Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $115M | 14.5% |
| Nvidia CorporationCOM | COM | $88.8M | 11.2% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $80.4M | 10.1% |
| iShares TRISHS 1-5YR INVS | ISHS 1-5YR INVS | $62.4M | 7.9% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $41.8M | 5.3% |
| Apple Inc.COM | COM | $38.5M | 4.9% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $38.3M | 4.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $35.8M | 4.5% |
| Amazon Com Inc.COM | COM | $34.1M | 4.3% |
| iShares TRS&P MC 400GR ETF | S&P MC 400GR ETF | $16.8M | 2.1% |
| Eli Lilly & COCOM | COM | $12.5M | 1.6% |
| Goldman Sachs Group Inc.COM | COM | $11.9M | 1.5% |
| GE Vernova Inc.COM | COM | $11.7M | 1.5% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $11.6M | 1.5% |
| Palo Alto Networks Inc.COM | COM | $11.4M | 1.4% |
| Broadcom Inc.COM | COM | $11.2M | 1.4% |
| KLA Corp.COM NEW | COM NEW | $10.9M | 1.4% |
| Boeing COCOM | COM | $9.7M | 1.2% |
| Microsoft Corp.COM | COM | $9.61M | 1.2% |
| Meta Platforms Inc.CL A | CL A | $8.67M | 1.1% |
| Unitedhealth Group Inc.COM | COM | $8.21M | 1.0% |
| Capital One Finl Corp.COM | COM | $7.91M | 1.0% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $7.84M | 1.0% |
| United Rentals Inc.COM | COM | $6.57M | 0.8% |
| JPMORGAN Chase & COCOM | COM | $6.41M | 0.8% |
| Johnson & JohnsonCOM | COM | $6.32M | 0.8% |
| Lowes Cos Inc.COM | COM | $6.15M | 0.8% |
| Mastercard IncorporatedCL A | CL A | $5.86M | 0.7% |
| Costco Wholesale CorporationCOM | COM | $5.76M | 0.7% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $5.6M | 0.7% |
| Trane Technologies PLCSHS | SHS | $4.85M | 0.6% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $4.82M | 0.6% |
| Nextera Energy Inc.COM | COM | $4.54M | 0.6% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $4.22M | 0.5% |
| Lockheed Martin Corp.COM | COM | $4.21M | 0.5% |
| Chevron CorporationCOM | COM | $3.99M | 0.5% |
| Robinhood Mkts Inc.COM CL A | COM CL A | $2.17M | 0.3% |
| Crowdstrike Hldgs Inc.CL A | CL A | $1.92M | 0.2% |
| iShares TRRUS MID CAP ETF | RUS MID CAP ETF | $1.7M | 0.2% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $1.42M | 0.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.29M | 0.2% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $1.08M | 0.1% |
| Corning Inc.COM | COM | $1.07M | 0.1% |
| iShares TREXPANDED TECH | EXPANDED TECH | $1.03M | 0.1% |
| Advanced Micro Devices Inc.COM | COM | $972K | 0.1% |
| Seagate Technology Hldngs PLORD SHS | ORD SHS | $919K | 0.1% |
| Arista Networks Inc.COM SHS | COM SHS | $916K | 0.1% |
| Uber Technologies Inc.COM | COM | $885K | 0.1% |
| Linde PLCSHS | SHS | $837K | 0.1% |
| Quanta Svcs Inc.COM | COM | $810K | 0.1% |
Vanguard Scottsdale FdsINT-TERM CORP$115M
- Class
- INT-TERM CORP
- Share
- 14.5%
Nvidia CorporationCOM$88.8M
- Class
- COM
- Share
- 11.2%
Vanguard Index FdsVALUE ETF$80.4M
- Class
- VALUE ETF
- Share
- 10.1%
iShares TRISHS 1-5YR INVS$62.4M
- Class
- ISHS 1-5YR INVS
- Share
- 7.9%
iShares TRCORE MSCI EAFE$41.8M
- Class
- CORE MSCI EAFE
- Share
- 5.3%
Apple Inc.COM$38.5M
- Class
- COM
- Share
- 4.9%
iShares TRCORE US AGGBD ET$38.3M
- Class
- CORE US AGGBD ET
- Share
- 4.8%
Alphabet Inc.CAP STK CL A$35.8M
- Class
- CAP STK CL A
- Share
- 4.5%
Amazon Com Inc.COM$34.1M
- Class
- COM
- Share
- 4.3%
iShares TRS&P MC 400GR ETF$16.8M
- Class
- S&P MC 400GR ETF
- Share
- 2.1%
Eli Lilly & COCOM$12.5M
- Class
- COM
- Share
- 1.6%
Goldman Sachs Group Inc.COM$11.9M
- Class
- COM
- Share
- 1.5%
