Burford Brothers, Inc.

13F filer · CIK 0002001434

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$272MU.S. long equity reported on 13F

Positions14112 new · 5 closed

Net flow last quarter+$7.01MBuys minus sells

Top 10 positions weight29.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026141 positions
AAPLApple Inc.	$21.1M	7.73%	0.00%	+1.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$11.9M	4.36%	Not reported	+0.9%	Q4 2023
TSLATesla, Inc.	$9.47M	3.48%	0.00%	+1.2%	Q4 2023
MSFTMicrosoft Corp	$7.79M	2.86%	0.00%	+3.3%	Q4 2023
XOMExxonMobil Holdings Corp	$5.71M	2.10%	0.00%	+1.2%	Q4 2023
AMZNAmazon Com Inc	$5.67M	2.08%	0.00%	+1.6%	Q4 2023
TEVATeva Pharmaceutical Industries Ltd	$5M	1.83%	0.01%	+0.8%	Q4 2023
GOOGAlphabet Inc.	$4.66M	1.71%	Not reported	+4.2%	Q4 2023
GEVGE Vernova Inc.	$4.57M	1.68%	0.00%	+0.9%	Q2 2024
FSLRFirst Solar, Inc.	$4.54M	1.67%	0.02%	+0.5%	Q4 2023
GEGeneral Electric Co	$4.48M	1.64%	0.00%	+1.0%	Q4 2023
CATCaterpillar Inc	$4.39M	1.61%	0.00%	+2.4%	Q4 2023
JPMJPMorgan Chase & Co	$4.29M	1.57%	0.00%	+1.8%	Q4 2023
METAMeta Platforms, Inc.	$3.33M	1.22%	Not reported	+1.8%	Q4 2023
VSTVistra Corp.	$3.08M	1.13%	0.01%	+0.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.91M	1.07%	Not reported	-2.0%	Q4 2023
ABBVAbbVie Inc.	$2.71M	0.99%	0.00%	+0.5%	Q4 2023
WMTWalmart Inc.	$2.71M	0.99%	0.00%	+0.7%	Q4 2023
FRMIFermi Inc.	$2.7M	0.99%	0.05%	New	Q2 2026
NVDANvidia Corp	$2.61M	0.96%	0.00%	+14.3%	Q4 2023
ASMLAsml Holding NV	$2.41M	0.88%	0.00%	+1.6%	Q4 2023
MOAltria Group, Inc.	$2.37M	0.87%	0.00%	-19.4%	Q4 2023
