Buffington Mohr McNeal as of March 31, 2016
Portfolio Holdings for Buffington Mohr McNeal
Buffington Mohr McNeal holds 171 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Laudus Int'l Mrktmasters Inst | 7.8 | $18M | 863k | 20.62 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 7.0 | $16M | 326k | 48.84 | |
PowerShares Preferred Portfolio | 4.3 | $9.9M | 664k | 14.92 | |
Janus Invt Fd Entprise Fd Cl T (JAENX) | 4.1 | $9.4M | 107k | 88.04 | |
Technology SPDR (XLK) | 3.5 | $7.9M | 178k | 44.36 | |
Vanguard REIT ETF (VNQ) | 3.3 | $7.6M | 90k | 83.80 | |
Oppenheimer International Growth Fd-cl A | 3.0 | $6.9M | 190k | 36.44 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.9 | $6.6M | 62k | 105.68 | |
Costco Wholesale Corporation (COST) | 2.9 | $6.5M | 41k | 157.58 | |
Jp Morgan High Yld Bd mf | 2.7 | $6.2M | 901k | 6.90 | |
Glenmede Small Cap Eqty mutual | 2.5 | $5.6M | 222k | 25.10 | |
Microsoft Corporation (MSFT) | 1.9 | $4.4M | 80k | 55.23 | |
Claymore Exchange Trd Fd Tr gug bull2018 e | 1.9 | $4.4M | 209k | 21.12 | |
Johnson & Johnson (JNJ) | 1.8 | $4.1M | 38k | 108.20 | |
Exxon Mobil Corporation (XOM) | 1.6 | $3.7M | 44k | 83.60 | |
General Electric Company | 1.6 | $3.5M | 111k | 31.79 | |
Claymore Exchange-traded Fd gugg crp bd 2017 | 1.4 | $3.2M | 141k | 22.64 | |
TECO Energy | 1.4 | $3.2M | 115k | 27.53 | |
Fiserv (FI) | 1.3 | $3.0M | 29k | 102.58 | |
Air Lease Corp (AL) | 1.3 | $3.0M | 92k | 32.12 | |
Chevron Corporation (CVX) | 1.1 | $2.6M | 27k | 95.39 | |
Claymore Exchange-traded Fd gugg crp bd 2016 | 1.1 | $2.6M | 117k | 22.05 | |
Masco Corporation (MAS) | 1.1 | $2.5M | 78k | 31.45 | |
Danaher Corporation (DHR) | 1.1 | $2.4M | 26k | 94.87 | |
Abbott Laboratories (ABT) | 1.1 | $2.4M | 57k | 41.81 | |
Honeywell International (HON) | 1.0 | $2.4M | 21k | 112.07 | |
Vanguard Short Term Trsy Fund mutual funds (VFIRX) | 1.0 | $2.3M | 214k | 10.76 | |
Rockwell Collins | 1.0 | $2.3M | 25k | 92.20 | |
Fidelity National Information Services (FIS) | 0.9 | $2.1M | 34k | 63.32 | |
Celgene Corporation | 0.9 | $2.1M | 21k | 100.07 | |
Verizon Communications (VZ) | 0.9 | $2.1M | 38k | 54.09 | |
Morgan Stanley (MS) | 0.9 | $2.0M | 81k | 25.00 | |
BB&T Corporation | 0.9 | $2.0M | 59k | 33.27 | |
U.s. Bancorp | 0.9 | $2.0M | 49k | 40.60 | |
Ecolab (ECL) | 0.8 | $1.9M | 17k | 111.50 | |
Ametek (AME) | 0.7 | $1.6M | 32k | 49.97 | |
Pepsi (PEP) | 0.7 | $1.6M | 18k | 85.97 | |
Henry Schein (HSIC) | 0.7 | $1.5M | 8.7k | 172.68 | |
Equifax (EFX) | 0.6 | $1.4M | 12k | 114.27 | |
Thermo Fisher Scientific (TMO) | 0.6 | $1.4M | 9.6k | 141.62 | |
