BUFFALO BUSINESS & ESTATE SERVICES LTD
CIK 2103405 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $792.9M
- Posisi
- 105
- Per tanggal
- 30 Juni 2026
#2.847 dari 9.443 berdasarkan nilai 13F · top 30.1%
Nilai portofolio QoQ: +15.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 69,63%
- Bobot 25 kepemilikan teratas
- 88,06%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 15,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 13,1% Perkiraan pembelian $142.175.344 · penjualan $97.045.490
- Posisi baru
- 23
- Meningkat
- 47
- Menurun
- 33
- Tertutup
- 5
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
49,1%
Portofolio lengkap 105 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $115.242.025 | 14,53% | 1.394.338 | $-19.562.826 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $88.842.542 | 11,21% | 444.013 | $-1.516.483 | Turun ×1 | ||
| VTV | $80.350.458 | 10,13% | 368.698 | $14.020.606 | Naik ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $62.416.916 | 7,87% | 1.190.935 | $62.198.941 | Naik ×1 | ||
| IEFA | $41.780.497 | 5,27% | 432.600 | $1.193.129 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $38.508.357 | 4,86% | 133.081 | $3.107.443 | Turun ×1 | ||
| AGG | $38.271.465 | 4,83% | 386.659 | $-4.189.141 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $35.783.612 | 4,51% | 100.130 | $7.530.702 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $34.055.206 | 4,30% | 142.885 | $-3.506.284 | Turun ×1 | ||
| IJK | $16.816.230 | 2,12% | 143.117 | $8.827.691 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $12.538.630 | 1,58% | 10.454 | $3.014.834 | Naik ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $11.911.653 | 1,50% | 11.778 | $11.114.350 | Naik ×2 | ||
| GEV GE Vernova Inc. Common Stock | $11.658.173 | 1,47% | 9.923 | $8.717.840 | Naik ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $11.568.607 | 1,46% | 24.224 | $3.721.990 | Naik ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $11.423.142 | 1,44% | 33.497 | $3.402.014 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $11.200.460 | 1,41% | 29.650 | $1.693.001 | Turun ×1 | ||
| KLAC KLA Corporation - Common Stock | $10.924.367 | 1,38% | 36.208 | $5.773.659 | Naik ×1 | ||
| BA Boeing Company (The) Common Stock | $9.699.588 | 1,22% | 44.808 | $1.905.573 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $9.605.811 | 1,21% | 25.751 | $1.201.673 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8.668.923 | 1,09% | 15.390 | $55.935 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $8.208.869 | 1,04% | 19.750 | Naik ×1 | |||
| COF Capital One Financial Corporation Common Stock | $7.913.194 | 1,00% | 39.444 | $3.012.115 | Naik ×2 | ||
| IWF | $7.843.324 | 0,99% | 63.166 | $1.576.263 | Naik ×2 | ||
| URI United Rentals, Inc. Common Stock | $6.568.956 | 0,83% | 5.798 | $2.526.355 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6.407.480 | 0,81% | 19.575 | $962.823 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $6.320.454 | 0,80% | 24.887 | $602.263 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $6.151.710 | 0,78% | 27.900 | $1.105.344 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $5.860.632 | 0,74% | 11.411 | $521.052 | Naik ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $5.756.441 | 0,73% | 6.154 | $-102.857 | Naik ×1 | ||
| IWD | $5.604.948 | 0,71% | 23.120 | $950.257 | Naik ×1 | ||
| TT Trane Technologies plc | $4.850.743 | 0,61% | 9.876 | $904.524 | Naik ×1 | ||
| SPYG | $4.815.301 | 0,61% | 40.468 | $929.722 | Naik ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $4.541.266 | 0,57% | 51.741 | $270.366 | Naik ×2 | ||