JNJJohnson & Johnson	$2.34M	0.86%	0.00%	-40.8%	Q4 2023
TXNTexas Instruments Inc	$2.17M	0.80%	0.00%	+0.3%	Q4 2023
EDConsolidated Edison Inc	$2.06M	0.76%	0.01%	+487.3%	Q4 2023
PGPROCTER & GAMBLE Co	$1.98M	0.73%	0.00%	+5.2%	Q4 2023
KOCoca Cola Co	$1.97M	0.72%	0.00%	+0.3%	Q4 2023
VZVerizon Communications Inc	$1.96M	0.72%	0.00%	+14.5%	Q4 2023
PGRProgressive Corp	$1.86M	0.68%	0.00%	+24.7%	Q1 2025
OHIOmega Healthcare Investors Inc	$1.76M	0.65%	0.01%	0.0%	Q2 2025
IBMInternational Business Machines Corp	$1.66M	0.61%	0.00%	+2.6%	Q4 2023
CVXChevron Corp	$1.55M	0.57%	0.00%	+0.7%	Q4 2023
ETEnergy Transfer LP	$1.54M	0.57%	0.00%	-0.3%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.43M	0.52%	0.00%	+1.8%	Q4 2025
ASAASA Gold & Precious Metals Ltd	$1.42M	0.52%	Not reported	Not reported	Q4 2023
MPLXMPLX LP	$1.4M	0.51%	0.00%	+31.7%	Q2 2025
BMYBristol Myers Squibb Co	$1.35M	0.50%	0.00%	+210.3%	Q4 2023
AXPAmerican Express Co	$1.34M	0.49%	0.00%	+1.3%	Q4 2023
DMLPDorchester Minerals, L.P.	$1.31M	0.48%	0.11%	+73.1%	Q4 2024
MTDRMatador Resources Co	$1.26M	0.46%	0.02%	-5.4%	Q4 2023
NNNNNN REIT, Inc.	$1.26M	0.46%	0.01%	-8.1%	Q4 2025
APHAmphenol Corp	$1.23M	0.45%	0.00%	+20.9%	Q1 2026
GOOGLAlphabet Inc.	$1.2M	0.44%	0.00%	+10.2%	Q4 2023
AMGNAmgen Inc	$1.18M	0.43%	0.00%	+1.4%	Q4 2023
UNHUnitedhealth Group Inc	$1.16M	0.43%	0.00%	+2.2%	Q4 2023
TGTTarget Corp	$1.08M	0.40%	0.00%	-3.8%	Q4 2023
COINCoinbase Global, Inc.	$1.07M	0.39%	0.00%	+1.7%	Q4 2023
LLYELI LILLY & Co	$1.07M	0.39%	0.00%	New	Q2 2026
BHPBHP Group Ltd	$1.06M	0.39%	0.00%	+0.7%	Q4 2023
GDGeneral Dynamics Corp	$1.05M	0.38%	0.00%	+11.0%	Q3 2025