Amphenol Corporation (APH) | 0.6 | $1.3M | 23k | 57.80 | |
Vanguard 500 Index - Adm (VFIAX) | 0.6 | $1.3M | 7.0k | 189.97 | |
Teleflex Incorporated (TFX) | 0.5 | $1.2M | 7.7k | 156.93 | |
Vantiv Inc Cl A | 0.5 | $1.1M | 21k | 53.88 | |
Snap-on Incorporated (SNA) | 0.5 | $1.0M | 6.6k | 156.86 | |
Aptar (ATR) | 0.5 | $1.1M | 13k | 78.35 | |
Alliance Data Systems Corporation (BFH) | 0.5 | $1.0M | 4.6k | 219.89 | |
Teva Pharmaceutical Industries (TEVA) | 0.4 | $1.0M | 19k | 53.49 | |
ConocoPhillips (COP) | 0.4 | $1.0M | 25k | 40.25 | |
IDEX Corporation (IEX) | 0.4 | $982k | 12k | 82.88 | |
Quintiles Transnatio Hldgs I | 0.4 | $964k | 15k | 65.05 | |
Donaldson Company (DCI) | 0.4 | $931k | 29k | 31.88 | |
Intel Corporation (INTC) | 0.4 | $873k | 27k | 32.34 | |
AmerisourceBergen (COR) | 0.4 | $858k | 9.9k | 86.54 | |
Texas Instruments Incorporated (TXN) | 0.4 | $867k | 15k | 57.36 | |
Ihs | 0.3 | $763k | 6.2k | 124.07 | |
Harding Loevner Fds Emerging M mutual funds (HLEMX) | 0.3 | $780k | 19k | 41.75 | |
CenturyLink | 0.3 | $745k | 23k | 31.93 | |
At&t Corp | 0.3 | $757k | 19k | 39.12 | |
First Data Corp | 0.3 | $726k | 56k | 12.93 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $706k | 12k | 59.16 | |
Ida (IDA) | 0.3 | $710k | 9.5k | 74.52 | |
Columbia Intermed Bondcl Z (SRBFX) | 0.3 | $712k | 78k | 9.10 | |
RPM International (RPM) | 0.3 | $676k | 14k | 47.29 | |
Verisk Analytics (VRSK) | 0.3 | $687k | 8.6k | 79.88 | |
Artisan International Fund mut (ARTIX) | 0.3 | $671k | 24k | 27.61 | |
C.R. Bard | 0.3 | $648k | 3.2k | 202.50 | |
Claymore Exchange Trd Fd Tr gug bull2019 e | 0.3 | $630k | 30k | 21.19 | |
International Business Machines (IBM) | 0.3 | $614k | 4.1k | 151.27 | |
United Technologies Corporation | 0.3 | $618k | 6.2k | 100.02 | |
Wabtec Corporation (WAB) | 0.3 | $605k | 7.6k | 79.19 | |
Laudus Int'l Mrktmasters Inv | 0.3 | $611k | 30k | 20.62 | |
Sonoco Products Company (SON) | 0.3 | $591k | 12k | 48.54 | |
MSC Industrial Direct (MSM) | 0.3 | $597k | 7.8k | 76.29 | |
Gs Intl Small Cap mf | 0.3 | $603k | 58k | 10.36 | |
Unilever | 0.2 | $578k | 13k | 44.66 | |
M&T Bank Corporation (MTB) | 0.2 | $547k | 4.9k | 110.95 | |
DENTSPLY International | 0.2 | $556k | 9.0k | 61.61 | |
EOG Resources (EOG) | 0.2 | $546k | 7.5k | 72.56 | |
General Dynamics Corporation (GD) | 0.2 | $541k | 4.1k | 131.31 | |
American Water Works (AWK) | 0.2 | $529k | 7.7k | 68.93 | |
Vanguard S&p 500 | 0.2 | $515k | 2.7k | 188.23 | |
Public Service Enterprise (PEG) | 0.2 | $508k | 11k | 47.08 | |
Church & Dwight (CHD) | 0.2 | $500k | 5.4k | 92.17 | |
