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Buffalo Business & Estate Services

Latest statistics and disclosures from Buffalo Business & Estate Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VCIT, NVDA, VTV, IGSB, IEFA, and represent 49.02% of Buffalo Business & Estate Services's stock portfolio.
Added to shares of these 10 stocks: IGSB (+$62M), GS (+$11M), KLAC (+$9.9M), UNH (+$8.2M), GEV (+$7.7M), IJK (+$7.5M), VTV (+$6.7M), IWF (+$6.0M), COF, LOW.
Started 23 new stock positions in UNH, VRT, MRVL, SOLS, RMBS, IGV, KEEL, GTO, RCL, AMAT. LIN, BTDR, XOM, ASYS, COP, XLK, ABBV, HIMX, SPCX, KOID, FORM, ASML, SCHD.
Reduced shares in these 10 stocks: VCIT (-$19M), NFLX (-$17M), NVDA (-$15M), AMZN (-$8.9M), TLT (-$8.5M), PANW (-$5.6M), AMGN (-$5.0M), AGG, B, MU.
Sold out of its positions in B, BX, CRWV, TLT, ORCL.
Buffalo Business & Estate Services was a net buyer of stock by $45M.
Buffalo Business & Estate Services has $793M in assets under management (AUM), dropping by 15.07%.
Central Index Key (CIK): 0002103405

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Portfolio Holdings for Buffalo Business & Estate Services

