Buttonwood Financial Advisors Inc.

CIK

1904033

Location

BALTIMORE, MD

Portfolio Value

Small $176,542,902

Diversification

Diversified

Filing Date

Global Rank

#4,466 / 8,603 ▲ 156 · as of Mar 2026

Top Industry

Internet Content & Information 15.4%

3Y Alpha vs SPY

-1.9%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

18 quarters · since Dec 2021

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

+67.5%

SPY

+76.0%

Annualised alpha

-2.0%

Max drawdown

−17.0%

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

82 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.4%

−2.2 pts

Top 5

31.1%

−5.1 pts

Top 10

47.6%

−4.2 pts

HHI

343

Diversified−71

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.8%	$52,533,289	17
Financial Services	22.4%	$39,514,224	15
Communication Services	17.2%	$30,341,416	4
Consumer Cyclical	9.0%	$15,938,745	11
Industrials	6.9%	$12,200,337	12
Consumer Defensive	5.2%	$9,212,376	8
Energy	3.4%	$6,015,886	2
Unclassified	2.4%	$4,158,111	2
Real Estate	1.8%	$3,104,456	2
Healthcare	1.4%	$2,545,775	5
Utilities	0.6%	$978,287	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
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	$2,851,830
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
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
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
META	Meta Platforms, Inc.	−227	14,465	$8,275,860
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	29,155	$3,048,155
FICO	Fair Isaac Corp	1,931	$2,061,419
LPLA	LPL Financial Holdings Inc.	2,615	$786,670
BR	Broadridge Financial Solutions, Inc.	4,594	$746,433
NOC	Northrop Grumman Corp /De/	325	$221,728
No positions match the current search.

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.

Portfolio Positions

Compact Export CSV View 13F filing

82 positions · $176,542,902 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 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	63,630	-6,637	$18,297,442	−16.8%	10.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	22,780	-210	$10,916,176	−5.5%	6.18%
MSFT	Microsoft Corp Technology	Added	26,732	+641	$9,895,384	−21.6%	5.61%
META	Meta Platforms, Inc. Communication Services	Reduced	14,465	-227	$8,275,860	−14.7%	4.69%
ARW	Arrow Electronics, Inc. Technology	Reduced	52,016	-901	$7,459,614	+27.9%	4.23%
TER	Teradyne, Inc Technology	Reduced	23,107	-3,415	$6,850,301	+33.4%	3.88%
MKL	Markel Group Inc. Financial Services	Added	3,558	+20	$6,810,260	−10.5%	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,593	+850	$5,746,794	−6.9%	3.26%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Reduced	107,873	-4,961	$5,256,651	+37.6%	2.98%
AMAT	Applied Materials Inc /De Technology	Reduced	13,135	-734	$4,489,411	+26.0%	2.54%
ASML	Asml Holding NV Technology	Reduced	3,345	-45	$4,418,176	+21.8%	2.50%
V	Visa Inc. Financial Services	Reduced	14,504	-35	$4,383,688	−14.0%	2.48%
MCHP	Microchip Technology Inc Technology	Reduced	66,537	-12,225	$4,298,955	−14.3%	2.44%
SCHW	Schwab Charles Corp Financial Services	Reduced	42,106	-306	$3,957,121	−6.6%	2.24%
AAPL	Apple Inc. Technology	Reduced	14,560	-132	$3,695,182	−7.5%	2.09%
ADBE	Adobe Inc. Technology	Added	13,226	+3,520	$3,214,976	−5.4%	1.82%
FISV	Fiserv Inc	Reduced	57,234	-950	$3,193,657	−18.3%	1.81%
NOW	ServiceNow, Inc. Technology	NEW	29,155	NEW	$3,048,155	NEW	1.73%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	74,170	+642	$3,001,659	−11.0%	1.70%
SPGI	S&P Global Inc. Financial Services	Added	7,087	+4,474	$2,851,830	+120.7%	1.62%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Reduced	39,055	-7,840	$2,709,245	−9.8%	1.53%
CPRT	Copart Inc Industrials	Added	79,102	+61,401	$2,626,186	+279.0%	1.49%
CSGP	Costar Group, Inc. Real Estate	Added	64,632	+57,551	$2,607,254	+447.6%	1.48%
AXP	American Express Co Financial Services	Reduced	8,102	-333	$2,450,692	−21.5%	1.39%
LMT	Lockheed Martin Corp Industrials	Reduced	3,583	-22	$2,165,529	+24.2%	1.23%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	66,624	-323	$2,132,634	−13.9%	1.21%
EMR	Emerson Electric Co Industrials	Reduced	15,951	-523	$2,089,900	−4.4%	1.18%
FICO	Fair Isaac Corp Technology	NEW	1,931	NEW	$2,061,419	NEW	1.17%
DIS	Walt Disney Co Communication Services	Reduced	20,052	-2,755	$1,932,611	−25.5%	1.09%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,850	-135	$1,924,006	−6.6%	1.09%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	21,190	-2,735	$1,898,412	−5.8%	1.08%
NFLX	Netflix Inc Communication Services	Reduced	19,090	-14	$1,835,503	+2.5%	1.04%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,627	-578	$1,805,556	+3.1%	1.02%
HSY	Hershey Co Consumer Defensive	Reduced	8,130	-101	$1,690,145	+12.8%	0.96%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,437	+19	$1,378,975	+2.1%	0.78%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	5,609	-40	$1,325,294	−2.7%	0.75%
BLK	BlackRock, Inc. Financial Services	Reduced	1,249	-14	$1,201,175	−11.1%	0.68%
GE	General Electric Co Industrials	Reduced	4,114	-71	$1,167,429	−9.4%	0.66%
ACN	Accenture plc Technology	Reduced	5,790	-20	$1,148,099	−26.3%	0.65%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,051	-14	$1,047,247	+14.0%	0.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,335	-63	$981,023	−10.4%	0.56%
SPY	Spdr S&P 500 ETF Trust	Held	1,483	0	$964,454	−4.6%	0.55%
GEV	GE Vernova Inc. Industrials	Reduced	1,064	-47	$928,765	+27.9%	0.53%
MMM	3M Co Industrials	Reduced	6,112	-51	$887,645	−10.0%	0.50%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	5,141	-11	$808,576	−3.1%	0.46%
LPLA	LPL Financial Holdings Inc. Financial Services	NEW	2,615	NEW	$786,670	NEW	0.45%
SLB	Slb Limited/Nv Energy	Reduced	14,774	-7	$759,235	+33.8%	0.43%
BR	Broadridge Financial Solutions, Inc. Technology	NEW	4,594	NEW	$746,433	NEW	0.42%
ABBV	AbbVie Inc. Healthcare	Reduced	3,191	-20	$694,010	−5.4%	0.39%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,789	-562	$691,723	−9.8%	0.39%