Buffalo Business & Estate Services
ORCHARD PARK, NYfiles as BUFFALO BUSINESS & ESTATE SERVICES LTD
$689m in 87 US stocks at the end of 31 March 2026. The top 10 are 73.8% of the money. It changed about 7.6% of the portfolio this quarter.
Value
$689m
Stocks
87
Top 10 share
73.8%
Turnover
7.6%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRTLT1.2% of the fund
- CorningGLW0.1% of the fund
- Micron TechnologyMU0.1% of the fund
- WhiteFiberWYFI<0.1% of the fund
- Astera LabsALAB<0.1% of the fund
- Ishares TRNYF<0.1% of the fund
- Vanguard World FDEDV<0.1% of the fund
- NBT BancorpNBTB<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIEFA5.9% of the fund+20%
- Amazon.comAMZN5.5% of the fund+36%
- NetflixNFLX3.4% of the fund+61%
- BroadcomAVGO1.4% of the fund+8%
- Meta PlatformsMETA1.3% of the fund+10%
- MicrosoftMSFT1.2% of the fund+12%
- Palo Alto NetworksPANW1.2% of the fund+24%
- BoeingBA1.1% of the fund+439%
- Ishares TRIWF0.9% of the fund+5%
- JPMorgan ChaseJPM0.8% of the fund+6%
- MastercardMA0.8% of the fund+12%
- Capital One FinancialCOF0.7% of the fund+20%
- NextEra EnergyNEE0.6% of the fund+1638%
- Vanguard Tax-Managed FDSVEA0.5% of the fund+34%
- GE VernovaGEV0.4% of the fund+2%
- Ishares TRIWR0.2% of the fund+3%
- Robinhood MarketsHOOD0.2% of the fund+13%
- Ishares TRIWM0.1% of the fund+8%
- Goldman Sachs GroupGS0.1% of the fund+12%
- WalmartWMT<0.1% of the fund+8%
- Ishares Silver TRSLV<0.1% of the fund+38%
- AlphabetGOOG<0.1% of the fund+7%
- National Fuel GasNFG<0.1% of the fund+2%
- Ford MotorF<0.1% of the fund+12%
Cut
Sold some of their stake.
- Vanguard Index FDSVTV9.6% of the fund-10%
- Ishares TRAGG6.2% of the fund-3%
- AlphabetGOOGL4.1% of the fund-8%
- Taiwan Semiconductor ManufacturingTSM1.1% of the fund-13%
- Costco WholesaleCOST0.9% of the fund-9%
- Johnson & JohnsonJNJ0.8% of the fund-8%
- AmgenAMGN0.8% of the fund-10%
- KLAKLAC0.7% of the fund-15%
- ChevronCVX0.7% of the fund-14%
- Lockheed MartinLMT0.7% of the fund-21%
- Ishares TRIWD0.7% of the fund-13%
- United RentalsURI0.6% of the fund-3%
- Trane TechnologiesTT0.6% of the fund-15%
- Barrick MiningB0.3% of the fund-11%
- CrowdStrike HoldingsCRWD0.1% of the fund-33%
- Palantir TechnologiesPLTR0.1% of the fund-92%
- Intuitive SurgicalISRG0.1% of the fund-11%
- Arista NetworksANET<0.1% of the fund-12%
- Quanta ServicesPWR<0.1% of the fund-15%
- Vanguard Index FDSVOO<0.1% of the fund-40%
- Berkshire HathawayBRK-B<0.1% of the fund-9%
- StrykerSYK<0.1% of the fund-20%
- Monolithic Power SystemsMPWR<0.1% of the fund-16%
- Ishares TRIVV<0.1% of the fund-6%
- Seagate Technology HoldingsSTX<0.1% of the fund-7%
Sold out
Sold their entire stake.
