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BBES

Buffalo Business & Estate Services Portfolio holdings

AUM $793M
This Fund
S&P 500
This Quarter Est. Return
-2.24%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$689M
AUM Growth
-$6.92M
Cap. Flow
+$15M
Cap. Flow %
2.18%
Top 10 Hldgs %
73.8%
Holding
109
New
8
Increased
34
Reduced
43
Closed
22

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$10.5M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.58M
3
NFLX icon
Netflix
NFLX
+$8.06M
4
BA icon
Boeing
BA
+$7.26M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.93M

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$12.1M
2
VTV icon
Vanguard Morningstar Value ETF
VTV
+$7.66M
3
CEG icon
Constellation Energy
CEG
+$3.94M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M
5
LMT icon
Lockheed Martin
LMT
+$1.24M

Sector Composition

Rank Sector Weight
1 Technology 25.19%
2 Communication Services 8.82%
3 Consumer Discretionary 6.35%
4 Industrials 3.7%
5 Healthcare 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
26
Lowe's Companies
LOW
$124B
$5.05M 0.73%
21,358
+18
+0.1% +$4.7K
COF icon
27
Capital One
COF
$134B
$4.9M 0.71%
26,866
+4,418
+20% +$924K
CVX icon
28
Chevron
CVX
$386B
$4.78M 0.69%
23,125
-3,846
-14% -$701K
LMT icon
29
Lockheed Martin
LMT
$138B
$4.66M 0.68%
7,717
-2,017
-21% -$1.24M
IWD icon
30
iShares Russell 1000 Value ETF
IWD
$84B
$4.65M 0.68%
21,784
-3,169
-13% -$694K
NEE icon
31
NextEra Energy
NEE
$179B
$4.27M 0.62%
45,983
+43,338
+1,638% +$3.85M
URI icon
32
United Rentals
URI
$71.2B
$4.04M 0.59%
5,549
-177
-3% -$149K
TT icon
33
Trane Technologies
TT
$106B
$3.95M 0.57%
9,469
-1,643
-15% -$698K
SPYG icon
34
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$3.89M 0.56%
39,685
+436
+1% +$45.4K
VEA icon
35
Vanguard FTSE Developed Markets ETF
VEA
$236B
$3.53M 0.51%
55,118
+13,863
+34% +$915K
GEV icon
36
GE Vernova
GEV
$269B
$2.94M 0.43%
3,368
+73
+2% +$57K
B
37
Barrick Mining
B
$66B
$2.25M 0.33%
55,131
-6,917
-11% -$319K
UBER icon
38
Uber
UBER
$160B
$2.06M 0.3%
28,663
+465
+2% +$35.8K
IWR icon
39
iShares Russell Mid-Cap ETF
IWR
$57.7B
$1.43M 0.21%
14,670
+440
+3% +$44K
HOOD icon
40
Robinhood
HOOD
$84.9B
$1.04M 0.15%
14,971
+1,755
+13% +$154K
CRWD icon
41
CrowdStrike
CRWD
$226B
$1.03M 0.15%
10,532
-5,184
-33% -$549K
PLTR icon
42
Palantir
PLTR
$420B
$1.01M 0.15%
6,883
-79,159
-92% -$12.1M
ISRG icon
43
Intuitive Surgical
ISRG
$142B
$988K 0.14%
2,144
-263
-11% -$133K
IWM icon
44
iShares Russell 2000 ETF
IWM
$81.8B
$986K 0.14%
3,978
+300
+8% +$77.4K
GS icon
45
Goldman Sachs
GS
$301B
$797K 0.12%
942
+100
+12% +$89.2K
IBIT icon
46
iShares Bitcoin Trust
IBIT
$47.2B
$757K 0.11%
19,713
– –
GLW icon
47
Corning
GLW
$137B
$756K 0.11%
+5,558
New +$670K
MU icon
48
Micron Technology
MU
$981B
$704K 0.1%
+2,085
New +$817K
ANET icon
49
Arista Networks
ANET
$250B
$681K 0.1%
5,551
-785
-12% -$105K
TSLA icon
50
Tesla
TSLA
$1.31T
$654K 0.1%
1,761
-5
-0.3% -$2.06K
1
2
3 4 5

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Buffalo Business & Estate Services's Q1 2026 Portfolio in Review

As of Q1 2026, Buffalo Business & Estate Services held 109 positions worth $689M, down 0.99% from $696M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Buffalo Business & Estate Services's Q1 2026 filing shows 8 new, 34 increased, 43 reduced and 22 closed positions. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 97,625 shares worth $8.46M. The largest sale was Palantir, an estimated $12.1M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 28% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Buffalo Business & Estate Services's largest Q1 2026 buy was iShares 20+ Year Treasury Bond ETF: 97,625 shares worth $8.46M.
  • Buffalo Business & Estate Services added most to Amazon in Q1 2026, an estimated $10.5M increase.
  • Buffalo Business & Estate Services's biggest Q1 2026 reduction was Palantir, cutting an estimated $12.1M.
  • Buffalo Business & Estate Services fully exited Constellation Energy in Q1 2026, selling an estimated $3.94M.
  • Buffalo Business & Estate Services's ten largest holdings make up 74% of its $689M portfolio in Q1 2026.
  • Buffalo Business & Estate Services opened 8 new positions and closed 22 in Q1 2026.
  • Buffalo Business & Estate Services's portfolio value fell 0.99% quarter-over-quarter to $689M.

Based on Buffalo Business & Estate Services's 13F filing for Q1 2026, filed 17 Apr 2026.