BUFFALO BUSINESS & ESTATE SERVICES LTD
CIK 0002103405
Annualised vol
11.767694%
Beta
0.560899
HHI
648.242388
Top-10 weight
69.628769%
VaR 95%
1.17064%
VaR 99%
2.124134%
Max drawdown
17.451349%
Matched value
46.236466%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| NVDA | REDUCED | 444,013 | 518,114 | -14.3% | 88,842,542 |
| AAPL | REDUCED | 133,081 | 139,489 | -4.59% | 38,508,357 |
| GOOGL | ADDED | 101,135 | 99,295 | 1.85% | 36,138,768 |
| AMZN | REDUCED | 142,885 | 180,350 | -20.77% | 34,055,206 |
| LLY | ADDED | 10,454 | 10,355 | 0.96% | 12,538,630 |
| GS | ADDED | 11,778 | 942 | 1150.32% | 11,911,653 |
| GEV | ADDED | 9,923 | 3,368 | 194.63% | 11,658,173 |
| PANW | REDUCED | 33,497 | 50,032 | -33.05% | 11,423,142 |
| AVGO | REDUCED | 29,650 | 30,718 | -3.48% | 11,200,460 |
| KLAC | ADDED | 36,208 | 3,498 | 935.11% | 10,924,367 |
| BA | ADDED | 44,808 | 39,160 | 14.42% | 9,699,588 |
| MSFT | ADDED | 25,751 | 22,703 | 13.43% | 9,605,811 |
| META | ADDED | 15,390 | 15,054 | 2.23% | 8,668,923 |
| UNH | NEW | 19,750 | - | - | 8,208,869 |
| URI | ADDED | 5,798 | 5,549 | 4.49% | 6,568,956 |
| JPM | ADDED | 19,575 | 18,509 | 5.76% | 6,407,480 |
| JNJ | ADDED | 24,887 | 23,393 | 6.39% | 6,320,454 |
| MA | ADDED | 11,411 | 10,686 | 6.78% | 5,860,632 |
| COST | ADDED | 6,154 | 5,880 | 4.66% | 5,756,441 |
| TT | ADDED | 9,876 | 9,469 | 4.3% | 4,850,743 |
| NEE | ADDED | 51,741 | 45,983 | 12.52% | 4,541,266 |
| LMT | ADDED | 8,265 | 7,717 | 7.1% | 4,210,743 |
| CVX | ADDED | 24,098 | 23,125 | 4.21% | 3,994,517 |
| AMD | REDUCED | 1,673 | 1,685 | -0.71% | 971,862 |
| ANET | REDUCED | 5,393 | 5,551 | -2.85% | 916,163 |
| UBER | REDUCED | 12,264 | 28,663 | -57.21% | 884,970 |
| LIN | NEW | 1,614 | - | - | 837,310 |
| CAT | REDUCED | 756 | 759 | -0.4% | 805,298 |
| NFLX | REDUCED | 10,500 | 241,837 | -95.66% | 749,700 |
| TSLA | UNCHANGED | 1,761 | 1,761 | 0.0% | 740,466 |
| IBIT | REDUCED | 19,664 | 19,713 | -0.25% | 654,615 |
| KEEL | NEW | 109,109 | - | - | 626,286 |
| VRT | NEW | 1,775 | - | - | 594,171 |
| MRVL | NEW | 1,921 | - | - | 572,234 |
| WYFI | REDUCED | 13,758 | 50,519 | -72.77% | 534,498 |
| ALAB | REDUCED | 1,044 | 2,667 | -60.85% | 504,273 |
| PLTR | REDUCED | 4,129 | 6,883 | -40.01% | 481,730 |
| AMGN | REDUCED | 1,181 | 15,053 | -92.15% | 427,615 |
| FORM | NEW | 2,501 | - | - | 399,985 |
| HIMX | NEW | 25,570 | - | - | 392,244 |
| DE | ADDED | 589 | 579 | 1.73% | 373,696 |
| BTDR | NEW | 23,013 | - | - | 365,216 |
| WMT | REDUCED | 3,201 | 4,034 | -20.65% | 362,501 |
| SYK | REDUCED | 974 | 1,624 | -40.02% | 306,579 |
| ISRG | REDUCED | 752 | 2,144 | -64.93% | 299,055 |
| MU | REDUCED | 251 | 2,085 | -87.96% | 289,783 |
| APG | UNCHANGED | 6,822 | 6,822 | 0.0% | 288,891 |
| VZ | REDUCED | 6,664 | 6,671 | -0.1% | 282,159 |
| AXP | REDUCED | 819 | 864 | -5.21% | 277,098 |
| HD | REDUCED | 782 | 916 | -14.63% | 275,865 |
| BLK | ADDED | 270 | 268 | 0.75% | 260,068 |
| NBTB | ADDED | 4,785 | 4,748 | 0.78% | 236,234 |
| ABBV | NEW | 909 | - | - | 228,836 |
| COP | NEW | 2,049 | - | - | 213,052 |
