Buffington Mohr McNeal
Latest statistics and disclosures from Buffington Mohr McNeal's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, IVV, COST, MSFT, XLK, and represent 30.77% of Buffington Mohr McNeal's stock portfolio.
- Added to shares of these 10 stocks: IJR (+$13M), IBDS, IVV, IDA, GS, IBDT, ECPG, FDVV, EMR, BA.
- Started 8 new stock positions in FDVV, GS, BA, AJG, WAT, T, VRSK, ECPG.
- Reduced shares in these 10 stocks: CALF (-$16M), , CVX, JPM, FI, COST, TMO, HD, MSFT, APH.
- Sold out of its positions in AFL, ABBV, AWK, GLW, FSLR, FCX, COPX, GREI, IEX, ISRG.
- Buffington Mohr McNeal was a net seller of stock by $-76M.
- Buffington Mohr McNeal has $507M in assets under management (AUM), dropping by -15.92%.
- Central Index Key (CIK): 0001317829
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Portfolio Holdings for Buffington Mohr McNeal
Buffington Mohr McNeal holds 111 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 9.2 | $47M | 2.1M | 22.08 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 6.2 | $31M | +6% | 56k | 561.90 |
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| Costco Whsl Corp Stock (COST) | 6.0 | $30M | -8% | 32k | 945.79 |
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| Microsoft Corp Stock (MSFT) | 5.1 | $26M | -8% | 69k | 375.39 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 4.3 | $22M | 106k | 206.48 |
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| Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) | 3.2 | $16M | -7% | 253k | 63.72 |
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| Janus Henderson Aaa Clo Etf Etf (JAAA) | 3.1 | $16M | 306k | 50.71 |
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| Amphenol Corp New Cl A Stock (APH) | 2.8 | $14M | -13% | 217k | 65.59 |
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| Ishares Ibonds 2031 Corp Bond Etf (IBDW) | 2.8 | $14M | 674k | 20.75 |
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| Ishares Ibonds 2026 Corp Bond Etf (IBDR) | 2.7 | $14M | -4% | 572k | 24.21 |
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| Ishares Ibonds 2030 Corp Bond Etf (IBDV) | 2.7 | $14M | 634k | 21.72 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 2.7 | $14M | +4333% | 130k | 104.57 |
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| Jpmorgan Chase & Co Stock (JPM) | 2.7 | $13M | -18% | 55k | 245.30 |
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| Visa Inc Com Cl A Stock (V) | 2.5 | $13M | -11% | 37k | 350.46 |
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| Apple Stock (AAPL) | 2.3 | $12M | -12% | 54k | 222.13 |
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| Kkr & Co Stock (KKR) | 2.3 | $12M | -13% | 101k | 115.61 |
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| United Rentals Stock (URI) | 2.2 | $11M | -10% | 18k | 626.71 |
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| Danaher Corporation Stock (DHR) | 2.2 | $11M | -15% | 53k | 205.00 |
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| Thermo Fisher Scientific Stock (TMO) | 2.1 | $11M | -18% | 22k | 497.60 |
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| Amazon Stock (AMZN) | 2.0 | $9.9M | -16% | 52k | 190.26 |
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| Ametek Stock (AME) | 1.9 | $9.7M | -10% | 57k | 172.14 |
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| Abbott Labs Stock (ABT) | 1.8 | $9.1M | -3% | 69k | 132.65 |
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| Republic Svcs Stock (RSG) | 1.7 | $8.5M | -15% | 35k | 242.16 |
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| Ecolab Stock (ECL) | 1.6 | $8.3M | -4% | 33k | 253.52 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.4 | $7.2M | -15% | 46k | 156.23 |
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| Bank America Corp Stock (BAC) | 1.4 | $7.2M | -13% | 172k | 41.73 |
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| Air Prods & Chems Stock (APD) | 1.4 | $7.1M | -19% | 24k | 294.92 |
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| S&p Global Stock (SPGI) | 1.2 | $6.2M | -6% | 12k | 508.09 |
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| Broadcom Stock (AVGO) | 1.1 | $5.8M | -2% | 35k | 167.43 |
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| Ishares Ibonds 2025 Corp Bond Etf (IBDQ) | 1.1 | $5.7M | -7% | 226k | 25.15 |
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| Merck & Co Stock (MRK) | 1.1 | $5.5M | -21% | 62k | 89.76 |
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| Advanced Micro Devices Stock (AMD) | 0.9 | $4.8M | -24% | 46k | 102.74 |
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| Micron Technology Stock (MU) | 0.8 | $4.1M | +2% | 47k | 86.89 |
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| Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) | 0.8 | $4.0M | +108% | 165k | 24.18 |
