Buffington Mohr Mc Neal has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $505 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $46.5M, Ishares Core S&P 500 ETF with a value of $31.3M, Costco Wholesale Corp with a value of $30.4M, Microsoft Corp with a value of $25.8M, and Technology Sector Spdr with a value of $21.9M.
Examining the 13F form we can see an decrease of $94.9M in the current position value, from $600M to 505M.
Below you can find more details about Buffington Mohr Mc Neal portfolio as well as his latest detailed transactions.
Portfolio value
$505 Million
ETFs: $187 Million
Technology: $72.3 Million
Financial Services: $61.2 Million
Industrials: $40.6 Million
Healthcare: $39 Million
Consumer Defensive: $32.4 Million
Basic Materials: $15.4 Million
Consumer Cyclical: $13 Million
Other: $16.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
