BUFFALO BUSINESS & ESTATE SERVICES LTD
Holdings as of 2026-06-30, filed 2026-07-23
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 23 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
105
Value reported by manager
$792.9M
Sum of our stored positions
$792.9M
should match the line above
Disclosure lag
23 d
quarter end to filing
Top 5 concentration
49.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
105 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $115.2M | 1,394,338 | — | 92206C870 |
| NVIDIA CORPORATION | COM | $88.8M | 444,013 | — | 67066G104 |
| VANGUARD INDEX FDS | VALUE ETF | $80.4M | 368,698 | — | 922908744 |
| ISHARES TR | ISHS 1-5YR INVS | $62.4M | 1,190,935 | — | 464288646 |
| ISHARES TR | CORE MSCI EAFE | $41.8M | 432,600 | — | 46432F842 |
| APPLE INC | COM | $38.5M | 133,081 | — | 037833100 |
| ISHARES TR | CORE US AGGBD ET | $38.3M | 386,659 | — | 464287226 |
| ALPHABET INC | CAP STK CL A | $35.8M | 100,130 | — | 02079K305 |
| AMAZON COM INC | COM | $34.1M | 142,885 | — | 023135106 |
| ISHARES TR | S&P MC 400GR ETF | $16.8M | 143,117 | — | 464287606 |
| ELI LILLY & CO | COM | $12.5M | 10,454 | — | 532457108 |
| GOLDMAN SACHS GROUP INC | COM | $11.9M | 11,778 | — | 38141G104 |
| GE VERNOVA INC | COM | $11.7M | 9,923 | — | 36828A101 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $11.6M | 24,224 | — | 874039100 |
| PALO ALTO NETWORKS INC | COM | $11.4M | 33,497 | — | 697435105 |
| BROADCOM INC | COM | $11.2M | 29,650 | — | 11135F101 |
| KLA CORP | COM NEW | $10.9M | 36,208 | — | 482480100 |
| BOEING CO | COM | $9.7M | 44,808 | — | 097023105 |
| MICROSOFT CORP | COM | $9.6M | 25,751 | — | 594918104 |
| META PLATFORMS INC | CL A | $8.7M | 15,390 | — | 30303M102 |
| UNITEDHEALTH GROUP INC | COM | $8.2M | 19,750 | — | 91324P102 |
| CAPITAL ONE FINL CORP | COM | $7.9M | 39,444 | — | 14040H105 |
| ISHARES TR | RUS 1000 GRW ETF | $7.8M | 63,166 | — | 464287614 |
| UNITED RENTALS INC | COM | $6.6M | 5,798 | — | 911363109 |
| JPMORGAN CHASE & CO | COM | $6.4M | 19,575 | — | 46625H100 |
| JOHNSON & JOHNSON | COM | $6.3M | 24,887 | — | 478160104 |
| LOWES COS INC | COM | $6.2M | 27,900 | — | 548661107 |
| MASTERCARD INCORPORATED | CL A | $5.9M | 11,411 | — | 57636Q104 |
| COSTCO WHOLESALE CORPORATION | COM | $5.8M | 6,154 | — | 22160K105 |
| ISHARES TR | RUS 1000 VAL ETF | $5.6M | 23,120 | — | 464287598 |
| TRANE TECHNOLOGIES PLC | SHS | $4.9M | 9,876 | — | G8994E103 |
| SPDR SERIES TRUST | ST STR P500GRW | $4.8M | 40,468 | — | 78464A409 |
| NEXTERA ENERGY INC | COM | $4.5M | 51,741 | — | 65339F101 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.2M | 59,247 | — | 921943858 |
| LOCKHEED MARTIN CORP | COM | $4.2M | 8,265 | — | 539830109 |
| CHEVRON CORPORATION | COM | $4M | 24,098 | — | 166764100 |
| ROBINHOOD MKTS INC | COM CL A | $2.2M | 21,657 | — | 770700102 |
| CROWDSTRIKE HLDGS INC | CL A | $1.9M | 2,518 | — | 22788C105 |
| ISHARES TR | RUS MID CAP ETF | $1.7M | 15,373 | — | 464287499 |
| ISHARES TR | RUSSELL 2000 ETF | $1.4M | 4,731 | — | 464287655 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.3M | 1,882 | — | 922908363 |
| ASML HLDG NV | N Y REGISTRY SHS | $1.1M | 544 | — | N07059210 |
| CORNING INC | COM | $1.1M | 4,205 | — | 219350105 |
| ISHARES TR | EXPANDED TECH | $1M | 11,387 | — | 464287515 |
| ADVANCED MICRO DEVICES INC | COM | $971.9K | 1,673 | — | 007903107 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $919.1K | 952 | — | G7997R103 |
| ARISTA NETWORKS INC | COM SHS | $916.2K | 5,393 | — | 040413205 |
| UBER TECHNOLOGIES INC | COM | $885K | 12,264 | — | 90353T100 |
| LINDE PLC | SHS | $837.3K | 1,614 | — | G54950103 |
| QUANTA SVCS INC | COM | $810.2K | 1,125 | — | 74762E102 |
