Burford Brothers, Inc.
Burford Brothers, Inc. reported 185 US-listed holdings worth $274.1 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: Apple Inc. (8.8%), Capital Group Core Equity Et (6.0%) and Berkshire Hathaway Inc. Class B (4.2%). Against the quarter before, it opened 18 positions, added to 61, trimmed 59 and sold out of 15.
Reported holdings$274.1M+0.6% on Q2 2026
Positions185+3 on Q2 2026
The largest ten39.8%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 185 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +23.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 18Added 61Held 47Trimmed 59Sold out 15
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 18
- ExxonMobil Holdings Corp. XOM$6.8 million
- Teva Pharmaceutical Industries Ltd. TEVA$5.8 million
- T. Rowe Price Group, Inc. TROW$1.3 million
- Sanofi SNY$1.2 million
- CF Industries Holdings, Inc. CF$1.1 million
- UGI Corp. UGI$1.1 million
- Steel Dynamics Inc. STLD$787,602
- Best Buy Co., Inc. BBY$739,363
and 10 more in the table below
Added to 61
- NVIDIA Corp. NVDA+4,051 shares · +31%
- Meta Platforms, Inc. META+1,023 shares · +17%
- Ambev S.A. ABEV+252,006 shares · +101%
- Mueller Industries Inc. MLI+11,843 shares · +349%
- iShares SHV+5,589 shares · +47%
- KT Corp. KT+25,557 shares · +60%
- Capital GRP Fixed Incm ETF T CGMS+15,052 shares · +49%
- Amphenol Corp. APH+4,618 shares · +33%
and 53 more in the table below
Trimmed 59
- Janus Detroit Street Trust VNLA-44,561 shares · -20%
- Verizon Communications Inc. VZ-36,240 shares · -78%
- Consolidated Edison Inc. ED-15,312 shares · -82%
- Rio Tinto plc RIO-6,687 shares · -73%
- Progressive Corp. PGR-2,369 shares · -28%
- General Electric Co. GE-960 shares · -8%
- GE Vernova Inc. GEV-245 shares · -6%
- Berkshire Hathaway Inc. Class B BRKB-385 shares · -2%
and 51 more in the table below
Sold out of 15
- ExxonMobil Holdings Corp. XOM$5.7 million last quarter
- Teva Pharmaceutical Industries Ltd. TEVA$5.0 million last quarter
- Eli Lilly & Co. LLY$1.1 million last quarter
- General Dynamics Corp. GD$1.0 million last quarter
- Bank Ozk Little Rock ARK OZK$1.0 million last quarter
- Black Hills Corp. BKH$943,056 last quarter
- Las Vegas Sands Corp. LVS$815,300 last quarter
- Buckle Inc. BKE$763,379 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Apple Inc. AAPL | 72.6K | $24.2 million | 8.82% | -188 |
| Capital Group Core Equity Et CGUS | 370.3K | $16.5 million | 6.01% | +151 |
| Berkshire Hathaway Inc. Class B BRKB | 23.3K | $11.6 million | 4.24% | -385 |
| Microsoft Corp. MSFT | 20.8K | $10.7 million | 3.90% | -46 |
| Capital Group Growth ETF CGGR | 211.1K | $10.0 million | 3.65% | +2.1K |
| Janus Detroit Street Trust VNLA | 180.1K | $8.7 million | 3.19% | -44.6K |
| Tesla, Inc. TSLA | 22.4K | $8.0 million | 2.90% | -95 |
| ExxonMobil Holdings Corp. XOM | 41.8K | $6.8 million | 2.48% | new |
| Capital Group GBL Growth Eqt CGGO | 165.0K | $6.6 million | 2.39% | +233 |
