The Analysis of Burford Brothers, Inc.'s Holdings & P&L


Currently, Burford Brothers, Inc. holds 172 types of securities in its portfolio with a total value $243.9M. In the most recent quarter, they have increased their positions in VNLA (+39.4K shares, valued at $1.9M), JNJ (+6.6K shares, valued at $1.6M), PGR (+6.8K shares, valued at $1.4M); decreased their positions in CF (-5.9K shares, valued at $764.8K), MO (-9.8K shares, valued at $648.2K), SPY (-876 shares, valued at $569.7K); initiated new positions in PGR (+6.8K shares, valued at $1.4M), SHV (+12.0K shares, valued at $1.3M), NFG (+12.5K shares, valued at $1.2M).


1M P&L
+9.2M+4.08%
3M P&L
+10.5M+4.67%
HY P&L
+21.9M+10.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A71.4M
32.5%
2Consumer Electronics18.2M
8.3%
3Oil & Gas Integrated10.7M
4.9%

Top Industries by Stock Count

1N/A54 stocks
34.2%
2Drug Manufacturers - General6 stocks
3.8%
3Oil & Gas Midstream5 stocks
3.2%
Stock Holdings
AAPL
APPLE INC
-0.19%
Shares71.5K
Event2026-03-31
Filed2026-04-27
CGUS
CAPITAL GROUP CORE EQUITY ET
3.12%
Shares365.5K
Event2026-03-31
Filed2026-04-27
VNLA
JANUS DETROIT STR TR
20.48%
Shares231.9K
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.28%
Shares23.5K
Event2026-03-31
Filed2026-04-27
TSLA
TESLA INC
-0.46%
Shares22.3K
Event2026-03-31
Filed2026-04-27
CGGR
CAPITAL GROUP GROWTH ETF
6.53%
Shares205.6K
Event2026-03-31
Filed2026-04-27
MSFT
MICROSOFT CORP
1.26%
Shares20.2K
Event2026-03-31
Filed2026-04-27
XOM
EXXON MOBIL CORP
0.94%
Shares41.3K
Event2026-03-31
Filed2026-04-27
CGGO
CAPITAL GROUP GBL GROWTH EQT
0.44%
Shares164.0K
Event2026-03-31
Filed2026-04-27
AMZN
AMAZON COM INC
1.52%
Shares23.4K
Event2026-03-31
Filed2026-04-27
TEVA
TEVA PHARMACEUTICAL INDS LTD
-0.78%
Shares146.4K
Event2026-03-31
Filed2026-04-27
JNJ
JOHNSON & JOHNSON
73.60%
Shares15.6K
Event2026-03-31
Filed2026-04-27
JPM
JPMORGAN CHASE & CO
-0.12%
Shares12.9K
Event2026-03-31
Filed2026-04-27
FSLR
FIRST SOLAR INC
0.27%
Shares19.1K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
-0.31%
Shares12.7K
Event2026-03-31
Filed2026-04-27
GEV
GE VERNOVA INC
0.05%
Shares3.9K
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
GE AEROSPACE
0.42%
Shares11.9K
Event2026-03-31
Filed2026-04-27
META
META PLATFORMS INC
3.22%
Shares5.8K
Event2026-03-31
Filed2026-04-27
WMT
WALMART INC
0.84%
Shares23.8K
Event2026-03-31
Filed2026-04-27
VST
VISTRA CORP
0.97%
Shares19.3K
Event2026-03-31
Filed2026-04-27
CAT
CATERPILLAR INC
0.83%
Shares4.0K
Event2026-03-31
Filed2026-04-27
MO
ALTRIA GROUP INC
-19.40%
Shares40.8K
Event2026-03-31
Filed2026-04-27
SPY
STATE STR SPDR S&P 500 ETF T
-18.07%
Shares4.0K
Event2026-03-31
Filed2026-04-27
CGBL
CAPITAL GROUP CORE BALANCED
4.39%
Shares71.4K
Event2026-03-31
Filed2026-04-27
ABBV
ABBVIE INC
0.65%
Shares10.7K
