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Portfolio (Quarterly) Guide ↗

BUFFALO BUSINESS & ESTATE SERVICES LTD

· CIK 0002103405
13F Portfolio $793M AUM 105 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 41 Added 30 Reduced 5 Exited
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UNH UNITEDHEALTH GROUP INC Healthcare 19,750.0 $8.2M 1.03% NEW $415.64 -9.3%
2 ASML ASML HLDG NV Technology 544.0 $1.1M 0.14% NEW $1989.44 -15.6%
3 IGV ISHARES TR 11,387.0 $1.0M 0.13% NEW $90.60 +15.2%
4 LIN LINDE PLC Basic Materials 1,614.0 $837K 0.11% NEW $518.78 -11.3%
5 KEEL KEEL INFRASTRUCTURE CORP Technology 109,109.0 $626K 0.08% NEW $5.74 -30.4%
6 VRT VERTIV HOLDINGS CO Industrials 1,775.0 $594K 0.07% NEW $334.74 -25.5%
7 MRVL MARVELL TECHNOLOGY INC Technology 1,921.0 $572K 0.07% NEW $297.88 -18.0%
8 KOID KRANESHARES TRUST 11,684.0 $482K 0.06% NEW $41.22 -13.9%
9 XOM EXXON MOBIL CORP Energy 3,205.0 $438K 0.06% NEW $136.74 +19.3%
10 RMBS RAMBUS INC DEL Technology 3,152.0 $418K 0.05% NEW $132.74 -34.0%
11 FORM FORMFACTOR INC Technology 2,501.0 $400K 0.05% NEW $159.93 -26.0%
12 HIMX HIMAX TECHNOLOGIES INC Technology 25,570.0 $392K 0.05% NEW $15.34 -8.6%
13 BTDR BITDEER TECHNOLOGIES GROUP Technology 23,013.0 $365K 0.05% NEW $15.87 -18.3%
14 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 3,890.0 $345K 0.04% NEW $88.60 -35.3%
15 SPACE EXPLORATION TECHN CORP 1,716.0 $293K 0.04% NEW $170.86
16 XLK SELECT SECTOR SPDR TR 1,437.0 $274K 0.04% NEW $190.54 -0.5%
17 ASYS AMTECH SYS INC Technology 11,173.0 $258K 0.03% NEW $23.08 -38.5%
18 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 799.0 $254K 0.03% NEW $317.57 -22.6%
19 AMAT APPLIED MATLS INC Technology 344.0 $248K 0.03% NEW $721.99 -38.4%
20 ABBV ABBVIE INC Healthcare 909.0 $229K 0.03% NEW $251.74 +4.8%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.2%
Communication Services 11.2%
Consumer Cyclical 10.3%
Financial Services 9.2%
Industrials 7.1%
Healthcare 7.0%
Utilities 4.0%
Consumer Defensive 1.5%
Energy 1.2%
Basic Materials 0.3%