| Amazon.com Inc. AMZN | 23.7K | $5.9 million | 2.15% | -81 |
| Teva Pharmaceutical Industries Ltd. TEVA | 146.4K | $5.8 million | 2.11% | new |
| Meta Platforms, Inc. META | 6.9K | $5.0 million | 1.83% | +1.0K |
| Alphabet Inc. GOOG | 13.2K | $4.5 million | 1.64% | -5 |
| JPMorgan Chase & Co. JPM | 13.1K | $4.3 million | 1.59% | +51 |
| NVIDIA Corp. NVDA | 17.1K | $3.9 million | 1.42% | +4.1K |
| GE Vernova Inc. GEV | 3.6K | $3.5 million | 1.26% | -245 |
| General Electric Co. GE | 11.0K | $3.4 million | 1.26% | -960 |
| First Solar, Inc. FSLR | 19.2K | $3.4 million | 1.23% | -42 |
| Caterpillar Inc. CAT | 4.1K | $3.3 million | 1.22% | +6 |
| SPDR S&P 500 SPY | 3.9K | $3.0 million | 1.08% | -6 |
| AbbVie Inc. ABBV | 10.8K | $2.8 million | 1.03% | +11 |
| Capital Group Core Balanced CGBL | 74.2K | $2.7 million | 1.00% | +882 |
| Vistra Corp. VST | 19.3K | $2.7 million | 0.97% | -127 |
| Walmart Inc. WMT | 24.1K | $2.5 million | 0.91% | +138 |
| Johnson & Johnson JNJ | 9.3K | $2.5 million | 0.90% | +78 |
| Capital Group Intl Focus Eqt CGXU | 65.6K | $2.2 million | 0.82% | -44 |
| Altria Group, Inc. MO | 32.8K | $2.2 million | 0.80% | -129 |
| ASML Holding N.V. ASML | 1.2K | $2.2 million | 0.80% | +4 |
| Coca-Cola Co. KO | 24.3K | $2.1 million | 0.76% | +9 |
| Texas Instruments Inc. TXN | 7.3K | $2.0 million | 0.74% | -16 |
| Capital Group Dividend Value CGDV | 41.5K | $2.0 million | 0.74% | -491 |
| Procter & Gamble Co. PG | 13.6K | $2.0 million | 0.72% | +74 |
| iShares SHV | 17.6K | $1.9 million | 0.71% | +5.6K |
| Chevron Corp. CVX | 9.2K | $1.9 million | 0.68% | -160 |
| Omega Healthcare Investors Inc. OHI | 34.1K | $1.6 million | 0.58% | -2.9K |
| Amphenol Corp. APH | 18.6K | $1.6 million | 0.57% | +4.6K |
| Energy Transfer LP ET | 78.4K | $1.5 million | 0.57% | -2.2K |
| Bristol-Myers Squibb Co. BMY | 24.6K | $1.5 million | 0.56% | +1.1K |
| ASA Gold and Precious Mtls L ASA | 27.2K | $1.5 million | 0.55% | no change |
| Ambev S.A. ABEV | 501.3K | $1.5 million | 0.53% | +252.0K |
| NNN REIT, Inc. NNN | 34.9K | $1.4 million | 0.52% | +7.9K |
| Dorchester Minerals LP DMLP | 50.6K | $1.4 million | 0.52% | -1.1K |
| Mplx LP MPLX | 24.9K | $1.4 million | 0.51% | +38 |
| Amgen Inc. AMGN | 3.3K | $1.4 million | 0.50% | +18 |
| Coinbase Global, Inc. COIN | 7.4K | $1.4 million | 0.50% | +25 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 3.0K | $1.3 million | 0.49% | -31 |
| T. Rowe Price Group, Inc. TROW | 12.8K | $1.3 million | 0.49% | new |
| Fermi Inc. Com FRMI | 313.9K | $1.3 million | 0.48% | +19.5K |
| Matador Resources Co. MTDR | 25.3K | $1.3 million | 0.48% | -12 |
| Target Corp. TGT | 8.3K | $1.3 million | 0.47% | +8 |
| KT Corp. KT | 68.0K | $1.3 million | 0.47% | +25.6K |
| International Business Machines Corp. IBM | 5.8K | $1.3 million | 0.47% | -64 |
| Progressive Corp. PGR | 6.1K | $1.3 million | 0.46% | -2.4K |
| American Express Co. AXP | 4.0K | $1.2 million | 0.44% | -3 |
