BUFFALO BUSINESS & ESTATE SERVICES LTD
CIK 2103405 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $792.9M
- Posiciones
- 105
- A fecha de
- 30 de junio de 2026
#2 847 de 9 443 por valor de 13F · top 30.1%
Valor de cartera interanual: +15.1% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 69,63%
- Peso de las 25 principales tenencias
- 88,06%
- Posiciones superiores al 1%
- 22
- Número efectivo de posiciones
- 15,4
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 13,1% Est. compras $142 175 344 · ventas $97 045 490
- Nuevas posiciones
- 23
- Aumentado
- 47
- Disminuido
- 33
- Cerrada
- 5
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
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%
Otro/No mapeado
49,1%
Cartera completa 105 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $115 242 025 | 14,53% | 1 394 338 | $-19 562 826 | Bajar ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $88 842 542 | 11,21% | 444 013 | $-1 516 483 | Bajar ×1 | ||
| VTV | $80 350 458 | 10,13% | 368 698 | $14 020 606 | Subir ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $62 416 916 | 7,87% | 1 190 935 | $62 198 941 | Subir ×1 | ||
| IEFA | $41 780 497 | 5,27% | 432 600 | $1 193 129 | Bajar ×1 | ||
| AAPL Apple Inc. - Common Stock | $38 508 357 | 4,86% | 133 081 | $3 107 443 | Bajar ×1 | ||
| AGG | $38 271 465 | 4,83% | 386 659 | $-4 189 141 | Bajar ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $35 783 612 | 4,51% | 100 130 | $7 530 702 | Subir ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $34 055 206 | 4,30% | 142 885 | $-3 506 284 | Bajar ×1 | ||
| IJK | $16 816 230 | 2,12% | 143 117 | $8 827 691 | Subir ×2 | ||
| LLY Eli Lilly and Company Common Stock | $12 538 630 | 1,58% | 10 454 | $3 014 834 | Subir ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $11 911 653 | 1,50% | 11 778 | $11 114 350 | Subir ×2 | ||
| GEV GE Vernova Inc. Common Stock | $11 658 173 | 1,47% | 9 923 | $8 717 840 | Subir ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $11 568 607 | 1,46% | 24 224 | $3 721 990 | Subir ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $11 423 142 | 1,44% | 33 497 | $3 402 014 | Bajar ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $11 200 460 | 1,41% | 29 650 | $1 693 001 | Bajar ×1 | ||
| KLAC KLA Corporation - Common Stock | $10 924 367 | 1,38% | 36 208 | $5 773 659 | Subir ×1 | ||
| BA Boeing Company (The) Common Stock | $9 699 588 | 1,22% | 44 808 | $1 905 573 | Subir ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $9 605 811 | 1,21% | 25 751 | $1 201 673 | Subir ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8 668 923 | 1,09% | 15 390 | $55 935 | Subir ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $8 208 869 | 1,04% | 19 750 | Subir ×1 | |||
| COF Capital One Financial Corporation Common Stock | $7 913 194 | 1,00% | 39 444 | $3 012 115 | Subir ×2 | ||
| IWF | $7 843 324 | 0,99% | 63 166 | $1 576 263 | Subir ×2 | ||
| URI United Rentals, Inc. Common Stock | $6 568 956 | 0,83% | 5 798 | $2 526 355 | Subir ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6 407 480 | 0,81% | 19 575 | $962 823 | Subir ×2 | ||
| JNJ Johnson & Johnson Common Stock | $6 320 454 | 0,80% | 24 887 | $602 263 | Subir ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $6 151 710 | 0,78% | 27 900 | $1 105 344 | Subir ×2 | ||
| MA Mastercard Incorporated Common Stock | $5 860 632 | 0,74% | 11 411 | $521 052 | Subir ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $5 756 441 | 0,73% | 6 154 | $-102 857 | Subir ×1 | ||
| IWD | $5 604 948 | 0,71% | 23 120 | $950 257 | Subir ×1 | ||
| TT Trane Technologies plc | $4 850 743 | 0,61% | 9 876 | $904 524 | Subir ×1 | ||
| SPYG | $4 815 301 | 0,61% | 40 468 | $929 722 | Subir ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $4 541 266 | 0,57% | 51 741 | $270 366 | Subir ×2 | ||
