Buffington Mohr McNeal
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 71.4%; sector active share 32.9% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
110 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024Portfolio Trend
Sector Breakdown
As of Mar 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 42.9% | $214,850,815 |
| Technology | 13.9% | $69,726,607 |
| Financial Services | 12.1% | $60,819,760 |
| Industrials | 8.0% | $39,885,942 |
| Healthcare | 7.8% | $38,982,796 |
| Consumer Defensive | 6.5% | $32,397,951 |
| 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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IJR | iShares Core S&P Small-Cap ETF | +126,718 | 129,642 | $13,556,663 | |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | +85,538 | 164,698 | $3,982,397 | |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | +33,052 | 46,996 | $1,187,118 | |
| IDA | Idacorp Inc | +16,950 | 21,871 | $2,541,847 | |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | +12,230 | 673,998 | $13,985,458 | |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | +9,100 | 634,284 | $13,776,648 | |
| WFC | Wells Fargo & Company | +3,809 | 26,611 | $1,910,403 | |
| IVV | iShares Core S&P 500 ETF | +3,519 | 55,647 | $31,268,049 | |
| EMR | Emerson Electric Co | +3,335 | 6,267 | $687,113 | |
| IJH | iShares Core S&P Mid-Cap ETF | +2,570 | 41,081 | $2,397,076 | |
| IBMO | iShares iBonds Dec 2026 Term Muni Bond ETF | +981 | 11,490 | $293,684 | |
| 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| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| APH | Amphenol Corp | −34,266 | 216,946 | $14,229,488 | |
| IGEB | iShares Investment Grade Systematic Bond ETF | −30,625 | 5,875 | $264,433 | |
| BAC | Bank Of America Corp | −26,016 | 171,452 | $7,154,691 | |
| UL | Unilever PLC | −25,675 | 4,430 | $264,070 | |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | −24,921 | 571,694 | $13,840,711 | |
| CVX | Chevron Corp | −23,848 | 4,535 | $758,660 | |
| JIRE | JPMorgan International Research Enhanced Equity 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 | |
| DHR | Danaher Corp | −9,524 | 53,430 | $10,953,150 | |
| GOOG | Alphabet Inc. | −8,787 | 46,385 | $7,246,728 | |
| RSP | Victory Portfolios II | −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 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GS | Goldman Sachs Group Inc | 1,992 | $1,088,209 | |
| ECPG | Encore Capital Group Inc | 20,000 | $685,600 | |
| FDVV | Fidelity High Dividend ETF | 7,726 | $383,209 | |
| BA | Boeing Co | 2,000 | $341,100 | |
| AJG | Arthur J. Gallagher & Co. | 988 | $341,097 | |
| WAT | Waters Corp | 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 361,817 | $15,923,566 | |
| FCX | Freeport-Mcmoran Inc | 115,652 | $4,404,028 | |
| VMC | Vulcan Materials CO | 5,490 | $1,412,192 | |
| IHAK | iShares Cybersecurity and Tech ETF | 24,918 | $1,215,749 | |
| IEX | Idex Corp | 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 | 10,461 | $497,106 | |
| VLTO | Veralto Corp | 4,109 | $418,501 | |
| VIG | Vanguard Specialized Funds | 2,117 | $414,572 | |
| NEM | NEWMONT Corp | 9,185 | $341,865 | |
| AFL | Aflac Inc | 3,166 | $327,491 | |
| HSIC | Henry Schein Inc | 4,705 | $325,586 | |
| COPX | Global X Copper Miners ETF | 8,000 | $305,440 | |
| DGRO | iShares Core Dividend Growth ETF | 4,894 | $300,197 | |
| 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 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | 3,950 | $219,027 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 2,106,667 | $46,515,207 | 9.28% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 55,647 | $31,268,049 | 6.24% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 32,188 | $30,442,766 | 6.07% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 68,770 | $25,815,570 | 5.15% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 106,298 | $21,948,411 | 4.38% | |
| JIRE |
JPMorgan International Research Enhanced Equity ETF
|
Reduced | 253,125 | $16,129,125 | 3.22% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
Reduced | 306,263 | $15,530,596 | 3.10% | |
| APH |
Amphenol Corp
Technology
|
Reduced | 216,946 | $14,229,488 | 2.84% | |
| IBDW |
iShares iBonds Dec 2031 Term Corporate ETF
|
Added | 673,998 | $13,985,458 | 2.79% | |
| IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
|
Reduced | 571,694 | $13,840,711 | 2.76% | |
| IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
|
Added | 634,284 | $13,776,648 | 2.75% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 129,642 | $13,556,663 | 2.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 54,788 | $13,439,496 | 2.68% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 36,732 | $12,873,096 | 2.57% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 53,639 | $11,914,831 | 2.38% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Reduced | 100,539 | $11,623,313 | 2.32% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 17,480 | $10,954,716 | 2.19% | |
| DHR |
Danaher Corp
Healthcare
|
Reduced | 53,430 | $10,953,150 | 2.18% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 21,714 | $10,804,886 | 2.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 52,124 | $9,917,112 | 1.98% | |
| AME |
Ametek Inc
Industrials
|
Reduced | 56,588 | $9,741,058 | 1.94% | |
| 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 | 1.65% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 46,385 | $7,246,728 | 1.45% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 171,452 | $7,154,691 | 1.43% | |
| 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% | |
| IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
|
Added | 164,698 | $3,982,397 | 0.79% | |
| FISV |
Fiserv Inc
|
Reduced | 17,780 | $3,926,357 | 0.78% | |
| RSP |
Victory Portfolios II
|
Reduced | 21,627 | $3,746,445 | 0.75% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 5,752 | $3,496,353 | 0.70% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Reduced | 59,239 | $3,102,346 | 0.62% | |
| 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% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 41,081 | $2,397,076 | 0.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 14,099 | $2,180,269 | 0.43% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 4,036 | $2,074,140 | 0.41% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,658 | $2,073,600 | 0.41% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Added | 26,611 | $1,910,403 | 0.38% | |
| FTEC |
Fidelity MSCI Information Technology Index ETF
|
Reduced | 9,239 | $1,489,973 | 0.30% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 28,762 | $1,214,331 | 0.24% | |
| IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
|
Added | 46,996 | $1,187,118 | 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% |
Showing the top 50 of 110 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.