BUFFALO BUSINESS & ESTATE SERVICES LTD

CIK

2103405

Location

ORCHARD PARK, NY

Portfolio Value

Small $359,243,645

Diversification

Diversified

Filing Date

Global Rank

#3,113 / 8,603 ▲ 5 · as of Mar 2026

Top Industry

Semiconductors 30.7%

3Y Alpha vs SPY

+2.4%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.6%

SPY

+10.0%

Annualised alpha

+4.7%

Max drawdown

−9.6%

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

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

Top Position

25.2%

−0.6 pts

Top 5

59.8%

+2.7 pts

Top 10

72.1%

+0.5 pts

HHI

1,008

Diversified+3

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.8%	$168,176,654	20
Communication Services	16.8%	$60,453,126	4
Consumer Cyclical	12.2%	$43,722,147	5
Industrials	7.1%	$25,487,017	10
Healthcare	6.1%	$22,060,792	5
Financial Services	5.4%	$19,486,331	12
Consumer Defensive	1.8%	$6,360,353	2
Energy	1.4%	$5,030,643	2
Utilities	1.2%	$4,270,901	1
Basic Materials	0.6%	$2,248,793	1
Unclassified	0.5%	$1,946,888	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+91,504	241,837	$23,252,627
AMZN	Amazon Com Inc	+47,838	180,350	$37,561,494
NEE	Nextera Energy Inc	+43,338	45,983	$4,270,901
BA	Boeing Co	+31,897	39,160	$7,794,014
PANW	Palo Alto Networks Inc	+9,578	50,032	$8,021,130
COF	Capital One Financial Corp	+4,418	26,866	$4,901,164
NVDA	Nvidia Corp	+2,486	518,114	$90,359,081
MSFT	Microsoft Corp	+2,396	22,703	$8,403,969
AVGO	Broadcom Inc.	+2,367	30,718	$9,507,528
AAPL	Apple Inc.	+2,272	139,489	$35,400,913
SLV	iShares Silver Trust	+1,965	7,167	$488,359
HOOD	Robinhood Markets, Inc.	+1,755	14,971	$1,037,490
F	Ford Motor Co	+1,483	13,715	$158,271
META	Meta Platforms, Inc.	+1,337	15,054	$8,612,845
MA	Mastercard Inc	+1,147	10,686	$5,339,366
JPM	Jpmorgan Chase & Co	+1,113	18,509	$5,444,607
UBER	Uber Technologies, Inc	+465	28,663	$2,061,729
WMT	Walmart Inc.	+292	4,034	$501,345
GS	Goldman Sachs Group Inc	+100	942	$796,922
GEV	GE Vernova Inc.	+73	3,368	$2,939,927
NFG	National Fuel Gas Co	+56	2,619	$246,081
LOW	Lowes Companies Inc	+18	21,358	$5,046,468
GLD	Spdr Gold Trust	+5	1,046	$450,083
QQQ	Invesco Qqq Trust, Series 1	+1	435	$251,073
MTB	M&T Bank Corp	+1	1,305	$269,769