| NFG | ADDED | 2,624 | 2,619 | 0.19% | 202,628 |
| CRWV | CLOSED OUT | 0 | 4,360 | -100.0% | 0 |
| BX | CLOSED OUT | 0 | 1,754 | -100.0% | 0 |
| ORCL | CLOSED OUT | 0 | 1,440 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 115,242,025 | 14.53 | 1394338.0 | |
| NVDA | REDUCED | NVIDIA CORPORATION | COM | 67066G104 | 88,842,542 | 11.21 | 444013.0 |
| - | VANGUARD INDEX FDS | VALUE ETF | 922908744 | 80,350,458 | 10.13 | 368698.0 | |
| - | ISHARES TR | ISHS 1-5YR INVS | 464288646 | 62,416,916 | 7.87 | 1190935.0 | |
| - | ISHARES TR | CORE MSCI EAFE | 46432F842 | 41,780,497 | 5.27 | 432600.0 | |
| AAPL | REDUCED | APPLE INC | COM | 037833100 | 38,508,357 | 4.86 | 133081.0 |
| - | ISHARES TR | CORE US AGGBD ET | 464287226 | 38,271,465 | 4.83 | 386659.0 | |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL A | 02079K305 | 35,783,612 | 4.51 | 100130.0 |
| AMZN | REDUCED | AMAZON COM INC | COM | 023135106 | 34,055,206 | 4.3 | 142885.0 |
| - | ISHARES TR | S&P MC 400GR ETF | 464287606 | 16,816,230 | 2.12 | 143117.0 | |
| LLY | ADDED | ELI LILLY & CO | COM | 532457108 | 12,538,630 | 1.58 | 10454.0 |
| GS | ADDED | GOLDMAN SACHS GROUP INC | COM | 38141G104 | 11,911,653 | 1.5 | 11778.0 |
| GEV | ADDED | GE VERNOVA INC | COM | 36828A101 | 11,658,173 | 1.47 | 9923.0 |
| - | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 11,568,607 | 1.46 | 24224.0 | |
| PANW | REDUCED | PALO ALTO NETWORKS INC | COM | 697435105 | 11,423,142 | 1.44 | 33497.0 |
| AVGO | REDUCED | BROADCOM INC | COM | 11135F101 | 11,200,460 | 1.41 | 29650.0 |
| KLAC | ADDED | KLA CORP | COM NEW | 482480100 | 10,924,367 | 1.38 | 36208.0 |
| BA | ADDED | BOEING CO | COM | 097023105 | 9,699,588 | 1.22 | 44808.0 |
| MSFT | ADDED | MICROSOFT CORP | COM | 594918104 | 9,605,811 | 1.21 | 25751.0 |
| META | ADDED | META PLATFORMS INC | CL A | 30303M102 | 8,668,923 | 1.09 | 15390.0 |
| UNH | NEW | UNITEDHEALTH GROUP INC | COM | 91324P102 | 8,208,869 | 1.04 | 19750.0 |
| - | CAPITAL ONE FINL CORP | COM | 14040H105 | 7,913,194 | 1.0 | 39444.0 | |
| - | ISHARES TR | RUS 1000 GRW ETF | 464287614 | 7,843,324 | 0.99 | 63166.0 | |
| URI | ADDED | UNITED RENTALS INC | COM | 911363109 | 6,568,956 | 0.83 | 5798.0 |
| JPM | ADDED | JPMORGAN CHASE & CO | COM | 46625H100 | 6,407,480 | 0.81 | 19575.0 |
| JNJ | ADDED | JOHNSON & JOHNSON | COM | 478160104 | 6,320,454 | 0.8 | 24887.0 |
| - | LOWES COS INC | COM | 548661107 | 6,151,710 | 0.78 | 27900.0 | |
| MA | ADDED | MASTERCARD INCORPORATED | CL A | 57636Q104 | 5,860,632 | 0.74 | 11411.0 |
| COST | ADDED | COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 5,756,441 | 0.73 | 6154.0 |
| - | ISHARES TR | RUS 1000 VAL ETF | 464287598 | 5,604,948 | 0.71 | 23120.0 | |
| TT | ADDED | TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 4,850,743 | 0.61 | 9876.0 |
| - | SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | 4,815,301 | 0.61 | 40468.0 | |
| NEE | ADDED | NEXTERA ENERGY INC | COM | 65339F101 | 4,541,266 | 0.57 | 51741.0 |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 4,221,317 | 0.53 | 59247.0 | |
