2026 Q1 Portfolio Activity
In 2026 Q1, BUFFALO BUSINESS & ESTATE SERVICES LTD maintained a portfolio of 109 distinct positions. The most significant new addition was ISHARES TR, now representing 1.23% of the total fund value. They heavily accumulated shares in NETFLIX INC., increasing the position by 60.9%. The fund also reduced its exposure to PALANTIR TECHNOLOGIES INC by 92.0%.
Position History
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Total Positions
109
Quarter
2026 Q1
Top Holding
VCIT (19.6%)
Top 10 Concentration
73.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 109
BUFFALO BUSINESS & ESTATE SERVICES LTD Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 19.56% | 19.44% |
#1
Prev: #1
|
6.5 |
—
|
13,222 | 0.8% |
P
S
|
1,629,062 | $134,804,851 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 13.11% | 13.82% |
#2
Prev: #2
|
6.0 |
—
|
2,486 | 0.5% |
P
S
|
518,114 | $90,359,025 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 9.63% | 10.33% |
#3
Prev: #3
|
5.4 |
—
|
-38,274 | -10.2% |
P
S
|
338,073 | $66,329,852 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AGG
ISHARES TR
|
ETF | 6.16% | 6.31% |
#4
Prev: #4
|
3.5 |
—
|
-11,609 | -2.6% |
P
S
|
427,728 | $42,460,606 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IEFA
ISHARES TR
|
ETF | 5.89% | 4.81% |
#5
1
Prev: #6
|
4.9 |
—
|
74,229 | 19.8% |
P
S
|
448,331 | $40,587,368 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 5.45% | 4.39% |
#6
2
Prev: #8
|
4.7 |
—
|
47,838 | 36.1% |
P
S
|
180,350 | $37,561,490 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 5.14% | 5.36% |
#7
2
Prev: #5
|
2.6 |
—
|
2,272 | 1.7% |
P
S
|
139,489 | $35,400,914 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.10% | 4.81% |
#8
1
Prev: #7
|
2.1 |
—
|
-8,672 | -8.1% |
P
S
|
98,250 | $28,252,910 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 3.37% | 2.03% |
#9
1
Prev: #10
|
4.3 |
—
|
91,504 | 60.9% |
P
S
|
241,837 | $23,252,579 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.38% | 1.63% |
#10
1
Prev: #11
|
1.1 |
—
|
-209 | -2.0% |
P
S
|
10,355 | $9,523,796 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.38% | 1.41% |
#11
2
Prev: #13
|
2.6 |
—
|
2,367 | 8.3% |
P
S
|
30,718 | $9,507,459 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.25% | 1.30% |
#12
2
Prev: #14
|
2.5 |
—
|
1,337 | 9.7% |
P
S
|
15,054 | $8,612,988 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TLT
ISHARES TR
|
ETF | 1.23% | — |
#13
Prev: #—
|
4.0 |
—
|
97,625 | — |
NEW
|
97,625 | $8,463,133 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.22% | 1.41% |
#14
2
Prev: #12
|
2.5 |
—
|
2,396 | 11.8% |
P
S
|
22,703 | $8,404,138 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.16% | 1.07% |
#15
2
Prev: #17
|
3.0 |
—
|
9,578 | 23.7% |
P
S
|
50,032 | $8,021,128 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IJK
ISHARES TR
|
ETF | 1.16% | 1.10% |
#16
Prev: #16
|
1.0 |
—
|
418 | 0.5% |
P
S
|
79,393 | $7,988,539 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.14% | 1.17% |
#17
2
Prev: #15
|
1.0 |
—
|
-3,516 | -13.2% |
P
S
|
23,218 | $7,846,617 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BA
BOEING CO
|
Industrials | 1.13% | 0.23% |
#18
21
Prev: #39
|
3.5 |
—
|
31,897 | 439.2% |
P
S
|
39,160 | $7,794,015 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWF
ISHARES TR
|
ETF | 0.91% | 0.95% |
#19
1
Prev: #18
|
2.4 |
—
|
737 | 5.3% |
P
S
|
14,698 | $6,267,061 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.85% | 0.80% |
#20
Prev: #20
|
0.8 |
—
|
-570 | -8.8% |
P
S
|
5,880 | $5,859,298 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.83% | 0.76% |
#21
3
Prev: #24
|
0.8 |
—
|
-2,054 | -8.1% |
P
S
|
23,393 | $5,718,191 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.79% | 0.81% |
#22
3
Prev: #19
|
2.3 |
—
|
1,113 | 6.4% |
P
S
|
18,509 | $5,444,657 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.77% | 0.78% |
#23
1
Prev: #22
|
2.3 |
—
|
1,147 | 12.0% |
P
S
