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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
PEP icon
101
PepsiCo
PEP
$189B
– –
-1,761
Closed -$253K
PG icon
102
Procter & Gamble
PG
$335B
– –
-1,565
Closed -$224K
SNOW icon
103
Snowflake
SNOW
$115B
– –
-3,683
Closed -$808K
SO icon
104
Southern Company
SO
$106B
– –
-3,096
Closed -$270K
TIP icon
105
iShares TIPS Bond ETF
TIP
$14.7B
– –
-2,573
Closed -$283K
TMUS icon
106
T-Mobile US
TMUS
$190B
– –
-1,569
Closed -$319K
TOST icon
107
Toast
TOST
$19.7B
– –
-8,121
Closed -$288K
XLK icon
108
State Street Technology Select Sector SPDR ETF
XLK
$124B
– –
-1,435
Closed -$207K
RDDT icon
109
Reddit
RDDT
$29.5B
– –
-1,795
Closed -$413K
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.