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	−79,159	6,883	$1,006,845
GOOGL	Alphabet Inc.	−8,672	98,250	$28,252,770
B	Barrick Mining Corp	−6,917	55,131	$2,248,793
CVX	Chevron Corp	−3,846	23,125	$4,784,562
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−3,516	23,218	$7,846,523
CRWV	CoreWeave, Inc.	−2,383	4,360	$337,769
JNJ	Johnson & Johnson	−2,054	23,393	$5,718,184
LMT	Lockheed Martin Corp	−2,017	7,717	$4,664,077
AMGN	Amgen Inc	−1,663	15,053	$5,296,398
TT	Trane Technologies plc	−1,643	9,469	$3,946,111
CRWD	CrowdStrike Holdings, Inc.	−1,296	2,633	$256,987
ANET	Arista Networks, Inc.	−785	5,551	$681,551
BX	Blackstone Inc.	−700	1,754	$201,692
KLAC	Kla Corp	−612	3,498	$515,049
ORCL	Oracle Corp	−585	1,440	$211,838
COST	Costco Wholesale Corp /New	−570	5,880	$5,859,008
SYK	Stryker Corp	−408	1,624	$533,630
VZ	Verizon Communications Inc	−329	6,671	$334,884
AXP	American Express Co	−279	864	$261,342
ISRG	Intuitive Surgical Inc	−263	2,144	$988,362
AMP	Ameriprise Financial Inc	−249	491	$218,200
LLY	ELI LILLY & Co	−209	10,355	$9,524,218
PWR	Quanta Services, Inc.	−198	1,159	$636,314
URI	United Rentals, Inc.	−177	5,549	$4,042,779
BRK-B	Berkshire Hathaway Inc	−110	1,160	$555,872
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	5,558	$755,721
MU	Micron Technology Inc	2,085	$704,396
WYFI	WhiteFiber, Inc.	50,519	$601,681
ALAB	Astera Labs, Inc.	2,667	$292,303
NBTB	Nbt Bancorp Inc	4,748	$202,169
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
CEG	Constellation Energy Corp	11,154	$3,940,373
SNOW	Snowflake Inc.	3,683	$807,902
RDDT	Reddit, Inc.	1,795	$412,616
IBM	International Business Machines Corp	1,116	$330,570
TMUS	T-Mobile US, Inc.	1,569	$318,569
CMG	Chipotle Mexican Grill Inc	8,533	$315,721
MRVL	Marvell Technology, Inc.	3,426	$291,141
TOST	Toast, Inc.	8,121	$288,376
ABT	Abbott Laboratories	2,236	$280,148
SO	Southern Co	3,096	$269,971
CSX	Csx Corp	7,260	$263,175
NOW	ServiceNow, Inc.	1,665	$255,061
PEP	Pepsico Inc	1,761	$252,738
ABBV	AbbVie Inc.	1,100	$251,339
DIS	Walt Disney Co	1,997	$227,198
PG	PROCTER & GAMBLE Co	1,565	$224,280
KIM	Kimco Realty Corp	10,710	$217,091
DKS	Dick's Sporting Goods, Inc.	1,086	$214,995
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $359,243,645 total · as of Mar 31, 2026

