Buffington Mohr McNeal
CIK 1317829 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $507.0M
- 持仓
- 111
- 截至
- 2025年3月31日 数据截至 Q1 2025
按 13F 价值排名第 3740（共 9443） · 前 39.6%
投资组合价值同比（季度）：-15.9% 13F不披露现金
- 前十大持仓权重
- 45.30%
- 前二十五大持仓权重
- 77.40%
- 持仓高于 1%
- 31
- 有效持仓数量
- 30.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q1 2025: 4.53% 估计买入 $25120239 · 卖出 $100599419
- 新仓位
- 8
- 增加
- 14
- 减少
- 74
- 已结清
- 30
本页内容
行业细分
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%
其他/未映射
43.2%
完整投资组合 111 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $46515200 | 9.17% | 2106667 | $-2358928 | 下跌 ×1 | ||
| IVV | $31267959 | 6.17% | 55647 | $581496 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $30443239 | 6.00% | 32188 | $-1660905 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $25815410 | 5.09% | 68770 | $-5938714 | 下跌 ×1 | ||
| XLK XLK | $21948479 | 4.33% | 106298 | $-2884457 | 下跌 ×1 | ||
| JIRE | $16129094 | 3.18% | 253125 | $33548 | 下跌 ×1 | ||
| JAAA | $15530578 | 3.06% | 306263 | $-112684 | 下跌 ×1 | ||
| APH Amphenol Corporation Common Stock | $14229479 | 2.81% | 216946 | $-3217216 | 下跌 ×1 | ||
| IBDW | $13985466 | 2.76% | 673998 | $518483 | 上涨 ×1 | ||
| IBDR | $13840705 | 2.73% | 571694 | $-519822 | 下跌 ×1 | ||
| IBDV | $13776644 | 2.72% | 634284 | $422717 | 上涨 ×1 | ||
| IJR | $13556676 | 2.67% | 129642 | $13219773 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $13439587 | 2.65% | 54788 | $-2661279 | 下跌 ×1 | ||
| V Visa Inc. | $12873103 | 2.54% | 36732 | $-215456 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $11914793 | 2.35% | 53639 | $-3441049 | 下跌 ×1 | ||
| KKR KKR & Co. Inc. Common Stock | $11623367 | 2.29% | 100539 | $-5623620 | 下跌 ×1 | ||
| URI United Rentals, Inc. Common Stock | $10954943 | 2.16% | 17480 | $-2860426 | 下跌 ×1 | ||
| DHR Danaher Corporation Common Stock | $10953197 | 2.16% | 53430 | $-3497833 | 下跌 ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $10804907 | 2.13% | 21714 | $-3101159 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9917112 | 1.96% | 52124 | $-3831985 | 下跌 ×1 | ||
| AME AMETEK, Inc. | $9741132 | 1.92% | 56588 | $-1678398 | 下跌 ×1 | ||
| ABT Abbott Laboratories Common Stock | $9140462 | 1.80% | 68907 | $1032270 | 下跌 ×1 | ||
| RSG Republic Services, Inc. Common Stock | $8542271 | 1.68% | 35275 | $126057 | 下跌 ×1 | ||
| ECL Ecolab Inc. Common Stock | $8256937 | 1.63% | 32569 | $236759 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7246765 | 1.43% | 46385 | $-3260103 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $7154706 | 1.41% | 171452 | $-1524001 | 下跌 ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $7121809 | 1.40% | 24148 | $-1586365 | 下跌 ×1 | ||
| SPGI S&P Global Inc. Common Stock | $6236744 | 1.23% | 12275 | $-309545 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $5822837 | 1.15% | 34778 | $-2480761 | 下跌 ×1 | ||
| IBDQ | $5694782 | 1.12% | 226433 | $-446685 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $5523817 | 1.09% | 61540 | $-2292418 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4759122 | 0.94% | 46322 | $-2668014 | 下跌 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $4082323 | 0.81% | 46983 | $206718 | 上涨 ×1 | ||
| IBDS | $3982398 | 0.79% | 164698 | $2085724 | 上涨 ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $3926357 | 0.77% | 17780 | $-2294377 | 下跌 ×1 | ||
| RSP | $3746515 | 0.74% | 21627 | $-1503861 | 下跌 ×1 | ||
