Burford Brothers
DALLAS, TXfiles as Burford Brothers, Inc.
$272m in 182 US stocks at the end of 30 June 2026. The top 10 are 38.8% of the money. It changed about 9.1% of the portfolio this quarter.
Value
$272m
Stocks
182
Top 10 share
38.8%
Turnover
9.1%
What changed this quarter
New
Bought for the first time this quarter.
- FermiFRMI1.0% of the fund
- Eli LillyLLY0.4% of the fund
- LAS Vegas SandsLVS0.3% of the fund
- Space Exploration TechnologiesSPCX0.3% of the fund
- AptargroupATR0.3% of the fund
- Skyworks SolutionsSWKS0.2% of the fund
- Applied MaterialsAMAT0.2% of the fund
- S&P Global0.1% of the fund
- Lam ResearchLRCX<0.1% of the fund
- Sibanye StillwaterSBSW<0.1% of the fund
- NucorNUE<0.1% of the fund
- Southwest AirlinesLUV<0.1% of the fund
- J P Morgan Exchange Traded FJEPQ<0.1% of the fund
- Vanguard Index FDSVTI<0.1% of the fund
- Mueller IndustriesMLI<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT2.9% of the fund+3%
- AlphabetGOOG1.7% of the fund+4%
- CaterpillarCAT1.6% of the fund+2%
- Capital Group Core BalancedCGBL1.0% of the fund+3%
- NvidiaNVDA1.0% of the fund+14%
- Consolidated EdisonED0.8% of the fund+487%
- Procter & GamblePG0.7% of the fund+5%
- Verizon CommunicationsVZ0.7% of the fund+14%
- ProgressivePGR0.7% of the fund+25%
- International Business MachinesIBM0.6% of the fund+3%
- Mplx LPMPLX0.5% of the fund+32%
- Bristol-Myers SquibbBMY0.5% of the fund+210%
- Dorchester Minerals L PDMLP0.5% of the fund+73%
- AmphenolAPH0.5% of the fund+21%
- AlphabetGOOGL0.4% of the fund+10%
- UnitedHealth GroupUNH0.4% of the fund+2%
- General DynamicsGD0.4% of the fund+11%
- VisaV0.4% of the fund+5%
- BlackRockBLK0.3% of the fund+3%
- Tyson FoodsTSN0.3% of the fund+3%
- Arista NetworksANET0.3% of the fund+6%
- NexPoint Residential TrustNXRT0.3% of the fund+3%
- BroadcomAVGO0.2% of the fund+21%
- Vanguard Index FDSVOO0.2% of the fund+6%
- Spdr Gold TRGLD0.2% of the fund+50%
Cut
Sold some of their stake.
- Janus Detroit STR TRVNLA4.0% of the fund-3%
- Altria GroupMO0.9% of the fund-19%
- Johnson & JohnsonJNJ0.9% of the fund-41%
- Capital Group Dividend ValueCGDV0.8% of the fund-5%
- Matador ResourcesMTDR0.5% of the fund-5%
- NNN ReitNNN0.5% of the fund-8%
- TargetTGT0.4% of the fund-4%
- Ishares TRTLT0.4% of the fund-4%
- Black HillsBKH0.3% of the fund-16%
- Janus Detroit STR TRJAAA0.3% of the fund-21%
- Rio TintoRIO0.3% of the fund-8%
- Ambev SAABEV0.3% of the fund-41%
- BuckleBKE0.3% of the fund-14%
- Goldman Sachs ETF TRGSST0.3% of the fund-7%
- Snap-onSNA0.2% of the fund-31%
- Capital GRP Fixed Incm ETF TCGSD0.2% of the fund-21%
- PepsiCoPEP0.1% of the fund-18%
- Ishares TRIWM0.1% of the fund-3%
- Vanguard Intl Equity Index FVGK0.1% of the fund-4%
- MerckMRK0.1% of the fund-79%
- IsharesEWJ<0.1% of the fund-3%
- Capital GRP Fixed Incm ETF TCGSM<0.1% of the fund-9%
- Grayscale Bitcoin Mini TR ETBTC<0.1% of the fund-4%
- Nexpoint Diversified Real Estate TrustNXDT<0.1% of the fund-33%
Sold out
Sold their entire stake.
