We are live on ! Find out more
BBES

Buffalo Business & Estate Services Portfolio holdings

AUM $793M
This Fund
S&P 500
This Quarter Est. Return
+14.95%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$793M
AUM Growth
+$104M
Cap. Flow
-$751M
Cap. Flow %
-94.72%
Top 10 Hldgs %
69.63%
Holding
110
New
–
Increased
–
Reduced
–
Closed
87

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$135M
2
NVDA icon
NVIDIA
NVDA
+$107M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$70.6M
4
AMZN icon
Amazon
AMZN
+$45.3M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$43.1M

Sector Composition

Rank Sector Weight
1 Technology 24.65%
2 Communication Services 5.78%
3 Consumer Discretionary 5.26%
4 Industrials 5.12%
5 Financials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
– –
-1,629,062
Closed -$135M
NVDA icon
2
NVIDIA
NVDA
$5.16T
– –
-518,114
Closed -$107M
VTV icon
3
Vanguard Morningstar Value ETF
VTV
$194B
– –
-338,073
Closed -$70.6M
IGSB icon
4
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
– –
-4,147
Closed -$217K
IEFA icon
5
iShares Core MSCI EAFE ETF
IEFA
$196B
– –
-448,331
Closed -$43.1M
AAPL icon
6
Apple
AAPL
$4.52T
– –
-139,489
Closed -$39.9M
AGG icon
7
iShares Core US Aggregate Bond ETF
AGG
$139B
– –
-427,728
Closed -$42.3M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.24T
– –
-98,250
Closed -$35.4M
AMZN icon
9
Amazon
AMZN
$2.82T
– –
-180,350
Closed -$45.3M
IJK icon
10
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
– –
-79,393
Closed -$8.82M
LLY icon
11
Eli Lilly
LLY
$1.1T
– –
-10,355
Closed -$10.6M
GS icon
12
Goldman Sachs
GS
$308B
– –
-942
Closed -$918K
GEV icon
13
GE Vernova
GEV
$247B
– –
-3,368
Closed -$3.44M
TSM icon
14
TSMC
TSM
$2.16T
– –
-23,218
Closed -$9.42M
PANW icon
15
Palo Alto Networks
PANW
$277B
– –
-50,032
Closed -$11.5M
AVGO icon
16
Broadcom
AVGO
$1.7T
– –
-30,718
Closed -$12.3M
KLAC icon
17
KLA
KLAC
$240B
– –
-34,980
Closed -$6.94M
BA icon
18
Boeing
BA
$167B
– –
-39,160
Closed -$8.71M
MSFT icon
19
Microsoft
MSFT
$3.65T
– –
-22,703
Closed -$9.19M
META icon
20
Meta Platforms (Facebook)
META
$1.45T
– –
-15,054
Closed -$9.21M
UNH icon
21
UnitedHealth
UNH
$356B
– –
0
– –
COF icon
22
Capital One
COF
$133B
– –
-26,866
Closed -$5.14M
IWF icon
23
iShares Russell 1000 Growth ETF
IWF
$125B
– –
-58,792
Closed -$7.09M
URI icon
24
United Rentals
URI
$65.6B
– –
-5,549
Closed -$5.28M
JPM icon
25
JPMorgan Chase
JPM
$948B
– –
-18,509
Closed -$5.75M
1
2 3 4 5

Similar funds

GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $794M AUM 25.46% 1-Year Est. Return
GUB
Golden Unicorn BVI Road Town $792M AUM 60.81% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $791M AUM 14.14% 1-Year Est. Return

Buffalo Business & Estate Services's Q2 2026 Portfolio in Review

As of Q2 2026, Buffalo Business & Estate Services held 110 positions worth $793M, up 15% from $689M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Buffalo Business & Estate Services withdrew a net $751M in Q2 2026, closing 87 positions. Its most notable exit was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $135M position sold in full.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 25% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Buffalo Business & Estate Services fully exited Vanguard Intermediate-Term Corporate Bond ETF in Q2 2026, selling an estimated $135M.
  • Buffalo Business & Estate Services's ten largest holdings make up 70% of its $793M portfolio in Q2 2026.
  • Buffalo Business & Estate Services opened 0 new positions and closed 87 in Q2 2026.
  • Buffalo Business & Estate Services's portfolio value rose 15% quarter-over-quarter to $793M.

Based on Buffalo Business & Estate Services's 13F filing for Q2 2026, filed 23 Jul 2026.