BUFFALO BUSINESS & ESTATE SERVICES LTD
CIK 2103405 · View on SEC EDGAR ↗
- Portfolio value
- $792.9M
- Positions
- 105
- As of
- June 30, 2026
#2,847 of 9,443 by 13F value · top 30.1%
Portfolio value QoQ: +15.1% 13F does not disclose cash
- Top 10 holdings weight
- 69.63%
- Top 25 holdings weight
- 88.06%
- Positions above 1%
- 22
- Effective number of positions
- 15.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 13.1% Est. buys $142,175,344 · sells $97,045,490
- New positions
- 23
- Increased
- 47
- Decreased
- 33
- Closed
- 5
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
24.2%
Retail
5.9%
Communication Services
5.7%
Industrials
5.3%
Healthcare
3.6%
Financial Services
3.6%
Financials
0.9%
Utilities
0.6%
Energy
0.6%
Communications
0.1%
Materials
0.1%
Consumer Discretionary
0.1%
Telecommunication
0.0%
Other/Unmapped
49.1%
Full portfolio 105 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $115,242,025 | 14.53% | 1,394,338 | $-19,562,826 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $88,842,542 | 11.21% | 444,013 | $-1,516,483 | Down ×1 | ||
| VTV | $80,350,458 | 10.13% | 368,698 | $14,020,606 | Up ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $62,416,916 | 7.87% | 1,190,935 | $62,198,941 | Up ×1 | ||
| IEFA | $41,780,497 | 5.27% | 432,600 | $1,193,129 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $38,508,357 | 4.86% | 133,081 | $3,107,443 | Down ×1 | ||
| AGG | $38,271,465 | 4.83% | 386,659 | $-4,189,141 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $35,783,612 | 4.51% | 100,130 | $7,530,702 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $34,055,206 | 4.30% | 142,885 | $-3,506,284 | Down ×1 | ||
| IJK | $16,816,230 | 2.12% | 143,117 | $8,827,691 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $12,538,630 | 1.58% | 10,454 | $3,014,834 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $11,911,653 | 1.50% | 11,778 | $11,114,350 | Up ×2 | ||
| GEV GE Vernova Inc. Common Stock | $11,658,173 | 1.47% | 9,923 | $8,717,840 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $11,568,607 | 1.46% | 24,224 | $3,721,990 | Up ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $11,423,142 | 1.44% | 33,497 | $3,402,014 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $11,200,460 | 1.41% | 29,650 | $1,693,001 | Down ×1 | ||
| KLAC KLA Corporation - Common Stock | $10,924,367 | 1.38% | 36,208 | $5,773,659 | Up ×1 | ||
| BA Boeing Company (The) Common Stock | $9,699,588 | 1.22% | 44,808 | $1,905,573 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $9,605,811 | 1.21% | 25,751 | $1,201,673 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8,668,923 | 1.09% | 15,390 | $55,935 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $8,208,869 | 1.04% | 19,750 | Up ×1 | |||
| COF Capital One Financial Corporation Common Stock | $7,913,194 | 1.00% | 39,444 | $3,012,115 | Up ×2 | ||
| IWF | $7,843,324 | 0.99% | 63,166 | $1,576,263 | Up ×2 | ||
| URI United Rentals, Inc. Common Stock | $6,568,956 | 0.83% | 5,798 | $2,526,355 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6,407,480 | 0.81% | 19,575 | $962,823 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $6,320,454 | 0.80% | 24,887 | $602,263 | Up ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $6,151,710 | 0.78% | 27,900 | $1,105,344 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $5,860,632 | 0.74% | 11,411 | $521,052 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $5,756,441 | 0.73% | 6,154 | $-102,857 | Up ×1 | ||
| IWD | $5,604,948 | 0.71% | 23,120 | $950,257 | Up ×1 | ||
| TT Trane Technologies plc | $4,850,743 | 0.61% | 9,876 | $904,524 | Up ×1 | ||
| SPYG | $4,815,301 | 0.61% | 40,468 | $929,722 | Up ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $4,541,266 | 0.57% | 51,741 | $270,366 | Up ×2 | ||