| LMT | ADDED | LOCKHEED MARTIN CORP | COM | 539830109 | 4,210,743 | 0.53 | 8265.0 |
| CVX | ADDED | CHEVRON CORPORATION | COM | 166764100 | 3,994,517 | 0.5 | 24098.0 |
| - | ROBINHOOD MKTS INC | COM CL A | 770700102 | 2,171,723 | 0.27 | 21657.0 | |
| - | CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 1,921,603 | 0.24 | 2518.0 | |
| - | ISHARES TR | RUS MID CAP ETF | 464287499 | 1,695,901 | 0.21 | 15373.0 | |
| - | ISHARES TR | RUSSELL 2000 ETF | 464287655 | 1,421,280 | 0.18 | 4731.0 | |
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,292,653 | 0.16 | 1882.0 | |
| - | ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 1,082,255 | 0.14 | 544.0 | |
| - | CORNING INC | COM | 219350105 | 1,074,209 | 0.14 | 4205.0 | |
| - | ISHARES TR | EXPANDED TECH | 464287515 | 1,031,638 | 0.13 | 11387.0 | |
| AMD | REDUCED | ADVANCED MICRO DEVICES INC | COM | 007903107 | 971,862 | 0.12 | 1673.0 |
| - | SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 919,118 | 0.12 | 952.0 | |
| ANET | REDUCED | ARISTA NETWORKS INC | COM SHS | 040413205 | 916,163 | 0.12 | 5393.0 |
| UBER | REDUCED | UBER TECHNOLOGIES INC | COM | 90353T100 | 884,970 | 0.11 | 12264.0 |
| LIN | NEW | LINDE PLC | SHS | G54950103 | 837,310 | 0.11 | 1614.0 |
| - | QUANTA SVCS INC | COM | 74762E102 | 810,243 | 0.1 | 1125.0 | |
| CAT | REDUCED | CATERPILLAR INC | COM | 149123101 | 805,298 | 0.1 | 756.0 |
| NFLX | REDUCED | NETFLIX INC. | COM | 64110L106 | 749,700 | 0.09 | 10500.0 |
| TSLA | UNCHANGED | TESLA INC | COM | 88160R101 | 740,466 | 0.09 | 1761.0 |
| IBIT | REDUCED | ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 654,615 | 0.08 | 19664.0 |
| KEEL | NEW | KEEL INFRASTRUCTURE CORP | COM SHS | 486917107 | 626,286 | 0.08 | 109109.0 |
| VRT | NEW | VERTIV HOLDINGS CO | COM CL A | 92537N108 | 594,171 | 0.07 | 1775.0 |
| MRVL | NEW | MARVELL TECHNOLOGY INC | COM | 573874104 | 572,234 | 0.07 | 1921.0 |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 559,936 | 0.07 | 1119.0 | |
| WYFI | REDUCED | WHITEFIBER INC | SHS | G96115103 | 534,498 | 0.07 | 13758.0 |
| - | MONOLITHIC PWR SYS INC | COM | 609839105 | 532,585 | 0.07 | 385.0 | |
| - | ISHARES TR | NEW YORK MUN ETF | 464288323 | 532,351 | 0.07 | 9876.0 | |
| - | SPDR GOLD TR | GOLD SHS | 78463V107 | 510,206 | 0.06 | 1385.0 | |
| ALAB | REDUCED | ASTERA LABS INC | COM | 04626A103 | 504,273 | 0.06 | 1044.0 |
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 489,933 | 0.06 | 654.0 | |
| PLTR | REDUCED | PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 481,730 | 0.06 | 4129.0 |
| - | KRANESHARES TRUST | GBL HUMANOID ROB | 500767751 | 481,614 | 0.06 | 11684.0 | |
| - | EXXON MOBIL CORP | COM | 30231G102 | 438,242 | 0.06 | 3205.0 | |
| - | GE AEROSPACE | COM NEW | 369604301 | 427,949 | 0.05 | 1145.0 | |
| AMGN | REDUCED | AMGEN INC | COM | 031162100 | 427,615 | 0.05 | 1181.0 |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 421,083 | 0.05 | 2839.0 | |
| - | RAMBUS INC DEL | COM | 750917106 | 418,396 | 0.05 | 3152.0 | |
