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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
BTDR icon
76
Bitdeer Technologies
BTDR
$3.07B
– –
0
– –
WMT icon
77
Walmart Inc
WMT
$839B
– –
-4,034
Closed -$501K
GOOG icon
78
Alphabet (Google) Class C
GOOG
$4.2T
– –
-1,045
Closed -$373K
QQQ icon
79
Invesco QQQ Trust
QQQ
$486B
– –
-435
Closed -$299K
SOLS
80
Solstice Advanced Materials
SOLS
$8.82B
– –
0
– –
IJH icon
81
iShares Core S&P Mid-Cap ETF
IJH
$125B
– –
-3,818
Closed -$280K
MTB icon
82
M&T Bank
MTB
$34.7B
– –
-1,305
Closed -$285K
SYK icon
83
Stryker
SYK
$127B
– –
-1,624
Closed -$512K
ISRG icon
84
Intuitive Surgical
ISRG
$131B
– –
-2,144
Closed -$937K
SPCX
85
SpaceX
SPCX
$1.82T
– –
0
– –
MU icon
86
Micron Technology
MU
$1.05T
– –
-2,085
Closed -$1.56M
APG icon
87
APi Group
APG
$17.5B
– –
-6,822
Closed -$298K
VZ icon
88
Verizon
VZ
$209B
– –
-6,671
Closed -$313K
SHYG icon
89
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.7B
– –
-6,487
Closed -$275K
AXP icon
90
American Express
AXP
$227B
– –
-864
Closed -$277K
HD icon
91
Home Depot
HD
$337B
– –
-916
Closed -$298K
XLK icon
92
State Street Technology Select Sector SPDR ETF
XLK
$119B
– –
0
– –
BLK icon
93
Blackrock
BLK
$182B
– –
-268
Closed -$277K
ASYS icon
94
Amtech Systems
ASYS
$249M
– –
0
– –
RCL icon
95
Royal Caribbean
RCL
$78.2B
– –
0
– –
EDV icon
96
Vanguard World Funds Extended Duration ETF
EDV
$3.56B
– –
-3,974
Closed -$254K
AMAT icon
97
Applied Materials
AMAT
$381B
– –
0
– –
NBTB icon
98
NBT Bancorp
NBTB
$2.67B
– –
-4,748
Closed -$217K
ABBV icon
99
AbbVie
ABBV
$470B
– –
0
– –
SCHD icon
100
Schwab US Dividend Equity ETF
SCHD
$112B
– –
0
– –
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.