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☆BUFFALO BUSINESS & ESTATE SERVICES LTD

CIK 0002103405 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.602
AUM ($M)
793
Positions
105
Turnover
0.17
Top-10 wt
70%
Herfindahl
0.065
History (qtrs)
3
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 110 positions · portfolio value $793M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 14.5% -5.0% 115.2 1,394,338 -234,724 2 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 11.2% -1.9% 88.8 444,013 -74,101 2 —
☆VTV funds › VANGUARD INDEX FDS ADD — 10.1% +0.5% 80.4 368,698 +30,625 2 —
☆IGSB funds › ISHARES TR ADD — 7.9% +7.8% 62.4 1,190,935 +1,186,788 2 —
☆IEFA funds › ISHARES TR TRIM — 5.3% -0.6% 41.8 432,600 -15,731 2 —
☆AAPL funds › APPLE INC TRIM — 4.9% -0.3% 38.5 133,081 -6,408 2 —
☆AGG funds › ISHARES TR TRIM — 4.8% -1.3% 38.3 386,659 -41,069 2 —
☆GOOGL funds › ALPHABET INC ADD — 4.5% +0.4% 35.8 100,130 +1,880 2 —
☆AMZN funds › AMAZON COM INC TRIM — 4.3% -1.2% 34.1 142,885 -37,465 2 —
☆IJK funds › ISHARES TR ADD — 2.1% +1.0% 16.8 143,117 +63,724 2 —
☆LLY funds › ELI LILLY & CO ADD — 1.6% +0.2% 12.5 10,454 +99 2 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 1.5% +1.4% 11.9 11,778 +10,836 2 —
☆GEV funds › GE VERNOVA INC ADD — 1.5% +1.0% 11.7 9,923 +6,555 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 1.5% +0.3% 11.6 24,224 +1,006 2 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 1.4% +0.3% 11.4 33,497 -16,535 2 —
☆AVGO funds › BROADCOM INC TRIM — 1.4% +0.0% 11.2 29,650 -1,068 2 —
☆KLAC funds › KLA CORP ADD — 1.4% +0.6% 10.9 36,208 +32,710 2 —
☆BA funds › BOEING CO ADD — 1.2% +0.1% 9.7 44,808 +5,648 2 —
☆MSFT funds › MICROSOFT CORP ADD — 1.2% -0.0% 9.6 25,751 +3,048 2 —
☆META funds › META PLATFORMS INC ADD — 1.1% -0.2% 8.7 15,390 +336 2 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 1.0% +1.0% 8.2 19,750 +19,750 1 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 1.0% +0.3% 7.9 39,444 +12,578 2 —
☆IWF funds › ISHARES TR ADD — 1.0% +0.1% 7.8 63,166 +48,468 2 —
☆URI funds › UNITED RENTALS INC ADD — 0.8% +0.2% 6.6 5,798 +249 2 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.8% +0.0% 6.4 19,575 +1,066 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.8% -0.0% 6.3 24,887 +1,494 2 —
☆LOW funds › LOWES COS INC ADD — 0.8% +0.0% 6.2 27,900 +6,542 2 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.7% -0.0% 5.9 11,411 +725 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.7% -0.1% 5.8 6,154 +274 2 —
☆IWD funds › ISHARES TR ADD — 0.7% +0.0% 5.6 23,120 +1,336 2 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 0.6% +0.0% 4.9 9,876 +407 2 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.6% +0.0% 4.8 40,468 +783 2 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.6% -0.0% 4.5 51,741 +5,758 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.5% +0.0% 4.2 59,247 +4,129 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.5% -0.1% 4.2 8,265 +548 2 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.5% -0.2% 4.0 24,098 +973 2 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.3% +0.1% 2.2 21,657 +6,686 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.2% +0.1% 1.9 2,518 -115 2 —
