CIK: 0002103405
Total reported value
$689.0M
Reporting period: 2026-03-31 · Number of holdings: 87
BUFFALO BUSINESS & ESTATE SERVICES LTD disclosed 87 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $689.0M and a quarterly turnover rate of 15.5%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "B"
Buffalo Business & Estate Services LTD's disclosed holdings carry a Herfindahl concentration index of 0.083 — mathematically equivalent to about 12 equally-sized positions, well below its 87 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.50), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 49% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim PLTR
-92.0% -$14.3M
Add NFLX
+60.9% $9.2M
Add IEFA
+19.8% $7.1M
Add AMZN
+36.1% $7.0M
Add BA
+439.2% $6.2M
Trim NVDA
+0.5% -$5.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 19.56% | +0.12% | +0.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 13.11% | -0.71% | +0.48% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 9.63% | -0.70% | -10.17% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.16% | -0.15% | -2.64% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.89% | +1.08% | +19.84% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.45% | +1.06% | +36.10% | |
| 7 | AAPL | Apple INC | Stock-Tech | 5.14% | -0.22% | +1.66% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.10% | -0.71% | -8.11% | |
| 9 | NFLX | Netflix INC | Stock-Comm Services | 3.37% | +1.34% | +60.87% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.38% | -0.25% | -1.98% | |
| 11 | AVGO | Broadcom INC | Stock-Tech | 1.38% | -0.03% | +8.35% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.05% | +9.75% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.23% | +1.23% | NEW | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | -0.19% | +11.80% | |
| 15 | PANW | Palo Alto Networks INC | Stock-Tech | 1.16% | +0.09% | +23.68% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.16% | +0.06% | +0.53% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.14% | — | -13.15% | |
| 18 | BA | Boeing Co/the | Stock-Industrials | 1.13% | +0.90% | +439.17% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.91% | -0.04% | +5.28% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | +0.05% | -8.84% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | +0.07% | -8.07% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | — | +6.40% | |
| 23 | MA | Mastercard INC - A | Stock-Financials | 0.77% | — | +12.02% | |
| 24 | AMGN | Amgen INC | Stock-Healthcare | 0.77% | — | -9.95% | |
| 25 | KLAC | Kla CORP | Stock-Tech | 0.75% | — | -14.89% | |
| 26 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.73% | — | +0.08% | |
| 27 | COF | Capital One Financial CORP | Stock-Financials | 0.71% | -0.07% | +19.68% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.69% | +0.10% | -14.26% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.68% | — | -20.72% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.68% | -0.07% | -12.70% | |
| 31 | NEE | Nextera Energy INC | Stock-Utilities | 0.62% | +0.59% | +1638.49% | |
| 32 | URI | United Rentals INC | Stock-Industrials | 0.59% | -0.08% | -3.09% | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.57% | -0.05% | -14.79% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | -0.04% | +1.11% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | +0.14% | +33.60% | |
| 36 | GEV | GE Vernova INC | Stock-Industrials | 0.43% | +0.12% | +2.22% | |
| 37 | B | Barrick Mining CORP | Stock-Materials | 0.33% | -0.06% | -11.15% | |
| 38 | UBER | Uber Technologies INC | Stock-Industrials | 0.30% | — | +1.65% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.21% | — | +3.09% | |
| 40 | HOOD | Robinhood Markets INC - A | Stock-Financials | 0.15% | -0.06% | +13.28% | |
| 41 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.15% | -0.11% | -32.99% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.15% | -2.05% | -92.00% | |
| 43 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.14% | -0.06% | -10.93% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.14% | — | +8.16% | |
| 45 | GS | Goldman Sachs Group INC | Stock-Financials | 0.12% | — | +11.88% | |
| 46 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.11% | — | — | |
| 47 | GLW | Corning INC | Stock-Tech | 0.11% | +0.11% | NEW | |
| 48 | MU | Micron Technology INC | Stock-Tech | 0.10% | +0.10% | NEW | |
