Latest Burford Brothers, Inc. Stock Portfolio

Burford Brothers, Inc. Performance:

2025 Q4: 1.14%YTD: 12.17%2024: 17.81%

Performance for 2025 Q4 is 1.14%, and YTD is 12.17%, and 2024 is 17.81%.

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

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Burford Brothers, Inc. reported an equity portfolio of $242.2 Millions as of 31 Dec, 2025.

The top stock holdings of Burford Brothers, Inc. are AAPL, CGUS, . The fund has invested 8% of it's portfolio in APPLE INC and 5.9% of portfolio in CAPITAL GROUP CORE EQUITY ET.

The fund managers got completely rid off VICI PPTYS INC (VICI), SANOFI SA and HARTFORD INSURANCE GROUP INC (HIG) stocks. They significantly reduced their stock positions in ABBOTT LABS (ABT), CISCO SYS INC (CSCO) and ENTERPRISE PRODS PARTNERS L (EPD). Burford Brothers, Inc. opened new stock positions in NNN REIT INC (NNN), MERCK & CO INC (MRK) and CF INDS HLDGS INC (CF). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), CAPITAL GROUP CORE BALANCED and CHEGG INC (CHGG).

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

Our best estimate is that Burford Brothers, Inc. made a return of 1.14% in the last quarter. In trailing 12 months, it's portfolio return was 12.17%.

Performance
S&P 500

New Buys

Ticker	$ Bought
nnn reit inc	1,145,580
merck & co inc	967,943
cf inds hldgs inc	960,331
taiwan semiconductor mfg ltd	835,394
dorchester minerals lp	808,314
huntington bancshares inc	733,037
qualcomm inc	711,337
williams sonoma inc	659,890

New stocks bought by Burford Brothers, Inc.

Additions

Ticker	% Inc.
select sector spdr tr	101
select sector spdr tr	100
select sector spdr tr	100
select sector spdr tr	99.97
select sector spdr tr	99.44
capital group core balanced	68.3
chegg inc	43.76
capital group dividend value	28.67

Additions to existing portfolio by Burford Brothers, Inc.

Reductions

Ticker	% Reduced
abbott labs	-71.79
cisco sys inc	-68.6
enterprise prods partners l	-68.48
chevron corp new	-31.61
nexpoint diversified rel et	-27.81
costco whsl corp new	-27.36
black hills corp	-23.9
conocophillips	-22.94

Burford Brothers, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
vici pptys inc	-1,049,890
ethan allen interiors inc	-667,064
sanofi sa	-859,182
interpublic group cos inc	-506,992
sandstorm gold ltd	-155,861
permian resources corp	-140,413
ishares silver tr	-332,605
ishares tr	-692,671

Burford Brothers, Inc. got rid off the above stocks

Sector Distribution

Burford Brothers, Inc. has about 39.2% of it's holdings in Others sector.

Sector	%
Others	39.2
Technology	17.8
Consumer Cyclical	9
Healthcare	5.7
Consumer Defensive	5.3
Energy	5
Communication Services	4.7
Industrials	4.5
Financial Services	4.3
Utilities	2.4
Real Estate	1.4

Market Cap. Distribution

Burford Brothers, Inc. has about 56.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	39.2
MEGA-CAP	33.8
LARGE-CAP	23.1
MID-CAP	2.9

Stocks belong to which Index?

About 53.9% of the stocks held by Burford Brothers, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.9
Others	46.1
RUSSELL 2000	2

Top 5 Winners (%)		%
TEVA	teva pharmaceutical inds ltd	54.3 %
	nokia corp	34.5 %
	asa gold and precious mtls l	30.3 %
GM	general mtrs co	30.3 %
GOOG	alphabet inc	28.8 %

Top 5 Winners ($)		$
TEVA	teva pharmaceutical inds ltd	1.6 M
AAPL	apple inc	1.2 M
GOOG	alphabet inc	0.9 M
FSLR	first solar inc	0.8 M
CAT	caterpillar inc	0.4 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-42.8 %
XLB	select sector spdr tr	-42.2 %
XLB	select sector spdr tr	-41.8 %

Top 5 Losers ($)		$
COIN	coinbase global inc	-0.8 M
MSFT	microsoft corp	-0.7 M
VST	vistra corp	-0.7 M
XLB	select sector spdr tr	-0.6 M
XLB	select sector spdr tr	-0.6 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 173 stocks in it's portfolio. About 41% of the portfolio is in top 10 stocks. COIN proved to be the most loss making stock for the portfolio. TEVA was the most profitable stock for Burford Brothers, Inc. last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	8.04	71,653	19,479,600	added	0.35

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	1.00	10,645	2,432,180	added	0.13

ABT	abbott labs	0.17	3,331	417,292	reduced	-71.79

ADP	automatic data processing in	0.18	1,721	442,565	reduced	-0.06

AMGN	amgen inc	0.43	3,168	1,036,860	added	0.03

AMZN	amazon com inc	2.20	23,048	5,319,970	reduced	-0.14

ANET	arista networks inc	0.18	3,380	442,881	added	0.03

APD	air prods & chems inc	0.09	883	218,135	unchanged	0.00

AVGO	broadcom inc	0.18	1,288	445,802	reduced	-0.77

AXP	american express co	0.59	3,854	1,425,890	added	2.15

BBAX	j p morgan exchange traded f	0.08	3,518	201,370	unchanged	0.00

BKE	buckle inc	0.36	16,438	878,099	added	1.18

BKH	black hills corp	0.36	12,683	880,451	reduced	-23.9

BMY	bristol-myers squibb co	0.17	7,529	406,114	added	11.97

BOND	pimco etf tr	0.13	6,149	322,269	unchanged	0.00

CAH	cardinal health inc	0.08	987	202,875	new

CAT	caterpillar inc	0.94	3,992	2,287,020	added	1.5

CB	chubb limited	0.31	2,433	759,325	reduced	-0.08

CF	cf inds hldgs inc	0.40	12,417	960,331	new