2026 Q2 Portfolio Activity
In 2026 Q2, BUFFALO BUSINESS & ESTATE SERVICES LTD maintained a portfolio of 110 distinct positions. The most significant new addition was UNITEDHEALTH GROUP INC, now representing 1.04% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 28618.0%. The fund also reduced its exposure to NETFLIX INC. by 95.7%.
Position History
hover any row below to update
Loading…
Total Positions
110
Quarter
2026 Q2
Top Holding
VCIT (14.5%)
Top 10 Concentration
69.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 110
BUFFALO BUSINESS & ESTATE SERVICES LTD Full Holdings List — 2026 Q2
| 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 | 14.53% | 19.56% |
#1
Prev: #1
|
6.5 |
—
|
-234,724 | -14.4% |
P
S
|
1,394,338 | $115,242,025 |
$81.09
-0.7%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 11.21% | 13.11% |
#2
Prev: #2
|
6.0 |
—
|
-74,101 | -14.3% |
P
S
|
444,013 | $88,842,542 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 10.13% | 9.63% |
#3
Prev: #3
|
7.0 |
—
|
30,625 | 9.1% |
P
S
|
368,698 | $80,350,458 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IGSB
ISHARES TR
|
ETF | 7.87% | 0.03% |
#4
79
Prev: #83
|
6.6 |
—
|
1,186,788 | 28618.0% |
P
S
|
1,190,935 | $62,416,916 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IEFA
ISHARES TR
|
ETF | 5.27% | 5.89% |
#5
Prev: #5
|
3.1 |
—
|
-15,731 | -3.5% |
P
S
|
432,600 | $41,780,497 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AAPL
APPLE INC
|
Technology | 4.86% | 5.14% |
#6
1
Prev: #7
|
2.4 |
—
|
-6,408 | -4.6% |
P
S
|
133,081 | $38,508,357 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AGG
ISHARES TR
|
ETF | 4.83% | 6.16% |
#7
3
Prev: #4
|
2.4 |
—
|
-41,069 | -9.6% |
P
S
|
386,659 | $38,271,465 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.51% | 4.10% |
#8
Prev: #8
|
2.3 |
—
|
1,880 | 1.9% |
P
S
|
100,130 | $35,783,612 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.30% | 5.45% |
#9
3
Prev: #6
|
1.7 |
—
|
-37,465 | -20.8% |
P
S
|
142,885 | $34,055,206 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IJK
ISHARES TR
|
ETF | 2.12% | 1.16% |
#10
6
Prev: #16
|
3.8 |
—
|
63,724 | 80.3% |
P
S
|
143,117 | $16,816,230 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.58% | 1.38% |
#11
1
Prev: #10
|
1.1 |
—
|
99 | 1.0% |
P
S
|
10,454 | $12,538,630 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.50% | 0.12% |
#12
33
Prev: #45
|
3.6 |
—
|
10,836 | 1150.3% |
P
S
|
11,778 | $11,911,653 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 1.47% | 0.43% |
#13
23
Prev: #36
|
3.6 |
—
|
6,555 | 194.6% |
P
S
|
9,923 | $11,658,173 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.46% | 1.14% |
#14
3
Prev: #17
|
1.1 |
—
|
1,006 | 4.3% |
P
S
|
24,224 | $11,568,607 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.44% | 1.16% |
#15
Prev: #15
|
0.6 |
—
|
-16,535 | -33.0% |
P
S
|
33,497 | $11,423,142 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.41% | 1.38% |
#16
5
Prev: #11
|
1.1 |
—
|
-1,068 | -3.5% |
P
S
|
29,650 | $11,200,460 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
KLAC
KLA CORP
|
Technology | 1.38% | 0.75% |
#17
8
Prev: #25
|
3.6 |
—
|
32,710 | 935.1% |
P
S
|
36,208 | $10,924,367 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
BA
BOEING CO
|
Industrials | 1.22% | 1.13% |
#18
Prev: #18
|
2.5 |
—
|
5,648 | 14.4% |
P
S
|
44,808 | $9,699,588 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.21% | 1.22% |
#19
5
Prev: #14
|
2.5 |
—
|
3,048 | 13.4% |
P
S
|
25,751 | $9,605,811 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.09% | 1.25% |
#20
8
Prev: #12
|
0.9 |
—
|
336 | 2.2% |
P
S
|
15,390 | $8,668,923 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.04% | — |
#21
Prev: #—
|
3.9 |
—
|
19,750 | — |
NEW
|
19,750 | $8,208,869 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 1.00% | 0.71% |
#22
5
Prev: #27
|
2.9 |
—
|
12,578 | 46.8% |
P
S
|
39,444 | $7,913,194 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IWF
ISHARES TR
|
ETF | 0.99% | 0.91% |
#23
4
Prev: #19
