Buffington Mohr McNeal
CIK 1317829 · View on SEC EDGAR ↗
- Portfolio value
- $507.0M
- Positions
- 111
- As of
- March 31, 2025 Data as of Q1 2025
#3,741 of 9,443 by 13F value · top 39.6%
Portfolio value QoQ: -15.9% 13F does not disclose cash
- Top 10 holdings weight
- 45.30%
- Top 25 holdings weight
- 77.40%
- Positions above 1%
- 31
- Effective number of positions
- 30.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2025: 4.53% Est. buys $25,120,239 · sells $100,599,419
- New positions
- 8
- Increased
- 14
- Decreased
- 74
- Closed
- 30
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
10.8%
Industrials
10.7%
Retail
8.6%
Healthcare
7.7%
Financial Services
7.4%
Financials
4.9%
Materials
3.0%
Communication Services
1.9%
Utilities
0.6%
Energy
0.5%
Logistics & Transportation
0.2%
Real Estate
0.2%
Consumer products
0.1%
Telecommunication
0.1%
Consumer Staples
0.1%
Other/Unmapped
43.2%
Full portfolio 111 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $46,515,200 | 9.17% | 2,106,667 | $-2,358,928 | Down ×1 | ||
| IVV | $31,267,959 | 6.17% | 55,647 | $581,496 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $30,443,239 | 6.00% | 32,188 | $-1,660,905 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $25,815,410 | 5.09% | 68,770 | $-5,938,714 | Down ×1 | ||
| XLK XLK | $21,948,479 | 4.33% | 106,298 | $-2,884,457 | Down ×1 | ||
| JIRE | $16,129,094 | 3.18% | 253,125 | $33,548 | Down ×1 | ||
| JAAA | $15,530,578 | 3.06% | 306,263 | $-112,684 | Down ×1 | ||
| APH Amphenol Corporation Common Stock | $14,229,479 | 2.81% | 216,946 | $-3,217,216 | Down ×1 | ||
| IBDW | $13,985,466 | 2.76% | 673,998 | $518,483 | Up ×1 | ||
| IBDR | $13,840,705 | 2.73% | 571,694 | $-519,822 | Down ×1 | ||
| IBDV | $13,776,644 | 2.72% | 634,284 | $422,717 | Up ×1 | ||
| IJR | $13,556,676 | 2.67% | 129,642 | $13,219,773 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $13,439,587 | 2.65% | 54,788 | $-2,661,279 | Down ×1 | ||
| V Visa Inc. | $12,873,103 | 2.54% | 36,732 | $-215,456 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $11,914,793 | 2.35% | 53,639 | $-3,441,049 | Down ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $11,623,367 | 2.29% | 100,539 | $-5,623,620 | Down ×1 | ||
| URI United Rentals, Inc. Common Stock | $10,954,943 | 2.16% | 17,480 | $-2,860,426 | Down ×1 | ||
| DHR Danaher Corporation Common Stock | $10,953,197 | 2.16% | 53,430 | $-3,497,833 | Down ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $10,804,907 | 2.13% | 21,714 | $-3,101,159 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9,917,112 | 1.96% | 52,124 | $-3,831,985 | Down ×1 | ||
| AME AMETEK, Inc. | $9,741,132 | 1.92% | 56,588 | $-1,678,398 | Down ×1 | ||
| ABT Abbott Laboratories Common Stock | $9,140,462 | 1.80% | 68,907 | $1,032,270 | Down ×1 | ||
| RSG Republic Services, Inc. Common Stock | $8,542,271 | 1.68% | 35,275 | $126,057 | Down ×1 | ||
| ECL Ecolab Inc. Common Stock | $8,256,937 | 1.63% | 32,569 | $236,759 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7,246,765 | 1.43% | 46,385 | $-3,260,103 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $7,154,706 | 1.41% | 171,452 | $-1,524,001 | Down ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $7,121,809 | 1.40% | 24,148 | $-1,586,365 | Down ×1 | ||
| SPGI S&P Global Inc. Common Stock | $6,236,744 | 1.23% | 12,275 | $-309,545 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $5,822,837 | 1.15% | 34,778 | $-2,480,761 | Down ×1 | ||
| IBDQ | $5,694,782 | 1.12% | 226,433 | $-446,685 | Down ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $5,523,817 | 1.09% | 61,540 | $-2,292,418 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4,759,122 | 0.94% | 46,322 | $-2,668,014 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $4,082,323 | 0.81% | 46,983 | $206,718 | Up ×1 | ||
