Latest Burford Brothers, Inc. Stock Portfolio

Burford Brothers, Inc. Performance:

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

Performance for 2026 Q1 is -1.79%, and YTD is -1.79%, and 2025 is 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.

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.

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. 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 corp	1,351,200
ishares tr	1,325,670
national fuel gas co	1,174,030
kt corp	901,308
amphenol corp	730,429
pimco etf tr	321,522
schwab strategic tr	297,391
ishares u s etf tr	287,421

New stocks bought by Burford Brothers, Inc.

Additions

Ticker	% Inc.
janus detroit str tr	421
johnson & johnson	73.6
invesco mun opportunit tr	69.95
invesco tr invt grade muns	68.04
nuveen amt free mun cr inc f	66.2
grayscale bitcoin mini tr et	53.19
qualcomm inc	50.57
buckle inc	28.49

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.

Sector	%
Others	40.5
Technology	15.7
Consumer Cyclical	8.1
Energy	7.1
Healthcare	6.3
Consumer Defensive	5.5
Industrials	4.6
Communication Services	4.2
Financial Services	4.1
Utilities	1.9
Real Estate	1.4

Market Cap. Distribution

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

Category	%
UNALLOCATED	40.5
MEGA-CAP	39.1
LARGE-CAP	17
MID-CAP	2.7

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.

Index	%
S&P 500	50.1
Others	47.9
RUSSELL 2000	2

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.

Last Reported on: 27 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.44	71,517	18,150,400	reduced	-0.19

AAXJ	ishares tr	0.54	12,009	1,325,670	new

ABBV	abbvie inc	0.96	10,714	2,330,130	added	0.65

ABEV	ambev sa	0.50	422,029	1,232,320	reduced	-25.77

ABT	abbott laboratories	0.14	3,270	335,700	reduced	-1.83

ADP	automatic data processing in	0.14	1,722	349,855	added	0.06

AEMB	american centy etf tr	0.12	6,065	282,690	new

AMGN	amgen inc	0.46	3,206	1,128,160	added	1.2

AMZN	amazon com inc	2.00	23,398	4,873,100	added	1.52

ANET	arista networks inc	0.19	3,831	470,370	added	13.34

APD	air products and chemicals i	0.10	872	253,391	reduced	-1.25

APH	amphenol corp	0.30	5,781	730,429	new

ASML	asml hldg nv	0.64	1,191	1,573,110	added	6.06

AVGO	broadcom inc	0.19	1,462	452,504	added	13.51

AXP	american express co	0.49	3,921	1,186,120	added	1.74

BBAX	j p morgan exchange traded f	0.00	0.00	0.00	sold off	-100

BEP	brookfield renewable energy	0.15	11,472	374,446	unchanged	0.00

BHP	bhp billiton limited	0.38	12,628	918,546	added	4.56

BKE	buckle inc	0.44	21,122	1,063,720	added	28.49

BKH	black hills corp	0.43	15,120	1,049,470	added	19.21