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Buffington Mohr McNeal Historical SEC 13F Holdings & Archive (Q1 2025)
Buffington Mohr McNealCIK: 0001317829
Diversified strategyHigh-turnover traderContrarian
Total reported value
$507.0M
Reporting period: 2025-03-31 · Number of holdings: 111
Buffington Mohr McNeal disclosed 111 holdings in its latest 13F filing for the period ending 2025-03-31, with total reported value of $507.0M and a quarterly turnover rate of 200.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "B"
Personality snowflake
- Concentration
- 13.28
- Portfolio Stability
- 100
- Momentum
- 0
- Sector conviction
- 61.29
- Diversification
- 100
- Sizing Uniformity
- 83.54
Buffington Mohr McNeal's disclosed holdings carry a Herfindahl concentration index of 0.033 — mathematically equivalent to about 30 equally-sized positions, well below its 111 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 1.65), 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 41% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy SCHX
New buy IVV
New buy COST
New buy MSFT
New buy XLK
New buy JIRE
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.17% | +9.17% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.17% | +6.17% | NEW | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 6.00% | +6.00% | NEW | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.09% | +5.09% | NEW | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 4.33% | +4.33% | NEW | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 3.18% | +3.18% | NEW | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.06% | +3.06% | NEW | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 2.81% | +2.81% | NEW | |
| 9 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.76% | +2.76% | NEW | |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.73% | +2.73% | NEW | |
| 11 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.72% | +2.72% | NEW | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.67% | +2.67% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.65% | +2.65% | NEW | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.54% | +2.54% | NEW | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.35% | +2.35% | NEW | |
| 16 | KKR | Kkr & Co Inc | Stock-Financials | 2.29% | +2.29% | NEW | |
| 17 | URI | United Rentals Inc | Stock-Industrials | 2.16% | +2.16% | NEW | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 2.16% | +2.16% | NEW | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.13% | +2.13% | NEW | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +1.96% | NEW | |
| 21 | AME | Ametek Inc | Stock-Industrials | 1.92% | +1.92% | NEW | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.80% | +1.80% | NEW | |
| 23 | RSG | Republic Services Inc | Stock-Industrials | 1.68% | +1.68% | NEW | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.63% | +1.63% | NEW | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.43% | +1.43% | NEW | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 1.41% | +1.41% | NEW | |
| 27 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.40% | +1.40% | NEW | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 1.23% | +1.23% | NEW | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 1.15% | +1.15% | NEW | |
| 30 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.12% | +1.12% | NEW | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.09% | +1.09% | NEW | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.94% | +0.94% | NEW | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.81% | +0.81% | NEW | |
| 34 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.79% | +0.79% | NEW | |
| 35 | FISV | Fiserv Inc | Stock-Other | 0.77% | +0.77% | NEW | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | +0.74% | NEW | |
| 37 | PH | Parker Hannifin CORP | Stock-Industrials | 0.69% | +0.69% | NEW | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.61% | +0.61% | NEW | |
| 39 | IDA | Idacorp Inc | Stock-Utilities | 0.50% | +0.50% | NEW | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | +0.48% | NEW | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | +0.47% | NEW | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.43% | NEW | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.41% | NEW | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | +0.41% | NEW | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.38% | +0.38% | NEW | |
| 46 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.29% | +0.29% | NEW | |
| 47 | USB | US Bancorp | Stock-Financials | 0.24% | +0.24% | NEW | |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.23% | +0.23% | NEW | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.21% | +0.21% | NEW | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.21% | +0.21% | NEW |
