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
$477B
$1.02 Million 0.2% of portfolio
8,539
Q1 2025 Added 2.07%
$277B
$1.02 Million 0.2% of portfolio
8,765
Q1 2025 Reduced 23.38%
$32.6B
$989,000 0.2% of portfolio
3,125
Q4 2024 Added 7.76%
$167B
$988,000 0.2% of portfolio
8,117
Q1 2025 Reduced 1.92%
$134B
$899,000 0.18% of portfolio
3,807
Q1 2025 Reduced 0.42%
$257B
$879,000 0.17% of portfolio
6,640
Q1 2025 Reduced 51.48%
$47.3B
$836,000 0.17% of portfolio
13,200
Q1 2025 Reduced 8.39%
$150B
$851,000 0.17% of portfolio
3,133
Q1 2025 Reduced 15.8%
$67.4B
$790,000 0.16% of portfolio
3,242
Q1 2025 Reduced 0.61%
$469B
$809,000 0.16% of portfolio
7,471
Q1 2025 Reduced 3.76%
$299B
$758,000 0.15% of portfolio
4,535
Q1 2025 Reduced 84.02%
$0
$751,000 0.15% of portfolio
1,343
Q1 2025 Reduced 37.77%
$20.9B
$749,000 0.15% of portfolio
6,804
Q1 2025 Reduced 18.02%
$105B
$699,000 0.14% of portfolio
2,288
Q4 2024 Reduced 7.29%
$77.8B
$687,000 0.14% of portfolio
6,267
Q1 2025 Added 113.74%
$981M
$685,000 0.14% of portfolio
20,000
Q1 2025 New
$38B
$614,000 0.12% of portfolio
5,900
Q1 2025 Reduced 12.55%
$152B
$531,000 0.11% of portfolio
1,703
Q1 2025 Reduced 5.39%
$0
$563,000 0.11% of portfolio
1,202
Q4 2024 Added 0.17%
$67.4B
$574,000 0.11% of portfolio
16,837
Q1 2025 Reduced 3.96%
$891B
$497,000 0.1% of portfolio
602
Q1 2025 Reduced 77.61%
$0
$481,000 0.1% of portfolio
11,262
Q4 2024 Added 21.59%
$489B
$440,000 0.09% of portfolio
2,655
Q1 2025 Reduced 34.72%
$2.33B
$410,000 0.08% of portfolio
19,237
Q3 2022 Added 177.67%
$0
$383,000 0.08% of portfolio
7,726
Q1 2025 New
$4.19B
$382,000 0.08% of portfolio
30,000
Q3 2024 New
$167B
$346,000 0.07% of portfolio
7,628
Q4 2024 Added 23.45%
$51.6B
$341,000 0.07% of portfolio
988
Q1 2025 New
$31.7B
$330,000 0.07% of portfolio
1,850
Q1 2025 Reduced 44.78%
$161B
$337,000 0.07% of portfolio
4,756
Q1 2025 Reduced 80.56%
$276B
$376,000 0.07% of portfolio
4,284
Q1 2025 Reduced 71.39%
$117B
$341,000 0.07% of portfolio
2,000
Q1 2025 New
$0
$330,000 0.07% of portfolio
1,201
Q1 2025 Reduced 1.4%
$90.6B
$337,000 0.07% of portfolio
2,300
Q3 2023 Reduced 1.71%
$0
$337,000 0.07% of portfolio
3,293
Q1 2025 Reduced 12.02%
$139B
$285,000 0.06% of portfolio
11,262
Q1 2025 Reduced 9.63%
$22.2B
$283,000 0.06% of portfolio
770
Q1 2025 New
$0
$293,000 0.06% of portfolio
11,490
Q1 2025 Added 9.33%
$0
$308,000 0.06% of portfolio
1,544
Q4 2024 Reduced 2.59%
$39.1B
$290,000 0.06% of portfolio
2,600
Q4 2024 New
$0
$314,000 0.06% of portfolio
3,985
Q1 2025 Reduced 22.41%
$195B
$308,000 0.06% of portfolio
2,057
Q1 2025 Reduced 33.56%
$0
$264,000 0.05% of portfolio
5,875
Q1 2025 Reduced 83.9%
$34.8B
$234,000 0.05% of portfolio
4,048
Q4 2024 New
$0
$256,000 0.05% of portfolio
2,323
Q1 2025 Reduced 34.06%
$280B
$264,000 0.05% of portfolio
1,063
Q1 2025 Reduced 57.19%
$33.4B
$270,000 0.05% of portfolio
910
Q1 2025 New
$299B
$257,000 0.05% of portfolio
3,596
Q1 2025 Reduced 78.34%
$176B
$241,000 0.05% of portfolio
8,556
Q1 2025 New

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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