|
3.4 |
—
|
48,468 | 329.8% |
P
S
|
63,166 | $7,843,324 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 0.83% | 0.59% |
#24
8
Prev: #32
|
0.8 |
—
|
249 | 4.5% |
P
S
|
5,798 | $6,568,956 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.81% | 0.79% |
#25
3
Prev: #22
|
2.3 |
—
|
1,066 | 5.8% |
P
S
|
19,575 | $6,407,480 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.80% | 0.83% |
#26
5
Prev: #21
|
2.3 |
—
|
1,494 | 6.4% |
P
S
|
24,887 | $6,320,454 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.78% | 0.73% |
#27
1
Prev: #26
|
2.8 |
—
|
6,542 | 30.6% |
P
S
|
27,900 | $6,151,710 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.74% | 0.77% |
#28
5
Prev: #23
|
2.3 |
—
|
725 | 6.8% |
P
S
|
11,411 | $5,860,632 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.73% | 0.85% |
#29
9
Prev: #20
|
0.8 |
—
|
274 | 4.7% |
P
S
|
6,154 | $5,756,441 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IWD
ISHARES TR
|
ETF | 0.71% | 0.68% |
#30
Prev: #30
|
2.3 |
—
|
1,336 | 6.1% |
P
S
|
23,120 | $5,604,948 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.61% | 0.57% |
#31
2
Prev: #33
|
0.7 |
—
|
407 | 4.3% |
P
S
|
9,876 | $4,850,743 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.61% | 0.56% |
#32
2
Prev: #34
|
0.7 |
—
|
783 | 2.0% |
P
S
|
40,468 | $4,815,301 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.57% | 0.62% |
#33
2
Prev: #31
|
2.2 |
—
|
5,758 | 12.5% |
P
S
|
51,741 | $4,541,266 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.53% | 0.51% |
#34
1
Prev: #35
|
2.2 |
—
|
4,129 | 7.5% |
P
S
|
59,247 | $4,221,317 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.53% | 0.68% |
#35
6
Prev: #29
|
2.2 |
—
|
548 | 7.1% |
P
S
|
8,265 | $4,210,743 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.50% | 0.69% |
#36
8
Prev: #28
|
0.7 |
—
|
973 | 4.2% |
P
S
|
24,098 | $3,994,517 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
HOOD
ROBINHOOD MKTS ...
|
Financial Services | 0.27% | 0.15% |
#37
3
Prev: #40
|
2.6 |
—
|
6,686 | 44.7% |
P
S
|
21,657 | $2,171,723 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.24% | 0.15% |
#38
3
Prev: #41
|
0.6 |
—
|
-115 | -4.4% |
P
S
|
2,518 | $1,921,603 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IWR
ISHARES TR
|
ETF | 0.21% | 0.21% |
#39
Prev: #39
|
0.6 |
—
|
703 | 4.8% |
P
S
|
15,373 | $1,695,901 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IWM
ISHARES TR
|
ETF | 0.18% | 0.14% |
#40
4
Prev: #44
|
2.1 |
—
|
753 | 18.9% |
P
S
|
4,731 | $1,421,280 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.16% | 0.09% |
#41
11
Prev: #52
|
3.1 |
—
|
825 | 78.1% |
P
S
|
1,882 | $1,292,653 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.14% | — |
#42
Prev: #—
|
3.6 |
—
|
544 | — |
NEW
|
544 | $1,082,255 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
GLW
CORNING INC
|
Technology | 0.14% | 0.11% |
#43
4
Prev: #47
|
0.1 |
—
|
-1,353 | -24.3% |
P
S
|
4,205 | $1,074,209 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IGV
ISHARES TR
|
ETF | 0.13% | — |
#44
Prev: #—
|
3.6 |
—
|
11,387 | — |
NEW
|
11,387 | $1,031,638 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.12% | 0.05% |
#45
19
Prev: #64
|
0.5 |
—
|
-12 | -0.7% |
P
S
|
1,673 | $971,862 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
STX
SEAGATE TECHNOL...
|
Technology | 0.12% | 0.05% |
#46
16
Prev: #62
|
0.5 |
—
|
4 | 0.4% |
P
S
|
952 | $919,118 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 0.12% | 0.10% |
#47
2
Prev: #49
|
0.5 |
—
|
-158 | -2.8% |
P
S
|
5,393 | $916,163 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.11% | 0.30% |
#48
10
Prev: #38
|
0.0 |
—
|
-16,399 | -57.2% |
P
S
|
12,264 | $884,970 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.11% | — |
#49
Prev: #—
|
3.5 |
—
|
1,614 | — |
NEW
|
1,614 | $837,310 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.10% | 0.09% |
#50
1
Prev: #51
|
0.5 |
—
|
-34 | -2.9% |
P
S
|
1,125 | $810,243 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-23 |
Showing 1-50 of 110 holdings