Q1 2026Reported Apr 27, 2026134 positions
AAPLApple Inc.	$18.2M	7.44%	0.00%	-0.2%	Q4 2023
BRK.BBerkshire Hathaway Inc	$11.3M	4.62%	Not reported	-0.3%	Q4 2023
TSLATesla, Inc.	$8.27M	3.39%	0.00%	-0.5%	Q4 2023
MSFTMicrosoft Corp	$7.49M	3.07%	0.00%	+1.3%	Q4 2023
XOMExxonMobil Holdings Corp	$7M	2.87%	0.00%	+0.9%	Q4 2023
AMZNAmazon Com Inc	$4.87M	2.00%	0.00%	+1.5%	Q4 2023
TEVATeva Pharmaceutical Industries Ltd	$4.41M	1.81%	0.01%	-0.8%	Q4 2023
JNJJohnson & Johnson	$3.8M	1.56%	0.00%	+73.6%	Q4 2023
JPMJPMorgan Chase & Co	$3.78M	1.55%	0.00%	-0.1%	Q4 2023
FSLRFirst Solar, Inc.	$3.77M	1.55%	0.02%	+0.3%	Q4 2023
GOOGAlphabet Inc.	$3.63M	1.49%	Not reported	-0.3%	Q4 2023
GEVGE Vernova Inc.	$3.37M	1.38%	0.00%	+0.1%	Q2 2024
GEGeneral Electric Co	$3.36M	1.38%	0.00%	+0.4%	Q4 2023
METAMeta Platforms, Inc.	$3.32M	1.36%	Not reported	+3.2%	Q4 2023
WMTWalmart Inc.	$2.95M	1.21%	0.00%	+0.8%	Q4 2023
VSTVistra Corp.	$2.9M	1.19%	0.01%	+1.0%	Q4 2023
CATCaterpillar Inc	$2.85M	1.17%	0.00%	+0.8%	Q4 2023
MOAltria Group, Inc.	$2.69M	1.10%	0.00%	-19.4%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.58M	1.06%	Not reported	-18.1%	Q4 2023
ABBVAbbVie Inc.	$2.33M	0.96%	0.00%	+0.7%	Q4 2023
VZVerizon Communications Inc	$2.03M	0.83%	0.00%	-6.4%	Q4 2023
NVDANvidia Corp	$1.99M	0.82%	0.00%	+2.1%	Q4 2023
CVXChevron Corp	$1.92M	0.79%	0.00%	+1.7%	Q4 2023
PGPROCTER & GAMBLE Co	$1.86M	0.76%	0.00%	+2.4%	Q4 2023
KOCoca Cola Co	$1.84M	0.75%	0.00%	+0.1%	Q4 2023
MTDRMatador Resources Co	$1.69M	0.69%	0.02%	+0.9%	Q4 2023
ASAASA Gold & Precious Metals Ltd	$1.69M	0.69%	Not reported	Not reported	Q4 2023
OHIOmega Healthcare Investors Inc	$1.62M	0.66%	0.01%	+13.4%	Q2 2025
ASMLAsml Holding NV	$1.57M	0.65%	0.00%	+6.1%	Q4 2023
ETEnergy Transfer LP	$1.56M	0.64%	0.00%	+4.9%	Q4 2023
TXNTexas Instruments Inc	$1.41M	0.58%	0.00%	+1.7%	Q4 2023
IBMInternational Business Machines Corp	$1.39M	0.57%	0.00%	+1.5%	Q4 2023
PGRProgressive Corp	$1.35M	0.55%	0.00%	Not reported	Q1 2025
COINCoinbase Global, Inc.	$1.26M	0.52%	0.00%	+5.0%	Q4 2023
NNNNNN REIT, Inc.	$1.23M	0.51%	0.02%	+1.6%	Q4 2025
ABEVAmbev S.A.	$1.23M	0.51%	0.00%	-25.8%	Q4 2023
MRKMerck & Co., Inc.	$1.22M	0.50%	0.00%	+10.1%	Q4 2025
AXPAmerican Express Co	$1.19M	0.49%	0.00%	+1.7%	Q4 2023
NFGNational Fuel Gas Co	$1.17M	0.48%	0.01%	New	Q1 2026
AMGNAmgen Inc	$1.13M	0.46%	0.00%	+1.2%	Q4 2023
MPLXMPLX LP	$1.08M	0.44%	0.00%	+8.3%	Q2 2025
BKEBuckle Inc	$1.06M	0.44%	0.04%	+28.5%	Q2 2025
RTXRTX Corp	$1.06M	0.44%	0.00%	-1.3%	Q4 2023
MCDMcdonalds Corp	$1.06M	0.43%	0.00%	+0.2%	Q4 2023
BKHBlack Hills Corp	$1.05M	0.43%	0.02%	+19.2%	Q3 2025
TGTTarget Corp	$1.04M	0.43%	0.00%	+11.5%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$991K	0.41%	0.00%	+6.7%	Q4 2025
PMPhilip Morris International Inc.	$948K	0.39%	0.00%	0.0%	Q4 2023
RIORio Tinto PLC	$925K	0.38%	0.00%	-29.0%	Q3 2024
BHPBHP Group Ltd	$919K	0.38%	0.00%	+4.6%	Q4 2023

