Buffington Mohr McNeal
Latest statistics and disclosures from Buffington Mohr McNeal's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, IGSB, DHR, MSFT, COST, and represent 24.77% of Buffington Mohr McNeal's stock portfolio.
- Added to shares of these 10 stocks: IBDR (+$8.1M), IBDQ, ELV, IVV, IBDP, FCX, IJH, URI, AFL, UPS.
- Started 5 new stock positions in AFL, IJH, MLM, ELV, UPS.
- Reduced shares in these 10 stocks: IGSB (-$12M), CTLT, SLQD, COST, BR, UNH, VMW, FIS, AMZN, APH.
- Sold out of its positions in BHK, HPI, Ishares Tr Ibonds December 2022 Corp Etf, CRM.
- Buffington Mohr McNeal was a net seller of stock by $-14M.
- Buffington Mohr McNeal has $430M in assets under management (AUM), dropping by 3.51%.
- Central Index Key (CIK): 0001317829
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Portfolio Holdings for Buffington Mohr McNeal
Buffington Mohr McNeal holds 120 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 7.4 | $32M | 702k | 45.15 | ||
| Ishares Short Term Corporate Bond Etf (IGSB) | 5.3 | $23M | -35% | 457k | 49.82 | |
| Danaher Corporation Stock (DHR) | 4.1 | $18M | 66k | 265.42 | ||
| Microsoft Corp Stock (MSFT) | 4.1 | $18M | 73k | 239.82 | ||
| Costco Whsl Corp Stock (COST) | 4.0 | $17M | -4% | 37k | 456.49 | |
| Thermo Fisher Scientific Stock (TMO) | 3.7 | $16M | -2% | 29k | 550.69 | |
| Technology Select Sector Spdr Fund Etf (XLK) | 3.3 | $14M | 115k | 124.44 | ||
| Ishares Ibonds 2026 Corp Bond Etf (IBDR) | 2.7 | $12M | +230% | 498k | 23.35 | |
| Honeywell Intl Stock (HON) | 2.6 | $11M | 52k | 214.30 | ||
| Amphenol Corp New Cl A Stock (APH) | 2.5 | $11M | -4% | 144k | 76.14 | |
| Air Prods & Chems Stock (APD) | 2.4 | $10M | 34k | 308.26 | ||
| Abbott Labs Stock (ABT) | 2.4 | $10M | 92k | 109.79 | ||
| Ametek Stock (AME) | 2.2 | $9.5M | 68k | 139.72 | ||
| Ishares Core S&p 500 Etf Etf (IVV) | 2.2 | $9.4M | +14% | 25k | 384.21 | |
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| Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) | 2.1 | $9.2M | -27% | 191k | 47.86 | |
| Jpmorgan Chase & Co Stock (JPM) | 2.1 | $9.1M | 68k | 134.10 | ||
| Merck & Co Stock (MRK) | 2.1 | $8.9M | -2% | 80k | 110.95 | |
| Ishares Ibonds 2025 Corp Bond Etf (IBDQ) | 1.9 | $8.1M | +49% | 334k | 24.32 | |
| Visa Inc Com Cl A Stock (V) | 1.8 | $7.8M | 38k | 207.76 | ||
| Vanguard Real Estate Etf Etf (VNQ) | 1.8 | $7.7M | -2% | 94k | 82.48 | |
| United Rentals Stock (URI) | 1.8 | $7.6M | +4% | 21k | 355.42 | |
| Vanguard Small Cap Value Etf Etf (VBR) | 1.7 | $7.4M | +2% | 47k | 158.80 | |
| Crown Castle Reit (CCI) | 1.7 | $7.4M | 54k | 135.64 | ||
| S&p Global Stock (SPGI) | 1.5 | $6.5M | 19k | 334.95 | ||
| Apple Stock (AAPL) | 1.4 | $6.2M | -4% | 48k | 129.93 | |
| Kkr & Co Stock (KKR) | 1.3 | $5.8M | -2% | 124k | 46.42 | |
| Advanced Micro Devices Stock (AMD) | 1.3 | $5.4M | 83k | 64.77 | ||
| Texas Instrs Stock (TXN) | 1.2 | $5.2M | 31k | 165.22 | ||
| Freeport-mcmoran Inc Cl B Stock (FCX) | 1.2 | $5.1M | +12% | 135k | 38.00 | |
| Teleflex Incorporated Stock (TFX) | 1.2 | $5.1M | -5% | 21k | 249.63 | |
| Chevron Corp Stock (CVX) | 1.2 | $5.0M | -3% | 28k | 179.49 | |
| Ecolab Stock (ECL) | 1.1 | $4.8M | -7% | 33k | 145.56 | |
| Chubb Stock (CB) | 1.0 | $4.5M | 20k | 220.60 | ||
| Fiserv Stock (FISV) | 1.0 | $4.4M | -2% | 43k | 101.07 | |
| Amazon Stock (AMZN) | 1.0 | $4.3M | -9% | 51k | 84.00 | |
