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BBES
Buffalo Business & Estate Services Portfolio holdings
AUM
$793M
This Fund
S&P 500
This Quarter
Est. Return
+2.58%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$696M
AUM Growth
–
Cap. Flow
+$693M
Cap. Flow
% of AUM
99.64%
Top 10 Holdings %
Top 10 Hldgs %
73.49%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$136M |
| 2 |
NVIDIA
NVDA
|
+$96M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$70.8M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$44.1M |
| 5 |
Apple
AAPL
|
+$36.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.44% |
| 2 | Communication Services | 8.36% |
| 3 | Consumer Discretionary | 5.4% |
| 4 | Healthcare | 3.55% |
| 5 | Financials | 3.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lowe's Companies
LOW
$120B
| $5.15M | 0.74% |
+21,340
| New | +$5.12M |
|
27
KLA
KLAC
$240B
| $4.99M | 0.72% |
+41,100
| New | +$4.82M |
|
28
Lockheed Martin
LMT
$128B
| $4.71M | 0.68% |
+9,734
| New | +$4.66M |
|
29
United Rentals
URI
$65.6B
| $4.63M | 0.67% |
+5,726
| New | +$4.97M |
|
30
Trane Technologies
TT
$100B
| $4.32M | 0.62% |
+11,112
| New | +$4.6M |
|
31
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.1B
| $4.19M | 0.6% |
+39,249
| New | +$4.16M |
|
32
Chevron
CVX
$392B
| $4.11M | 0.59% |
+26,971
| New | +$4.11M |
|
33
Constellation Energy
CEG
$98.6B
| $3.94M | 0.57% |
+11,154
| New | +$4.05M |
|
|
B
34
Barrick Mining
B
$80.4B
| $2.7M | 0.39% |
+62,048
| New | +$2.33M |
|
35
Vanguard FTSE Developed Markets ETF
VEA
$240B
| $2.58M | 0.37% |
+41,255
| New | +$2.53M |
|
36
Uber
UBER
$164B
| $2.3M | 0.33% |
+28,198
| New | +$2.54M |
|
37
GE Vernova
GEV
$247B
| $2.15M | 0.31% |
+3,295
| New | +$2.01M |
|
38
CrowdStrike
CRWD
$189B
| $1.84M | 0.26% |
+15,716
| New | +$2M |
|
39
Boeing
BA
$167B
| $1.58M | 0.23% |
+7,263
| New | +$1.49M |
|
40
Robinhood
HOOD
$101B
| $1.49M | 0.21% |
+13,216
| New | +$1.72M |
|
41
iShares Russell Mid-Cap ETF
IWR
$57.4B
| $1.37M | 0.2% |
+14,230
| New | +$1.37M |
|
42
Intuitive Surgical
ISRG
$131B
| $1.36M | 0.2% |
+2,407
| New | +$1.28M |
|
43
Vanguard S&P 500 ETF
VOO
$1.02T
| $1.1M | 0.16% |
+1,759
| New | +$1.09M |
|
44
iShares Bitcoin Trust
IBIT
$59.6B
| $979K | 0.14% |
+19,713
| New | +$1.12M |
|
45
iShares Russell 2000 ETF
IWM
$81.7B
| $905K | 0.13% |
+3,678
| New | +$904K |
|
46
Arista Networks
ANET
$241B
| $830K | 0.12% |
+6,336
| New | +$872K |
|
47
Snowflake
SNOW
$110B
| $808K | 0.12% |
+3,683
| New | +$899K |
|
48
Tesla
TSLA
$1.38T
| $794K | 0.11% |
+1,766
| New | +$783K |
|
49
Goldman Sachs
GS
$308B
| $740K | 0.11% |
+842
| New | +$687K |
|
50
Stryker
SYK
$127B
| $714K | 0.1% |
+2,032
| New | +$740K |
|
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Buffalo Business & Estate Services's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Buffalo Business & Estate Services, which disclosed 101 positions worth $696M. Its ten largest holdings account for 73% of the portfolio.
Its largest position is Vanguard Intermediate-Term Corporate Bond ETF: 1,615,840 shares worth $135M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, followed by Communication Services and Consumer Discretionary.
- Buffalo Business & Estate Services's largest Q4 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 1,615,840 shares worth $135M.
- Buffalo Business & Estate Services's ten largest holdings make up 73% of its $696M portfolio in Q4 2025.
- Buffalo Business & Estate Services disclosed 101 positions in Q4 2025, its first 13F filing on record.
Based on Buffalo Business & Estate Services's 13F filing for Q4 2025, filed 21 Jan 2026.