BB

Buffalo Business & Estate Services LTD

Diversified strategyMomentum followerSector-focused

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%.

Personality snowflake

Concentration
33.1
Portfolio Stability
15.5
Momentum/Contrarian
100
Sector conviction
88.33
Diversification
100
Sizing Uniformity
74.96

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VCITVanguard Int-term CorporateETF-Corp Bonds19.56%+0.12%+0.82%
2NVDANvidia CORPStock-Tech13.11%-0.71%+0.48%
3VTVVanguard Value ETFETF-Other9.63%-0.70%-10.17%
4AGGIshares Core U.s. AggregateETF-Other6.16%-0.15%-2.64%
5IEFAIshares Core Msci Eafe ETFETF-Other5.89%+1.08%+19.84%
6AMZNAmazon.com INCStock-Consumer Disc5.45%+1.06%+36.10%
7AAPLApple INCStock-Tech5.14%-0.22%+1.66%
8GOOGLAlphabet Inc-cl AStock-Comm Services4.10%-0.71%-8.11%
9NFLXNetflix INCStock-Comm Services3.37%+1.34%+60.87%
10LLYEli Lilly & CoStock-Healthcare1.38%-0.25%-1.98%
11AVGOBroadcom INCStock-Tech1.38%-0.03%+8.35%
12METAMeta Platforms Inc-class AStock-Comm Services1.25%-0.05%+9.75%
13TLTIshares 20+ Year Treasury BdETF-Gov Bonds1.23%+1.23%NEW
14MSFTMicrosoft CORPStock-Tech1.22%-0.19%+11.80%
15PANWPalo Alto Networks INCStock-Tech1.16%+0.09%+23.68%
16IJKIshares S&p Mid-cap 400 GrowETF-Other1.16%+0.06%+0.53%
17TSMTaiwan Semiconductor-sp AdrStock-Tech1.14%—-13.15%
18BABoeing Co/theStock-Industrials1.13%+0.90%+439.17%
19IWFIshares Russell 1000 GrowthETF-Other0.91%-0.04%+5.28%
20COSTCostco Wholesale CORPStock-Consumer Staples0.85%+0.05%-8.84%
21JNJJohnson & JohnsonStock-Healthcare0.83%+0.07%-8.07%
22JPMJpmorgan Chase & CoStock-Financials0.79%—+6.40%
23MAMastercard INC - AStock-Financials0.77%—+12.02%
24AMGNAmgen INCStock-Healthcare0.77%—-9.95%
25KLACKla CORPStock-Tech0.75%—-14.89%
26LOWLowe's Cos INCStock-Consumer Disc0.73%—+0.08%
27COFCapital One Financial CORPStock-Financials0.71%-0.07%+19.68%
28CVXChevron CORPStock-Energy0.69%+0.10%-14.26%
29LMTLockheed Martin CORPStock-Industrials0.68%—-20.72%
30IWDIshares Russell 1000 Value EETF-Other0.68%-0.07%-12.70%
31NEENextera Energy INCStock-Utilities0.62%+0.59%+1638.49%
32URIUnited Rentals INCStock-Industrials0.59%-0.08%-3.09%
33TTTrane Technologies plcStock-Industrials0.57%-0.05%-14.79%
34SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.56%-0.04%+1.11%
35VEAVanguard Ftse Developed ETFETF-Other0.51%+0.14%+33.60%
36GEVGE Vernova INCStock-Industrials0.43%+0.12%+2.22%
37BBarrick Mining CORPStock-Materials0.33%-0.06%-11.15%
38UBERUber Technologies INCStock-Industrials0.30%—+1.65%
39IWRIshares Russell Mid-cap ETFETF-Other0.21%—+3.09%
40HOODRobinhood Markets INC - AStock-Financials0.15%-0.06%+13.28%
41CRWDCrowdstrike Holdings INC - AStock-Tech0.15%-0.11%-32.99%
42PLTRPalantir Technologies Inc-aStock-Tech0.15%-2.05%-92.00%
43ISRGIntuitive Surgical INCStock-Healthcare0.14%-0.06%-10.93%
44IWMIshares Russell 2000 ETFETF-Small Cap0.14%—+8.16%
45GSGoldman Sachs Group INCStock-Financials0.12%—+11.88%
46IBITIshares Bitcoin Trust ETFETF-Crypto0.11%——
47GLWCorning INCStock-Tech0.11%+0.11%NEW
48MUMicron Technology INCStock-Tech0.10%+0.10%NEW
49ANETArista Networks INCStock-Tech0.10%—-12.39%
50TSLATesla INCStock-Consumer Disc0.09%—-0.28%
1–50 of 87

Holding changes this quarter

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).