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

Showing 1–50 of 66 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	518,114	+2,486	$90,359,081	−6.0%	25.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	180,350	+47,838	$37,561,494	+22.8%	10.46%
AAPL	Apple Inc. Technology	Added	139,489	+2,272	$35,400,913	−5.1%	9.85%
GOOGL	Alphabet Inc. Communication Services	Reduced	98,250	-8,672	$28,252,770	−15.6%	7.86%
NFLX	Netflix Inc Communication Services	Added	241,837	+91,504	$23,252,627	+65.0%	6.47%
LLY	ELI LILLY & Co Healthcare	Reduced	10,355	-209	$9,524,218	−16.1%	2.65%
AVGO	Broadcom Inc. Technology	Added	30,718	+2,367	$9,507,528	−3.1%	2.65%
META	Meta Platforms, Inc. Communication Services	Added	15,054	+1,337	$8,612,845	−4.9%	2.40%
MSFT	Microsoft Corp Technology	Added	22,703	+2,396	$8,403,969	−14.4%	2.34%
PANW	Palo Alto Networks Inc Technology	Added	50,032	+9,578	$8,021,130	+7.6%	2.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	23,218	-3,516	$7,846,523	−3.4%	2.18%
BA	Boeing Co Industrials	Added	39,160	+31,897	$7,794,014	+394.2%	2.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	5,880	-570	$5,859,008	+5.3%	1.63%
JNJ	Johnson & Johnson Healthcare	Reduced	23,393	-2,054	$5,718,184	+8.6%	1.59%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,509	+1,113	$5,444,607	−2.9%	1.52%
MA	Mastercard Inc Financial Services	Added	10,686	+1,147	$5,339,366	−2.0%	1.49%
AMGN	Amgen Inc Healthcare	Reduced	15,053	-1,663	$5,296,398	−3.2%	1.47%
LOW	Lowes Companies Inc Consumer Cyclical	Added	21,358	+18	$5,046,468	−1.9%	1.40%
COF	Capital One Financial Corp Financial Services	Added	26,866	+4,418	$4,901,164	−9.9%	1.36%
CVX	Chevron Corp Energy	Reduced	23,125	-3,846	$4,784,562	+16.4%	1.33%
LMT	Lockheed Martin Corp Industrials	Reduced	7,717	-2,017	$4,664,077	−0.9%	1.30%
NEE	Nextera Energy Inc Utilities	Added	45,983	+43,338	$4,270,901	+1911.4%	1.19%
URI	United Rentals, Inc. Industrials	Reduced	5,549	-177	$4,042,779	−12.8%	1.13%
TT	Trane Technologies plc Industrials	Reduced	9,469	-1,643	$3,946,111	−8.8%	1.10%
GEV	GE Vernova Inc. Industrials	Added	3,368	+73	$2,939,927	+36.5%	0.82%
B	Barrick Mining Corp Basic Materials	Reduced	55,131	-6,917	$2,248,793	−16.8%	0.63%
UBER	Uber Technologies, Inc Technology	Added	28,663	+465	$2,061,729	−10.5%	0.57%
HOOD	Robinhood Markets, Inc. Financial Services	Added	14,971	+1,755	$1,037,490	−30.6%	0.29%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,883	-79,159	$1,006,845	−93.4%	0.28%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	2,144	-263	$988,362	−27.5%	0.28%
GS	Goldman Sachs Group Inc Financial Services	Added	942	+100	$796,922	+7.7%	0.22%
IBIT	iShares Bitcoin Trust ETF	Held	19,713	0	$757,373	−22.6%	0.21%
GLW	Corning Inc /Ny Technology	NEW	5,558	NEW	$755,721	NEW	0.21%
MU	Micron Technology Inc Technology	NEW	2,085	NEW	$704,396	NEW	0.20%
ANET	Arista Networks, Inc. Technology	Reduced	5,551	-785	$681,551	−17.9%	0.19%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,761	-5	$654,651	−17.6%	0.18%
PWR	Quanta Services, Inc. Industrials	Reduced	1,159	-198	$636,314	+11.1%	0.18%
WYFI	WhiteFiber, Inc. Technology	NEW	50,519	NEW	$601,681	NEW	0.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,160	-110	$555,872	−12.9%	0.15%
CAT	Caterpillar Inc Industrials	Reduced	759	-13	$537,721	+21.6%	0.15%
SYK	Stryker Corp Healthcare	Reduced	1,624	-408	$533,630	−25.3%	0.15%
KLAC	Kla Corp Technology	Reduced	3,498	-612	$515,049	+3.1%	0.14%
WMT	Walmart Inc. Consumer Defensive	Added	4,034	+292	$501,345	+20.3%	0.14%
MPWR	Monolithic Power Systems Inc Technology	Reduced	455	-84	$497,474	+1.8%	0.14%
SLV	iShares Silver Trust	Added	7,167	+1,965	$488,359	+45.7%	0.14%
GLD	Spdr Gold Trust	Added	1,046	+5	$450,083	+9.1%	0.13%
STX	Seagate Technology Holdings plc Technology	Reduced	948	-66	$371,388	+33.0%	0.10%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,685	-103	$342,779	−10.5%	0.10%
CRWV	CoreWeave, Inc. Technology	Reduced	4,360	-2,383	$337,769	−30.0%	0.09%
VZ	Verizon Communications Inc Communication Services	Reduced	6,671	-329	$334,884	+17.5%	0.09%