BUFFALO BUSINESS & ESTATE SERVICES LTD — 13F Holdings & Portfolio
CIK 2103405 · latest 13F-HR filed 2026-07-23
BUFFALO BUSINESS & ESTATE SERVICES LTD manages $792.9M in 13F-reported U.S. long-equity assets across 105 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VCIT (14.53%), NVDA (11.21%), VTV (10.13%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 5, added to 53, and trimmed 19.
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.
ORCHARD PARK, NY 14127
$792.9M
Long-equity book
105
Distinct positions
2026-06-30
Filed 2026-07-23
+23 / −5 / ↑53 / ↓19
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$62.2M +28534.9%
- VANGUARD INDEX FDS$14.0M +21.1%
- GOLDMAN SACHS GROUP INC$11.1M +1394.0%
- ISHARES TR$8.8M +110.5%
- GE VERNOVA INC$8.7M +296.5%
Top Trims
- NETFLIX INC.-$22.5M -96.8%
- VANGUARD SCOTTSDALE FDS-$19.6M -14.5%
- AMGEN INC-$4.9M -91.9%
- ISHARES TR-$4.2M -9.9%
- AMAZON COM INC-$3.5M -9.3%
New Positions
- UNITEDHEALTH GROUP INC$8.2M
- ASML HLDG NV$1.1M
- ISHARES TR$1.0M
- LINDE PLC$837.3K
- KEEL INFRASTRUCTURE CORP$626.3K
Exited Positions
- ISHARES TR$8.5M
- BARRICK MNG CORP$2.2M
- COREWEAVE INC$337.8K
- ORACLE CORP$211.9K
- BLACKSTONE INC$201.7K
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 | $115.2M | 14.53% | 1,394,338 | PRN |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $88.8M | 11.21% | 444,013 | PRN |
| 3 | VANGUARD INDEX FDS | VTV | 922908744 | $80.4M | 10.13% | 368,698 | PRN |
| 4 | ISHARES TR | IGSB | 464288646 | $62.4M | 7.87% | 1,190,935 | PRN |
| 5 | ISHARES TR | IEFA | 46432F842 | $41.8M | 5.27% | 432,600 | PRN |
| 6 | APPLE INC | AAPL | 037833100 | $38.5M | 4.86% | 133,081 | PRN |
| 7 | ISHARES TR | AGG | 464287226 | $38.3M | 4.83% | 386,659 | PRN |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $35.8M | 4.51% | 100,130 | PRN |
| 9 | AMAZON COM INC | AMZN | 023135106 | $34.1M | 4.30% | 142,885 | PRN |
| 10 | ISHARES TR | IJK | 464287606 | $16.8M | 2.12% | 143,117 | PRN |
| 11 | ELI LILLY & CO | LLY | 532457108 | $12.5M | 1.58% | 10,454 | PRN |
| 12 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $11.9M | 1.50% | 11,778 | PRN |
| 13 | GE VERNOVA INC | GEV | 36828A101 | $11.7M | 1.47% | 9,923 | PRN |
| 14 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $11.6M | 1.46% | 24,224 | PRN |
| 15 | PALO ALTO NETWORKS INC | PANW | 697435105 | $11.4M | 1.44% | 33,497 | PRN |
| 16 | BROADCOM INC | AVGO | 11135F101 | $11.2M | 1.41% | 29,650 | PRN |
| 17 | KLA CORP | KLAC | 482480100 | $10.9M | 1.38% | 36,208 | PRN |
| 18 | BOEING CO | BA | 097023105 | $9.7M | 1.22% | 44,808 | PRN |
| 19 | MICROSOFT CORP | MSFT | 594918104 | $9.6M | 1.21% | 25,751 | PRN |
| 20 | META PLATFORMS INC | META | 30303M102 | $8.7M | 1.09% | 15,390 | PRN |
| 21 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $8.2M | 1.04% | 19,750 | PRN |
| 22 | CAPITAL ONE FINL CORP | COF | 14040H105 | $7.9M | 1.00% | 39,444 | PRN |
| 23 | ISHARES TR | IWF | 464287614 | $7.8M | 0.99% | 63,166 | PRN |
| 24 | UNITED RENTALS INC | URI | 911363109 | $6.6M | 0.83% | 5,798 | PRN |
| 25 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.4M | 0.81% | 19,575 | PRN |
| 26 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.3M | 0.80% | 24,887 | PRN |
| 27 | LOWES COS INC | LOW | 548661107 | $6.2M | 0.78% | 27,900 | PRN |
| 28 | MASTERCARD INCORPORATED | MA | 57636Q104 | $5.9M | 0.74% | 11,411 | PRN |
| 29 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $5.8M | 0.73% | 6,154 | PRN |
| 30 | ISHARES TR | IWD | 464287598 | $5.6M | 0.71% | 23,120 | PRN |
| 31 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $4.9M | 0.61% | 9,876 | PRN |
| 32 | SPDR SERIES TRUST | SPYG | 78464A409 | $4.8M | 0.61% | 40,468 | PRN |
| 33 | NEXTERA ENERGY INC | NEE | 65339F101 | $4.5M | 0.57% | 51,741 | PRN |
| 34 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $4.2M | 0.53% | 59,247 | PRN |
| 35 | LOCKHEED MARTIN CORP | LMT | 539830109 | $4.2M | 0.53% | 8,265 | PRN |
| 36 | CHEVRON CORPORATION | CVX | 166764100 | $4.0M | 0.50% | 24,098 | PRN |
| 37 | ROBINHOOD MKTS INC | HOOD | 770700102 | $2.2M | 0.27% | 21,657 | PRN |
| 38 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $1.9M | 0.24% | 2,518 | PRN |
| 39 | ISHARES TR | IWR | 464287499 | $1.7M | 0.21% | 15,373 | PRN |
| 40 | ISHARES TR | IWM | 464287655 | $1.4M | 0.18% | 4,731 | PRN |
| 41 | VANGUARD INDEX FDS | VOO | 922908363 | $1.3M | 0.16% | 1,882 | PRN |
| 42 | ASML HLDG NV | ASML | N07059210 | $1.1M | 0.14% | 544 | PRN |
| 43 | CORNING INC | GLW | 219350105 | $1.1M | 0.14% | 4,205 | PRN |
| 44 | ISHARES TR | IGV | 464287515 | $1.0M | 0.13% | 11,387 | PRN |
| 45 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $971.9K | 0.12% | 1,673 | PRN |
| 46 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $919.1K | 0.12% | 952 | PRN |
| 47 | ARISTA NETWORKS INC | ANET | 040413205 | $916.2K | 0.12% | 5,393 | PRN |
| 48 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $885.0K | 0.11% | 12,264 | PRN |
| 49 | LINDE PLC | LIN | G54950103 | $837.3K | 0.11% | 1,614 | PRN |
| 50 | QUANTA SVCS INC | PWR | 74762E102 | $810.2K | 0.10% | 1,125 | PRN |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-23 | $792.9M | 105 | 0002103405-26-000004 |
| 2026-03-31 | 2026-04-17 | $689.0M | 87 | 0002103405-26-000003 |
| 2025-12-31 | 2026-01-21 | $696.0M | 101 | 0002103405-26-000001 |