Event2026-03-31
Filed2026-04-27
VZ
VERIZON COMMUNICATIONS INC
-6.38%
Shares40.5K
Event2026-03-31
Filed2026-04-27
NVDA
NVIDIA CORPORATION
2.12%
Shares11.4K
Event2026-03-31
Filed2026-04-27
CGXU
CAPITAL GROUP INTL FOCUS EQT
0.55%
Shares65.9K
Event2026-03-31
Filed2026-04-27
CVX
CHEVRON CORPORATION
1.68%
Shares9.3K
Event2026-03-31
Filed2026-04-27
CGDV
CAPITAL GROUP DIVIDEND VALUE
4.83%
Shares44.3K
Event2026-03-31
Filed2026-04-27
PG
PROCTER & GAMBLE CO
2.40%
Shares12.8K
Event2026-03-31
Filed2026-04-27
KO
COCA COLA CO
0.12%
Shares24.2K
Event2026-03-31
Filed2026-04-27
MTDR
MATADOR RES CO
0.85%
Shares26.8K
Event2026-03-31
Filed2026-04-27
ASA
ASA GOLD AND PRECIOUS MTLS L
0.00%
Shares27.2K
Event2026-03-31
Filed2026-04-27
OHI
OMEGA HEALTHCARE INVS INC
13.41%
Shares36.9K
Event2026-03-31
Filed2026-04-27
ASML
ASML HLDG NV
6.06%
Shares1.2K
Event2026-03-31
Filed2026-04-27
ET
ENERGY TRANSFER L P
4.89%
Shares80.9K
Event2026-03-31
Filed2026-04-27
TXN
TEXAS INSTRS INC
1.71%
Shares7.3K
Event2026-03-31
Filed2026-04-27
IBM
INTERNATIONAL BUSINESS MACHS
1.45%
Shares5.7K
Event2026-03-31
Filed2026-04-27
PGR
PROGRESSIVE CORP
New
Shares6.8K
Event2026-03-31
Filed2026-04-27
SHV
ISHARES TR
New
Shares12.0K
Event2026-03-31
Filed2026-04-27
COIN
COINBASE GLOBAL INC
5.01%
Shares7.2K
Event2026-03-31
Filed2026-04-27
NNN
NNN REIT INC
1.57%
Shares29.4K
Event2026-03-31
Filed2026-04-27
ABEV
AMBEV SA
-25.77%
Shares422.0K
Event2026-03-31
Filed2026-04-27
MERCK & CO INC
MERCK & CO INC
10.08%
Shares10.1K
Event2026-03-31
Filed2026-04-27
AXP
AMERICAN EXPRESS CO
1.74%
Shares3.9K
Event2026-03-31
Filed2026-04-27
NFG
NATIONAL FUEL GAS CO
New
Shares12.5K
Event2026-03-31
Filed2026-04-27
JAAA
JANUS DETROIT STR TR
421.38%
Shares23.2K
Event2026-03-31
Filed2026-04-27
AMGN
AMGEN INC
1.20%
Shares3.2K
Event2026-03-31
Filed2026-04-27
MPLX
MPLX LP
8.26%
Shares18.9K
Event2026-03-31
Filed2026-04-27
BKE
BUCKLE INC
28.49%
Shares21.1K
Event2026-03-31
Filed2026-04-27
RTX
RTX CORPORATION
-1.31%
Shares5.5K
Event2026-03-31
Filed2026-04-27
MCD
MCDONALDS CORP
0.24%
Shares3.4K
Event2026-03-31
Filed2026-04-27
BKH
BLACK HILLS CORP
19.21%
Shares15.1K
Event2026-03-31
Filed2026-04-27
TLT
ISHARES TR
2.41%
Shares12.1K
Event2026-03-31
Filed2026-04-27
TGT
TARGET CORP
11.52%
Shares8.6K
Event2026-03-31
Filed2026-04-27
TSM
TAIWAN SEMICONDUCTOR MANUFAC
6.66%
Shares2.9K
Event2026-03-31
Filed2026-04-27
XLE
SELECT SECTOR SPDR TR
3.01%
Shares15.9K
Event2026-03-31
Filed2026-04-27
PM
PHILIP MORRIS INTL INC
-0.02%
Shares5.7K
Event2026-03-31
Filed2026-04-27
RIO
RIO TINTO PLC
-29.02%
Shares9.9K
Event2026-03-31
Filed2026-04-27
BHP
BHP BILLITON LIMITED
4.56%
Shares12.6K
Event2026-03-31
Filed2026-04-27
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-15.81%
Shares2.7K
Event2026-03-31
Filed2026-04-27
OZK
BANK OZK LITTLE ROCK ARK