Q4 2025Reported Feb 5, 2026138 positions
AAPLApple Inc.	$19.5M	8.04%	0.00%	+0.4%	Q4 2023
BRK.BBerkshire Hathaway Inc	$11.8M	4.89%	Not reported	+1.4%	Q4 2023
TSLATesla, Inc.	$10.1M	4.15%	0.00%	+0.1%	Q4 2023
MSFTMicrosoft Corp	$9.66M	3.99%	0.00%	+0.5%	Q4 2023
AMZNAmazon Com Inc	$5.32M	2.20%	0.00%	-0.1%	Q4 2023
FSLRFirst Solar, Inc.	$4.98M	2.06%	0.02%	+0.3%	Q4 2023
XOMExxonMobil Holdings Corp	$4.92M	2.03%	0.00%	-1.5%	Q4 2023
TEVATeva Pharmaceutical Industries Ltd	$4.6M	1.90%	0.01%	-0.8%	Q4 2023
JPMJPMorgan Chase & Co	$4.15M	1.71%	0.00%	+0.1%	Q4 2023
GOOGAlphabet Inc.	$3.98M	1.64%	Not reported	-0.6%	Q4 2023
METAMeta Platforms, Inc.	$3.71M	1.53%	Not reported	+0.8%	Q4 2023
GEGeneral Electric Co	$3.64M	1.50%	0.00%	+0.9%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$3.31M	1.36%	Not reported	+22.6%	Q4 2023
VSTVistra Corp.	$3.08M	1.27%	0.01%	-0.1%	Q4 2023
MOAltria Group, Inc.	$2.92M	1.21%	0.00%	+22.9%	Q4 2023
WMTWalmart Inc.	$2.63M	1.08%	0.00%	-1.1%	Q4 2023
GEVGE Vernova Inc.	$2.52M	1.04%	0.00%	+1.4%	Q2 2024
ABBVAbbVie Inc.	$2.43M	1.00%	0.00%	+0.1%	Q4 2023
CATCaterpillar Inc	$2.29M	0.94%	0.00%	+1.5%	Q4 2023
NVDANvidia Corp	$2.09M	0.86%	0.00%	-0.2%	Q4 2023
JNJJohnson & Johnson	$1.85M	0.77%	0.00%	0.0%	Q4 2023
PGPROCTER & GAMBLE Co	$1.8M	0.74%	0.00%	+0.1%	Q4 2023
VZVerizon Communications Inc	$1.76M	0.73%	0.00%	-6.1%	Q4 2023
KOCoca Cola Co	$1.69M	0.70%	0.00%	+0.1%	Q4 2023
IBMInternational Business Machines Corp	$1.68M	0.69%	0.00%	+11.6%	Q4 2023
ASAASA Gold & Precious Metals Ltd	$1.62M	0.67%	Not reported	Not reported	Q4 2023
COINCoinbase Global, Inc.	$1.55M	0.64%	0.00%	-1.2%	Q4 2023
OHIOmega Healthcare Investors Inc	$1.44M	0.60%	0.01%	-13.7%	Q2 2025
AXPAmerican Express Co	$1.43M	0.59%	0.00%	+2.2%	Q4 2023
ABEVAmbev S.A.	$1.4M	0.58%	0.00%	+5.5%	Q4 2023
CVXChevron Corp	$1.39M	0.57%	0.00%	-31.6%	Q4 2023
ETEnergy Transfer LP	$1.27M	0.52%	0.00%	-5.0%	Q4 2023
TXNTexas Instruments Inc	$1.24M	0.51%	0.00%	-2.9%	Q4 2023
ASMLAsml Holding NV	$1.2M	0.50%	0.00%	-0.2%	Q4 2023
NEENextera Energy Inc	$1.17M	0.48%	0.00%	+17.0%	Q1 2025
NNNNNN REIT, Inc.	$1.15M	0.47%	0.02%	New	Q4 2025
MTDRMatador Resources Co	$1.13M	0.47%	0.02%	-0.4%	Q4 2023
RIORio Tinto PLC	$1.12M	0.46%	0.00%	-9.9%	Q3 2024
GDGeneral Dynamics Corp	$1.06M	0.44%	0.00%	-12.9%	Q3 2025
GOOGLAlphabet Inc.	$1.04M	0.43%	0.00%	-4.1%	Q4 2023
MCDMcdonalds Corp	$1.04M	0.43%	0.00%	0.0%	Q4 2023
AMGNAmgen Inc	$1.04M	0.43%	0.00%	0.0%	Q4 2023
RTXRTX Corp	$1.02M	0.42%	0.00%	Not reported	Q4 2023
MRKMerck & Co., Inc.	$968K	0.40%	0.00%	New	Q4 2025
CFCF Industries Holdings, Inc.	$960K	0.40%	0.01%	New	Q4 2025
VVisa Inc.	$943K	0.39%	0.00%	-4.4%	Q4 2023
MPLXMPLX LP	$931K	0.38%	0.00%	+1.2%	Q2 2025
PMPhilip Morris International Inc.	$920K	0.38%	0.00%	-0.1%	Q4 2023
HDHome Depot, Inc.	$913K	0.38%	0.00%	Not reported	Q4 2023
BKHBlack Hills Corp	$880K	0.36%	0.02%	-23.9%	Q3 2025

