Portfolio (Quarterly)
Guide ↗
BUFFALO BUSINESS & ESTATE SERVICES LTD
· CIK 0002103405| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | — | 97,625.0 | $8.5M | 1.23% | NEW | — | $86.69 | -3.5% |
| 2 | GLW | CORNING INC | Technology | 5,558.0 | $756K | 0.11% | NEW | — | $135.98 | +53.2% |
| 3 | MU | MICRON TECHNOLOGY INC | Technology | 2,085.0 | $704K | 0.10% | NEW | — | $337.84 | +129.7% |
| 4 | WYFI | WHITEFIBER INC | Technology | 50,519.0 | $602K | 0.09% | NEW | — | $11.91 | +151.8% |
| 5 | ALAB | ASTERA LABS INC | Technology | 2,667.0 | $292K | 0.04% | NEW | — | $109.60 | +112.3% |
| 6 | NYF | ISHARES TR | — | 5,369.0 | $285K | 0.04% | NEW | — | $53.12 | +0.0% |
| 7 | EDV | VANGUARD WORLD FD | — | 3,974.0 | $258K | 0.04% | NEW | — | $64.95 | -5.4% |
| 8 | NBTB | NBT BANCORP INC | Financial Services | 4,748.0 | $202K | 0.03% | NEW | — | $42.58 | +4.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
47.6%
Communication Services
16.7%
Consumer Cyclical
12.0%
Industrials
6.2%
Healthcare
6.1%
Financial Services
5.7%
Utilities
2.0%
Consumer Defensive
1.7%
Energy
1.4%
Basic Materials
0.6%