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Showing Q1 2025 data
Buffington Mohr McNeal's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Buffington Mohr McNeal
•CIK: 1317829•Filing: Q1 2025
Buffington Mohr McNeal oversees $507M in assets, maintaining a diversified portfolio of 111 positions. The fund's top holdings are skewed towards index trackers, with SCHX and IVV accounting for $77.8M, or 15.3% of AUM. Notable equity positions include COST ($30.4M), MSFT ($25.8M), and XLK ($21.9M), while sector-specific holdings such as JIRE ($16.1M) and JAAA ($15.5M) also feature prominently. The fund's largest sector allocations are complemented by smaller stakes in APH ($14.2M), IBDW ($14.0M), and BLK ($13.8M).
Total AUM
$507.0M
QoQ Performance
-15.9%
Positions
111
Top 10 Concentration
45.3%
Latest Filing
Q1 2025
Top Holdings Allocation
SCHX
IVV
COST
MSFT
SCHX9.2%
IVV6.2%
COST6.0%
MSFT5.1%
XLK4.3%
JIRE3.2%
JAAA3.1%
APH2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.2%
Technology11.9%
Consumer8.4%
Financial7.8%
Healthcare7.5%
ETF6.7%
Materials3.0%
Industrial0.9%
🚪 Exited Positionssold since Q4 2024
+25 more exited positions
Changes from Q4 2024
NEW8 new positions
↑14 increased
↓74 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023