Cme (CME) | 0.2 | $486k | 5.1k | 95.86 | |
Waters Corporation (WAT) | 0.2 | $452k | 3.4k | 131.78 | |
Royal Dutch Shell | 0.2 | $460k | 9.5k | 48.42 | |
Micron Technology (MU) | 0.2 | $459k | 44k | 10.45 | |
Middleby Corporation (MIDD) | 0.2 | $444k | 4.2k | 106.60 | |
ROYAL BK SCOTLAND Group Plc sp adr pref t | 0.2 | $454k | 18k | 25.43 | |
Home Depot (HD) | 0.2 | $439k | 3.3k | 133.31 | |
Noble Corporation | 0.2 | $436k | 42k | 10.33 | |
Sealed Air (SEE) | 0.2 | $412k | 8.6k | 47.96 | |
Oracle Corporation (ORCL) | 0.2 | $413k | 10k | 40.84 | |
Robert Half International (RHI) | 0.2 | $416k | 8.9k | 46.56 | |
Abbvie (ABBV) | 0.2 | $419k | 7.4k | 57.01 | |
E.I. du Pont de Nemours & Company | 0.2 | $398k | 6.3k | 63.17 | |
Union Pacific Corporation (UNP) | 0.2 | $373k | 4.7k | 79.50 | |
Dow Chemical Company | 0.2 | $358k | 7.1k | 50.78 | |
Frontier Communications | 0.2 | $363k | 65k | 5.58 | |
Travelers Companies | 0.2 | $360k | 3.1k | 116.54 | |
Franklin Oregon Tax Free Incom | 0.2 | $362k | 30k | 11.90 | |
Pfizer (PFE) | 0.1 | $344k | 12k | 29.60 | |
Automatic Data Processing (ADP) | 0.1 | $340k | 3.8k | 89.47 | |
Nike (NKE) | 0.1 | $344k | 5.6k | 61.43 | |
Berkshire Hathaway (BRK.B) | 0.1 | $323k | 2.3k | 141.54 | |
Wells Fargo & Company (WFC) | 0.1 | $327k | 6.8k | 48.22 | |
Anadarko Petroleum Corporation | 0.1 | $314k | 6.7k | 46.55 | |
Archer Daniels Midland Company (ADM) | 0.1 | $288k | 7.9k | 36.27 | |
Intuit (INTU) | 0.1 | $289k | 2.8k | 103.81 | |
Fidelity Contra (FCNTX) | 0.1 | $303k | 3.1k | 96.47 | |
Spartan Tot Mkt Index | 0.1 | $288k | 4.9k | 59.14 | |
Xilinx | 0.1 | $265k | 5.6k | 47.37 | |
Alcoa | 0.1 | $276k | 29k | 9.55 | |
Nordstrom (JWN) | 0.1 | $251k | 4.4k | 57.05 | |
Enterprise Products Partners (EPD) | 0.1 | $260k | 11k | 24.56 | |
Schwab Invts 1000 Index Inv cs (SNXFX) | 0.1 | $241k | 4.8k | 50.15 | |
Xylem (XYL) | 0.1 | $242k | 5.9k | 40.84 | |
Merck & Co (MRK) | 0.1 | $222k | 4.2k | 52.86 | |
iShares Russell 2000 Index (IWM) | 0.1 | $219k | 2.0k | 110.33 | |
Pentair | 0.1 | $222k | 4.1k | 54.15 | |
Barclays Bank Plc Pfd. 6.625% p | 0.1 | $226k | 8.9k | 25.41 | |
Hartford Div & Growth Fd mf (IHGIX) | 0.1 | $230k | 10k | 22.55 | |
Capital One Financial (COF) | 0.1 | $211k | 3.1k | 69.02 | |
Honda Motor (HMC) | 0.1 | $205k | 7.5k | 27.33 | |
PowerShares QQQ Trust, Series 1 | 0.1 | $203k | 1.9k | 108.91 | |
Schwab Amt Tax-free Money Fd other assets (SWWXX) | 0.1 | $201k | 201k | 1.00 | |
Colgate-Palmolive Company (CL) | 0.1 | $180k | 2.6k | 70.59 | |
Gilead Sciences (GILD) | 0.1 | $188k | 2.1k | 91.71 | |