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| Fiserv Stock (FI) | 0.8 | $3.9M | -41% | 18k | 220.83 |
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| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.7 | $3.7M | -27% | 22k | 173.23 |
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| Parker-hannifin Corp Stock (PH) | 0.7 | $3.5M | -11% | 5.8k | 607.87 |
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| Ishares Short Term Corporate Bond Etf (IGSB) | 0.6 | $3.1M | -8% | 59k | 52.37 |
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| Idacorp Stock (IDA) | 0.5 | $2.5M | +344% | 22k | 116.22 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $2.4M | -7% | 4.6k | 532.54 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.5 | $2.4M | +6% | 41k | 58.35 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $2.2M | -10% | 14k | 154.64 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.4 | $2.1M | -2% | 4.0k | 513.94 |
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| Home Depot Stock (HD) | 0.4 | $2.1M | -54% | 5.7k | 366.49 |
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| Wells Fargo Stock (WFC) | 0.4 | $1.9M | +16% | 27k | 71.79 |
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| Fidelity Msci Information Technology Index Etf Etf (FTEC) | 0.3 | $1.5M | 9.2k | 161.27 |
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| Us Bancorp Del Stock (USB) | 0.2 | $1.2M | -10% | 29k | 42.22 |
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| Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) | 0.2 | $1.2M | +237% | 47k | 25.26 |
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| Goldman Sachs Group Stock (GS) | 0.2 | $1.1M | NEW | 2.0k | 546.29 |
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| Honeywell Intl Stock (HON) | 0.2 | $1.1M | -51% | 5.0k | 211.76 |
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| Morgan Stanley Stock (MS) | 0.2 | $1.0M | -23% | 8.8k | 116.67 |
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| Exxon Mobil Corp Stock (XOM) | 0.2 | $1.0M | +2% | 8.5k | 118.93 |
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| Ansys Stock (ANSS) | 0.2 | $989k | 3.1k | 316.56 |
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| Tjx Cos Stock (TJX) | 0.2 | $989k | 8.1k | 121.80 |
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| Union Pac Corp Stock (UNP) | 0.2 | $899k | 3.8k | 236.24 |
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| Rtx Corporation Stock (RTX) | 0.2 | $880k | -51% | 6.6k | 132.46 |
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| Eaton Corp Stock (ETN) | 0.2 | $852k | -15% | 3.1k | 271.83 |
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| Carrier Global Corporation Stock (CARR) | 0.2 | $837k | -8% | 13k | 63.40 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $810k | -3% | 7.5k | 108.38 |
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| Fedex Corp Stock (FDX) | 0.2 | $790k | 3.2k | 243.78 |
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| Chevron Corp Stock (CVX) | 0.1 | $759k | -84% | 4.5k | 167.29 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.1 | $751k | -37% | 1.3k | 559.39 |
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| Church & Dwight Stock (CHD) | 0.1 | $749k | -18% | 6.8k | 110.09 |
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| Automatic Data Processing Stock (ADP) | 0.1 | $699k | 2.3k | 305.53 |
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| Emerson Elec Stock (EMR) | 0.1 | $687k | +113% | 6.3k | 109.64 |
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| Encore Cap Group Stock (ECPG) | 0.1 | $686k | NEW | 20k | 34.28 |
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| Crown Castle Reit (CCI) | 0.1 | $615k | -12% | 5.9k | 104.23 |
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| Texas Instrs Stock (TXN) | 0.1 | $597k | -53% | 3.3k | 179.70 |
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| Enterprise Prods Partners Stock (EPD) | 0.1 | $575k | -3% | 17k | 34.14 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $563k | 1.2k | 468.75 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.1 | $531k | -5% | 1.7k | 312.04 |
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| Eli Lilly & Co Stock (LLY) | 0.1 | $497k | -77% | 602.00 | 826.07 |
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| Ishares Esg Select Screened S&p 500 Etf Etf (XVV) | 0.1 | $482k | 11k | 42.78 |
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| Johnson & Johnson Stock (JNJ) | 0.1 | $440k | -34% | 2.7k | 165.84 |
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| Pacific Premier Bancorp Stock | 0.1 | $410k | 19k | 21.32 |
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| Fidelity High Dividend Etf Etf (FDVV) | 0.1 | $383k | NEW | 7.7k | 49.60 |
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| Arrowhead Pharmaceuticals Stock (ARWR) | 0.1 | $382k | 30k | 12.74 |