| VEA | $4.221.317 | 0,53% | 59.247 | $689.373 | Naik ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $4.210.743 | 0,53% | 8.265 | $-453.509 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $3.994.517 | 0,50% | 24.098 | $-790.001 | Naik ×1 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $2.171.723 | 0,27% | 21.657 | $1.134.261 | Naik ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1.921.603 | 0,24% | 2.518 | $893.645 | Turun ×2 | ||
| IWR | $1.695.901 | 0,21% | 15.373 | $269.494 | Naik ×2 | ||
| IWM | $1.421.280 | 0,18% | 4.731 | $434.814 | Naik ×2 | ||
| VOO | $1.292.653 | 0,16% | 1.882 | $661.289 | Naik ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $1.082.255 | 0,14% | 544 | Naik ×1 | |||
| GLW Corning Incorporated Common Stock | $1.074.209 | 0,14% | 4.205 | $318.439 | Turun ×1 | ||
| IGV | $1.031.638 | 0,13% | 11.387 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $971.862 | 0,12% | 1.673 | $629.082 | Turun ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $919.118 | 0,12% | 952 | $547.707 | Naik ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $916.163 | 0,12% | 5.393 | $234.673 | Turun ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $884.970 | 0,11% | 12.264 | $-1.176.760 | Turun ×1 | ||
| LIN Linde plc - Ordinary Shares | $837.310 | 0,11% | 1.614 | Naik ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $810.243 | 0,10% | 1.125 | $174.139 | Turun ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $805.298 | 0,10% | 756 | $267.365 | Turun ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $749.700 | 0,09% | 10.500 | $-22.502.879 | Turun ×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 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 486917107) | $626.286 | 0,08% | 109.109 | Naik ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $594.171 | 0,07% | 1.775 | Naik ×1 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $572.234 | 0,07% | 1.921 | ||||
| BRKB | $559.936 | 0,07% | 1.119 | $4.064 | Turun ×2 | ||
| WYFI WhiteFiber, Inc. - Ordinary Shares | $534.498 | 0,07% | 13.758 | $-67.183 | Turun ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $532.585 | 0,07% | 385 | $35.511 | Turun ×2 | ||
| NYF | $532.351 | 0,07% | 9.876 | $247.138 | Naik ×1 | ||
| GLD | $510.206 | 0,06% | 1.385 | $60.123 | Naik ×2 | ||
| ALAB Astera Labs, Inc. - Common Stock | $504.273 | 0,06% | 1.044 | $211.970 | Turun ×1 | ||
| IVV | $489.933 | 0,06% | 654 | $68.859 | Naik ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $481.730 | 0,06% | 4.129 | $-525.042 | Turun ×2 | ||
| KOID KraneShares Global Humanoid and Embodied Intelligence Index ETF | $481.614 | 0,06% | 11.684 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $438.242 | 0,06% | 3.205 | Naik ×1 | |||
| GE GE Aerospace Common Stock | $427.949 | 0,05% | 1.145 | $104.424 | Naik ×1 | ||
| AMGN Amgen Inc. - Common Stock | $427.615 | 0,05% | 1.181 | $-4.868.805 | Turun ×2 | ||
| IJR | $421.083 | 0,05% | 2.839 | $68.947 | Naik ×1 | ||
| RMBS Rambus, Inc. - Common Stock | $418.396 | 0,05% | 3.152 | Naik ×1 | |||
| FORM FormFactor, Inc. - Common Stock | $399.985 | 0,05% | 2.501 | Naik ×1 | |||
| HIMX Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares. | $392.244 | 0,05% | 25.570 | Naik ×1 | |||
| SLV | $390.598 | 0,05% | 7.305 | $-97.761 | Naik ×2 | ||
| DE Deere & Company Common Stock | $373.696 | 0,05% | 589 | $47.350 | Naik ×1 | ||
| BTDR Bitdeer Technologies Group - Ordinary Shares | $365.216 | 0,05% | 23.013 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $362.501 | 0,05% | 3.201 | $-138.842 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $355.156 | 0,04% | 1.005 | $55.401 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $354.278 | 0,04% | 481 | $103.442 | Naik ×2 | ||
