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Portfolio (Quarterly) Guide ↗

BUFFALO BUSINESS & ESTATE SERVICES LTD

· CIK 0002103405
13F Portfolio $696M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 101 New
Page 3 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWR ISHARES TR 14,230.0 $1.4M 0.20% NEW $96.27 +7.7%
42 ISRG INTUITIVE SURGICAL INC Healthcare 2,407.0 $1.4M 0.20% NEW $566.36 -25.1%
43 VOO VANGUARD INDEX FDS 1,759.0 $1.1M 0.16% NEW $627.02 +8.3%
44 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,713.0 $979K 0.14% NEW $49.65 -12.0%
45 IWM ISHARES TR 3,678.0 $905K 0.13% NEW $246.14 +12.8%
46 ANET ARISTA NETWORKS INC Technology 6,336.0 $830K 0.12% NEW $131.03 +8.7%
47 SNOW SNOWFLAKE INC Technology 3,683.0 $808K 0.12% NEW $219.36 -27.8%
48 TSLA TESLA INC Consumer Cyclical 1,766.0 $794K 0.11% NEW $449.59 -6.8%
49 GS GOLDMAN SACHS GROUP INC Financial Services 842.0 $740K 0.11% NEW $879.31 +8.5%
50 SYK STRYKER CORPORATION Healthcare 2,032.0 $714K 0.10% NEW $351.48 -12.7%
51 BERKSHIRE HATHAWAY INC DEL 1,270.0 $638K 0.09% NEW $502.65
52 PWR QUANTA SVCS INC Industrials 1,357.0 $573K 0.08% NEW $422.19 +78.8%
53 MPWR MONOLITHIC PWR SYS INC Technology 539.0 $489K 0.07% NEW $906.36 +71.5%
54 CRWV COREWEAVE INC Technology 6,743.0 $483K 0.07% NEW $71.61 +43.0%
55 IVV ISHARES TR 687.0 $470K 0.07% NEW $684.85 +8.3%
56 CAT CATERPILLAR INC Industrials 772.0 $442K 0.06% NEW $573.05 +54.4%
57 AXP AMERICAN EXPRESS CO Financial Services 1,143.0 $423K 0.06% NEW $369.89 -15.8%
58 WMT WALMART INC Consumer Defensive 3,742.0 $417K 0.06% NEW $111.40 +18.0%
59 RDDT REDDIT INC Communication Services 1,795.0 $413K 0.06% NEW $229.87 -33.0%
60 GLD SPDR GOLD TR Financial Services 1,041.0 $413K 0.06% NEW $396.31 +6.0%
Page 3 of 6  ·  101 positions

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 52.3%
Communication Services 15.4%
Consumer Cyclical 9.9%
Healthcare 6.5%
Financial Services 5.9%
Industrials 4.6%
Utilities 1.7%
Consumer Defensive 1.7%
Energy 1.1%
Basic Materials 0.7%