BUFFALO BUSINESS & ESTATE SERVICES LTD
Sector Allocation
- Other48.7%$386.4M
- Technology30.7%$243.4M
- Consumer Discretionary5.2%$41.4M
- Financials5.0%$39.4M
- Industrials4.4%$35.1M
- Healthcare3.6%$28.7M
- Consumer Staples0.8%$6.1M
- Energy0.6%$4.8M
- Utilities0.6%$4.5M
- Materials0.2%$1.9M
AUM History
13fpro.ai/research/fund/buffalo-business-and-estate-services-ltd-2103405
Conviction and streaks
Diversifying · top 10 = 69.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$115.2M
NVDA
$88.8M- VANGUARD$80.4M
- ISHARES$62.4M
- ISHARES$41.8M
AAPL
$38.5M- ISHARES$38.3M
GOOGL
$35.8MAMZN
$34.1M- ISHARES$16.8M
LLY
$12.5MGS
$11.9MGEV
$11.7MTSM
$11.6MPANW
$11.4MAVGO
$11.2MKLAC
$10.9MBA
$9.7MMSFT
$9.6MMETA
$8.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/buffalo-business-and-estate-services-ltd-2103405
BUFFALO BUSINESS & ESTATE SERVICES LTD 13F holdings — Q2 2026
$792.9M portfolio (+15.1% QoQ) · 105 holdings · Q2 2026 13F · top 10 are 70% of the stock portfolio
- 1
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$115.2M
14.5% of stocks
-14%This quarter—Since filed—HeldAIQuality—Est. buy— $88.8M
11.2% of stocks
-14%This quarter+3.5%Since filed3+ qtrsHeld- 3
VANGUARD INDEX FDS - VALUE ETF
$80.4M
10.1% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - ISHS 1-5YR INVS
$62.4M
7.9% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 5
ISHARES TR - CORE MSCI EAFE
$41.8M
5.3% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— $38.5M
4.9% of stocks
-5%This quarter+6.9%Since filed3+ qtrsHeld- 7
ISHARES TR - CORE US AGGBD ET
$38.3M
4.8% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— $35.8M
4.5% of stocks
+2%This quarter-1.3%Since filed3+ qtrsHeld$34.1M
4.3% of stocks
-21%This quarter+6.6%Since filed3+ qtrsHeld- 10
ISHARES TR - S&P MC 400GR ETF
$16.8M
2.1% of stocks
+80%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $115.2M | 14.5% | -14% | — | — | — | — | |
| 2 | $88.8M | 11.2% | -14% | +3.5% | 3+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD INDEX FDS - VALUE ETF | $80.4M | 10.1% | +9% | — | — | — | — | |
| 4 | ISHARES TR - ISHS 1-5YR INVS | $62.4M | 7.9% | New | — | New this quarter | — | — | |
| 5 | ISHARES TR - CORE MSCI EAFE | $41.8M | 5.3% | -4% | — | — | — | — | |
| 6 | $38.5M | 4.9% | -5% | +6.9% | 3+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | ISHARES TR - CORE US AGGBD ET | $38.3M | 4.8% | -10% | — | — | — | — | |
| 8 | $35.8M | 4.5% | +2% | -1.3% | 3+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $34.1M | 4.3% | -21% | +6.6% | 3+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR - S&P MC 400GR ETF | $16.8M | 2.1% | +80% | — | — | — | — |
All holdings — BUFFALO BUSINESS & ESTATE SERVICES LTD (Q2 2026)
105 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ELI LILLY & Co | Healthcare | $12.5M | 1.6% | 10K | +1.0% | 3+ qtrs | 85.7 | 13F | |