| Capital GRP Fixed Incm ETF T CGMS | 46.0K | $1.2 million | 0.44% | +15.1K |
| Sanofi SNY | 29.0K | $1.2 million | 0.44% | new |
| Select Sector SPDR Trust XLE | 19.4K | $1.2 million | 0.43% | +3.7K |
| Alphabet Inc. GOOGL | 3.4K | $1.2 million | 0.42% | +5 |
| Philip Morris International Inc. PM | 5.8K | $1.1 million | 0.40% | +1 |
| CF Industries Holdings, Inc. CF | 9.5K | $1.1 million | 0.40% | new |
| BHP Group Limited BHP | 12.7K | $1.1 million | 0.39% | +18 |
| Phillips 66 PSX | 4.2K | $1.1 million | 0.39% | +40 |
| UGI Corp. UGI | 29.8K | $1.1 million | 0.39% | new |
| RTX Corp. RTX | 5.5K | $1.0 million | 0.37% | +38 |
| Janus Detroit STR Trust JAAA | 20.2K | $1.0 million | 0.37% | +1.9K |
| UnitedHealth Group Inc. UNH | 2.8K | $1.0 million | 0.37% | -45 |
| Visa Inc. V | 2.7K | $959,506 | 0.35% | -119 |
| Mueller Industries Inc. MLI | 15.2K | $923,641 | 0.34% | +11.8K |
| iShares Trust TLT | 11.0K | $858,613 | 0.31% | -475 |
| BlackRock, Inc. BLK | 806 | $852,873 | 0.31% | +1 |
| Technology Select Sector SPDR ETF XLK | 4.2K | $831,546 | 0.30% | -868 |
| Arista Networks, Inc. ANET | 4.1K | $829,018 | 0.30% | +21 |
| Select Sector SPDR Trust XLP | 10.2K | $823,974 | 0.30% | -543 |
| Palantir Technologies Inc. PLTR | 4.4K | $815,164 | 0.30% | -2 |
| Select Sector SPDR Trust XLI | 4.9K | $810,020 | 0.30% | -403 |
| Chubb Ltd. CB | 2.5K | $798,277 | 0.29% | no change |
| McDonald's Corp. MCD | 3.4K | $793,790 | 0.29% | -4 |
| Steel Dynamics Inc. STLD | 3.6K | $787,602 | 0.29% | new |
| Salesforce, Inc. CRM | 3.4K | $786,847 | 0.29% | +73 |
| Space Exploration Techn Corp. Class A Com STK SPCX | 5.0K | $753,435 | 0.27% | +587 |
| Best Buy Co., Inc. BBY | 8.4K | $739,363 | 0.27% | new |
| H&R Block Inc. HRB | 18.0K | $736,526 | 0.27% | new |
| Ford Motor Co. F | 60.9K | $734,493 | 0.27% | +370 |
| A. O. Smith Corp. AOS | 13.0K | $732,190 | 0.27% | new |
| Home Depot, Inc. HD | 2.5K | $723,173 | 0.26% | -92 |
| Edison International EIX | 13.4K | $719,552 | 0.26% | new |
| Vanguard S&P 500 VOO | 1.0K | $714,342 | 0.26% | +83 |
| Starbucks Corp. SBUX | 7.6K | $713,225 | 0.26% | +24 |
| Broadcom Inc. AVGO | 2.0K | $695,744 | 0.25% | +211 |
| Sabine Rty Trust SBR | 10.0K | $691,503 | 0.25% | no change |
| Goldman Sachs ETF Trust GSST | 13.6K | $684,567 | 0.25% | -10 |
| Select Sector SPDR Trust XLC | 6.0K | $663,340 | 0.24% | -431 |
| Financial Select Sector SPDR ETF XLF | 12.4K | $662,160 | 0.24% | +302 |
| Select Sector SPDR Trust XLV | 3.9K | $657,512 | 0.24% | -438 |
| Select Sector SPDR Trust XLU | 16.5K | $650,523 | 0.24% | -84 |
| Tyson Foods, Inc. TSN | 12.7K | $639,844 | 0.23% | -75 |
| Cisco Systems, Inc. CSCO | 5.7K | $608,811 | 0.22% | +18 |
| Cognizant Technology Solutions Corp. CTSH | 10.4K | $597,319 | 0.22% | new |
| BP plc BP | 13.4K | $587,354 | 0.21% | no change |
| SPDR Gold Trust GLD | 1.5K | $582,685 | 0.21% | +206 |
| Howmet Aerospace Inc. HWM | 2.5K | $575,402 | 0.21% | -9 |
