Burford Brothers, Inc.

Q1 2026 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
172
Total value ($000)
$243,878
Net value change ($000)
+1,688 (0.7%)
New positions
15
Sold out positions
16
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 2,081 42.3%
JNJ 1,949 105.1%
VNLA 1,872 19.8%
PGR 1,351 NEW
SHV 1,326 NEW
NFG 1,174 NEW
JAAA 942 418.7%
KT 901 NEW
GEV 848 33.6%
APH 730 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,173 -22.5%
TSLA -1,782 -17.7%
AAPL -1,330 -6.8%
FSLR -1,210 -24.3%
NEE -1,174 -100.0%
HBAN -733 -100.0%
SPY -722 -21.8%
BRK-B -584 -4.9%
CMCSA -571 -100.0%
OMC -487 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type