23.95%
Shares19.7K
Event2026-03-31
Filed2026-04-27
KT
KT CORP
New
Shares42.0K
Event2026-03-31
Filed2026-04-27
XLP
SELECT SECTOR SPDR TR
-11.38%
Shares10.8K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
-8.31%
Shares3.1K
Event2026-03-31
Filed2026-04-27
HD
HOME DEPOT INC
-0.72%
Shares2.6K
Event2026-03-31
Filed2026-04-27
XLI
SELECT SECTOR SPDR TR
-0.86%
Shares5.3K
Event2026-03-31
Filed2026-04-27
CF
CF INDUSTRIES HOLD
-47.43%
Shares6.5K
Event2026-03-31
Filed2026-04-27
CGMS
CAPITAL GRP FIXED INCM ETF T
1.36%
Shares31.0K
Event2026-03-31
Filed2026-04-27
SNA
SNAP ON INC
22.72%
Shares2.2K
Event2026-03-31
Filed2026-04-27
DMLP
DORCHESTER MINERALS L P
-17.30%
Shares29.9K
Event2026-03-31
Filed2026-04-27
QCOM
QUALCOMM INC
50.57%
Shares6.3K
Event2026-03-31
Filed2026-04-27
CB
CHUBB LTD SWITZ
1.52%
Shares2.5K
Event2026-03-31
Filed2026-04-27
V
VISA INC
-1.12%
Shares2.7K
Event2026-03-31
Filed2026-04-27
TSN
TYSON FOODS INC
16.86%
Shares12.4K
Event2026-03-31
Filed2026-04-27
XLU
SELECT SECTOR SPDR TR
-10.12%
Shares16.8K
Event2026-03-31
Filed2026-04-27
BLACKROCK INC
BLACKROCK INC
-0.25%
Shares784
Event2026-03-31
Filed2026-04-27
PSX
PHILLIPS 66
0.12%
Shares4.1K
Event2026-03-31
Filed2026-04-27
SBR
SABINE RTY TR
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-27
UNH
UNITEDHEALTH GROUP INC
15.28%
Shares2.7K
Event2026-03-31
Filed2026-04-27
GSST
GOLDMAN SACHS ETF TR
0.09%
Shares14.6K
Event2026-03-31
Filed2026-04-27
APH
AMPHENOL CORP
New
Shares5.8K
Event2026-03-31
Filed2026-04-27
XLC
SELECT SECTOR SPDR TR
-2.15%
Shares6.5K
Event2026-03-31
Filed2026-04-27
F
FORD MTR CO
0.81%
Shares60.1K
Event2026-03-31
Filed2026-04-27
XLK
SELECT SECTOR SPDR TR
-10.43%
Shares5.2K
Event2026-03-31
Filed2026-04-27
SBUX
STARBUCKS CORP
1.08%
Shares7.5K
Event2026-03-31
Filed2026-04-27
WSM
WILLIAMS SONOMA INC
-1.27%
Shares3.6K
Event2026-03-31
Filed2026-04-27
CGSD
CAPITAL GRP FIXED INCM ETF T
9.61%
Shares25.6K
Event2026-03-31
Filed2026-04-27
XLV
SELECT SECTOR SPDR TR
-0.36%
Shares4.4K
Event2026-03-31
Filed2026-04-27
GEHC
GE HEALTHCARE TECHNOLOGIES I
3.40%
Shares8.8K
Event2026-03-31
Filed2026-04-27
BP
BP PLC
0.00%
Shares13.4K
Event2026-03-31
Filed2026-04-27
PLTR
PALANTIR TECHNOLOGIES INC
4.91%
Shares4.3K
Event2026-03-31
Filed2026-04-27
XLRE
SELECT SECTOR SPDR TR
2.14%
Shares15.2K
Event2026-03-31
Filed2026-04-27
CRM
SALESFORCE INC
12.23%
Shares3.3K
Event2026-03-31
Filed2026-04-27
XLY
SELECT SECTOR SPDR TR
-5.18%
Shares5.6K
Event2026-03-31
Filed2026-04-27
NXRT
NEXPOINT RESIDENTIAL TR INC
0.00%
Shares23.9K
Event2026-03-31
Filed2026-04-27
XLF
SELECT SECTOR SPDR TR
-5.97%
Shares12.0K
Event2026-03-31
Filed2026-04-27
HWM
HOWMET AEROSPACE INC
0.12%
Shares2.5K
Event2026-03-31
Filed2026-04-27
PEP
PEPSICO INC
2.09%
Shares3.4K
Event2026-03-31
Filed2026-04-27
