BUFFALO BUSINESS & ESTATE SERVICES LTD
Reported holdings as of Q2 2026, from 3 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VCIT | $115.2M | 1,394,338 | -5.03pp | 3q | -14.4%-$19.4M | |
| NVIDIA CORPORATION | NVDA | $88.8M | 444,013 | -1.91pp | 3q | -14.3%-$14.8M | |
| VANGUARD INDEX FDS | VTV | $80.4M | 368,698 | +0.51pp | 3q | +9.1%+$6.7M | |
| ISHARES TR | IGSB | $62.4M | 1,190,935 | +7.84pp | 3q | +28618.0%+$62.2M | |
| ISHARES TR | IEFA | $41.8M | 432,600 | -0.62pp | 3q | -3.5%-$1.5M | |
| APPLE INC | AAPL | $38.5M | 133,081 | -0.28pp | 3q | -4.6%-$1.9M | |
| ISHARES TR | AGG | $38.3M | 386,659 | -1.34pp | 3q | -9.6%-$4.1M | |
| ALPHABET INC | GOOGL | $35.8M | 100,130 | +0.41pp | 3q | +1.9%+$671.9K | |
| AMAZON COM INC | AMZN | $34.1M | 142,885 | -1.16pp | 3q | -20.8%-$8.9M | |
| ISHARES TR | IJK | $16.8M | 143,117 | +0.96pp | 3q | +80.3%+$7.5M | |
| ELI LILLY & CO | LLY | $12.5M | 10,454 | +0.20pp | 3q | +1.0%+$118.7K | |
| GOLDMAN SACHS GROUP INC | GS | $11.9M | 11,778 | +1.39pp | 3q | +1150.3%+$11.0M | |
| GE VERNOVA INC | GEV | $11.7M | 9,923 | +1.04pp | 3q | +194.6%+$7.7M | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $11.6M | 24,224 | +0.32pp | 3q | +4.3%+$480.4K | |
| PALO ALTO NETWORKS INC | PANW | $11.4M | 33,497 | +0.28pp | 3q | -33.0%-$5.6M | |
| BROADCOM INC | AVGO | $11.2M | 29,650 | +0.03pp | 3q | -3.5%-$403.4K | |
| KLA CORP | KLAC | $10.9M | 36,208 | +0.63pp | 3q | +935.1%+$9.9M | |
| BOEING CO | BA | $9.7M | 44,808 | +0.09pp | 3q | +14.4%+$1.2M | |
| MICROSOFT CORP | MSFT | $9.6M | 25,751 | -0.01pp | 3q | +13.4%+$1.1M | |
| META PLATFORMS INC | META | $8.7M | 15,390 | -0.16pp | 3q | +2.2%+$189.3K | |
| UNITEDHEALTH GROUP INC | UNH | $8.2M | 19,750 | - | new | NEW | |
| CAPITAL ONE FINL CORP | COF | $7.9M | 39,444 | +0.29pp | 3q | +46.8%+$2.5M | |
| ISHARES TR | IWF | $7.8M | 63,166 | +0.08pp | 3q | +329.8%+$6.0M | |
| UNITED RENTALS INC | URI | $6.6M | 5,798 | +0.24pp | 3q | +4.5%+$282.1K | |
| JPMORGAN CHASE & CO | JPM | $6.4M | 19,575 | +0.02pp | 3q | +5.8%+$348.9K | |
| JOHNSON & JOHNSON | JNJ | $6.3M | 24,887 | -0.03pp | 3q | +6.4%+$379.4K | |
| LOWES COS INC | LOW | $6.2M | 27,900 | +0.04pp | 3q | +30.6%+$1.4M | |
| MASTERCARD INCORPORATED | MA | $5.9M | 11,411 | -0.04pp | 3q | +6.8%+$372.4K | |
| COSTCO WHOLESALE CORPORATION | COST | $5.8M | 6,154 | -0.12pp | 3q | +4.7%+$256.3K | |
| ISHARES TR | IWD | $5.6M | 23,120 | +0.03pp | 3q | +6.1%+$323.9K | |
| TRANE TECHNOLOGIES PLC | TT | $4.9M | 9,876 | +0.04pp | 3q | +4.3%+$199.9K | |
| SPDR SERIES TRUST | SPYG | $4.8M | 40,468 | +0.04pp | 3q | +2.0%+$93.2K | |
| NEXTERA ENERGY INC | NEE | $4.5M | 51,741 | -0.05pp | 3q | +12.5%+$505.4K | |
| VANGUARD TAX-MANAGED FDS | VEA | $4.2M | 59,247 | +0.02pp | 3q | +7.5%+$294.2K | |
| LOCKHEED MARTIN CORP | LMT | $4.2M | 8,265 | -0.15pp | 3q | +7.1%+$279.2K | |
