Buffington Mohr McNeal

CIK

1317829

Location

BOISE, ID

Portfolio Value

Small $282,718,527

Diversification

Diversified

Filing Date

Global Rank

#3,184 / 7,987 ▼ 317 · as of Mar 2025

Top Industry

Discount Stores 11.1%

3Y Alpha vs SPY

+1.4%

Period ended 1 year ago

Filed Apr 28, 2025 · 1y

21 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.3%

SPY

+76.0%

Annualised alpha

+1.2%

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

78 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

10.8%

+1.9 pts

Top 5

34.2%

+2.6 pts

Top 10

54.1%

+2.8 pts

HHI

438

Diversified+58

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Technology	24.7%	$69,726,607	12
Financial Services	21.4%	$60,483,426	15
Industrials	14.0%	$39,720,345	15
Healthcare	13.8%	$38,982,796	12
Consumer Defensive	11.4%	$32,133,881	5
Basic Materials	5.4%	$15,378,620	2
Consumer Cyclical	4.6%	$12,979,362	3
Unclassified	1.9%	$5,460,244	4
Utilities	1.0%	$2,878,999	2
Communication Services	1.0%	$2,790,991	4
Energy	0.5%	$1,333,475	2
Real Estate	0.3%	$849,781	2

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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	$1,038,799
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

78 positions · $282,718,527 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 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	32,188	-2,850	$30,442,766	−5.2%	10.77%
MSFT	Microsoft Corp Technology	Reduced	68,770	-6,566	$25,815,570	−18.7%	9.13%
APH	Amphenol Corp /De/ Technology	Reduced	216,946	-34,266	$14,229,488	−18.4%	5.03%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	54,788	-12,380	$13,439,496	−16.5%	4.75%
V	Visa Inc. Financial Services	Reduced	36,732	-4,682	$12,873,096	−1.6%	4.55%
AAPL	Apple Inc. Technology	Reduced	53,639	-7,681	$11,914,831	−22.4%	4.21%
KKR	KKR & Co. Inc. Financial Services	Reduced	100,539	-16,066	$11,623,313	−32.6%	4.11%
URI	United Rentals, Inc. Industrials	Reduced	17,480	-2,132	$10,954,716	−20.7%	3.87%
DHR	Danaher Corp /De/ Healthcare	Reduced	53,430	-9,524	$10,953,150	−24.2%	3.87%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	21,714	-5,017	$10,804,886	−22.3%	3.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	52,124	-10,546	$9,917,112	−27.9%	3.51%
AME	Ametek Inc/ Industrials	Reduced	56,588	-6,762	$9,741,058	−14.7%	3.45%
ABT	Abbott Laboratories Healthcare	Reduced	68,907	-2,777	$9,140,513	+12.7%	3.23%
RSG	Republic Services, Inc. Industrials	Reduced	35,275	-6,559	$8,542,194	+1.5%	3.02%
ECL	Ecolab Inc. Basic Materials	Reduced	32,569	-1,658	$8,256,892	+3.0%	2.92%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	171,452	-26,016	$7,154,691	−17.6%	2.53%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	24,148	-5,876	$7,121,728	−18.2%	2.52%
SPGI	S&P Global Inc. Financial Services	Reduced	12,275	-869	$5,900,593	−4.7%	2.09%
AVGO	Broadcom Inc. Technology	Reduced	34,778	-1,038	$5,822,880	−29.9%	2.06%
MRK	Merck & Co., Inc. Healthcare	Reduced	61,540	-17,031	$5,523,830	−29.3%	1.95%
AMD	Advanced Micro Devices Inc Technology	Reduced	46,322	-15,166	$4,759,122	−35.9%	1.68%
MU	Micron Technology Inc Technology	Added	46,983	+933	$4,082,352	+5.3%	1.44%
FISV	Fiserv Inc	Reduced	17,780	-12,503	$3,926,357	−36.9%	1.39%
PH	Parker-Hannifin Corp Industrials	Reduced	5,752	-717	$3,496,353	−15.0%	1.24%
IDA	Idacorp Inc Utilities	Added	21,871	+16,950	$2,541,847	+372.7%	0.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,552	-368	$2,424,304	+8.7%	0.86%
GOOGL	Alphabet Inc. Communication Services	Reduced	14,099	-1,661	$2,180,269	−26.9%	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,658	-6,777	$2,073,600	−57.1%	0.73%
WFC	Wells Fargo & Company/Mn Financial Services	Added	26,611	+3,809	$1,910,403	+19.3%	0.68%
USB	US Bancorp De Financial Services	Reduced	28,762	-3,421	$1,214,331	−21.1%	0.43%
GS	Goldman Sachs Group Inc Financial Services	NEW	1,992	NEW	$1,088,209	NEW	0.38%
HON	Honeywell International Inc Industrials	Reduced	4,963	-5,334	$1,038,799	−54.8%	0.37%
MS	Morgan Stanley Financial Services	Reduced	8,765	-2,675	$1,022,612	−28.9%	0.36%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	8,117	-159	$988,650	−1.1%	0.35%
UNP	Union Pacific Corp Industrials	Reduced	3,807	-16	$899,365	+3.2%	0.32%
RTX	RTX Corp Industrials	Reduced	6,640	-7,046	$879,534	−44.5%	0.31%
ETN	Eaton Corp plc Industrials	Reduced	3,133	-588	$851,643	−31.0%	0.30%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	13,200	-1,209	$836,880	−14.9%	0.30%
NVDA	Nvidia Corp Technology	Reduced	7,471	-292	$809,706	−22.3%	0.29%
CVX	Chevron Corp Energy	Reduced	4,535	-23,848	$758,660	−81.5%	0.27%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,343	-815	$751,260	−40.6%	0.27%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	6,804	-1,496	$749,052	−13.8%	0.26%
ADP	Automatic Data Processing Inc Technology	Held	2,288	0	$699,052	+4.4%	0.25%
EMR	Emerson Electric Co Industrials	Added	6,267	+3,335	$687,113	+89.1%	0.24%
ECPG	Encore Capital Group Inc Financial Services	NEW	20,000	NEW	$685,600	NEW	0.24%
FDX	Fedex Corp Industrials	Reduced	3,242	-20	$636,853	−13.9%	0.23%
CCI	Crown Castle Inc. Real Estate	Reduced	5,900	-847	$614,957	+0.4%	0.22%
TXN	Texas Instruments Inc Technology	Reduced	3,320	-3,842	$596,604	−55.6%	0.21%
EPD	Enterprise Products Partners L.P. Energy	Reduced	16,837	-695	$574,815	+4.5%	0.20%
QQQ	Invesco Qqq Trust, Series 1	Held	1,202	0	$563,641	−8.3%	0.20%