Buffington Mohr McNeal
Filing Date
Global Rank
#3,038
/ 8,076
▼ 231
· as of Mar 2025
Top Industry
Discount Stores
10.2%
3Y Alpha vs SPY
+5.9%
Period ended 1 year ago
Filed Apr 28, 2025 · 1y
21 quarters · since Mar 2020
Clone Performance
Sep 2023–Oct 2025 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+58.7%
SPY
+46.3%
Annualised alpha
+4.7%
Max drawdown
−18.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 8 quarters.Buffington Mohr McNeal has stopped filing, so the simulation ends in Oct 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
92 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Top Position
19.7%
+5.5 pts
Top 5
45.8%
+6.9 pts
Top 10
59.7%
+7.3 pts
HHI
667
Diversified+200
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 40.2% | $202,266,986 |
| Technology | 16.7% | $83,956,095 |
| Financial Services | 12.1% | $60,819,760 |
| Industrials | 7.9% | $39,885,942 |
| Healthcare | 7.8% | $38,982,796 |
| Consumer Defensive | 6.4% | $32,397,687 |
| Basic Materials | 3.1% | $15,378,620 |
| Consumer Cyclical | 2.6% | $12,979,362 |
| Communication Services | 2.0% | $10,242,503 |
| Utilities | 0.6% | $2,878,999 |
| Energy | 0.5% | $2,349,018 |
| Real Estate | 0.2% | $849,781 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +181,112 | 2,423,086 | $99,289,151 | |
| IDA | Idacorp Inc | +16,950 | 21,871 | $2,541,847 | |
| FBCG | Fidelity Blue Chip Growth ETF | +7,561 | 16,965 | $1,873,182 | |
| 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 | ExxonMobil Holdings Corp | +173 | 8,539 | $1,015,543 | |
| NFLX | Netflix Inc | +17 | 244 | $227,537 | |
| 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 | $28,458,976 | |
| BAC | Bank Of America Corp /De/ | −26,016 | 171,452 | $7,154,691 | |
| UL | Unilever PLC | −25,675 | 4,430 | $263,806 | |
| CVX | Chevron Corp | −23,848 | 4,535 | $758,660 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | −21,966 | 253,125 | $16,129,125 | |
| 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 | |
| GOOGL | Alphabet Inc. | −10,448 | 60,484 | $9,426,997 | |
| DHR | Danaher Corp /De/ | −9,524 | 53,430 | $10,953,150 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −8,336 | 21,627 | $3,746,445 | |
| 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 | |
| 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
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAAP | Pacer Barings CLO Market Flex ETF | 361,817 | $15,923,566 | |
| 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 | |
| VIG | Vanguard Dividend Appreciation ETF | 2,117 | $414,572 | |
| NEM | NEWMONT Corp /DE/ | 9,185 | $341,865 | |
| AFL | Aflac Inc | 3,166 | $327,491 | |
| HSIC | Henry Schein Inc | 4,705 | $325,586 | |
| AGNG | Global X Funds Global X Aging Population ETF | 8,000 | $305,440 | |
| 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 | |
| BKF | iShares MSCI BIC ETF | 3,950 | $219,027 | |
| CRM | Salesforce, Inc. | 642 | $214,639 | |
| QCOM | Qualcomm Inc/De | 1,331 | $204,468 | |
| No positions match the current search. | ||||
92 tracked positions ·
$502,987,549 total
· filing declares
111 positions · $507,037,610
· 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 92 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 2,423,086 | $99,289,151 | 19.74% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Reduced | 2,106,667 | $46,515,207 | 9.25% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 32,188 | $30,442,766 | 6.05% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 216,946 | $28,458,976 | 5.66% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 68,770 | $25,815,570 | 5.13% | |
| BBAG |
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
Reduced | 253,125 | $16,129,125 | 3.21% | |
| JA |
Janus Henderson AA-A CLO ETF
|
Reduced | 306,263 | $15,530,596 | 3.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 54,788 | $13,439,496 | 2.67% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 36,732 | $12,873,096 | 2.56% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,639 | $11,914,831 | 2.37% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 100,539 | $11,623,313 | 2.31% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 106,298 | $10,974,205 | 2.18% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 17,480 | $10,954,716 | 2.18% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 53,430 | $10,953,150 | 2.18% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 21,714 | $10,804,886 | 2.15% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 52,124 | $9,917,112 | 1.97% | |
| AME |
Ametek Inc/
Industrials
|
Reduced | 56,588 | $9,741,058 | 1.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 60,484 | $9,426,997 | 1.87% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 68,907 | $9,140,513 | 1.82% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 35,275 | $8,542,194 | 1.70% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 32,569 | $8,256,892 | 1.64% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 171,452 | $7,154,691 | 1.42% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 24,148 | $7,121,728 | 1.42% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 12,275 | $6,236,927 | 1.24% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 34,778 | $5,822,880 | 1.16% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 61,540 | $5,523,830 | 1.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 46,322 | $4,759,122 | 0.95% | |
| MU |
Micron Technology Inc
Technology
|
Added | 46,983 | $4,082,352 | 0.81% | |
| FISV |
Fiserv Inc
|
Reduced | 17,780 | $3,926,357 | 0.78% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 21,627 | $3,746,445 | 0.74% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 5,752 | $3,496,353 | 0.70% | |
| IDA |
Idacorp Inc
Utilities
|
Added | 21,871 | $2,541,847 | 0.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,552 | $2,424,304 | 0.48% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 5,237 | $2,404,222 | 0.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,658 | $2,073,600 | 0.41% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 26,611 | $1,910,403 | 0.38% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Added | 16,965 | $1,873,182 | 0.37% | |
| USB |
US Bancorp \De\
Financial Services
|
Reduced | 28,762 | $1,214,331 | 0.24% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 1,992 | $1,088,209 | 0.22% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 4,963 | $1,050,915 | 0.21% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 8,765 | $1,022,612 | 0.20% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 8,539 | $1,015,543 | 0.20% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 8,117 | $988,650 | 0.20% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 3,807 | $899,365 | 0.18% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 6,640 | $879,534 | 0.17% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 3,133 | $851,643 | 0.17% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Reduced | 13,200 | $836,880 | 0.17% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,471 | $809,706 | 0.16% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 3,242 | $790,334 | 0.16% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,535 | $758,660 | 0.15% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.