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Portfolio (Quarterly) Guide ↗

BUFFALO BUSINESS & ESTATE SERVICES LTD

· CIK 0002103405
13F Portfolio $689.0B AUM 87 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 29 Added 41 Reduced 22 Exited
Page 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 23,393.0 $5.7M 0.83% -2K -8.1% $244.44 -7.6%
22 JPM JPMORGAN CHASE & CO Financial Services 18,509.0 $5.4M 0.79% +1K +6.4% $294.16 +1.6%
23 MA MASTERCARD INCORPORATED Financial Services 10,686.0 $5.3M 0.78% +1K +12.0% $499.68 -1.4%
24 AMGN AMGEN INC Healthcare 15,053.0 $5.3M 0.77% -2K -9.9% $351.85 -8.4%
25 KLAC KLA CORP Technology 3,498.0 $5.2M 0.75% -612.0 -14.9% $1472.47 +21.8%
26 LOW LOWES COS INC Consumer Cyclical 21,358.0 $5.0M 0.73% $236.28 -7.7%
27 COF CAPITAL ONE FINL CORP Financial Services 26,866.0 $4.9M 0.71% +4K +19.7% $182.43 +2.2%
28 CVX CHEVRON CORPORATION Energy 23,125.0 $4.8M 0.69% -4K -14.3% $206.90 -8.5%
29 LMT LOCKHEED MARTIN CORP Industrials 7,717.0 $4.7M 0.68% -2K -20.7% $604.41 -14.9%
30 IWD ISHARES TR 21,784.0 $4.7M 0.68% -3K -12.7% $213.67 +8.8%
31 NEE NEXTERA ENERGY INC Utilities 45,983.0 $4.3M 0.62% +43K +1638.5% $92.88 -3.7%
32 URI UNITED RENTALS INC Industrials 5,549.0 $4.0M 0.59% -177.0 -3.1% $728.53 +31.8%
33 TT TRANE TECHNOLOGIES PLC Industrials 9,469.0 $3.9M 0.57% -2K -14.8% $416.75 +11.8%
34 SPYG SPDR SERIES TRUST 39,685.0 $3.9M 0.56% +436.0 +1.1% $97.91 +20.8%
35 VEA VANGUARD TAX-MANAGED FDS 55,118.0 $3.5M 0.51% +14K +33.6% $64.08 +8.6%
36 GEV GE VERNOVA INC Utilities 3,368.0 $2.9M 0.43% +73.0 +2.2% $873.02 +18.2%
37 B BARRICK MNG CORP Basic Materials 55,131.0 $2.2M 0.33% -7K -11.2% $40.79 +2.0%
38 UBER UBER TECHNOLOGIES INC Technology 28,663.0 $2.1M 0.30% +465.0 +1.6% $71.93 +3.7%
39 IWR ISHARES TR 14,670.0 $1.4M 0.21% +440.0 +3.1% $97.23 +6.6%
40 HOOD ROBINHOOD MKTS INC Financial Services 14,971.0 $1.0M 0.15% +2K +13.3% $69.30 +11.0%
Page 2 of 5  ·  87 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 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%