Burford Brothers, Inc.

CIK 0002001434 • 7 13F filings • Apr 30, 2025 – Oct 21, 2026

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Filer information

Filed by: Burford Brothers, Inc., Compliance Consultant
Address: 7001 PRESTON RD. STE. 405, DALLAS, TX, 75205
Phone: 512-881-2528
AUM: $242.2M

AUM over time

$274.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $242.2M172 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$417K	0.2%	3,331 SH	New
ABBVIE INC	COM	$2.4M	1.0%Prev: 1.0%	10,645 SH	Decreased-136 SH
AIR PRODS & CHEMS INC	COM	$218K	0.1%	883 SH	New
ALPHABET INC	CAP STK CL A	$1.0M	0.4%Prev: 0.4%	3,333 SH	Decreased-40 SH
ALPHABET INC	CAP STK CL C	$4.0M	1.6%Prev: 1.6%	12,696 SH	Decreased-484 SH
ALTRIA GROUP INC	COM	$2.9M	1.2%Prev: 0.8%	50,647 SH	Increased+17,885 SH
AMAZON COM INC	COM	$5.3M	2.2%Prev: 2.2%	23,048 SH	Decreased-653 SH
AMBEV SA	SPONSORED ADR	$1.4M	0.6%Prev: 0.5%	568,551 SH	Decreased+67,297 SH
AMERICAN EXPRESS CO	COM	$1.4M	0.6%Prev: 0.4%	3,854 SH	Increased-116 SH
AMGEN INC	COM	$1.0M	0.4%Prev: 0.5%	3,168 SH	Decreased-102 SH
APPLE INC	COM	$19.5M	8.0%Prev: 8.8%	71,653 SH	Decreased-970 SH
ARISTA NETWORKS INC	COM SHS	$443K	0.2%Prev: 0.3%	3,380 SH	Decreased-692 SH
ASA GOLD AND PRECIOUS MTLS L	SHS	$1.6M	0.7%Prev: 0.6%	27,210 SH	Increased
ASML HOLDING N V	N Y REGISTRY SHS	$1.2M	0.5%	1,123 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$443K	0.2%Prev: 0.2%	1,721 SH	Decreased-13 SH
BANK OZK LITTLE ROCK ARK	COM	$731K	0.3%	15,884 SH	New
BARRICK MNG CORP	COM SHS	$244K	0.1%Prev: 0.1%	5,606 SH	Increased+119 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.8M	4.9%Prev: 4.2%	23,563 SH	Increased+232 SH
BHP GROUP LTD	SPONSORED ADS	$729K	0.3%	12,077 SH	New
BLACK HILLS CORP	COM	$880K	0.4%	12,683 SH	New
BLACKROCK INC	COM	$841K	0.3%Prev: 0.3%	786 SH	Decreased-20 SH
BLACKROCK MUNIASSETS FD INC	COM	$187K	0.1%Prev: 0.1%	17,500 SH	Decreased-13,480 SH
BLACKROCK MUNIVEST FD II INC	COM	$285K	0.1%	26,355 SH	New
BP PLC	SPONSORED ADR	$464K	0.2%Prev: 0.2%	13,352 SH	Decreased
BRINKER INTL INC	COM	$381K	0.2%Prev: 0.2%	2,652 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$406K	0.2%Prev: 0.6%	7,529 SH	Decreased-17,046 SH
BROADCOM INC	COM	$446K	0.2%Prev: 0.3%	1,288 SH	Decreased-693 SH
BROOKFIELD RENEWABLE PARTNER	PARTNERSHIP UNIT	$309K	0.1%	11,472 SH	New
BUCKLE INC	COM	$878K	0.4%	16,438 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$2.4M	1.0%Prev: 1.0%	68,416 SH	Decreased-5,813 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$14.3M	5.9%	354,418 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.8M	0.8%	42,230 SH	New