| PH Parker-Hannifin Corporation Common Stock | $3496455 | 0.69% | 5752 | $-618073 | 下跌 ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3102334 | 0.61% | 59239 | $-249205 | 下跌 ×1 | ||
| IDA IDACORP, Inc. Common Stock | $2541848 | 0.50% | 21871 | $2004081 | 上涨 ×1 | ||
| BRKB | $2424144 | 0.48% | 4552 | $194142 | 下跌 ×1 | ||
| IJH | $2397061 | 0.47% | 41081 | $-2580 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2180269 | 0.43% | 14099 | $-803099 | 下跌 ×1 | ||
| VOO | $2074263 | 0.41% | 4036 | $-159055 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $2073600 | 0.41% | 5658 | $-2763488 | 下跌 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $1910396 | 0.38% | 26611 | $308791 | 上涨 ×1 | ||
| FTEC | $1489974 | 0.29% | 9239 | $-248638 | 下跌 ×1 | ||
| USB U.S. Bancorp Common Stock | $1214332 | 0.24% | 28762 | $-324981 | 下跌 ×1 | ||
| IBDT | $1187119 | 0.23% | 46996 | $839913 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1088210 | 0.21% | 1992 | 上涨 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $1050957 | 0.21% | 4963 | $-1275076 | 下跌 ×1 | ||
| MS Morgan Stanley Common Stock | $1022613 | 0.20% | 8765 | $-415624 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1015543 | 0.20% | 8539 | $115612 | 上涨 ×1 | ||
| ANSS | $989250 | 0.20% | 3125 | $-64906 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $988651 | 0.19% | 8117 | $-11173 | 下跌 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $899366 | 0.18% | 3807 | $27569 | 下跌 ×1 | ||
| RTX RTX Corporation Common Stock | $879534 | 0.17% | 6640 | $-704210 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $851643 | 0.17% | 3133 | $-383245 | 下跌 ×1 | ||
| CARR Carrier Global Corporation Common Stock | $836880 | 0.17% | 13200 | $-146678 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $809741 | 0.16% | 7471 | $-232794 | 下跌 ×1 | ||
| FDX FedEx Corporation Common Stock | $790335 | 0.16% | 3242 | $-127385 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $758660 | 0.15% | 4535 | $-3352354 | 下跌 ×1 | ||
| SPY SPY | $751261 | 0.15% | 1343 | $-513500 | 下跌 ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $749052 | 0.15% | 6804 | $-120041 | 下跌 ×1 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $699053 | 0.14% | 2288 | $29287 | |||
| EMR Emerson Electric Company Common Stock | $687114 | 0.14% | 6267 | $323751 | 上涨 ×1 | ||
| ECPG Encore Capital Group Inc - Common Stock | $685600 | 0.14% | 20000 | 上涨 ×1 | |||
| CCI Crown Castle Inc. Common Stock | $614957 | 0.12% | 5900 | $2599 | 下跌 ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $596604 | 0.12% | 3320 | $-746343 | 下跌 ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $574809 | 0.11% | 16837 | $25004 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $563438 | 0.11% | 1202 | $-50839 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $531404 | 0.10% | 1703 | $-101818 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $497292 | 0.10% | 602 | $-1578704 | 下跌 ×1 | ||
| XVV | $481819 | 0.10% | 11262 | $-28342 | |||
| JNJ Johnson & Johnson Common Stock | $440305 | 0.09% | 2655 | $-147855 | 下跌 ×1 | ||
| PPBI Pacific Premier Bancorp Inc - Common Stock | $410133 | 0.08% | 19237 | $-69253 | |||
| FDVV | $383220 | 0.08% | 7726 | 上涨 ×1 | |||
| ARWR Arrowhead Pharmaceuticals, Inc. - Common Stock | $382200 | 0.08% | 30000 | $-181800 | |||
| WMT Walmart Inc. - Common Stock | $376092 | 0.07% | 4284 | $-976654 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $346005 | 0.07% | 7628 | $40962 | |||
