Holders — by stockHoldings — by fund
Burford Brothers, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2001434
$272.5M
disclosed book value
182
positions
7.7%
largest position share
Positions, as of 2026-06-30
top 100 of 182 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 72,811 | $21.1M | 7.7% |
| 2 | CGUSCAPITAL GROUP CORE EQUITY ET | 370,125 | $16.5M | 6% |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,716 | $11.9M | 4.4% |
| 4 | VNLAJANUS DETROIT STR TR | 224,695 | $11.0M | 4% |
| 5 | CGGRCAPITAL GROUP GROWTH ETF | 208,999 | $9.9M | 3.6% |
| 6 | TSLATESLA INC | 22,517 | $9.5M | 3.5% |
| 7 | MSFTMICROSOFT CORP | 20,893 | $7.8M | 2.9% |
| 8 | CGGOCAPITAL GROUP GBL GROWTH EQT | 164,755 | $7.0M | 2.6% |
| 9 | EXMOCEXXON MOBIL CORP | 41,768 | $5.7M | 2.1% |
| 10 | AMZNAMAZON COM INC | 23,782 | $5.7M | 2.1% |
| 11 | TEVATEVA PHARMACEUTICAL INDS LTD | 147,536 | $5.0M | 1.8% |
| 12 | GOOGALPHABET INC | 13,185 | $4.7M | 1.7% |
| 13 | GEVGE VERNOVA INC | 3,893 | $4.6M | 1.7% |
| 14 | FSLRFIRST SOLAR INC | 19,228 | $4.5M | 1.7% |
| 15 | GEGE AEROSPACE | 11,978 | $4.5M | 1.6% |
| 16 | CATCATERPILLAR INC | 4,122 | $4.4M | 1.6% |
| 17 | JPMJPMORGAN CHASE & CO | 13,092 | $4.3M | 1.6% |
| 18 | METAMETA PLATFORMS INC | 5,907 | $3.3M | 1.2% |
| 19 | VSTVISTRA CORP | 19,407 | $3.1M | 1.1% |
| 20 | SPYSTATE STR SPDR S&P 500 ETF T | 3,892 | $2.9M | 1.1% |
| 21 | CGBLCAPITAL GROUP CORE BALANCED | 73,347 | $2.8M | 1% |
| 22 | ABBVABBVIE INC | 10,770 | $2.7M | 1% |
| 23 | WMTWALMART INC | 23,921 | $2.7M | 1% |
| 24 | FERMI INC | 294,416 | $2.7M | 1% |
| 25 | NVDANVIDIA CORPORATION | 13,047 | $2.6M | 1% |
| 26 | ASML HLDG NV | 1,210 | $2.4M | 0.9% |
| 27 | MOALTRIA GROUP INC | 32,891 | $2.4M | 0.9% |
| 28 | JNJJOHNSON & JOHNSON | 9,209 | $2.3M | 0.9% |
| 29 | CGXUCAPITAL GROUP INTL FOCUS EQT | 65,611 | $2.3M | 0.8% |
| 30 | TXNTEXAS INSTRS INC | 7,294 | $2.2M | 0.8% |
| 31 | CGDVCAPITAL GROUP DIVIDEND VALUE | 41,987 | $2.1M | 0.8% |
| 32 | EDCONSOLIDATED EDISON INC | 18,605 | $2.1M | 0.8% |
| 33 | PGPROCTER & GAMBLE CO | 13,514 | $2.0M | 0.7% |
| 34 | KOCOCA COLA CO | 24,262 | $2.0M | 0.7% |
| 35 | VZVERIZON COMMUNICATIONS INC | 46,371 | $2.0M | 0.7% |
| 36 | PGRPROGRESSIVE CORP | 8,498 | $1.9M | 0.7% |
| 37 | OHIOMEGA HEALTHCARE INVS INC | 36,921 | $1.8M | 0.6% |
| 38 | IBMINTERNATIONAL BUSINESS MACHS | 5,897 | $1.7M | 0.6% |
| 39 | CVXCHEVRON CORPORATION | 9,323 | $1.5M | 0.6% |
| 40 | ETENERGY TRANSFER L P | 80,581 | $1.5M | 0.6% |
| 41 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 2,986 | $1.4M | 0.5% |
| 42 | ASA GOLD AND PRECIOUS MTLS L | 27,210 | $1.4M | 0.5% |
| 43 | MPLXMPLX LP | 24,875 | $1.4M | 0.5% |
| 44 | BMYBRISTOL-MYERS SQUIBB CO | 23,457 | $1.4M | 0.5% |
| 45 | AXPAMERICAN EXPRESS CO | 3,973 | $1.3M | 0.5% |
| 46 | SHVISHARES TR | 11,962 | $1.3M | 0.5% |
| 47 | DORCHESTER MINERALS L P | 51,761 | $1.3M | 0.5% |
| 48 | MTDRMATADOR RES CO | 25,341 | $1.3M | 0.5% |
