§ 13F · FUND PROFILE
Buffington Mohr McNeal.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 111Turnover · — · Q1Filed · Apr 28, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2025
FILED APR 28, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | 2.11M | $46.5T | 9.2% | — |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 56K | $31.3T | 6.2% | — |
| 3 | COST | COSTCO WHSL CORP NEW COM | 32K | $30.4T | 6.0% | — |
| 4 | MSFT | MICROSOFT CORP COM | 69K | $25.8T | 5.1% | — |
| 5 | XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 106K | $21.9T | 4.3% | — |
| 6 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 253K | $16.1T | 3.2% | — |
| 7 | JAAA | JANUS HENDERSON AAA CLO ETF | 306K | $15.5T | 3.1% | — |
| 8 | APH | AMPHENOL CORP NEW CL A | 217K | $14.2T | 2.8% | — |
| 9 | IBDW | ISHARES IBONDS 2031 CORP BOND | 674K | $14.0T | 2.8% | — |
| 10 | IBDR | ISHARES IBONDS 2026 CORP BOND | 572K | $13.8T | 2.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BUFFINGTON SIGNAL
AC read
Buffington Mohr McNeal is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed