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Burford Brothers, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 21, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $274,511,965
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $24,185,004
- CAPITAL GROUP CORE EQUITY ET · SHS CREAT UNIT · 14020V108 · shares: $16,477,276
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $11,617,638
- MICROSOFT CORP · COM · 594918104 · shares: $10,692,329
- CAPITAL GROUP GROWTH ETF · SHS CREAT UNIT · 14020G101 · shares: $10,010,448
- JANUS DETROIT STR TR · HENDRSN SHRT ETF · 47103U886 · shares: $8,747,316
- TESLA INC · COM · 88160R101 · shares: $7,955,619
- EXXONMOBIL HOLDINGS CORP · COM SHS · 30233Q108 · shares: $6,810,312
- CAPITAL GROUP GBL GROWTH EQT · SHS CREAT UNIT · 14020X104 · shares: $6,563,211
- AMAZON COM INC · COM · 023135106 · shares: $5,905,104
Reported holdings
186 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| HOWMET AEROSPACE INC | COM | 443201108 | — | 2,544 shares | $575,402 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 5,126 shares | $557,914 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 6,709 shares | $544,771 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 13,224 shares | $540,994 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 8,057 shares | $526,697 |
| BRINKER INTL INC | COM | 109641100 | — | 2,652 shares | $513,242 |
| UNION PAC CORP | COM | 907818108 | — | 1,879 shares | $511,332 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 10,107 shares | $492,218 |
| NEXPOINT RESIDENTIAL TR INC | COM | 65341D102 | — | 24,559 shares | $479,146 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 15,084 shares | $474,687 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 10,131 shares | $464,724 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 14020Y409 | — | 18,351 shares | $463,355 |
| GENERAL MTRS CO | COM | 37045V100 | — | 5,832 shares | $449,064 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,734 shares | $447,437 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 3,522 shares | $440,827 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 1,944 shares | $407,941 |
| INVESCO MUN OPPORTUNIT TR | COM | 46132C107 | — | 48,690 shares | $406,562 |
| INVESCO TR INVT GRADE MUNS | COM | 46131M106 | — | 46,421 shares | $401,542 |
| NUVEEN AMT FREE MUN CR INC F | COM | 67071L106 | — | 37,778 shares | $400,825 |
| PALO ALTO NETWORKS INC | CALL | 697435905 | CALL | 1,000 shares | $397,310 |
| UNITED STS COMMODITY INDEX F | COMM IDX FND | 911717106 | — | 3,493 shares | $382,187 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 417 shares | $379,976 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 10,609 shares | $377,774 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 504 shares | $372,844 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 9,794 shares | $371,291 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 2,420 shares | $367,907 |
| RALPH LAUREN CORP | CL A | 751212101 | — | 1,026 shares | $364,135 |
| DISNEY WALT CO | COM | 254687106 | — | 3,436 shares | $360,404 |
| APPLIED MATLS INC | COM | 038222105 | — | 704 shares | $360,038 |
| PEPSICO INC | COM | 713448108 | — | 2,762 shares | $349,984 |
| NUVEEN MUN CR INCOME FD | COM SH BEN INT | 67070X101 | — | 31,480 shares | $340,928 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 3,293 shares | $336,578 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 10,131 shares | $329,561 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 3,327 shares | $328,832 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 14,964 shares | $325,617 |
| BROOKFIELD RENEWABLE ENERGY | PARTNERSHIP UNIT | G16258108 | — | 11,472 shares | $322,822 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,214 shares | $321,723 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 3,197 shares | $321,458 |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | — | 8,548 shares | $315,849 |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | — | 30,000 shares | $306,300 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 6,149 shares | $305,544 |
| S&P GLOBAL INC | COM | 78409V104 | — | 768 shares | $302,953 |
| EATON VANCE TAX-MANAGED DIVE | COM | 27828N102 | — | 21,400 shares | $300,670 |
| INVESCO MUNI INCOME OPP TRST | COM | 46132X101 | — | 52,470 shares | $300,653 |
| DEERE & CO | COM | 244199105 | — | 445 shares | $298,840 |
| BLACKROCK MUNIASSETS FD INC | COM | 09254J102 | — | 30,980 shares | $295,859 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 925 shares | $292,312 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 3,579 shares | $290,459 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 3,123 shares | $289,721 |
| FIRSTENERGY CORP | COM | 337932107 | — | 6,638 shares | $287,625 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 3,293 shares | $285,814 |
| PFIZER INC | COM | 717081103 | — | 9,971 shares | $284,373 |
| ISHARES U S ETF TR | SHOR DURA BD ETF | 46431W507 | — | 5,654 shares | $281,908 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 688 shares | $279,761 |
| PULTE GROUP INC | COM | 745867101 | — | 2,400 shares | $278,539 |
| FRANKLIN MUN OPPORTUNITIES T | SH BEN INT | 746922103 | — | 30,200 shares | $276,028 |
| AMERICAN CENTY ETF TR | DIVERSIFID CRP | 025072109 | — | 6,065 shares | $269,043 |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | 14020Y201 | — | 10,196 shares | $264,484 |
| NUCOR CORP | COM | 670346105 | — | 1,105 shares | $258,294 |
| MORGAN STANLEY EMERGING MKTS | COM | 617477104 | — | 48,860 shares | $257,004 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 2,635 shares | $256,781 |
| PIMCO INCOME STRATEGY FD II | COM | 72201J104 | — | 40,760 shares | $254,342 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 780 shares | $252,151 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 903 shares | $250,799 |
| NETEASE COM INC | SPONSORED ADS | 64110W102 | — | 2,058 shares | $249,347 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 884 shares | $245,874 |
| CAPITAL GRP FIXED INCM ETF T | SHOR DUR MUN ETF | 14020Y607 | — | 9,490 shares | $243,988 |
| HALLIBURTON CO | COM | 406216101 | — | 7,319 shares | $232,744 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 2,432 shares | $229,012 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 3,874 shares | $224,004 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 5,487 shares | $223,156 |
| ENBRIDGE INC | COM | 29250N105 | — | 4,789 shares | $222,641 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 21,950 shares | $222,573 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 998 shares | $222,093 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 | — | 10,483 shares | $221,925 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 3,587 shares | $219,740 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 577 shares | $215,936 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 417 shares | $212,324 |
| GRAYSCALE COINDESK CRYPTO | USD SHS | G40705108 | — | 5,429 shares | $208,256 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 3,692 shares | $201,251 |
| EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | — | 13,200 shares | $196,944 |
| EATON VANCE TAX MNGED BUY WR | COM | 27828X100 | — | 12,500 shares | $191,625 |
| NUVEEN FLOATING RATE INCOME | COM | 67072T108 | — | 13,070 shares | $97,241 |
| NEXPOINT DIVERSIFIED REL ET | COM NEW | 65340G205 | — | 13,161 shares | $68,569 |
| T1 ENERGY INC | COM NEW | 35834F104 | — | 14,950 shares | $57,707 |
| CHEGG INC | COM | 163092109 | — | 67,087 shares | $48,685 |