| FORM | NEW | FORMFACTOR INC | COM | 346375108 | 399,985 | 0.05 | 2501.0 |
| HIMX | NEW | HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 392,244 | 0.05 | 25570.0 |
| - | ISHARES SILVER TR | ISHARES | 46428Q109 | 390,598 | 0.05 | 7305.0 | |
| DE | ADDED | DEERE & CO | COM | 244199105 | 373,696 | 0.05 | 589.0 |
| BTDR | NEW | BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | G11448100 | 365,216 | 0.05 | 23013.0 |
| WMT | REDUCED | WALMART INC | COM | 931142103 | 362,501 | 0.05 | 3201.0 |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL C | 02079K107 | 355,156 | 0.04 | 1005.0 |
| - | INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 354,278 | 0.04 | 481.0 | |
| - | SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | 344,669 | 0.04 | 3890.0 | |
| - | ISHARES TR | CORE S&P MCP ETF | 464287507 | 312,322 | 0.04 | 4050.0 | |
| - | M & T BK CORP | COM | 55261F104 | 311,033 | 0.04 | 1307.0 | |
| SYK | REDUCED | STRYKER CORPORATION | COM | 863667101 | 306,579 | 0.04 | 974.0 |
| ISRG | REDUCED | INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 299,055 | 0.04 | 752.0 |
| - | SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 293,196 | 0.04 | 1716.0 | |
| MU | REDUCED | MICRON TECHNOLOGY INC | COM | 595112103 | 289,783 | 0.04 | 251.0 |
| APG | UNCHANGED | API GROUP CORP | COM STK | 00187Y100 | 288,891 | 0.04 | 6822.0 |
| VZ | REDUCED | VERIZON COMMUNICATIONS INC | COM | 92343V104 | 282,159 | 0.04 | 6664.0 |
| - | ISHARES TR | 0-5YR HI YL CP | 46434V407 | 278,881 | 0.04 | 6576.0 | |
| AXP | REDUCED | AMERICAN EXPRESS CO | COM | 025816109 | 277,098 | 0.03 | 819.0 |
| HD | REDUCED | HOME DEPOT INC | COM | 437076102 | 275,865 | 0.03 | 782.0 |
| - | SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 273,808 | 0.03 | 1437.0 | |
| BLK | ADDED | BLACKROCK INC | COM | 09290D101 | 260,068 | 0.03 | 270.0 |
| - | AMTECH SYS INC | COM PAR $0.01N | 032332504 | 257,873 | 0.03 | 11173.0 | |
| - | ROYAL CARIBBEAN GROUP | COM | V7780T103 | 253,741 | 0.03 | 799.0 | |
| - | VANGUARD WORLD FD | EXTENDED DUR | 921910709 | 248,490 | 0.03 | 3818.0 | |
| - | APPLIED MATLS INC | COM | 038222105 | 248,364 | 0.03 | 344.0 | |
| NBTB | ADDED | NBT BANCORP INC | COM | 628778102 | 236,234 | 0.03 | 4785.0 |
| ABBV | NEW | ABBVIE INC | COM | 00287Y109 | 228,836 | 0.03 | 909.0 |
| - | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 223,714 | 0.03 | 7055.0 | |
| COP | NEW | CONOCOPHILLIPS | COM | 20825C104 | 213,052 | 0.03 | 2049.0 |
| - | AMERIPRISE FINL INC | COM | 03076C106 | 207,984 | 0.03 | 453.0 | |
| NFG | ADDED | NATIONAL FUEL GAS CO | COM | 636180101 | 202,628 | 0.03 | 2624.0 |
| - | INVESCO ACTIVELY MANAGED EXC | TOTAL RETURN | 46090A804 | 202,416 | 0.03 | 4319.0 | |
| - | FORD MTR CO | COM | 345370860 | 191,346 | 0.02 | 13766.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-23 | 792,872,425 | 105 | 11.767694 | 0.560899 | 17.451349 |
| 2026-03-31 | 2026-04-17 | 689,035,739 | 87 | 13.063848 | 0.620105 | 21.038089 |
| 2025-12-31 | 2026-01-21 | 695,955,912 | 101 | 13.344453 | 0.624165 | 21.367373 |