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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
PWR icon
51
Quanta Services
PWR
$103B
$636K 0.09%
1,159
-198
-15% -$102K
VOO icon
52
Vanguard S&P 500 ETF
VOO
$1.03T
$631K 0.09%
1,057
-702
-40% -$439K
WYFI
53
WhiteFiber Inc
WYFI
$1.1B
$602K 0.09%
+50,519
New +$873K
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.09T
$556K 0.08%
1,160
-110
-9% -$54K
CAT icon
55
Caterpillar
CAT
$397B
$538K 0.08%
759
-13
-2% -$9K
SYK icon
56
Stryker
SYK
$133B
$534K 0.08%
1,624
-408
-20% -$146K
WMT icon
57
Walmart Inc
WMT
$920B
$501K 0.07%
4,034
+292
+8% +$35.9K
MPWR icon
58
Monolithic Power Systems
MPWR
$70.5B
$497K 0.07%
455
-84
-16% -$91.8K
SLV icon
59
iShares Silver Trust
SLV
$31.9B
$488K 0.07%
7,167
+1,965
+38% +$149K
GLD icon
60
SPDR Gold Trust
GLD
$144B
$450K 0.07%
1,046
+5
+0.5% +$2.24K
IVV icon
61
iShares Core S&P 500 ETF
IVV
$905B
$421K 0.06%
645
-42
-6% -$28.7K
STX icon
62
Seagate
STX
$196B
$371K 0.05%
948
-66
-7% -$25.2K
IJR icon
63
iShares Core S&P Small-Cap ETF
IJR
$113B
$352K 0.05%
2,833
-50
-2% -$6.35K
AMD icon
64
Advanced Micro Devices
AMD
$792B
$343K 0.05%
1,685
-103
-6% -$22K
CRWV
65
CoreWeave
CRWV
$58.6B
$338K 0.05%
4,360
-2,383
-35% -$207K
VZ icon
66
Verizon
VZ
$195B
$335K 0.05%
6,671
-329
-5% -$15.2K
DE icon
67
Deere & Co
DE
$168B
$326K 0.05%
579
-37
-6% -$20.9K
GE icon
68
GE Aerospace
GE
$380B
$324K 0.05%
1,140
-19
-2% -$5.97K
HD icon
69
Home Depot
HD
$344B
$301K 0.04%
916
-53
-5% -$19.3K
GOOG icon
70
Alphabet (Google) Class C
GOOG
$4.19T
$300K 0.04%
1,045
+66
+7% +$20.7K
ALAB icon
71
Astera Labs
ALAB
$57.2B
$292K 0.04%
+2,667
New +$380K
NYF icon
72
iShares New York Muni Bond ETF
NYF
$1.41B
$285K 0.04%
+5,369
New +$289K
APG icon
73
APi Group
APG
$19B
$276K 0.04%
6,822
– –
SHYG icon
74
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$274K 0.04%
6,487
-57
-0.9% -$2.43K
MTB icon
75
M&T Bank
MTB
$36.6B
$270K 0.04%
1,305
+1
+0.1% +$215
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.