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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
VCIT icon
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$135M 19.56%
1,629,062
+13,222
+0.8% +$1.11M
NVDA icon
2
NVIDIA
NVDA
$5.3T
$90.4M 13.11%
518,114
+2,486
+0.5% +$456K
VTV icon
3
Vanguard Morningstar Value ETF
VTV
$191B
$66.3M 9.63%
338,073
-38,274
-10% -$7.66M
AGG icon
4
iShares Core US Aggregate Bond ETF
AGG
$137B
$42.5M 6.16%
427,728
-11,609
-3% -$1.16M
IEFA icon
5
iShares Core MSCI EAFE ETF
IEFA
$194B
$40.6M 5.89%
448,331
+74,229
+20% +$6.93M
AMZN icon
6
Amazon
AMZN
$2.94T
$37.6M 5.45%
180,350
+47,838
+36% +$10.5M
AAPL icon
7
Apple
AAPL
$4.56T
$35.4M 5.14%
139,489
+2,272
+2% +$591K
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.38T
$28.3M 4.1%
98,250
-8,672
-8% -$2.72M
NFLX icon
9
Netflix
NFLX
$307B
$23.3M 3.37%
241,837
+91,504
+61% +$8.06M
LLY icon
10
Eli Lilly
LLY
$1.06T
$9.52M 1.38%
10,355
-209
-2% -$212K
AVGO icon
11
Broadcom
AVGO
$2T
$9.51M 1.38%
30,718
+2,367
+8% +$779K
META icon
12
Meta Platforms (Facebook)
META
$1.5T
$8.61M 1.25%
15,054
+1,337
+10% +$857K
TLT icon
13
iShares 20+ Year Treasury Bond ETF
TLT
$41.6B
$8.46M 1.23%
+97,625
New +$8.58M
MSFT icon
14
Microsoft
MSFT
$3.71T
$8.4M 1.22%
22,703
+2,396
+12% +$1M
PANW icon
15
Palo Alto Networks
PANW
$293B
$8.02M 1.16%
50,032
+9,578
+24% +$1.61M
IJK icon
16
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
$7.99M 1.16%
79,393
+418
+0.5% +$42.9K
TSM icon
17
TSMC
TSM
$2.17T
$7.85M 1.14%
23,218
-3,516
-13% -$1.21M
BA icon
18
Boeing
BA
$184B
$7.79M 1.13%
39,160
+31,897
+439% +$7.26M
IWF icon
19
iShares Russell 1000 Growth ETF
IWF
$127B
$6.27M 0.91%
58,792
+2,948
+5% +$335K
COST icon
20
Costco
COST
$421B
$5.86M 0.85%
5,880
-570
-9% -$555K
JNJ icon
21
Johnson & Johnson
JNJ
$619B
$5.72M 0.83%
23,393
-2,054
-8% -$478K
JPM icon
22
JPMorgan Chase
JPM
$947B
$5.44M 0.79%
18,509
+1,113
+6% +$338K
MA icon
23
Mastercard
MA
$505B
$5.34M 0.77%
10,686
+1,147
+12% +$604K
AMGN icon
24
Amgen
AMGN
$219B
$5.3M 0.77%
15,053
-1,663
-10% -$593K
KLAC icon
25
KLA
KLAC
$252B
$5.15M 0.75%
34,980
-6,120
-15% -$895K
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.