| VEA | $4,221,317 | 0.53% | 59,247 | $689,373 | Up ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $4,210,743 | 0.53% | 8,265 | $-453,509 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $3,994,517 | 0.50% | 24,098 | $-790,001 | Up ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $2,171,723 | 0.27% | 21,657 | $1,134,261 | Up ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1,921,603 | 0.24% | 2,518 | $893,645 | Down ×2 | ||
| IWR | $1,695,901 | 0.21% | 15,373 | $269,494 | Up ×2 | ||
| IWM | $1,421,280 | 0.18% | 4,731 | $434,814 | Up ×2 | ||
| VOO | $1,292,653 | 0.16% | 1,882 | $661,289 | Up ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1,082,255 | 0.14% | 544 | Up ×1 | |||
| GLW Corning Incorporated Common Stock | $1,074,209 | 0.14% | 4,205 | $318,439 | Down ×1 | ||
| IGV | $1,031,638 | 0.13% | 11,387 | Up ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $971,862 | 0.12% | 1,673 | $629,082 | Down ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $919,118 | 0.12% | 952 | $547,707 | Up ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $916,163 | 0.12% | 5,393 | $234,673 | Down ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $884,970 | 0.11% | 12,264 | $-1,176,760 | Down ×1 | ||
| LIN Linde plc - Ordinary Shares | $837,310 | 0.11% | 1,614 | Up ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $810,243 | 0.10% | 1,125 | $174,139 | Down ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $805,298 | 0.10% | 756 | $267,365 | Down ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $749,700 | 0.09% | 10,500 | $-22,502,879 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $740,466 | 0.09% | 1,761 | $86,000 | |||
| IBIT iShares Bitcoin Trust ETF | $654,615 | 0.08% | 19,664 | $-102,758 | Down ×1 | ||
| Unknown issuer (CUSIP: 486917107) | $626,286 | 0.08% | 109,109 | Up ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $594,171 | 0.07% | 1,775 | Up ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $572,234 | 0.07% | 1,921 | ||||
| BRKB | $559,936 | 0.07% | 1,119 | $4,064 | Down ×2 | ||
| WYFI WhiteFiber, Inc. - Ordinary Shares | $534,498 | 0.07% | 13,758 | $-67,183 | Down ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $532,585 | 0.07% | 385 | $35,511 | Down ×2 | ||
| NYF | $532,351 | 0.07% | 9,876 | $247,138 | Up ×1 | ||
| GLD | $510,206 | 0.06% | 1,385 | $60,123 | Up ×2 | ||
| ALAB Astera Labs, Inc. - Common Stock | $504,273 | 0.06% | 1,044 | $211,970 | Down ×1 | ||
| IVV | $489,933 | 0.06% | 654 | $68,859 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $481,730 | 0.06% | 4,129 | $-525,042 | Down ×2 | ||
| KOID KraneShares Global Humanoid and Embodied Intelligence Index ETF | $481,614 | 0.06% | 11,684 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $438,242 | 0.06% | 3,205 | Up ×1 | |||
| GE GE Aerospace Common Stock | $427,949 | 0.05% | 1,145 | $104,424 | Up ×1 | ||
| AMGN Amgen Inc. - Common Stock | $427,615 | 0.05% | 1,181 | $-4,868,805 | Down ×2 | ||
| IJR | $421,083 | 0.05% | 2,839 | $68,947 | Up ×1 | ||
| RMBS Rambus, Inc. - Common Stock | $418,396 | 0.05% | 3,152 | Up ×1 | |||
| FORM FormFactor, Inc. - Common Stock | $399,985 | 0.05% | 2,501 | Up ×1 | |||
| HIMX Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares. | $392,244 | 0.05% | 25,570 | Up ×1 | |||
| SLV | $390,598 | 0.05% | 7,305 | $-97,761 | Up ×2 | ||
| DE Deere & Company Common Stock | $373,696 | 0.05% | 589 | $47,350 | Up ×1 | ||
| BTDR Bitdeer Technologies Group - Ordinary Shares | $365,216 | 0.05% | 23,013 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $362,501 | 0.05% | 3,201 | $-138,842 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $355,156 | 0.04% | 1,005 | $55,401 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $354,278 | 0.04% | 481 | $103,442 | Up ×2 | ||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $344,669 | 0.04% | 3,890 | Up ×1 | |||
| IJH | $312,322 | 0.04% | 4,050 | $54,489 | Up ×1 | ||
| MTB M&T Bank Corporation Common Stock | $311,033 | 0.04% | 1,307 | $41,176 | Up ×2 | ||