| Broadridge Finl Solutions Stock (BR) | 0.9 | $3.9M | -17% | 29k | 134.13 | |
| Fidelity Natl Information Svcs Stock (FIS) | 0.8 | $3.4M | -13% | 50k | 67.85 | |
| Vmware Inc Cl A Stock (VMW) | 0.7 | $3.1M | -16% | 25k | 122.76 | |
| Home Depot Stock (HD) | 0.7 | $2.8M | 9.0k | 315.86 | ||
| Ishares Ibonds 2024 Corp Bond Etf (IBDP) | 0.7 | $2.8M | +51% | 115k | 24.42 | |
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.6 | $2.5M | 18k | 141.25 | ||
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.5 | $2.3M | 26k | 88.23 | ||
| Micron Technology Stock (MU) | 0.5 | $2.3M | 45k | 49.98 | ||
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $2.2M | +6% | 25k | 88.73 | |
| American Wtr Wks Stock (AWK) | 0.4 | $1.6M | 10k | 152.42 | ||
| Lilly Eli & Co Stock (LLY) | 0.4 | $1.5M | +4% | 4.2k | 365.84 | |
| Bank America Corp Stock (BAC) | 0.4 | $1.5M | 46k | 33.12 | ||
| Marvell Technology Stock (MRVL) | 0.4 | $1.5M | 41k | 37.04 | ||
| Johnson & Johnson Stock (JNJ) | 0.4 | $1.5M | -3% | 8.6k | 176.65 | |
| Us Bancorp Del Stock (USB) | 0.3 | $1.4M | 33k | 43.61 | ||
| Vanguard S&p 500 Etf Etf (VOO) | 0.3 | $1.4M | -7% | 4.0k | 351.34 | |
| Cvs Health Corp Stock (CVS) | 0.3 | $1.3M | +6% | 14k | 93.19 | |
| Elevance Health Stock (ELV) | 0.3 | $1.3M | NEW | 2.6k | 512.97 | |
| Nxp Semiconductors N V Stock (NXPI) | 0.3 | $1.3M | 8.1k | 158.02 | ||
| Raytheon Technologies Corp Stock (RTX) | 0.3 | $1.3M | -4% | 13k | 100.92 | |
| Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) | 0.3 | $1.3M | -2% | 53k | 23.77 | |
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.3 | $1.3M | 4.7k | 266.84 | ||
| Procter And Gamble Stock (PG) | 0.3 | $1.3M | 8.3k | 151.56 | ||
| Xylem Stock (XYL) | 0.3 | $1.3M | -2% | 11k | 110.57 | |
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $1.2M | 4.0k | 308.88 | ||
| Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) | 0.3 | $1.2M | +3% | 39k | 32.17 | |
| Centene Corp Del Stock (CNC) | 0.3 | $1.2M | 15k | 82.01 | ||
| Nike Inc Cl B Stock (NKE) | 0.3 | $1.2M | 11k | 117.01 | ||
| Robert Half Intl Stock (RHI) | 0.3 | $1.2M | 16k | 73.83 | ||
| Coca Cola Stock (KO) | 0.3 | $1.1M | -2% | 17k | 63.61 | |
| Markel Corp Stock (MKL) | 0.3 | $1.1M | -6% | 822.00 | 1316.96 | |
| Vulcan Matls Stock (VMC) | 0.3 | $1.1M | -7% | 6.1k | 175.11 | |
| Corning Stock (GLW) | 0.2 | $1.1M | 34k | 31.94 | ||
| Fidelity Msci Information Technology Index Etf Etf (FTEC) | 0.2 | $1.0M | 11k | 94.51 | ||
| Disney Walt Stock (DIS) | 0.2 | $1.0M | -3% | 12k | 86.88 | |
| Solaredge Technologies Stock (SEDG) | 0.2 | $1.0M | -18% | 3.5k | 283.27 | |
| Wells Fargo Stock (WFC) | 0.2 | $1.0M | 24k | 41.29 | ||
| Unitedhealth Group Stock (UNH) | 0.2 | $964k | -42% | 1.8k | 530.28 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.2 | $878k | 4.1k | 214.24 | ||
| Ishares Msci Kld 400 Social Etf Etf (DSI) | 0.2 | $842k | 12k | 71.79 | ||
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $792k | 2.1k | 382.43 | ||
| Pfizer Stock (PFE) | 0.2 | $788k | -8% | 15k | 51.24 | |
| Carrier Global Corporation Stock (CARR) | 0.2 | $783k | 19k | 41.25 | ||
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.2 | $765k | -5% | 10k | 75.19 | |
| Automatic Data Processing Stock (ADP) | 0.2 | $764k | 3.2k | 238.86 | ||
| Henry Schein Stock (HSIC) | 0.2 | $739k | -5% | 9.3k | 79.87 | |
