Buffington Mohr McNeal
CIK 1317829 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $507.0M
- Posiciones
- 111
- A fecha de
- 31 de marzo de 2025 Datos a fecha de Q1 2025
#3 741 de 9 443 por valor de 13F · top 39.6%
Valor de cartera interanual: -15.9% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 45,30%
- Peso de las 25 principales tenencias
- 77,40%
- Posiciones superiores al 1%
- 31
- Número efectivo de posiciones
- 30,1
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q1 2025: 4,53% Est. compras $25 120 239 · ventas $100 599 419
- Nuevas posiciones
- 8
- Aumentado
- 14
- Disminuido
- 74
- Cerrada
- 30
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
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%
Otro/No mapeado
43,2%
Cartera completa 111 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $46 515 200 | 9,17% | 2 106 667 | $-2 358 928 | Bajar ×1 | ||
| IVV | $31 267 959 | 6,17% | 55 647 | $581 496 | Subir ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $30 443 239 | 6,00% | 32 188 | $-1 660 905 | Bajar ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $25 815 410 | 5,09% | 68 770 | $-5 938 714 | Bajar ×1 | ||
| XLK XLK | $21 948 479 | 4,33% | 106 298 | $-2 884 457 | Bajar ×1 | ||
| JIRE | $16 129 094 | 3,18% | 253 125 | $33 548 | Bajar ×1 | ||
| JAAA | $15 530 578 | 3,06% | 306 263 | $-112 684 | Bajar ×1 | ||
| APH Amphenol Corporation Common Stock | $14 229 479 | 2,81% | 216 946 | $-3 217 216 | Bajar ×1 | ||
| IBDW | $13 985 466 | 2,76% | 673 998 | $518 483 | Subir ×1 | ||
| IBDR | $13 840 705 | 2,73% | 571 694 | $-519 822 | Bajar ×1 | ||
| IBDV | $13 776 644 | 2,72% | 634 284 | $422 717 | Subir ×1 | ||
| IJR | $13 556 676 | 2,67% | 129 642 | $13 219 773 | Subir ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $13 439 587 | 2,65% | 54 788 | $-2 661 279 | Bajar ×1 | ||
| V Visa Inc. | $12 873 103 | 2,54% | 36 732 | $-215 456 | Bajar ×1 | ||
| AAPL Apple Inc. - Common Stock | $11 914 793 | 2,35% | 53 639 | $-3 441 049 | Bajar ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $11 623 367 | 2,29% | 100 539 | $-5 623 620 | Bajar ×1 | ||
| URI United Rentals, Inc. Common Stock | $10 954 943 | 2,16% | 17 480 | $-2 860 426 | Bajar ×1 | ||
| DHR Danaher Corporation Common Stock | $10 953 197 | 2,16% | 53 430 | $-3 497 833 | Bajar ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $10 804 907 | 2,13% | 21 714 | $-3 101 159 | Bajar ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9 917 112 | 1,96% | 52 124 | $-3 831 985 | Bajar ×1 | ||
| AME AMETEK, Inc. | $9 741 132 | 1,92% | 56 588 | $-1 678 398 | Bajar ×1 | ||
| ABT Abbott Laboratories Common Stock | $9 140 462 | 1,80% | 68 907 | $1 032 270 | Bajar ×1 | ||
| RSG Republic Services, Inc. Common Stock | $8 542 271 | 1,68% | 35 275 | $126 057 | Bajar ×1 | ||
| ECL Ecolab Inc. Common Stock | $8 256 937 | 1,63% | 32 569 | $236 759 | Bajar ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7 246 765 | 1,43% | 46 385 | $-3 260 103 | Bajar ×1 | ||
| BAC Bank of America Corporation Common Stock | $7 154 706 | 1,41% | 171 452 | $-1 524 001 | Bajar ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $7 121 809 | 1,40% | 24 148 | $-1 586 365 | Bajar ×1 | ||
| SPGI S&P Global Inc. Common Stock | $6 236 744 | 1,23% | 12 275 | $-309 545 | Bajar ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $5 822 837 | 1,15% | 34 778 | $-2 480 761 | Bajar ×1 | ||
| IBDQ | $5 694 782 | 1,12% | 226 433 | $-446 685 | Bajar ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $5 523 817 | 1,09% | 61 540 | $-2 292 418 | Bajar ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4 759 122 | 0,94% | 46 322 | $-2 668 014 | Bajar ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $4 082 323 | 0,81% | 46 983 | $206 718 | Subir ×1 | ||
