Buffalo Business & Estate Services

Buffalo Business & Estate Services as of June 30, 2026

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