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$5.7M	2.3%	163,303 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$8.6M	3.5%	192,989 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.9M	0.8%	65,504 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$237K	0.1%Prev: 0.1%	10,483 SH	Increased
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$279K	0.1%	10,196 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$608K	0.3%Prev: 0.2%	23,372 SH	Increased+5,021 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$844K	0.3%Prev: 0.4%	30,542 SH	Decreased-15,464 SH
CARDINAL HEALTH INC	COM	$203K	0.1%Prev: 0.1%	987 SH	Decreased-11 SH
CATERPILLAR INC	COM	$2.3M	0.9%Prev: 1.2%	3,992 SH	Decreased-136 SH
CF INDS HLDGS INC	COM	$960K	0.4%	12,417 SH	New
CHEGG INC	COM	$34K	0.0%Prev: 0.0%	37,087 SH	Decreased-30,000 SH
CHEVRON CORP NEW	COM	$1.4M	0.6%	9,107 SH	New
CHUBB LIMITED	COM	$759K	0.3%Prev: 0.3%	2,433 SH	Decreased-21 SH
CISCO SYS INC	COM	$425K	0.2%Prev: 0.2%	5,519 SH	Decreased-138 SH
COCA COLA CO	COM	$1.7M	0.7%Prev: 0.8%	24,153 SH	Decreased-118 SH
COINBASE GLOBAL INC	COM CL A	$1.6M	0.6%Prev: 0.5%	6,862 SH	Increased-489 SH
COMCAST CORP NEW	CL A	$571K	0.2%Prev: 0.1%	19,091 SH	Increased+4,127 SH
COMMERCIAL METALS CO	COM	$326K	0.1%	4,716 SH	New
CONOCOPHILLIPS	COM	$329K	0.1%Prev: 0.2%	3,517 SH	Decreased-5 SH
CONSOLIDATED EDISON INC	COM	$314K	0.1%Prev: 0.1%	3,163 SH	Decreased-130 SH
COSTCO WHSL CORP NEW	COM	$371K	0.2%	430 SH	New
DEERE & CO	COM	$216K	0.1%Prev: 0.1%	465 SH	Decreased+20 SH
DISNEY WALT CO	COM	$384K	0.2%Prev: 0.1%	3,377 SH	Increased-59 SH
DORCHESTER MINERALS LP	COM UNIT	$808K	0.3%	36,150 SH	New
EATON VANCE TAX MNGED BUY WR	COM	$191K	0.1%Prev: 0.1%	12,500 SH	Decreased
EATON VANCE TAX-MANAGED BUY-	COM	$190K	0.1%Prev: 0.1%	13,200 SH	Decreased
EATON VANCE TAX-MANAGED DIVE	COM	$328K	0.1%Prev: 0.1%	21,400 SH	Increased
ENBRIDGE INC	COM	$229K	0.1%Prev: 0.1%	4,789 SH	Increased
ENERGY TRANSFER L P	COM UT LTD PTN	$1.3M	0.5%Prev: 0.6%	77,086 SH	Decreased-1,265 SH
ENTERPRISE PRODS PARTNERS L	COM	$335K	0.1%Prev: 0.1%	10,462 SH	Decreased-147 SH
EXXON MOBIL CORP	COM	$4.9M	2.0%	40,881 SH	New
FIRST SOLAR INC	COM	$5.0M	2.1%Prev: 1.2%	19,080 SH	Increased-106 SH
FIRSTENERGY CORP	COM	$319K	0.1%Prev: 0.1%	7,133 SH	Increased+495 SH
FORD MTR CO	COM	$783K	0.3%Prev: 0.3%	59,654 SH	Increased-1,249 SH
GE AEROSPACE	COM NEW	$3.6M	1.5%Prev: 1.3%	11,806 SH	Increased+788 SH
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$700K	0.3%Prev: 0.2%	8,531 SH	Increased+474 SH
GE VERNOVA INC	COM	$2.5M	1.0%Prev: 1.3%	3,858 SH	Decreased+210 SH
GENERAL DYNAMICS CORP	COM	$1.1M	0.4%	3,157 SH	New
GENERAL MTRS CO	COM	$555K	0.2%Prev: 0.2%	6,821 SH	Increased+989 SH