| BA Boeing Company (The) Common Stock | $341100 | 0.07% | 2000 | 上涨 ×1 | |||
| AJG Arthur J. Gallagher & Co. Common Stock | $341097 | 0.07% | 988 | 上涨 ×1 | |||
| MMM 3M Company Common Stock | $337778 | 0.07% | 2300 | $40871 | |||
| DSI | $337269 | 0.07% | 3293 | $-75432 | 下跌 ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $337153 | 0.07% | 4756 | $-1416886 | 下跌 ×1 | ||
| MTB M&T Bank Corporation Common Stock | $330688 | 0.07% | 1850 | $-299146 | 下跌 ×1 | ||
| VTI | $330146 | 0.07% | 1201 | $-22817 | 下跌 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $314576 | 0.06% | 3985 | $-86075 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $308427 | 0.06% | 2057 | $-162351 | 下跌 ×1 | ||
| IWM | $308013 | 0.06% | 1544 | $-33149 | |||
| IBMO | $293684 | 0.06% | 11490 | $26125 | 上涨 ×1 | ||
| PRU Prudential Financial, Inc. Common Stock | $290368 | 0.06% | 2600 | $-17810 | |||
| PFE Pfizer, Inc. Common Stock | $285368 | 0.06% | 11262 | $-45238 | 下跌 ×1 | ||
| WAT Waters Corporation Common Stock | $283799 | 0.06% | 770 | 上涨 ×1 | |||
| VRSK Verisk Analytics, Inc. - Common Stock | $270834 | 0.05% | 910 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $264444 | 0.05% | 1063 | $-281447 | 下跌 ×1 | ||
| IGEB | $264434 | 0.05% | 5875 | $-1354706 | 下跌 ×1 | ||
| ULXXXX | $263807 | 0.05% | 4430 | $-1443147 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $257523 | 0.05% | 3596 | $-775910 | 下跌 ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $256599 | 0.05% | 2323 | $-131319 | 下跌 ×1 | ||
| EW Edwards Lifesciences Corporation Common Stock | $253680 | 0.05% | 3500 | $-5425 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| MSFT | 削减 | -7K | -$5.9M |
| KKR | 削减 | -16K | -$5.6M |
| AMZN | 削减 | -11K | -$3.8M |
| DHR | 削减 | -10K | -$3.5M |
| AAPL | 削减 | -8K | -$3.4M |
| GOOG | 削减 | -9K | -$3.3M |
| APH | 削减 | -34K | -$3.2M |
| TMO | 削减 | -5K | -$3.1M |
| XLK | 削减 | -501 | -$2.9M |
| URI | 削减 | -2K | -$2.9M |
2 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| CALF | 2025年3月31日 | 361817 | $15923574 | 不再跟踪 |
| FCX | 2025年3月31日 | 115652 | $4404015 | 103.7% |
| VMC | 2025年3月31日 | 5490 | $1412193 | 17.1% |
| IHAK | 2025年3月31日 | 24918 | $1215749 | 不再跟踪 |
| IEX | 2025年3月31日 | 5137 | $1075123 | 30.3% |
| GREI | 2025年3月31日 | 31445 | $1059074 | 不再跟踪 |
| FSLR | 2025年3月31日 | 5289 | $932133 | 70.0% |
| MRVL | 2025年3月31日 | 8280 | $914526 | 300.1% |
| ORCL | 2025年3月31日 | 4717 | $786041 | 4.8% |
| NKE | 2025年3月31日 | 10261 | $776426 | -36.1% |
| TFX | 2025年3月31日 | 3380 | $601572 | -2.3% |
| AWK | 2025年3月31日 | 4425 | $550868 | -7.1% |
| LDOS | 2025年3月31日 | 3525 | $507812 | 5.2% |
| GLW | 2025年3月31日 | 10461 | $497092 | 235.4% |
| VLTO | 2025年3月31日 | 4109 | $418502 | 1.7% |
| VIG | 2025年3月31日 | 2117 | $414572 | 不再跟踪 |
| NEM | 2025年3月31日 | 9185 | $341866 | 171.1% |
| AFL | 2025年3月31日 | 3166 | $327491 | 5.2% |
| HSIC | 2025年3月31日 | 4705 | $325586 | 29.0% |
| COPX | 2025年3月31日 | 8000 | $305440 | 不再跟踪 |
| DGRO | 2025年3月31日 | 4894 | $300198 | 不再跟踪 |
| ABBV | 2025年3月31日 | 1680 | $298536 | 25.9% |
| ISRG | 2025年3月31日 | 507 | $264634 | -24.6% |
| MCD | 2025年3月31日 | 826 | $239520 | -14.0% |
| SO | 2025年3月31日 | 2845 | $234200 | -0.9% |
| EMXC | 2025年3月31日 | 3950 | $219028 | |
| CRM | 2025年3月31日 | 642 | $214640 | -23.4% |
| VB | 2025年3月31日 | 885 | $212648 | 不再跟踪 |
| QCOM | 2025年3月31日 | 1331 | $204415 | 4.8% |
| PNC | 2025年3月31日 | 1055 | $203457 | 38.8% |