Burford Brothers, Inc. holds a diversified book of 182 reported positions worth $272.5M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Fermi Inc and trimmed Janus Henderson Short Durati. Their largest long position is Apple Inc at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +33% (+16.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.7 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 each quarter's actual reporting lag, ~28 days for the latest filing, with 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.
71% mapped to company sectors
+5 sectors below the cut, 10% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Burford Brothers, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 8 / 80 | $236.1M |
| BlueSpruce Investments, LP | 9 / 80 | $591.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $420.3M |
| Draper Asset Management, LLC | 10 / 80 | $177.3M |
| Ardent Capital Management, Inc. | 17 / 80 | $201.3M |
| Trust Asset Management LLC | 34 / 80 | $1.3B |
| Forge Financial Services LLC | 9 / 80 | $951.0M |
| Independent Investors Inc | 25 / 80 | $426.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Burford Brothers, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 182 | $272.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 172 | $243.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 173 | $242.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 167 | $233.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 161 | $217.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 158 | $206.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 24d | 156 | $203.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 157 | $191.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.