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Buffalo Business & Estate Services Ltd Top Holdings and 13F Report (2026)

About Buffalo Business & Estate Services Ltd

Investment Activity

  • Buffalo Business & Estate Services Ltd has $792.87 million in total holdings as of June 30, 2026.
  • Buffalo Business & Estate Services Ltd owns shares of 105 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 17.93% of the portfolio was purchased this quarter.
  • About 12.24% of the portfolio was sold this quarter.
  • This quarter, Buffalo Business & Estate Services Ltd has purchased 87 new stocks and bought additional shares in 47 stocks.
  • Buffalo Business & Estate Services Ltd sold shares of 33 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

91324P102 - UnitedHealth Group
$8,208,869 Holding
N07059210 - ASML
$1,082,255 Holding
464287515 - iShares Expanded Tech-Software Sector ETF
$1,031,638 Holding
G54950103 - LINDE PLC
$837,310 Holding
486917107 - KEEL INFRASTRUCTURE CORP
$626,286 Holding

Largest Purchases this Quarter

The Goldman Sachs Group
10,836 shares (about $10.96M)
KLA
32,710 shares (about $9.87M)
UnitedHealth Group
19,750 shares (about $8.21M)
GE VERNOVA INC
6,555 shares (about $7.70M)

Largest Sales this Quarter

Vanguard Intermediate-Term Corporate Bond ETF
234,724 shares (about $19.40M)
Netflix
231,337 shares (about $16.52M)
NVIDIA
74,101 shares (about $14.83M)
Amazon.com
37,465 shares (about $8.93M)
Palo Alto Networks
16,535 shares (about $5.64M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBuffalo Business & Estate Services Ltd