| 12 | GOLDMAN SACHS GROUP INC | Financials | $11.9M | 1.5% | 12K | +1150% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | GE Vernova Inc. | Industrials | $11.7M | 1.5% | 9,923 | +195% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $11.6M | 1.5% | 24K | +4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Palo Alto Networks Inc | Technology | $11.4M | 1.4% | 33K | -33% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Broadcom Inc. | Technology | $11.2M | 1.4% | 30K | -3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | KLA CORP | Technology | $10.9M | 1.4% | 36K | +935% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BOEING CO | Industrials | $9.7M | 1.2% | 45K | +14% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MICROSOFT CORP | Technology | $9.6M | 1.2% | 26K | +13% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Meta Platforms, Inc. | Technology | $8.7M | 1.1% | 15K | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | UNITEDHEALTH GROUP INC | Healthcare | $8.2M | 1.0% | 20K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | CAPITAL ONE FINANCIAL CORP | Financials | $7.9M | 1.0% | 39K | +47% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $7.8M | 1.0% | 63K | +330% | — | — | 13F |
| 24 | UNITED RENTALS, INC. | Industrials | $6.6M | 0.8% | 5,798 | +4% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JPMORGAN CHASE & CO | Financials | $6.4M | 0.8% | 20K | +6% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $JNJ | JOHNSON & JOHNSON | Healthcare | $6.3M | 0.8% | 25K | +6% | |||
| 27 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $6.2M | 0.8% | 28K | +31% | |||
| 28 | $MA | Mastercard Inc | Financials | $5.9M | 0.7% | 11K | +7% | |||
| 29 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.8M | 0.7% | 6,154 | +5% | |||
| 30 | — | ISHARES TR - RUS 1000 VAL ETF | — | $5.6M | 0.7% | 23K | +6% | |||
| 31 | $TT | Trane Technologies plc | Technology | $4.9M | 0.6% | 9,876 | +4% | |||
| 32 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $4.8M | 0.6% | 40K | +2% | |||
| 33 | $NEE | NEXTERA ENERGY INC | Utilities | $4.5M | 0.6% | 52K | +13% | |||
| 34 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $4.2M | 0.5% | 59K | +7% | |||
| 35 | $LMT | LOCKHEED MARTIN CORP | Industrials | $4.2M | 0.5% | 8,265 | +7% | |||
| 36 | $CVX | CHEVRON CORP | Energy | $4.0M | 0.5% | 24K | +4% | |||
| 37 | $HOOD | Robinhood Markets, Inc. | Financials | $2.2M | 0.3% | 22K | +45% | |||
| 38 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.9M | 0.2% | 2,518 | -4% | |||
| 39 | — | ISHARES TR - RUS MID CAP ETF | — | $1.7M | 0.2% | 15K | +5% | |||
| 40 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.4M | 0.2% | 4,731 | +19% | |||
| 41 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.3M | 0.2% | 1,882 | +78% | |||
| 42 | $ASML | ASML HOLDING NV | Technology | $1.1M | 0.1% | 544 | New | |||
| 43 | $GLW | CORNING INC /NY | Materials | $1.1M | 0.1% | 4,205 | -24% | |||
| 44 | — | ISHARES TR - EXPANDED TECH | — | $1.0M | 0.1% | 11K | New | |||
| 45 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $972K | 0.1% | 1,673 | -0.7% | |||
| 46 | $STX | Seagate Technology Holdings plc | Technology | $919K | 0.1% | 952 | +0.4% | |||
| 47 | $ANET | Arista Networks, Inc. | Technology | $916K | 0.1% | 5,393 | -3% | |||
| 48 | $UBER | Uber Technologies, Inc | Technology | $885K | 0.1% | 12K | -57% | |||
| 49 | $LIN | LINDE PLC | Materials | $837K | 0.1% | 1,614 | New | |||
| 50 | $PWR | QUANTA SERVICES, INC. | Industrials | $810K | 0.1% | 1,125 | -3% | |||
| 51 | $CAT | CATERPILLAR INC | Industrials | $805K | 0.1% | 756 | -0.4% | |||
| 52 | $NFLX | NETFLIX INC | Communication Services | $750K | 0.1% | 11K | -96% | |||
