Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Buffington Mohr McNeal

Latest statistics and disclosures from Buffington Mohr McNeal's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, MSFT, COST, XLK, IVV, and represent 27.19% of Buffington Mohr McNeal's stock portfolio.
Added to shares of these 10 stocks: APH (+$8.1M), JAAA, IVV, AVGO, CALF, NVDA, RSG, BAC, GOOG, AMZN.
Started 3 new stock positions in ISRG, JAAA, XVV.
Reduced shares in these 10 stocks: ABT, CVS, IBDQ, SPGI, , URI, , RHI, FI, COST.
Sold out of its positions in CVS, CMCSA, FIS, FFWM, GPC, MSM, RHI, VB, WAT.
Buffington Mohr McNeal was a net buyer of stock by $15M.
Buffington Mohr McNeal has $570M in assets under management (AUM), dropping by 3.22%.
Central Index Key (CIK): 0001317829

Tip: Access up to 7 years of quarterly data

Positions held by Buffington Mohr McNeal consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 123 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Large-cap Etf Etf (SCHX)	7.8	$45M		693k	64.25	View chart
Microsoft Corp Stock (MSFT)	5.8	$33M		74k	446.95	View chart
Costco Whsl Corp Stock (COST)	5.2	$30M		35k	850.00	View chart
Technology Select Sector Spdr Fund Etf (XLK)	4.3	$24M		107k	226.23	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.1	$23M	+9%	42k	547.23	View chart
Amphenol Corp New Cl A Stock (APH)	3.0	$17M	+91%	251k	67.37	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	2.9	$16M	+3%	260k	62.60	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	2.8	$16M	+8%	365k	43.56	View chart
Danaher Corporation Stock (DHR)	2.8	$16M		64k	249.85	View chart
Thermo Fisher Scientific Stock (TMO)	2.7	$15M		27k	553.01	View chart
Jpmorgan Chase & Co Stock (JPM)	2.4	$14M	+2%	67k	202.26	View chart
Ishares Ibonds 2026 Corp Bond Etf (IBDR)	2.4	$14M		566k	23.82	View chart
United Rentals Stock (URI)	2.2	$13M	-3%	20k	646.73	View chart
Ishares Ibonds 2030 Corp Bond Etf (IBDV)	2.2	$13M		594k	21.26	View chart
Ishares Ibonds 2031 Corp Bond Etf (IBDW)	2.2	$13M		618k	20.29	View chart
Kkr & Co Stock (KKR)	2.1	$12M	-2%	116k	105.24	View chart
Ishares Ibonds 2025 Corp Bond Etf (IBDQ)	2.1	$12M	-5%	486k	24.86	View chart
Amazon Stock (AMZN)	2.0	$11M	+6%	59k	193.25	View chart
Apple Stock (AAPL)	2.0	$11M		53k	210.62	View chart
Ametek Stock (AME)	1.9	$11M	+2%	65k	166.71	View chart
Visa Inc Com Cl A Stock (V)	1.9	$11M	+2%	41k	262.47	View chart
Honeywell Intl Stock (HON)	1.8	$10M	-2%	49k	213.54	View chart
Merck & Co Stock (MRK)	1.8	$10M		83k	123.80	View chart
Advanced Micro Devices Stock (AMD)	1.7	$9.6M	+4%	59k	162.21	View chart
Abbott Labs Stock (ABT)	1.4	$8.3M	-14%	80k	103.91	View chart
Air Prods & Chems Stock (APD)	1.4	$8.1M		31k	258.05	View chart
Ecolab Stock (ECL)	1.4	$7.8M	+2%	33k	238.00	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.4	$7.7M	+10%	42k	183.42	View chart
Bank America Corp Stock (BAC)	1.3	$7.6M	+11%	191k	39.77	View chart
Republic Svcs Stock (RSG)	1.3	$7.2M	+12%	37k	194.34	View chart
S&p Global Stock (SPGI)	1.1	$6.4M	-10%	14k	445.99	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.1	$6.4M	+2%	39k	164.28	View chart
Micron Technology Stock (MU)	1.0	$6.0M		45k	131.53	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	1.0	$5.7M	+2%	117k	48.60	View chart
Elevance Health Stock (ELV)	0.9	$5.4M	+7%	10k	541.83	View chart
Fiserv Stock (FI)	0.9	$4.9M	-7%	33k	149.04	View chart
Chevron Corp Stock (CVX)	0.8	$4.5M		29k	156.42	View chart
Broadcom Stock (AVGO)	0.8	$4.3M	+75%	2.7k	1605.59	View chart
Home Depot Stock (HD)	0.8	$4.3M	+5%	13k	344.24	View chart
Ishares Short Term Corporate Bond Etf (IGSB)	0.7	$3.8M	-6%	75k	51.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.7	$3.7M	-2%	21k	182.15	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.5	$3.0M	NEW	59k	50.88	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$2.7M		47k	58.52	View chart
Eli Lilly & Co Stock (LLY)	0.4	$2.5M	-5%	2.8k	905.39	View chart
Marvell Technology Stock (MRVL)	0.4	$2.5M	-7%	36k	69.90	View chart
Nxp Semiconductors N V Stock (NXPI)	0.4	$2.2M		8.2k	269.08	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.3	$1.9M	+3%	44k	44.36	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$1.9M		3.9k	500.13	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.7M	-4%	4.2k	406.77	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$1.7M		9.8k	171.52	View chart
Unilever Adr (UL)	0.3	$1.6M	+8%	30k	54.99	View chart
Rtx Corporation Stock (RTX)	0.3	$1.5M	-4%	15k	100.39	View chart
Texas Instrs Stock (TXN)	0.2	$1.4M		7.1k	194.53	View chart
Vulcan Matls Stock (VMC)	0.2	$1.4M		5.5k	248.68	View chart
Nextera Energy Stock (NEE)	0.2	$1.4M		19k	70.81	View chart
Wells Fargo Stock (WFC)	0.2	$1.4M		23k	59.39	View chart
