Buttonwood Financial Advisors Inc.
Filing Date
Global Rank
#4,412
/ 8,592
▲ 150
Top Industry
Internet Content & Information
14.9%
3Y Alpha vs SPY
-2.0%
Period ended 3 months ago
Filed Apr 21, 2026 · 59d
18 quarters · since Dec 2021
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
+68.1%
SPY
+76.8%
Annualised alpha
-2.0%
Max drawdown
−16.8%
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
83 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.0%
−2.2 pts
Top 5
30.0%
−5.2 pts
Top 10
46.2%
−4.1 pts
HHI
328
Diversified−68
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.9% | $52,816,875 |
| Financial Services | 21.7% | $39,676,778 |
| Communication Services | 16.6% | $30,341,416 |
| Consumer Cyclical | 9.2% | $16,722,875 |
| Industrials | 6.7% | $12,200,337 |
| Energy | 5.9% | $10,807,593 |
| Consumer Defensive | 5.0% | $9,212,376 |
| Unclassified | 2.3% | $4,158,111 |
| Real Estate | 1.7% | $3,104,456 |
| Healthcare | 1.4% | $2,545,775 |
| Utilities | 0.5% | $978,287 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CPRT | Copart Inc | +61,401 | 79,102 | $2,626,186 | |
| CSGP | Costar Group, Inc. | +57,551 | 64,632 | $2,607,254 | |
| SPGI | S&P Global Inc. | +4,474 | 7,087 | $3,014,384 | |
| ADBE | Adobe Inc. | +3,520 | 13,226 | $3,214,976 | |
| AMZN | Amazon Com Inc | +850 | 27,593 | $5,746,794 | |
| BN | BROOKFIELD Corp /ON/ | +642 | 74,170 | $3,001,659 | |
| MSFT | Microsoft Corp | +641 | 26,732 | $9,895,384 | |
| MKL | Markel Group Inc. | +20 | 3,558 | $6,810,260 | |
| MCD | Mcdonalds Corp | +19 | 4,437 | $1,378,975 | |
| SYK | Stryker Corp | +1 | 1,652 | $542,830 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MCHP | Microchip Technology Inc | −12,225 | 66,537 | $4,298,955 | |
| BUD | Anheuser-Busch InBev SA/NV | −7,840 | 39,055 | $2,709,245 | |
| GOOGL | Alphabet Inc. | −6,637 | 63,630 | $18,297,442 | |
| CNQ | Canadian Natural Resources Ltd | −4,961 | 107,873 | $5,256,651 | |
| TER | Teradyne, Inc | −3,415 | 23,107 | $6,850,301 | |
| DIS | Walt Disney Co | −2,755 | 20,052 | $1,932,611 | |
| SBUX | Starbucks Corp | −2,735 | 21,190 | $1,898,412 | |
| XOM | Exxon Mobil Corp | −2,331 | 28,243 | $4,791,707 | |
| EBAY | Ebay Inc | −1,038 | 3,708 | $337,502 | |
| FISV | Fiserv Inc | −950 | 57,234 | $3,193,657 | |
| ARW | Arrow Electronics, Inc. | −901 | 52,016 | $7,459,614 | |
| GPC | Genuine Parts Co | −831 | 2,411 | $254,963 | |
| AMAT | Applied Materials Inc /De | −734 | 13,135 | $4,489,411 | |
| KO | Coca Cola Co | −660 | 6,840 | $520,182 | |
| PEP | Pepsico Inc | −578 | 11,627 | $1,805,556 | |
| PG | PROCTER & GAMBLE Co | −562 | 4,789 | $691,723 | |
| EMR | Emerson Electric Co | −523 | 15,951 | $2,089,900 | |
| WMT | Walmart Inc. | −367 | 2,843 | $353,328 | |
| PYPL | PayPal Holdings, Inc. | −338 | 5,663 | $256,137 | |
| AXP | American Express Co | −333 | 8,102 | $2,450,692 | |
| STZ | Constellation Brands, Inc. | −328 | 2,633 | $394,950 | |
| CMG | Chipotle Mexican Grill Inc | −323 | 66,624 | $2,132,634 | |
| SCHW | Schwab Charles Corp | −306 | 42,106 | $3,957,121 | |
| BAC | Bank Of America Corp /De/ | −279 | 12,905 | $629,118 | |
| JNJ | Johnson & Johnson | −251 | 2,640 | $645,321 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IT | Gartner Inc | 6,033 | $1,522,005 | |
| No positions match the current search. | ||||
83 positions ·
$182,564,879 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 83 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 63,630 | $18,297,442 | 10.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 22,780 | $10,916,176 | 5.98% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 26,732 | $9,895,384 | 5.42% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 14,465 | $8,275,860 | 4.53% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
Reduced | 52,016 | $7,459,614 | 4.09% | |
| TER |
Teradyne, Inc
Technology
|
Reduced | 23,107 | $6,850,301 | 3.75% | |
| MKL |
Markel Group Inc.