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$115,242,025$19,399,937 -14.4%1,394,33814.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$88,842,542$14,826,866 -14.3%444,01311.2%Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$80,350,458$6,674,115 9.1%368,69810.1%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$62,416,916$62,199,572 28,618.0%1,190,9357.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$41,780,497$1,519,300 -3.5%432,6005.3%ETF
Apple Inc. stock logo
AAPL
Apple
$38,508,357$1,854,221 -4.6%133,0814.9%Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$38,271,465$4,065,005 -9.6%386,6594.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$35,783,612$671,858 1.9%100,1304.5%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$34,055,206$8,929,407 -20.8%142,8854.3%Consumer Discretionary
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$16,816,230$7,487,562 80.3%143,1172.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$12,538,630$118,742 1.0%10,4541.6%Healthcare
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$11,911,653$10,958,963 1,150.3%11,7781.5%Finance
GE VERNOVA INC
$11,658,173$7,701,232 194.6%9,9231.5%COM
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$11,568,607$480,433 4.3%24,2241.5%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$11,423,142$5,638,763 -33.0%33,4971.4%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$11,200,460$403,443 -3.5%29,6501.4%Technology
KLA Corporation stock logo
KLAC
KLA
$10,924,367$9,868,980 935.1%36,2081.4%Technology
The Boeing Company stock logo
BA
Boeing
$9,699,588$1,222,623 14.4%44,8081.2%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$9,605,811$1,136,985 13.4%25,7511.2%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,668,923$189,263 2.2%15,3901.1%Communication Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$8,208,869$8,208,869 New Holding19,7501.0%Healthcare
Capital One Financial Corporation stock logo
COF
Capital One Financial
$7,913,194$2,523,379 46.8%39,4441.0%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$7,843,324$6,018,273 329.8%63,1661.0%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$6,568,956$282,109 4.5%5,7980.8%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,407,480$348,934 5.8%19,5750.8%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,320,454$379,425 6.4%24,8870.8%Healthcare
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$6,151,710$1,442,455 30.6%27,9000.8%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$5,860,632$372,356 6.8%11,4110.7%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,756,441$256,299 4.7%6,1540.7%Consumer Staples
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$5,604,948$323,885 6.1%23,1200.7%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$4,850,743$199,904 4.3%9,8760.6%Industrials
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$4,815,301$93,169 2.0%40,4680.6%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$4,541,266$505,375 12.5%51,7410.6%Utilities
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$4,221,317$294,189 7.5%59,2470.5%ETF
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$4,210,743$279,188 7.1%8,2650.5%Industrials
Chevron Corporation stock logo
CVX
Chevron
$3,994,517$161,286 4.2%24,0980.5%Energy
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$2,171,723$670,459 44.7%21,6570.3%Finance
CrowdStrike stock logo
CRWD
CrowdStrike
$1,921,603$87,762 -4.4%2,5180.2%Technology
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,695,901$77,553 4.8%15,3730.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,421,280$226,215 18.9%4,7310.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,292,653$566,652 78.1%1,8820.2%ETF
ASML Holding N.V. stock logo
ASML
ASML
$1,082,255$1,082,255 New Holding5440.1%Technology
Corning Incorporated stock logo
GLW
Corning
$1,074,209$345,637 -24.3%4,2050.1%Technology
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,031,638$1,031,638 New Holding11,3870.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$971,862$6,971 -0.7%1,6730.1%Technology
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$919,118$3,862 0.4%9520.1%Technology
ARISTA NETWORKS INC
$916,163$26,841 -2.8%5,3930.1%COM SHS
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$884,970$1,183,352 -57.2%12,2640.1%Industrials
LINDE PLC
$837,310$837,310 New Holding1,6140.1%SHS
Quanta Services, Inc. stock logo
PWR
Quanta Services
$810,243$24,487 -2.9%1,1250.1%Industrials
Caterpillar Inc. stock logo
CAT
Caterpillar
$805,298$3,196 -0.4%7560.1%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$749,700$16,517,462 -95.7%10,5000.1%Communication Services
Tesla, Inc. stock logo
TSLA
Tesla
$740,4660.0%1,7610.1%Consumer Discretionary
ISHARES BITCOIN TRUST ETF
$654,615$1,631 -0.2%19,6640.1%SHS BEN INT
KEEL INFRASTRUCTURE CORP
$626,286$626,286 New Holding109,1090.1%COM SHS
Vertiv Holdings Co. stock logo
VRT
Vertiv
$594,171$594,171 New Holding1,7750.1%Industrials
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$572,234$572,234 New Holding1,9210.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$559,936$20,516 -3.5%1,1190.1%Finance
WHITEFIBER INC
$534,498$1,428,164 -72.8%13,7580.1%SHS
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$532,585$96,834 -15.4%3850.1%Technology
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$532,351$242,943 83.9%9,8760.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$510,206$124,881 32.4%1,3850.1%ETF
ASTERA LABS INC
$504,273$783,942 -60.9%1,0440.1%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$489,933$6,742 1.4%6540.1%ETF
PALANTIR TECHNOLOGIES INC
$481,730$321,309 -40.0%4,1290.1%CL A
KRANESHARES TRUST
$481,614$481,614 New Holding11,6840.1%GBL HUMANOID ROB
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$438,242$438,242 New Holding3,2050.1%Energy
GE Aerospace stock logo
GE
GE Aerospace
$427,949$1,869 0.4%1,1450.1%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$427,615$5,022,756 -92.2%1,1810.1%Healthcare
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$421,083$890 0.2%2,8390.1%ETF
Rambus, Inc. stock logo
RMBS
Rambus
$418,396$418,396 New Holding3,1520.1%Technology
FormFactor, Inc. stock logo
FORM
FormFactor
$399,985$399,985 New Holding2,5010.1%Technology
Himax Technologies, Inc. stock logo
HIMX
Himax Technologies
$392,244$392,244 New Holding25,5700.0%Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$390,598$7,379 1.9%7,3050.0%ETF
Deere & Company stock logo
DE
Deere & Company
$373,696$6,345 1.7%5890.0%Industrials
Bitdeer Technologies Group stock logo
BTDR
Bitdeer Technologies Group
$365,216$365,216 New Holding23,0130.0%Technology
WALMART INC
$362,501$94,334 -20.6%3,2010.0%COM
Alphabet Inc. stock logo
GOOG
Alphabet
$355,156$14,136 -3.8%1,0050.0%Communication Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$354,278$33,881 10.6%4810.0%ETF
SOLSTICE ADVANCED MATLS INC
$344,669$344,669 New Holding3,8900.0%COM SHS
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$312,322$17,891 6.1%4,0500.0%ETF
M&T Bank Corporation stock logo
MTB
M&T Bank
$311,033$476 0.2%1,3070.0%Finance
Stryker Corporation stock logo
SYK
Stryker
$306,579$204,596 -40.0%9740.0%Healthcare
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$299,055$553,570 -64.9%7520.0%Healthcare
SPACE EXPLORATION TECHN CORP
$293,196$293,196 New Holding1,7160.0%CLASS A COM STK
Micron Technology, Inc. stock logo
MU
Micron Technology
$289,783$2,117,379 -88.0%2510.0%Technology
APi Group Corporation stock logo
APG
APi Group
$288,8910.0%6,8220.0%Industrials
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$282,159$296 -0.1%6,6640.0%Communication Services
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$278,881$3,774 1.4%6,5760.0%ETF
American Express Company stock logo
AXP
American Express
$277,098$15,225 -5.2%8190.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$275,865$47,271 -14.6%7820.0%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$273,808$273,808 New Holding1,4370.0%ETF
BLACKROCK INC
$260,068$1,926 0.7%2700.0%COM
Amtech Systems, Inc. stock logo
ASYS
Amtech Systems
$257,873$257,873 New Holding11,1730.0%Technology
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$253,741$253,741 New Holding7990.0%Consumer Discretionary
Vanguard Extended Duration Treasury ETF stock logo
EDV
Vanguard Extended Duration Treasury ETF
$248,490$10,153 -3.9%3,8180.0%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$248,364$248,364 New Holding3440.0%Technology
NBT Bancorp Inc. stock logo
NBTB
NBT Bancorp
$236,234$1,827 0.8%4,7850.0%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$228,836$228,836 New Holding9090.0%Healthcare
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$223,714$223,714 New Holding7,0550.0%ETF

Showing largest 100 holdings. View all holdings.
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