GOLDMAN SACHS ETF TR	ULTRA SHORT BOND	$737K	0.3%	14,604 SH	New
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$225K	0.1%Prev: 0.1%	5,815 SH	Decreased-2,733 SH
HALLIBURTON CO	COM	$205K	0.1%Prev: 0.1%	7,243 SH	Decreased-76 SH
HOME DEPOT INC	COM	$913K	0.4%Prev: 0.3%	2,653 SH	Increased+111 SH
HOWMET AEROSPACE INC	COM	$520K	0.2%Prev: 0.2%	2,538 SH	Decreased-6 SH
HUNTINGTON BANCSHARES INC	COM	$733K	0.3%	42,250 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$390K	0.2%Prev: 0.1%	2,411 SH	Increased-9 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.7M	0.7%Prev: 0.5%	5,664 SH	Increased-169 SH
INTUITIVE SURGICAL INC	COM NEW	$383K	0.2%Prev: 0.1%	677 SH	Increased-11 SH
INVESCO MUN OPPORTUNITY TR	COM	$274K	0.1%	28,650 SH	New
INVESCO MUNI INCOME OPP TRST	COM	$207K	0.1%Prev: 0.1%	34,470 SH	Decreased-18,000 SH
INVESCO QQQ TR	UNIT SER 1	$266K	0.1%Prev: 0.1%	433 SH	Decreased-71 SH
INVESCO TR INVT GRADE MUNS	COM	$286K	0.1%Prev: 0.1%	27,625 SH	Decreased-18,796 SH
ISHARES INC	CORE MSCI EMKT	$550K	0.2%Prev: 0.1%	8,176 SH	Increased+4,597 SH
ISHARES INC	MSCI JAPAN ETF	$369K	0.2%Prev: 0.1%	4,568 SH	Increased+1,933 SH
ISHARES TR	20 YR TR BD ETF	$1.0M	0.4%Prev: 0.3%	11,771 SH	Increased+732 SH
ISHARES TR	RUSSELL 2000 ETF	$317K	0.1%Prev: 0.1%	1,289 SH	Increased+386 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$201K	0.1%	3,518 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$208K	0.1%Prev: 0.1%	3,587 SH	Decreased
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$9.5M	3.9%Prev: 3.2%	192,453 SH	Increased+12,319 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$225K	0.1%Prev: 0.4%	4,444 SH	Decreased-15,726 SH
JOHNSON & JOHNSON	COM	$1.9M	0.8%Prev: 0.9%	8,961 SH	Decreased-326 SH
JPMORGAN CHASE & CO.	COM	$4.1M	1.7%	12,878 SH	New
LAUDER ESTEE COS INC	CL A	$326K	0.1%Prev: 0.1%	3,114 SH	Increased-9 SH
MATADOR RES CO	COM	$1.1M	0.5%Prev: 0.5%	26,573 SH	Decreased+1,244 SH
MCDONALDS CORP	COM	$1.0M	0.4%Prev: 0.3%	3,401 SH	Increased-36 SH
MERCK & CO INC	COM	$968K	0.4%Prev: 0.1%	9,196 SH	Increased+6,982 SH
META PLATFORMS INC	CL A	$3.7M	1.5%Prev: 1.8%	5,621 SH	Decreased-1,309 SH
MICROSOFT CORP	COM	$9.7M	4.0%Prev: 3.9%	19,976 SH	Decreased-871 SH
MONDELEZ INTL INC	CL A	$202K	0.1%Prev: 0.1%	3,745 SH	Decreased-129 SH
MPLX LP	COM UNIT REP LTD	$931K	0.4%Prev: 0.5%	17,449 SH	Decreased-7,464 SH
MUELLER INDS INC	COM	$329K	0.1%Prev: 0.3%	2,862 SH	Decreased-12,377 SH
NETEASE INC	SPONSORED ADS	$283K	0.1%	2,058 SH	New
NEW GOLD INC CDA	COM	$98K	0.0%	11,235 SH	New
NEXPOINT DIVERSIFIED REL ET	COM NEW	$85K	0.0%Prev: 0.0%	22,286 SH	Increased+9,125 SH
NEXPOINT RESIDENTIAL TR INC	COM	$718K	0.3%Prev: 0.2%	23,869 SH	Increased-690 SH
