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CIK: 0002001434
Total reported value
$274.5M
$274.5M
182 檔
25.6%
As reported in its official Q2 2026 Form 13F filing, Burford Brothers, Inc.'s tracked investment portfolio stood at $274.5M with 182 total positions.
In Q2 2026, Burford Brothers, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 88 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.73% | +1.08% | +1.81% | |
| 2 | CGUS | Cap Group Core Equity | ETF-Other | 6.04% | -0.04% | +1.27% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.36% | -0.13% | +0.93% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.03% | -0.84% | -3.10% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 3.62% | +0.03% | +1.66% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.48% | -0.58% | +1.16% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | +1.04% | +3.29% | |
| 8 | CGGO | Cap Group Global Growth | ETF-Other | 2.56% | -0.17% | +0.45% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.10% | -2.10% | EXIT | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | +0.07% | +1.64% | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.83% | -1.83% | EXIT | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | -0.07% | +4.17% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 1.68% | -0.42% | +0.85% | |
| 14 | FSLR | First Solar Inc | Stock-Tech | 1.67% | -0.44% | +0.51% | |
| 15 | GE | General Electric | Stock-Industrials | 1.64% | -0.39% | +1.03% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.61% | -0.39% | +2.41% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | +0.01% | +1.78% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | +0.61% | +1.81% | |
| 19 | VST | Vistra CORP | Stock-Utilities | 1.13% | -0.16% | +0.64% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | +0.01% | -1.99% | |
| 21 | CGBL | Cap Group Core Balanced | ETF-Other | 1.02% | -0.03% | +2.70% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.04% | +0.52% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.99% | -0.08% | +0.67% | |
| 24 | FRMI | Fermi Inc | Stock-Other | 0.99% | -0.51% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.46% | +14.26% | |
| 26 | ASML | ASML Holding N.V. | Stock-Tech | 0.88% | -0.08% | +1.60% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.87% | -0.07% | -19.43% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.86% | +0.04% | -40.80% | |
| 29 | CGXU | Cap Group Intl Focus | ETF-Other | 0.83% | -0.01% | -0.39% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.80% | -0.06% | +0.28% | |
| 31 | CGDV | Cap Group Dividend Value | ETF-Other | 0.76% | -0.02% | -5.15% | |
| 32 | ED | Consolidated Edison Inc | Stock-Utilities | 0.76% | -0.64% | +487.28% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.01% | +5.20% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | +0.04% | +0.33% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.72% | -0.55% | +14.46% | |
| 36 | PGR | Progressive CORP | Stock-Financials | 0.68% | -0.22% | +24.68% | |
| 37 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.65% | -0.08% | -0.02% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.61% | -0.14% | +2.63% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.57% | +0.11% | +0.68% | |
| 40 | ET | Energy Transfer LP | Stock-Energy | 0.57% | -0.01% | -0.34% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.52% | -0.03% | +1.84% | |
| 42 | ASA | ASA Gold and Precious Metals Limited | Stock-Other | 0.52% | +0.03% | — | |
| 43 | MPLX | Mplx LP | Stock-Energy | 0.51% | — | +31.68% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.50% | +0.06% | +210.28% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.49% | -0.05% | +1.33% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.48% | +0.23% | -0.39% | |
| 47 | DMLP | Dorchester Minerals LP | Stock-Other | 0.48% | +0.04% | +73.14% | |