| IBDS | $3,982,398 | 0.79% | 164,698 | $2,085,724 | Up ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $3,926,357 | 0.77% | 17,780 | $-2,294,377 | Down ×1 | ||
| RSP | $3,746,515 | 0.74% | 21,627 | $-1,503,861 | Down ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $3,496,455 | 0.69% | 5,752 | $-618,073 | Down ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3,102,334 | 0.61% | 59,239 | $-249,205 | Down ×1 | ||
| IDA IDACORP, Inc. Common Stock | $2,541,848 | 0.50% | 21,871 | $2,004,081 | Up ×1 | ||
| BRKB | $2,424,144 | 0.48% | 4,552 | $194,142 | Down ×1 | ||
| IJH | $2,397,061 | 0.47% | 41,081 | $-2,580 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,180,269 | 0.43% | 14,099 | $-803,099 | Down ×1 | ||
| VOO | $2,074,263 | 0.41% | 4,036 | $-159,055 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2,073,600 | 0.41% | 5,658 | $-2,763,488 | Down ×1 | ||
| WFC Wells Fargo & Company Common Stock | $1,910,396 | 0.38% | 26,611 | $308,791 | Up ×1 | ||
| FTEC | $1,489,974 | 0.29% | 9,239 | $-248,638 | Down ×1 | ||
| USB U.S. Bancorp Common Stock | $1,214,332 | 0.24% | 28,762 | $-324,981 | Down ×1 | ||
| IBDT | $1,187,119 | 0.23% | 46,996 | $839,913 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,088,210 | 0.21% | 1,992 | Up ×1 | |||
| HON Honeywell International Inc. - Common Stock | $1,050,957 | 0.21% | 4,963 | $-1,275,076 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $1,022,613 | 0.20% | 8,765 | $-415,624 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,015,543 | 0.20% | 8,539 | $115,612 | Up ×1 | ||
| ANSS | $989,250 | 0.20% | 3,125 | $-64,906 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $988,651 | 0.19% | 8,117 | $-11,173 | Down ×1 | ||
| UNP Union Pacific Corporation Common Stock | $899,366 | 0.18% | 3,807 | $27,569 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $879,534 | 0.17% | 6,640 | $-704,210 | Down ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $851,643 | 0.17% | 3,133 | $-383,245 | Down ×1 | ||
| CARR Carrier Global Corporation Common Stock | $836,880 | 0.17% | 13,200 | $-146,678 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $809,741 | 0.16% | 7,471 | $-232,794 | Down ×1 | ||
| FDX FedEx Corporation Common Stock | $790,335 | 0.16% | 3,242 | $-127,385 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $758,660 | 0.15% | 4,535 | $-3,352,354 | Down ×1 | ||
| SPY SPY | $751,261 | 0.15% | 1,343 | $-513,500 | Down ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $749,052 | 0.15% | 6,804 | $-120,041 | Down ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $699,053 | 0.14% | 2,288 | $29,287 | |||
| EMR Emerson Electric Company Common Stock | $687,114 | 0.14% | 6,267 | $323,751 | Up ×1 | ||
| ECPG Encore Capital Group Inc - Common Stock | $685,600 | 0.14% | 20,000 | Up ×1 | |||
| CCI Crown Castle Inc. Common Stock | $614,957 | 0.12% | 5,900 | $2,599 | Down ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $596,604 | 0.12% | 3,320 | $-746,343 | Down ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $574,809 | 0.11% | 16,837 | $25,004 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $563,438 | 0.11% | 1,202 | $-50,839 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $531,404 | 0.10% | 1,703 | $-101,818 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $497,292 | 0.10% | 602 | $-1,578,704 | Down ×1 | ||
| XVV | $481,819 | 0.10% | 11,262 | $-28,342 | |||
| JNJ Johnson & Johnson Common Stock | $440,305 | 0.09% | 2,655 | $-147,855 | Down ×1 | ||
| PPBI Pacific Premier Bancorp Inc - Common Stock | $410,133 | 0.08% | 19,237 | $-69,253 | |||
| FDVV | $383,220 | 0.08% | 7,726 | Up ×1 | |||
| ARWR Arrowhead Pharmaceuticals, Inc. - Common Stock | $382,200 | 0.08% | 30,000 | $-181,800 | |||
| WMT Walmart Inc. - Common Stock | $376,092 | 0.07% | 4,284 | $-976,654 | Down ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $346,005 | 0.07% | 7,628 | $40,962 | |||
