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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VOO | VANGUARD INDEX FDS | — | 1,057.0 | $631K | 0.09% | -702.0 | -39.9% | $597.32 | +13.7% |
| 22 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,160.0 | $556K | 0.08% | -110.0 | -8.7% | $479.20 | — |
| 23 | CAT | CATERPILLAR INC | Industrials | 759.0 | $538K | 0.08% | -13.0 | -1.7% | $708.74 | +24.9% |
| 24 | SYK | STRYKER CORPORATION | Healthcare | 1,624.0 | $534K | 0.08% | -408.0 | -20.1% | $328.64 | -6.6% |
| 25 | MPWR | MONOLITHIC PWR SYS INC | Technology | 455.0 | $497K | 0.07% | -84.0 | -15.6% | $1092.47 | +42.3% |
| 26 | IVV | ISHARES TR | — | 645.0 | $421K | 0.06% | -42.0 | -6.1% | $652.83 | +13.6% |
| 27 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 948.0 | $371K | 0.05% | -66.0 | -6.5% | $391.78 | +100.3% |
| 28 | IJR | ISHARES TR | — | 2,833.0 | $352K | 0.05% | -50.0 | -1.7% | $124.30 | +8.0% |
| 29 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,685.0 | $343K | 0.05% | -103.0 | -5.8% | $203.43 | +113.8% |
| 30 | CRWV | COREWEAVE INC | Technology | 4,360.0 | $338K | 0.05% | -2K | -35.3% | $77.47 | +32.2% |
| 31 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,671.0 | $335K | 0.05% | -329.0 | -4.7% | $50.20 | -7.7% |
| 32 | DE | DEERE & CO | Industrials | 579.0 | $326K | 0.05% | -37.0 | -6.0% | $563.64 | -0.0% |
| 33 | GE | GE AEROSPACE | Industrials | 1,140.0 | $324K | 0.05% | -19.0 | -1.6% | $283.79 | -0.1% |
| 34 | HD | HOME DEPOT INC | Consumer Cyclical | 916.0 | $301K | 0.04% | -53.0 | -5.5% | $328.83 | -9.2% |
| 35 | SHYG | ISHARES TR | — | 6,487.0 | $274K | 0.04% | -57.0 | -0.9% | $42.31 | -0.1% |
| 36 | AXP | AMERICAN EXPRESS CO | Financial Services | 864.0 | $261K | 0.04% | -279.0 | -24.4% | $302.54 | +2.9% |
| 37 | BLK | BLACKROCK INC | Financial Services | 268.0 | $258K | 0.04% | -57.0 | -17.5% | $962.11 | +12.5% |
| 38 | IJH | ISHARES TR | — | 3,818.0 | $258K | 0.04% | -220.0 | -5.5% | $67.53 | +7.0% |
| 39 | AMP | AMERIPRISE FINL INC | Financial Services | 491.0 | $218K | 0.03% | -249.0 | -33.6% | $444.83 | +5.7% |
| 40 | ORCL | ORACLE CORP | Technology | 1,440.0 | $212K | 0.03% | -585.0 | -28.9% | $147.12 | +27.9% |
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%