BUFFALO BUSINESS & ESTATE SERVICES LTD
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: no common-share positions to compare.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
105 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 49.0% | $388,178,262 |
| Technology | 24.7% | $195,466,933 |
| Communication Services | 5.8% | $45,839,550 |
| Consumer Cyclical | 5.3% | $41,668,334 |
| Industrials | 5.1% | $40,581,647 |
| Financial Services | 4.6% | $36,117,035 |
| Healthcare | 3.6% | $28,330,038 |
| Consumer Defensive | 0.8% | $6,118,942 |
| Energy | 0.6% | $4,848,439 |
| Utilities | 0.6% | $4,541,266 |
| Basic Materials | 0.1% | $1,181,979 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 1,629,062 | $134,804,880 | |
| NVDA | Nvidia Corp | 518,114 | $90,359,081 | |
| VTV | VANGUARD VALUE INDEX FUND | 338,073 | $66,329,922 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 427,728 | $42,460,558 | |
| IEFA | iShares Core MSCI EAFE ETF | 448,331 | $40,587,405 | |
| AMZN | Amazon Com Inc | 180,350 | $37,561,494 | |
| AAPL | Apple Inc. | 139,489 | $35,400,913 | |
| GOOGL | Alphabet Inc. | 98,250 | $28,252,770 | |
| NFLX | Netflix Inc | 241,837 | $23,252,627 | |
| LLY | ELI LILLY & Co | 10,355 | $9,524,218 | |
| AVGO | Broadcom Inc. | 30,718 | $9,507,528 | |
| META | Meta Platforms, Inc. | 15,054 | $8,612,845 | |
| TLT | iShares 20+ Year Treasury Bond ETF | 97,625 | $8,463,111 | |
| MSFT | Microsoft Corp | 22,703 | $8,403,969 | |
| PANW | Palo Alto Networks Inc | 50,032 | $8,021,130 | |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 79,393 | $7,988,523 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 23,218 | $7,846,523 | |
| BA | Boeing Co | 39,160 | $7,794,014 | |
| IWF | iShares Russell 1000 Growth ETF | 14,698 | $6,267,227 | |
| COST | Costco Wholesale Corp | 5,880 | $5,859,008 | |
| JNJ | Johnson & Johnson | 23,393 | $5,718,184 | |
| JPM | Jpmorgan Chase & Co | 18,509 | $5,444,607 | |
| MA | Mastercard Inc | 10,686 | $5,339,366 | |
| AMGN | Amgen Inc | 15,053 | $5,296,398 | |
| KLAC | Kla Corp | 3,498 | $5,150,490 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Reduced | 1,394,338 | $115,242,025 | 14.53% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 444,013 | $88,842,542 | 11.21% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 368,698 | $80,350,458 | 10.13% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Added | 1,190,935 | $62,416,916 | 7.87% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 432,600 | $41,780,497 | 5.27% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 133,081 | $38,508,357 | 4.86% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Reduced | 386,659 | $38,271,465 | 4.83% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 100,130 | $35,783,612 | 4.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 142,885 | $34,055,206 | 4.30% | |
| IJK |
iShares S&P Mid-Cap 400 Growth ETF
|
Added | 143,117 | $16,816,230 | 2.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 10,454 | $12,538,630 | 1.58% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 11,778 | $11,911,653 | 1.50% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 9,923 | $11,658,173 | 1.47% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 24,224 | $11,568,607 | 1.46% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 33,497 | $11,423,142 | 1.44% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 29,650 | $11,200,460 | 1.41% | |
| KLAC |
Kla Corp
Technology
|
Added | 36,208 | $10,924,367 | 1.38% | |
| BA |
Boeing Co
Industrials
|
Added | 44,808 | $9,699,588 | 1.22% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 25,751 | $9,605,811 | 1.21% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 15,390 | $8,668,923 | 1.09% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 19,750 | $8,208,869 | 1.04% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 39,444 | $7,913,194 | 1.00% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 63,166 | $7,843,324 | 0.99% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 5,798 | $6,568,956 | 0.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 19,575 | $6,407,480 | 0.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 24,887 | $6,320,454 | 0.80% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 27,900 | $6,151,710 | 0.78% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 11,411 | $5,860,632 | 0.74% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 6,154 | $5,756,441 | 0.73% | |
| IWD |
iShares Russell 1000 Value ETF
|
Added | 23,120 | $5,604,948 | 0.71% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 9,876 | $4,850,743 | 0.61% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Added | 40,468 | $4,815,301 | 0.61% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 51,741 | $4,541,266 | 0.57% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 59,247 | $4,221,317 | 0.53% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 8,265 | $4,210,743 | 0.53% | |
| CVX |
Chevron Corp
Energy
|
Added | 24,098 | $3,994,517 | 0.50% | |
| HOOD |
Robinhood Markets, Inc.
Financial Services
|
Added | 21,657 | $2,171,723 | 0.27% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 2,518 | $1,921,603 | 0.24% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Added | 15,373 | $1,695,901 | 0.21% | |
| IWM |
iShares Russell 2000 ETF
|
Added | 4,731 | $1,421,280 | 0.18% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 1,882 | $1,292,653 | 0.16% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 544 | $1,082,255 | 0.14% | |
| GLW |
Corning Inc
Technology
|
Reduced | 4,205 | $1,074,209 | 0.14% | |
| IGV |
iShares Expanded Tech-Software Sector ETF
|
NEW | 11,387 | $1,031,638 | 0.13% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 1,673 | $971,862 | 0.12% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 952 | $919,118 | 0.12% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 5,393 | $916,163 | 0.12% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 12,264 | $884,970 | 0.11% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 1,614 | $837,310 | 0.11% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 1,125 | $810,243 | 0.10% |
Showing the top 50 of 105 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.