Buffington Mohr McNeal 13F Filings Explorer

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 AUM Browse other institutions starting with "B"

Personality snowflake

Concentration: 13.28
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 61.29
Diversification: 100
Sizing Uniformity: 83.54

Recent moves

New 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
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

+6.9%

Performance Last 4 Quarters

+27.9%

Based on 73% of reported portfolio value with available pricing

Stdev: +13.9%
Beta: +1
Alpha: +1.3%
Max Drawdown: -7.3%
Annualized Perf: +20.5%
Batting Avg vs S&P: +44.4%
Sortino: +3.18
Stutzer: +0.43
Treynor: +0.2
Sterling: +1.24
Calmar: +2.81
Information Ratio: +0.27
Tracking Error: +4.6%
Stdev Down: +6.2%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +35.9%
Worst 12 Months: +6.6%
Efficiency Ratio: +0.6
Sharpe: +1.42
Stdev Sectors: +10%
Skewness: +0.38
Kurtosis: 0
Upside Potential: +4.94

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-03-31	111	$507.0M	100	1SCHX 2IVV 3COST Top holdings2025-03-31 1.SCHX 2.IVV 3.COST 4.MSFT 5.XLK 6.JIRE 7.JAAA 8.APH 9.IBDW 10.IBDR
2024-12-31	133	$603.1M	0	1SCHX 2COST 3MSFT Top holdings2024-12-31 1.SCHX 2.COST 3.MSFT 4.IVV 5.XLK 6.APH 7.KKR 8.JPM 9.JIRE 10.CALF
2024-09-30	130	$608.0M	0	1SCHX 2MSFT 3COST Top holdings2024-09-30 1.SCHX 2.MSFT 3.COST 4.IVV 5.XLK 6.CALF 7.JIRE 8.DHR 9.TMO 10.APH
2024-06-30	123	$570.2M	0	1SCHX 2MSFT 3COST Top holdings2024-06-30 1.SCHX 2.MSFT 3.COST 4.XLK 5.IVV 6.APH 7.JIRE 8.CALF 9.DHR 10.TMO
2024-03-31	129	$552.4M	0	1SCHX 2MSFT 3COST Top holdings2024-03-31 1.SCHX 2.MSFT 3.COST 4.XLK 5.IVV 6.CALF 7.TMO 8.DHR 9.JIRE 10.APH
2023-12-31	129	$497.7M	0	1SCHX 2MSFT 3COST Top holdings2023-12-31 1.SCHX 2.MSFT 3.COST 4.XLK 5.IVV 6.DHR 7.TMO 8.JIRE 9.APH 10.IBDR
2023-09-30	120	$439.9M	0	1SCHX 2MSFT 3COST Top holdings2023-09-30 1.SCHX 2.MSFT 3.COST 4.XLK 5.DHR 6.TMO 7.IVV 8.IBDR 9.IGSB 10.JIRE
2023-06-30	123	$463.2M	0	1SCHX 2MSFT 3COST Top holdings2023-06-30 1.SCHX 2.MSFT 3.COST 4.XLK 5.IGSB 6.DHR 7.TMO 8.IBDR 9.IVV 10.APH
2023-03-31	123	$436.4M	0	1SCHX 2MSFT 3IGSB Top holdings2023-03-31 1.SCHX 2.MSFT 3.IGSB 4.COST 5.XLK 6.DHR 7.TMO 8.IBDR 9.APH 10.IVV
2022-12-31	120	$429.9M	0	1SCHX 2IGSB 3DHR Top holdings2022-12-31 1.SCHX 2.IGSB 3.DHR 4.MSFT 5.COST 6.TMO 7.XLK 8.IBDR 9.HON 10.APH
2022-09-30	119	$415.3M	0	1IGSB 2SCHX 3COST Top holdings2022-09-30 1.IGSB 2.SCHX 3.COST 4.MSFT 5.DHR 6.TMO 7.XLK 8.SLQD 9.APH 10.ABT