| SYK Stryker Corporation Common Stock | $306,579 | 0.04% | 974 | $-227,131 | Down ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $299,055 | 0.04% | 752 | $-689,308 | Down ×2 | ||
| Unknown issuer (CUSIP: 84615Q103) | $293,196 | 0.04% | 1,716 | Up ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $289,783 | 0.04% | 251 | $-414,604 | Down ×1 | ||
| APG APi Group Corporation Common Stock | $288,891 | 0.04% | 6,822 | $12,484 | |||
| VZ Verizon Communications Inc. Common Stock | $282,159 | 0.04% | 6,664 | $-52,736 | Down ×2 | ||
| SHYG | $278,881 | 0.04% | 6,576 | $4,422 | Up ×1 | ||
| AXP American Express Company Common Stock | $277,098 | 0.03% | 819 | $15,707 | Down ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $275,865 | 0.03% | 782 | $-25,346 | Down ×2 | ||
| XLK XLK | $273,808 | 0.03% | 1,437 | ||||
| BLK BlackRock, Inc. Common Stock | $260,068 | 0.03% | 270 | $2,223 | Up ×1 | ||
| ASYS Amtech Systems, Inc. - Common Stock | $257,873 | 0.03% | 11,173 | Up ×1 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $253,741 | 0.03% | 799 | Up ×1 | |||
| EDV | $248,490 | 0.03% | 3,818 | $-9,621 | Down ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $248,364 | 0.03% | 344 | Up ×1 | |||
| NBTB NBT Bancorp Inc. - Common Stock | $236,234 | 0.03% | 4,785 | $34,046 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $228,836 | 0.03% | 909 | ||||
| SCHD | $223,714 | 0.03% | 7,055 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| UNH | $8,208,869 | 19,750 | 1.04% |
| ASML | $1,082,255 | 544 | 0.14% |
| IGV | $1,031,638 | 11,387 | 0.13% |
| LIN | $837,310 | 1,614 | 0.11% |
| Unknown issuer (CUSIP: 486917107) | $626,286 | 109,109 | 0.08% |
| VRT | $594,171 | 1,775 | 0.07% |
| MRVL | $572,234 | 1,921 | 0.07% |
| KOID | $481,614 | 11,684 | 0.06% |
| XOM | $438,242 | 3,205 | 0.06% |
| RMBS | $418,396 | 3,152 | 0.05% |
| FORM | $399,985 | 2,501 | 0.05% |
| HIMX | $392,244 | 25,570 | 0.05% |
| BTDR | $365,216 | 23,013 | 0.05% |
| SOLS | $344,669 | 3,890 | 0.04% |
| Unknown issuer (CUSIP: 84615Q103) | $293,196 | 1,716 | 0.04% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VCIT | Trimmed | -235K | -$19.6M |
| VTV | Bought more | +31K | +$14.0M |
| IJK | Bought more | +64K | +$8.8M |
| GEV | Bought more | +7K | +$8.7M |
| GOOGL | Bought more | +2K | +$7.5M |
| KLAC | Bought more | +33K | +$5.8M |
| AGG | Trimmed | -41K | -$4.2M |
| TSM | Bought more | +1K | +$3.7M |
| AMZN | Trimmed | -37K | -$3.5M |
| PANW | Trimmed | -17K | +$3.4M |
4 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TLT | June 30, 2026 | 97,625 | $8,463,133 | |
| CEG | March 31, 2026 | 11,154 | $3,940,466 | -2.4% |
| B | June 30, 2026 | 55,131 | $2,248,796 | 28.5% |
| SNOW | March 31, 2026 | 3,683 | $807,903 | 109.5% |
| RDDT | March 31, 2026 | 1,795 | $412,617 | 13.9% |
| CRWV | June 30, 2026 | 4,360 | $337,769 | -9.5% |
| IBM | March 31, 2026 | 1,116 | $330,606 | -3.6% |
| TMUS | March 31, 2026 | 1,569 | $318,510 | -12.9% |
| CMG | March 31, 2026 | 8,533 | $315,721 | 12.1% |
| MRVL | March 31, 2026 | 3,426 | $291,174 | 148.7% |
| BLV | March 31, 2026 | 4,152 | $288,647 | No longer tracked |
| TOST | March 31, 2026 | 8,121 | $288,377 | 34.4% |
| TIP | March 31, 2026 | 2,573 | $282,798 | No longer tracked |
| ABT | March 31, 2026 | 2,236 | $280,202 | 11.4% |
| SO | March 31, 2026 | 3,096 | $269,934 | -5.6% |
| CSX | March 31, 2026 | 7,260 | $263,189 | 25.4% |
| NOW | March 31, 2026 | 1,665 | $255,061 | 24.0% |
| PEP | March 31, 2026 | 1,761 | $252,745 | -8.2% |
| ABBV | March 31, 2026 | 1,100 | $251,304 | 21.3% |
| DIS | March 31, 2026 | 1,997 | $227,148 | 11.2% |
| PG | March 31, 2026 | 1,565 | $224,272 | -0.8% |
| KIM | March 31, 2026 | 10,710 | $217,092 | 7.5% |
| DKS | March 31, 2026 | 1,086 | $215,010 | -9.9% |
| ORCL | June 30, 2026 | 1,440 | $211,859 | -0.1% |
| XLK | March 31, 2026 | 1,435 | $206,594 | No longer tracked |
| BX | June 30, 2026 | 1,754 | $201,726 | 21.8% |
| GTO | March 31, 2026 | 4,221 | $200,160 | No longer tracked |