| CATERPILLAR INC | COM | $805.3K | 756 | — | 149123101 |
| NETFLIX INC. | COM | $749.7K | 10,500 | — | 64110L106 |
| TESLA INC | COM | $740.5K | 1,761 | — | 88160R101 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $654.6K | 19,664 | — | 46438F101 |
| KEEL INFRASTRUCTURE CORP | COM SHS | $626.3K | 109,109 | — | 486917107 |
| VERTIV HOLDINGS CO | COM CL A | $594.2K | 1,775 | — | 92537N108 |
| MARVELL TECHNOLOGY INC | COM | $572.2K | 1,921 | — | 573874104 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $559.9K | 1,119 | — | 084670702 |
| WHITEFIBER INC | SHS | $534.5K | 13,758 | — | G96115103 |
| MONOLITHIC PWR SYS INC | COM | $532.6K | 385 | — | 609839105 |
| ISHARES TR | NEW YORK MUN ETF | $532.4K | 9,876 | — | 464288323 |
| SPDR GOLD TR | GOLD SHS | $510.2K | 1,385 | — | 78463V107 |
| ASTERA LABS INC | COM | $504.3K | 1,044 | — | 04626A103 |
| ISHARES TR | CORE S&P500 ETF | $489.9K | 654 | — | 464287200 |
| PALANTIR TECHNOLOGIES INC | CL A | $481.7K | 4,129 | — | 69608A108 |
| KRANESHARES TRUST | GBL HUMANOID ROB | $481.6K | 11,684 | — | 500767751 |
| EXXON MOBIL CORP | COM | $438.2K | 3,205 | — | 30231G102 |
| GE AEROSPACE | COM NEW | $427.9K | 1,145 | — | 369604301 |
| AMGEN INC | COM | $427.6K | 1,181 | — | 031162100 |
| ISHARES TR | CORE S&P SCP ETF | $421.1K | 2,839 | — | 464287804 |
| RAMBUS INC DEL | COM | $418.4K | 3,152 | — | 750917106 |
| FORMFACTOR INC | COM | $400K | 2,501 | — | 346375108 |
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | $392.2K | 25,570 | — | 43289P106 |
| ISHARES SILVER TR | ISHARES | $390.6K | 7,305 | — | 46428Q109 |
| DEERE & CO | COM | $373.7K | 589 | — | 244199105 |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | $365.2K | 23,013 | — | G11448100 |
| WALMART INC | COM | $362.5K | 3,201 | — | 931142103 |
| ALPHABET INC | CAP STK CL C | $355.2K | 1,005 | — | 02079K107 |
| INVESCO QQQ TR | UNIT SER 1 | $354.3K | 481 | — | 46090E103 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | $344.7K | 3,890 | — | 83443Q103 |
| ISHARES TR | CORE S&P MCP ETF | $312.3K | 4,050 | — | 464287507 |
| M & T BK CORP | COM | $311K | 1,307 | — | 55261F104 |
| STRYKER CORPORATION | COM | $306.6K | 974 | — | 863667101 |
| INTUITIVE SURGICAL INC | COM NEW | $299.1K | 752 | — | 46120E602 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $293.2K | 1,716 | — | 84615Q103 |
| MICRON TECHNOLOGY INC | COM | $289.8K | 251 | — | 595112103 |
| API GROUP CORP | COM STK | $288.9K | 6,822 | — | 00187Y100 |
| VERIZON COMMUNICATIONS INC | COM | $282.2K | 6,664 | — | 92343V104 |
| ISHARES TR | 0-5YR HI YL CP | $278.9K | 6,576 | — | 46434V407 |
| AMERICAN EXPRESS CO | COM | $277.1K | 819 | — | 025816109 |
| HOME DEPOT INC | COM | $275.9K | 782 | — | 437076102 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $273.8K | 1,437 | — | 81369Y803 |
| BLACKROCK INC | COM | $260.1K | 270 | — | 09290D101 |
| AMTECH SYS INC | COM PAR $0.01N | $257.9K | 11,173 | — | 032332504 |
| ROYAL CARIBBEAN GROUP | COM | $253.7K | 799 | — | V7780T103 |
| VANGUARD WORLD FD | EXTENDED DUR | $248.5K | 3,818 | — | 921910709 |
| APPLIED MATLS INC | COM | $248.4K | 344 | — | 038222105 |
| NBT BANCORP INC | COM | $236.2K | 4,785 | — | 628778102 |
| ABBVIE INC | COM | $228.8K | 909 | — | 00287Y109 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $223.7K | 7,055 | — | 808524797 |
| CONOCOPHILLIPS | COM | $213.1K | 2,049 | — | 20825C104 |
| AMERIPRISE FINL INC | COM | $208K | 453 | — | 03076C106 |
| NATIONAL FUEL GAS CO | COM | $202.6K | 2,624 | — | 636180101 |
| INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | $202.4K | 4,319 | — | 46090A804 |
| FORD MTR CO | COM | $191.3K | 13,766 | — | 345370860 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-23