- National Fuel GasNFG-100%
- CF Industries HoldingsCF-100%
- QualcommQCOM-100%
- Williams SonomaWSM-100%
- S&P GlobalSPGI-100%
Holdings
- Capital Group Core Equity ETCGUS
- Share
- 6.0%
- Value
- $16m
- Shares
- 370,125
Held
- Janus Detroit STR TRVNLA
- Share
- 4.0%
- Value
- $11m
- Shares
- 224,695
-3%
- Capital Group Growth ETFCGGR
- Share
- 3.6%
- Value
- $10m
- Shares
- 208,999
Held
- Capital Group GBL Growth EQTCGGO
- Share
- 2.6%
- Value
- $7m
- Shares
- 164,755
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.1%
- Value
- $3m
- Shares
- 3,892
Held
- Capital Group Core BalancedCGBL
- Share
- 1.0%
- Value
- $3m
- Shares
- 73,347
+3%
- Capital Group Intl Focus EQTCGXU
- Share
- 0.8%
- Value
- $2m
- Shares
- 65,611
Held
- Capital Group Dividend ValueCGDV
- Share
- 0.8%
- Value
- $2m
- Shares
- 41,987
-5%
- Energy Transfer L PET
- Share
- 0.6%
- Value
- $2m
- Shares
- 80,581
Held
- ASA Gold & Precious MetalsASA
- Share
- 0.5%
- Value
- $1m
- Shares
- 27,210
Held
- Mplx LPMPLX
- Share
- 0.5%
- Value
- $1m
- Shares
- 24,875
+32%
- Ishares TRSHV
- Share
- 0.5%
- Value
- $1m
- Shares
- 11,962
Held
- Dorchester Minerals L PDMLP
- Share
- 0.5%
- Value
- $1m
- Shares
- 51,761
+73%
- BHP Billiton LimitedBHP
- Share
- 0.4%
- Value
- $1m
- Shares
- 12,710
Held
- Bank OZKOZK
- Share
- 0.4%
- Value
- $1m
- Shares
- 19,624
Held
- Ishares TRTLT
- Share
- 0.4%
- Value
- $995,040
- Shares
- 11,514
-4%
- Select Sector Spdr TRXLK
- Share
- 0.4%
- Value
- $974,700
- Shares
- 5,116
Held
- Select Sector Spdr TRXLI
- Share
- 0.4%
- Value
- $973,198
- Shares
- 5,254
Held
- Janus Detroit STR TRJAAA
- Share
- 0.3%
- Value
- $919,928
- Shares
- 18,220
-21%
- Select Sector Spdr TRXLP
- Share
- 0.3%
- Value
- $894,332
- Shares
- 10,766
Held
- Capital GRP Fixed Incm ETF TCGMS
- Share
- 0.3%
- Value
- $845,973
- Shares
- 30,954
Held
- Select Sector Spdr TRXLE
- Share
- 0.3%
- Value
- $830,808
- Shares
- 15,643
Held
- Ambev SAABEV
- Share
- 0.3%
- Value
- $782,639
- Shares
- 249,248
-41%
- Space Exploration TechnologiesSPCX
- Share
- 0.3%
- Value
- $752,980
- Shares
- 4,407
New
- Select Sector Spdr TRXLU
- Share
- 0.3%
- Value
- $751,647
- Shares
- 16,578
Held
- Select Sector Spdr TRXLV
- Share
- 0.3%
- Value
- $688,902
- Shares
- 4,342
Held
- Goldman Sachs ETF TRGSST
- Share
- 0.3%
- Value
- $686,678
- Shares
- 13,577
-7%
- Select Sector Spdr TRXLC
- Share
- 0.3%
- Value
- $686,601
- Shares
- 6,409
Held
- Select Sector Spdr TRXLRE
- Share
- 0.2%
- Value
- $666,042
- Shares
- 15,127
Held
- Select Sector Spdr TRXLY
- Share
- 0.2%
- Value
- $657,237
- Shares
- 5,604
Held
- Select Sector Spdr TRXLF
- Share
- 0.2%
- Value
- $648,574
- Shares
- 12,098
Held
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $642,721
- Shares
- 936
+6%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 7.7% | $21m | 72,811 | Held |
