Buffington Mohr Mc Neal Portfolio Holdings

Buffington Mohr Mc Neal

  • $505 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.5 Million 9.21% of portfolio
2,106,667
Q1 2025 Reduced 0.09%
$0
$31.3 Million 6.19% of portfolio
55,647
Q1 2025 Added 6.75%
$433B
$30.4 Million 6.03% of portfolio
32,188
Q1 2025 Reduced 8.13%
$3.56T
$25.8 Million 5.11% of portfolio
68,770
Q1 2025 Reduced 8.72%
$0
$21.9 Million 4.35% of portfolio
106,298
Q1 2025 Reduced 0.47%
$0
$16.1 Million 3.19% of portfolio
253,125
Q1 2025 Reduced 7.98%
$0
$15.5 Million 3.08% of portfolio
306,263
Q1 2025 Reduced 0.72%
$55.2B
$14.2 Million 2.82% of portfolio
216,946
Q1 2025 Reduced 13.64%
$0
$14 Million 2.77% of portfolio
673,998
Q1 2025 Added 1.85%
$0
$13.8 Million 2.73% of portfolio
634,284
Q1 2025 Added 1.46%
$0
$13.6 Million 2.69% of portfolio
571,694
Q1 2025 Reduced 4.18%
$0
$13.6 Million 2.69% of portfolio
129,642
Q1 2025 Added 4,333.72%
$791B
$13.4 Million 2.66% of portfolio
54,788
Q1 2025 Reduced 18.43%
$585B
$12.9 Million 2.55% of portfolio
36,732
Q1 2025 Reduced 11.31%
$3.14T
$11.9 Million 2.36% of portfolio
53,639
Q1 2025 Reduced 12.53%
$104B
$11.6 Million 2.3% of portfolio
100,539
Q1 2025 Reduced 13.78%
$142B
$11 Million 2.17% of portfolio
53,430
Q1 2025 Reduced 15.13%
$153B
$10.8 Million 2.14% of portfolio
21,714
Q1 2025 Reduced 18.77%
$2.19T
$9.92 Million 1.96% of portfolio
52,124
Q1 2025 Reduced 16.83%
$40.3B
$9.74 Million 1.93% of portfolio
56,588
Q1 2025 Reduced 10.67%
$232B
$9.14 Million 1.81% of portfolio
68,907
Q1 2025 Reduced 3.87%
$78.7B
$8.54 Million 1.69% of portfolio
35,275
Q1 2025 Reduced 15.68%
$74.5B
$8.26 Million 1.64% of portfolio
32,569
Q1 2025 Reduced 4.84%
$1.08T
$7.25 Million 1.44% of portfolio
46,385
Q1 2025 Reduced 15.93%
$355B
$7.15 Million 1.42% of portfolio
171,452
Q1 2025 Reduced 13.17%
$61.4B
$7.12 Million 1.41% of portfolio
24,148
Q1 2025 Reduced 19.57%
$163B
$6.24 Million 1.24% of portfolio
12,275
Q1 2025 Reduced 6.61%
$101B
$5.82 Million 1.15% of portfolio
34,778
Q1 2025 Reduced 2.9%
$0
$5.69 Million 1.13% of portfolio
226,433
Q1 2025 Reduced 7.64%
$198B
$5.52 Million 1.09% of portfolio
61,540
Q1 2025 Reduced 21.68%
$205B
$4.76 Million 0.94% of portfolio
46,322
Q1 2025 Reduced 24.66%
$131B
$4.08 Million 0.81% of portfolio
46,983
Q1 2025 Added 2.03%
$0
$3.98 Million 0.79% of portfolio
164,698
Q1 2025 Added 108.06%
$0
$3.75 Million 0.74% of portfolio
21,627
Q1 2025 Reduced 27.82%
$83.8B
$3.5 Million 0.69% of portfolio
5,752
Q1 2025 Reduced 11.08%
$0
$3.1 Million 0.61% of portfolio
59,239
Q1 2025 Reduced 8.62%
$5.7B
$2.54 Million 0.5% of portfolio
21,871
Q1 2025 Added 344.44%
$648B
$2.42 Million 0.48% of portfolio
4,552
Q1 2025 Reduced 7.48%
$0
$2.4 Million 0.47% of portfolio
41,081
Q1 2025 Added 6.67%
$79.5B
$2.23 Million 0.44% of portfolio
17,780
Q1 2025 Reduced 41.29%
$993B
$2.18 Million 0.43% of portfolio
14,099
Q1 2025 Reduced 10.54%
$357B
$2.07 Million 0.41% of portfolio
5,658
Q1 2025 Reduced 54.5%
$0
$2.07 Million 0.41% of portfolio
4,036
Q1 2025 Reduced 2.63%
$275B
$1.91 Million 0.38% of portfolio
26,611
Q1 2025 Added 16.7%
$0
$1.49 Million 0.29% of portfolio
9,239
Q1 2025 Reduced 1.75%
$0
$1.19 Million 0.24% of portfolio
46,996
Q1 2025 Added 237.03%
$63.4B
$1.21 Million 0.24% of portfolio
28,762
Q1 2025 Reduced 10.63%
$213B
$1.09 Million 0.22% of portfolio
1,992
Q1 2025 New
$149B
$1.05 Million 0.21% of portfolio
4,963
Q1 2025 Reduced 51.8%

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
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