Buffington Mohr Mc Neal has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $600 Million distributed in 133 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 $48.9M, Costco Wholesale Corp with a value of $32.1M, Microsoft Corp with a value of $31.8M, Ishares Core S&P 500 ETF with a value of $30.7M, and Technology Sector Spdr with a value of $24.8M.
Examining the 13F form we can see an decrease of $4.78M in the current position value, from $605M to 600M.
Below you can find more details about Buffington Mohr Mc Neal portfolio as well as his latest detailed transactions.
Portfolio value
$600 Million
ETFs: $199 Million
Technology: $98.3 Million
Financial Services: $70.6 Million
Healthcare: $50.7 Million
Industrials: $48.3 Million
Consumer Defensive: $37.5 Million
Basic Materials: $22.9 Million
Consumer Cyclical: $20.6 Million
Other: $23.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