| Capital Group Core Equity ETCGUS | 6.0% | $16m | 370,125 | Held |
| Berkshire HathawayBRK-B | 4.4% | $12m | 23,716 | Held |
| Janus Detroit STR TRVNLA | 4.0% | $11m | 224,695 | -3% |
| Capital Group Growth ETFCGGR | 3.6% | $10m | 208,999 | Held |
| TeslaTSLA | 3.5% | $9m | 22,517 | Held |
| MicrosoftMSFT | 2.9% | $8m | 20,893 | +3% |
| Capital Group GBL Growth EQTCGGO | 2.6% | $7m | 164,755 | Held |
| ExxonMobil HoldingsXOM | 2.1% | $6m | 41,768 | Held |
| Amazon.comAMZN | 2.1% | $6m | 23,782 | Held |
| Teva Pharmaceutical IndustriesTEVA | 1.8% | $5m | 147,536 | Held |
| AlphabetGOOG | 1.7% | $5m | 13,185 | +4% |
| GE VernovaGEV | 1.7% | $5m | 3,893 | Held |
| First SolarFSLR | 1.7% | $5m | 19,228 | Held |
| General ElectricGE | 1.6% | $4m | 11,978 | Held |
| CaterpillarCAT | 1.6% | $4m | 4,122 | +2% |
| JPMorgan ChaseJPM | 1.6% | $4m | 13,092 | Held |
| Meta PlatformsMETA | 1.2% | $3m | 5,907 | Held |
| VistraVST | 1.1% | $3m | 19,407 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.1% | $3m | 3,892 | Held |
| Capital Group Core BalancedCGBL | 1.0% | $3m | 73,347 | +3% |
| AbbVieABBV | 1.0% | $3m | 10,770 | Held |
| WalmartWMT | 1.0% | $3m | 23,921 | Held |
| FermiFRMI | 1.0% | $3m | 294,416 | New |
| NvidiaNVDA | 1.0% | $3m | 13,047 | +14% |
| ASML Holding NVASML | 0.9% | $2m | 1,210 | Held |
| Altria GroupMO | 0.9% | $2m | 32,891 | -19% |
| Johnson & JohnsonJNJ | 0.9% | $2m | 9,209 | -41% |
| Capital Group Intl Focus EQTCGXU | 0.8% | $2m | 65,611 | Held |
| Texas InstrumentsTXN | 0.8% | $2m | 7,294 | Held |
| Capital Group Dividend ValueCGDV | 0.8% | $2m | 41,987 | -5% |
| Consolidated EdisonED | 0.8% | $2m | 18,605 | +487% |
| Procter & GamblePG | 0.7% | $2m | 13,514 | +5% |
| Coca-ColaKO | 0.7% | $2m | 24,262 | Held |
| Verizon CommunicationsVZ | 0.7% | $2m | 46,371 | +14% |
| ProgressivePGR | 0.7% | $2m | 8,498 | +25% |
| Omega Healthcare InvestorsOHI | 0.6% | $2m | 36,921 | Held |
| International Business MachinesIBM | 0.6% | $2m | 5,897 | +3% |
| ChevronCVX | 0.6% | $2m | 9,323 | Held |
| Energy Transfer L PET | 0.6% | $2m | 80,581 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $1m | 2,986 | Held |
| ASA Gold & Precious MetalsASA | 0.5% | $1m | 27,210 | Held |
| Mplx LPMPLX | 0.5% | $1m | 24,875 | +32% |
| Bristol-Myers SquibbBMY | 0.5% | $1m | 23,457 | +210% |
| American ExpressAXP | 0.5% | $1m | 3,973 | Held |
| Ishares TRSHV | 0.5% | $1m | 11,962 | Held |
| Dorchester Minerals L PDMLP | 0.5% | $1m | 51,761 | +73% |
| Matador ResourcesMTDR | 0.5% | $1m | 25,341 | -5% |
| NNN ReitNNN | 0.5% | $1m | 26,995 | -8% |
| AmphenolAPH | 0.5% | $1m | 6,987 | +21% |
| AlphabetGOOGL | 0.4% | $1m | 3,368 | +10% |
| AmgenAMGN | 0.4% | $1m | 3,252 | Held |
| UnitedHealth GroupUNH | 0.4% | $1m | 2,799 | +2% |
| TargetTGT | 0.4% | $1m | 8,247 | -4% |
| Coinbase GlobalCOIN | 0.4% | $1m | 7,326 | Held |