| Select Sector SPDR Trust XLY | 5.1K | $557,914 | 0.20% | -478 |
| iShares Trust SHY | 6.7K | $544,771 | 0.20% | new |
| Select Sector SPDR Trust XLRE | 13.2K | $540,994 | 0.20% | -1.9K |
| GE HealthCare Technologies Inc. GEHC | 8.1K | $526,697 | 0.19% | -737 |
| Brinker International, Inc. EAT | 2.7K | $513,242 | 0.19% | no change |
| Union Pacific Corp. UNP | 1.9K | $511,332 | 0.19% | +2 |
| Select Sector SPDR Trust XLB | 10.1K | $492,218 | 0.18% | -271 |
| NexPoint Residential Trust, Inc. NXRT | 24.6K | $479,146 | 0.17% | no change |
| Schwab Fundamental US Large Com FNDX | 15.1K | $474,687 | 0.17% | +457 |
| Verizon Communications Inc. VZ | 10.1K | $464,724 | 0.17% | -36.2K |
| Capital GRP Fixed Incm ETF T CGSD | 18.4K | $463,355 | 0.17% | -1.9K |
| General Motors Co. GM | 5.8K | $449,064 | 0.16% | -391 |
| Automatic Data Processing Inc. ADP | 1.7K | $447,437 | 0.16% | +1 |
| ConocoPhillips COP | 3.5K | $440,827 | 0.16% | -26 |
| Republic Services, Inc. RSG | 1.9K | $407,941 | 0.15% | no change |
| Invesco Mun Opportunity Trust Com VMO | 48.7K | $406,562 | 0.15% | no change |
| Invesco Trust Invt Grade Muns VGM | 46.4K | $401,542 | 0.15% | no change |
| Nuveen Amt Free Mun CR Inc. F NVG | 37.8K | $400,825 | 0.15% | no change |
| United STS Commodity Index F USCI | 3.5K | $382,187 | 0.14% | -8 |
| Costco Wholesale Corp. COST | 417 | $379,976 | 0.14% | -35 |
| Enterprise Products Partners L.P. EPD | 10.6K | $377,774 | 0.14% | +50 |
| Invesco QQQ Trust QQQ | 504 | $372,844 | 0.14% | +40 |
| Novo Nordisk A/S NVO | 9.8K | $371,291 | 0.14% | no change |
| Intercontinental Exchange, Inc. ICE | 2.4K | $367,907 | 0.13% | -4 |
| Ralph Lauren Corp. RL | 1.0K | $364,135 | 0.13% | +3 |
| Walt Disney Co. DIS | 3.4K | $360,404 | 0.13% | +25 |
| Applied Materials Inc. AMAT | 704 | $360,038 | 0.13% | -8 |
| PepsiCo Inc. PEP | 2.8K | $349,984 | 0.13% | -48 |
| Nuveen Municipal Credit Inc. NZF | 31.5K | $340,928 | 0.12% | +8.6K |
| Consolidated Edison Inc. ED | 3.3K | $336,578 | 0.12% | -15.3K |
| Schwab Strategic Trust SCHD | 10.1K | $329,561 | 0.12% | +437 |
| Abbott Laboratories ABT | 3.3K | $328,832 | 0.12% | +4 |
| Comcast Corp. CMCSA | 15.0K | $325,617 | 0.12% | new |
| Brookfield Renewable Partner BEP | 11.5K | $322,822 | 0.12% | no change |
| Merck & Co., Inc. MRK | 2.2K | $321,723 | 0.12% | +53 |
| PIMCO ETF Trust MINT | 3.2K | $321,458 | 0.12% | no change |
| Grayscale Bitcoin Mini Trust Et BTC | 8.5K | $315,849 | 0.12% | +17 |
| Sibanye Stillwater Ltd SBSW | 30.0K | $306,300 | 0.11% | no change |
| PIMCO ETF Trust MUNI | 6.1K | $305,544 | 0.11% | no change |
| S&P Global Inc. SPGI | 768 | $302,953 | 0.11% | new |
| Eaton Vance Tax-Managed Dive ETY | 21.4K | $300,670 | 0.11% | no change |
| Invesco Muni Income Opp Trst OIA | 52.5K | $300,653 | 0.11% | +18.0K |
| Deere & Co. DE | 445 | $298,840 | 0.11% | no change |
| BlackRock Muniassets FD Inc. MUA | 31.0K | $295,859 | 0.11% | new |