| CHEVRON CORPORATION | CVX | $4.0M | 24,098 | -0.19pp | 3q | +4.2%+$161.3K | |
| ROBINHOOD MKTS INC | HOOD | $2.2M | 21,657 | +0.12pp | 3q | +44.7%+$670.5K | |
| CROWDSTRIKE HLDGS INC | CRWD | $1.9M | 2,518 | +0.09pp | 3q | -4.4%-$87.8K | |
| ISHARES TR | IWR | $1.7M | 15,373 | +0.01pp | 3q | +4.8%+$77.6K | |
| ISHARES TR | IWM | $1.4M | 4,731 | +0.04pp | 3q | +18.9%+$226.2K | |
| VANGUARD INDEX FDS | VOO | $1.3M | 1,882 | +0.07pp | 3q | +78.1%+$566.7K | |
| ASML HLDG NV | ASML | $1.1M | 544 | - | new | NEW | |
| CORNING INC | GLW | $1.1M | 4,205 | +0.03pp | 2q | -24.3%-$345.6K | |
| ISHARES TR | IGV | $1.0M | 11,387 | - | new | NEW | |
| ADVANCED MICRO DEVICES INC | AMD | $971.9K | 1,673 | +0.07pp | 3q | -0.7%-$7.0K | |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | $919.1K | 952 | +0.06pp | 3q | HELD | |
| ARISTA NETWORKS INC | ANET | $916.2K | 5,393 | +0.02pp | 3q | -2.8%-$26.8K | |
| UBER TECHNOLOGIES INC | UBER | $885.0K | 12,264 | -0.19pp | 3q | -57.2%-$1.2M | |
| LINDE PLC | LIN | $837.3K | 1,614 | - | new | NEW | |
| QUANTA SVCS INC | PWR | $810.2K | 1,125 | +0.01pp | 3q | -2.9%-$24.5K | |
| CATERPILLAR INC | CAT | $805.3K | 756 | +0.02pp | 3q | HELD | |
| NETFLIX INC | NFLX | $749.7K | 10,500 | -3.28pp | 3q | -95.7%-$16.5M | |
| TESLA INC | TSLA | $740.5K | 1,761 | flat | 3q | HELD | |
| ISHARES BITCOIN TRUST ETF | IBIT | $654.6K | 19,664 | -0.03pp | 3q | HELD | |
| KEEL INFRASTRUCTURE CORP | KEEL | $626.3K | 109,109 | - | new | NEW | |
| VERTIV HOLDINGS CO | VRT | $594.2K | 1,775 | - | new | NEW | |
| MARVELL TECHNOLOGY INC | MRVL | $572.2K | 1,921 | - | new | NEW | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $559.9K | 1,119 | -0.01pp | 3q | -3.5%-$20.5K | |
| WHITEFIBER INC | WYFI | $534.5K | 13,758 | -0.02pp | 2q | -72.8%-$1.4M | |
| MONOLITHIC PWR SYS INC | MPWR | $532.6K | 385 | flat | 3q | -15.4%-$96.8K | |
| ISHARES TR | NYF | $532.4K | 9,876 | +0.03pp | 2q | +83.9%+$242.9K | |
| SPDR GOLD TR | GLD | $510.2K | 1,385 | flat | 3q | +32.4%+$124.9K | |
| ASTERA LABS INC | ALAB | $504.3K | 1,044 | +0.02pp | 2q | -60.9%-$783.9K | |
| ISHARES TR | IVV | $489.9K | 654 | flat | 3q | +1.4%+$6.7K | |
| PALANTIR TECHNOLOGIES INC | PLTR | $481.7K | 4,129 | -0.09pp | 3q | -40.0%-$321.3K | |
| KRANESHARES TRUST | KOID | $481.6K | 11,684 | - | new | NEW | |
| EXXON MOBIL CORP | XOMXXXX | $438.2K | 3,205 | - | new | NEW | |
| GE AEROSPACE | GE | $427.9K | 1,145 | +0.01pp | 3q | HELD | |
| AMGEN INC | AMGN | $427.6K | 1,181 | -0.71pp | 3q | -92.2%-$5.0M | |
| ISHARES TR | IJR | $421.1K | 2,839 | flat | 3q | HELD | |
| RAMBUS INC DEL | RMBS | $418.4K | 3,152 | - | new | NEW | |
| FORMFACTOR INC | FORM | $400.0K | 2,501 | - | new | NEW | |
| HIMAX TECHNOLOGIES INC | HIMX | $392.2K | 25,570 | - | new | NEW | |
| ISHARES SILVER TR | SLV | $390.6K | 7,305 | -0.02pp | 3q | +1.9%+$7.4K | |
| DEERE & CO | DE | $373.7K | 589 | flat | 3q | +1.7%+$6.3K | |
