BUFFALO BUSINESS & ESTATE SERVICES LTD

CIK

2103405

Location

ORCHARD PARK, NY

Portfolio Value

Small $404,806,010

Diversification

Diversified

Filing Date

Global Rank

#731 / 2,968 ▲ 2382

Top Industry

Semiconductors 28.6%

3Y Alpha vs SPY

+3.4%

Period ended 30 days ago

Filed Jul 23, 2026 · 7d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+11.2%

SPY

+9.0%

Annualised alpha

+5.6%

Max drawdown

−9.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

21.9%

−2.8 pts

Top 5

51.8%

−7.1 pts

Top 10

66.1%

−4.9 pts

HHI

823

Diversified−158

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	47.9%	$194,024,716	27
Communication Services	11.2%	$45,484,344	4
Consumer Cyclical	10.3%	$41,668,405	6
Industrials	10.0%	$40,580,660	12
Financial Services	8.9%	$36,116,821	11
Healthcare	7.0%	$28,330,197	7
Consumer Defensive	1.5%	$6,119,427	2
Energy	1.2%	$4,848,284	4
Utilities	1.1%	$4,541,307	1
Unclassified	0.5%	$1,909,626	4
Basic Materials	0.3%	$1,182,223	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+32,710	36,208	$10,924,315
COF	Capital One Financial Corp	+12,578	39,444	$7,913,255
GS	Goldman Sachs Group Inc	+10,836	11,778	$11,911,915
HOOD	Robinhood Markets, Inc.	+6,686	21,657	$2,171,763
GEV	GE Vernova Inc.	+6,555	9,923	$11,658,135
LOW	Lowes Companies Inc	+6,542	27,900	$6,151,671
NEE	Nextera Energy Inc	+5,758	51,741	$4,541,307
BA	Boeing Co	+5,648	44,808	$9,699,587
MSFT	Microsoft Corp	+3,048	25,751	$9,605,638
GOOGL	Alphabet Inc.	+1,880	100,130	$35,783,458
JNJ	Johnson & Johnson	+1,494	24,887	$6,320,551
JPM	Jpmorgan Chase & Co	+1,066	19,575	$6,407,484
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+1,006	24,224	$11,568,655
CVX	Chevron Corp	+973	24,098	$3,994,484
MA	Mastercard Inc	+725	11,411	$5,860,689
LMT	Lockheed Martin Corp	+548	8,265	$4,210,686
TT	Trane Technologies plc	+407	9,876	$4,850,696
GLD	Spdr Gold Trust	+339	1,385	$510,206
META	Meta Platforms, Inc.	+336	15,390	$8,669,033
COST	Costco Wholesale Corp /New	+274	6,154	$5,756,882
URI	United Rentals, Inc.	+249	5,798	$6,568,496
SLV	iShares Silver Trust	+138	7,305	$390,598
LLY	ELI LILLY & Co	+99	10,454	$12,538,842
F	Ford Motor Co	+51	13,766	$191,347
QQQ	Invesco Qqq Trust, Series 1	+46	481	$354,208
