Burford Brothers, Inc.
Long book
$243.9M
Q1 2026
Positions
172
Top-10 weight
39%
concentration
Last quarter
+9.8%
SPY +14.8%
Turnover
16%
of book per quarter
Strategy in plain words
auto-generated from filingsBurford Brothers, Inc. is an institutional manager, running a $243.9M US long book across 172 positions.
The portfolio is moderately concentrated (top 10 ≈ 39% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, CAP GROUP CORE EQUITY, JANUS HENDERSON SHORT DURATI, BERKSHIRE HATHAWAY INC-CL B, TESLA INC.
Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.9%
Q2 2024
+7.6%
Q3 2024
+1.7%
Q4 2024
-3.2%
Q1 2025
+7.2%
Q2 2025
+8.6%
Q3 2025
+2.8%
Q4 2025
-1.4%
Q1 2026
+9.8%
Sector allocation
Technology 30%
Industrials 16%
Financials 14%
Consumer discretionary 9%
Energy 9%
Healthcare 7%
Utilities 5%
Consumer staples 5%
Long book by quarter
What does Burford Brothers, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 71.5K | $18.2M | 7.4% | -0.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 23.5K | $11.3M | 4.6% | -0.3% |
| TSLA TESLA INC | Industrials | 22.3K | $8.3M | 3.4% | -0.5% |
| MSFT MICROSOFT CORP | Technology | 20.2K | $7.5M | 3.1% | +1.3% |
| XOM EXXON MOBIL CORP | Energy | 41.3K | $7.0M | 2.9% | +0.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 23.4K | $4.9M | 2.0% | +1.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 15.6K | $3.8M | 1.6% | +73.6% |
| JPM JPMORGAN CHASE & CO | Financials | 12.9K | $3.8M | 1.6% | -0.1% |
| FSLR FIRST SOLAR INC | Technology | 19.1K | $3.8M | 1.5% | +0.3% |
| GOOG ALPHABET INC-CL C | Technology | 12.7K | $3.6M | 1.5% | -0.3% |
| GEV GE VERNOVA INC | Industrials | 3.9K | $3.4M | 1.4% | +0.1% |
| GE GENERAL ELECTRIC | Industrials | 11.9K | $3.4M | 1.4% | +0.4% |
| META META PLATFORMS INC-CLASS A | Technology | 5.8K | $3.3M | 1.4% | +3.2% |
| WMT WALMART INC | Consumer discretionary | 23.8K | $3.0M | 1.2% | +0.8% |
| VST VISTRA CORP | Utilities | 19.3K | $2.9M | 1.2% | +1.0% |
| CAT CATERPILLAR INC | Industrials | 4.0K | $2.9M | 1.2% | +0.8% |
| MO ALTRIA GROUP INC | Consumer staples | 40.8K | $2.7M | 1.1% | -19.4% |
| ABBV ABBVIE INC | Healthcare | 10.7K | $2.3M | 1.0% | +0.6% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 40.5K | $2.0M | 0.8% | -6.4% |
| NVDA NVIDIA CORP | Technology | 11.4K | $2.0M | 0.8% | +2.1% |
| CVX CHEVRON CORP | Energy | 9.3K | $1.9M | 0.8% | +1.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 12.8K | $1.9M | 0.8% | +2.4% |
| KO COCA-COLA CO/THE | Consumer staples | 24.2K | $1.8M | 0.8% | +0.1% |
| MTDR MATADOR RESOURCES CO | Energy | 26.8K | $1.7M | 0.7% | +0.8% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 1.2K | $1.6M | 0.6% | +6.1% |
| ET ENERGY TRANSFER LP | Utilities | 80.9K | $1.6M | 0.6% | +4.9% |
| TXN TEXAS INSTRUMENTS INC | Technology | 7.3K | $1.4M | 0.6% | +1.7% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 5.7K | $1.4M | 0.6% | +1.4% |
| PGR PROGRESSIVE CORP | Financials | 6.8K | $1.4M | 0.6% | New |
| COIN COINBASE GLOBAL INC -CLASS A | Financials | 7.2K | $1.3M | 0.5% | +5.0% |
| MRK MERCK & CO. INC. | Healthcare | 10.1K | $1.2M | 0.5% | +10.1% |
| AXP AMERICAN EXPRESS CO | Financials | 3.9K | $1.2M | 0.5% | +1.7% |
| NFG NATIONAL FUEL GAS CO | Utilities | 12.5K | $1.2M | 0.5% | New |
| AMGN AMGEN INC | Healthcare | 3.2K | $1.1M | 0.5% | +1.2% |
| MPLX MPLX LP | Energy | 18.9K | $1.1M | 0.4% | +8.3% |
| BKE BUCKLE INC/THE | Consumer discretionary | 21.1K | $1.1M | 0.4% | +28.5% |
| RTX RTX CORP | Industrials | 5.5K | $1.1M | 0.4% | -1.3% |
| MCD MCDONALD'S CORP | Consumer discretionary | 3.4K | $1.1M | 0.4% | +0.2% |
| BKH BLACK HILLS CORP | Utilities | 15.1K | $1.0M | 0.4% | +19.2% |
| TGT TARGET CORP | Consumer discretionary | 8.6K | $1.0M | 0.4% | +11.5% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 5.7K | $948K | 0.4% | 0.0% |
| GD GENERAL DYNAMICS CORP | Industrials | 2.7K | $912K | 0.4% | -15.8% |
| OZK BANK OZK | — | 19.7K | $903K | 0.4% | +23.9% |
| GOOGL ALPHABET INC-CL A | Technology | 3.1K | $879K | 0.4% | -8.3% |
| HD HOME DEPOT INC | Consumer discretionary | 2.6K | $866K | 0.4% | -0.7% |
| CF CF INDUSTRIES HOLDINGS INC | Other | 6.5K | $847K | 0.3% | -47.4% |
| SNA SNAP-ON INC | Industrials | 2.2K | $810K | 0.3% | +22.7% |
| DMLP DORCHESTER MINERALS LP | Energy | 29.9K | $810K | 0.3% | -17.3% |
| QCOM QUALCOMM INC | Technology | 6.3K | $806K | 0.3% | +50.6% |
| CB CHUBB LTD | Financials | 2.5K | $805K | 0.3% | +1.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 27, 2026 | 172 | $243.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 173 | $242.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 23, 2025 | 167 | $233.9M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 29, 2025 | 161 | $217.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 158 | $206.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 156 | $203.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 157 | $191.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 151 | $172.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 149 | $152.4M | canonical | SEC ↗ |
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