| BITDEER TECHNOLOGIES GROUP | BTDR | $365.2K | 23,013 | - | new | NEW | |
| WALMART INC | WMT | $362.5K | 3,201 | -0.03pp | 3q | -20.6%-$94.3K | |
| ALPHABET INC | GOOG | $355.2K | 1,005 | flat | 3q | -3.8%-$14.1K | |
| INVESCO QQQ TR | QQQ | $354.3K | 481 | +0.01pp | 3q | +10.6%+$33.9K | |
| SOLSTICE ADVANCED MATLS INC | SOLS | $344.7K | 3,890 | - | new | NEW | |
| ISHARES TR | IJH | $312.3K | 4,050 | flat | 3q | +6.1%+$17.9K | |
| M & T BK CORP | MTB | $311.0K | 1,307 | flat | 3q | HELD | |
| STRYKER CORPORATION | SYK | $306.6K | 974 | -0.04pp | 3q | -40.0%-$204.6K | |
| INTUITIVE SURGICAL INC | ISRG | $299.1K | 752 | -0.11pp | 3q | -64.9%-$553.6K | |
| SPACE EXPLORATION TECHN CORP | SPCX | $293.2K | 1,716 | - | new | NEW | |
| MICRON TECHNOLOGY INC | MU | $289.8K | 251 | -0.07pp | 2q | -88.0%-$2.1M | |
| API GROUP CORP | APG | $288.9K | 6,822 | flat | 3q | HELD | |
| VERIZON COMMUNICATIONS INC | VZ | $282.2K | 6,664 | -0.01pp | 3q | HELD | |
| ISHARES TR | SHYG | $278.9K | 6,576 | flat | 3q | +1.4%+$3.8K | |
| AMERICAN EXPRESS CO | AXP | $277.1K | 819 | flat | 3q | -5.2%-$15.2K | |
| HOME DEPOT INC | HD | $275.9K | 782 | -0.01pp | 3q | -14.6%-$47.3K | |
| SELECT SECTOR SPDR TR | XLK | $273.8K | 1,437 | - | new | NEW | |
| BLACKROCK INC | BLK | $260.1K | 270 | flat | 3q | +0.7%+$1.9K | |
| AMTECH SYS INC | ASYS | $257.9K | 11,173 | - | new | NEW | |
| ROYAL CARIBBEAN GROUP | RCL | $253.7K | 799 | - | new | NEW | |
| VANGUARD WORLD FD | EDV | $248.5K | 3,818 | -0.01pp | 2q | -3.9%-$10.2K | |
| APPLIED MATLS INC | AMAT | $248.4K | 344 | - | new | NEW | |
| NBT BANCORP INC | NBTB | $236.2K | 4,785 | flat | 2q | +0.8%+$1.8K | |
| ABBVIE INC | ABBV | $228.8K | 909 | - | new | NEW | |
| SCHWAB STRATEGIC TR | SCHD | $223.7K | 7,055 | - | new | NEW | |
| CONOCOPHILLIPS | COP | $213.1K | 2,049 | - | new | NEW | |
| AMERIPRISE FINL INC | AMP | $208.0K | 453 | -0.01pp | 3q | -7.7%-$17.4K | |
| NATIONAL FUEL GAS CO | NFG | $202.6K | 2,624 | -0.01pp | 3q | HELD | |
| INVESCO ACTIVELY MANAGED EXC | GTO | $202.4K | 4,319 | - | new | NEW | |
| FORD MTR CO | F | $191.3K | 13,766 | flat | 3q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $128.6M | 16.2% |
| Software & IT Services | $56.8M | 7.2% |
| Computer Hardware | $51.8M | 6.5% |
| Retail & Consumer | $46.6M | 5.9% |
| Biotech & Pharma | $19.5M | 2.5% |
| Banks & Lending | $16.7M | 2.1% |
| Capital Markets | $16.1M | 2.0% |
| Instruments & Controls | $15.8M | 2.0% |
| Autos & Aerospace | $14.8M | 1.9% |
| Business Services | $13.6M | 1.7% |
| Other sectors | $25.6M | 3.2% |
| Not classified | $387.0M | 48.8% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $792.9M | 105 | 23 | 41 | 30 | 5 | 69.6% | 23 |
| Q1 2026 | $689.0M | 87 | 8 | 29 | 41 | 22 | 73.8% | 17 |
| Q4 2025 | $696.0M | 101 | 0 | 0 | 0 | 0 | 73.5% | 21 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.