| BA Boeing Company (The) Common Stock | $341,100 | 0.07% | 2,000 | Up ×1 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $341,097 | 0.07% | 988 | Up ×1 | |||
| MMM 3M Company Common Stock | $337,778 | 0.07% | 2,300 | $40,871 | |||
| DSI | $337,269 | 0.07% | 3,293 | $-75,432 | Down ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $337,153 | 0.07% | 4,756 | $-1,416,886 | Down ×1 | ||
| MTB M&T Bank Corporation Common Stock | $330,688 | 0.07% | 1,850 | $-299,146 | Down ×1 | ||
| VTI | $330,146 | 0.07% | 1,201 | $-22,817 | Down ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $314,576 | 0.06% | 3,985 | $-86,075 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $308,427 | 0.06% | 2,057 | $-162,351 | Down ×1 | ||
| IWM | $308,013 | 0.06% | 1,544 | $-33,149 | |||
| IBMO | $293,684 | 0.06% | 11,490 | $26,125 | Up ×1 | ||
| PRU Prudential Financial, Inc. Common Stock | $290,368 | 0.06% | 2,600 | $-17,810 | |||
| PFE Pfizer, Inc. Common Stock | $285,368 | 0.06% | 11,262 | $-45,238 | Down ×1 | ||
| WAT Waters Corporation Common Stock | $283,799 | 0.06% | 770 | Up ×1 | |||
| VRSK Verisk Analytics, Inc. - Common Stock | $270,834 | 0.05% | 910 | Up ×1 | |||
| IBM International Business Machines Corporation Common Stock | $264,444 | 0.05% | 1,063 | $-281,447 | Down ×1 | ||
| IGEB | $264,434 | 0.05% | 5,875 | $-1,354,706 | Down ×1 | ||
| ULXXXX | $263,807 | 0.05% | 4,430 | $-1,443,147 | Down ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $257,523 | 0.05% | 3,596 | $-775,910 | Down ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $256,599 | 0.05% | 2,323 | $-131,319 | Down ×1 | ||
| EW Edwards Lifesciences Corporation Common Stock | $253,680 | 0.05% | 3,500 | $-5,425 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MSFT | Trimmed | -7K | -$5.9M |
| KKR | Trimmed | -16K | -$5.6M |
| AMZN | Trimmed | -11K | -$3.8M |
| DHR | Trimmed | -10K | -$3.5M |
| AAPL | Trimmed | -8K | -$3.4M |
| GOOG | Trimmed | -9K | -$3.3M |
| APH | Trimmed | -34K | -$3.2M |
| TMO | Trimmed | -5K | -$3.1M |
| XLK | Trimmed | -501 | -$2.9M |
| URI | Trimmed | -2K | -$2.9M |
2 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 |
|---|---|---|---|---|
| CALF | March 31, 2025 | 361,817 | $15,923,574 | No longer tracked |
| FCX | March 31, 2025 | 115,652 | $4,404,015 | 103.7% |
| VMC | March 31, 2025 | 5,490 | $1,412,193 | 17.1% |
| IHAK | March 31, 2025 | 24,918 | $1,215,749 | No longer tracked |
| IEX | March 31, 2025 | 5,137 | $1,075,123 | 30.3% |
| GREI | March 31, 2025 | 31,445 | $1,059,074 | No longer tracked |
| FSLR | March 31, 2025 | 5,289 | $932,133 | 70.0% |
| MRVL | March 31, 2025 | 8,280 | $914,526 | 300.1% |
| ORCL | March 31, 2025 | 4,717 | $786,041 | 4.8% |
| NKE | March 31, 2025 | 10,261 | $776,426 | -36.1% |
| TFX | March 31, 2025 | 3,380 | $601,572 | -2.3% |
| AWK | March 31, 2025 | 4,425 | $550,868 | -7.1% |
| LDOS | March 31, 2025 | 3,525 | $507,812 | 5.2% |
| GLW | March 31, 2025 | 10,461 | $497,092 | 235.4% |
| VLTO | March 31, 2025 | 4,109 | $418,502 | 1.7% |
| VIG | March 31, 2025 | 2,117 | $414,572 | No longer tracked |
| NEM | March 31, 2025 | 9,185 | $341,866 | 171.1% |
| AFL | March 31, 2025 | 3,166 | $327,491 | 5.2% |
| HSIC | March 31, 2025 | 4,705 | $325,586 | 29.0% |
| COPX | March 31, 2025 | 8,000 | $305,440 | No longer tracked |
| DGRO | March 31, 2025 | 4,894 | $300,198 | No longer tracked |
| ABBV | March 31, 2025 | 1,680 | $298,536 | 25.9% |
| ISRG | March 31, 2025 | 507 | $264,634 | -24.6% |
| MCD | March 31, 2025 | 826 | $239,520 | -14.0% |
| SO | March 31, 2025 | 2,845 | $234,200 | -0.9% |
| EMXC | March 31, 2025 | 3,950 | $219,028 | |
| CRM | March 31, 2025 | 642 | $214,640 | -23.4% |
| VB | March 31, 2025 | 885 | $212,648 | No longer tracked |
| QCOM | March 31, 2025 | 1,331 | $204,415 | 4.8% |
| PNC | March 31, 2025 | 1,055 | $203,457 | 38.8% |