2022-06-30	119	$456.2M	0	1IGSB 2SCHX 3MSFT Top holdings2022-06-30 1.IGSB 2.SCHX 3.MSFT 4.COST 5.DHR 6.TMO 7.XLK 8.SLQD 9.ABT 10.APH
2022-03-31	123	$528.3M	0	1IGSB 2SCHX 3MSFT Top holdings2022-03-31 1.IGSB 2.SCHX 3.MSFT 4.COST 5.XLK 6.DHR 7.TMO 8.SLQD 9.APH 10.VNQ
2021-12-31	131	$584.1M	0	1IGSB 2SCHX 3MSFT Top holdings2021-12-31 1.IGSB 2.SCHX 3.MSFT 4.COST 5.XLK 6.DHR 7.TMO 8.SLQD 9.APH 10.ABT
2021-09-30	118	$521.6M	0	1IGSB 2SCHX 3MSFT Top holdings2021-09-30 1.IGSB 2.SCHX 3.MSFT 4.DHR 5.XLK 6.COST 7.TMO 8.SLQD 9.APH 10.CTLTEUR
2021-06-30	123	$509.9M	96	1IGSB 2SCHX 3MSFT Top holdings2021-06-30 1.IGSB 2.SCHX 3.MSFT 4.XLK 5.DHR 6.COST 7.TMO 8.SLQD 9.FIS 10.APH
2021-03-31	123	$466.1M	13	1IGSB 2SCHX 3XLK Top holdings2021-03-31 1.IGSB 2.SCHX 3.XLK 4.MSFT 5.DHR 6.COST 7.TMO 8.SLQD 9.FIS 10.ABT
2020-12-31	121	$429.8M	15	1IGSB 2SCHX 3XLK Top holdings2020-12-31 1.IGSB 2.SCHX 3.XLK 4.MSFT 5.COST 6.DHR 7.FIS 8.TMO 9.PGX 10.APH
2020-09-30	116	$379.2M	18	1IGSB 2SCHX 3MSFT Top holdings2020-09-30 1.IGSB 2.SCHX 3.MSFT 4.XLK 5.FIS 6.COST 7.DHR 8.TMO 9.PGX 10.ABT
2020-06-30	115	$355.2M	23	1IGSB 2SCHX 3MSFT Top holdings2020-06-30 1.IGSB 2.SCHX 3.MSFT 4.XLK 5.FIS 6.COST 7.DHR 8.TMO 9.PGX 10.CCI
2020-03-31	105	$300.5M	24	1IGSB 2SCHX 3FIS Top holdings2020-03-31 1.IGSB 2.SCHX 3.FIS 4.MSFT 5.COST 6.XLK 7.DHR 8.PGX 9.TMO 10.IJR
2019-12-31	113	$353.7M	13	1IGSB 2SCHX 3FIS Top holdings2019-12-31 1.IGSB 2.SCHX 3.FIS 4.IJR 5.XLK 6.COST 7.MSFT 8.PGX 9.TMO 10.DHR
2019-09-30	113	$326.7M	14	1SCHX 2IGSB 3FIS Top holdings2019-09-30 1.SCHX 2.IGSB 3.FIS 4.IJR 5.XLK 6.COST 7.MSFT 8.PGX 9.DHR 10.TMO
2019-06-30	116	$319.9M	13	1SCHX 2IGSB 3IJR Top holdings2019-06-30 1.SCHX 2.IGSB 3.IJR 4.XLK 5.COST 6.WP 7.MSFT 8.PGX 9.DHR 10.TMO
2019-03-31	364	$310.6M	25	1SCHX 2IJR 3IGSB Top holdings2019-03-31 1.SCHX 2.IJR 3.IGSB 4.XLK 5.COST 6.WP 7.PGX 8.MSFT 9.DHR 10.TMO
2018-12-31	114	$248.8M	21	1SCHX 2IJR 3XLK Top holdings2018-12-31 1.SCHX 2.IJR 3.XLK 4.PGX 5.IGSB 6.COST 7.MSFT 8.TMO 9.WP 10.DHR
2018-09-30	115	$289.7M	13	1SCHX 2IJR 3XLK Top holdings2018-09-30 1.SCHX 2.IJR 3.XLK 4.COST 5.PGX 6.IGSB 7.MSFT 8.WP 9.TMO 10.DHR
2018-06-30	117	$266.3M	25	1SCHX 2IJR 3XLK Top holdings2018-06-30 1.SCHX 2.IJR 3.XLK 4.PGX 5.COST 6.IGSB 7.MSFT 8.WP 9.VNQ 10.TMO
2018-03-31	118	$261.3M	29	1SCHX 2IJR 3XLK Top holdings2018-03-31 1.SCHX 2.IJR 3.XLK 4.73936T 5.IGSB 6.COST 7.MSFT 8.WP 9.VNQ 10.TMO
2017-12-31	119	$261.3M	7	1SCHX 2IJR 3XLK Top holdings2017-12-31 1.SCHX 2.IJR 3.XLK 4.73936T 5.IGSB 6.COST 7.VNQ 8.ROK 9.MSFT 10.92210H
2017-09-30	123	$257.2M	16	1SCHX 2IJR 3XLK Top holdings2017-09-30 1.SCHX 2.IJR 3.XLK 4.73936T 5.IGSB 6.VNQ 7.COST 8.ROK 9.MSFT 10.TMO
