Buffington Mohr McNeal
Filing Date
Global Rank
#3,186
/ 7,977
▼ 323
Top Industry
Discount Stores
11.1%
3Y Alpha vs SPY
+0.5%
Period ended 1 year ago
Filed Apr 28, 2025 · 1y
21 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+78.4%
SPY
+76.3%
Annualised alpha
+0.5%
Max drawdown
−19.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
79 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Top Position
10.7%
+1.9 pts
Top 5
34.1%
+2.5 pts
Top 10
53.9%
+2.7 pts
HHI
435
Diversified+56
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.5% | $69,726,607 |
| Financial Services | 21.4% | $60,819,760 |
| Industrials | 14.0% | $39,825,522 |
| Healthcare | 13.7% | $38,982,796 |
| Consumer Defensive | 11.3% | $32,133,881 |
| Basic Materials | 5.4% | $15,378,620 |
| Consumer Cyclical | 4.6% | $12,979,362 |
| Unclassified | 1.9% | $5,460,244 |
| Utilities | 1.0% | $2,878,999 |
| Communication Services | 1.0% | $2,790,991 |
| Energy | 0.8% | $2,349,018 |
| Real Estate | 0.3% | $849,781 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IDA | Idacorp Inc | +16,950 | 21,871 | $2,541,847 | |
| WFC | Wells Fargo & Company/Mn | +3,809 | 26,611 | $1,910,403 | |
| EMR | Emerson Electric Co | +3,335 | 6,267 | $687,113 | |
| MU | Micron Technology Inc | +933 | 46,983 | $4,082,352 | |
| XOM | Exxon Mobil Corp | +173 | 8,539 | $1,015,543 | |
| NFLX | Netflix Inc | +17 | 244 | $22,753 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APH | Amphenol Corp /De/ | −34,266 | 216,946 | $14,229,488 | |
| BAC | Bank Of America Corp /De/ | −26,016 | 171,452 | $7,154,691 | |
| CVX | Chevron Corp | −23,848 | 4,535 | $758,660 | |
| NEE | Nextera Energy Inc | −19,711 | 4,756 | $337,152 | |
| MRK | Merck & Co., Inc. | −17,031 | 61,540 | $5,523,830 | |
| KKR | KKR & Co. Inc. | −16,066 | 100,539 | $11,623,313 | |
| AMD | Advanced Micro Devices Inc | −15,166 | 46,322 | $4,759,122 | |
| KO | Coca Cola Co | −13,003 | 3,596 | $257,545 | |
| FISV | Fiserv Inc | −12,503 | 17,780 | $3,926,357 | |
| JPM | Jpmorgan Chase & Co | −12,380 | 54,788 | $13,439,496 | |
| WMT | Walmart Inc. | −10,688 | 4,284 | $376,092 | |
| AMZN | Amazon Com Inc | −10,546 | 52,124 | $9,917,112 | |
| DHR | Danaher Corp /De/ | −9,524 | 53,430 | $10,953,150 | |
| AAPL | Apple Inc. | −7,681 | 53,639 | $11,914,831 | |
| RTX | RTX Corp | −7,046 | 6,640 | $879,534 | |
| NXPI | NXP Semiconductors N.V. | −6,978 | 1,059 | $201,273 | |
| HD | Home Depot, Inc. | −6,777 | 5,658 | $2,073,600 | |
| AME | Ametek Inc/ | −6,762 | 56,588 | $9,741,058 | |
| MSFT | Microsoft Corp | −6,566 | 68,770 | $25,815,570 | |
| RSG | Republic Services, Inc. | −6,559 | 35,275 | $8,542,194 | |
| APD | Air Products & Chemicals, Inc. | −5,876 | 24,148 | $7,121,728 | |
| HON | Honeywell International Inc | −5,334 | 4,963 | $990,495 | |
| TMO | Thermo Fisher Scientific Inc. | −5,017 | 21,714 | $10,804,886 | |
| V | Visa Inc. | −4,682 | 36,732 | $12,873,096 | |
| TXN | Texas Instruments Inc | −3,842 | 3,320 | $596,604 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GS | Goldman Sachs Group Inc | 1,992 | $1,088,209 | |
| ECPG | Encore Capital Group Inc | 20,000 | $685,600 | |
| BA | Boeing Co | 2,000 | $341,100 | |
| AJG | Arthur J. Gallagher & Co. | 988 | $341,097 | |
| WAT | Waters Corp /De/ | 770 | $283,798 | |
| VRSK | Verisk Analytics, Inc. | 910 | $270,834 | |
| T | At&T Inc. | 8,556 | $241,963 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FCX | Freeport-Mcmoran Inc | 115,652 | $4,404,028 | |
| VMC | Vulcan Materials CO | 5,490 | $1,412,192 | |
| IEX | Idex Corp /De/ | 5,137 | $1,075,122 | |
| FSLR | First Solar, Inc. | 5,289 | $932,133 | |
| MRVL | Marvell Technology, Inc. | 8,280 | $914,526 | |
| ORCL | Oracle Corp | 4,717 | $786,040 | |
| NKE | NIKE, Inc. | 10,261 | $776,449 | |
| TFX | Teleflex Inc | 3,380 | $601,572 | |
| AWK | American Water Works Company, Inc. | 4,425 | $550,868 | |
| LDOS | Leidos Holdings, Inc. | 3,525 | $507,811 | |
| GLW | Corning Inc /Ny | 10,461 | $497,106 | |
| VLTO | Veralto Corp | 4,109 | $418,501 | |
| NEM | NEWMONT Corp /DE/ | 9,185 | $341,865 | |
| AFL | Aflac Inc | 3,166 | $327,491 | |
| HSIC | Henry Schein Inc | 4,705 | $325,586 | |
| ABBV | AbbVie Inc. | 1,680 | $298,536 | |
| ISRG | Intuitive Surgical Inc | 507 | $264,633 | |
| MCD | Mcdonalds Corp | 826 | $239,449 | |
