BUFFALO BUSINESS & ESTATE SERVICES LTD — 13F Holdings & Portfolio
CIK 2103405 · latest 13F-HR filed 2026-04-17
BUFFALO BUSINESS & ESTATE SERVICES LTD manages $689.0M in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VCIT (19.56%), NVDA (13.11%), VTV (9.63%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 22, added to 23, and trimmed 35.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$689.0M
Long-equity book
87
Distinct positions
2026-03-31
Filed 2026-04-17
+8 / −22 / ↑23 / ↓35
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NETFLIX INC.$9.2M +65.0%
- ISHARES TR$7.1M +21.3%
- AMAZON COM INC$7.0M +22.8%
- BOEING CO$6.2M +394.2%
- NEXTERA ENERGY INC$4.1M +1911.1%
Top Trims
- PALANTIR TECHNOLOGIES INC-$14.3M -93.4%
- NVIDIA CORPORATION-$5.8M -6.0%
- VANGUARD INDEX FDS-$5.5M -7.7%
- ALPHABET INC-$5.2M -15.6%
- APPLE INC-$1.9M -5.1%
New Positions
- ISHARES TR$8.5M
- CORNING INC$755.8K
- MICRON TECHNOLOGY INC$704.4K
- WHITEFIBER INC$601.7K
- ASTERA LABS INC$292.3K
Exited Positions
- CONSTELLATION ENERGY CORP$3.9M
- SNOWFLAKE INC$807.9K
- REDDIT INC$412.6K
- INTERNATIONAL BUSINESS MACHS$330.6K
- T-MOBILE US INC$318.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $134.8M | 19.56% | 1,629,062 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $90.4M | 13.11% | 518,114 | SH |
| 3 | VANGUARD INDEX FDS | VTV | 922908744 | $66.3M | 9.63% | 338,073 | SH |
| 4 | ISHARES TR | AGG | 464287226 | $42.5M | 6.16% | 427,728 | SH |
| 5 | ISHARES TR | IEFA | 46432F842 | $40.6M | 5.89% | 448,331 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $37.6M | 5.45% | 180,350 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $35.4M | 5.14% | 139,489 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $28.3M | 4.10% | 98,250 | SH |
| 9 | NETFLIX INC. | NFLX | 64110L106 | $23.3M | 3.37% | 241,837 | SH |
| 10 | ELI LILLY & CO | LLY | 532457108 | $9.5M | 1.38% | 10,355 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $9.5M | 1.38% | 30,718 | SH |
| 12 | META PLATFORMS INC | META | 30303M102 | $8.6M | 1.25% | 15,054 | SH |
| 13 | ISHARES TR | TLT | 464287432 | $8.5M | 1.23% | 97,625 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $8.4M | 1.22% | 22,703 | SH |
| 15 | PALO ALTO NETWORKS INC | PANW | 697435105 | $8.0M | 1.16% | 50,032 | SH |
| 16 | ISHARES TR | IJK | 464287606 | $8.0M | 1.16% | 79,393 | SH |
| 17 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $7.8M | 1.14% | 23,218 | SH |
| 18 | BOEING CO | BA | 097023105 | $7.8M | 1.13% | 39,160 | SH |
| 19 | ISHARES TR | IWF | 464287614 | $6.3M | 0.91% | 14,698 | SH |
| 20 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $5.9M | 0.85% | 5,880 | SH |
| 21 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.7M | 0.83% | 23,393 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.4M | 0.79% | 18,509 | SH |
| 23 | MASTERCARD INCORPORATED | MA | 57636Q104 | $5.3M | 0.77% | 10,686 | SH |
| 24 | AMGEN INC | AMGN | 031162100 | $5.3M | 0.77% | 15,053 | SH |
| 25 | KLA CORP | KLAC | 482480100 | $5.2M | 0.75% | 3,498 | SH |
| 26 | LOWES COS INC | LOW | 548661107 | $5.0M | 0.73% | 21,358 | SH |
| 27 | CAPITAL ONE FINL CORP | COF | 14040H105 | $4.9M | 0.71% | 26,866 | SH |
| 28 | CHEVRON CORPORATION | CVX | 166764100 | $4.8M | 0.69% | 23,125 | SH |
| 29 | LOCKHEED MARTIN CORP | LMT | 539830109 | $4.7M | 0.68% | 7,717 | SH |
| 30 | ISHARES TR | IWD | 464287598 | $4.7M | 0.68% | 21,784 | SH |
| 31 | NEXTERA ENERGY INC | NEE | 65339F101 | $4.3M | 0.62% | 45,983 | SH |
| 32 | UNITED RENTALS INC | URI | 911363109 | $4.0M | 0.59% | 5,549 | SH |
| 33 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $3.9M | 0.57% | 9,469 | SH |
| 34 | SPDR SERIES TRUST | SPYG | 78464A409 | $3.9M | 0.56% | 39,685 | SH |
| 35 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $3.5M | 0.51% | 55,118 | SH |
| 36 | GE VERNOVA INC | GEV | 36828A101 | $2.9M | 0.43% | 3,368 | SH |
| 37 | BARRICK MNG CORP | B | 06849F108 | $2.2M | 0.33% | 55,131 | SH |
| 38 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $2.1M | 0.30% | 28,663 | SH |
| 39 | ISHARES TR | IWR | 464287499 | $1.4M | 0.21% | 14,670 | SH |
| 40 | ROBINHOOD MKTS INC | HOOD | 770700102 | $1.0M | 0.15% | 14,971 | SH |
| 41 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $1.0M | 0.15% | 2,633 | SH |
| 42 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $1.0M | 0.15% | 6,883 | SH |
| 43 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $988.4K | 0.14% | 2,144 | SH |
| 44 | ISHARES TR | IWM | 464287655 | $986.5K | 0.14% | 3,978 | SH |
| 45 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $797.3K | 0.12% | 942 | SH |
| 46 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $757.4K | 0.11% | 19,713 | SH |
| 47 | CORNING INC | GLW | 219350105 | $755.8K | 0.11% | 5,558 | SH |
| 48 | MICRON TECHNOLOGY INC | MU | 595112103 | $704.4K | 0.10% | 2,085 | SH |
| 49 | ARISTA NETWORKS INC | ANET | 040413205 | $681.5K | 0.10% | 5,551 | SH |
| 50 | TESLA INC | TSLA | 88160R101 | $654.5K | 0.09% | 1,761 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $689.0M | 87 | 0002103405-26-000003 |
| 2025-12-31 | 2026-01-21 | $696.0M | 101 | 0002103405-26-000001 |