Portfolio (Quarterly)
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BUFFALO BUSINESS & ESTATE SERVICES LTD
· CIK 0002103405| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | — | 1,629,062.0 | $134.8M | 19.56% | +13K | +0.8% | $82.75 | -0.9% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 518,114.0 | $90.4M | 13.11% | — | — | $174.40 | +35.2% |
| 3 | VTV | VANGUARD INDEX FDS | — | 338,073.0 | $66.3M | 9.63% | -38K | -10.2% | $196.20 | +5.3% |
| 4 | AGG | ISHARES TR | — | 427,728.0 | $42.5M | 6.16% | -12K | -2.6% | $99.27 | -1.3% |
| 5 | IEFA | ISHARES TR | — | 448,331.0 | $40.6M | 5.89% | +74K | +19.8% | $90.53 | +5.2% |
| 6 | AMZN | AMAZON COM INC | Consumer Cyclical | 180,350.0 | $37.6M | 5.45% | +48K | +36.1% | $208.27 | +26.8% |
| 7 | AAPL | APPLE INC | Technology | 139,489.0 | $35.4M | 5.14% | +2K | +1.7% | $253.79 | +18.3% |
| 8 | GOOGL | ALPHABET INC | Communication Services | 98,250.0 | $28.3M | 4.10% | -9K | -8.1% | $287.56 | +39.5% |
| 9 | NFLX | NETFLIX INC. | Communication Services | 241,837.0 | $23.3M | 3.38% | +92K | +60.9% | $96.15 | -9.6% |
| 10 | LLY | ELI LILLY & CO | Healthcare | 10,355.0 | $9.5M | 1.38% | -209.0 | -2.0% | $919.73 | +9.5% |
| 11 | AVGO | BROADCOM INC | Technology | 30,718.0 | $9.5M | 1.38% | +2K | +8.3% | $309.51 | +37.4% |
| 12 | META | META PLATFORMS INC | Communication Services | 15,054.0 | $8.6M | 1.25% | +1K | +9.8% | $572.14 | +8.1% |
| 13 | TLT | ISHARES TR | — | 97,625.0 | $8.5M | 1.23% | NEW | — | $86.69 | -3.5% |
| 14 | MSFT | MICROSOFT CORP | Technology | 22,703.0 | $8.4M | 1.22% | +2K | +11.8% | $370.18 | +10.6% |
| 15 | PANW | PALO ALTO NETWORKS INC | Technology | 50,032.0 | $8.0M | 1.16% | +10K | +23.7% | $160.32 | +48.6% |
| 16 | IJK | ISHARES TR | — | 79,393.0 | $8.0M | 1.16% | +418.0 | +0.5% | $100.62 | +9.6% |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 23,218.0 | $7.8M | 1.14% | -4K | -13.2% | $337.95 | +23.6% |
| 18 | BA | BOEING CO | Industrials | 39,160.0 | $7.8M | 1.13% | +32K | +439.2% | $199.03 | +10.8% |
| 19 | IWF | ISHARES TR | — | 14,698.0 | $6.3M | 0.91% | +737.0 | +5.3% | $426.39 | -70.8% |
| 20 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 5,880.0 | $5.9M | 0.85% | -570.0 | -8.8% | $996.48 | +4.5% |
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%