Burford Brothers, Inc. holds a diversified book of 182 stocks worth $272.5M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Fermi Inc and trimmed Janus Henderson Short Durati. Their largest long position is Apple Inc at 8% of the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2001434/holdings"
Use Arkolith to show Burford Brothers, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 7.9 points over this window.
Growth of $10,000 cloning Burford Brothers, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Burford Brothers, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $554.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $541.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $154.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $146.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $81.4B |
| LPL Financial LLC | 80 / 80 | $68.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $16.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.3B |
Ranked by how many of Burford Brothers, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $21.1M | 72.8K | 7.7% | ▲+1.8% Added · +1K sh | |
| 2 | Capital Group Core Equity Et SHS CREAT UNIT | $16.5M | 370.1K | 6.0% | ▲+1.3% Added · +5K sh | |
| 3 | Berkshire Hathaway Inc Del CL B NEW | $11.9M | 23.7K | 4.4% | ▲+0.9% Added · +219 sh | |
| 4 | Janus Detroit STR TR HENDRSN SHRT ETF | $11.0M | 224.7K | 4.0% | ▼−3.1% Reduced · −7K sh | |
| 5 | Capital Group Growth ETF SHS CREAT UNIT | $9.9M | 209.0K | 3.6% | ▲+1.7% Added · +3K sh | |
| 6 | Tesla Inc COM | $9.5M | 22.5K | 3.5% | ▲+1.2% Added · +259 sh | |
| 7 | Microsoft Corp COM | $7.8M | 20.9K | 2.9% | ▲+3.3% Added · +666 sh | |
| 8 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $7.0M | 164.8K | 2.6% | ▲+0.4% Added · +731 sh | |
| 9 | Exxon Mobil Corp COM | $5.7M | 41.8K | 2.1% | ▲+1.2% Added · +502 sh | |
| 10 | Amazon Com Inc COM | $5.7M | 23.8K | 2.1% | ▲+1.6% Added · +384 sh | |
| 11 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $5.0M | 147.5K | 1.8% | ▲+0.8% Added · +1K sh | |
| 12 | Alphabet Inc CAP STK CL C | $4.7M | 13.2K | 1.7% | ▲+4.2% Added · +528 sh | |
| 13 | Ge Vernova Inc COM | $4.6M | 3.9K | 1.7% | ▲+0.8% Added · +33 sh | |
| 14 | First Solar Inc COM | $4.5M | 19.2K | 1.7% | ▲+0.5% Added · +97 sh | |
| 15 | Ge Aerospace COM NEW | $4.5M | 12.0K | 1.6% | ▲+1.0% Added · +122 sh | |
| 16 | Caterpillar Inc COM | $4.4M | 4.1K | 1.6% | ▲+2.4% Added · +97 sh | |
| 17 | JPMorgan Chase & Co COM | $4.3M | 13.1K | 1.6% | ▲+1.8% Added · +229 sh | |
| 18 | Meta Platforms Inc CL A | $3.3M | 5.9K | 1.2% | ▲+1.8% Added · +105 sh | |
| 19 | Vistra Corp COM | $3.1M | 19.4K | 1.1% | ▲+0.6% Added · +123 sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $2.9M | 3.9K | 1.1% | ▼−2.0% Reduced · −79 sh | |
| 21 | Capital Group Core Balanced SHS | $2.8M | 73.3K | 1.0% | ▲+2.7% Added · +2K sh | |
| 22 | Abbvie Inc COM | $2.7M | 10.8K | 1.0% | ▲+0.5% Added · +56 sh | |
| 23 | Walmart Inc COM | $2.7M | 23.9K | 1.0% | ▲+0.7% Added · +160 sh | |
| 24 | Fermi Inc COM | $2.7M | 294.4K | 1.0% | ▲New New position | |
| 25 | Nvidia Corporation COM | $2.6M | 13.0K | 1.0% | ▲+14% Added · +2K sh | |
| 26 | ASML Hldg NV N Y REGISTRY SHS | $2.4M | 1.2K | 0.9% | ▲+1.6% Added · +19 sh | |
| 27 | Altria Group Inc COM | $2.4M | 32.9K | 0.9% | ▼−19% Reduced · −8K sh | |
| 28 | Johnson & Johnson COM | $2.3M | 9.2K | 0.9% | ▼−41% Reduced · −6K sh | |
| 29 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $2.3M | 65.6K | 0.8% | ▼−0.4% Reduced · −255 sh | |
| 30 | Texas Instrs Inc COM | $2.2M | 7.3K | 0.8% | ▲+0.3% Added · +20 sh | |
| 31 | Capital Group Dividend Value SHS CREAT UNIT | $2.1M | 42.0K | 0.8% | ▼−5.2% Reduced · −2K sh | |
| 32 | Consolidated Edison Inc COM | $2.1M | 18.6K | 0.8% | ▲+487% Added · +15K sh | |
| 33 | Procter & Gamble Co COM | $2.0M | 13.5K | 0.7% | ▲+5.2% Added · +668 sh | |
| 34 | Coca Cola Co COM | $2.0M | 24.3K | 0.7% | ▲+0.3% Added · +80 sh | |
| 35 | Verizon Communications Inc COM | $2.0M | 46.4K | 0.7% | ▲+14% Added · +6K sh | |
| 36 | Progressive Corp COM | $1.9M | 8.5K | 0.7% | ▲+25% Added · +2K sh | |
| 37 | Omega Healthcare Invs Inc COM | $1.8M | 36.9K | 0.6% | ▼~0% Reduced · −9 sh | |
| 38 | International Business Machs COM | $1.7M | 5.9K | 0.6% | ▲+2.6% Added · +151 sh | |
| 39 | Chevron Corporation COM | $1.5M | 9.3K | 0.6% | ▲+0.7% Added · +63 sh | |
| 40 | Energy Transfer L P COM UT LTD PTN | $1.5M | 80.6K | 0.6% | ▼−0.3% Reduced · −272 sh | |
| 41 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.4M | 3.0K | 0.5% | ▲+1.8% Added · +54 sh | |
| 42 | ASA Gold And Precious MTLS L SHS | $1.4M | 27.2K | 0.5% | —Held | |
| 43 | MPLX LP COM UNIT REP LTD | $1.4M | 24.9K | 0.5% | ▲+32% Added · +6K sh | |
| 44 | Bristol-Myers Squibb Co COM | $1.4M | 23.5K | 0.5% | ▲+210% Added · +16K sh | |
| 45 | American Express Co COM | $1.3M | 4.0K | 0.5% | ▲+1.3% Added · +52 sh | |
| 46 | Ishares TR TRUST ISHARE 0-1 | $1.3M | 12.0K | 0.5% | ▼−0.4% Reduced · −47 sh | |
| 47 | Dorchester Minerals L P COM UNIT | $1.3M | 51.8K | 0.5% | ▲+73% Added · +22K sh | |
| 48 | Matador Res Co COM | $1.3M | 25.3K | 0.5% | ▼−5.4% Reduced · −1K sh | |
| 49 | NNN REIT Inc COM | $1.3M | 27.0K | 0.5% | ▼−8.1% Reduced · −2K sh | |
| 50 | Amphenol Corp CL A | $1.2M | 7.0K | 0.5% | ▲+21% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 182 | $272.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 172 | $243.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 173 | $242.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 167 | $233.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 161 | $217.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 158 | $206.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 156 | $203.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 157 | $191.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.