| Church & Dwight Stock (CHD) | 0.2 | $730k | 9.1k | 80.61 | ||
| Ishares Ibonds 2023 Corp Bond Etf (IBDO) | 0.2 | $720k | +10% | 29k | 25.03 | |
| Union Pac Corp Stock (UNP) | 0.2 | $702k | 3.4k | 207.07 | ||
| M & T Bk Corp Stock (MTB) | 0.2 | $689k | 4.8k | 145.06 | ||
| Ishares Cybersecurity & Tech Etf Etf (IHAK) | 0.2 | $665k | 20k | 33.02 | ||
| First Solar Stock (FSLR) | 0.2 | $655k | -32% | 4.4k | 149.79 | |
| Newmont Corp Stock (NEM) | 0.2 | $651k | -33% | 14k | 47.20 | |
| Comcast Corp New Cl A Stock (CMCSA) | 0.1 | $634k | -2% | 18k | 34.97 | |
| Idex Corp Stock (IEX) | 0.1 | $625k | 2.7k | 228.33 | ||
| Exxon Mobil Corp Stock (XOM) | 0.1 | $621k | 5.6k | 110.30 | ||
| Pacific Premier Bancorp Stock (PPBI) | 0.1 | $607k | 19k | 31.56 | ||
| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $592k | 3.1k | 191.16 | ||
| Idacorp Stock (IDA) | 0.1 | $570k | 5.3k | 107.85 | ||
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.1 | $519k | NEW | 2.1k | 241.89 | |
| Fidelity Msci Real Estate Index Etf Etf (FREL) | 0.1 | $457k | 18k | 24.81 | ||
| Edwards Lifesciences Corp Stock (EW) | 0.1 | $456k | 6.1k | 74.61 | ||
| Fedex Corp Stock (FDX) | 0.1 | $431k | -7% | 2.5k | 173.20 | |
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $404k | +71% | 2.7k | 151.85 | |
| Catalent Stock (CTLT) | 0.1 | $400k | -90% | 8.9k | 45.01 | |
| Pepsico Stock (PEP) | 0.1 | $379k | 2.1k | 180.66 | ||
| Nextera Energy Stock (NEE) | 0.1 | $362k | 4.3k | 83.60 | ||
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $358k | 2.1k | 174.36 | ||
| Genuine Parts Stock (GPC) | 0.1 | $356k | 2.1k | 173.51 | ||
| Oracle Corp Stock (ORCL) | 0.1 | $325k | 4.0k | 81.74 | ||
| International Business Machs Stock (IBM) | 0.1 | $321k | -11% | 2.3k | 140.89 | |
| Walmart Stock (WMT) | 0.1 | $305k | -6% | 2.2k | 141.80 | |
| Msc Indl Direct Inc Cl A Stock (MSM) | 0.1 | $302k | 3.7k | 81.70 | ||
| 3M Stock (MMM) | 0.1 | $299k | 2.5k | 119.92 | ||
| Invesco Qqq Trust Etf (QQQ) | 0.1 | $285k | 1.1k | 266.18 | ||
| Vanguard Mid-cap Etf Etf (VO) | 0.1 | $268k | 1.3k | 203.81 | ||
| Waters Corp Stock (WAT) | 0.1 | $267k | 780.00 | 342.58 | ||
| Aflac Stock (AFL) | 0.1 | $248k | NEW | 3.4k | 71.94 | |
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $247k | NEW | 1.4k | 173.84 | |
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.1 | $246k | -7% | 4.9k | 50.00 | |
| Morgan Stanley Stock (MS) | 0.1 | $240k | -4% | 2.8k | 85.02 | |
| First Fndtn Stock (FFWM) | 0.1 | $239k | 17k | 14.33 | ||
| Verizon Communications Stock (VZ) | 0.1 | $222k | 5.6k | 39.40 | ||
| Martin Marietta Matls Stock (MLM) | 0.0 | $203k | NEW | 600.00 | 337.97 | |
| Clarivate Plc Ord Stock (CLVT) | 0.0 | $153k | -60% | 18k | 8.34 | |
Past Filings by Buffington Mohr McNeal
SEC 13F filings are viewable for Buffington Mohr McNeal going back to 2010
- 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
- Buffington Mohr McNeal 2021 Q1 filed April 14, 2021
- Buffington Mohr McNeal 2020 Q4 filed Jan. 20, 2021
- Buffington Mohr McNeal 2020 Q3 filed Oct. 26, 2020
- Buffington Mohr McNeal 2020 Q2 filed July 27, 2020
- Buffington Mohr McNeal 2020 Q1 filed April 8, 2020
- Buffington Mohr McNeal 2019 Q4 filed Jan. 30, 2020
- Buffington Mohr McNeal 2019 Q3 filed Oct. 10, 2019
- Buffington Mohr McNeal 2019 Q2 filed July 31, 2019
- Buffington Mohr McNeal 2019 Q1 filed April 29, 2019