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	−231,337	10,500	$749,700
NVDA	Nvidia Corp	−74,101	444,013	$88,842,561
AMZN	Amazon Com Inc	−37,465	142,885	$34,055,210
WYFI	WhiteFiber, Inc.	−36,761	13,758	$534,498
PANW	Palo Alto Networks Inc	−16,535	33,497	$11,423,146
UBER	Uber Technologies, Inc	−16,399	12,264	$884,970
AMGN	Amgen Inc	−13,872	1,181	$427,663
AAPL	Apple Inc.	−6,408	133,081	$38,508,318
PLTR	Palantir Technologies Inc.	−2,754	4,129	$481,730
MU	Micron Technology Inc	−1,834	251	$289,726
ALAB	Astera Labs, Inc.	−1,623	1,044	$504,272
ISRG	Intuitive Surgical Inc	−1,392	752	$299,055
GLW	Corning Inc /Ny	−1,353	4,205	$1,074,083
AVGO	Broadcom Inc.	−1,068	29,650	$11,200,287
WMT	Walmart Inc.	−833	3,201	$362,545
SYK	Stryker Corp	−650	974	$306,654
ANET	Arista Networks, Inc.	−158	5,393	$916,162
HD	Home Depot, Inc.	−134	782	$275,795
CRWD	CrowdStrike Holdings, Inc.	−115	2,518	$480,396
MPWR	Monolithic Power Systems, Inc.	−70	385	$532,208
IBIT	iShares Bitcoin Trust ETF	−49	19,664	$654,614
AXP	American Express Co	−45	819	$277,026
BRK-B	Berkshire Hathaway Inc	−41	1,119	$559,936
AMP	Ameriprise Financial Inc	−38	453	$207,818
PWR	Quanta Services, Inc.	−34	1,125	$810,045
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	19,750	$8,208,692
ASML	Asml Holding NV	544	$1,082,255
LIN	Linde PLC	1,614	$837,569
KEEL	Keel Infrastructure Corp.	109,109	$626,285
VRT	Vertiv Holdings Co	1,775	$594,305
MRVL	Marvell Technology, Inc.	1,921	$572,246
XOM	ExxonMobil Holdings Corp	3,205	$438,187
RMBS	Rambus Inc	3,152	$418,396
FORM	Formfactor Inc	2,501	$399,984
HIMX	Himax Technologies, Inc.	25,570	$392,243
BTDR	Bitdeer Technologies Group	23,013	$365,216
SOLS	Solstice Advanced Materials Inc.	3,890	$344,654
SPCX	Space Exploration Technologies Corp	1,716	$293,195
ASYS	Amtech Systems Inc	11,173	$257,872
RCL	Royal Caribbean Cruises Ltd	799	$253,706
AMAT	Applied Materials Inc /De	344	$248,712
ABBV	AbbVie Inc.	909	$228,740
COP	Conocophillips	2,049	$213,014
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
B	Barrick Mining Corp	55,131	$2,248,793
CRWV	CoreWeave, Inc.	4,360	$337,769
ORCL	Oracle Corp	1,440	$211,838
BX	Blackstone Inc.	1,754	$201,692
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

