Buffalo Business & Estate Services as of March 31, 2026
Portfolio Holdings for Buffalo Business & Estate Services
Buffalo Business & Estate Services holds 87 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 19.6 | $135M | 1.6M | 82.75 | |
| NVIDIA Corporation (NVDA) | 13.1 | $90M | 518k | 174.40 | |
| Vanguard Index Fds Value Etf (VTV) | 9.6 | $66M | 338k | 196.20 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 6.2 | $43M | 428k | 99.27 | |
| Ishares Tr Core Msci Eafe (IEFA) | 5.9 | $41M | 448k | 90.53 | |
| Amazon (AMZN) | 5.5 | $38M | 180k | 208.27 | |
| Apple (AAPL) | 5.1 | $35M | 140k | 253.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $28M | 98k | 287.56 | |
| Netflix (NFLX) | 3.4 | $23M | 242k | 96.15 | |
| Eli Lilly & Co. (LLY) | 1.4 | $9.5M | 10k | 919.73 | |
| Broadcom (AVGO) | 1.4 | $9.5M | 31k | 309.51 | |
| Meta Platforms Cl A (META) | 1.3 | $8.6M | 15k | 572.14 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $8.5M | 98k | 86.69 | |
| Microsoft Corporation (MSFT) | 1.2 | $8.4M | 23k | 370.18 | |
| Palo Alto Networks (PANW) | 1.2 | $8.0M | 50k | 160.32 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.2 | $8.0M | 79k | 100.62 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.1 | $7.8M | 23k | 337.95 | |
| Boeing Company (BA) | 1.1 | $7.8M | 39k | 199.03 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $6.3M | 15k | 426.39 | |
| Costco Wholesale Corporation (COST) | 0.9 | $5.9M | 5.9k | 996.48 | |
| Johnson & Johnson (JNJ) | 0.8 | $5.7M | 23k | 244.44 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $5.4M | 19k | 294.16 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $5.3M | 11k | 499.68 | |
| Amgen (AMGN) | 0.8 | $5.3M | 15k | 351.85 | |
| Kla Corp Com New (KLAC) | 0.7 | $5.2M | 3.5k | 1472.47 | |
| Lowe's Companies (LOW) | 0.7 | $5.0M | 21k | 236.28 | |
| Capital One Financial (COF) | 0.7 | $4.9M | 27k | 182.43 | |
| Chevron Corporation (CVX) | 0.7 | $4.8M | 23k | 206.90 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $4.7M | 7.7k | 604.41 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.7 | $4.7M | 22k | 213.67 | |
| Nextera Energy (NEE) | 0.6 | $4.3M | 46k | 92.88 | |
| United Rentals (URI) | 0.6 | $4.0M | 5.5k | 728.53 | |
| Trane Technologies SHS (TT) | 0.6 | $3.9M | 9.5k | 416.75 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.6 | $3.9M | 40k | 97.91 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $3.5M | 55k | 64.08 | |
| Ge Vernova (GEV) | 0.4 | $2.9M | 3.4k | 873.02 | |
| Barrick Mng Corp Com Shs (B) | 0.3 | $2.2M | 55k | 40.79 | |
| Uber Technologies (UBER) | 0.3 | $2.1M | 29k | 71.93 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $1.4M | 15k | 97.23 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $1.0M | 15k | 69.30 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.0M | 2.6k | 390.41 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.0M | 6.9k | 146.27 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $988k | 2.1k | 460.99 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $987k | 4.0k | 247.98 | |
| Goldman Sachs (GS) | 0.1 | $797k | 942.00 | 846.39 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $757k | 20k | 38.42 | |
| Corning Incorporated (GLW) | 0.1 | $756k | 5.6k | 135.98 | |
| Micron Technology (MU) | 0.1 | $704k | 2.1k | 337.84 | |
| Arista Networks Com Shs (ANET) | 0.1 | $682k | 5.6k | 122.77 | |
| Tesla Motors (TSLA) | 0.1 | $655k | 1.8k | 371.64 | |
| Quanta Services (PWR) | 0.1 | $636k | 1.2k | 548.84 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $631k | 1.1k | 597.32 | |
| Whitefiber SHS (WYFI) | 0.1 | $602k | 51k | 11.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $556k | 1.2k | 479.20 | |
| Caterpillar (CAT) | 0.1 | $538k | 759.00 | 708.74 | |
| Stryker Corporation (SYK) | 0.1 | $534k | 1.6k | 328.64 | |
| Wal-Mart Stores (WMT) | 0.1 | $501k | 4.0k | 124.28 | |
| Monolithic Power Systems (MPWR) | 0.1 | $497k | 455.00 | 1092.47 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $488k | 7.2k | 68.14 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $450k | 1.0k | 430.29 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $421k | 645.00 | 652.83 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $371k | 948.00 | 391.78 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $352k | 2.8k | 124.30 | |
| Advanced Micro Devices (AMD) | 0.0 | $343k | 1.7k | 203.43 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $338k | 4.4k | 77.47 | |
| Verizon Communications (VZ) | 0.0 | $335k | 6.7k | 50.20 | |
| Deere & Company (DE) | 0.0 | $326k | 579.00 | 563.64 | |
| Ge Aerospace Com New (GE) | 0.0 | $324k | 1.1k | 283.79 | |
| Home Depot (HD) | 0.0 | $301k | 916.00 | 328.83 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $300k | 1.0k | 286.85 | |
| Astera Labs (ALAB) | 0.0 | $292k | 2.7k | 109.60 | |
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $285k | 5.4k | 53.12 | |
| Api Group Corp Com Stk (APG) | 0.0 | $276k | 6.8k | 40.52 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $275k | 6.5k | 42.31 | |
| M&T Bank Corporation (MTB) | 0.0 | $270k | 1.3k | 206.79 | |
| American Express Company (AXP) | 0.0 | $261k | 864.00 | 302.54 | |
| Vanguard World Extended Dur (EDV) | 0.0 | $258k | 4.0k | 64.95 | |
| Blackrock (BLK) | 0.0 | $258k | 268.00 | 962.11 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $258k | 3.8k | 67.53 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $251k | 435.00 | 576.63 | |
| National Fuel Gas (NFG) | 0.0 | $246k | 2.6k | 93.96 | |
| Ameriprise Financial (AMP) | 0.0 | $218k | 491.00 | 444.83 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $218k | 4.1k | 52.56 | |
| Oracle Corporation (ORCL) | 0.0 | $212k | 1.4k | 147.12 | |
| NBT Ban (NBTB) | 0.0 | $202k | 4.7k | 42.58 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $202k | 1.8k | 115.01 | |
| Ford Motor Company (F) | 0.0 | $158k | 14k | 11.54 |