| IBDS | $3 982 398 | 0,79% | 164 698 | $2 085 724 | Subir ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $3 926 357 | 0,77% | 17 780 | $-2 294 377 | Bajar ×1 | ||
| RSP | $3 746 515 | 0,74% | 21 627 | $-1 503 861 | Bajar ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $3 496 455 | 0,69% | 5 752 | $-618 073 | Bajar ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3 102 334 | 0,61% | 59 239 | $-249 205 | Bajar ×1 | ||
| IDA IDACORP, Inc. Common Stock | $2 541 848 | 0,50% | 21 871 | $2 004 081 | Subir ×1 | ||
| BRKB | $2 424 144 | 0,48% | 4 552 | $194 142 | Bajar ×1 | ||
| IJH | $2 397 061 | 0,47% | 41 081 | $-2 580 | Subir ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2 180 269 | 0,43% | 14 099 | $-803 099 | Bajar ×1 | ||
| VOO | $2 074 263 | 0,41% | 4 036 | $-159 055 | Bajar ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2 073 600 | 0,41% | 5 658 | $-2 763 488 | Bajar ×1 | ||
| WFC Wells Fargo & Company Common Stock | $1 910 396 | 0,38% | 26 611 | $308 791 | Subir ×1 | ||
| FTEC | $1 489 974 | 0,29% | 9 239 | $-248 638 | Bajar ×1 | ||
| USB U.S. Bancorp Common Stock | $1 214 332 | 0,24% | 28 762 | $-324 981 | Bajar ×1 | ||
| IBDT | $1 187 119 | 0,23% | 46 996 | $839 913 | Subir ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1 088 210 | 0,21% | 1 992 | Subir ×1 | |||
| HON Honeywell International Inc. - Common Stock | $1 050 957 | 0,21% | 4 963 | $-1 275 076 | Bajar ×1 | ||
| MS Morgan Stanley Common Stock | $1 022 613 | 0,20% | 8 765 | $-415 624 | Bajar ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1 015 543 | 0,20% | 8 539 | $115 612 | Subir ×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 | Bajar ×1 | ||
| UNP Union Pacific Corporation Common Stock | $899 366 | 0,18% | 3 807 | $27 569 | Bajar ×1 | ||
| RTX RTX Corporation Common Stock | $879 534 | 0,17% | 6 640 | $-704 210 | Bajar ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $851 643 | 0,17% | 3 133 | $-383 245 | Bajar ×1 | ||
| CARR Carrier Global Corporation Common Stock | $836 880 | 0,17% | 13 200 | $-146 678 | Bajar ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $809 741 | 0,16% | 7 471 | $-232 794 | Bajar ×1 | ||
| FDX FedEx Corporation Common Stock | $790 335 | 0,16% | 3 242 | $-127 385 | Bajar ×1 | ||
| CVX Chevron Corporation Common Stock | $758 660 | 0,15% | 4 535 | $-3 352 354 | Bajar ×1 | ||
| SPY SPY | $751 261 | 0,15% | 1 343 | $-513 500 | Bajar ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $749 052 | 0,15% | 6 804 | $-120 041 | Bajar ×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 | Subir ×1 | ||
| ECPG Encore Capital Group Inc - Common Stock | $685 600 | 0,14% | 20 000 | Subir ×1 | |||
| CCI Crown Castle Inc. Common Stock | $614 957 | 0,12% | 5 900 | $2 599 | Bajar ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $596 604 | 0,12% | 3 320 | $-746 343 | Bajar ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $574 809 | 0,11% | 16 837 | $25 004 | Bajar ×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 | Bajar ×1 | ||
| LLY Eli Lilly and Company Common Stock | $497 292 | 0,10% | 602 | $-1 578 704 | Bajar ×1 | ||
| XVV | $481 819 | 0,10% | 11 262 | $-28 342 | |||
| JNJ Johnson & Johnson Common Stock | $440 305 | 0,09% | 2 655 | $-147 855 | Bajar ×1 | ||
| PPBI Pacific Premier Bancorp Inc - Common Stock | $410 133 | 0,08% | 19 237 | $-69 253 | |||
| FDVV | $383 220 | 0,08% | 7 726 | Subir ×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 | Bajar ×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 | Subir ×1 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $341 097 | 0,07% | 988 | Subir ×1 | |||