- Constellation EnergyCEG-100%
- SnowflakeSNOW-100%
- RedditRDDT-100%
- International Business MachinesIBM-100%
- T-Mobile USTMUS-100%
- Chipotle Mexican GrillCMG-100%
- Marvell TechnologyMRVL-100%
- Vanguard BD Index FDSBLV-100%
- ToastTOST-100%
- Ishares TRTIP-100%
- Abbott LaboratoriesABT-100%
- Southern CompanySO-100%
- CSXCSX-100%
- ServiceNowNOW-100%
- PepsiCoPEP-100%
- AbbVieABBV-100%
- Walt DisneyDIS-100%
- Procter & GamblePG-100%
- Kimco RealtyKIM-100%
- Dick's Sporting GoodsDKS-100%
- Select Sector Spdr TRXLK-100%
- Invesco Actively Managed EXCGTO-100%
Holdings
- Vanguard Scottsdale FDSVCIT
- Share
- 19.6%
- Value
- $135m
- Shares
- 1,629,062
Held
- Vanguard Index FDSVTV
- Share
- 9.6%
- Value
- $66m
- Shares
- 338,073
-10%
- Ishares TRAGG
- Share
- 6.2%
- Value
- $42m
- Shares
- 427,728
-3%
- Ishares TRIEFA
- Share
- 5.9%
- Value
- $41m
- Shares
- 448,331
+20%
- Ishares TRTLT
- Share
- 1.2%
- Value
- $8m
- Shares
- 97,625
New
- Ishares TRIJK
- Share
- 1.2%
- Value
- $8m
- Shares
- 79,393
Held
- Ishares TRIWF
- Share
- 0.9%
- Value
- $6m
- Shares
- 14,698
+5%
- Ishares TRIWD
- Share
- 0.7%
- Value
- $5m
- Shares
- 21,784
-13%
- Spdr Series TrustSPYG
- Share
- 0.6%
- Value
- $4m
- Shares
- 39,685
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.5%
- Value
- $4m
- Shares
- 55,118
+34%
- Barrick MiningB
- Share
- 0.3%
- Value
- $2m
- Shares
- 55,131
-11%
- Ishares TRIWR
- Share
- 0.2%
- Value
- $1m
- Shares
- 14,670
+3%
- Ishares TRIWM
- Share
- 0.1%
- Value
- $986,466
- Shares
- 3,978
+8%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.1%
- Value
- $757,373
- Shares
- 19,713
Held
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $631,364
- Shares
- 1,057
-40%
- Ishares Silver TRSLV
- Share
- <0.1%
- Value
- $488,359
- Shares
- 7,167
+38%
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $450,083
- Shares
- 1,046
Held
- Ishares TRIVV
- Share
- <0.1%
- Value
- $421,074
- Shares
- 645
-6%
- Ishares TRIJR
- Share
- <0.1%
- Value
- $352,136
- Shares
- 2,833
Held
- Ishares TRNYF
- Share
- <0.1%
- Value
- $285,213
- Shares
- 5,369
New
- Ishares TRSHYG
- Share
- <0.1%
- Value
- $274,459
- Shares
- 6,487
Held
- Vanguard World FDEDV
- Share
- <0.1%
- Value
- $258,111
- Shares
- 3,974
New
- Ishares TRIJH
- Share
- <0.1%
- Value
- $257,833
- Shares
- 3,818
-5%
- Invesco QQQ TRQQQ
- Share
- <0.1%
- Value
- $250,836
- Shares
- 435
Held
- Ishares TRIGSB
- Share
- <0.1%
- Value
- $217,975
- Shares
- 4,147
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVCIT | 19.6% | $135m | 1,629,062 | Held |
| NvidiaNVDA | 13.1% | $90m | 518,114 | Held |
| Vanguard Index FDSVTV | 9.6% | $66m | 338,073 | -10% |
| Ishares TRAGG | 6.2% | $42m | 427,728 | -3% |
| Ishares TRIEFA | 5.9% | $41m | 448,331 | +20% |
| Amazon.comAMZN | 5.5% | $38m | 180,350 | +36% |
| AppleAAPL | 5.1% | $35m | 139,489 | Held |
| AlphabetGOOGL | 4.1% | $28m | 98,250 | -8% |
| NetflixNFLX | 3.4% | $23m | 241,837 | +61% |
| Eli LillyLLY | 1.4% | $10m | 10,355 | Held |
| BroadcomAVGO | 1.4% | $10m | 30,718 | +8% |
| Meta PlatformsMETA | 1.3% | $9m | 15,054 | +10% |
| Ishares TRTLT | 1.2% | $8m | 97,625 | New |
| MicrosoftMSFT | 1.2% | $8m | 22,703 | +12% |
| Palo Alto NetworksPANW | 1.2% | $8m | 50,032 | +24% |
| Ishares TRIJK | 1.2% | $8m | 79,393 | Held |
| Taiwan Semiconductor ManufacturingTSM | 1.1% | $8m | 23,218 | -13% |
| BoeingBA | 1.1% | $8m | 39,160 | +439% |
| Ishares TRIWF | 0.9% | $6m | 14,698 | +5% |
| Costco WholesaleCOST | 0.9% | $6m | 5,880 | -9% |
| Johnson & JohnsonJNJ | 0.8% | $6m | 23,393 | -8% |
| JPMorgan ChaseJPM | 0.8% | $5m | 18,509 | +6% |
| MastercardMA | 0.8% | $5m | 10,686 | +12% |
| AmgenAMGN | 0.8% | $5m | 15,053 | -10% |
