Buffington-Mohr-Mcneal

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "PPBI",
  "APD",
  "ARWR",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "STEW",
  null,
  "CCI",
  null,
  null,
  "HON",
  "HD",
  "UNP",
  "IDA",
  "EMR",
  null,
  "IJH",
  null,
  "MSFT",
  "MS",
  "ANSS",
  "IJR",
  "KKR",
  null,
  "PEP",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PRU",
  "PFE",
  "MRK",
  "VZ",
  "SPGI",
  null,
  "SCHX",
  "O",
  "RTX",
  "GLD",
  "RSG",
  "IBM",
  "TXN",
  "TMO",
  "TJX",
  "UL",
  null,
  "EW",
  "VRSK",
  "APH",
  "AMD",
  "FI",
  "AJG",
  "ECPG",
  "AMZN",
  null,
  null,
  "VGT",
  "USB",
  null,
  "VOO",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "MTB",
  "NXPI",
  "FDX",
  "AME",
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CARR",
  "CVX",
  "CHD",
  "KO",
  "COST",
  "DHR",
  "RSP",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PH",
  "XLK",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 111
Total Value: 507037610
Accession Number: 0001317829-25-000002
Form Type: 13F-HR
CIK: buffington-mohr-mcneal
Manager Name: Buffington-Mohr-Mcneal

Data Enrichment

84% identified

93 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

111 positions • $507.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMETEK INC/

AME|031100100

Shares:56.6K

Value:$9.7M

% of Portfolio:1.9% ($9.7M/$507.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:68.9K

Value:$9.1M

% of Portfolio:1.8% ($9.1M/$507.0M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:35.3K

Value:$8.5M

% of Portfolio:1.7% ($8.5M/$507.0M)

ECOLAB INC.

ECL|278865100

Shares:32.6K

Value:$8.3M

% of Portfolio:1.6% ($8.3M/$507.0M)

Alphabet Inc.

GOOG|02079K107

Shares:46.4K

Value:$7.2M

% of Portfolio:1.4% ($7.2M/$507.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:171.5K

Value:$7.2M

% of Portfolio:1.4% ($7.2M/$507.0M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:24.1K

Value:$7.1M

% of Portfolio:1.4% ($7.1M/$507.0M)

S&P Global Inc.

SPGI|78409V104

Shares:12.3K

Value:$6.2M

% of Portfolio:1.2% ($6.2M/$507.0M)

Broadcom Inc.

AVGO|11135F101

Shares:34.8K

Value:$5.8M

% of Portfolio:1.1% ($5.8M/$507.0M)

46434VBD1

Shares:226.4K

Value:$5.7M

% of Portfolio:1.1% ($5.7M/$507.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:61.5K

Value:$5.5M

% of Portfolio:1.1% ($5.5M/$507.0M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:46.3K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$507.0M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:47.0K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$507.0M)

46435UAA9

Shares:164.7K

Value:$4.0M

% of Portfolio:0.8% ($4.0M/$507.0M)

FISERV INC

FI|337738108

Shares:17.8K

Value:$3.9M

% of Portfolio:0.8% ($3.9M/$507.0M)

46137V357

RSP|46137V357

Shares:21.6K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$507.0M)

Parker-Hannifin Corp

PH|701094104

Shares:5.8K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$507.0M)

464288646

Shares:59.2K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$507.0M)

