Fund Holdings

Burford Brothers, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP(XOM)40,88141,266+3854,919,6697,001,1992.87%+2,081,530
JOHNSON & JOHNSON(JNJ)8,96115,556+6,5951,854,4243,802,6041.56%+1,948,180
JANUS DETROIT STR TR192,453231,872+39,4199,457,12511,329,2634.65%+1,872,138
PROGRESSIVE CORP(PGR)06,816+6,81601,351,2040.55%+1,351,204
ISHARES TR012,009+12,00901,325,6740.54%+1,325,674
NATIONAL FUEL GAS CO(NFG)012,495+12,49501,174,0300.48%+1,174,030
JANUS DETROIT STR TR4,44423,170+18,726224,7781,167,0730.48%+942,295
KT CORP(KT)042,019+42,0190901,3080.37%+901,308
GE VERNOVA INC(GEV)3,8583,860+22,521,4743,369,3971.38%+847,923
AMPHENOL CORP05,781+5,7810730,4290.30%+730,429
MATADOR RES CO(MTDR)26,57326,798+2251,127,7601,693,1140.69%+565,354
CATERPILLAR INC(CAT)3,9924,025+332,287,0222,851,2761.17%+564,254
CHEVRON CORPORATION(CVX)9,1079,260+1531,388,0721,915,8880.79%+527,816
ASML HLDG NV1,1231,191+681,201,4531,573,1090.65%+371,656
WALMART INC(WMT)23,56223,761+1992,625,0852,952,9901.21%+327,905
PIMCO ETF TR03,197+3,1970321,5220.13%+321,522
SCHWAB STRATEGIC TR09,693+9,6930297,3910.12%+297,391
ENERGY TRANSFER L P(ET)77,08680,853+3,7671,271,1461,560,4560.64%+289,310
TARGET CORP(TGT)7,6858,570+885751,2471,038,6910.43%+287,444
ISHARES U S ETF TR05,654+5,6540287,4210.12%+287,421
LOCKHEED MARTIN CORP(LMT)0474+4740286,2370.12%+286,237
SELECT SECTOR SPDR TR15,39415,858+464688,285971,4670.40%+283,182
AMERICAN CENTY ETF TR06,065+6,0650282,6900.12%+282,690
PIMCO INCOME STRATEGY FD II040,760+40,7600280,8360.12%+280,836
CAPITAL GRP FIXED INCM ETF T010,440+10,4400274,3630.11%+274,363
VERIZON COMMUNICATIONS INC(VZ)43,27640,513-2,7631,762,6132,033,7770.83%+271,164
MERCK & CO INC(MRK)9,19610,123+927967,9431,217,6470.50%+249,704
MORGAN STANLEY EMERGING MKTS048,860+48,8600247,7200.10%+247,720
VANGUARD WORLD FD0874+8740237,9850.10%+237,985
PHILLIPS 66(PSX)4,1234,128+5532,016752,1110.31%+220,095
BHP BILLITON LIMITED12,07712,628+551729,107918,5460.38%+189,439
INVESCO MUN OPPORTUNIT TR28,65048,690+20,040274,181463,0420.19%+188,861
BUCKLE INC(BKE)16,43821,122+4,684878,0991,063,7160.44%+185,617
SNAP ON INC(SNA)1,8182,231+413626,451810,4810.33%+184,030
NUVEEN AMT FREE MUN CR INC F(NVG)22,73037,778+15,048287,762465,8030.19%+178,041
OMEGA HEALTHCARE INVS INC(OHI)32,56236,930+4,3681,443,7861,618,2720.66%+174,486
BANK OZK LITTLE ROCK ARK(OZK)15,88419,688+3,804730,993903,4660.37%+172,473
TYSON FOODS INC(TSN)10,60212,390+1,788621,511793,8030.33%+172,292
INVESCO TR INVT GRADE MUNS27,62546,421+18,796286,471458,1750.19%+171,704
TEXAS INSTRS INC(TXN)7,1527,274+1221,240,8041,412,2470.58%+171,443
BLACK HILLS CORP12,68315,120+2,437880,4511,049,4680.43%+169,017
BP PLC(BP)13,35213,3520463,715627,5440.26%+163,829
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,7492,932+183835,394990,8690.41%+155,475
COCA COLA CO(KO)24,15324,182+291,688,5361,839,0410.75%+150,505
MPLX LP(MPLX)17,44918,890+1,441931,2281,078,0350.44%+146,807
CONOCOPHILLIPS(COP)3,5173,512-5329,200463,6420.19%+134,442
QUALCOMM INC(QCOM)4,1596,262+2,103711,337806,3600.33%+95,023
AMGEN INC(AMGN)3,1683,206+381,036,8581,128,1590.46%+91,301
NNN REIT INC(NNN)28,90729,360+4531,145,5841,234,0010.51%+88,417
HALLIBURTON CO(HAL)7,2437,261+18204,687283,1060.12%+78,419