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| Walmart Stock (WMT) | 0.1 | $376k | -71% | 4.3k | 87.79 |
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| Verizon Communications Stock (VZ) | 0.1 | $346k | 7.6k | 45.36 |
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| Boeing Stock (BA) | 0.1 | $341k | NEW | 2.0k | 170.55 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $341k | NEW | 988.00 | 345.24 |
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| 3M Stock (MMM) | 0.1 | $338k | 2.3k | 146.86 |
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| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.1 | $337k | -12% | 3.3k | 102.42 |
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| Nextera Energy Stock (NEE) | 0.1 | $337k | -80% | 4.8k | 70.89 |
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| M & T Bk Corp Stock (MTB) | 0.1 | $331k | -44% | 1.9k | 178.75 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $330k | 1.2k | 274.89 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.1 | $315k | -22% | 4.0k | 78.94 |
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| Pepsico Stock (PEP) | 0.1 | $308k | -33% | 2.1k | 149.94 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $308k | 1.5k | 199.49 |
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| Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) | 0.1 | $294k | +9% | 12k | 25.56 |
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| Prudential Finl Stock (PRU) | 0.1 | $290k | 2.6k | 111.68 |
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| Pfizer Stock (PFE) | 0.1 | $285k | -9% | 11k | 25.34 |
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| Waters Corp Stock (WAT) | 0.1 | $284k | NEW | 770.00 | 368.57 |
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| Verisk Analytics Stock (VRSK) | 0.1 | $271k | NEW | 910.00 | 297.62 |
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| International Business Machs Stock (IBM) | 0.1 | $264k | -57% | 1.1k | 248.77 |
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| Ishares Investment Grade Systematic Bond Etf Etf (IGEB) | 0.1 | $264k | -83% | 5.9k | 45.01 |
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| Unilever Adr (UL) | 0.1 | $264k | -85% | 4.4k | 59.55 |
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| Coca Cola Stock (KO) | 0.1 | $258k | -78% | 3.6k | 71.61 |
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| Ishares Short Treasury Bond Etf Etf (SHV) | 0.1 | $257k | -34% | 2.3k | 110.46 |
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| Edwards Lifesciences Corp Stock (EW) | 0.1 | $254k | 3.5k | 72.48 |
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| Ishares Ibonds Dec 2029 Term Muni Bond Etf Etf (IBMR) | 0.0 | $251k | 10k | 25.04 |
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| At&t Stock (T) | 0.0 | $242k | NEW | 8.6k | 28.28 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.0 | $240k | -3% | 443.00 | 542.38 |
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| Realty Income Corp Reit (O) | 0.0 | $235k | 4.0k | 58.01 |
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| Netflix Stock (NFLX) | 0.0 | $228k | +7% | 244.00 | 932.53 |
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| Spdr Gold Shares Etf (GLD) | 0.0 | $219k | -55% | 760.00 | 288.14 |
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| Unitedhealth Group Stock (UNH) | 0.0 | $214k | -77% | 409.00 | 523.75 |
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| Caterpillar Stock (CAT) | 0.0 | $206k | 625.00 | 329.80 |
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| Bristol-myers Squibb Stock (BMY) | 0.0 | $204k | -21% | 3.3k | 60.99 |
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| Nxp Semiconductors N V Stock (NXPI) | 0.0 | $201k | -86% | 1.1k | 190.06 |
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| Srh Total Return Fund Cef (STEW) | 0.0 | $185k | 11k | 17.25 |
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Past Filings by Buffington Mohr McNeal
SEC 13F filings are viewable for Buffington Mohr McNeal going back to 2010
- Buffington Mohr McNeal 2025 Q1 filed April 28, 2025
- Buffington Mohr McNeal 2024 Q4 filed Jan. 22, 2025
- Buffington Mohr McNeal 2024 Q3 filed Oct. 16, 2024
- Buffington Mohr McNeal 2024 Q2 filed July 11, 2024
- Buffington Mohr McNeal 2024 Q1 filed April 18, 2024
- Buffington Mohr McNeal 2023 Q4 filed Jan. 30, 2024
- Buffington Mohr McNeal 2023 Q3 filed Oct. 25, 2023
- Buffington Mohr McNeal 2023 Q2 filed July 25, 2023
- Buffington Mohr McNeal 2023 Q1 filed April 26, 2023
- Buffington Mohr McNeal 2022 Q4 filed Jan. 19, 2023
- Buffington Mohr McNeal 2022 Q3 filed Oct. 11, 2022
- Buffington Mohr McNeal 2022 Q2 filed July 19, 2022
- Buffington Mohr McNeal 2022 Q1 filed May 2, 2022
- Buffington Mohr McNeal 2021 Q4 filed Jan. 27, 2022
- Buffington Mohr McNeal 2021 Q3 filed Oct. 13, 2021
- Buffington Mohr McNeal 2021 Q2 filed July 28, 2021