| 48 | MTDR | Matador Resources Co | Stock-Energy | 0.46% | +0.02% | -5.44% | |
| 49 | NNN | Nnn Reit Inc | Stock-Real Estate | 0.46% | +0.06% | -8.06% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.45% | +0.12% | +20.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FRMI | Fermi Inc | +1% | NEW | New buy |
| 2 | ED | Consolidated Edison Inc | +0.6% | +487.28% | Add |
| 3 | CAT | Caterpillar Inc | +0.4% | +2.41% | Add |
| 4 | LLY | Eli Lilly & Co | +0.4% | NEW | New buy |
| 5 | CGGO | Cap Group Global Growth | +0.3% | +0.45% | Add |
| 6 | BMY | Bristol-myers Squibb Co | +0.3% | +210.28% | Add |
| 7 | GEV | GE Vernova Inc | +0.3% | +0.85% | Add |
| 8 | LVS | Las Vegas Sands CORP | +0.3% | NEW | New buy |
| 9 | AAPL | Apple Inc | +0.3% | +1.81% | Add |
| 10 | CGUS | Cap Group Core Equity | +0.3% | +1.27% | Add |
| 11 | ✓ | +0.3% | NEW | New buy | |
| 12 | ATR | Aptargroup Inc | +0.3% | NEW | New buy |
| 13 | GE | General Electric | +0.3% | +1.03% | Add |
| 14 | ASML | ASML Holding N.V. | +0.2% | +1.60% | Add |
| 15 | CGGR | Cap Group Growth Equity | +0.2% | +1.66% | Add |
| 16 | SWKS | Skyworks Solutions Inc | +0.2% | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | +4.17% | Add |
| 18 | TXN | Texas Instruments Inc | +0.2% | +0.28% | Add |
| 19 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 20 | APH | Amphenol Corp-cl A | +0.2% | +20.86% | Add |
| 21 | DMLP | Dorchester Minerals LP | +0.2% | +73.14% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | +14.26% | Add |
| 23 | PGR | Progressive CORP | +0.1% | +24.68% | Add |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | +2.23% | Add |
| 25 | FSLR | First Solar Inc | +0.1% | +0.51% | Add |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.84% | Add |
| 27 | ✓ | +0.1% | NEW | New buy | |
| 28 | TSLA | Tesla Inc | +0.1% | +1.16% | Add |
| 29 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 30 | SBSW | Sibanye-stillwater Ltd-adr | +0.1% | NEW | New buy |
| 31 | NUE | Nucor CORP | +0.1% | NEW | New buy |
| 32 | AMZN | Amazon.com Inc | +0.1% | +1.64% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.21% | Add |
| 34 | XLK | Ss Technology Select Sector | +0.1% | -1.33% | Trim |
| 35 | LUV | Southwest Airlines Co | +0.1% | NEW | New buy |
| 36 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | New buy |
| 37 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | New buy |
| 38 | MLI | Mueller Industries Inc | +0.1% | NEW | New buy |
| 39 | MPLX | Mplx LP | +0.1% | +31.68% | Add |
| 40 | CSCO | Cisco Systems Inc | +0.1% | +1.35% | Add |
| 41 | ANET | Arista Networks Inc | +0.1% | +5.74% | Add |
| 42 | AVGO | Broadcom Inc | +0.1% | +21.07% | Add |
| 43 | IBM | Intl Business Machines CORP | 0% | +2.63% | Add |
| 44 | NOK | Nokia Corp-spon Adr | 0% | +9.20% | Add |
| 45 | ABBV | Abbvie Inc | 0% | +0.52% | Add |
| 46 | CGXU | Cap Group Intl Focus | 0% | -0.39% | Trim |
| 47 | F | Ford Motor Co | 0% | +0.66% | Add |
| 48 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.16% | Add |
| 49 | TEVA | Teva Pharmaceutical-sp Adr | 0% | +0.80% | Add |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +1.78% | Add |
According to official SEC Form 13F filings, Burford Brothers, Inc. reported a total U.S. public equity portfolio value of $274.5M across 182 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, CGUS, BRK-B) accounted for 25.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
FRMI
市值: $2.7M
Top Position Liquidated / Trimmed
NFG
前期市值: $1.2M
During Q2 2026, Burford Brothers, Inc.'s top holdings by market value included AAPL (7.7%)、CGUS (6.0%)、BRK-B (4.4%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q2 2026, Burford Brothers, Inc. made 155 total portfolio adjustments, initiating 15 new buys, adding to 88 positions, trimming 47 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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