| MMM 3M Company Common Stock | $337 778 | 0,07% | 2 300 | $40 871 | |||
| DSI | $337 269 | 0,07% | 3 293 | $-75 432 | Bajar ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $337 153 | 0,07% | 4 756 | $-1 416 886 | Bajar ×1 | ||
| MTB M&T Bank Corporation Common Stock | $330 688 | 0,07% | 1 850 | $-299 146 | Bajar ×1 | ||
| VTI | $330 146 | 0,07% | 1 201 | $-22 817 | Bajar ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $314 576 | 0,06% | 3 985 | $-86 075 | Bajar ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $308 427 | 0,06% | 2 057 | $-162 351 | Bajar ×1 | ||
| IWM | $308 013 | 0,06% | 1 544 | $-33 149 | |||
| IBMO | $293 684 | 0,06% | 11 490 | $26 125 | Subir ×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 | Bajar ×1 | ||
| WAT Waters Corporation Common Stock | $283 799 | 0,06% | 770 | Subir ×1 | |||
| VRSK Verisk Analytics, Inc. - Common Stock | $270 834 | 0,05% | 910 | Subir ×1 | |||
| IBM International Business Machines Corporation Common Stock | $264 444 | 0,05% | 1 063 | $-281 447 | Bajar ×1 | ||
| IGEB | $264 434 | 0,05% | 5 875 | $-1 354 706 | Bajar ×1 | ||
| ULXXXX | $263 807 | 0,05% | 4 430 | $-1 443 147 | Bajar ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $257 523 | 0,05% | 3 596 | $-775 910 | Bajar ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $256 599 | 0,05% | 2 323 | $-131 319 | Bajar ×1 | ||
| EW Edwards Lifesciences Corporation Common Stock | $253 680 | 0,05% | 3 500 | $-5 425 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| MSFT | Reducido | -7K | -$5.9M |
| KKR | Reducido | -16K | -$5.6M |
| AMZN | Reducido | -11K | -$3.8M |
| DHR | Reducido | -10K | -$3.5M |
| AAPL | Reducido | -8K | -$3.4M |
| GOOG | Reducido | -9K | -$3.3M |
| APH | Reducido | -34K | -$3.2M |
| TMO | Reducido | -5K | -$3.1M |
| XLK | Reducido | -501 | -$2.9M |
| URI | Reducido | -2K | -$2.9M |
2 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 |
|---|---|---|---|---|
| CALF | 31 de marzo de 2025 | 361 817 | $15 923 574 | Ya no se rastrea |
| FCX | 31 de marzo de 2025 | 115 652 | $4 404 015 | 80,7% |
| VMC | 31 de marzo de 2025 | 5 490 | $1 412 193 | 16,5% |
| IHAK | 31 de marzo de 2025 | 24 918 | $1 215 749 | Ya no se rastrea |
| IEX | 31 de marzo de 2025 | 5 137 | $1 075 123 | 28,9% |
| GREI | 31 de marzo de 2025 | 31 445 | $1 059 074 | Ya no se rastrea |
| FSLR | 31 de marzo de 2025 | 5 289 | $932 133 | 74,4% |
| MRVL | 31 de marzo de 2025 | 8 280 | $914 526 | 295,1% |
| ORCL | 31 de marzo de 2025 | 4 717 | $786 041 | 2,0% |
| NKE | 31 de marzo de 2025 | 10 261 | $776 426 | -36,1% |
| TFX | 31 de marzo de 2025 | 3 380 | $601 572 | -1,1% |
| AWK | 31 de marzo de 2025 | 4 425 | $550 868 | -5,9% |
| LDOS | 31 de marzo de 2025 | 3 525 | $507 812 | 7,5% |
| GLW | 31 de marzo de 2025 | 10 461 | $497 092 | 228,5% |
| VLTO | 31 de marzo de 2025 | 4 109 | $418 502 | 2,6% |
| VIG | 31 de marzo de 2025 | 2 117 | $414 572 | Ya no se rastrea |
| NEM | 31 de marzo de 2025 | 9 185 | $341 866 | 162,7% |
| AFL | 31 de marzo de 2025 | 3 166 | $327 491 | 4,2% |
| HSIC | 31 de marzo de 2025 | 4 705 | $325 586 | 30,5% |
| COPX | 31 de marzo de 2025 | 8 000 | $305 440 | Ya no se rastrea |
| DGRO | 31 de marzo de 2025 | 4 894 | $300 198 | Ya no se rastrea |
| ABBV | 31 de marzo de 2025 | 1 680 | $298 536 | 26,6% |
| ISRG | 31 de marzo de 2025 | 507 | $264 634 | -20,3% |
| MCD | 31 de marzo de 2025 | 826 | $239 520 | -13,3% |
| SO | 31 de marzo de 2025 | 2 845 | $234 200 | 0,5% |
| EMXC | 31 de marzo de 2025 | 3 950 | $219 028 | |
| CRM | 31 de marzo de 2025 | 642 | $214 640 | -23,4% |
| VB | 31 de marzo de 2025 | 885 | $212 648 | Ya no se rastrea |
| QCOM | 31 de marzo de 2025 | 1 331 | $204 415 | 5,5% |
| PNC | 31 de marzo de 2025 | 1 055 | $203 457 | 39,2% |