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Buffalo Business & Estate Services 13F Portfolio

Portfolio Manager
Buffalo Business & Estate Services LTD
Performance
+9.23% (2026 Q2)
AUM (13F)
$792.87M
# of Holdings
105
Performance Rank
N/A
Allocation (Top 20)
83.39%
Latest filing
Q2 2026

Buffalo Business & Estate Services LTD Holdings Map

Top 50 Buffalo Business & Estate Services LTD Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VCIT
VANGUARD SCOTTSDALE FDS
14.53%1.39M$115.2M
-14.41%(-234.72K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.62M shares2026-Q1: 1.63M shares2026-Q2: 1.39M shares
$83.92(-3.31%)
2026-06-30
NVDA
NVIDIA CORPORATION
11.21%444.0K$88.8M
-14.30%(-74.10K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 515.6K shares2026-Q1: 518.1K shares2026-Q2: 444.0K shares
$186.51(+21.21%)
2026-06-30
VTV
VANGUARD INDEX FDS
10.13%368.7K$80.4M
+9.06%(+30.62K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 376.3K shares2026-Q1: 338.1K shares2026-Q2: 368.7K shares
$190.13(+19.66%)
2026-06-30
IGSB
ISHARES TR
7.87%1.19M$62.4M
+28617.99%(+1.19M)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.2K shares2026-Q1: 4.1K shares2026-Q2: 1.19M shares
$52.42(-0.50%)
2026-06-30
IEFA
ISHARES TR
5.27%432.6K$41.8M
-3.51%(-15.73K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 374.1K shares2026-Q1: 448.3K shares2026-Q2: 432.6K shares
$88.65(+14.29%)
2026-06-30
AAPL
APPLE INC
4.86%133.1K$38.5M
-4.59%(-6.41K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 137.2K shares2026-Q1: 139.5K shares2026-Q2: 133.1K shares
$263.24(+16.01%)
2026-06-30
AGG
ISHARES TR
4.83%386.7K$38.3M
-9.60%(-41.07K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 439.3K shares2026-Q1: 427.7K shares2026-Q2: 386.7K shares
$100.06(-2.66%)
2026-06-30
GOOGL
ALPHABET INC
4.51%100.1K$35.8M
+1.91%(+1.88K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 106.9K shares2026-Q1: 98.3K shares2026-Q2: 100.1K shares
$278.73(+23.67%)
2026-06-30
AMZN
AMAZON COM INC
4.3%142.9K$34.1M
-20.77%(-37.47K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 132.5K shares2026-Q1: 180.3K shares2026-Q2: 142.9K shares
$223.70(+17.36%)
2026-06-30
IJK
ISHARES TR
2.12%143.1K$16.8M
+80.26%(+63.72K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 79.0K shares2026-Q1: 79.4K shares2026-Q2: 143.1K shares
$101.28(+17.70%)
2026-06-30

About Buffalo Business & Estate Services LTDโ€™s portfolio

Buffalo Business & Estate Services LTD reports $792.87M in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (14.5%), NVDA (11.2%) and VTV (10.1%). The top 20 holdings account for 83.39% of reported assets. Its disclosed equity book has returned +5.09% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VCIT โ€” 14.9% ($115.24M)NVDA โ€” 11.5% ($88.84M)VTV โ€” 10.4% ($80.35M)IGSB โ€” 8.1% ($62.42M)IEFA โ€” 5.4% ($41.78M)AAPL โ€” 5.0% ($38.51M)AGG โ€” 5.0% ($38.27M)GOOGL โ€” 4.6% ($35.78M)AMZN โ€” 4.4% ($34.06M)IJK โ€” 2.2% ($16.82M)Other โ€” 28.4% ($219.50M)
72%in top 10
  • VCIT14.9%
  • NVDA11.5%
  • VTV10.4%
  • IGSB8.1%
  • IEFA5.4%
  • AAPL5.0%
  • AGG5.0%
  • GOOGL4.6%
  • AMZN4.4%
  • IJK2.2%
  • Other28.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
4
UNHUNITEDHEALTH GROUP INC1.0%
ASMLASML HLDG NV0.1%
IGVISHARES TR0.1%
LINLINDE PLC0.1%
Added to
32
IGSBISHARES TR+28618.0%
GSGOLDMAN SACHS GROUP INC+1150.3%
GEVGE VERNOVA INC+194.6%
IJKISHARES TR+80.3%
+28 more
Trimmed
14
VCITVANGUARD SCOTTSDALE FDS-14.4%
NVDANVIDIA CORPORATION-14.3%
AMZNAMAZON COM INC-20.8%
PANWPALO ALTO NETWORKS INC-33.0%
+10 more

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Source filings

Holdings on this page are parsed from Buffalo Business & Estate Services LTDโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2103405). View Buffalo Business & Estate Services LTDโ€™s 13F filings on SEC

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