Buffington Mohr Mc Neal Portfolio Holdings
Buffington Mohr Mc Neal
- $605 Million
- Q3 2024
Buffington Mohr Mc Neal has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $605 Million distributed in 130 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 $47.6M, Microsoft Corp with a value of $32.1M, Costco Wholesale Corp with a value of $31.3M, Ishares Core S&P 500 ETF with a value of $28.4M, and Technology Sector Spdr with a value of $24.1M.
Examining the 13F form we can see an increase of $35.8M in the current position value, from $569M to 605M.
Below you can find more details about Buffington Mohr Mc Neal portfolio as well as his latest detailed transactions.
Portfolio value
$605 Million
ETFs: $198 Million
Technology: $98.6 Million
Healthcare: $65.6 Million
Financial Services: $63.1 Million
Industrials: $49 Million
Consumer Defensive: $37 Million
Basic Materials: $25.5 Million
Consumer Cyclical: $18.8 Million
Other: $20.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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