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BBES
Buffalo Business & Estate Services Portfolio holdings
AUM
$793M
This Fund
S&P 500
This Quarter
Est. Return
+2.58%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$696M
AUM Growth
–
Cap. Flow
+$693M
Cap. Flow
% of AUM
99.64%
Top 10 Holdings %
Top 10 Hldgs %
73.49%
Holding
101
New
101
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$136M |
| 2 |
NVIDIA
NVDA
|
+$96M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$70.8M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$44.1M |
| 5 |
Apple
AAPL
|
+$36.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.44% |
| 2 | Communication Services | 8.36% |
| 3 | Consumer Discretionary | 5.4% |
| 4 | Healthcare | 3.55% |
| 5 | Financials | 3.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
| $135M | 19.44% |
+1,615,840
| New | +$136M |
|
|
2
NVIDIA
NVDA
$5.16T
| $96.2M | 13.82% |
+515,628
| New | +$96M |
|
|
3
Vanguard Morningstar Value ETF
VTV
$194B
| $71.9M | 10.33% |
+376,347
| New | +$70.8M |
|
|
4
iShares Core US Aggregate Bond ETF
AGG
$139B
| $43.9M | 6.31% |
+439,337
| New | +$44.1M |
|
|
5
Apple
AAPL
$4.52T
| $37.3M | 5.36% |
+137,217
| New | +$36.8M |
|
6
iShares Core MSCI EAFE ETF
IEFA
$196B
| $33.5M | 4.81% |
+374,102
| New | +$33.1M |
|
7
Alphabet (Google) Class A
GOOGL
$4.24T
| $33.5M | 4.81% |
+106,922
| New | +$30.6M |
|
8
Amazon
AMZN
$2.82T
| $30.6M | 4.39% |
+132,512
| New | +$30.3M |
|
9
Palantir
PLTR
$415B
| $15.3M | 2.2% |
+86,042
| New | +$15.6M |
|
10
Netflix
NFLX
$342B
| $14.1M | 2.03% |
+150,333
| New | +$16.2M |
|
11
Eli Lilly
LLY
$1.1T
| $11.4M | 1.63% |
+10,564
| New | +$10.1M |
|
12
Microsoft
MSFT
$3.65T
| $9.82M | 1.41% |
+20,307
| New | +$10.2M |
|
13
Broadcom
AVGO
$1.7T
| $9.81M | 1.41% |
+28,351
| New | +$10.1M |
|
14
Meta Platforms (Facebook)
META
$1.45T
| $9.05M | 1.3% |
+13,717
| New | +$9.16M |
|
15
TSMC
TSM
$2.16T
| $8.12M | 1.17% |
+26,734
| New | +$7.84M |
|
16
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
| $7.65M | 1.1% |
+78,975
| New | +$7.6M |
|
17
Palo Alto Networks
PANW
$277B
| $7.45M | 1.07% |
+40,454
| New | +$8.16M |
|
18
iShares Russell 1000 Growth ETF
IWF
$125B
| $6.61M | 0.95% |
+55,844
| New | +$6.61M |
|
19
JPMorgan Chase
JPM
$948B
| $5.61M | 0.81% |
+17,396
| New | +$5.39M |
|
20
Costco
COST
$426B
| $5.56M | 0.8% |
+6,450
| New | +$5.84M |
|
21
Amgen
AMGN
$239B
| $5.47M | 0.79% |
+16,716
| New | +$5.3M |
|
22
Mastercard
MA
$525B
| $5.45M | 0.78% |
+9,539
| New | +$5.33M |
|
23
Capital One
COF
$133B
| $5.44M | 0.78% |
+22,448
| New | +$5M |
|
24
Johnson & Johnson
JNJ
$658B
| $5.27M | 0.76% |
+25,447
| New | +$5.03M |
|
25
iShares Russell 1000 Value ETF
IWD
$84.2B
| $5.25M | 0.75% |
+24,953
| New | +$5.15M |
|
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Buffalo Business & Estate Services's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Buffalo Business & Estate Services, which disclosed 101 positions worth $696M. Its ten largest holdings account for 73% of the portfolio.
Its largest position is Vanguard Intermediate-Term Corporate Bond ETF: 1,615,840 shares worth $135M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, followed by Communication Services and Consumer Discretionary.
- Buffalo Business & Estate Services's largest Q4 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 1,615,840 shares worth $135M.
- Buffalo Business & Estate Services's ten largest holdings make up 73% of its $696M portfolio in Q4 2025.
- Buffalo Business & Estate Services disclosed 101 positions in Q4 2025, its first 13F filing on record.
Based on Buffalo Business & Estate Services's 13F filing for Q4 2025, filed 21 Jan 2026.