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-3.49%
Shares884
Event2026-03-31
Filed2026-04-27
XLB
SELECT SECTOR SPDR TR
-13.38%
Shares10.4K
Event2026-03-31
Filed2026-04-27
ARISTA NETWORKS INC
ARISTA NETWORKS INC
13.34%
Shares3.8K
Event2026-03-31
Filed2026-04-27
GM
GENERAL MTRS CO
-8.11%
Shares6.3K
Event2026-03-31
Filed2026-04-27
NVG
NUVEEN AMT FREE MUN CR INC F
66.20%
Shares37.8K
Event2026-03-31
Filed2026-04-27
COP
CONOCOPHILLIPS
-0.14%
Shares3.5K
Event2026-03-31
Filed2026-04-27
VMO
INVESCO MUN OPPORTUNIT TR
69.95%
Shares48.7K
Event2026-03-31
Filed2026-04-27
BMY
BRISTOL-MYERS SQUIBB CO
0.41%
Shares7.6K
Event2026-03-31
Filed2026-04-27
VGM
INVESCO TR INVT GRADE MUNS
68.04%
Shares46.4K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
BROADCOM INC
13.51%
Shares1.5K
Event2026-03-31
Filed2026-04-27
UNP
UNION PAC CORP
0.38%
Shares1.8K
Event2026-03-31
Filed2026-04-27
CSCO
CISCO SYS INC
0.82%
Shares5.6K
Event2026-03-31
Filed2026-04-27
RSG
REPUBLIC SVCS INC
0.05%
Shares1.9K
Event2026-03-31
Filed2026-04-27
COST
COSTCO WHOLESALE CORPORATION
-4.88%
Shares409
Event2026-03-31
Filed2026-04-27
FNDX
SCHWAB STRATEGIC TR
0.39%
Shares14.6K
Event2026-03-31
Filed2026-04-27
EPD
ENTERPRISE PRODS PARTNERS L
0.48%
Shares10.5K
Event2026-03-31
Filed2026-04-27
ICE
INTERCONTINENTAL EXCHANGE IN
0.95%
Shares2.4K
Event2026-03-31
Filed2026-04-27
GLD
SPDR GOLD TR
-56.75%
Shares881
Event2026-03-31
Filed2026-04-27
EAT
BRINKER INTL INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-27
BEP
BROOKFIELD RENEWABLE ENERGY
0.00%
Shares11.5K
Event2026-03-31
Filed2026-04-27
NVO
NOVO-NORDISK A S
-9.30%
Shares9.8K
Event2026-03-31
Filed2026-04-27
ED
CONSOLIDATED EDISON INC
0.16%
Shares3.2K
Event2026-03-31
Filed2026-04-27
RL
RALPH LAUREN CORP
0.20%
Shares1.0K
Event2026-03-31
Filed2026-04-27
ADP
AUTOMATIC DATA PROCESSING IN
0.06%
Shares1.7K
Event2026-03-31
Filed2026-04-27
FE
FIRSTENERGY CORP
-5.73%
Shares6.7K
Event2026-03-31
Filed2026-04-27
ABT
ABBOTT LABORATORIES
-1.83%
Shares3.3K
Event2026-03-31
Filed2026-04-27
USCI
UNITED STS COMMODITY INDEX F
-0.68%
Shares3.5K
Event2026-03-31
Filed2026-04-27
DIS
DISNEY WALT CO
0.27%
Shares3.4K
Event2026-03-31
Filed2026-04-27
MINT
PIMCO ETF TR
New
Shares3.2K
Event2026-03-31
Filed2026-04-27
MUNI
PIMCO ETF TR
0.00%
Shares6.1K
Event2026-03-31
Filed2026-04-27
SPGI
S&P GLOBAL INC
-5.67%
Shares749
Event2026-03-31
Filed2026-04-27
ISRG
INTUITIVE SURGICAL INC
1.03%
Shares684
Event2026-03-31
Filed2026-04-27
PFE
PFIZER INC
2.87%
Shares11.1K
Event2026-03-31
Filed2026-04-27
SCHD
SCHWAB STRATEGIC TR
New
Shares9.7K
Event2026-03-31
Filed2026-04-27
VGK
VANGUARD INTL EQUITY INDEX F
-37.02%
Shares3.6K
Event2026-03-31
Filed2026-04-27
ETY
EATON VANCE TAX-MANAGED DIVE
0.00%
Shares21.4K
Event2026-03-31
Filed2026-04-27
IEMG
ISHARES INC
-48.86%
Shares4.2K