1–50 of 111
Portfolio Performance
Performance for Q3 2026
+3.9%
Performance Last 4 Quarters
+25.7%
- Stdev
- +13.3%
- Beta
- +0.99
- Alpha
- 0%
- Max Drawdown
- -7.7%
- Annualized Perf
- +20.8%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.2
- Stutzer
- +0.45
- Treynor
- +0.2
- Sterling
- +1.32
- Calmar
- +2.7
- Information Ratio
- -0.02
- Tracking Error
- +3.6%
- Stdev Down
- +6.2%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +33.8%
- Worst 12 Months
- +3.3%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.49
- Stdev Sectors
- +10%
- Skewness
- +0.22
- Kurtosis
- -0.01
- Upside Potential
- +4.88
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2025 Q1 | 111 | $507.0M | 100 | ||
| 2024 Q4 | 133 | $603.1M | 0 | ||
| 2024 Q3 | 130 | $608.0M | 0 | ||
| 2024 Q2 | 123 | $570.2M | 0 | ||
| 2024 Q1 | 129 | $552.4M | 0 | ||
| 2023 Q4 | 129 | $497.7M | 0 | ||
| 2023 Q3 | 120 | $439.9M | 0 | ||
| 2023 Q2 | 123 | $463.2M | 0 | ||
| 2023 Q1 | 123 | $436.4M | 0 | ||
| 2022 Q4 | 120 | $429.9M | 0 | ||
| 2022 Q3 | 119 | $415.3M | 0 | ||
| 2022 Q2 | 119 | $456.2M | 0 | ||
| 2022 Q1 | 123 | $528.3M | 0 | ||
| 2021 Q4 | 131 | $584.1M | 0 | ||
| 2021 Q3 | 118 | $521.6M | 0 | ||
| 2021 Q2 | 123 | $509.9M | 96 | ||
| 2021 Q1 | 123 | $466.1M | 13 | ||
| 2020 Q4 | 121 | $429.8M | 15 | ||
| 2020 Q3 | 116 | $379.2M | 18 | ||
| 2020 Q2 | 115 | $355.2M | 23 | ||
| 2020 Q1 | 105 | $300.5M | 24 | ||
| 2019 Q4 | 113 | $353.7M | 13 | ||
| 2019 Q3 | 113 | $326.7M | 14 | ||
| 2019 Q2 | 116 | $319.9M | 13 | ||
| 2019 Q1 | 364 | $310.6M | 25 | ||
| 2018 Q4 | 114 | $248.8M | 21 | ||
| 2018 Q3 | 115 | $289.7M | 13 | ||
| 2018 Q2 | 117 | $266.3M | 25 | ||
| 2018 Q1 | 118 | $261.3M | 29 | ||
| 2017 Q4 | 119 | $261.3M | 7 | ||
| 2017 Q3 | 123 | $257.2M | 16 | ||
| 2017 Q2 | 134 | $253.2M | 17 | ||
| 2017 Q1 | 109 | $227.4M | 53 | ||
| 2016 Q4 | 173 | $261.9M | 22 | ||
| 2016 Q3 | 157 | $238.0M | 14 | ||
| 2016 Q2 | 162 | $226.9M | 12 | ||
| 2016 Q1 | 172 | $227.6M | 30 | ||
| 2015 Q4 | 140 | $186.9M | 47 | ||
| 2015 Q3 | 82 | $152.8M | 23 | ||
| 2015 Q2 | 97 | $179.9M | 12 | ||
| 2015 Q1 | 90 | $180.0M | 15 | ||
| 2014 Q4 | 78 | $174.0M | 13 | ||
| 2014 Q3 | 75 | $176.2M | 24 | ||
| 2014 Q2 | 82 | $180.7M | 51 | ||
| 2014 Q1 | 75 | $167.3M | 41 | ||
| 2013 Q4 | 76 | $162.3M | 35 | ||
| 2013 Q3 | 77 | $159.4M | 51 | ||
| 2013 Q2 | 62 | $150.3M | 0 |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
Buffington Mohr McNeal's most significant position changes for 2025-03-31: New buy: Schwab US Large-cap ETF (SCHX); New buy: Ishares Core S&p 500 ETF (IVV); New buy: Costco Wholesale CORP (COST); New buy: Microsoft CORP (MSFT); New buy: Ss Technology Select Sector (XLK).
Filing History
FAQ
What is Buffington Mohr McNeal and what type of investor is it?
Buffington Mohr McNeal is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-03-31), the firm manages a tracked equity portfolio valued at approximately $507.0M, spread across 111 disclosed positions.
What are Buffington Mohr McNeal's largest equity positions?
Based on the latest 13F filing, Buffington Mohr McNeal's top holdings by market value are:
1. Schwab US Large-cap ETF (SCHX) — $46.5M (9.2%)
2. Ishares Core S&p 500 ETF (IVV) — $31.3M (6.2%)
3. Costco Wholesale CORP (COST) — $30.4M (6.0%)
4. Microsoft CORP (MSFT) — $25.8M (5.1%)
5. Ss Technology Select Sector (XLK) — $21.9M (4.3%)
What changes did Buffington Mohr McNeal make in its most recent portfolio filing?
In the latest quarter, Buffington Mohr McNeal was primarily adding exposure — initiating 50 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Schwab US Large-cap ETF (SCHX); New buy: Ishares Core S&p 500 ETF (IVV); New buy: Costco Wholesale CORP (COST); New buy: Microsoft CORP (MSFT); New buy: Ss Technology Select Sector (XLK)
What sectors does Buffington Mohr McNeal focus on?
Buffington Mohr McNeal is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 27.6%
• Information Technology: 25.8%
• Health Care: 18.2%
• Consumer Staples: 15.0%
• Consumer Discretionary: 5.7%
• Communication Services: 4.9%
Investment Profile
Buffington Mohr McNeal returned an annualized 20.8% over the trailing 36 months — outperforming the S&P 500 by 0.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.99 (roughly in line with the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 0 to 100 over the past 4 quarters — a shift toward more active trading.
It has added to its IVV position over the past two quarters (+$2.8M, now $31.3M), while trimming DHR over the same stretch (-$6.5M, still holding $11.0M).
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