| 53 | $TSLA | Tesla, Inc. | Consumer Discretionary | $740K | 0.1% | 1,761 | — | |||
| 54 | $IBIT | iShares Bitcoin Trust ETF | Financials | $655K | 0.1% | 20K | -0.2% | |||
| 55 | $KEEL | Keel Infrastructure Corp. | Financials | $626K | 0.1% | 109K | New | |||
| 56 | $VRT | Vertiv Holdings Co | Technology | $594K | 0.1% | 1,775 | New | |||
| 57 | $MRVL | Marvell Technology, Inc. | Technology | $572K | 0.1% | 1,921 | New | |||
| 58 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $560K | 0.1% | 1,119 | -4% | |||
| 59 | $WYFI | WhiteFiber, Inc. | Financials | $534K | 0.1% | 14K | -73% | |||
| 60 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $533K | 0.1% | 385 | -15% | |||
| 61 | — | ISHARES TR - NEW YORK MUN ETF | — | $532K | 0.1% | 9,876 | +84% | |||
| 62 | $GLD | SPDR GOLD TRUST | Financials | $510K | 0.1% | 1,385 | +32% | |||
| 63 | $ALAB | Astera Labs, Inc. | Technology | $504K | 0.1% | 1,044 | -61% | |||
| 64 | — | ISHARES TR - CORE S&P500 ETF | — | $490K | 0.1% | 654 | +1% | |||
| 65 | $PLTR | Palantir Technologies Inc. | Technology | $482K | 0.1% | 4,129 | -40% | |||
| 66 | — | KRANESHARES TRUST - GBL HUMANOID ROB | — | $482K | 0.1% | 12K | New | |||
| 67 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $438K | 0.1% | 3,205 | New | |||
| 68 | $GE | GENERAL ELECTRIC CO | Industrials | $428K | 0.1% | 1,145 | +0.4% | |||
| 69 | $AMGN | AMGEN INC | Healthcare | $428K | 0.1% | 1,181 | -92% | |||
| 70 | — | ISHARES TR - CORE S&P SCP ETF | — | $421K | 0.1% | 2,839 | +0.2% | |||
| 71 | $RMBS | RAMBUS INC | Technology | $418K | 0.1% | 3,152 | New | |||
| 72 | $FORM | FORMFACTOR INC | Technology | $400K | 0.1% | 2,501 | New | |||
| 73 | $HIMX | Himax Technologies, Inc. | Technology | $392K | 0.1% | 26K | New | |||
| 74 | $SLV | iShares Silver Trust | Financials | $391K | 0.1% | 7,305 | +2% | |||
| 75 | $DE | DEERE & CO | Industrials | $374K | 0.1% | 589 | +2% | |||
| 76 | $BTDR | Bitdeer Technologies Group | Financials | $365K | 0.1% | 23K | New | |||
| 77 | $WMT | Walmart Inc. | Consumer Staples | $363K | 0.1% | 3,201 | -21% | |||
| 78 | $GOOG | Alphabet Inc. | Technology | $355K | 0.0% | 1,005 | -4% | |||
| 79 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $354K | 0.0% | 481 | +11% | |||
| 80 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $345K | 0.0% | 3,890 | New | |||
| 81 | — | ISHARES TR - CORE S&P MCP ETF | — | $312K | 0.0% | 4,050 | +6% | |||
| 82 | $MTB | M&T BANK CORP | Financials | $311K | 0.0% | 1,307 | +0.2% | |||
| 83 | $SYK | STRYKER CORP | Healthcare | $307K | 0.0% | 974 | -40% | |||
| 84 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $299K | 0.0% | 752 | -65% | |||
| 85 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $293K | 0.0% | 1,716 | New | |||
| 86 | $MU | MICRON TECHNOLOGY INC | Technology | $290K | 0.0% | 251 | -88% | |||
| 87 | $APG | APi Group Corp | Industrials | $289K | 0.0% | 6,822 | — | |||
| 88 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $282K | 0.0% | 6,664 | -0.1% | |||
| 89 | — | ISHARES TR - 0-5YR HI YL CP | — | $279K | 0.0% | 6,576 | +1% | |||
| 90 | $AXP | AMERICAN EXPRESS CO | Financials | $277K | 0.0% | 819 | -5% | |||
| 91 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $276K | 0.0% | 782 | -15% | |||