Buffalo Business & Estate Services holds 105 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (Principal) (VCIT)	14.5	$115M	-14%	1.4M	82.65	View chart
NVIDIA Corporation (Principal) (NVDA)	11.2	$89M	-14%	444k	200.09	View chart
Vanguard Index Fds Value Etf (Principal) (VTV)	10.1	$80M	+9%	369k	217.93	View chart
Ishares Tr Ishs 1-5yr Invs (Principal) (IGSB)	7.9	$62M	+28617%	1.2M	52.41	View chart
Ishares Tr Core Msci Eafe (Principal) (IEFA)	5.3	$42M	-3%	433k	96.58	View chart
Apple (Principal) (AAPL)	4.9	$39M	-4%	133k	289.36	View chart
Ishares Tr Core Us Aggbd Et (Principal) (AGG)	4.8	$38M	-9%	387k	98.98	View chart
Alphabet Cap Stk Cl A (Principal) (GOOGL)	4.5	$36M		100k	357.37	View chart
Amazon (Principal) (AMZN)	4.3	$34M	-20%	143k	238.34	View chart
Ishares Tr S&p Mc 400gr Etf (Principal) (IJK)	2.1	$17M	+80%	143k	117.50	View chart
Eli Lilly & Co. (Principal) (LLY)	1.6	$13M		11k	1199.41	View chart
Goldman Sachs (Principal) (GS)	1.5	$12M	+1150%	12k	1011.35	View chart
Ge Vernova (Principal) (GEV)	1.5	$12M	+194%	9.9k	1174.86	View chart
Taiwan Semiconductor Manufac Sponsored Ads (Principal) (TSM)	1.5	$12M	+4%	24k	477.57	View chart
Palo Alto Networks (Principal) (PANW)	1.4	$11M	-33%	34k	341.02	View chart
Broadcom (Principal) (AVGO)	1.4	$11M	-3%	30k	377.76	View chart
Kla Corp Com New (Principal) (KLAC)	1.4	$11M	+935%	36k	301.71	View chart
Boeing Company (Principal) (BA)	1.2	$9.7M	+14%	45k	216.47	View chart
Microsoft Corporation (Principal) (MSFT)	1.2	$9.6M	+13%	26k	373.03	View chart
Meta Platforms Cl A (Principal) (META)	1.1	$8.7M	+2%	15k	563.28	View chart
UnitedHealth (Principal) (UNH)	1.0	$8.2M	NEW	20k	415.64	View chart
Capital One Financial (Principal) (COF)	1.0	$7.9M	+46%	39k	200.62	View chart
Ishares Tr Rus 1000 Grw Etf (Principal) (IWF)	1.0	$7.8M	+329%	63k	124.17	View chart
United Rentals (Principal) (URI)	0.8	$6.6M	+4%	5.8k	1132.97	View chart
JPMorgan Chase & Co. (Principal) (JPM)	0.8	$6.4M	+5%	20k	327.33	View chart
Johnson & Johnson (Principal) (JNJ)	0.8	$6.3M	+6%	25k	253.97	View chart
Lowe's Companies (Principal) (LOW)	0.8	$6.2M	+30%	28k	220.49	View chart
Mastercard Incorporated Cl A (Principal) (MA)	0.7	$5.9M	+6%	11k	513.60	View chart
Costco Wholesale Corporation (Principal) (COST)	0.7	$5.8M	+4%	6.2k	935.40	View chart
Ishares Tr Rus 1000 Val Etf (Principal) (IWD)	0.7	$5.6M	+6%	23k	242.43	View chart
Trane Technologies SHS (Principal) (TT)	0.6	$4.9M	+4%	9.9k	491.16	View chart
Spdr Series Trust ST STR P500GRW (Principal) (SPYG)	0.6	$4.8M		41k	118.99	View chart
Nextera Energy (Principal) (NEE)	0.6	$4.5M	+12%	52k	87.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (Principal) (VEA)	0.5	$4.2M	+7%	59k	71.25	View chart
Lockheed Martin Corporation (Principal) (LMT)	0.5	$4.2M	+7%	8.3k	509.47	View chart
Chevron Corporation (Principal) (CVX)	0.5	$4.0M	+4%	24k	165.76	View chart
Robinhood Mkts Com Cl A (Principal) (HOOD)	0.3	$2.2M	+44%	22k	100.28	View chart
Crowdstrike Hldgs Cl A (Principal) (CRWD)	0.2	$1.9M	-4%	2.5k	763.15	View chart
Ishares Tr Rus Mid Cap Etf (Principal) (IWR)	0.2	$1.7M	+4%	15k	110.32	View chart
Ishares Tr Russell 2000 Etf (Principal) (IWM)	0.2	$1.4M	+18%	4.7k	300.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (Principal) (VOO)	0.2	$1.3M	+78%	1.9k	686.85	View chart
Asml Hldg Nv N Y Registry Shs (Principal) (ASML)	0.1	$1.1M	NEW	544.00	1989.44	View chart
Corning Incorporated (Principal) (GLW)	0.1	$1.1M	-24%	4.2k	255.46	View chart
Ishares Tr Expanded Tech (Principal) (IGV)	0.1	$1.0M	NEW	11k	90.60	View chart
Advanced Micro Devices (Principal) (AMD)	0.1	$972k		1.7k	580.91	View chart
Seagate Technology Hldngs Pl Ord Shs (Principal) (STX)	0.1	$919k		952.00	965.46	View chart
Arista Networks Com Shs (Principal) (ANET)	0.1	$916k	-2%	5.4k	169.88	View chart
Uber Technologies (Principal) (UBER)	0.1	$885k	-57%	12k	72.16	View chart
Linde SHS (Principal) (LIN)	0.1	$837k	NEW	1.6k	518.78	View chart
Quanta Services (Principal) (PWR)	0.1	$810k	-2%	1.1k	720.22	View chart
Caterpillar (Principal) (CAT)	0.1	$805k		756.00	1065.21	View chart
Netflix (Principal) (NFLX)	0.1	$750k	-95%	11k	71.40	View chart
Tesla Motors (Principal) (TSLA)	0.1	$741k		1.8k	420.48	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (Principal) (IBIT)	0.1	$655k		20k	33.29	View chart