|
10,686 | $5,339,580 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.77% | 0.79% |
#24
3
Prev: #21
|
0.8 |
—
|
-1,663 | -9.9% |
P
S
|
15,053 | $5,296,420 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
KLAC
KLA CORP
|
Technology | 0.75% | 0.72% |
#25
2
Prev: #27
|
0.8 |
—
|
-612 | -14.9% |
P
S
|
3,498 | $5,150,708 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.73% | 0.74% |
#26
Prev: #26
|
0.8 |
—
|
18 | 0.1% |
P
S
|
21,358 | $5,046,366 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.71% | 0.78% |
#27
4
Prev: #23
|
2.3 |
—
|
4,418 | 19.7% |
P
S
|
26,866 | $4,901,079 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.69% | 0.59% |
#28
4
Prev: #32
|
0.8 |
—
|
-3,846 | -14.3% |
P
S
|
23,125 | $4,784,518 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.68% | 0.68% |
#29
1
Prev: #28
|
0.3 |
—
|
-2,017 | -20.7% |
P
S
|
7,717 | $4,664,252 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWD
ISHARES TR
|
ETF | 0.68% | 0.75% |
#30
5
Prev: #25
|
0.8 |
—
|
-3,169 | -12.7% |
P
S
|
21,784 | $4,654,691 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.62% | 0.03% |
#31
66
Prev: #97
|
3.2 |
—
|
43,338 | 1638.5% |
P
S
|
45,983 | $4,270,900 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.59% | 0.67% |
#32
3
Prev: #29
|
0.7 |
—
|
-177 | -3.1% |
P
S
|
5,549 | $4,042,601 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.57% | 0.62% |
#33
3
Prev: #30
|
0.7 |
—
|
-1,643 | -14.8% |
P
S
|
9,469 | $3,946,219 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.56% | 0.60% |
#34
3
Prev: #31
|
0.7 |
—
|
436 | 1.1% |
P
S
|
39,685 | $3,885,579 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.51% | 0.37% |
#35
Prev: #35
|
2.7 |
—
|
13,863 | 33.6% |
P
S
|
55,118 | $3,531,944 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.43% | 0.31% |
#36
1
Prev: #37
|
0.7 |
—
|
73 | 2.2% |
P
S
|
3,368 | $2,940,333 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
B
BARRICK MNG COR...
|
Basic Materials | 0.33% | 0.39% |
#37
3
Prev: #34
|
0.6 |
—
|
-6,917 | -11.1% |
P
S
|
55,131 | $2,248,796 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.30% | 0.33% |
#38
2
Prev: #36
|
0.6 |
—
|
465 | 1.6% |
P
S
|
28,663 | $2,061,730 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWR
ISHARES TR
|
ETF | 0.21% | 0.20% |
#39
2
Prev: #41
|
0.6 |
—
|
440 | 3.1% |
P
S
|
14,670 | $1,426,407 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.15% | 0.21% |
#40
Prev: #40
|
2.1 |
—
|
1,755 | 13.3% |
P
S
|
14,971 | $1,037,462 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.15% | 0.26% |
#41
3
Prev: #38
|
0.1 |
—
|
-1,296 | -33.0% |
P
S
|
2,633 | $1,027,958 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.15% | 2.20% |
#42
33
Prev: #9
|
0.1 |
—
|
-79,159 | -92.0% |
P
S
|
6,883 | $1,006,772 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.14% | 0.20% |
#43
1
Prev: #42
|
0.6 |
—
|
-263 | -10.9% |
P
S
|
2,144 | $988,363 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IWM
ISHARES TR
|
ETF | 0.14% | 0.13% |
#44
1
Prev: #45
|
2.1 |
—
|
300 | 8.2% |
P
S
|
3,978 | $986,466 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.12% | 0.11% |
#45
4
Prev: #49
|
2.0 |
—
|
100 | 11.9% |
P
S
|
942 | $797,303 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.11% | 0.14% |
#46
2
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
19,713 | $757,373 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GLW
CORNING INC
|
Technology | 0.11% | — |
#47
Prev: #—
|
3.5 |
—
|
5,558 | — |
NEW
|
5,558 | $755,770 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.10% | — |
#48
Prev: #—
|
3.5 |
—
|
2,085 | — |
NEW
|
2,085 | $704,387 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.10% | 0.12% |
#49
3
Prev: #46
|
0.5 |
—
|
-785 | -12.4% |
P
S
|
5,551 | $681,490 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.09% | 0.11% |
#50
2
Prev: #48
|
0.5 |
—
|
-5 | -0.3% |
P
S
|
1,761 | $654,466 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 109 holdings