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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
(+15%)
Cap. Flow
-$751M
Cap. Flow
% of AUM
-94.72%
Top 10 Holdings %
Top 10 Hldgs %
69.63%
Holding
110
New
–
Increased
–
Reduced
–
Closed
87
Avg Time Held
0
quarters
Top 10 Avg Time Held
–
Top 20 Avg Time Held
–
Top Buys
No buys this quarter
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$135M |
| 2 |
NVIDIA
NVDA
|
+$107M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$70.6M |
| 4 |
Amazon
AMZN
|
+$45.3M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$43.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 48.96% |
| 2 | Technology | 24.65% |
| 3 | Communication Services | 5.78% |
| 4 | Consumer Discretionary | 5.26% |
| 5 | Industrials | 5.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$630B
| – | – |
-23,393
| Closed | -$5.45M | – |
|
27
Lowe's Companies
LOW
$104B
| – | – |
-21,358
| Closed | -$4.85M | – |
|
28
Mastercard
MA
$516B
| – | – |
-10,686
| Closed | -$5.33M | – |
|
29
Costco
COST
$420B
| – | – |
-5,880
| Closed | -$5.86M | – |
|
30
iShares Russell 1000 Value ETF
IWD
$82.7B
| – | – |
-21,784
| Closed | -$5.07M | – |
|
31
Trane Technologies
TT
$105B
| – | – |
-9,469
| Closed | -$4.43M | – |
|
32
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$57.8B
| – | – |
-39,685
| Closed | -$4.54M | – |
|
33
NextEra Energy
NEE
$161B
| – | – |
-45,983
| Closed | -$4.16M | – |
|
34
Vanguard FTSE Developed Markets ETF
VEA
$230B
| – | – |
-55,118
| Closed | -$3.84M | – |
|
35
Lockheed Martin
LMT
$118B
| – | – |
-7,717
| Closed | -$4.17M | – |
|
36
Chevron
CVX
$416B
| – | – |
-23,125
| Closed | -$4.3M | – |
|
37
Robinhood
HOOD
$98B
| – | – |
-14,971
| Closed | -$1.25M | – |
|
38
CrowdStrike
CRWD
$282B
| – | – |
-10,532
| Closed | -$1.5M | – |
|
39
iShares Russell Mid-Cap ETF
IWR
$56.6B
| – | – |
-14,670
| Closed | -$1.54M | – |
|
40
iShares Russell 2000 ETF
IWM
$77.4B
| – | – |
-3,978
| Closed | -$1.12M | – |
|
41
Vanguard S&P 500 ETF
VOO
$1.06T
| – | – |
-1,057
| Closed | -$705K | – |
|
42
ASML
ASML
$684B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
43
Corning
GLW
$135B
| – | – |
-5,558
| Closed | -$1.01M | – |
|
44
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
45
Advanced Micro Devices
AMD
$993B
| – | – |
-1,685
| Closed | -$691K | – |
|
46
Seagate
STX
$178B
| – | – |
-948
| Closed | -$723K | – |
|
47
Arista Networks
ANET
$273B
| – | – |
-5,551
| Closed | -$872K | – |
|
48
Uber
UBER
$146B
| – | – |
-28,663
| Closed | -$2.1M | – |
|
49
Linde
LIN
$223B
| – | – |
0
| – | – |
2026 Q2
0 quarters
|
|
50
Quanta Services
PWR
$106B
| – | – |
-1,159
| Closed | -$792K | – |
|
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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 Miscellaneous at 49% of assets, up from 47% a quarter earlier, followed by Technology and Communication Services.
- 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.