2017-06-30	134	$253.2M	17	1SCHX 2IJR373936T Top holdings2017-06-30 1.SCHX 2.IJR 3.73936T 4.XLK 5.VNQ 6.IGSB 7.COST 8.MSFT 9.ROK 10.TMO
2017-03-31	109	$227.4M	53	1SCHX 2IJR373936T Top holdings2017-03-31 1.SCHX 2.IJR 3.73936T 4.XLK 5.VNQ 6.COST 7.IGSB 8.MSFT 9.DHR 10.92210H
2016-12-31	173	$261.9M	22	1SCHX 2SWMIX 3JAENX Top holdings2016-12-31 1.SCHX 2.SWMIX 3.JAENX 4.73936T 5.XLK 6.VNQ 7.FDRXX 8.IJR 9.COST 10.4812CO
2016-09-30	157	$238.0M	14	1SCHX 2SWMIX 3JAENX Top holdings2016-09-30 1.SCHX 2.SWMIX 3.JAENX 4.73936T 5.XLK 6.VNQ 7.COST 8.4812CO 9.68380L 10.GTCSX
2016-06-30	162	$226.9M	12	1SWMIX 2SCHX373936T Top holdings2016-06-30 1.SWMIX 2.SCHX 3.73936T 4.JAENX 5.XLK 6.VNQ 7.COST 8.68380L 9.IGSB 10.4812CO
2016-03-31	172	$227.6M	30	1SWMIX 2SCHX373936T Top holdings2016-03-31 1.SWMIX 2.SCHX 3.73936T 4.JAENX 5.XLK 6.VNQ 7.68380L 8.IGSB 9.COST 10.4812CO
2015-12-31	140	$186.9M	47	1SWMIX 2SCHX373936T Top holdings2015-12-31 1.SWMIX 2.SCHX 3.73936T 4.JAENX 5.XLK 6.68380L 7.IGSB 8.COST 9.4812CO 10.GTCSX
2015-09-30	82	$152.8M	23	1SWMIX26827823SCHX Top holdings2015-09-30 1.SWMIX 2.682782 3.SCHX 4.73936T 5.XLK 6.IGSB 7.4812CO 8.68380L 9.GTCSX 10.COST
2015-06-30	97	$179.9M	12	1SWMIX26827823SCHX Top holdings2015-06-30 1.SWMIX 2.682782 3.SCHX 4.4812CO 5.73936T 6.GTDDX 7.XLK 8.68380L 9.IGSB 10.GTCSX
2015-03-31	90	$180.0M	15	1SWMIX26827823SCHX Top holdings2015-03-31 1.SWMIX 2.682782 3.SCHX 4.4812CO 5.GTDDX 6.73936T 7.IGSB 8.XLK 9.68380L 10.GTCSX
2014-12-31	78	$174.0M	13	1SWMIX26827823SCHX Top holdings2014-12-31 1.SWMIX 2.682782 3.SCHX 4.4812CO 5.GTDDX 6.73936T 7.IGSB 8.XLK 9.68380L 10.COST
2014-09-30	75	$176.2M	24	1SWMIX26827823SCHX Top holdings2014-09-30 1.SWMIX 2.682782 3.SCHX 4.4812CO 5.GTDDX 6.73936T 7.IGSB 8.XLK 9.68380L 10.GTCSX
2014-06-30	82	$180.7M	51	1SWMIX26827823SCHX Top holdings2014-06-30 1.SWMIX 2.682782 3.SCHX 4.OHYFX 5.GTDDX 6.IGSB 7.73936T 8.68380L 9.XLK 10.GTCSX
2014-03-31	75	$167.3M	41	1SWMIX 2BGRFX34812CO Top holdings2014-03-31 1.SWMIX 2.BGRFX 3.4812CO 4.SCHX 5.GTDDX 6.IGSB 7.73936T 8.68380L 9.XLK 10.XOM
2013-12-31	76	$162.3M	35	16827822SWMIX34812CO Top holdings2013-12-31 1.682782 2.SWMIX 3.4812CO 4.SCHX 5.GTDDX 6.IGSB 7.73936T 8.68380L 9.XOM 10.XLK
2013-09-30	77	$159.4M	51	16827822SWMIX 3OHYFX Top holdings2013-09-30 1.682782 2.SWMIX 3.OHYFX 4.SCHX 5.GTDDX 6.73936T 7.IGSB 8.81063U 9.XOM 10.COST
2013-06-30	62	$150.3M	0	1BGRFX 2SWMIX 3OHYFX Top holdings2013-06-30 1.BGRFX 2.SWMIX 3.OHYFX 4.GTDDX 5.SCHX 6.IGSB 7.PFF 8.81063U 9.XOM 10.COST

