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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMGN | AMGEN INC | Healthcare | 1,181.0 | $428K | 0.05% | -14K | -92.2% | $362.08 | +6.5% |
| 22 | WMT | WALMART INC | Consumer Defensive | 3,201.0 | $363K | 0.05% | -833.0 | -20.6% | $113.25 | -5.8% |
| 23 | GOOG | ALPHABET INC | — | 1,005.0 | $355K | 0.04% | -40.0 | -3.8% | $353.39 | — |
| 24 | SYK | STRYKER CORPORATION | Healthcare | 974.0 | $307K | 0.04% | -650.0 | -40.0% | $314.76 | -12.6% |
| 25 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 752.0 | $299K | 0.04% | -1K | -64.9% | $397.68 | -1.1% |
| 26 | MU | MICRON TECHNOLOGY INC | Technology | 251.0 | $290K | 0.04% | -2K | -88.0% | $1154.51 | -12.0% |
| 27 | AXP | AMERICAN EXPRESS CO | Financial Services | 819.0 | $277K | 0.04% | -45.0 | -5.2% | $338.34 | -7.9% |
| 28 | HD | HOME DEPOT INC | Consumer Cyclical | 782.0 | $276K | 0.04% | -134.0 | -14.6% | $352.77 | -15.0% |
| 29 | EDV | VANGUARD WORLD FD | — | 3,818.0 | $248K | 0.03% | -156.0 | -3.9% | $65.08 | -8.4% |
| 30 | AMP | AMERIPRISE FINL INC | Financial Services | 453.0 | $208K | 0.03% | -38.0 | -7.7% | $459.13 | +18.6% |
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%