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:

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46436E163

Shares:10.0K

Value:$250.9K

% of Portfolio:0.0% ($250.9K/$507.0M)

AT&T INC.

T|00206R102

Shares:8.6K

Value:$242.0K

% of Portfolio:0.0% ($242.0K/$507.0M)

92204A702

VGT|92204A702

Shares:443

Value:$240.3K

% of Portfolio:0.0% ($240.3K/$507.0M)

REALTY INCOME CORP

O|756109104

Shares:4.0K

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$507.0M)

NETFLIX INC

NFLX|64110L106

Shares:244

Value:$227.5K

% of Portfolio:0.0% ($227.5K/$507.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:760

Value:$219.0K

% of Portfolio:0.0% ($219.0K/$507.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:409

Value:$214.2K

% of Portfolio:0.0% ($214.2K/$507.0M)

CATERPILLAR INC

CAT|149123101

Shares:625

Value:$206.1K

% of Portfolio:0.0% ($206.1K/$507.0M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.3K

Value:$203.6K

% of Portfolio:0.0% ($203.6K/$507.0M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:1.1K

Value:$201.3K

% of Portfolio:0.0% ($201.3K/$507.0M)

SRH Total Return Fund, Inc.

STEW|101507101

Shares:10.7K

Value:$184.6K

% of Portfolio:0.0% ($184.6K/$507.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46436E163)✕	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$250.9K	0.0% ($250.9K/$507.0M)	QoQ +0.24% (+$601) YoY NEW(+$250.9K)
AT&T INC.(Tcusip00206R102)	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$242.0K	0.0% ($242.0K/$507.0M)	QoQ NEW(+$242.0K) YoY NEW(+$242.0K)
(VGTcusip92204A702)	443	QoQ -3.48% (-16) YoY -3.90% (-18)	All Managers (Combined)	$240.3K	0.0% ($240.3K/$507.0M)	QoQ -15.81% (-$45.1K) YoY -0.59% (-$1.4K)
REALTY INCOME CORP(Ocusip756109104)	4.0K	QoQ 0.00% (+0) YoY NEW(+4.0K)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$507.0M)	QoQ +8.61% (+$18.6K) YoY NEW(+$234.8K)
NETFLIX INC(NFLXcusip64110L106)	244	QoQ +7.48% (+17) YoY NEW(+244)	All Managers (Combined)	$227.5K	0.0% ($227.5K/$507.0M)	QoQ +12.45% (+$25.2K) YoY NEW(+$227.5K)
SPDR GOLD TRUST(GLDcusip78463V107)	760	QoQ -55.02% (-930) YoY -44.11% (-600)	All Managers (Combined)	$219.0K	0.0% ($219.0K/$507.0M)	QoQ -46.48% (-$190.2K) YoY -21.72% (-$60.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	409	QoQ -77.32% (-1.4K) YoY -76.68% (-1.3K)	All Managers (Combined)	$214.2K	0.0% ($214.2K/$507.0M)	QoQ -76.53% (-$698.5K) YoY -75.31% (-$653.7K)
CATERPILLAR INC(CATcusip149123101)	625	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$206.1K	0.0% ($206.1K/$507.0M)	QoQ -9.08% (-$20.6K) YoY -9.99% (-$22.9K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.3K	QoQ -21.13% (-895) YoY NEW(+3.3K)	All Managers (Combined)	$203.6K	0.0% ($203.6K/$507.0M)	QoQ -14.96% (-$35.8K) YoY NEW(+$203.6K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	1.1K	QoQ -86.82% (-7.0K) YoY -87.09% (-7.1K)	All Managers (Combined)	$201.3K	0.0% ($201.3K/$507.0M)	QoQ -87.95% (-$1.5M) YoY -90.10% (-$1.8M)
SRH Total Return Fund, Inc.(STEWcusip101507101)	10.7K	QoQ 0.00% (+0) YoY NEW(+10.7K)	All Managers (Combined)	$184.6K	0.0% ($184.6K/$507.0M)	QoQ +7.67% (+$13.2K) YoY NEW(+$184.6K)