| 49 | ANET | Arista Networks INC | Stock-Tech | 0.10% | — | -12.39% | |
| 50 | TSLA | Tesla INC | Stock-Consumer Disc | 0.09% | — | -0.28% |
Performance for Q3 2026
+0.8%
Performance Last 4 Quarters
+6.7%
Based on 5 months of available history
Based on 70% of reported portfolio value with available pricing
Buffalo Business & Estate Services LTD's most significant position changes for 2026-03-31: New buy: Ishares 20+ Year Treasury Bd (TLT); Sold out: Constellation Energy (CEG); Sold out: Snowflake INC (SNOW); New buy: Corning INC (GLW); New buy: Micron Technology INC (MU).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +1.3% | +60.87% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1.1% | +19.84% | Add |
| 3 | AMZN | Amazon.com INC | +1.1% | +36.10% | Add |
| 4 | BA | Boeing Co/the | +0.9% | +439.17% | Add |
| 5 | NEE | Nextera Energy INC | +0.6% | +1638.49% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.1% | +33.60% | Add |
| 7 | GEV | GE Vernova INC | +0.1% | +2.22% | Add |
| 8 | VCIT | Vanguard Int-term Corporate | +0.1% | +0.82% | Add |
| 9 | CVX | Chevron CORP | +0.1% | -14.26% | Trim |
| 10 | PANW | Palo Alto Networks INC | +0.1% | +23.68% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | -8.07% | Trim |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +0.53% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | -8.84% | Trim |
| 14 | AVGO | Broadcom INC | 0% | +8.35% | Add |
| 15 | IWF | Ishares Russell 1000 Growth | 0% | +5.28% | Add |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +1.11% | Add |
| 17 | META | Meta Platforms Inc-class A | -0.1% | +9.75% | Add |
| 18 | TT | Trane Technologies plc | -0.1% | -14.79% | Trim |
| 19 | HOOD | Robinhood Markets INC - A | -0.1% | +13.28% | Add |
| 20 | B | Barrick Mining CORP | -0.1% | -11.15% | Trim |
| 21 | ISRG | Intuitive Surgical INC | -0.1% | -10.93% | Trim |
| 22 | IWD | Ishares Russell 1000 Value E | -0.1% | -12.70% | Trim |
| 23 | COF | Capital One Financial CORP | -0.1% | +19.68% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | -0.1% | -39.91% | Trim |
| 25 | URI | United Rentals INC | -0.1% | -3.09% | Trim |
| 26 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -32.99% | Trim |
| 27 | AGG | Ishares Core U.s. Aggregate | -0.2% | -2.64% | Trim |
| 28 | MSFT | Microsoft CORP | -0.2% | +11.80% | Add |
| 29 | AAPL | Apple INC | -0.2% | +1.66% | Add |
| 30 | LLY | Eli Lilly & Co | -0.3% | -1.98% | Trim |
| 31 | VTV | Vanguard Value ETF | -0.7% | -10.17% | Trim |
| 32 | NVDA | Nvidia CORP | -0.7% | +0.48% | Add |
| 33 | GOOGL | Alphabet Inc-cl A | -0.7% | -8.11% | Trim |
| 34 | PLTR | Palantir Technologies Inc-a | -2.1% | -92.00% | Trim |
| 35 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 36 | CEG | Constellation Energy | — | EXIT | Sold out |
| 37 | SNOW | Snowflake INC | — | EXIT | Sold out |
| 38 | GLW | Corning INC | — | NEW | New buy |
| 39 | MU | Micron Technology INC | — | NEW | New buy |
| 40 | ✓ | Whitefiber INC Shs | — | NEW | New buy |
| 41 | RDDT | Reddit Inc-cl A | — | EXIT | Sold out |
| 42 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 43 | TMUS | T-mobile US INC | — | EXIT | Sold out |
| 44 | CMG | Chipotle Mexican Grill INC | — | EXIT | Sold out |
| 45 | ALAB | Astera Labs INC | — | NEW | New buy |
| 46 | MRVL | Marvell Technology INC | — | EXIT | Sold out |
| 47 | BLV | Vanguard Long-term Bond ETF | — | EXIT | Sold out |
| 48 | TOST | Toast Inc-class A | — | EXIT | Sold out |
| 49 | NYF | Ishares New York Muni Bond E | — | NEW | New buy |
| 50 | TIP | Ishares Tips Bond ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-17 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-21 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001851395
Total reported value
$689.2M
134 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001738063
Total reported value
$688.9M
62 stks
2017-12-31
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0002089123
Total reported value
$689.2M
2 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001586678
Total reported value
$2.5B
219 stks
2026-03-31
3 of the top 5 holdings overlap, including Vanguard Value ETF
CIK 0001603276
Total reported value
$291.5M
26 stks
2026-03-31
3 of the top 5 holdings overlap, including Vanguard Value ETF
CIK 0001666741
Total reported value
$94.0B
4,790 stks
2026-03-31
3 of the top 5 holdings overlap, including Nvidia CORP