Keel Infrastructure Corp Com Shs (Principal) (KEEL)	0.1	$626k	NEW	109k	5.74	View chart
Vertiv Holdings Com Cl A (Principal) (VRT)	0.1	$594k	NEW	1.8k	334.74	View chart
Marvell Technology (Principal) (MRVL)	0.1	$572k	NEW	1.9k	297.88	View chart
Berkshire Hathaway Inc Del Cl B New (Principal) (BRK.B)	0.1	$560k	-3%	1.1k	500.39	View chart
Whitefiber SHS (Principal) (WYFI)	0.1	$535k	-72%	14k	38.85	View chart
Monolithic Power Systems (Principal) (MPWR)	0.1	$533k	-15%	385.00	1383.34	View chart
Ishares Tr New York Mun Etf (Principal) (NYF)	0.1	$532k	+83%	9.9k	53.90	View chart
Spdr Gold Tr Gold Shs (Principal) (GLD)	0.1	$510k	+32%	1.4k	368.38	View chart
Astera Labs (Principal) (ALAB)	0.1	$504k	-60%	1.0k	483.02	View chart
Ishares Tr Core S&p500 Etf (Principal) (IVV)	0.1	$490k		654.00	749.13	View chart
Palantir Technologies Cl A (Principal) (PLTR)	0.1	$482k	-40%	4.1k	116.67	View chart
Kraneshares Trust Gbl Humanoid Rob (Principal) (KOID)	0.1	$482k	NEW	12k	41.22	View chart
Exxon Mobil Corporation (Principal) (XOM)	0.1	$438k	NEW	3.2k	136.74	View chart
Ge Aerospace Com New (Principal) (GE)	0.1	$428k		1.1k	373.75	View chart
Amgen (Principal) (AMGN)	0.1	$428k	-92%	1.2k	362.08	View chart
Ishares Tr Core S&p Scp Etf (Principal) (IJR)	0.1	$421k		2.8k	148.32	View chart
Rambus (Principal) (RMBS)	0.1	$418k	NEW	3.2k	132.74	View chart
FormFactor (Principal) (FORM)	0.1	$400k	NEW	2.5k	159.93	View chart
Himax Technologies Sponsored Adr (Principal) (HIMX)	0.0	$392k	NEW	26k	15.34	View chart
Ishares Silver Tr Ishares (Principal) (SLV)	0.0	$391k		7.3k	53.47	View chart
Deere & Company (Principal) (DE)	0.0	$374k		589.00	634.46	View chart
Bitdeer Technologies Group Cl A Ord Shs (Principal) (BTDR)	0.0	$365k	NEW	23k	15.87	View chart
Wal-Mart Stores (Principal) (WMT)	0.0	$363k	-20%	3.2k	113.25	View chart
Alphabet Cap Stk Cl C (Principal) (GOOG)	0.0	$355k	-3%	1.0k	353.39	View chart
Invesco Qqq Tr Unit Ser 1 (Principal) (QQQ)	0.0	$354k	+10%	481.00	736.54	View chart
Solstice Advanced Matls Com Shs (Principal) (SOLS)	0.0	$345k	NEW	3.9k	88.60	View chart
Ishares Tr Core S&p Mcp Etf (Principal) (IJH)	0.0	$312k	+6%	4.1k	77.12	View chart
M&T Bank Corporation (Principal) (MTB)	0.0	$311k		1.3k	237.97	View chart
Stryker Corporation (Principal) (SYK)	0.0	$307k	-40%	974.00	314.76	View chart
Intuitive Surgical Com New (Principal) (ISRG)	0.0	$299k	-64%	752.00	397.68	View chart
Space Exploration Techn Corp Class A Com Stk (Principal) (SPCX)	0.0	$293k	NEW	1.7k	170.86	View chart
Micron Technology (Principal) (MU)	0.0	$290k	-87%	251.00	1154.51	View chart
Api Group Corp Com Stk (Principal) (APG)	0.0	$289k		6.8k	42.35	View chart
Verizon Communications (Principal) (VZ)	0.0	$282k		6.7k	42.34	View chart
Ishares Tr 0-5yr Hi Yl Cp (Principal) (SHYG)	0.0	$279k		6.6k	42.41	View chart
American Express Company (Principal) (AXP)	0.0	$277k	-5%	819.00	338.34	View chart
Home Depot (Principal) (HD)	0.0	$276k	-14%	782.00	352.77	View chart
Select Sector Spdr Tr St Str Techn Etf (Principal) (XLK)	0.0	$274k	NEW	1.4k	190.54	View chart
Blackrock (Principal) (BLK)	0.0	$260k		270.00	963.21	View chart
Amtech Sys Com Par $0.01n (Principal) (ASYS)	0.0	$258k	NEW	11k	23.08	View chart
Royal Caribbean Cruises (Principal) (RCL)	0.0	$254k	NEW	799.00	317.57	View chart
Vanguard World Extended Dur (Principal) (EDV)	0.0	$249k	-3%	3.8k	65.08	View chart
Applied Materials (Principal) (AMAT)	0.0	$248k	NEW	344.00	721.99	View chart
NBT Ban (Principal) (NBTB)	0.0	$236k		4.8k	49.37	View chart
Abbvie (Principal) (ABBV)	0.0	$229k	NEW	909.00	251.74	View chart
Schwab Strategic Tr Us Dividend Eq (Principal) (SCHD)	0.0	$224k	NEW	7.1k	31.71	View chart
ConocoPhillips (Principal) (COP)	0.0	$213k	NEW	2.0k	103.98	View chart
Ameriprise Financial (Principal) (AMP)	0.0	$208k	-7%	453.00	459.13	View chart
National Fuel Gas (Principal) (NFG)	0.0	$203k		2.6k	77.22	View chart
Invesco Actively Managed Exc Total Return (Principal) (GTO)	0.0	$202k	NEW	4.3k	46.87	View chart
Ford Motor Company (Principal) (F)	0.0	$191k		14k	13.90	View chart

Past Filings by Buffalo Business & Estate Services

SEC 13F filings are viewable for Buffalo Business & Estate Services going back to 2026

Buffalo Business & Estate Services 2026 Q2 filed July 23, 2026
Buffalo Business & Estate Services 2026 Q1 filed April 17, 2026

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