0.8% | 1.21% | +0.13 |
| SCHD Schwab US DVD Equity ETF | New | 0.12% | +0.12 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.12% | +0.12 |
| LMT Lockheed Martin Corp. | New | 0.12% | +0.12 |
| KORP American Century Diversified | New | 0.12% | +0.12 |
| TGT Target Corp. | Add +11.5% | 0.43% | +0.12 |
| PFN PIMCO Income Strategy FD II | New | 0.12% | +0.12 |
| ET Energy Transfer LP | Add +4.9% | 0.64% | +0.12 |
| XLE SS Energy Select Sector | Add +3.0% | 0.40% | +0.11 |
| CGSM Cap Group Short Muni Income | New | 0.11% | +0.11 |
| EDD Morgan Stanley Emrg MRK Dom | New | 0.10% | +0.10 |
| MRK Merck & Co. Inc. | Add +10.1% | 0.50% | +0.10 |
| VHT Vanguard Health Care ETF | New | 0.10% | +0.10 |
| PSX Phillips 66 | Add +0.1% | 0.31% | +0.09 |
| VMO Invesco Municipal Opport | Add +70.0% | 0.19% | +0.08 |
| BHP BHP Group Ltd.-Spon ADR | Add +4.6% | 0.38% | +0.08 |
| SNA Snap-on Inc. | Add +22.7% | 0.33% | +0.07 |
| BKE The Buckle Inc. | Add +28.5% | 0.44% | +0.07 |
| NVG Nuveen Amt-FR Muni CRDT | Add +66.2% | 0.19% | +0.07 |
| VGM Invesco Trust for Investmen | Add +68.0% | 0.19% | +0.07 |
| TSN Tyson Foods Inc. Class A | Add +16.9% | 0.33% | +0.07 |
| OZK Bank Ozk | Add +23.9% | 0.37% | +0.07 |
| OHI Omega Healthcare Investors | Add +13.4% | 0.66% | +0.07 |
| BKH Black Hills Corp. | Add +19.2% | 0.43% | +0.07 |
| TXN Texas Instruments Inc. | Add +1.7% | 0.58% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.7% | 0.41% | +0.06 |
| MPLX MPLX LP | Add +8.3% | 0.44% | +0.06 |
| KO The Coca-Cola Co. | Add +0.1% | 0.75% | +0.06 |
| QCOM Qualcomm Inc. | Add +50.6% | 0.33% | +0.04 |
| AMGN Amgen Inc. | Add +1.2% | 0.46% | +0.03 |
| NNN NNN REIT Inc. | Add +1.6% | 0.51% | +0.03 |
| HAL Halliburton Co. | Add +0.3% | 0.12% | +0.03 |
| TE T1 Energy Inc. | New | 0.03% | +0.03 |
| HWM Howmet Aerospace Inc. | Add +0.1% | 0.24% | +0.03 |
| EPD Enterprise Products Partners | Add +0.5% | 0.16% | +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 |