80 tracked positions · $404,806,010 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 80 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	444,013	-74,101	$88,842,561	−1.7%	21.95%
AAPL	Apple Inc. Technology	Reduced	133,081	-6,408	$38,508,318	+8.8%	9.51%
GOOGL	Alphabet Inc. Communication Services	Added	100,130	+1,880	$35,783,458	+26.7%	8.84%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	142,885	-37,465	$34,055,210	−9.3%	8.41%
LLY	ELI LILLY & Co Healthcare	Added	10,454	+99	$12,538,842	+31.7%	3.10%
GS	Goldman Sachs Group Inc Financial Services	Added	11,778	+10,836	$11,911,915	+1394.7%	2.94%
GEV	GE Vernova Inc. Industrials	Added	9,923	+6,555	$11,658,135	+296.5%	2.88%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	24,224	+1,006	$11,568,655	+47.4%	2.86%
PANW	Palo Alto Networks Inc Technology	Reduced	33,497	-16,535	$11,423,146	+42.4%	2.82%
AVGO	Broadcom Inc. Technology	Reduced	29,650	-1,068	$11,200,287	+17.8%	2.77%
KLAC	Kla Corp Technology	Added	36,208	+32,710	$10,924,315	+112.1%	2.70%
BA	Boeing Co Industrials	Added	44,808	+5,648	$9,699,587	+24.4%	2.40%
MSFT	Microsoft Corp Technology	Added	25,751	+3,048	$9,605,638	+14.3%	2.37%
META	Meta Platforms, Inc. Communication Services	Added	15,390	+336	$8,669,033	+0.7%	2.14%
UNH	Unitedhealth Group Inc Healthcare	NEW	19,750	NEW	$8,208,692	NEW	2.03%
COF	Capital One Financial Corp Financial Services	Added	39,444	+12,578	$7,913,255	+61.5%	1.95%
URI	United Rentals, Inc. Industrials	Added	5,798	+249	$6,568,496	+62.5%	1.62%
JPM	Jpmorgan Chase & Co Financial Services	Added	19,575	+1,066	$6,407,484	+17.7%	1.58%
JNJ	Johnson & Johnson Healthcare	Added	24,887	+1,494	$6,320,551	+10.5%	1.56%
LOW	Lowes Companies Inc Consumer Cyclical	Added	27,900	+6,542	$6,151,671	+21.9%	1.52%
MA	Mastercard Inc Financial Services	Added	11,411	+725	$5,860,689	+9.8%	1.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,154	+274	$5,756,882	−1.7%	1.42%
TT	Trane Technologies plc Industrials	Added	9,876	+407	$4,850,696	+22.9%	1.20%
NEE	Nextera Energy Inc Utilities	Added	51,741	+5,758	$4,541,307	+6.3%	1.12%
LMT	Lockheed Martin Corp Industrials	Added	8,265	+548	$4,210,686	−9.7%	1.04%
CVX	Chevron Corp Energy	Added	24,098	+973	$3,994,484	−16.5%	0.99%
HOOD	Robinhood Markets, Inc. Financial Services	Added	21,657	+6,686	$2,171,763	+109.3%	0.54%
ASML	Asml Holding NV Technology	NEW	544	NEW	$1,082,255	NEW	0.27%
GLW	Corning Inc /Ny Technology	Reduced	4,205	-1,353	$1,074,083	+42.1%	0.27%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,673	-12	$971,862	+183.5%	0.24%
STX	Seagate Technology Holdings plc Technology	Added	952	+4	$918,680	+147.4%	0.23%
ANET	Arista Networks, Inc. Technology	Reduced	5,393	-158	$916,162	+34.4%	0.23%
UBER	Uber Technologies, Inc Technology	Reduced	12,264	-16,399	$884,970	−57.1%	0.22%
LIN	Linde PLC Basic Materials	NEW	1,614	NEW	$837,569	NEW	0.21%
PWR	Quanta Services, Inc. Industrials	Reduced	1,125	-34	$810,045	+27.3%	0.20%
CAT	Caterpillar Inc Industrials	Reduced	756	-3	$805,064	+49.7%	0.20%
NFLX	Netflix Inc Communication Services	Reduced	10,500	-231,337	$749,700	−96.8%	0.19%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,761	0	$740,676	+13.1%	0.18%
IBIT	iShares Bitcoin Trust ETF	Reduced	19,664	-49	$654,614	−13.6%	0.16%
KEEL	Keel Infrastructure Corp. Technology	NEW	109,109	NEW	$626,285	NEW	0.15%
VRT	Vertiv Holdings Co Industrials	NEW	1,775	NEW	$594,305	NEW	0.15%
MRVL	Marvell Technology, Inc. Technology	NEW	1,921	NEW	$572,246	NEW	0.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,119	-41	$559,936	+0.7%	0.14%
WYFI	WhiteFiber, Inc. Technology	Reduced	13,758	-36,761	$534,498	−11.2%	0.13%
MPWR	Monolithic Power Systems, Inc. Technology	Reduced	385	-70	$532,208	+7.0%	0.13%
GLD	Spdr Gold Trust	Added	1,385	+339	$510,206	+13.4%	0.13%
ALAB	Astera Labs, Inc. Technology	Reduced	1,044	-1,623	$504,272	+72.5%	0.12%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,129	-2,754	$481,730	−52.2%	0.12%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	2,518	-115	$480,396	−53.3%	0.12%
XOM	ExxonMobil Holdings Corp Energy	NEW	3,205	NEW	$438,187	NEW	0.11%

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.