Us Bancorp Del Stock (USB)	0.2	$1.3M		32k	39.70	View chart
Ishares Ibonds 2024 Corp Bond Etf (IBDP)	0.2	$1.2M	+2%	47k	25.13	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.2	$1.2M		25k	45.95	View chart
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI)	0.2	$1.1M		34k	32.64	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.1M	+979%	9.0k	123.54	View chart
Morgan Stanley Stock (MS)	0.2	$1.1M		11k	97.19	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$1.1M		2.0k	544.22	View chart
Coca Cola Stock (KO)	0.2	$1.1M		17k	63.65	View chart
Idex Corp Stock (IEX)	0.2	$1.0M	-2%	5.1k	201.20	View chart
Nike Inc Cl B Stock (NKE)	0.2	$1.0M	+3%	13k	75.37	View chart
Eaton Corp Stock (ETN)	0.2	$1.0M	+13%	3.2k	313.55	View chart
Fedex Corp Stock (FDX)	0.2	$980k		3.3k	299.85	View chart
Carrier Global Corporation Stock (CARR)	0.2	$968k	-11%	15k	63.08	View chart
Ansys Stock (ANSS)	0.2	$932k	+26%	2.9k	321.50	View chart
Walmart Stock (WMT)	0.2	$923k	-27%	14k	67.71	View chart
Teleflex Incorporated Stock (TFX)	0.2	$921k	-2%	4.4k	210.33	View chart
Unitedhealth Group Stock (UNH)	0.2	$914k	+2%	1.8k	509.36	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$911k	+120%	38k	23.73	View chart
First Solar Stock (FSLR)	0.2	$885k		3.9k	225.46	View chart
Centene Corp Del Stock (CNC)	0.2	$867k		13k	66.30	View chart
Tjx Cos Stock (TJX)	0.2	$864k		7.8k	110.10	View chart
Church & Dwight Stock (CHD)	0.2	$861k		8.3k	103.68	View chart
Union Pac Corp Stock (UNP)	0.1	$762k		3.4k	226.26	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$740k		2.4k	303.41	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$737k		6.4k	115.12	View chart
Oracle Corp Stock (ORCL)	0.1	$666k		4.7k	141.20	View chart
Crown Castle Reit (CCI)	0.1	$664k	-26%	6.8k	97.70	View chart
Automatic Data Processing Stock (ADP)	0.1	$645k		2.7k	238.69	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$622k		6.7k	92.37	View chart
American Wtr Wks Stock (AWK)	0.1	$577k	-35%	4.5k	129.16	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$574k		1.2k	479.04	View chart
Johnson & Johnson Stock (JNJ)	0.1	$561k		3.8k	146.16	View chart
Idacorp Stock (IDA)	0.1	$511k		5.5k	93.15	View chart
Pepsico Stock (PEP)	0.1	$510k	-7%	3.1k	164.93	View chart
M & T Bk Corp Stock (MTB)	0.1	$507k		3.4k	151.36	View chart
Leidos Holdings Stock (LDOS)	0.1	$496k	+3%	3.4k	145.88	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$456k		5.9k	77.27	View chart
Pacific Premier Bancorp Stock (PPBI)	0.1	$442k		19k	22.97	View chart
Newmont Corp Stock (NEM)	0.1	$412k		9.8k	41.87	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$405k		2.2k	182.55	View chart
Corning Stock (GLW)	0.1	$398k	-7%	10k	38.85	View chart
Ishares Esg Screened S&p 500 Etf Etf (XVV)	0.1	$390k	NEW	9.3k	42.05	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.1	$389k		3.7k	103.86	View chart
Veralto Corp Stock (VLTO)	0.1	$362k	+5%	3.8k	95.47	View chart
Global X Copper Miners Etf Etf (COPX)	0.1	$361k		8.0k	45.11	View chart
International Business Machs Stock (IBM)	0.1	$344k	-9%	2.0k	172.92	View chart
Henry Schein Stock (HSIC)	0.1	$340k	-27%	5.3k	64.10	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$340k		5.9k	57.61	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$305k		1.5k	202.89	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$303k		2.8k	106.66	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$301k		2.2k	136.87	View chart
Spdr Gold Shares Etf (GLD)	0.1	$293k		1.4k	215.01	View chart
Abbvie Stock (ABBV)	0.1	$288k	+2%	1.7k	171.52	View chart
Qualcomm Stock (QCOM)	0.0	$279k	+3%	1.4k	199.17	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$276k		1.0k	267.52	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$265k		459.00	576.59	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$257k		2.3k	110.50	View chart
Verizon Communications Stock (VZ)	0.0	$256k		6.2k	41.24	View chart
Aflac Stock (AFL)	0.0	$235k		2.6k	89.31	View chart
3M Stock (MMM)	0.0	$235k		2.3k	102.19	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$234k		4.0k	59.20	View chart
Mcdonalds Corp Stock (MCD)	0.0	$229k	-10%	899.00	254.91	View chart
Ishares Msci Germany Etf Etf (EWG)	0.0	$227k		7.4k	30.62	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$218k	-11%	7.5k	28.98	View chart
Intuitive Surgical Stock (ISRG)	0.0	$213k	NEW	479.00	444.85	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$210k		2.7k	78.73	View chart
Caterpillar Stock (CAT)	0.0	$208k		625.00	333.10	View chart

Past Filings by Buffington Mohr McNeal

SEC 13F filings are viewable for Buffington Mohr McNeal going back to 2010

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
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z