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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
AXP icon
76
American Express
AXP
$232B
$261K 0.04%
864
-279
-24% -$93.5K
EDV icon
77
Vanguard World Funds Extended Duration ETF
EDV
$3.46B
$258K 0.04%
+3,974
New +$263K
BLK icon
78
Blackrock
BLK
$180B
$258K 0.04%
268
-57
-18% -$60K
IJH icon
79
iShares Core S&P Mid-Cap ETF
IJH
$128B
$258K 0.04%
3,818
-220
-5% -$15.3K
QQQ icon
80
Invesco QQQ Trust
QQQ
$481B
$251K 0.04%
435
+1
+0.2% +$608
NFG icon
81
National Fuel Gas
NFG
$7.77B
$246K 0.04%
2,619
+56
+2% +$4.89K
AMP icon
82
Ameriprise Financial
AMP
$49.9B
$218K 0.03%
491
-249
-34% -$120K
IGSB icon
83
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$218K 0.03%
4,147
-17
-0.4% -$899
ORCL icon
84
Oracle
ORCL
$442B
$212K 0.03%
1,440
-585
-29% -$95.1K
NBTB icon
85
NBT Bancorp
NBTB
$2.78B
$202K 0.03%
+4,748
New +$206K
BX icon
86
Blackstone
BX
$110B
$202K 0.03%
1,754
-700
-29% -$91.1K
F icon
87
Ford
F
$55.1B
$158K 0.02%
13,715
+1,483
+12% +$19.5K
ABBV icon
88
AbbVie
ABBV
$440B
– –
-1,100
Closed -$251K
ABT icon
89
Abbott
ABT
$192B
– –
-2,236
Closed -$280K
BLV icon
90
Vanguard Long-Term Bond ETF
BLV
$5.7B
– –
-4,152
Closed -$289K
CEG icon
91
Constellation Energy
CEG
$98.7B
– –
-11,154
Closed -$3.94M
CMG icon
92
Chipotle Mexican Grill
CMG
$41.3B
– –
-8,533
Closed -$316K
CSX icon
93
CSX Corp
CSX
$92.8B
– –
-7,260
Closed -$263K
DIS icon
94
Walt Disney
DIS
$178B
– –
-1,997
Closed -$227K
DKS icon
95
Dick's Sporting Goods
DKS
$18.1B
– –
-1,086
Closed -$215K
GTO icon
96
Invesco Total Return Bond ETF
GTO
$2.47B
– –
-4,221
Closed -$200K
IBM icon
97
IBM
IBM
$222B
– –
-1,116
Closed -$331K
KIM icon
98
Kimco Realty
KIM
$16.2B
– –
-10,710
Closed -$217K
MRVL icon
99
Marvell Technology
MRVL
$195B
– –
-3,426
Closed -$291K
NOW icon
100
ServiceNow
NOW
$129B
– –
-1,665
Closed -$255K
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.