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).

Position changes disclosed by Buffington Mohr McNeal for the quarter ending 2025-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHX	Schwab US Large-cap ETF	—	NEW	New buy
2	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
3	COST	Costco Wholesale CORP	—	NEW	New buy
4	MSFT	Microsoft CORP	—	NEW	New buy
5	XLK	Ss Technology Select Sector	—	NEW	New buy
6	JIRE	Jpmorgan Int Res Enh Eqty	—	NEW	New buy
7	JAAA	Janus Henderson Aaa Clo ETF	—	NEW	New buy
8	APH	Amphenol Corp-cl A	—	NEW	New buy
9	IBDW	Ishares Ibonds Dec 2031 CORP	—	NEW	New buy
10	IBDR	Ishares Ibonds Dec 2026 Term	—	NEW	New buy
11	IBDV	Ishares Ibonds Dec 2030 CORP	—	NEW	New buy
12	IJR	Ishares Core S&p Small-cap E	—	NEW	New buy
13	JPM	Jpmorgan Chase & Co	—	NEW	New buy
14	V	Visa Inc-class A Shares	—	NEW	New buy
15	AAPL	Apple INC	—	NEW	New buy
16	KKR	Kkr & Co INC	—	NEW	New buy
17	URI	United Rentals INC	—	NEW	New buy
18	DHR	Danaher CORP	—	NEW	New buy
19	TMO	Thermo Fisher Scientific INC	—	NEW	New buy
20	AMZN	Amazon.com INC	—	NEW	New buy
21	AME	Ametek INC	—	NEW	New buy
22	ABT	Abbott Laboratories	—	NEW	New buy
23	RSG	Republic Services INC	—	NEW	New buy
24	ECL	Ecolab INC	—	NEW	New buy
25	GOOG	Alphabet Inc-cl C	—	NEW	New buy
26	BAC	Bank Of America CORP	—	NEW	New buy
27	APD	Air Products & Chemicals INC	—	NEW	New buy
28	SPGI	S&p Global INC	—	NEW	New buy
29	AVGO	Broadcom INC	—	NEW	New buy
30	IBDQ	Ishares Ibonds Dec 2025 Term	—	NEW	New buy
31	MRK	Merck & Co. INC.	—	NEW	New buy
32	AMD	Advanced Micro Devices	—	NEW	New buy
33	MU	Micron Technology INC	—	NEW	New buy
34	IBDS	Ishrs Ibnds Dec 27 CORP ETF	—	NEW	New buy
35	FISV	Fiserv INC	—	NEW	New buy
36	RSP	Invesco S&p 500 Equal Weight	—	NEW	New buy
37	PH	Parker Hannifin CORP	—	NEW	New buy
38	IGSB	Ishares 1-5y Inv Grade CORP	—	NEW	New buy
39	IDA	Idacorp INC	—	NEW	New buy
40	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	New buy
41	IJH	Ishares Core S&p Midcap ETF	—	NEW	New buy
42	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
43	VOO	Vanguard S&p 500 ETF	—	NEW	New buy
44	HD	Home Depot INC	—	NEW	New buy
45	WFC	Wells Fargo & Co	—	NEW	New buy
46	FTEC	Fidelity Msci Info Tech Indx	—	NEW	New buy
47	USB	US Bancorp	—	NEW	New buy
48	IBDT	Ishares Ibonds Dec 2028 ETF	—	NEW	New buy
49	GS	Goldman Sachs Group INC	—	NEW	New buy
50	HON	Honeywell International INC	—	NEW	New buy

FAQ

What is Buffington Mohr McNeal and what type of investor is it?

