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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Arthur J. Gallagher & Co.

AJG|363576109

Shares:988

Value:$341.1K

% of Portfolio:0.1% ($341.1K/$507.0M)

3M CO

MMM|88579Y101

Shares:2.3K

Value:$337.8K

% of Portfolio:0.1% ($337.8K/$507.0M)

464288570

Shares:3.3K

Value:$337.3K

% of Portfolio:0.1% ($337.3K/$507.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:4.8K

Value:$337.2K

% of Portfolio:0.1% ($337.2K/$507.0M)

M&T BANK CORP

MTB|55261F104

Shares:1.9K

Value:$330.7K

% of Portfolio:0.1% ($330.7K/$507.0M)

922908769

VTI|922908769

Shares:1.2K

Value:$330.1K

% of Portfolio:0.1% ($330.1K/$507.0M)

92206C409

Shares:4.0K

Value:$314.6K

% of Portfolio:0.1% ($314.6K/$507.0M)

PEPSICO INC

PEP|713448108

Shares:2.1K

Value:$308.4K

% of Portfolio:0.1% ($308.4K/$507.0M)

464287655

IWM|464287655

Shares:1.5K

Value:$308.0K

% of Portfolio:0.1% ($308.0K/$507.0M)

46435U259

Shares:11.5K

Value:$293.7K

% of Portfolio:0.1% ($293.7K/$507.0M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:2.6K

Value:$290.4K

% of Portfolio:0.1% ($290.4K/$507.0M)

PFIZER INC

PFE|717081103

Shares:11.3K

Value:$285.4K

% of Portfolio:0.1% ($285.4K/$507.0M)

WATERS CORP /DE/

WAT|941848103

Shares:770

Value:$283.8K

% of Portfolio:0.1% ($283.8K/$507.0M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:910

Value:$270.8K

% of Portfolio:0.1% ($270.8K/$507.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.1K

Value:$264.4K

% of Portfolio:0.1% ($264.4K/$507.0M)

46435G219

Shares:5.9K

Value:$264.4K

% of Portfolio:0.1% ($264.4K/$507.0M)

UNILEVER PLC

UL|904767704

Shares:4.4K

Value:$263.8K

% of Portfolio:0.1% ($263.8K/$507.0M)

COCA COLA CO

KO|191216100

Shares:3.6K

Value:$257.5K

% of Portfolio:0.1% ($257.5K/$507.0M)

464288679

Shares:2.3K

Value:$256.6K

% of Portfolio:0.1% ($256.6K/$507.0M)