| Vanguard World FD VHT | 925 | $292,312 | 0.11% | +9 |
| iShares Core MSCI Emerging Mark IEMG | 3.6K | $290,459 | 0.11% | -822 |
| Estee Lauder Companies Inc. EL | 3.1K | $289,721 | 0.11% | no change |
| Firstenergy Corp. FE | 6.6K | $287,625 | 0.10% | -46 |
| Vanguard Intl Equity Index F VGK | 3.3K | $285,814 | 0.10% | -164 |
| Pfizer Inc. PFE | 10.0K | $284,373 | 0.10% | -1.2K |
| iShares U S ETF Trust NEAR | 5.7K | $281,908 | 0.10% | no change |
| Intuitive Surgical Inc. ISRG | 688 | $279,761 | 0.10% | +1 |
| PulteGroup Inc. PHM | 2.4K | $278,539 | 0.10% | -60 |
| Putnam Mun Opportunities Trust SH Ben Int PMO | 30.2K | $276,028 | 0.10% | +10.3K |
| American Century Diversified Corporate Bond ETF KORP | 6.1K | $269,043 | 0.10% | no change |
| Capital GRP Fixed Incm ETF T CGMU | 10.2K | $264,484 | 0.10% | no change |
| Nucor Corp. NUE | 1.1K | $258,294 | 0.09% | -3 |
| Morgan Stanley Emerging Mkts EDD | 48.9K | $257,004 | 0.09% | no change |
| iShares Inc. EWJ | 2.6K | $256,781 | 0.09% | -269 |
| PIMCO Income Strategy FD II PFN | 40.8K | $254,342 | 0.09% | no change |
| Sherwin Williams Co. SHW | 780 | $252,151 | 0.09% | +5 |
| iShares Russell 2000 ETF IWM | 903 | $250,799 | 0.09% | -119 |
| NetEase, Inc. NTES | 2.1K | $249,347 | 0.09% | no change |
| Air Products & Chemicals, Inc. APD | 884 | $245,874 | 0.09% | +6 |
| Capital GRP Fixed Incm ETF T CGSM | 9.5K | $243,988 | 0.09% | no change |
| Halliburton Co. HAL | 7.3K | $232,744 | 0.08% | +40 |
| Rio Tinto plc RIO | 2.4K | $229,012 | 0.08% | -6.7K |
| Mondelez International, Inc. MDLZ | 3.9K | $224,004 | 0.08% | no change |
| Barrick Mining Corp B | 5.5K | $223,156 | 0.08% | -119 |
| Enbridge Inc. ENB | 4.8K | $222,641 | 0.08% | no change |
| Nokia Corporation NOK | 21.9K | $222,573 | 0.08% | no change |
| Cardinal Health Inc. CAH | 998 | $222,093 | 0.08% | +2 |
| Capital GRP Fixed Incm ETF T CGCP | 10.5K | $221,925 | 0.08% | no change |
| JPMorgan Nasdaq Equity Premium JEPQ | 3.6K | $219,740 | 0.08% | no change |
| VG Totl STK Vprs VTI | 577 | $215,936 | 0.08% | no change |
| Lockheed Martin Corp. LMT | 417 | $212,324 | 0.08% | -63 |
| Grayscale Digital Large Cap GDLC | 5.4K | $208,256 | 0.08% | new |
| iShares Silver Trust SLV | 3.7K | $201,251 | 0.07% | new |
| Eaton Vance Tax-Managed Buy- ETV | 13.2K | $196,944 | 0.07% | no change |
| Eaton Vance Tax Mnged Buy Writ Com ETB | 12.5K | $191,625 | 0.07% | no change |
| Nuveen Floating Rate Income JFR | 13.1K | $97,241 | 0.04% | no change |
| Nexpoint Diversified Rel Et NXDT | 13.2K | $68,569 | 0.03% | -2 |
| Freyr Battery Inc. TE | 14.9K | $57,707 | 0.02% | no change |
| Chegg Inc. CHGG | 67.1K | $48,685 | 0.02% | +30.0K |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read more
Change is shares against its 13F for the quarter before; the 15 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Palo Alto Networks Call Oct 340 | Calls | 1.0K | $397,310 |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.