| SOLS Solstice Advanced Materials Inc. - Common Stock | $344.669 | 0,04% | 3.890 | Naik ×1 | |||
| IJH | $312.322 | 0,04% | 4.050 | $54.489 | Naik ×1 | ||
| MTB M&T Bank Corporation Common Stock | $311.033 | 0,04% | 1.307 | $41.176 | Naik ×2 | ||
| SYK Stryker Corporation Common Stock | $306.579 | 0,04% | 974 | $-227.131 | Turun ×2 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $299.055 | 0,04% | 752 | $-689.308 | Turun ×2 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $293.196 | 0,04% | 1.716 | Naik ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $289.783 | 0,04% | 251 | $-414.604 | Turun ×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 | Turun ×2 | ||
| SHYG | $278.881 | 0,04% | 6.576 | $4.422 | Naik ×1 | ||
| AXP American Express Company Common Stock | $277.098 | 0,03% | 819 | $15.707 | Turun ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $275.865 | 0,03% | 782 | $-25.346 | Turun ×2 | ||
| XLK XLK | $273.808 | 0,03% | 1.437 | ||||
| BLK BlackRock, Inc. Common Stock | $260.068 | 0,03% | 270 | $2.223 | Naik ×1 | ||
| ASYS Amtech Systems, Inc. - Common Stock | $257.873 | 0,03% | 11.173 | Naik ×1 | |||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $253.741 | 0,03% | 799 | Naik ×1 | |||
| EDV | $248.490 | 0,03% | 3.818 | $-9.621 | Turun ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $248.364 | 0,03% | 344 | Naik ×1 | |||
| NBTB NBT Bancorp Inc. - Common Stock | $236.234 | 0,03% | 4.785 | $34.046 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $228.836 | 0,03% | 909 | ||||
| SCHD | $223.714 | 0,03% | 7.055 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
| Penerbit tidak dikenal (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% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $293.196 | 1.716 | 0,04% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VCIT | Dipangkas | -235K | -$19.6M |
| VTV | Beli lebih banyak | +31K | +$14.0M |
| IJK | Beli lebih banyak | +64K | +$8.8M |
| GEV | Beli lebih banyak | +7K | +$8.7M |
| GOOGL | Beli lebih banyak | +2K | +$7.5M |
| KLAC | Beli lebih banyak | +33K | +$5.8M |
| AGG | Dipangkas | -41K | -$4.2M |
| TSM | Beli lebih banyak | +1K | +$3.7M |
| AMZN | Dipangkas | -37K | -$3.5M |
| PANW | Dipangkas | -17K | +$3.4M |
4 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| TLT | 30 Juni 2026 | 97.625 | $8.463.133 | |
| CEG | 31 Maret 2026 | 11.154 | $3.940.466 | -2,4% |
| B | 30 Juni 2026 | 55.131 | $2.248.796 | 28,5% |
| SNOW | 31 Maret 2026 | 3.683 | $807.903 | 109,5% |
| RDDT | 31 Maret 2026 | 1.795 | $412.617 | 13,9% |
| CRWV | 30 Juni 2026 | 4.360 | $337.769 | -9,5% |
| IBM | 31 Maret 2026 | 1.116 | $330.606 | -3,6% |
| TMUS | 31 Maret 2026 | 1.569 | $318.510 | -12,9% |
| CMG | 31 Maret 2026 | 8.533 | $315.721 | 12,1% |
| MRVL | 31 Maret 2026 | 3.426 | $291.174 | 148,7% |
| BLV | 31 Maret 2026 | 4.152 | $288.647 | Tidak lagi dilacak |
| TOST | 31 Maret 2026 | 8.121 | $288.377 | 34,4% |
| TIP | 31 Maret 2026 | 2.573 | $282.798 | Tidak lagi dilacak |
| ABT | 31 Maret 2026 | 2.236 | $280.202 | 11,4% |
| SO | 31 Maret 2026 | 3.096 | $269.934 | -5,6% |
| CSX | 31 Maret 2026 | 7.260 | $263.189 | 25,4% |
| NOW | 31 Maret 2026 | 1.665 | $255.061 | 24,0% |
| PEP | 31 Maret 2026 | 1.761 | $252.745 | -8,2% |
| ABBV | 31 Maret 2026 | 1.100 | $251.304 | 21,3% |
| DIS | 31 Maret 2026 | 1.997 | $227.148 | 11,2% |
| PG | 31 Maret 2026 | 1.565 | $224.272 | -0,8% |
| KIM | 31 Maret 2026 | 10.710 | $217.092 | 7,5% |
| DKS | 31 Maret 2026 | 1.086 | $215.010 | -9,9% |
| ORCL | 30 Juni 2026 | 1.440 | $211.859 | -0,1% |
| XLK | 31 Maret 2026 | 1.435 | $206.594 | Tidak lagi dilacak |
| BX | 30 Juni 2026 | 1.754 | $201.726 | 21,8% |
| GTO | 31 Maret 2026 | 4.221 | $200.160 | Tidak lagi dilacak |