Edwards Lifesciences Corp

EW|28176E108

Shares:3.5K

Value:$253.7K

% of Portfolio:0.1% ($253.7K/$507.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Arthur J. Gallagher & Co.(AJGcusip363576109)	988	QoQ NEW(+988) YoY NEW(+988)	All Managers (Combined)	$341.1K	0.1% ($341.1K/$507.0M)	QoQ NEW(+$341.1K) YoY NEW(+$341.1K)
3M CO(MMMcusip88579Y101)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$337.8K	0.1% ($337.8K/$507.0M)	QoQ +13.76% (+$40.9K) YoY +38.45% (+$93.8K)
(cusip464288570)✕	3.3K	QoQ -12.02% (-450) YoY -12.83% (-485)	All Managers (Combined)	$337.3K	0.1% ($337.3K/$507.0M)	QoQ -18.27% (-$75.4K) YoY -11.45% (-$43.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	4.8K	QoQ -80.56% (-19.7K) YoY -75.03% (-14.3K)	All Managers (Combined)	$337.2K	0.1% ($337.2K/$507.0M)	QoQ -80.77% (-$1.4M) YoY -72.30% (-$880.1K)
M&T BANK CORP(MTBcusip55261F104)	1.9K	QoQ -44.77% (-1.5K) YoY -44.77% (-1.5K)	All Managers (Combined)	$330.7K	0.1% ($330.7K/$507.0M)	QoQ -47.49% (-$299.1K) YoY -32.12% (-$156.5K)
(VTIcusip922908769)	1.2K	QoQ -1.39% (-17) YoY +15.48% (+161)	All Managers (Combined)	$330.1K	0.1% ($330.1K/$507.0M)	QoQ -6.46% (-$22.8K) YoY +22.13% (+$59.8K)
(cusip92206C409)✕	4.0K	QoQ -22.41% (-1.2K) YoY -32.52% (-1.9K)	All Managers (Combined)	$314.6K	0.1% ($314.6K/$507.0M)	QoQ -21.48% (-$86.1K) YoY -31.10% (-$142.0K)
PEPSICO INC(PEPcusip713448108)	2.1K	QoQ -33.55% (-1.0K) YoY -38.19% (-1.3K)	All Managers (Combined)	$308.4K	0.1% ($308.4K/$507.0M)	QoQ -34.48% (-$162.4K) YoY -47.04% (-$274.0K)
(IWMcusip464287655)	1.5K	QoQ 0.00% (-0) YoY +2.59% (-39)	All Managers (Combined)	$308.0K	0.1% ($308.0K/$507.0M)	QoQ -9.71% (-$33.1K) YoY -2.68% (-$8.5K)
(cusip46435U259)✕	11.5K	QoQ +9.33% (+981) YoY NEW(+11.5K)	All Managers (Combined)	$293.7K	0.1% ($293.7K/$507.0M)	QoQ +9.76% (+$26.1K) YoY NEW(+$293.7K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	2.6K	QoQ 0.00% (-0) YoY NEW(+2.6K)	All Managers (Combined)	$290.4K	0.1% ($290.4K/$507.0M)	QoQ -5.77% (-$17.8K) YoY NEW(+$290.4K)
PFIZER INC(PFEcusip717081103)	11.3K	QoQ -9.62% (-1.2K) YoY NEW(+11.3K)	All Managers (Combined)	$285.4K	0.1% ($285.4K/$507.0M)	QoQ -13.68% (-$45.2K) YoY NEW(+$285.4K)
WATERS CORP /DE/(WATcusip941848103)	770	QoQ NEW(+770) YoY +13.23% (+90)	All Managers (Combined)	$283.8K	0.1% ($283.8K/$507.0M)	QoQ NEW(+$283.8K) YoY +21.24% (+$49.7K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	910	QoQ NEW(+910) YoY NEW(+910)	All Managers (Combined)	$270.8K	0.1% ($270.8K/$507.0M)	QoQ NEW(+$270.8K) YoY NEW(+$270.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.1K	QoQ -57.18% (-1.4K) YoY -51.37% (-1.1K)	All Managers (Combined)	$264.4K	0.1% ($264.4K/$507.0M)	QoQ -51.55% (-$281.4K) YoY -36.66% (-$153.1K)
(cusip46435G219)✕	5.9K	QoQ -83.90% (-30.6K) YoY -86.01% (-36.1K)	All Managers (Combined)	$264.4K	0.1% ($264.4K/$507.0M)	QoQ -83.66% (-$1.4M) YoY -85.96% (-$1.6M)
UNILEVER PLC(ULcusip904767704)	4.4K	QoQ -85.28% (-25.7K) YoY -83.72% (-22.8K)	All Managers (Combined)	$263.8K	0.1% ($263.8K/$507.0M)	QoQ -84.54% (-$1.4M) YoY -80.68% (-$1.1M)
COCA COLA CO(KOcusip191216100)	3.6K	QoQ -78.33% (-13.0K) YoY -78.99% (-13.5K)	All Managers (Combined)	$257.5K	0.1% ($257.5K/$507.0M)	QoQ -75.08% (-$775.9K) YoY -75.41% (-$790.0K)
(cusip464288679)✕	2.3K	QoQ -34.06% (-1.2K) YoY 0.00% (-0)	All Managers (Combined)	$256.6K	0.1% ($256.6K/$507.0M)	QoQ -33.85% (-$131.3K) YoY -0.07% (-$185)
Edwards Lifesciences Corp(EWcusip28176E108)	3.5K	QoQ 0.00% (-0) YoY -47.76% (-3.2K)	All Managers (Combined)	$253.7K	0.1% ($253.7K/$507.0M)	QoQ -2.09% (-$5.4K) YoY -60.37% (-$386.6K)