Buffington Mohr McNeal 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 (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%

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Buffington Mohr McNeal 13F Filings Explorer

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 AUM Browse other institutions starting with "B"

Personality snowflake

Concentration: 13.28
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 61.29
Diversification: 100
Sizing Uniformity: 83.54

Recent moves

New 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
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

+6.9%

Performance Last 4 Quarters

+27.9%

Based on 73% of reported portfolio value with available pricing

Stdev: +13.9%
Beta: +1
Alpha: +1.3%
Max Drawdown: -7.3%
Annualized Perf: +20.5%
Batting Avg vs S&P: +44.4%
Sortino: +3.18
Stutzer: +0.43
Treynor: +0.2
Sterling: +1.24
Calmar: +2.81
Information Ratio: +0.27
Tracking Error: +4.6%
Stdev Down: +6.2%
Winning Months %: +63.9%
Losing Months %: +36.1%
Best 12 Months: +35.9%
Worst 12 Months: +6.6%
Efficiency Ratio: +0.6
Sharpe: +1.42
Stdev Sectors: +10%
Skewness: +0.38
Kurtosis: 0
Upside Potential: +4.94

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-03-31	111	$507.0M	100	1SCHX 2IVV 3COST Top holdings2025-03-31 1.SCHX 2.IVV 3.COST 4.MSFT 5.XLK 6.JIRE 7.JAAA 8.APH 9.IBDW 10.IBDR
2024-12-31	133	$603.1M	0	1SCHX 2COST 3MSFT Top holdings2024-12-31 1.SCHX 2.COST 3.MSFT 4.IVV 5.XLK 6.APH 7.KKR 8.JPM 9.JIRE 10.CALF
2024-09-30	130	$608.0M	0	1SCHX 2MSFT 3COST Top holdings2024-09-30 1.SCHX 2.MSFT 3.COST 4.IVV 5.XLK 6.CALF 7.JIRE 8.DHR 9.TMO 10.APH
2024-06-30	123	$570.2M	0	1SCHX 2MSFT 3COST Top holdings2024-06-30 1.SCHX 2.MSFT 3.COST 4.XLK 5.IVV 6.APH 7.JIRE 8.CALF 9.DHR 10.TMO
2024-03-31	129	$552.4M	0	1SCHX 2MSFT 3COST Top holdings2024-03-31 1.SCHX 2.MSFT 3.COST 4.XLK 5.IVV 6.CALF 7.TMO 8.DHR 9.JIRE 10.APH
2023-12-31	129	$497.7M	0	1SCHX 2MSFT 3COST Top holdings2023-12-31 1.SCHX 2.MSFT 3.COST 4.XLK 5.IVV 6.DHR 7.TMO 8.JIRE 9.APH 10.IBDR
2023-09-30	120	$439.9M	0	1SCHX 2MSFT 3COST Top holdings2023-09-30 1.SCHX 2.MSFT 3.COST 4.XLK 5.DHR 6.TMO 7.IVV 8.IBDR 9.IGSB 10.JIRE
2023-06-30	123	$463.2M	0	1SCHX 2MSFT 3COST Top holdings2023-06-30 1.SCHX 2.MSFT 3.COST 4.XLK 5.IGSB 6.DHR 7.TMO 8.IBDR 9.IVV 10.APH
2023-03-31	123	$436.4M	0	1SCHX 2MSFT 3IGSB Top holdings2023-03-31 1.SCHX 2.MSFT 3.IGSB 4.COST 5.XLK 6.DHR 7.TMO 8.IBDR 9.APH 10.IVV
2022-12-31	120	$429.9M	0	1SCHX 2IGSB 3DHR Top holdings2022-12-31 1.SCHX 2.IGSB 3.DHR 4.MSFT 5.COST 6.TMO 7.XLK 8.IBDR 9.HON 10.APH