| 92 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $274K | 0.0% | 1,437 | New | |||
| 93 | $BLK | BlackRock, Inc. | Financials | $260K | 0.0% | 270 | +0.7% | |||
| 94 | $ASYS | AMTECH SYSTEMS INC | Technology | $258K | 0.0% | 11K | New | |||
| 95 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $254K | 0.0% | 799 | New | |||
| 96 | — | VANGUARD WORLD FD - EXTENDED DUR | — | $248K | 0.0% | 3,818 | -4% | |||
| 97 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $248K | 0.0% | 344 | New | |||
| 98 | $NBTB | NBT BANCORP INC | Financials | $236K | 0.0% | 4,785 | +0.8% | |||
| 99 | $ABBV | AbbVie Inc. | Healthcare | $229K | 0.0% | 909 | New | |||
| 100 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $224K | 0.0% | 7,055 | New | |||
| 101 | $COP | CONOCOPHILLIPS | Energy | $213K | 0.0% | 2,049 | New | |||
| 102 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $208K | 0.0% | 453 | -8% | |||
| 103 | $NFG | NATIONAL FUEL GAS CO | Energy | $203K | 0.0% | 2,624 | +0.2% | |||
| 104 | $IVZ | Invesco Ltd. | Financials | $202K | 0.0% | 4,319 | New | |||
| 105 | $F | FORD MOTOR CO | Consumer Discretionary | $191K | 0.0% | 14K | +0.4% |
What changed in Q2 2026
Against the previous quarter's 13F: 23 new, 47 added to, 33 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (23)
$UNHUNITEDHEALTH GROUP INC$8.2M
first bought this quarter
$ASMLASML HOLDING NV$1.1M
first bought this quarter
- ISHARES TR - EXPANDED TECH$1.0M
first bought this quarter
$LINLINDE PLC$837K
first bought this quarter
$KEELKeel Infrastructure Corp.$626K
first bought this quarter
$VRTVertiv Holdings Co$594K
first bought this quarter
+17 more in the Excel export
Added to (47)
now $11.9M · held 3+ qtrs, 2 adds in a row
now $10.9M · held 3+ qtrs
now $11.7M · held 3+ qtrs, 2 adds in a row
- ISHARES TR - S&P MC 400GR ETF+80%
now $16.8M
- VANGUARD INDEX FDS - VALUE ETF+9%
now $80.4M
- ISHARES TR - RUS 1000 GRW ETF+330%
now $7.8M
+41 more in the Excel export
Trimmed (33)
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP-14%
now $115.2M
$NFLXNETFLIX INC-96%
now $750K · held 3+ qtrs
now $88.8M · held 3+ qtrs
now $34.1M · held 3+ qtrs
now $11.4M · held 3+ qtrs
$AMGNAMGEN INC-92%
now $428K · held 3+ qtrs, 2 trims in a row
+27 more in the Excel export
Holdings by quarter
Every 13F BUFFALO BUSINESS & ESTATE SERVICES LTD has filed, 2 earlier quarters. Pick one to see what it held then.
Is it too late to follow BUFFALO BUSINESS & ESTATE SERVICES LTD?
Q2 2026 13F filed with the SEC on Jul 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BUFFALO BUSINESS & ESTATE SERVICES LTD's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.0%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter
Top 10 weight
70%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BUFFALO BUSINESS & ESTATE SERVICES LTD disclosed 105 positions worth $792.9M in its Form 13F-HR for Q2 2026, followed by $NVDA. During the quarter the fund opened 23 new positions and exited 5 — including a new stake in $UNH. The portfolio is most concentrated in Other (48.7% of disclosed assets). All figures are sourced directly from BUFFALO BUSINESS & ESTATE SERVICES LTD’s Form 13F-HR filing with the SEC under CIK 2103405.
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