Buttonwood Financial Advisors Inc.
CIK 1904033 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $328.7M
- Posiciones
- 110
- A fecha de
- 30 de junio de 2026
#4 906 de 9 443 por valor de 13F · top 52.0%
Valor de cartera interanual: +10.0% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 46,94%
- Peso de las 25 principales tenencias
- 72,65%
- Posiciones superiores al 1%
- 26
- Número efectivo de posiciones
- 31,9
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 2,82% Est. compras $13 689 081 · ventas $8 854 579
Tenencia mediana: 7,0 trimestres Rastreado Q4 2024–Q2 2026 · 92,4% aún se mantiene
- Nuevas posiciones
- 4
- Aumentado
- 26
- Disminuido
- 68
- Cerrada
- 2
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.
- Apuestas de alta convicción Las posiciones en las que este gestor está más concentrado.
- 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
17,9%
Communication Services
10,5%
Financial Services
7,8%
Industrials
7,3%
Retail
3,7%
Financials
2,7%
Energy
2,7%
Consumer Staples
2,1%
Consumer Discretionary
1,8%
Real Estate
1,0%
Health Care
0,8%
Consumer products
0,2%
Logistics & Transportation
0,2%
Utilities
0,2%
Communications
0,1%
Otro/No mapeado
40,9%
Cartera completa 110 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| MOAT | $28 194 869 | 8,58% | 271 209 | $1 664 952 | Bajar ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $21 998 119 | 6,69% | 61 556 | $3 700 733 | Bajar ×3 | ||
| FBND | $19 399 272 | 5,90% | 426 451 | $826 122 | Subir ×4 | ||
| FHLC | $15 516 526 | 4,72% | 200 861 | $1 287 122 | Bajar ×3 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $12 754 140 | 3,88% | 136 583 | $1 504 639 | Subir ×6 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $12 611 755 | 3,84% | 261 384 | $-1 838 720 | Bajar ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $11 613 104 | 3,53% | 31 133 | $1 717 633 | Subir ×2 | ||
| BRKB | $11 446 005 | 3,48% | 22 874 | $529 748 | Subir ×1 | ||
| ARW Arrow Electronics, Inc. Common Stock | $10 530 254 | 3,20% | 49 343 | $3 070 663 | Bajar ×3 | ||
| TER Teradyne, Inc. - Common Stock | $10 223 331 | 3,11% | 21 130 | $3 373 169 | Bajar ×3 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $9 390 221 | 2,86% | 114 361 | $246 835 | Subir ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $8 856 518 | 2,69% | 12 250 | $4 367 158 | Bajar ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8 076 838 | 2,46% | 14 339 | $-199 263 | Bajar ×6 | ||
| MKL Markel Group Inc. Common Stock | $7 011 794 | 2,13% | 3 590 | $201 054 | Subir ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $6 622 581 | 2,01% | 3 329 | $2 204 580 | Bajar ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6 566 804 | 2,00% | 27 552 | $819 957 | Bajar ×1 | ||
| MCHP Microchip Technology Incorporated - Common Stock | $5 689 210 | 1,73% | 62 382 | $1 390 268 | Bajar ×5 | ||
| V Visa Inc. | $4 975 235 | 1,51% | 14 501 | $591 522 | Bajar ×6 | ||
| AAPL Apple Inc. - Common Stock | $4 165 389 | 1,27% | 14 395 | $470 183 | Bajar ×4 | ||
| CNQ Canadian Natural Resources Limited Common Stock | $4 118 194 | 1,25% | 104 258 | $-1 138 466 | Bajar ×3 | ||
| NOW ServiceNow, Inc. Common Stock | $4 001 381 | 1,22% | 40 304 | $953 226 | Subir ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $3 883 041 | 1,18% | 42 083 | $-74 084 | Bajar ×6 | ||
| DFAC | $3 772 284 | 1,15% | 85 038 | $445 170 | Bajar ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $3 735 471 | 1,14% | 27 322 | $-1 056 230 | Bajar ×3 | ||
| VIG | $3 649 645 | 1,11% | 15 424 | $181 012 | Bajar ×6 | ||
| SPGI S&P Global Inc. Common Stock | $3 381 309 | 1,03% | 8 303 | $366 755 | Subir ×5 | ||
| ITOT | $3 199 026 | 0,97% | 19 474 | $342 355 | Bajar ×6 | ||
| BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) | $3 197 284 | 0,97% | 38 802 | $488 017 | Bajar ×5 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $3 157 760 | 0,96% | 74 143 | $156 109 | Bajar ×1 | ||
| CSGP CoStar Group, Inc. - Common Stock | $2 942 760 | 0,90% | 103 911 | $335 505 | Subir ×2 | ||
| CPRT Copart, Inc. - Common Stock | $2 845 921 | 0,87% | 100 955 | $219 735 | Subir ×3 | ||
| FISV Fiserv, Inc. - Common Stock | $2 738 977 | 0,83% | 55 841 | $-454 652 | Bajar ×2 | ||
| AXP American Express Company Common Stock | $2 734 456 | 0,83% | 8 084 | $283 708 | Bajar ×6 | ||
| ADBE Adobe Inc. - Common Stock | $2 623 846 | 0,80% | 12 798 | $-591 130 | Bajar ×1 | ||
| FICO Fair Isaac Corporation Common Stock | $2 560 414 | 0,78% | 2 143 | $498 994 | Subir ×1 | ||
| EMR Emerson Electric Company Common Stock | $2 273 239 | 0,69% | 15 880 | $183 341 | Bajar ×6 | ||
| MGC | $2 262 832 | 0,69% | 8 270 | $198 469 | Bajar ×6 | ||
| VOE | $2 050 890 | 0,62% | 10 379 | $241 813 | Subir ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $2 047 552 | 0,62% | 5 806 | $123 646 | Bajar ×6 | ||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $2 022 184 | 0,62% | 59 476 | $-110 450 | Bajar ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $1 912 600 | 0,58% | 19 871 | $-20 055 | Bajar ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $1 845 740 | 0,56% | 3 623 | $-319 675 | Subir ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1 547 082 | 0,47% | 11 426 | $-258 549 | Bajar ×3 | ||
| VTI | $1 524 253 | 0,46% | 4 119 | $151 456 | Bajar ×3 | ||
| GE GE Aerospace Common Stock | $1 518 692 | 0,46% | 4 064 | $351 188 | Bajar ×6 | ||
| HSY The Hershey Company Common Stock | $1 408 306 | 0,43% | 8 027 | $-281 868 | Bajar ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $1 361 557 | 0,41% | 19 069 | $-473 988 | Bajar ×2 | ||
| IJH | $1 283 987 | 0,39% | 16 651 | $159 723 | Subir ×1 | ||
| MA Mastercard Incorporated Common Stock | $1 273 728 | 0,39% | 2 480 | Subir ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $1 236 177 | 0,38% | 5 607 | $-88 999 | Bajar ×6 | ||
| GEV GE Vernova Inc. Common Stock | $1 215 588 | 0,37% | 1 035 | $287 136 | Bajar ×6 | ||
| MCD McDonald's Corporation Common Stock | $1 197 210 | 0,36% | 4 429 | $-181 809 | Bajar ×1 | ||
| BLK BlackRock, Inc. Common Stock | $1 191 431 | 0,36% | 1 239 | $-9 410 | Bajar ×6 | ||
| SBUX Starbucks Corporation - Common Stock | $1 189 925 | 0,36% | 11 644 | $-708 470 | Bajar ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1 136 940 | 0,35% | 3 218 | $201 873 | Bajar ×4 | ||
| SPY SPY | $1 107 529 | 0,34% | 1 483 | $143 014 | |||
| JPM JP Morgan Chase & Co. Common Stock | $1 089 679 | 0,33% | 3 329 | $108 534 | Bajar ×6 | ||
| LPLA LPL Financial Holdings Inc. - Common Stock | $1 037 991 | 0,32% | 3 685 | $251 321 | Subir ×1 | ||
| BR Broadridge Financial Solutions, Inc. Common Stock | $990 422 | 0,30% | 7 232 | $243 989 | Subir ×1 | ||
| MMM 3M Company Common Stock | $989 800 | 0,30% | 6 113 | $102 135 | Subir ×1 | ||
| SOXX SOXX | $986 770 | 0,30% | 1 540 | $480 305 | Bajar ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $944 808 | 0,29% | 1 010 | $-102 548 | Bajar ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $865 543 | 0,26% | 4 856 | $47 878 | Subir ×1 | ||
| VUG | $814 443 | 0,25% | 9 455 | $123 087 | Subir ×1 | ||
| ABBV AbbVie Inc. Common Stock | $803 536 | 0,24% | 3 193 | $109 515 | Subir ×1 | ||
| IWB | $785 831 | 0,24% | 1 919 | $90 896 | Bajar ×4 | ||
| MGK | $767 990 | 0,23% | 8 736 | $94 613 | Subir ×1 | ||
| WSM Williams-Sonoma, Inc. Common Stock (DE) | $735 690 | 0,22% | 3 156 | $123 588 | Bajar ×1 | ||
