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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464287507

IJH|464287507

Shares:41.1K

Value:$2.4M

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

Alphabet Inc.

GOOGL|02079K305

Shares:14.1K

Value:$2.2M

% of Portfolio:0.4% ($2.2M/$507.0M)

922908363

VOO|922908363

Shares:4.0K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$507.0M)

HOME DEPOT, INC.

HD|437076102

Shares:5.7K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$507.0M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:26.6K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$507.0M)

316092808

Shares:9.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$507.0M)

US BANCORP \DE\

USB|902973304

Shares:28.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$507.0M)

46435U515

Shares:47.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$507.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$507.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:5.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$507.0M)

MORGAN STANLEY

MS|617446448

Shares:8.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$507.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.5K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$507.0M)

ANSYS INC

ANSS|03662Q105

Shares:3.1K

Value:$989.3K

% of Portfolio:0.2% ($989.3K/$507.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:8.1K

Value:$988.7K

% of Portfolio:0.2% ($988.7K/$507.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:3.8K

Value:$899.4K

% of Portfolio:0.2% ($899.4K/$507.0M)

RTX Corp

RTX|75513E101

Shares:6.6K

Value:$879.5K

% of Portfolio:0.2% ($879.5K/$507.0M)

Eaton Corp plc

ETN|G29183103

Shares:3.1K

Value:$851.6K

% of Portfolio:0.2% ($851.6K/$507.0M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:13.2K

Value:$836.9K

% of Portfolio:0.2% ($836.9K/$507.0M)

NVIDIA CORP

NVDA|67066G104

Shares:7.5K

Value:$809.7K

% of Portfolio:0.2% ($809.7K/$507.0M)

FEDEX CORP

FDX|31428X106

Shares:3.2K

Value:$790.3K

% of Portfolio:0.2% ($790.3K/$507.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	41.1K	QoQ +6.67% (-2.6K) YoY -12.19% (-5.7K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$507.0M)	QoQ -0.10% (-$2.6K) YoY -15.64% (-$444.6K)
Alphabet Inc.(GOOGLcusip02079K305)	14.1K	QoQ -10.53% (-1.7K) YoY -33.05% (-7.0K)	All Managers (Combined)	$2.2M	0.4% ($2.2M/$507.0M)	QoQ -26.91% (-$803.1K) YoY -31.41% (-$998.5K)
(VOOcusip922908363)	4.0K	QoQ -2.62% (-109) YoY +5.21% (+200)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$507.0M)	QoQ -7.12% (-$159.1K) YoY +12.48% (+$230.3K)
HOME DEPOT, INC.(HDcusip437076102)	5.7K	QoQ -54.49% (-6.8K) YoY -52.44% (-6.2K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$507.0M)	QoQ -57.13% (-$2.8M) YoY -54.56% (-$2.5M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	26.6K	QoQ +16.70% (+3.8K) YoY +16.80% (+3.8K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$507.0M)	QoQ +19.28% (+$308.8K) YoY +44.67% (+$589.9K)
(cusip316092808)✕	9.2K	QoQ -1.75% (-165) YoY -6.13% (-604)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$507.0M)	QoQ -14.30% (-$248.6K) YoY -2.86% (-$44.0K)
US BANCORP \DE\(USBcusip902973304)	28.8K	QoQ -10.62% (-3.4K) YoY -10.75% (-3.5K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$507.0M)	QoQ -21.11% (-$325.0K) YoY -15.70% (-$226.3K)
(cusip46435U515)✕	47.0K	QoQ +237.03% (+33.1K) YoY NEW(+47.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$507.0M)	QoQ +241.90% (+$839.9K) YoY NEW(+$1.2M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$507.0M)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	5.0K	QoQ -51.80% (-5.3K) YoY -90.14% (-45.4K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$507.0M)	QoQ -54.81% (-$1.3M) YoY -89.83% (-$9.3M)
MORGAN STANLEY(MScusip617446448)	8.8K	QoQ -23.38% (-2.7K) YoY -22.94% (-2.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$507.0M)	QoQ -28.89% (-$415.6K) YoY -4.52% (-$48.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	8.5K	QoQ +2.06% (+173) YoY +32.26% (+2.1K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$507.0M)	QoQ +12.84% (+$115.6K) YoY +35.32% (+$265.1K)
ANSYS INC(ANSScusip03662Q105)	3.1K	QoQ 0.00% (-0) YoY +35.86% (+825)	All Managers (Combined)	$989.3K	0.2% ($989.3K/$507.0M)	QoQ -6.15% (-$64.9K) YoY +23.89% (+$190.8K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	8.1K	QoQ -1.92% (-159) YoY +4.26% (+332)	All Managers (Combined)	$988.7K	0.2% ($988.7K/$507.0M)	QoQ -1.11% (-$11.2K) YoY +25.21% (+$199.1K)
UNION PACIFIC CORP(UNPcusip907818108)	3.8K	QoQ -0.41% (-16) YoY +13.50% (+453)	All Managers (Combined)	$899.4K	0.2% ($899.4K/$507.0M)	QoQ +3.16% (-$27.6K) YoY +9.03% (+$74.5K)
RTX Corp(RTXcusip75513E101)	6.6K	QoQ -51.48% (-7.0K) YoY -58.53% (-9.4K)	All Managers (Combined)	$879.5K	0.2% ($879.5K/$507.0M)	QoQ -44.46% (-$704.2K) YoY -43.68% (-$682.3K)
Eaton Corp plc(ETNcusipG29183103)	3.1K	QoQ -15.80% (-588) YoY +10.98% (-310)	All Managers (Combined)	$851.6K	0.2% ($851.6K/$507.0M)	QoQ -31.03% (-$383.2K) YoY -3.51% (-$31.1K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	13.2K	QoQ -8.39% (-1.2K) YoY -23.90% (-4.1K)	All Managers (Combined)	$836.9K	0.2% ($836.9K/$507.0M)	QoQ -14.91% (-$146.7K) YoY -17.00% (-$171.4K)
NVIDIA CORP(NVDAcusip67066G104)	7.5K	QoQ -3.76% (-292) YoY +797.95% (+6.6K)	All Managers (Combined)	$809.7K	0.2% ($809.7K/$507.0M)	QoQ -22.32% (-$232.8K) YoY +7.69% (+$57.8K)
FEDEX CORP(FDXcusip31428X106)	3.2K	QoQ -0.61% (-20) YoY -0.61% (-20)	All Managers (Combined)	$790.3K	0.2% ($790.3K/$507.0M)	QoQ -13.88% (-$127.4K) YoY -16.38% (-$154.8K)