Event2026-03-31
Filed2026-04-27
PHM
PULTE GROUP INC
-1.00%
Shares2.5K
Event2026-03-31
Filed2026-04-27
NEAR
ISHARES U S ETF TR
New
Shares5.7K
Event2026-03-31
Filed2026-04-27
LMT
LOCKHEED MARTIN CORP
New
Shares474
Event2026-03-31
Filed2026-04-27
HAL
HALLIBURTON CO
0.25%
Shares7.3K
Event2026-03-31
Filed2026-04-27
KORP
AMERICAN CENTY ETF TR
New
Shares6.1K
Event2026-03-31
Filed2026-04-27
PFN
PIMCO INCOME STRATEGY FD II
New
Shares40.8K
Event2026-03-31
Filed2026-04-27
NZF
NUVEEN MUN CR INCOME FD
0.00%
Shares22.9K
Event2026-03-31
Filed2026-04-27
CGMU
CAPITAL GRP FIXED INCM ETF T
0.00%
Shares10.2K
Event2026-03-31
Filed2026-04-27
CGSM
CAPITAL GRP FIXED INCM ETF T
New
Shares10.4K
Event2026-03-31
Filed2026-04-27
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
53.19%
Shares8.9K
Event2026-03-31
Filed2026-04-27
IWM
ISHARES TR
-18.62%
Shares1.0K
Event2026-03-31
Filed2026-04-27
ENB
ENBRIDGE INC
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-27
EWJ
ISHARES INC
-34.24%
Shares3.0K
Event2026-03-31
Filed2026-04-27
APD
AIR PRODUCTS AND CHEMICALS I
-1.25%
Shares872
Event2026-03-31
Filed2026-04-27
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares433
Event2026-03-31
Filed2026-04-27
DE
DEERE & CO
-5.16%
Shares441
Event2026-03-31
Filed2026-04-27
EDD
MORGAN STANLEY EMERGING MKTS
New
Shares48.9K
Event2026-03-31
Filed2026-04-27
SHW
SHERWIN WILLIAMS CO
-0.13%
Shares770
Event2026-03-31
Filed2026-04-27
VHT
VANGUARD WORLD FD
New
Shares874
Event2026-03-31
Filed2026-04-27
CGCP
CAPITAL GRP FIXED INCM ETF T
0.00%
Shares10.5K
Event2026-03-31
Filed2026-04-27
NTES
NETEASE COM INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-27
BARRICK MNG CORP
BARRICK MNG CORP
0.00%
Shares5.6K
Event2026-03-31
Filed2026-04-27
EL
LAUDER ESTEE COS INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-27
MDLZ
MONDELEZ INTL INC
2.38%
Shares3.8K
Event2026-03-31
Filed2026-04-27
OIA
INVESCO MUNI INCOME OPP TRST
0.00%
Shares34.5K
Event2026-03-31
Filed2026-04-27
CAH
CARDINAL HEALTH INC
0.61%
Shares993
Event2026-03-31
Filed2026-04-27
PMO
PUTNAM MUN OPPORTUNITIES TR
0.00%
Shares19.9K
Event2026-03-31
Filed2026-04-27
ETV
EATON VANCE TAX-MANAGED BUY-
0.00%
Shares13.2K
Event2026-03-31
Filed2026-04-27
ETB
EATON VANCE TAX MNGED BUY WR
0.00%
Shares12.5K
Event2026-03-31
Filed2026-04-27
NOK
NOKIA CORP
0.00%
Shares20.1K
Event2026-03-31
Filed2026-04-27
JFR
NUVEEN FLOATING RATE INCOME
0.00%
Shares13.1K
Event2026-03-31
Filed2026-04-27
NXDT
NEXPOINT DIVERSIFIED REL ET
-12.25%
Shares19.6K
Event2026-03-31
Filed2026-04-27
TE
T1 ENERGY INC
New
Shares14.9K
Event2026-03-31
Filed2026-04-27
CHGG
CHEGG INC
0.00%
Shares37.1K
Event2026-03-31
Filed2026-04-27
ROCKWELL MED INC
ROCKWELL MED INC
0.00%
Shares14.2K
Event2026-03-31
Filed2026-04-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available