GE Vernova Inc.COM$11.7M
- Class
- COM
- Share
- 1.5%
Taiwan Semiconductor ManufacSPONSORED ADS$11.6M
- Class
- SPONSORED ADS
- Share
- 1.5%
Palo Alto Networks Inc.COM$11.4M
- Class
- COM
- Share
- 1.4%
Broadcom Inc.COM$11.2M
- Class
- COM
- Share
- 1.4%
KLA Corp.COM NEW$10.9M
- Class
- COM NEW
- Share
- 1.4%
Boeing COCOM$9.7M
- Class
- COM
- Share
- 1.2%
Microsoft Corp.COM$9.61M
- Class
- COM
- Share
- 1.2%
Meta Platforms Inc.CL A$8.67M
- Class
- CL A
- Share
- 1.1%
Unitedhealth Group Inc.COM$8.21M
- Class
- COM
- Share
- 1.0%
Capital One Finl Corp.COM$7.91M
- Class
- COM
- Share
- 1.0%
iShares TRRUS 1000 GRW ETF$7.84M
- Class
- RUS 1000 GRW ETF
- Share
- 1.0%
United Rentals Inc.COM$6.57M
- Class
- COM
- Share
- 0.8%
JPMORGAN Chase & COCOM$6.41M
- Class
- COM
- Share
- 0.8%
Johnson & JohnsonCOM$6.32M
- Class
- COM
- Share
- 0.8%
Lowes Cos Inc.COM$6.15M
- Class
- COM
- Share
- 0.8%
Mastercard IncorporatedCL A$5.86M
- Class
- CL A
- Share
- 0.7%
Costco Wholesale CorporationCOM$5.76M
- Class
- COM
- Share
- 0.7%
iShares TRRUS 1000 VAL ETF$5.6M
- Class
- RUS 1000 VAL ETF
- Share
- 0.7%
Trane Technologies PLCSHS$4.85M
- Class
- SHS
- Share
- 0.6%
SPDR Series TrustST STR P500GRW$4.82M
- Class
- ST STR P500GRW
- Share
- 0.6%
Nextera Energy Inc.COM$4.54M
- Class
- COM
- Share
- 0.6%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$4.22M
- Class
- VAN FTSE DEV MKT
- Share
- 0.5%
Lockheed Martin Corp.COM$4.21M
- Class
- COM
- Share
- 0.5%
Chevron CorporationCOM$3.99M
- Class
- COM
- Share
- 0.5%
Robinhood Mkts Inc.COM CL A$2.17M
- Class
- COM CL A
- Share
- 0.3%
Crowdstrike Hldgs Inc.CL A$1.92M
- Class
- CL A
- Share
- 0.2%
iShares TRRUS MID CAP ETF$1.7M
- Class
- RUS MID CAP ETF
- Share
- 0.2%
iShares TRRUSSELL 2000 ETF$1.42M
- Class
- RUSSELL 2000 ETF
- Share
- 0.2%
Vanguard Index FdsS&P 500 ETF SHS$1.29M
- Class
- S&P 500 ETF SHS
- Share
- 0.2%
ASML Hldg NVN Y REGISTRY SHS$1.08M
- Class
- N Y REGISTRY SHS
- Share
- 0.1%
Corning Inc.COM$1.07M
- Class
- COM
- Share
- 0.1%
iShares TREXPANDED TECH$1.03M
- Class
- EXPANDED TECH
- Share
- 0.1%
Advanced Micro Devices Inc.COM$972K
- Class
- COM
- Share
- 0.1%
Seagate Technology Hldngs PLORD SHS$919K
- Class
- ORD SHS
- Share
- 0.1%
Arista Networks Inc.COM SHS$916K
- Class
- COM SHS
- Share
- 0.1%
Uber Technologies Inc.COM$885K
- Class
- COM
- Share
- 0.1%
Linde PLCSHS$837K
- Class
- SHS
- Share
- 0.1%
Quanta Svcs Inc.COM$810K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 105 positions by value, with holdings of the same security combined. The 105 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2103405
- File number
- 028-25937
- Options
- 0 call, 0 put
- In the 25 largest
- 88.1%
- Prior quarter
- $689M at 31 March 2026
- Positions opened
- 23
- Positions closed
- 5
Common questions
What are Buffalo Business & Estate Services’ 13F holdings worth?
$793 million across 105 positions for the quarter ended 30 June 2026.
What is Buffalo Business & Estate Services’ largest 13F holding?
VANGUARD SCOTTSDALE FDS (INT-TERM CORP) was the largest position at $115 million, or 14.5% of reported 13F value, as of 30 June 2026.
How concentrated is Buffalo Business & Estate Services’ 13F portfolio?
The ten largest positions accounted for 69.6% of reported value and the twenty-five largest for 88.1%, across 105 positions as of 30 June 2026.
Does Form 13F show everything Buffalo Business & Estate Services manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Buffalo Business & Estate Services file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.