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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
JNJ icon
26
Johnson & Johnson
JNJ
$658B
– –
-23,393
Closed -$5.45M
LOW icon
27
Lowe's Companies
LOW
$120B
– –
-21,358
Closed -$4.85M
MA icon
28
Mastercard
MA
$525B
– –
-10,686
Closed -$5.33M
COST icon
29
Costco
COST
$426B
– –
-5,880
Closed -$5.86M
IWD icon
30
iShares Russell 1000 Value ETF
IWD
$84.2B
– –
-21,784
Closed -$5.07M
TT icon
31
Trane Technologies
TT
$100B
– –
-9,469
Closed -$4.43M
SPYG icon
32
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.1B
– –
-39,685
Closed -$4.54M
NEE icon
33
NextEra Energy
NEE
$176B
– –
-45,983
Closed -$4.16M
VEA icon
34
Vanguard FTSE Developed Markets ETF
VEA
$240B
– –
-55,118
Closed -$3.84M
LMT icon
35
Lockheed Martin
LMT
$128B
– –
-7,717
Closed -$4.17M
CVX icon
36
Chevron
CVX
$392B
– –
-23,125
Closed -$4.3M
HOOD icon
37
Robinhood
HOOD
$101B
– –
-14,971
Closed -$1.25M
CRWD icon
38
CrowdStrike
CRWD
$189B
– –
-10,532
Closed -$1.5M
IWR icon
39
iShares Russell Mid-Cap ETF
IWR
$57.4B
– –
-14,670
Closed -$1.54M
IWM icon
40
iShares Russell 2000 ETF
IWM
$81.7B
– –
-3,978
Closed -$1.12M
VOO icon
41
Vanguard S&P 500 ETF
VOO
$1.02T
– –
-1,057
Closed -$705K
ASML icon
42
ASML
ASML
$670B
– –
0
– –
GLW icon
43
Corning
GLW
$127B
– –
-5,558
Closed -$1.01M
IGV icon
44
iShares Expanded Tech-Software Sector ETF
IGV
$14B
– –
0
– –
AMD icon
45
Advanced Micro Devices
AMD
$782B
– –
-1,685
Closed -$691K
STX icon
46
Seagate
STX
$186B
– –
-948
Closed -$723K
ANET icon
47
Arista Networks
ANET
$241B
– –
-5,551
Closed -$872K
UBER icon
48
Uber
UBER
$164B
– –
-28,663
Closed -$2.1M
LIN icon
49
Linde
LIN
$225B
– –
0
– –
PWR icon
50
Quanta Services
PWR
$90.8B
– –
-1,159
Closed -$792K
1
2
3 4 5

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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.