| VEA | $4 221 317 | 0,53% | 59 247 | $689 373 | Subir ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $4 210 743 | 0,53% | 8 265 | $-453 509 | Subir ×1 | ||
| CVX Chevron Corporation Common Stock | $3 994 517 | 0,50% | 24 098 | $-790 001 | Subir ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $2 171 723 | 0,27% | 21 657 | $1 134 261 | Subir ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1 921 603 | 0,24% | 2 518 | $893 645 | Bajar ×2 | ||
| IWR | $1 695 901 | 0,21% | 15 373 | $269 494 | Subir ×2 | ||
| IWM | $1 421 280 | 0,18% | 4 731 | $434 814 | Subir ×2 | ||
| VOO | $1 292 653 | 0,16% | 1 882 | $661 289 | Subir ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1 082 255 | 0,14% | 544 | Subir ×1 | |||
| GLW Corning Incorporated Common Stock | $1 074 209 | 0,14% | 4 205 | $318 439 | Bajar ×1 | ||
| IGV | $1 031 638 | 0,13% | 11 387 | Subir ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $971 862 | 0,12% | 1 673 | $629 082 | Bajar ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $919 118 | 0,12% | 952 | $547 707 | Subir ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $916 163 | 0,12% | 5 393 | $234 673 | Bajar ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $884 970 | 0,11% | 12 264 | $-1 176 760 | Bajar ×1 | ||
| LIN Linde plc - Ordinary Shares | $837 310 | 0,11% | 1 614 | Subir ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $810 243 | 0,10% | 1 125 | $174 139 | Bajar ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $805 298 | 0,10% | 756 | $267 365 | Bajar ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $749 700 | 0,09% | 10 500 | $-22 502 879 | Bajar ×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 | Bajar ×1 | ||
| Emisor desconocido (CUSIP: 486917107) | $626 286 | 0,08% | 109 109 | Subir ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $594 171 | 0,07% | 1 775 | Subir ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $572 234 | 0,07% | 1 921 | ||||
| BRKB | $559 936 | 0,07% | 1 119 | $4 064 | Bajar ×2 | ||
| WYFI WhiteFiber, Inc. - Ordinary Shares | $534 498 | 0,07% | 13 758 | $-67 183 | Bajar ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $532 585 | 0,07% | 385 | $35 511 | Bajar ×2 | ||
| NYF | $532 351 | 0,07% | 9 876 | $247 138 | Subir ×1 | ||
| GLD | $510 206 | 0,06% | 1 385 | $60 123 | Subir ×2 | ||
| ALAB Astera Labs, Inc. - Common Stock | $504 273 | 0,06% | 1 044 | $211 970 | Bajar ×1 | ||
| IVV | $489 933 | 0,06% | 654 | $68 859 | Subir ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $481 730 | 0,06% | 4 129 | $-525 042 | Bajar ×2 | ||
| KOID KraneShares Global Humanoid and Embodied Intelligence Index ETF | $481 614 | 0,06% | 11 684 | Subir ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $438 242 | 0,06% | 3 205 | Subir ×1 | |||
| GE GE Aerospace Common Stock | $427 949 | 0,05% | 1 145 | $104 424 | Subir ×1 | ||
| AMGN Amgen Inc. - Common Stock | $427 615 | 0,05% | 1 181 | $-4 868 805 | Bajar ×2 | ||
| IJR | $421 083 | 0,05% | 2 839 | $68 947 | Subir ×1 | ||
| RMBS Rambus, Inc. - Common Stock | $418 396 | 0,05% | 3 152 | Subir ×1 | |||
| FORM FormFactor, Inc. - Common Stock | $399 985 | 0,05% | 2 501 | Subir ×1 | |||
| HIMX Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares. | $392 244 | 0,05% | 25 570 | Subir ×1 | |||
| SLV | $390 598 | 0,05% | 7 305 | $-97 761 | Subir ×2 | ||
| DE Deere & Company Common Stock | $373 696 | 0,05% | 589 | $47 350 | Subir ×1 | ||
| BTDR Bitdeer Technologies Group - Ordinary Shares | $365 216 | 0,05% | 23 013 | Subir ×1 | |||
| WMT Walmart Inc. - Common Stock | $362 501 | 0,05% | 3 201 | $-138 842 | Bajar ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $355 156 | 0,04% | 1 005 | $55 401 | Bajar ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $354 278 | 0,04% | 481 | $103 442 | Subir ×2 | ||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $344 669 | 0,04% | 3 890 | Subir ×1 | |||
| IJH | $312 322 | 0,04% | 4 050 | $54 489 | Subir ×1 | ||
