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Portfolio (Quarterly) Guide ↗

BUFFALO BUSINESS & ESTATE SERVICES LTD

· CIK 0002103405
13F Portfolio $793M AUM 105 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 41 Added 30 Reduced 5 Exited
Page 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOO VANGUARD INDEX FDS 1,882.0 $1.3M 0.16% +825.0 +78.0% $686.85 +2.2%
42 ASML ASML HLDG NV Technology 544.0 $1.1M 0.14% NEW $1989.44 -15.6%
43 GLW CORNING INC Technology 4,205.0 $1.1M 0.14% -1K -24.3% $255.46 -41.2%
44 IGV ISHARES TR 11,387.0 $1.0M 0.13% NEW $90.60 +15.2%
45 AMD ADVANCED MICRO DEVICES INC Technology 1,673.0 $972K 0.12% -12.0 -0.7% $580.91 -3.6%
46 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 952.0 $919K 0.12% $965.46 -11.0%
47 ANET ARISTA NETWORKS INC Technology 5,393.0 $916K 0.12% -158.0 -2.9% $169.88 +17.4%
48 UBER UBER TECHNOLOGIES INC Technology 12,264.0 $885K 0.11% -16K -57.2% $72.16 -2.3%
49 LIN LINDE PLC Basic Materials 1,614.0 $837K 0.11% NEW $518.78 -11.3%
50 PWR QUANTA SVCS INC Industrials 1,125.0 $810K 0.10% -34.0 -2.9% $720.22 -11.6%
51 CAT CATERPILLAR INC Industrials 756.0 $805K 0.10% $1065.21 -24.1%
52 NFLX NETFLIX INC. Communication Services 10,500.0 $750K 0.10% -231K -95.7% $71.40 +0.5%
53 TSLA TESLA INC Consumer Cyclical 1,761.0 $740K 0.09% $420.48 -13.4%
54 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,664.0 $655K 0.08% $33.29 +38.2%
55 KEEL KEEL INFRASTRUCTURE CORP Technology 109,109.0 $626K 0.08% NEW $5.74 -30.4%
56 VRT VERTIV HOLDINGS CO Industrials 1,775.0 $594K 0.07% NEW $334.74 -25.5%
57 MRVL MARVELL TECHNOLOGY INC Technology 1,921.0 $572K 0.07% NEW $297.88 -18.0%
58 BERKSHIRE HATHAWAY INC DEL 1,119.0 $560K 0.07% -41.0 -3.5% $500.39
59 WYFI WHITEFIBER INC Technology 13,758.0 $534K 0.07% -37K -72.8% $38.85 -51.2%
60 MPWR MONOLITHIC PWR SYS INC Technology 385.0 $533K 0.07% -70.0 -15.4% $1383.34 -12.0%
Page 3 of 6  ·  105 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 48.2%
Communication Services 11.2%
Consumer Cyclical 10.3%
Financial Services 9.2%
Industrials 7.1%
Healthcare 7.0%
Utilities 4.0%
Consumer Defensive 1.5%
Energy 1.2%
Basic Materials 0.3%