StockDriftsStockDriftsTop 50 Buffington Mohr Mcneal Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 9.17% | 2.11M | $46.5M | -0.09%(-1.79K) | — | 2025-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 6.17% | 55.6K | $31.3M | +6.75%(+3.52K) | — | 2025-03-31 | |
| COST | COSTCO WHSL CORP NEW COM | 6% | 32.2K | $30.4M | -8.13%(-2.85K) | — | 2025-03-31 | |
| MSFT | MICROSOFT CORP COM | 5.09% | 68.8K | $25.8M | -8.72%(-6.57K) | — | 2025-03-31 | |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 4.33% | 106.3K | $21.9M | -0.47%(-501) | — | 2025-03-31 | |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 3.18% | 253.1K | $16.1M | -7.98%(-21.97K) | — | 2025-03-31 | |
| JAAA | JANUS HENDERSON AAA CLO ETF | 3.06% | 306.3K | $15.5M | -0.72%(-2.22K) | — | 2025-03-31 | |
| APH | AMPHENOL CORP NEW CL A | 2.81% | 216.9K | $14.2M | -13.64%(-34.27K) | — | 2025-03-31 | |
| IBDW | ISHARES IBONDS 2031 CORP BOND | 2.76% | 674.0K | $14.0M | +1.85%(+12.23K) | — | 2025-03-31 | |
| IBDR | ISHARES IBONDS 2026 CORP BOND | 2.73% | 571.7K | $13.8M | -4.18%(-24.92K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Buffington Mohr Mcneal reports $507.04M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (9.2%), IVV (6.2%) and COST (6.0%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Buffington Mohr Mcneal’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1317829). View Buffington Mohr Mcneal’s 13F filings on SEC