| BAC Bank of America Corporation Common Stock | $729 344 | 0,22% | 12 800 | $100 225 | Bajar ×6 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $717 721 | 0,22% | 5 768 | $-430 321 | Bajar ×6 | ||
| GD General Dynamics Corporation Common Stock | $708 451 | 0,22% | 2 000 | $21 352 | Bajar ×6 | ||
| VO | $699 703 | 0,21% | 8 684 | $41 404 | Subir ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $697 234 | 0,21% | 4 755 | $5 495 | Bajar ×6 | ||
| SLB SLB Limited Common Shares | $665 332 | 0,20% | 14 311 | $-93 927 | Bajar ×6 | ||
| JNJ Johnson & Johnson Common Stock | $658 001 | 0,20% | 2 591 | $12 713 | Bajar ×3 | ||
| KLAC KLA Corporation - Common Stock | $645 050 | 0,20% | 2 138 | $330 350 | Subir ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $631 677 | 0,19% | 5 131 | $-176 899 | Bajar ×6 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $567 464 | 0,17% | 1 365 | $190 101 | Bajar ×6 | ||
| IVV | $545 566 | 0,17% | 729 | $54 679 | Bajar ×5 | ||
| KO Coca-Cola Company (The) Common Stock | $541 726 | 0,16% | 6 666 | $21 509 | Bajar ×6 | ||
| SYK Stryker Corporation Common Stock | $509 993 | 0,16% | 1 620 | $-32 942 | Bajar ×1 | ||
| AMT American Tower Corporation (REIT) Common Stock | $471 511 | 0,14% | 2 883 | $-25 652 | Subir ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $440 143 | 0,13% | 2 200 | $56 511 | |||
| IJR | $426 106 | 0,13% | 2 873 | $60 252 | Bajar ×6 | ||
| UPS United Parcel Service, Inc. Common Stock | $369 618 | 0,11% | 3 438 | $28 928 | Bajar ×6 | ||
| RTX RTX Corporation Common Stock | $362 457 | 0,11% | 1 910 | $-14 350 | Bajar ×6 | ||
| EXPD Expeditors International of Washington, Inc. Common Stock | $352 843 | 0,11% | 2 165 | $42 746 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $343 483 | 0,10% | 1 534 | $31 856 | |||
| EBAY eBay Inc. - Common Stock | $333 747 | 0,10% | 2 987 | $-3 738 | Bajar ×6 | ||
| IWF | $326 319 | 0,10% | 2 628 | $46 174 | Subir ×1 | ||
| STZ Constellation Brands, Inc. Common Stock | $312 420 | 0,10% | 2 246 | $-82 555 | Bajar ×3 | ||
| YUM Yum! Brands, Inc. | $303 680 | 0,09% | 1 900 | $8 320 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $302 659 | 0,09% | 2 577 | $98 907 | Bajar ×5 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $300 293 | 0,09% | 517 | Subir ×1 | |||
| WMT Walmart Inc. - Common Stock | $296 899 | 0,09% | 2 621 | $-56 420 | Bajar ×6 | ||
| HII Huntington Ingalls Industries, Inc. Common Stock | $293 673 | 0,09% | 1 049 | $-104 935 | |||
| COF Capital One Financial Corporation Common Stock | $289 034 | 0,09% | 1 441 | $26 206 | |||
| GPC Genuine Parts Company Common Stock | $284 404 | 0,09% | 2 411 | $29 482 | |||
| IBDR | $282 473 | 0,09% | 11 658 | $-117 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $277 158 | 0,08% | 2 190 | $-10 070 | Bajar ×6 | ||
| Sin coincidencias | |||||||
Tenencias de convicción
Posiciones aumentadas durante 3 o más trimestres consecutivos.
Los recuentos de acciones se informan en las presentaciones 13F (no ajustados por división)
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
Principales movimientos (trimestre a trimestre)
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 |
|---|---|---|---|---|
| IT | 31 de marzo de 2026 | 6 033 | $1 522 005 | 22,9% |
| DEO | 31 de diciembre de 2025 | 4 974 | $474 682 | 8,4% |
| ROK | 30 de junio de 2025 | 1 230 | $317 807 | 30,8% |
| KVUE | 31 de diciembre de 2025 | 15 744 | $255 523 | 10,8% |
| SOLV | 30 de junio de 2025 | 3 211 | $244 164 | 16,6% |
| WFC | 30 de junio de 2025 | 3 315 | $237 977 | 6,4% |
| NEE | 31 de marzo de 2025 | 3 177 | $227 770 | 20,9% |
| NOC | 30 de junio de 2026 | 325 | $221 418 | 13,6% |
| CEG | 31 de marzo de 2025 | 981 | $219 377 | 36,5% |
| GNTX | 31 de marzo de 2025 | 7 392 | $212 360 | 1,1% |
| CEG | 30 de junio de 2026 | 742 | $207 135 | 10,8% |