We are live on ! Find out more
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
Avg Time Held
0 quarters
Top 10 Avg Time Held
–
Top 20 Avg Time Held
–

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 Miscellaneous 48.96%
2 Technology 24.65%
3 Communication Services 5.78%
4 Consumer Discretionary 5.26%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
COP icon
101
ConocoPhillips
COP
$161B
– –
0
– –
2026 Q2
0 quarters
AMP icon
102
Ameriprise Financial
AMP
$44.2B
– –
-491
Closed -$225K –
NFG icon
103
National Fuel Gas
NFG
$7.48B
– –
-2,619
Closed -$217K –
GTO icon
104
Invesco Total Return Bond ETF
GTO
$2.44B
– –
0
– –
2026 Q2
0 quarters
F icon
105
Ford
F
$48.5B
– –
-13,715
Closed -$185K –
BX icon
106
Blackstone
BX
$85.8B
– –
-1,754
Closed -$202K –
B
107
Barrick Mining
B
$67.6B
– –
-55,131
Closed -$2.25M –
ORCL icon
108
Oracle
ORCL
$429B
– –
-1,440
Closed -$212K –
TLT icon
109
iShares 20+ Year Treasury Bond ETF
TLT
$46.7B
– –
-97,625
Closed -$8.46M –
CRWV
110
CoreWeave
CRWV
$45.3B
– –
-4,360
Closed -$338K –
1 2 3 4
5

Similar funds

GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
RWM
Raffa Wealth Management Washington, District of Columbia $793M AUM 13.11% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $794M AUM 25.46% 1-Year Est. Return
GUB
Golden Unicorn BVI Road Town $792M AUM 60.81% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
KAS
Kemnay Advisory Services New York $791M AUM 14.14% 1-Year Est. Return

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 Miscellaneous at 49% of assets, up from 47% a quarter earlier, followed by Technology and Communication Services.

  • 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.