| 49 | NNNNNN REIT INC | 26,995 | $1.3M | 0.5% |
| 50 | APHAMPHENOL CORP | 6,987 | $1.2M | 0.5% |
| 51 | GOOGLALPHABET INC | 3,368 | $1.2M | 0.4% |
| 52 | AMGNAMGEN INC | 3,252 | $1.2M | 0.4% |
| 53 | UNHUNITEDHEALTH GROUP INC | 2,799 | $1.2M | 0.4% |
| 54 | TGTTARGET CORP | 8,247 | $1.1M | 0.4% |
| 55 | COINCOINBASE GLOBAL INC | 7,326 | $1.1M | 0.4% |
| 56 | LLYELI LILLY & CO | 890 | $1.1M | 0.4% |
| 57 | BHPBHP BILLITON LIMITED | 12,710 | $1.1M | 0.4% |
| 58 | GDGENERAL DYNAMICS CORP | 2,951 | $1.0M | 0.4% |
| 59 | PMPHILIP MORRIS INTL INC | 5,768 | $1.0M | 0.4% |
| 60 | RTXRTX CORPORATION | 5,480 | $1.0M | 0.4% |
| 61 | OZKBANK OZK LITTLE ROCK ARK | 19,624 | $1.0M | 0.4% |
| 62 | TLTISHARES TR | 11,514 | $995,040 | 0.4% |
| 63 | XLKSELECT SECTOR SPDR TR | 5,116 | $974,700 | 0.4% |
| 64 | XLISELECT SECTOR SPDR TR | 5,254 | $973,198 | 0.4% |
| 65 | VVISA INC | 2,789 | $956,905 | 0.4% |
| 66 | BKHBLACK HILLS CORP | 12,675 | $943,056 | 0.3% |
| 67 | MCDMCDONALDS CORP | 3,441 | $930,020 | 0.3% |
| 68 | HDHOME DEPOT INC | 2,634 | $928,873 | 0.3% |
| 69 | JAAAJANUS DETROIT STR TR | 18,220 | $919,928 | 0.3% |
| 70 | XLPSELECT SECTOR SPDR TR | 10,766 | $894,332 | 0.3% |
| 71 | RIORIO TINTO PLC | 9,119 | $865,660 | 0.3% |
| 72 | CGMSCAPITAL GRP FIXED INCM ETF T | 30,954 | $845,973 | 0.3% |
| 73 | FFORD MTR CO | 60,533 | $841,410 | 0.3% |
| 74 | CHUBB LIMITED | 2,454 | $836,208 | 0.3% |
| 75 | XLESELECT SECTOR SPDR TR | 15,643 | $830,808 | 0.3% |
| 76 | LVSLAS VEGAS SANDS CORP | 17,651 | $815,300 | 0.3% |
| 77 | ABEVAMBEV SA | 249,248 | $782,639 | 0.3% |
| 78 | BLKBLACKROCK INC | 805 | $774,419 | 0.3% |
| 79 | SBUXSTARBUCKS CORP | 7,567 | $773,237 | 0.3% |
| 80 | BKEBUCKLE INC | 18,090 | $763,379 | 0.3% |
| 81 | SPCXSPACE EXPLORATION TECHN CORP | 4,407 | $752,980 | 0.3% |
| 82 | XLUSELECT SECTOR SPDR TR | 16,578 | $751,647 | 0.3% |
| 83 | KTKT CORP | 42,420 | $733,018 | 0.3% |
| 84 | SABINE RTY TR | 10,000 | $732,003 | 0.3% |
| 85 | ATRAPTARGROUP INC | 5,835 | $730,590 | 0.3% |
| 86 | TSNTYSON FOODS INC | 12,738 | $729,245 | 0.3% |
| 87 | PSXPHILLIPS 66 | 4,140 | $699,827 | 0.3% |
| 88 | XLVSELECT SECTOR SPDR TR | 4,342 | $688,902 | 0.3% |
| 89 | ANETARISTA NETWORKS INC | 4,051 | $688,184 | 0.3% |
| 90 | GSSTGOLDMAN SACHS ETF TR | 13,577 | $686,678 | 0.3% |
| 91 | XLCSELECT SECTOR SPDR TR | 6,409 | $686,601 | 0.3% |
| 92 | HWMHOWMET AEROSPACE INC | 2,553 | $686,400 | 0.3% |
| 93 | NXRTNEXPOINT RESIDENTIAL TR INC | 24,559 | $685,687 | 0.3% |
| 94 | AVGOBROADCOM INC | 1,770 | $668,636 | 0.2% |
| 95 | XLRESELECT SECTOR SPDR TR | 15,127 | $666,042 | 0.2% |
| 96 | CSCOCISCO SYS INC | 5,639 | $662,332 | 0.2% |
| 97 | XLYSELECT SECTOR SPDR TR | 5,604 | $657,237 | 0.2% |
| 98 | XLFSELECT SECTOR SPDR TR | 12,098 | $648,574 | 0.2% |
| 99 | VOOVANGUARD INDEX FDS | 936 | $642,721 | 0.2% |
| 100 | SNASNAP ON INC | 1,545 | $621,582 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.