Portfolio (Quarterly)
Guide ↗
BUFFALO BUSINESS & ESTATE SERVICES LTD
· CIK 0002103405| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | — | 1,394,338.0 | $115.2M | 14.54% | -235K | -14.4% | $82.65 | -3.6% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 444,013.0 | $88.8M | 11.21% | -74K | -14.3% | $200.09 | +11.1% |
| 3 | IEFA | ISHARES TR | — | 432,600.0 | $41.8M | 5.27% | -16K | -3.5% | $96.58 | +1.5% |
| 4 | AAPL | APPLE INC | Technology | 133,081.0 | $38.5M | 4.86% | -6K | -4.6% | $289.36 | +16.2% |
| 5 | AGG | ISHARES TR | — | 386,659.0 | $38.3M | 4.83% | -41K | -9.6% | $98.98 | -3.1% |
| 6 | AMZN | AMAZON COM INC | Consumer Cyclical | 142,885.0 | $34.1M | 4.29% | -37K | -20.8% | $238.34 | +6.4% |
| 7 | PANW | PALO ALTO NETWORKS INC | Technology | 33,497.0 | $11.4M | 1.44% | -17K | -33.0% | $341.02 | +6.6% |
| 8 | AVGO | BROADCOM INC | Technology | 29,650.0 | $11.2M | 1.41% | -1K | -3.5% | $377.76 | -5.3% |
| 9 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 2,518.0 | $1.9M | 0.24% | -115.0 | -4.4% | $190.79 | +24.6% |
| 10 | GLW | CORNING INC | Technology | 4,205.0 | $1.1M | 0.14% | -1K | -24.3% | $255.46 | -41.2% |
| 11 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,673.0 | $972K | 0.12% | -12.0 | -0.7% | $580.91 | -3.6% |
| 12 | ANET | ARISTA NETWORKS INC | Technology | 5,393.0 | $916K | 0.12% | -158.0 | -2.9% | $169.88 | +17.4% |
| 13 | UBER | UBER TECHNOLOGIES INC | Technology | 12,264.0 | $885K | 0.11% | -16K | -57.2% | $72.16 | -2.3% |
| 14 | PWR | QUANTA SVCS INC | Industrials | 1,125.0 | $810K | 0.10% | -34.0 | -2.9% | $720.22 | -11.6% |
| 15 | NFLX | NETFLIX INC. | Communication Services | 10,500.0 | $750K | 0.10% | -231K | -95.7% | $71.40 | +0.5% |
| 16 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,119.0 | $560K | 0.07% | -41.0 | -3.5% | $500.39 | — |
| 17 | WYFI | WHITEFIBER INC | Technology | 13,758.0 | $534K | 0.07% | -37K | -72.8% | $38.85 | -51.2% |
| 18 | MPWR | MONOLITHIC PWR SYS INC | Technology | 385.0 | $533K | 0.07% | -70.0 | -15.4% | $1383.34 | -12.0% |
| 19 | ALAB | ASTERA LABS INC | Technology | 1,044.0 | $504K | 0.06% | -2K | -60.9% | $483.02 | -37.2% |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 4,129.0 | $482K | 0.06% | -3K | -40.0% | $116.67 | +52.3% |
① 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%