NEXTERA ENERGY INC	COM	$1.2M	0.5%	14,627 SH	New
NNN REIT INC	COM	$1.1M	0.5%Prev: 0.5%	28,907 SH	Decreased-5,988 SH
NOKIA CORP	SPONSORED ADR	$130K	0.1%Prev: 0.1%	20,100 SH	Decreased-1,850 SH
NOVO-NORDISK A S	ADR	$549K	0.2%Prev: 0.1%	10,798 SH	Increased+1,004 SH
NUVEEN AMT FREE MUN CR INC F	COM	$288K	0.1%Prev: 0.1%	22,730 SH	Decreased-15,048 SH
NUVEEN FLOATING RATE INCOME	COM	$102K	0.0%Prev: 0.0%	13,070 SH	Increased
NUVEEN MUNICIPAL CREDIT INC	COM SH BEN INT	$287K	0.1%	22,850 SH	New
NVIDIA CORPORATION	COM	$2.1M	0.9%Prev: 1.4%	11,182 SH	Decreased-5,916 SH
OMEGA HEALTHCARE INVS INC	COM	$1.4M	0.6%Prev: 0.6%	32,562 SH	Decreased-1,504 SH
OMNICOM GROUP INC	COM	$487K	0.2%	6,033 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$725K	0.3%Prev: 0.3%	4,076 SH	Decreased-282 SH
PEPSICO INC	COM	$480K	0.2%Prev: 0.1%	3,346 SH	Increased+584 SH
PERRIGO CO PLC	SHS	$484K	0.2%	34,803 SH	New
PFIZER INC	COM	$269K	0.1%Prev: 0.1%	10,792 SH	Decreased+821 SH
PHILIP MORRIS INTL INC	COM	$920K	0.4%Prev: 0.4%	5,734 SH	Decreased-35 SH
PHILLIPS 66	COM	$532K	0.2%Prev: 0.4%	4,123 SH	Decreased-57 SH
PIMCO ETF TR	INTER MUN BD ACT	$322K	0.1%Prev: 0.1%	6,149 SH	Increased
PROCTER AND GAMBLE CO	COM	$1.8M	0.7%	12,545 SH	New
PULTE GROUP INC	COM	$292K	0.1%Prev: 0.1%	2,488 SH	Increased+88 SH
PUTNAM MANAGED MUN INCOME TR	COM	$162K	0.1%	25,850 SH	New
PUTNAM MUN OPPORTUNITIES TR	SH BEN INT	$213K	0.1%	19,900 SH	New
QUALCOMM INC	COM	$711K	0.3%	4,159 SH	New
RALPH LAUREN CORP	CL A	$360K	0.1%Prev: 0.1%	1,018 SH	Decreased-8 SH
REPUBLIC SVCS INC	COM	$401K	0.2%Prev: 0.1%	1,890 SH	Decreased-54 SH
RIO TINTO PLC	SPONSORED ADR	$1.1M	0.5%Prev: 0.1%	13,971 SH	Increased+11,539 SH
ROCKWELL MED INC	COM NEW	$12K	0.0%	14,168 SH	New
ROYAL GOLD INC	COM	$208K	0.1%	936 SH	New
RTX CORPORATION	COM	$1.0M	0.4%Prev: 0.4%	5,578 SH	Decreased+60 SH
S&P GLOBAL INC	COM	$415K	0.2%Prev: 0.1%	794 SH	Increased+26 SH
SABINE RTY TR	UNIT BEN INT	$686K	0.3%Prev: 0.3%	10,000 SH	Decreased
SALESFORCE INC	COM	$784K	0.3%Prev: 0.3%	2,961 SH	Decreased-466 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$395K	0.2%Prev: 0.2%	14,518 SH	Decreased-566 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$779K	0.3%	6,614 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$1.7M	0.7%	18,120 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$688K	0.3%	15,394 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$699K	0.3%	12,768 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$681K	0.3%	4,398 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$832K	0.3%	5,365 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$546K	0.2%	12,050 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$600K	0.2%	14,877 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$833K	0.3%	5,789 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$796K	0.3%	18,650 SH	New