Q3 2025Reported Oct 23, 2025132 positions
AAPLApple Inc.	$18.2M	7.77%	0.00%	-1.0%	Q4 2023
BRK.BBerkshire Hathaway Inc	$11.7M	5.00%	Not reported	+3.0%	Q4 2023
MSFTMicrosoft Corp	$10.3M	4.40%	0.00%	-0.4%	Q4 2023
TSLATesla, Inc.	$9.94M	4.25%	0.00%	-0.4%	Q4 2023
AMZNAmazon Com Inc	$5.07M	2.17%	0.00%	+0.3%	Q4 2023
XOMExxonMobil Holdings Corp	$4.68M	2.00%	0.00%	-0.5%	Q4 2023
FSLRFirst Solar, Inc.	$4.2M	1.79%	0.02%	-0.3%	Q4 2023
METAMeta Platforms, Inc.	$4.1M	1.75%	Not reported	-1.6%	Q4 2023
JPMJPMorgan Chase & Co	$4.06M	1.74%	0.00%	0.0%	Q4 2023
VSTVistra Corp.	$3.75M	1.60%	0.01%	-12.8%	Q4 2023
GEGeneral Electric Co	$3.52M	1.51%	0.00%	-3.7%	Q4 2023
GOOGAlphabet Inc.	$3.11M	1.33%	Not reported	-0.1%	Q4 2023
TEVATeva Pharmaceutical Industries Ltd	$3M	1.28%	0.01%	-4.2%	Q4 2023
MOAltria Group, Inc.	$2.72M	1.16%	0.00%	+5.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.63M	1.13%	Not reported	-0.1%	Q4 2023
ABBVAbbVie Inc.	$2.46M	1.05%	0.00%	+0.1%	Q4 2023
WMTWalmart Inc.	$2.46M	1.05%	0.00%	-0.6%	Q4 2023
COINCoinbase Global, Inc.	$2.34M	1.00%	0.00%	+0.4%	Q4 2023
GEVGE Vernova Inc.	$2.34M	1.00%	0.00%	-2.4%	Q2 2024
NVDANvidia Corp	$2.09M	0.89%	0.00%	-1.8%	Q4 2023
CVXChevron Corp	$2.07M	0.88%	0.00%	+46.9%	Q4 2023
VZVerizon Communications Inc	$2.02M	0.87%	0.00%	+3.8%	Q4 2023
PGPROCTER & GAMBLE Co	$1.93M	0.82%	0.00%	+0.5%	Q4 2023
CATCaterpillar Inc	$1.88M	0.80%	0.00%	+1.3%	Q4 2023
JNJJohnson & Johnson	$1.66M	0.71%	0.00%	-0.2%	Q4 2023
KOCoca Cola Co	$1.6M	0.68%	0.00%	-1.1%	Q4 2023
OHIOmega Healthcare Investors Inc	$1.59M	0.68%	0.01%	+17.0%	Q2 2025
ABTAbbott Laboratories	$1.58M	0.68%	0.00%	+4.7%	Q4 2023
IBMInternational Business Machines Corp	$1.43M	0.61%	0.00%	+1.7%	Q4 2023
ETEnergy Transfer LP	$1.39M	0.60%	0.00%	+4.4%	Q4 2023
TXNTexas Instruments Inc	$1.35M	0.58%	0.00%	0.0%	Q4 2023
AXPAmerican Express Co	$1.25M	0.54%	0.00%	+0.7%	Q4 2023
ASAASA Gold & Precious Metals Ltd	$1.25M	0.53%	Not reported	Not reported	Q4 2023
GDGeneral Dynamics Corp	$1.24M	0.53%	0.00%	New	Q3 2025
CSCOCisco Systems, Inc.	$1.2M	0.51%	0.00%	+9.7%	Q3 2024
ABEVAmbev S.A.	$1.2M	0.51%	0.00%	+1.0%	Q4 2023
MTDRMatador Resources Co	$1.2M	0.51%	0.02%	-3.1%	Q4 2023
ASMLAsml Holding NV	$1.09M	0.47%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$1.08M	0.46%	0.00%	+0.5%	Q4 2023
VICIVici Properties Inc.	$1.05M	0.45%	0.00%	+9.8%	Q1 2024
EPDEnterprise Products Partners L.P.	$1.04M	0.44%	0.00%	+1.6%	Q4 2023
MCDMcdonalds Corp	$1.03M	0.44%	0.00%	-9.7%	Q4 2023
BKHBlack Hills Corp	$1.03M	0.44%	0.02%	New	Q3 2025
RIORio Tinto PLC	$1.02M	0.44%	0.00%	-10.5%	Q3 2024
UNHUnitedhealth Group Inc	$975K	0.42%	0.00%	-7.1%	Q4 2023
VVisa Inc.	$960K	0.41%	0.00%	Not reported	Q4 2023
BKEBuckle Inc	$953K	0.41%	0.03%	+10.0%	Q2 2025
NEENextera Energy Inc	$944K	0.40%	0.00%	-37.4%	Q1 2025
RTXRTX Corp	$933K	0.40%	0.00%	-0.5%	Q4 2023
PMPhilip Morris International Inc.	$931K	0.40%	0.00%	Not reported	Q4 2023

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