Buffington Mohr McNeal
Filing Date
Global Rank
#3,189
/ 7,982
▼ 324
Top Industry
Discount Stores
11.1%
3Y Alpha vs SPY
+0.6%
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
+79.6%
SPY
+76.8%
Annualised alpha
+0.6%
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 |
|---|---|---|---|---|---|---|
| NFLX |
Netflix Inc
Communication Services
|
Added | 244 | $22,753 | 0.01% | |
| STEW |
SRH Total Return Fund, Inc.
Financial Services
|
Held | 10,703 | $184,626 | 0.06% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Reduced | 1,059 | $201,273 | 0.07% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 3,339 | $203,645 | 0.07% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 625 | $206,125 | 0.07% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 409 | $214,213 | 0.08% | |
| GLD |
Spdr Gold Trust
|
Reduced | 760 | $218,986 | 0.08% | |
| O |
Realty Income Corp
Real Estate
|
Held | 4,048 | $234,824 | 0.08% | |
| T |
At&T Inc.
Communication Services
|
NEW | 8,556 | $241,963 | 0.09% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Held | 3,500 | $253,680 | 0.09% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 3,596 | $257,545 | 0.09% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,063 | $264,325 | 0.09% | |
| VRSK |
Verisk Analytics, Inc.
Industrials
|
NEW | 910 | $270,834 | 0.10% | |
| WAT |
Waters Corp /De/
Healthcare
|
NEW | 770 | $283,798 | 0.10% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 11,262 | $285,379 | 0.10% | |
| PRU |
Prudential Financial Inc
Financial Services
|
Held | 2,600 | $290,368 | 0.10% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 2,057 | $308,426 | 0.11% | |
| MTB |
M&T Bank Corp
Financial Services
|
Reduced | 1,850 | $330,687 | 0.12% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 4,756 | $337,152 | 0.12% | |
| MMM |
3M Co
Industrials
|
Held | 2,300 | $337,778 | 0.12% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
NEW | 988 | $341,097 | 0.12% | |
| BA |
Boeing Co
Industrials
|
NEW | 2,000 | $341,100 | 0.12% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Held | 7,628 | $346,006 | 0.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,284 | $376,092 | 0.13% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
Held | 30,000 | $382,200 | 0.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,655 | $440,305 | 0.15% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 602 | $497,197 | 0.17% | |
| ACN |
Accenture plc
Technology
|
Reduced | 1,703 | $531,404 | 0.19% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,202 | $563,641 | 0.20% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 16,837 | $574,815 | 0.20% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 3,320 | $596,604 | 0.21% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Reduced | 5,900 | $614,957 | 0.22% | |
| ECPG |
Encore Capital Group Inc
Financial Services
|
NEW | 20,000 | $685,600 | 0.24% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 6,267 | $687,113 | 0.24% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 2,288 | $699,052 | 0.25% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
Reduced | 6,804 | $749,052 | 0.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,343 | $751,260 | 0.26% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 4,535 | $758,660 | 0.27% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 3,242 | $790,334 | 0.28% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,471 | $809,706 | 0.28% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Reduced | 13,200 | $836,880 | 0.29% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 3,133 | $851,643 | 0.30% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 6,640 | $879,534 | 0.31% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 3,807 | $899,365 | 0.32% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 8,117 | $988,650 | 0.35% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 4,963 | $990,495 | 0.35% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 8,539 | $1,015,543 | 0.36% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 8,765 | $1,022,612 | 0.36% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
NEW | 1,992 | $1,088,209 | 0.38% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 28,762 | $1,214,331 | 0.43% |