SHERWIN WILLIAMS CO	COM	$250K	0.1%Prev: 0.1%	771 SH	Decreased-9 SH
SKYWORKS SOLUTIONS INC	COM	$396K	0.2%	6,238 SH	New
SNAP ON INC	COM	$626K	0.3%	1,818 SH	New
SPDR GOLD TR	GOLD SHS	$807K	0.3%Prev: 0.2%	2,037 SH	Increased+507 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.3M	1.4%	4,847 SH	New
STARBUCKS CORP	COM	$626K	0.3%Prev: 0.3%	7,429 SH	Decreased-162 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$835K	0.3%	2,749 SH	New
TARGET CORP	COM	$751K	0.3%Prev: 0.5%	7,685 SH	Decreased-570 SH
TESLA INC	COM	$10.1M	4.2%Prev: 2.9%	22,360 SH	Increased-62 SH
TEVA PHARMACEUTICAL INDS LTD	SPONSORED ADS	$4.6M	1.9%	147,515 SH	New
TEXAS INSTRS INC	COM	$1.2M	0.5%Prev: 0.7%	7,152 SH	Decreased-126 SH
TYSON FOODS INC	CL A	$622K	0.3%Prev: 0.2%	10,602 SH	Decreased-2,061 SH
UNION PAC CORP	COM	$424K	0.2%Prev: 0.2%	1,835 SH	Decreased-44 SH
UNITED STS COMMODITY INDEX F	COMM IDX FND	$274K	0.1%Prev: 0.1%	3,525 SH	Decreased+32 SH
UNITEDHEALTH GROUP INC	COM	$784K	0.3%Prev: 0.4%	2,375 SH	Decreased-379 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$575K	0.2%Prev: 0.3%	916 SH	Decreased-103 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$476K	0.2%Prev: 0.1%	5,691 SH	Increased+2,398 SH
VERIZON COMMUNICATIONS INC	COM	$1.8M	0.7%Prev: 0.2%	43,276 SH	Increased+33,145 SH
VISA INC	COM CL A	$943K	0.4%Prev: 0.3%	2,689 SH	Decreased+19 SH
VISTRA CORP	COM	$3.1M	1.3%Prev: 1.0%	19,099 SH	Increased-181 SH
WALMART INC	COM	$2.6M	1.1%Prev: 0.9%	23,562 SH	Increased-497 SH
WESTERN ASSET MANAGED MUNS F	COM	$377K	0.2%	36,100 SH	New
WILLIAMS SONOMA INC	COM	$660K	0.3%	3,695 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $329K
AIR PRODUCTS AND CHEMICALS I — $246K
AMERICAN CENTY ETF TR — $269K
AMPHENOL CORP — $1.6M
APPLIED MATLS INC — $360K
ASML HLDG NV — $2.2M
BEST BUY INC — $739K
BHP BILLITON LIMITED — $1.1M
BLOCK H & R INC — $737K
BROOKFIELD RENEWABLE ENERGY — $323K
CAPITAL GROUP CORE EQUITY ET — $16.5M
CAPITAL GROUP DIVIDEND VALUE — $2.0M
CAPITAL GROUP GBL GROWTH EQT — $6.6M
CAPITAL GROUP GROWTH ETF — $10.0M
CAPITAL GROUP INTL FOCUS EQT — $2.2M
CAPITAL GRP FIXED INCM ETF T — $264K
CAPITAL GRP FIXED INCM ETF T — $244K
CF INDUSTRIES HOLD — $1.1M
CHEVRON CORPORATION — $1.9M
COGNIZANT TECHNOLOGY SOLUTIO — $597K
… and 50 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0002001434-26-000001	$242.2M	View
Oct 21, 2026	Q3 2026	13F-HR	0002001434-26-000009	$274.5M	View
Oct 23, 2025	Q3 2025