Position changes disclosed by Buffalo Business & Estate Services LTD for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1NFLXNetflix INC+1.3%+60.87%Add
2IEFAIshares Core Msci Eafe ETF+1.1%+19.84%Add
3AMZNAmazon.com INC+1.1%+36.10%Add
4BABoeing Co/the+0.9%+439.17%Add
5NEENextera Energy INC+0.6%+1638.49%Add
6VEAVanguard Ftse Developed ETF+0.1%+33.60%Add
7GEVGE Vernova INC+0.1%+2.22%Add
8VCITVanguard Int-term Corporate+0.1%+0.82%Add
9CVXChevron CORP+0.1%-14.26%Trim
10PANWPalo Alto Networks INC+0.1%+23.68%Add
11JNJJohnson & Johnson+0.1%-8.07%Trim
12IJKIshares S&p Mid-cap 400 Grow+0.1%+0.53%Add
13COSTCostco Wholesale CORP+0.1%-8.84%Trim
14AVGOBroadcom INC0%+8.35%Add
15IWFIshares Russell 1000 Growth0%+5.28%Add
16SPYGSs Spdr P S&p 500 Growth ETF0%+1.11%Add
17METAMeta Platforms Inc-class A-0.1%+9.75%Add
18TTTrane Technologies plc-0.1%-14.79%Trim
19HOODRobinhood Markets INC - A-0.1%+13.28%Add
20BBarrick Mining CORP-0.1%-11.15%Trim
21ISRGIntuitive Surgical INC-0.1%-10.93%Trim
22IWDIshares Russell 1000 Value E-0.1%-12.70%Trim
23COFCapital One Financial CORP-0.1%+19.68%Add
24VOOVanguard S&p 500 ETF-0.1%-39.91%Trim
25URIUnited Rentals INC-0.1%-3.09%Trim
26CRWDCrowdstrike Holdings INC - A-0.1%-32.99%Trim
27AGGIshares Core U.s. Aggregate-0.2%-2.64%Trim
28MSFTMicrosoft CORP-0.2%+11.80%Add
29AAPLApple INC-0.2%+1.66%Add
30LLYEli Lilly & Co-0.3%-1.98%Trim
31VTVVanguard Value ETF-0.7%-10.17%Trim
32NVDANvidia CORP-0.7%+0.48%Add
33GOOGLAlphabet Inc-cl A-0.7%-8.11%Trim
34PLTRPalantir Technologies Inc-a-2.1%-92.00%Trim
35TLTIshares 20+ Year Treasury Bd—NEWNew buy
36CEGConstellation Energy—EXITSold out
37SNOWSnowflake INC—EXITSold out
38GLWCorning INC—NEWNew buy
39MUMicron Technology INC—NEWNew buy
40✓ Whitefiber INC Shs—NEWNew buy
41RDDTReddit Inc-cl A—EXITSold out
42IBMIntl Business Machines CORP—EXITSold out
43TMUST-mobile US INC—EXITSold out
44CMGChipotle Mexican Grill INC—EXITSold out
45ALABAstera Labs INC—NEWNew buy
46MRVLMarvell Technology INC—EXITSold out
47BLVVanguard Long-term Bond ETF—EXITSold out
48TOSTToast Inc-class A—EXITSold out
49NYFIshares New York Muni Bond E—NEWNew buy
50TIPIshares Tips Bond ETF—EXITSold out

FAQ

What is Buffalo Business & Estate Services LTD and what type of investor is it?
Buffalo Business & Estate Services LTD is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $689.0M, spread across 87 disclosed positions.
What are Buffalo Business & Estate Services LTD's largest equity positions?
Based on the latest 13F filing, Buffalo Business & Estate Services LTD's top holdings by market value are: 1. Vanguard Int-term Corporate (VCIT) — $134.8M (19.6%) 2. Nvidia CORP (NVDA) — $90.4M (13.1%) 3. Vanguard Value ETF (VTV) — $66.3M (9.6%) 4. Ishares Core U.s. Aggregate (AGG) — $42.5M (6.2%) 5. Ishares Core Msci Eafe ETF (IEFA) — $40.6M (5.9%)
What changes did Buffalo Business & Estate Services LTD make in its most recent portfolio filing?
In the latest reported quarter, Buffalo Business & Estate Services LTD made 50 notable position adjustments: 6 new positions were initiated, 19 existing holdings were added to, 15 positions were partially reduced, and 10 were completely exited. The largest of these moves: 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)
What sectors does Buffalo Business & Estate Services LTD focus on?
Buffalo Business & Estate Services LTD is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 48.5% • Communication Services: 18.0% • Consumer Discretionary: 12.9% • Health Care: 6.4% • Industrials: 5.5% • Financials: 5.4%