2022-09-30	119	$415.3M	0	1IGSB 2SCHX 3COST Top holdings2022-09-30 1.IGSB 2.SCHX 3.COST 4.MSFT 5.DHR 6.TMO 7.XLK 8.SLQD 9.APH 10.ABT
2022-06-30	119	$456.2M	0	1IGSB 2SCHX 3MSFT Top holdings2022-06-30 1.IGSB 2.SCHX 3.MSFT 4.COST 5.DHR 6.TMO 7.XLK 8.SLQD 9.ABT 10.APH
2022-03-31	123	$528.3M	0	1IGSB 2SCHX 3MSFT Top holdings2022-03-31 1.IGSB 2.SCHX 3.MSFT 4.COST 5.XLK 6.DHR 7.TMO 8.SLQD 9.APH 10.VNQ
2021-12-31	131	$584.1M	0	1IGSB 2SCHX 3MSFT Top holdings2021-12-31 1.IGSB 2.SCHX 3.MSFT 4.COST 5.XLK 6.DHR 7.TMO 8.SLQD 9.APH 10.ABT
2021-09-30	118	$521.6M	0	1IGSB 2SCHX 3MSFT Top holdings2021-09-30 1.IGSB 2.SCHX 3.MSFT 4.DHR 5.XLK 6.COST 7.TMO 8.SLQD 9.APH 10.CTLTEUR
2021-06-30	123	$509.9M	96	1IGSB 2SCHX 3MSFT Top holdings2021-06-30 1.IGSB 2.SCHX 3.MSFT 4.XLK 5.DHR 6.COST 7.TMO 8.SLQD 9.FIS 10.APH
2021-03-31	123	$466.1M	13	1IGSB 2SCHX 3XLK Top holdings2021-03-31 1.IGSB 2.SCHX 3.XLK 4.MSFT 5.DHR 6.COST 7.TMO 8.SLQD 9.FIS 10.ABT
2020-12-31	121	$429.8M	15	1IGSB 2SCHX 3XLK Top holdings2020-12-31 1.IGSB 2.SCHX 3.XLK 4.MSFT 5.COST 6.DHR 7.FIS 8.TMO 9.PGX 10.APH
2020-09-30	116	$379.2M	18	1IGSB 2SCHX 3MSFT Top holdings2020-09-30 1.IGSB 2.SCHX 3.MSFT 4.XLK 5.FIS 6.COST 7.DHR 8.TMO 9.PGX 10.ABT
2020-06-30	115	$355.2M	23	1IGSB 2SCHX 3MSFT Top holdings2020-06-30 1.IGSB 2.SCHX 3.MSFT 4.XLK 5.FIS 6.COST 7.DHR 8.TMO 9.PGX 10.CCI
2020-03-31	105	$300.5M	24	1IGSB 2SCHX 3FIS Top holdings2020-03-31 1.IGSB 2.SCHX 3.FIS 4.MSFT 5.COST 6.XLK 7.DHR 8.PGX 9.TMO 10.IJR
2019-12-31	113	$353.7M	13	1IGSB 2SCHX 3FIS Top holdings2019-12-31 1.IGSB 2.SCHX 3.FIS 4.IJR 5.XLK 6.COST 7.MSFT 8.PGX 9.TMO 10.DHR
2019-09-30	113	$326.7M	14	1SCHX 2IGSB 3FIS Top holdings2019-09-30 1.SCHX 2.IGSB 3.FIS 4.IJR 5.XLK 6.COST 7.MSFT 8.PGX 9.DHR 10.TMO
2019-06-30	116	$319.9M	13	1SCHX 2IGSB 3IJR Top holdings2019-06-30 1.SCHX 2.IGSB 3.IJR 4.XLK 5.COST 6.WP 7.MSFT 8.PGX 9.DHR 10.TMO
2019-03-31	364	$310.6M	25	1SCHX 2IJR 3IGSB Top holdings2019-03-31 1.SCHX 2.IJR 3.IGSB 4.XLK 5.COST 6.WP 7.PGX 8.MSFT 9.DHR 10.TMO
2018-12-31	114	$248.8M	21	1SCHX 2IJR 3XLK Top holdings2018-12-31 1.SCHX 2.IJR 3.XLK 4.PGX 5.IGSB 6.COST 7.MSFT 8.TMO 9.WP 10.DHR
2018-09-30	115	$289.7M	13	1SCHX 2IJR 3XLK Top holdings2018-09-30 1.SCHX 2.IJR 3.XLK 4.COST 5.PGX 6.IGSB 7.MSFT 8.WP 9.TMO 10.DHR
2018-06-30	117	$266.3M	25	1SCHX 2IJR 3XLK Top holdings2018-06-30 1.SCHX 2.IJR 3.XLK 4.PGX 5.COST 6.IGSB 7.MSFT 8.WP 9.VNQ 10.TMO
2018-03-31	118	$261.3M	29	1SCHX 2IJR 3XLK Top holdings2018-03-31 1.SCHX 2.IJR 3.XLK 4.73936T 5.IGSB 6.COST 7.MSFT 8.WP 9.VNQ 10.TMO
2017-12-31	119	$261.3M	7	1SCHX 2IJR 3XLK Top holdings2017-12-31 1.SCHX 2.IJR 3.XLK 4.73936T 5.IGSB 6.COST 7.VNQ 8.ROK 9.MSFT 10.92210H