| Eli LillyLLY | 0.4% | $1m | 890 | New |
| BHP Billiton LimitedBHP | 0.4% | $1m | 12,710 | Held |
| General DynamicsGD | 0.4% | $1m | 2,951 | +11% |
| Philip Morris InternationalPM | 0.4% | $1m | 5,768 | Held |
| RTXRTX | 0.4% | $1m | 5,480 | Held |
| Bank OZKOZK | 0.4% | $1m | 19,624 | Held |
| Ishares TRTLT | 0.4% | $995,040 | 11,514 | -4% |
| Select Sector Spdr TRXLK | 0.4% | $974,700 | 5,116 | Held |
| Select Sector Spdr TRXLI | 0.4% | $973,198 | 5,254 | Held |
| VisaV | 0.4% | $956,905 | 2,789 | +5% |
| Black HillsBKH | 0.3% | $943,056 | 12,675 | -16% |
| McDonald'sMCD | 0.3% | $930,020 | 3,441 | Held |
| Home DepotHD | 0.3% | $928,873 | 2,634 | Held |
| Janus Detroit STR TRJAAA | 0.3% | $919,928 | 18,220 | -21% |
| Select Sector Spdr TRXLP | 0.3% | $894,332 | 10,766 | Held |
| Rio TintoRIO | 0.3% | $865,660 | 9,119 | -8% |
| Capital GRP Fixed Incm ETF TCGMS | 0.3% | $845,973 | 30,954 | Held |
| Ford MotorF | 0.3% | $841,410 | 60,533 | Held |
| ChubbCB | 0.3% | $836,208 | 2,454 | Held |
| Select Sector Spdr TRXLE | 0.3% | $830,808 | 15,643 | Held |
| LAS Vegas SandsLVS | 0.3% | $815,300 | 17,651 | New |
| Ambev SAABEV | 0.3% | $782,639 | 249,248 | -41% |
| BlackRockBLK | 0.3% | $774,419 | 805 | +3% |
| StarbucksSBUX | 0.3% | $773,237 | 7,567 | Held |
| BuckleBKE | 0.3% | $763,379 | 18,090 | -14% |
| Space Exploration TechnologiesSPCX | 0.3% | $752,980 | 4,407 | New |
| Select Sector Spdr TRXLU | 0.3% | $751,647 | 16,578 | Held |
| KTKT | 0.3% | $733,018 | 42,420 | Held |
| Sabine Royalty TrustSBR | 0.3% | $732,003 | 10,000 | Held |
| AptargroupATR | 0.3% | $730,590 | 5,835 | New |
| Tyson FoodsTSN | 0.3% | $729,245 | 12,738 | +3% |
| Phillips 66PSX | 0.3% | $699,827 | 4,140 | Held |
| Select Sector Spdr TRXLV | 0.3% | $688,902 | 4,342 | Held |
| Arista NetworksANET | 0.3% | $688,184 | 4,051 | +6% |
| Goldman Sachs ETF TRGSST | 0.3% | $686,678 | 13,577 | -7% |
| Select Sector Spdr TRXLC | 0.3% | $686,601 | 6,409 | Held |
| Howmet AerospaceHWM | 0.3% | $686,400 | 2,553 | Held |
| NexPoint Residential TrustNXRT | 0.3% | $685,687 | 24,559 | +3% |
| BroadcomAVGO | 0.2% | $668,636 | 1,770 | +21% |
| Select Sector Spdr TRXLRE | 0.2% | $666,042 | 15,127 | Held |
| Cisco SystemsCSCO | 0.2% | $662,332 | 5,639 | Held |
| Select Sector Spdr TRXLY | 0.2% | $657,237 | 5,604 | Held |
| Select Sector Spdr TRXLF | 0.2% | $648,574 | 12,098 | Held |
| Vanguard Index FDSVOO | 0.2% | $642,721 | 936 | +6% |
| Snap-onSNA | 0.2% | $621,582 | 1,545 | -31% |
Showing the largest 100 of 182.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 25.0% since 30 June 2025.
Where the money is
Technology17.6%
Financial services9.2%
Retail & consumer8.0%
Industrials7.9%
Health care6.3%
Everyday goods4.8%
Media & telecom4.5%
Energy3.9%
Utilities2.5%
Real estate2.4%
Materials1.0%
Other31.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.