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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $505 Million
  • Prior Value $600 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
Track This Portfolio

Track Buffington Mohr Mc Neal Portfolio

Follow Buffington Mohr Mc Neal and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buffington Mohr Mc Neal, based on Form 13F filings with the SEC.

News

Stay updated on Buffington Mohr Mc Neal with notifications on news.