2017-09-30	123	$257.2M	16	1SCHX 2IJR 3XLK Top holdings2017-09-30 1.SCHX 2.IJR 3.XLK 4.73936T 5.IGSB 6.VNQ 7.COST 8.ROK 9.MSFT 10.TMO
2017-06-30	134	$253.2M	17	1SCHX 2IJR373936T Top holdings2017-06-30 1.SCHX 2.IJR 3.73936T 4.XLK 5.VNQ 6.IGSB 7.COST 8.MSFT 9.ROK 10.TMO
2017-03-31	109	$227.4M	53	1SCHX 2IJR373936T Top holdings2017-03-31 1.SCHX 2.IJR 3.73936T 4.XLK 5.VNQ 6.COST 7.IGSB 8.MSFT 9.DHR 10.92210H
2016-12-31	173	$261.9M	22	1SCHX 2SWMIX 3JAENX Top holdings2016-12-31 1.SCHX 2.SWMIX 3.JAENX 4.73936T 5.XLK 6.VNQ 7.FDRXX 8.IJR 9.COST 10.4812CO
2016-09-30	157	$238.0M	14	1SCHX 2SWMIX 3JAENX Top holdings2016-09-30 1.SCHX 2.SWMIX 3.JAENX 4.73936T 5.XLK 6.VNQ 7.COST 8.4812CO 9.68380L 10.GTCSX
2016-06-30	162	$226.9M	12	1SWMIX 2SCHX373936T Top holdings2016-06-30 1.SWMIX 2.SCHX 3.73936T 4.JAENX 5.XLK 6.VNQ 7.COST 8.68380L 9.IGSB 10.4812CO
2016-03-31	172	$227.6M	30	1SWMIX 2SCHX373936T Top holdings2016-03-31 1.SWMIX 2.SCHX 3.73936T 4.JAENX 5.XLK 6.VNQ 7.68380L 8.IGSB 9.COST 10.4812CO
2015-12-31	140	$186.9M	47	1SWMIX 2SCHX373936T Top holdings2015-12-31 1.SWMIX 2.SCHX 3.73936T 4.JAENX 5.XLK 6.68380L 7.IGSB 8.COST 9.4812CO 10.GTCSX
2015-09-30	82	$152.8M	23	1SWMIX26827823SCHX Top holdings2015-09-30 1.SWMIX 2.682782 3.SCHX 4.73936T 5.XLK 6.IGSB 7.4812CO 8.68380L 9.GTCSX 10.COST
2015-06-30	97	$179.9M	12	1SWMIX26827823SCHX Top holdings2015-06-30 1.SWMIX 2.682782 3.SCHX 4.4812CO 5.73936T 6.GTDDX 7.XLK 8.68380L 9.IGSB 10.GTCSX
2015-03-31	90	$180.0M	15	1SWMIX26827823SCHX Top holdings2015-03-31 1.SWMIX 2.682782 3.SCHX 4.4812CO 5.GTDDX 6.73936T 7.IGSB 8.XLK 9.68380L 10.GTCSX
2014-12-31	78	$174.0M	13	1SWMIX26827823SCHX Top holdings2014-12-31 1.SWMIX 2.682782 3.SCHX 4.4812CO 5.GTDDX 6.73936T 7.IGSB 8.XLK 9.68380L 10.COST
2014-09-30	75	$176.2M	24	1SWMIX26827823SCHX Top holdings2014-09-30 1.SWMIX 2.682782 3.SCHX 4.4812CO 5.GTDDX 6.73936T 7.IGSB 8.XLK 9.68380L 10.GTCSX
2014-06-30	82	$180.7M	51	1SWMIX26827823SCHX Top holdings2014-06-30 1.SWMIX 2.682782 3.SCHX 4.OHYFX 5.GTDDX 6.IGSB 7.73936T 8.68380L 9.XLK 10.GTCSX
2014-03-31	75	$167.3M	41	1SWMIX 2BGRFX34812CO Top holdings2014-03-31 1.SWMIX 2.BGRFX 3.4812CO 4.SCHX 5.GTDDX 6.IGSB 7.73936T 8.68380L 9.XLK 10.XOM
2013-12-31	76	$162.3M	35	16827822SWMIX34812CO Top holdings2013-12-31 1.682782 2.SWMIX 3.4812CO 4.SCHX 5.GTDDX 6.IGSB 7.73936T 8.68380L 9.XOM 10.XLK
2013-09-30	77	$159.4M	51	16827822SWMIX 3OHYFX Top holdings2013-09-30 1.682782 2.SWMIX 3.OHYFX 4.SCHX 5.GTDDX 6.73936T 7.IGSB 8.81063U 9.XOM 10.COST
2013-06-30	62	$150.3M	0	1BGRFX 2SWMIX 3OHYFX Top holdings2013-06-30 1.BGRFX 2.SWMIX 3.OHYFX 4.GTDDX 5.SCHX 6.IGSB 7.PFF 8.81063U 9.XOM 10.COST