| MTB M&T Bank Corporation Common Stock | $311 033 | 0,04% | 1 307 | $41 176 | Subir ×2 | ||
| SYK Stryker Corporation Common Stock | $306 579 | 0,04% | 974 | $-227 131 | Bajar ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $299 055 | 0,04% | 752 | $-689 308 | Bajar ×2 | ||
| Emisor desconocido (CUSIP: 84615Q103) | $293 196 | 0,04% | 1 716 | Subir ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $289 783 | 0,04% | 251 | $-414 604 | Bajar ×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 | Bajar ×2 | ||
| SHYG | $278 881 | 0,04% | 6 576 | $4 422 | Subir ×1 | ||
| AXP American Express Company Common Stock | $277 098 | 0,03% | 819 | $15 707 | Bajar ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $275 865 | 0,03% | 782 | $-25 346 | Bajar ×2 | ||
| XLK XLK | $273 808 | 0,03% | 1 437 | ||||
| BLK BlackRock, Inc. Common Stock | $260 068 | 0,03% | 270 | $2 223 | Subir ×1 | ||
| ASYS Amtech Systems, Inc. - Common Stock | $257 873 | 0,03% | 11 173 | Subir ×1 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $253 741 | 0,03% | 799 | Subir ×1 | |||
| EDV | $248 490 | 0,03% | 3 818 | $-9 621 | Bajar ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $248 364 | 0,03% | 344 | Subir ×1 | |||
| NBTB NBT Bancorp Inc. - Common Stock | $236 234 | 0,03% | 4 785 | $34 046 | Subir ×1 | ||
| ABBV AbbVie Inc. Common Stock | $228 836 | 0,03% | 909 | ||||
| SCHD | $223 714 | 0,03% | 7 055 | Subir ×1 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
| Valor | Valor | Acciones | % de la cartera |
|---|---|---|---|
| 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% |
| Emisor desconocido (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% |
| Emisor desconocido (CUSIP: 84615Q103) | $293 196 | 1 716 | 0,04% |
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| VCIT | Reducido | -235K | -$19.6M |
| VTV | Compró más | +31K | +$14.0M |
| IJK | Compró más | +64K | +$8.8M |
| GEV | Compró más | +7K | +$8.7M |
| GOOGL | Compró más | +2K | +$7.5M |
| KLAC | Compró más | +33K | +$5.8M |
| AGG | Reducido | -41K | -$4.2M |
| TSM | Compró más | +1K | +$3.7M |
| AMZN | Reducido | -37K | -$3.5M |
| PANW | Reducido | -17K | +$3.4M |
4 posiciones ocultas (comprobación de integridad de datos)
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| TLT | 30 de junio de 2026 | 97 625 | $8 463 133 | |
| CEG | 31 de marzo de 2026 | 11 154 | $3 940 466 | -2,4% |
| B | 30 de junio de 2026 | 55 131 | $2 248 796 | 28,5% |
| SNOW | 31 de marzo de 2026 | 3 683 | $807 903 | 109,5% |
| RDDT | 31 de marzo de 2026 | 1 795 | $412 617 | 13,9% |
| CRWV | 30 de junio de 2026 | 4 360 | $337 769 | -9,5% |
| IBM | 31 de marzo de 2026 | 1 116 | $330 606 | -3,6% |
| TMUS | 31 de marzo de 2026 | 1 569 | $318 510 | -12,9% |
| CMG | 31 de marzo de 2026 | 8 533 | $315 721 | 12,1% |
| MRVL | 31 de marzo de 2026 | 3 426 | $291 174 | 148,7% |
| BLV | 31 de marzo de 2026 | 4 152 | $288 647 | Ya no se rastrea |
| TOST | 31 de marzo de 2026 | 8 121 | $288 377 | 34,4% |
| TIP | 31 de marzo de 2026 | 2 573 | $282 798 | Ya no se rastrea |
| ABT | 31 de marzo de 2026 | 2 236 | $280 202 | 11,4% |
| SO | 31 de marzo de 2026 | 3 096 | $269 934 | -5,6% |
| CSX | 31 de marzo de 2026 | 7 260 | $263 189 | 25,4% |
| NOW | 31 de marzo de 2026 | 1 665 | $255 061 | 24,0% |
| PEP | 31 de marzo de 2026 | 1 761 | $252 745 | -8,2% |
| ABBV | 31 de marzo de 2026 | 1 100 | $251 304 | 21,3% |
| DIS | 31 de marzo de 2026 | 1 997 | $227 148 | 11,2% |
| PG | 31 de marzo de 2026 | 1 565 | $224 272 | -0,8% |
| KIM | 31 de marzo de 2026 | 10 710 | $217 092 | 7,5% |
| DKS | 31 de marzo de 2026 | 1 086 | $215 010 | -9,9% |
| ORCL | 30 de junio de 2026 | 1 440 | $211 859 | -0,1% |
| XLK | 31 de marzo de 2026 | 1 435 | $206 594 | Ya no se rastrea |
| BX | 30 de junio de 2026 | 1 754 | $201 726 | 21,8% |
| GTO | 31 de marzo de 2026 | 4 221 | $200 160 | Ya no se rastrea |