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Latest Burford Brothers, Inc. Stock Portfolio

$243Million | No. of Holdings #172

Burford Brothers, Inc. Performance

2026 Q1-1.79%
YTD-1.79%
2025+14.95%

About Burford Brothers, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Burford Brothers, Inc. reported an equity portfolio of $243.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Burford Brothers, Inc. are AAPL, CGUS, JAAA. The fund has invested 7.4% of it's portfolio in APPLE INC and 5.8% of portfolio in CAPITAL GROUP CORE EQUITY ET. <br><br> The fund managers got completely rid off NEXTERA ENERGY INC (NEE), HUNTINGTON BANCSHARES INC (HBAN) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), ISHARES INC (EMGF) and CF INDUSTRIES HOLD (CF). Burford Brothers, Inc. opened new stock positions in PROGRESSIVE CORP (PGR), ISHARES TR (AAXJ) and NATIONAL FUEL GAS CO (NFG). The fund showed a lot of confidence in some stocks as they added substantially to JANUS DETROIT STR TR (JAAA), JOHNSON & JOHNSON (JNJ) and INVESCO MUN OPPORTUNIT TR.
Burford Brothers, Inc. Equity Portfolio Value
Last Reported on: 27 Apr, 2026
$243Million
  as of Apr 27, 2026

Burford Brothers, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Burford Brothers, Inc. made a return of -1.79% in the last quarter. In trailing 12 months, it's portfolio return was 16.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
progressive corp1,351,200
ishares tr1,325,670
national fuel gas co1,174,030
kt corp901,308
amphenol corp730,429
pimco etf tr321,522
schwab strategic tr297,391
ishares u s etf tr287,421
New stocks bought by Burford Brothers, Inc.

Additions

Ticker% Inc.
janus detroit str tr421
johnson & johnson73.6
invesco mun opportunit tr69.95
invesco tr invt grade muns68.04
nuveen amt free mun cr inc f66.2
grayscale bitcoin mini tr et53.19
qualcomm inc50.57
buckle inc28.49
Additions to existing portfolio by Burford Brothers, Inc.

Reductions

Ticker% Reduced
spdr gold tr-56.75
ishares inc-48.86
cf industries hold-47.43
vanguard intl equity index f-37.02
ishares inc-34.24
rio tinto plc-29.02
ambev sa-25.77
altria group inc-19.4
Burford Brothers, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
huntington bancshares inc-733,037
western asset managed muns f-376,884
perrigo co plc-484,458
blackrock munivest fd ii inc-284,898
putnam managed mun income tr-162,080
comcast corp new-570,626
blackrock muniassets fd inc-187,425
nextera energy inc-1,174,270
Burford Brothers, Inc. got rid off the above stocks

Sector Distribution

Burford Brothers, Inc. has about 40.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Energy
  • Healthcare
  • Consumer Defensive
  • Industrials
  • Communication Services
  • Financial Services
  • Utilities
  • Real Estate
Sector%
Others40.5
Technology15.7
Consumer Cyclical8.1
Energy7.1
Healthcare6.3
Consumer Defensive5.5
Industrials4.6
Communication Services4.2
Financial Services4.1
Utilities1.9
Real Estate1.4

Market Cap. Distribution

Burford Brothers, Inc. has about 56.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED40.5
MEGA-CAP39.1
LARGE-CAP17
MID-CAP2.7

Stocks belong to which Index?

About 52.1% of the stocks held by Burford Brothers, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50050.1
Others47.9
RUSSELL 20002
Top 5 Winners (%)%
CF
cf industries hold
51.8 %
MTDR
matador res co
48.6 %
PSX
phillips 66
41.2 %
COP
conocophillips
41.0 %
XOM
exxon mobil corp
40.7 %
Top 5 Winners ($)$
XOM
exxon mobil corp
2.0 M
ge vernova inc
0.8 M
MTDR
matador res co
0.6 M
CAT
caterpillar inc
0.5 M
CVX
chevron corporation
0.5 M
Top 5 Losers (%)%
EL
lauder estee cos inc
-31.5 %
CRM
salesforce inc
-28.4 %
NVO
novo-nordisk a s
-26.5 %
FSLR
first solar inc
-24.5 %
MSFT
microsoft corp
-23.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.3 M
TSLA
tesla inc
-1.7 M
AAPL
apple inc
-1.3 M
FSLR
first solar inc
-1.2 M
CGGR
capital group growth etf
-0.9 M

Burford Brothers, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Burford Brothers, Inc.

Burford Brothers, Inc. has 172 stocks in it's portfolio. About 39.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Burford Brothers, Inc. last quarter.

$243.88MTotal Value
188Positions
27 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Burford Brothers, Inc., last reported on 27 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Burford Brothers, Inc.'s holding in Ishares Tr over time
0.54%12,009
$1.33M
0.54%
new position
ABEV
Ambev Sa

Ambev Sa

ABEV
Burford Brothers, Inc.'s holding in Ambev Sa over time
0.5%422,029
$1.23M
0.5%
decreased 25.77 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Burford Brothers, Inc.'s holding in American Centy Etf Tr over time
0.12%6,065
$282.7K
0.12%
new position
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Burford Brothers, Inc.'s holding in Asml Hldg Nv over time
0.64%1,191
$1.57M
0.64%
increased 6.06 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Burford Brothers, Inc.'s holding in J P Morgan Exchange Traded F over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BEP
Brookfield Renewable Energy

Brookfield Renewable Energy

BEP
Burford Brothers, Inc.'s holding in Brookfield Renewable Energy over time
0.15%11,472
$374.4K
0.15%
unchanged 0 percentunchanged
BHP
Bhp Billiton Limited

Bhp Billiton Limited

BHP
Burford Brothers, Inc.'s holding in Bhp Billiton Limited over time
0.38%12,628
$918.5K
0.38%
increased 4.56 percentadded