Holding changes this quarter

Position changes disclosed by Buffington Mohr McNeal for the quarter ending 2025-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHX	Schwab US Large-cap ETF	—	NEW	New buy
2	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
3	COST	Costco Wholesale CORP	—	NEW	New buy
4	MSFT	Microsoft CORP	—	NEW	New buy
5	XLK	Ss Technology Select Sector	—	NEW	New buy
6	JIRE	Jpmorgan Int Res Enh Eqty	—	NEW	New buy
7	JAAA	Janus Henderson Aaa Clo ETF	—	NEW	New buy
8	APH	Amphenol Corp-cl A	—	NEW	New buy
9	IBDW	Ishares Ibonds Dec 2031 CORP	—	NEW	New buy
10	IBDR	Ishares Ibonds Dec 2026 Term	—	NEW	New buy
11	IBDV	Ishares Ibonds Dec 2030 CORP	—	NEW	New buy
12	IJR	Ishares Core S&p Small-cap E	—	NEW	New buy
13	JPM	Jpmorgan Chase & Co	—	NEW	New buy
14	V	Visa Inc-class A Shares	—	NEW	New buy
15	AAPL	Apple INC	—	NEW	New buy
16	KKR	Kkr & Co INC	—	NEW	New buy
17	URI	United Rentals INC	—	NEW	New buy
18	DHR	Danaher CORP	—	NEW	New buy
19	TMO	Thermo Fisher Scientific INC	—	NEW	New buy
20	AMZN	Amazon.com INC	—	NEW	New buy
21	AME	Ametek INC	—	NEW	New buy
22	ABT	Abbott Laboratories	—	NEW	New buy
23	RSG	Republic Services INC	—	NEW	New buy
24	ECL	Ecolab INC	—	NEW	New buy
25	GOOG	Alphabet Inc-cl C	—	NEW	New buy
26	BAC	Bank Of America CORP	—	NEW	New buy
27	APD	Air Products & Chemicals INC	—	NEW	New buy
28	SPGI	S&p Global INC	—	NEW	New buy
29	AVGO	Broadcom INC	—	NEW	New buy
30	IBDQ	Ishares Ibonds Dec 2025 Term	—	NEW	New buy
31	MRK	Merck & Co. INC.	—	NEW	New buy
32	AMD	Advanced Micro Devices	—	NEW	New buy
33	MU	Micron Technology INC	—	NEW	New buy
34	IBDS	Ishrs Ibnds Dec 27 CORP ETF	—	NEW	New buy
35	FISV	Fiserv INC	—	NEW	New buy
36	RSP	Invesco S&p 500 Equal Weight	—	NEW	New buy
37	PH	Parker Hannifin CORP	—	NEW	New buy
38	IGSB	Ishares 1-5y Inv Grade CORP	—	NEW	New buy
39	IDA	Idacorp INC	—	NEW	New buy
40	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	New buy
41	IJH	Ishares Core S&p Midcap ETF	—	NEW	New buy
42	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
43	VOO	Vanguard S&p 500 ETF	—	NEW	New buy
44	HD	Home Depot INC	—	NEW	New buy
45	WFC	Wells Fargo & Co	—	NEW	New buy
46	FTEC	Fidelity Msci Info Tech Indx	—	NEW	New buy
47	USB	US Bancorp	—	NEW	New buy
48	IBDT	Ishares Ibonds Dec 2028 ETF	—	NEW	New buy
49	GS	Goldman Sachs Group INC	—	NEW	New buy
50	HON	Honeywell International INC	—	NEW	New buy