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CIK: 0001317829
Total reported value
$507.0M
$507.0M
123 檔
30.6%
According to the latest 13F quarterly dataset, Buffington Mohr McNeal managed an equity portfolio of $507.0M at the end of Q2 2024, spanning 123 distinct U.S. exchange-listed positions.
During Q2 2024, Buffington Mohr McNeal's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.81% | +9.17% | NEW | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.80% | +5.09% | NEW | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.25% | +6.00% | NEW | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 4.26% | +4.33% | NEW | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.07% | +6.17% | NEW | |
| 6 | APH | Amphenol Corp-cl A | Stock-Tech | 2.96% | +2.81% | NEW | |
| 7 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 2.85% | +3.18% | NEW | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.79% | — | +8.45% | |
| 9 | DHR | Danaher CORP | Stock-Healthcare | 2.79% | +2.16% | NEW | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.66% | +2.13% | NEW | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | +2.65% | NEW | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.37% | +2.73% | NEW | |
| 13 | URI | United Rentals Inc | Stock-Industrials | 2.25% | +2.16% | NEW | |
| 14 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.21% | +2.72% | NEW | |
| 15 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.20% | +2.76% | NEW | |
| 16 | KKR | Kkr & Co Inc | Stock-Financials | 2.14% | +2.29% | NEW | |
| 17 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 2.12% | +1.12% | NEW | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +1.96% | NEW | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.97% | +2.35% | NEW | |
| 20 | AME | Ametek Inc | Stock-Industrials | 1.89% | +1.92% | NEW | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | +2.54% | NEW | |
| 22 | HON | Honeywell International Inc | Stock-Industrials | 1.83% | +0.21% | NEW | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.81% | +1.09% | NEW | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.68% | +0.94% | NEW | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.45% | +1.80% | NEW | |
| 26 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.42% | +1.40% | NEW | |
| 27 | ECL | Ecolab Inc | Stock-Materials | 1.36% | +1.63% | NEW | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.36% | +1.43% | NEW | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 1.33% | +1.41% | NEW | |
| 30 | RSG | Republic Services Inc | Stock-Industrials | 1.27% | +1.68% | NEW | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 1.13% | +1.23% | NEW | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.12% | +0.74% | NEW | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 1.05% | +0.81% | NEW | |
| 34 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.00% | — | +2.98% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 0.95% | — | +7.93% | |
| 36 | FISV | Fiserv Inc | Stock-Other | 0.87% | +0.77% | NEW | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.78% | — | +0.80% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +1.15% | NEW | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | +0.41% | NEW | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.67% | +0.61% | NEW | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.43% | NEW | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.53% | +3.06% | NEW | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.47% | NEW | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | — | -5.13% | |
| 45 | MRVL | Marvell Technology Inc | Stock-Tech | 0.44% | — | -7.56% | |
| 46 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.38% | — | -0.61% | |
| 47 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.34% | — | +3.56% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.41% | NEW | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | +0.48% | NEW | |
| 50 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.30% | +0.29% | NEW |
According to official SEC Form 13F filings, Buffington Mohr McNeal reported a total U.S. public equity portfolio value of $507.0M across 123 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, MSFT, COST) accounted for 30.6% of total reported equity market value during Q2 2024.
During Q2 2024, Buffington Mohr McNeal's top holdings by market value included SCHX (7.8%)、MSFT (5.8%)、COST (5.3%). The largest single position, SCHX, represented 7.8% of total portfolio value.
In Q2 2024, Buffington Mohr McNeal made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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