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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 1 of 5  ·  87 positions
# 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%
Page 1 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%