Financial Services
|
Added | 3,558 | $6,810,260 | 3.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 27,593 | $5,746,794 | 3.15% | |
| CNQ |
Canadian Natural Resources Ltd
Energy
|
Reduced | 107,873 | $5,256,651 | 2.88% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 28,243 | $4,791,707 | 2.62% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 13,135 | $4,489,411 | 2.46% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 3,345 | $4,418,176 | 2.42% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 14,504 | $4,383,688 | 2.40% | |
| MCHP |
Microchip Technology Inc
Technology
|
Reduced | 66,537 | $4,298,955 | 2.35% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 42,106 | $3,957,121 | 2.17% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,560 | $3,695,182 | 2.02% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 13,226 | $3,214,976 | 1.76% | |
| FISV |
Fiserv Inc
|
Reduced | 57,234 | $3,193,657 | 1.75% | |
| NOW |
ServiceNow, Inc.
Technology
|
NEW | 29,155 | $3,048,155 | 1.67% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 7,087 | $3,014,384 | 1.65% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Added | 74,170 | $3,001,659 | 1.64% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Reduced | 39,055 | $2,709,245 | 1.48% | |
| CPRT |
Copart Inc
Industrials
|
Added | 79,102 | $2,626,186 | 1.44% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
Added | 64,632 | $2,607,254 | 1.43% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 8,102 | $2,450,692 | 1.34% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 3,583 | $2,165,529 | 1.19% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Reduced | 66,624 | $2,132,634 | 1.17% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 15,951 | $2,089,900 | 1.14% | |
| FICO |
Fair Isaac Corp
Technology
|
NEW | 1,931 | $2,061,419 | 1.13% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 20,052 | $1,932,611 | 1.06% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 5,850 | $1,924,006 | 1.05% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 21,190 | $1,898,412 | 1.04% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 19,090 | $1,835,503 | 1.01% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 11,627 | $1,805,556 | 0.99% | |
| HSY |
Hershey Co
Consumer Defensive
|
Reduced | 8,130 | $1,690,145 | 0.93% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 4,437 | $1,378,975 | 0.76% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 5,609 | $1,325,294 | 0.73% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 1,249 | $1,201,175 | 0.66% | |
| GE |
General Electric Co
Industrials
|
Reduced | 4,114 | $1,167,429 | 0.64% | |
| ACN |
Accenture plc
Technology
|
Reduced | 5,790 | $1,148,099 | 0.63% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 1,051 | $1,047,247 | 0.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,335 | $981,023 | 0.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 1,483 | $964,454 | 0.53% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 1,064 | $928,765 | 0.51% | |
| MMM |
3M Co
Industrials
|
Reduced | 6,112 | $887,645 | 0.49% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Held | 194 | $816,802 | 0.45% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 5,141 | $808,576 | 0.44% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
NEW | 2,615 | $786,670 | 0.43% | |
| SLB |
Slb Limited/Nv
Energy
|
Reduced | 14,774 | $759,235 | 0.42% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
NEW | 4,594 | $746,433 | 0.41% |