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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 6  ·  105 positions
# 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 VTV VANGUARD INDEX FDS 368,698.0 $80.4M 10.13% +31K +9.1% $217.93 +1.5%
4 IGSB ISHARES TR 1,190,935.0 $62.4M 7.87% +1.2M +10000.0% $52.41 -1.7%
5 IEFA ISHARES TR 432,600.0 $41.8M 5.27% -16K -3.5% $96.58 +1.5%
6 AAPL APPLE INC Technology 133,081.0 $38.5M 4.86% -6K -4.6% $289.36 +16.2%
7 AGG ISHARES TR 386,659.0 $38.3M 4.83% -41K -9.6% $98.98 -3.1%
8 GOOGL ALPHABET INC Communication Services 100,130.0 $35.8M 4.51% +2K +1.9% $357.37 -2.2%
9 AMZN AMAZON COM INC Consumer Cyclical 142,885.0 $34.1M 4.29% -37K -20.8% $238.34 +6.4%
10 IJK ISHARES TR 143,117.0 $16.8M 2.12% +64K +80.3% $117.50 -6.5%
11 LLY ELI LILLY & CO Healthcare 10,454.0 $12.5M 1.58% +99.0 +1.0% $1199.41 -3.9%
12 GS GOLDMAN SACHS GROUP INC Financial Services 11,778.0 $11.9M 1.50% +11K +1150.3% $1011.35 -6.9%
13 GEV GE VERNOVA INC Utilities 9,923.0 $11.7M 1.47% +7K +194.6% $1174.86 -20.0%
14 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 24,224.0 $11.6M 1.46% +1K +4.3% $477.57 -9.0%
15 PANW PALO ALTO NETWORKS INC Technology 33,497.0 $11.4M 1.44% -17K -33.0% $341.02 +6.6%
16 AVGO BROADCOM INC Technology 29,650.0 $11.2M 1.41% -1K -3.5% $377.76 -5.3%
17 KLAC KLA CORP Technology 36,208.0 $10.9M 1.38% +33K +935.1% $301.71 -41.3%
18 BA BOEING CO Industrials 44,808.0 $9.7M 1.22% +6K +14.4% $216.47 -8.4%
19 MSFT MICROSOFT CORP Technology 25,751.0 $9.6M 1.21% +3K +13.4% $373.03 +32.4%
20 META META PLATFORMS INC Communication Services 15,390.0 $8.7M 1.09% +336.0 +2.2% $563.28 +18.2%
Page 1 of 6  ·  105 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%