New York Community Ban | 0.1 | $176k | 11k | 15.86 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $171k | 2.4k | 71.25 | |
Cisco Systems (CSCO) | 0.1 | $167k | 5.9k | 28.48 | |
Genuine Parts Company (GPC) | 0.1 | $149k | 1.5k | 99.33 | |
Aflac Inc 5.5% p | 0.1 | $162k | 6.3k | 25.71 | |
Hartford Equity Income Fund Class A m | 0.1 | $162k | 9.4k | 17.23 | |
Spdr S&p 500 Etf (SPY) | 0.1 | $145k | 707.00 | 205.09 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $135k | 1.0k | 135.00 | |
Apple (AAPL) | 0.1 | $143k | 1.3k | 108.91 | |
Weyerhaeuser Company (WY) | 0.1 | $146k | 4.7k | 30.93 | |
Starbucks Corporation (SBUX) | 0.1 | $133k | 2.2k | 59.78 | |
Amazon (AMZN) | 0.1 | $132k | 222.00 | 594.59 | |
Rydex S&P Equal Weight ETF | 0.1 | $131k | 1.7k | 78.35 | |
Barclays Bank Plc 8.125% Non C p | 0.1 | $133k | 5.1k | 26.18 | |
Schwab S&p 500 Select (SWPPX) | 0.1 | $138k | 4.3k | 32.09 | |
Merrill Lynch Trust prf | 0.1 | $141k | 5.4k | 26.18 | |
Vanguard Fxd Inc Secs Shr Trm (VFSTX) | 0.1 | $143k | 13k | 10.66 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.1 | $139k | 3.4k | 41.48 | |
Fidelity Capital & Income (FAGIX) | 0.1 | $129k | 14k | 9.09 | |
American Amcap Fund equity (AMCPX) | 0.1 | $138k | 5.3k | 25.98 | |
Schwab T/f Bond Fund fund | 0.1 | $136k | 11k | 12.02 | |
Fmi International Fund mf (FMIJX) | 0.1 | $126k | 4.4k | 28.67 | |
LKQ Corporation (LKQ) | 0.1 | $109k | 3.4k | 32.06 | |
Agrium | 0.1 | $110k | 1.3k | 88.00 | |
Helmerich & Payne (HP) | 0.1 | $112k | 1.9k | 58.79 | |
Procter & Gamble Company (PG) | 0.1 | $114k | 1.4k | 82.61 | |
Schlumberger (SLB) | 0.1 | $109k | 1.5k | 73.95 | |
Target Corporation (TGT) | 0.1 | $107k | 1.3k | 82.31 | |
PPL Corporation (PPL) | 0.1 | $116k | 3.1k | 38.03 | |
Varian Medical Systems | 0.1 | $124k | 1.6k | 80.00 | |
Essex Property Trust (ESS) | 0.1 | $116k | 495.00 | 234.34 | |
TFS Financial Corporation (TFSL) | 0.1 | $117k | 6.8k | 17.33 | |
Vanguard Intm Term Inv Grade-i (VFICX) | 0.1 | $106k | 11k | 9.95 | |
3 M Company | 0.1 | $105k | 632.00 | 166.14 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $103k | 922.00 | 111.71 | |
American Income Fnd Of America (AMECX) | 0.1 | $123k | 6.0k | 20.67 | |
Dodge & Cox Income Fd mutual | 0.1 | $112k | 8.3k | 13.50 | |
Thompson Plumb Bond Fund mf (THOPX) | 0.1 | $103k | 9.8k | 10.50 | |
Vanguard High Yield Corp - Adm (VWEAX) | 0.1 | $109k | 20k | 5.57 | |
Boeing Company (BA) | 0.0 | $102k | 800.00 | 127.50 | |
Philip Morris International (PM) | 0.0 | $102k | 1.0k | 98.08 | |
Patterson Dental Company | 0.0 | $102k | 2.2k | 46.36 |