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Latest Burford Brothers, Inc. Stock Portfolio

$274Million | No. of Holdings #185

Burford Brothers, Inc. Performance

2026 Q3-0.79%
YTD+5.48%
2025+14.95%

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

On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Burford Brothers, Inc. reported an equity portfolio of $274.5 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Burford Brothers, Inc. are AAPL, CGUS, . The fund has invested 8.8% of it's portfolio in APPLE INC and 6% of portfolio in CAPITAL GROUP CORE EQUITY ET. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), TEVA PHARMACEUTICAL INDS LTD (TEVA) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in CONSOLIDATED EDISON INC (ED), VERIZON COMMUNICATIONS INC (VZ) and RIO TINTO PLC (RIO). Burford Brothers, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, PRICE T ROWE GROUP INC (TROW) and SANOFI SA (SNY). The fund showed a lot of confidence in some stocks as they added substantially to MUELLER INDS INC (MLI), AMPHENOL CORP (APH) and AMBEV SA (ABEV).
Burford Brothers, Inc. Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$274Million
  as of Oct 21, 2026

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

Our best estimate is that Burford Brothers, Inc. made a return of -0.79% in the last quarter. In trailing 12 months, it's portfolio return was 9.33%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp6,810,310
teva pharmaceutical inds ltd5,795,660
price t rowe group inc1,336,830
sanofi sa1,193,730
cf industries hold1,092,900
ugi corp new1,063,460
steel dynamics inc787,602
best buy inc739,363
New stocks bought by Burford Brothers, Inc.

Additions

Ticker% Inc.
mueller inds inc797
amphenol corp166
ambev sa101
chegg inc80.89
kt corp60.25
invesco muni income opp trst52.22
franklin mun opportunities t51.76
capital grp fixed incm etf t48.63
Additions to existing portfolio by Burford Brothers, Inc.

Reductions

Ticker% Reduced
consolidated edison inc-82.3
verizon communications inc-78.15
rio tinto plc-73.33
progressive corp-27.88
janus detroit str tr-19.83
ishares inc-18.68
select sector spdr tr-16.97
lockheed martin corp-13.12
Burford Brothers, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
teva pharmaceutical inds ltd-4,998,520
exxon mobil corp-5,710,470
bank ozk little rock ark-1,022,190
buckle inc-763,379
las vegas sands corp-815,300
rockwell med inc-7,799
black hills corp-943,056
skyworks solutions inc-620,210
Burford Brothers, Inc. got rid off the above stocks

Sector Distribution

Burford Brothers, Inc. has about 44.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Consumer Defensive
  • Financial Services
  • Industrials
  • Communication Services
  • Healthcare
  • Energy
  • Utilities
  • Real Estate
Sector%
Others44.6
Technology18.9
Consumer Cyclical7.3
Consumer Defensive4.8
Financial Services4.4
Industrials4.3
Communication Services4.2
Healthcare3.9
Energy3.6
Utilities1.9
Real Estate1.3

Market Cap. Distribution

Burford Brothers, Inc. has about 52.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED44.6
MEGA-CAP37.2
LARGE-CAP15.3
MID-CAP2.1

Stocks belong to which Index?

About 50.2% of the stocks held by Burford Brothers, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others49.8
S&P 50049
RUSSELL 20001.2
Top 5 Winners (%)%
PLTR
palantir technologies inc
60.3 %
PSX
phillips 66
50.7 %
CRM
salesforce inc
45.8 %
grayscale bitcoin mini tr et
42.3 %
MSFT
microsoft corp
37.5 %
Top 5 Winners ($)$
AAPL
apple inc
3.2 M
MSFT
microsoft corp
2.9 M
META
meta platforms inc
1.0 M
NVDA
nvidia corporation
0.4 M
PSX
phillips 66
0.4 M
Top 5 Losers (%)%
t1 energy inc
-59.3 %
fermi inc
-53.3 %
APH
amphenol corp
-42.9 %
MLI
mueller inds inc
-36.4 %
NXRT
nexpoint residential tr inc
-30.1 %
Top 5 Losers ($)$
fermi inc
-1.5 M
TSLA
tesla inc
-1.5 M
APH
amphenol corp
-1.2 M
FSLR
first solar inc
-1.2 M
CAT
caterpillar inc
-1.0 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 185 stocks in it's portfolio. About 39.7% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Burford Brothers, Inc. last quarter.

$274.11MTotal Value
200Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Burford Brothers, Inc., last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Burford Brothers, Inc.'s holding in Ishares Tr over time
0.7%17,551
$1.94M
0.7%
increased 46.72 percentadded
ABEV
Ambev Sa

Ambev Sa

ABEV
Burford Brothers, Inc.'s holding in Ambev Sa over time
0.53%501,254
$1.46M
0.53%
increased 101.11 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Burford Brothers, Inc.'s holding in American Centy Etf Tr over time
0.1%6,065
$269.0K
0.1%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Burford Brothers, Inc.'s holding in Asml Hldg Nv over time
0.8%1,214
$2.20M
0.8%
increased 0.33 percentadded
BEP
Brookfield Renewable Energy

Brookfield Renewable Energy

BEP
Burford Brothers, Inc.'s holding in Brookfield Renewable Energy over time
0.12%11,472
$322.8K
0.12%
unchanged 0 percentunchanged