IDACORP INC

IDA|451107106

Shares:21.9K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$507.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.6K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$507.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMETEK INC/(AMEcusip031100100)	56.6K	QoQ -10.67% (-6.8K) YoY -10.28% (-6.5K)	All Managers (Combined)	$9.7M	1.9% ($9.7M/$507.0M)	QoQ -14.69% (-$1.7M) YoY -15.56% (-$1.8M)
ABBOTT LABORATORIES(ABTcusip002824100)	68.9K	QoQ -3.87% (-2.8K) YoY -26.09% (-24.3K)	All Managers (Combined)	$9.1M	1.8% ($9.1M/$507.0M)	QoQ +12.73% (-$1.0M) YoY -13.74% (-$1.5M)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	35.3K	QoQ -15.67% (-6.6K) YoY +6.82% (+2.3K)	All Managers (Combined)	$8.5M	1.7% ($8.5M/$507.0M)	QoQ +1.49% (-$126.1K) YoY +35.13% (+$2.2M)
ECOLAB INC.(ECLcusip278865100)	32.6K	QoQ -4.84% (-1.7K) YoY +2.54% (+808)	All Managers (Combined)	$8.3M	1.6% ($8.3M/$507.0M)	QoQ +2.95% (-$236.8K) YoY +12.59% (+$923.4K)
Alphabet Inc.(GOOGcusip02079K107)	46.4K	QoQ -15.92% (-8.8K) YoY +21.28% (+8.1K)	All Managers (Combined)	$7.2M	1.4% ($7.2M/$507.0M)	QoQ -31.02% (-$3.3M) YoY +24.44% (+$1.4M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	171.5K	QoQ -13.17% (-26.0K) YoY +0.72% (+1.2K)	All Managers (Combined)	$7.2M	1.4% ($7.2M/$507.0M)	QoQ -17.56% (-$1.5M) YoY +10.84% (+$700.1K)
Air Products & Chemicals, Inc.(APDcusip009158106)	24.1K	QoQ -19.57% (-5.9K) YoY -22.51% (-7.0K)	All Managers (Combined)	$7.1M	1.4% ($7.1M/$507.0M)	QoQ -18.21% (-$1.6M) YoY -5.67% (-$428.2K)
S&P Global Inc.(SPGIcusip78409V104)	12.3K	QoQ -6.61% (-869) YoY -23.36% (-3.7K)	All Managers (Combined)	$6.2M	1.2% ($6.2M/$507.0M)	QoQ -4.72% (-$309.5K) YoY -8.47% (-$577.9K)
Broadcom Inc.(AVGOcusip11135F101)	34.8K	QoQ -2.89% (-1.0K) YoY +2153.92% (+33.2K)	All Managers (Combined)	$5.8M	1.1% ($5.8M/$507.0M)	QoQ -29.87% (-$2.5M) YoY +184.72% (+$3.8M)
(cusip46434VBD1)✕	226.4K	QoQ -7.64% (-18.7K) YoY -56.12% (-289.7K)	All Managers (Combined)	$5.7M	1.1% ($5.7M/$507.0M)	QoQ -7.27% (-$446.7K) YoY -55.52% (-$7.1M)
Merck & Co., Inc.(MRKcusip58933Y105)	61.5K	QoQ -21.67% (-17.0K) YoY -25.66% (-21.2K)	All Managers (Combined)	$5.5M	1.1% ($5.5M/$507.0M)	QoQ -29.32% (-$2.3M) YoY -49.43% (-$5.4M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	46.3K	QoQ -24.66% (-15.2K) YoY -17.75% (-10.0K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$507.0M)	QoQ -35.92% (-$2.7M) YoY -53.18% (-$5.4M)
MICRON TECHNOLOGY INC(MUcusip595112103)	47.0K	QoQ +2.02% (+933) YoY +3.61% (-1.6K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$507.0M)	QoQ +5.33% (+$206.7K) YoY -23.63% (-$1.3M)
(cusip46435UAA9)✕	164.7K	QoQ +108.05% (+85.5K) YoY +845.34% (+147.3K)	All Managers (Combined)	$4.0M	0.8% ($4.0M/$507.0M)	QoQ +109.96% (+$2.1M) YoY +860.43% (+$3.6M)
FISERV INC(FIcusip337738108)	17.8K	QoQ -41.28% (-12.5K) YoY -50.20% (-17.9K)	All Managers (Combined)	$3.9M	0.8% ($3.9M/$507.0M)	QoQ -36.88% (-$2.3M) YoY -31.20% (-$1.8M)
(RSPcusip46137V357)	21.6K	QoQ -27.82% (-8.3K) YoY -42.95% (-16.3K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$507.0M)	QoQ -28.64% (-$1.5M) YoY -41.65% (-$2.7M)
Parker-Hannifin Corp(PHcusip701094104)	5.8K	QoQ -11.08% (-717) YoY NEW(+5.8K)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$507.0M)	QoQ -15.02% (-$618.1K) YoY NEW(+$3.5M)
(cusip464288646)✕	59.2K	QoQ -8.61% (-5.6K) YoY -26.08% (-20.9K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$507.0M)	QoQ -7.43% (-$249.2K) YoY -24.51% (-$1.0M)
IDACORP INC(IDAcusip451107106)	21.9K	QoQ +344.44% (+16.9K) YoY +291.74% (+16.3K)	All Managers (Combined)	$2.5M	0.5% ($2.5M/$507.0M)	QoQ +372.66% (+$2.0M) YoY +390.13% (+$2.0M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.6K	QoQ -7.47% (-368) YoY +2.84% (+126)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$507.0M)	QoQ +8.70% (-$194.1K) YoY +30.25% (+$563.0K)