T1 ENERGY INC(TE)014,950+14,950065,6310.03%+65,631
HOWMET AEROSPACE INC(HWM)2,5382,541+3520,341585,5990.24%+65,258
BROOKFIELD RENEWABLE ENERGY11,47211,4720309,400374,4460.15%+65,046
SABINE RTY TR(SBR)10,00010,0000685,703750,0030.31%+64,300
ASA GOLD AND PRECIOUS MTLS L27,21027,21001,623,6211,687,8360.69%+64,215
ENTERPRISE PRODS PARTNERS L(EPD)10,46210,512+50335,409397,7620.16%+62,353
UNITED STS COMMODITY INDEX F(CPER)3,5253,501-24273,575333,7060.14%+60,131
PROCTER & GAMBLE CO(PG)12,54512,846+3011,797,8711,855,4740.76%+57,603
CAPITAL GRP FIXED INCM ETF T23,37225,617+2,245607,911660,6620.27%+52,751
BRISTOL-MYERS SQUIBB CO(BMY)7,5297,560+31406,114458,5190.19%+52,405
PEPSICO INC(PEP)3,3463,416+70480,199530,5300.22%+50,331
STARBUCKS CORP(SBUX)7,4297,509+80625,612672,7390.28%+47,127
CHUBB LTD SWITZ2,4332,470+37759,325805,0300.33%+45,705
CONSOLIDATED EDISON INC(ED)3,1633,168+5314,149358,5540.15%+44,405
PFIZER INC(PFE)10,79211,102+310268,709311,7420.13%+43,033
GRAYSCALE BITCOIN MINI TR ET(BTC)5,8158,908+3,093225,215267,1510.11%+41,936
CAPITAL GROUP CORE BALANCED68,41671,419+3,0032,417,1372,457,5281.01%+40,391
CAPITAL GROUP DIVIDEND VALUE42,23044,269+2,0391,842,9171,883,2030.77%+40,286
RTX CORPORATION(RTX)5,5785,505-731,023,0051,061,9140.44%+38,909
COSTCO WHOLESALE CORPORATION(COST)430409-21370,889407,6620.17%+36,773
AIR PRODUCTS AND CHEMICALS I883872-11218,135253,3910.10%+35,256
DEERE & CO(DE)465441-24216,490248,4150.10%+31,925
NOKIA CORP(NOK)20,10020,1000130,047161,6040.07%+31,557
ENBRIDGE INC(ENB)4,7894,7890229,058259,2760.11%+30,218
PHILIP MORRIS INTL INC(PM)5,7345,733-1919,734947,8940.39%+28,160
SELECT SECTOR SPDR TR5,3655,319-46832,219860,2420.35%+28,023
ARISTA NETWORKS INC(ANET)3,3803,831+451442,881470,3700.19%+27,489
UNION PAC CORP(UNP)1,8351,842+7424,472446,9060.18%+22,434
FIRSTENERGY CORP(FE)7,1336,724-409319,344340,6380.14%+21,294
SELECT SECTOR SPDR TR14,87715,196+319600,287620,4530.25%+20,166
MCDONALDS CORP(MCD)3,4013,409+81,039,3621,059,5180.43%+20,156
MONDELEZ INTL INC(MDLZ)3,7453,834+89201,593221,0010.09%+19,408
ISHARES TR11,77112,055+2841,025,9601,045,0480.43%+19,088
REPUBLIC SVCS INC(RSG)1,8901,891+1400,562414,1750.17%+13,613
SCHWAB STRATEGIC TR14,51814,574+56395,039405,8840.17%+10,845
CARDINAL HEALTH INC(CAH)987993+6202,875209,7400.09%+6,865
CAPITAL GROUP INTL FOCUS EQT65,50465,866+3621,935,6421,942,3880.80%+6,746
BROADCOM INC(AVGO)1,2881,462+174445,802452,5040.19%+6,702
CISCO SYS INC(CSCO)5,5195,564+45425,109431,7450.18%+6,636
NEXPOINT DIVERSIFIED REL ET22,28619,557-2,72985,35691,3320.04%+5,976
WILLIAMS SONOMA INC(WSM)3,6953,648-47659,890665,1400.27%+5,250
INVESCO MUNI INCOME OPP TRST34,47034,4700207,165211,6460.09%+4,481
DORCHESTER MINERALS L P(DMLP)36,15029,896-6,254808,314810,1820.33%+1,868
GOLDMAN SACHS ETF TR14,60414,617+13737,076738,9140.30%+1,838
ROCKWELL MED INC14,16814,168011,80912,6550.01%+846
CAPITAL GRP FIXED INCM ETF T30,54230,956+414843,570842,9320.35%-638
PIMCO ETF TR6,1496,1490322,269320,9160.13%-1,353
BRINKER INTL INC(EAT)2,6522,6520380,615378,6260.16%-1,989
PULTE GROUP INC(PHM)2,4882,463-25291,799289,7210.12%-2,078
CAPITAL GRP FIXED INCM ETF T10,19610,1960279,166276,8210.11%-2,345
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