| KLAKLAC | 0.7% | $5m | 3,498 | -15% |
| Lowe's CompaniesLOW | 0.7% | $5m | 21,358 | Held |
| Capital One FinancialCOF | 0.7% | $5m | 26,866 | +20% |
| ChevronCVX | 0.7% | $5m | 23,125 | -14% |
| Lockheed MartinLMT | 0.7% | $5m | 7,717 | -21% |
| Ishares TRIWD | 0.7% | $5m | 21,784 | -13% |
| NextEra EnergyNEE | 0.6% | $4m | 45,983 | +1638% |
| United RentalsURI | 0.6% | $4m | 5,549 | -3% |
| Trane TechnologiesTT | 0.6% | $4m | 9,469 | -15% |
| Spdr Series TrustSPYG | 0.6% | $4m | 39,685 | Held |
| Vanguard Tax-Managed FDSVEA | 0.5% | $4m | 55,118 | +34% |
| GE VernovaGEV | 0.4% | $3m | 3,368 | +2% |
| Barrick MiningB | 0.3% | $2m | 55,131 | -11% |
| Uber TechnologiesUBER | 0.3% | $2m | 28,663 | Held |
| Ishares TRIWR | 0.2% | $1m | 14,670 | +3% |
| Robinhood MarketsHOOD | 0.2% | $1m | 14,971 | +13% |
| CrowdStrike HoldingsCRWD | 0.1% | $1m | 2,633 | -33% |
| Palantir TechnologiesPLTR | 0.1% | $1m | 6,883 | -92% |
| Intuitive SurgicalISRG | 0.1% | $988,363 | 2,144 | -11% |
| Ishares TRIWM | 0.1% | $986,466 | 3,978 | +8% |
| Goldman Sachs GroupGS | 0.1% | $797,303 | 942 | +12% |
| Ishares Bitcoin Trust ETFIBIT | 0.1% | $757,373 | 19,713 | Held |
| CorningGLW | 0.1% | $755,770 | 5,558 | New |
| Micron TechnologyMU | 0.1% | $704,387 | 2,085 | New |
| Arista NetworksANET | <0.1% | $681,490 | 5,551 | -12% |
| TeslaTSLA | <0.1% | $654,466 | 1,761 | Held |
| Quanta ServicesPWR | <0.1% | $636,104 | 1,159 | -15% |
| Vanguard Index FDSVOO | <0.1% | $631,364 | 1,057 | -40% |
| WhiteFiberWYFI | <0.1% | $601,681 | 50,519 | New |
| Berkshire HathawayBRK-B | <0.1% | $555,872 | 1,160 | -9% |
| CaterpillarCAT | <0.1% | $537,933 | 759 | Held |
| StrykerSYK | <0.1% | $533,710 | 1,624 | -20% |
| WalmartWMT | <0.1% | $501,343 | 4,034 | +8% |
| Monolithic Power SystemsMPWR | <0.1% | $497,074 | 455 | -16% |
| Ishares Silver TRSLV | <0.1% | $488,359 | 7,167 | +38% |
| Spdr Gold TRGLD | <0.1% | $450,083 | 1,046 | Held |
| Ishares TRIVV | <0.1% | $421,074 | 645 | -6% |
| Seagate Technology HoldingsSTX | <0.1% | $371,411 | 948 | -7% |
| Ishares TRIJR | <0.1% | $352,136 | 2,833 | Held |
| Advanced Micro DevicesAMD | <0.1% | $342,780 | 1,685 | -6% |
| CoreWeaveCRWV | <0.1% | $337,769 | 4,360 | -35% |
| Verizon CommunicationsVZ | <0.1% | $334,895 | 6,671 | -5% |
| DeereDE | <0.1% | $326,346 | 579 | -6% |
| General ElectricGE | <0.1% | $323,525 | 1,140 | Held |
| Home DepotHD | <0.1% | $301,211 | 916 | -5% |
| AlphabetGOOG | <0.1% | $299,755 | 1,045 | +7% |
| Astera LabsALAB | <0.1% | $292,303 | 2,667 | New |
| Ishares TRNYF | <0.1% | $285,213 | 5,369 | New |
| APi GroupAPG | <0.1% | $276,407 | 6,822 | Held |
| Ishares TRSHYG | <0.1% | $274,459 | 6,487 | Held |
| M&T BankMTB | <0.1% | $269,857 | 1,305 | Held |
| American ExpressAXP | <0.1% | $261,391 | 864 | -24% |
| Vanguard World FDEDV | <0.1% | $258,111 | 3,974 | New |
| BlackRockBLK | <0.1% | $257,845 | 268 | -18% |
| Ishares TRIJH | <0.1% | $257,833 | 3,818 | -5% |
| Invesco QQQ TRQQQ | <0.1% | $250,836 | 435 | Held |
| National Fuel GasNFG | <0.1% | $246,085 | 2,619 | +2% |
| Ameriprise FinancialAMP | <0.1% | $218,410 | 491 | -34% |
| Ishares TRIGSB | <0.1% | $217,975 | 4,147 | Held |
| OracleORCL | <0.1% | $211,859 | 1,440 | -29% |
| NBT BancorpNBTB | <0.1% | $202,188 | 4,748 | New |
| BlackstoneBX | <0.1% | $201,726 | 1,754 | -29% |
| Ford MotorF | <0.1% | $158,268 | 13,715 | +12% |
Over time and by industry
Value over time
Mar '26
Value is down 1.0% since 31 December 2025.
Where the money is
Technology24.8%
Media & telecom8.8%
Retail & consumer6.3%
Industrials4.0%
Health care3.2%
Financial services2.9%
Everyday goods0.9%
Energy0.7%
Utilities0.7%
Materials0.3%
Other47.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.