| SO | Southern Co | 2,845 | $234,200 | |
| CRM | Salesforce, Inc. | 642 | $214,639 | |
| QCOM | Qualcomm Inc/De | 1,331 | $204,468 | |
| PNC | Pnc Financial Services Group, Inc. | 1,055 | $203,456 | |
| No positions match the current search. | ||||
79 positions ·
$284,175,581 total
· as of Mar 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 79 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 32,188 | $30,442,766 | 10.71% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 68,770 | $25,815,570 | 9.08% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 216,946 | $14,229,488 | 5.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 54,788 | $13,439,496 | 4.73% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 36,732 | $12,873,096 | 4.53% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,639 | $11,914,831 | 4.19% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 100,539 | $11,623,313 | 4.09% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 17,480 | $10,954,716 | 3.85% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 53,430 | $10,953,150 | 3.85% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 21,714 | $10,804,886 | 3.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 52,124 | $9,917,112 | 3.49% | |
| AME |
Ametek Inc/
Industrials
|
Reduced | 56,588 | $9,741,058 | 3.43% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 68,907 | $9,140,513 | 3.22% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 35,275 | $8,542,194 | 3.01% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 32,569 | $8,256,892 | 2.91% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 171,452 | $7,154,691 | 2.52% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 24,148 | $7,121,728 | 2.51% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 12,275 | $6,236,927 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 34,778 | $5,822,880 | 2.05% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 61,540 | $5,523,830 | 1.94% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 46,322 | $4,759,122 | 1.67% | |
| MU |
Micron Technology Inc
Technology
|
Added | 46,983 | $4,082,352 | 1.44% | |
| FISV |
Fiserv Inc
|
Reduced | 17,780 | $3,926,357 | 1.38% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 5,752 | $3,496,353 | 1.23% | |
| IDA |
Idacorp Inc
Utilities
|
Added | 21,871 | $2,541,847 | 0.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,552 | $2,424,304 | 0.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 14,099 | $2,180,269 | 0.77% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,658 | $2,073,600 | 0.73% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 26,611 | $1,910,403 | 0.67% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 28,762 | $1,214,331 | 0.43% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 1,992 | $1,088,209 | 0.38% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 8,765 | $1,022,612 | 0.36% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 8,539 | $1,015,543 | 0.36% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 4,963 | $990,495 | 0.35% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 8,117 | $988,650 | 0.35% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 3,807 | $899,365 | 0.32% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 6,640 | $879,534 | 0.31% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 3,133 | $851,643 | 0.30% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Reduced | 13,200 | $836,880 | 0.29% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,471 | $809,706 | 0.28% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 3,242 | $790,334 | 0.28% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,535 | $758,660 | 0.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,343 | $751,260 | 0.26% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Reduced | 6,804 | $749,052 | 0.26% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 2,288 | $699,052 | 0.25% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 6,267 | $687,113 | 0.24% | |
| ECPG |
Encore Capital Group Inc
Financial Services
|
NEW | 20,000 | $685,600 | 0.24% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Reduced | 5,900 | $614,957 | 0.22% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 3,320 | $596,604 | 0.21% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 16,837 | $574,815 | 0.20% |