☆IWR funds › ISHARES TR ADD — 0.2% +0.0% 1.7 15,373 +703 2 —
☆IWM funds › ISHARES TR ADD — 0.2% +0.0% 1.4 4,731 +753 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.2% +0.1% 1.3 1,882 +825 2 —
☆ASML funds › ASML HLDG NV NEW — 0.1% +0.1% 1.1 544 +544 1 —
☆GLW funds › CORNING INC TRIM — 0.1% +0.0% 1.1 4,205 -1,353 2 —
☆IGV funds › ISHARES TR NEW — 0.1% +0.1% 1.0 11,387 +11,387 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.1% +0.1% 1.0 1,673 -12 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.1% +0.1% 0.9 952 +4 2 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.1% +0.0% 0.9 5,393 -158 2 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.1% -0.2% 0.9 12,264 -16,399 2 —
☆LIN funds › LINDE PLC NEW — 0.1% +0.1% 0.8 1,614 +1,614 1 —
☆PWR funds › QUANTA SVCS INC TRIM — 0.1% +0.0% 0.8 1,125 -34 2 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 0.8 756 -3 2 —
☆NFLX funds › NETFLIX INC. TRIM — 0.1% -3.3% 0.7 10,500 -231,337 2 —
☆TSLA funds › TESLA INC HOLD — 0.1% -0.0% 0.7 1,761 +0 2 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.0% 0.7 19,664 -49 2 —
☆KEEL funds › KEEL INFRASTRUCTURE CORP NEW — 0.1% +0.1% 0.6 109,109 +109,109 1 —
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.1% +0.1% 0.6 1,775 +1,775 1 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.1% +0.1% 0.6 1,921 +1,921 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.1% -0.0% 0.6 1,119 -41 2 —
☆WYFI funds › WHITEFIBER INC TRIM — 0.1% -0.0% 0.5 13,758 -36,761 2 —
☆MPWR funds › MONOLITHIC PWR SYS INC TRIM — 0.1% -0.0% 0.5 385 -70 2 —
☆NYF funds › ISHARES TR ADD — 0.1% +0.0% 0.5 9,876 +4,507 2 —
☆GLD funds › SPDR GOLD TR ADD — 0.1% -0.0% 0.5 1,385 +339 2 —
☆ALAB funds › ASTERA LABS INC TRIM — 0.1% +0.0% 0.5 1,044 -1,623 2 —
☆IVV funds › ISHARES TR ADD — 0.1% +0.0% 0.5 654 +9 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.1% 0.5 4,129 -2,754 2 —
☆KOID funds › KRANESHARES TRUST NEW — 0.1% +0.1% 0.5 11,684 +11,684 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP NEW — 0.1% +0.1% 0.4 3,205 +3,205 1 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 0.4 1,145 +5 2 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.7% 0.4 1,181 -13,872 2 —
☆IJR funds › ISHARES TR ADD — 0.1% +0.0% 0.4 2,839 +6 2 —
☆RMBS funds › RAMBUS INC DEL NEW — 0.1% +0.1% 0.4 3,152 +3,152 1 —
☆FORM funds › FORMFACTOR INC NEW — 0.1% +0.1% 0.4 2,501 +2,501 1 —
☆HIMX funds › HIMAX TECHNOLOGIES INC NEW — 0.0% +0.0% 0.4 25,570 +25,570 1 —
☆SLV funds › ISHARES SILVER TR ADD — 0.0% -0.0% 0.4 7,305 +138 2 —
☆DE funds › DEERE & CO ADD — 0.0% -0.0% 0.4 589 +10 2 —
☆BTDR funds › BITDEER TECHNOLOGIES GROUP NEW — 0.0% +0.0% 0.4 23,013 +23,013 1 —
☆WMT funds › WALMART INC TRIM — 0.0% -0.0% 0.4 3,201 -833 2 —
☆GOOG funds › ALPHABET INC TRIM — 0.0% +0.0% 0.4 1,005 -40 2 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.0% +0.0% 0.4 481 +46 2 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC NEW — 0.0% +0.0% 0.3 3,890 +3,890 1 —
☆IJH funds › ISHARES TR ADD — 0.0% +0.0% 0.3 4,050 +232 2 —
☆MTB funds › M & T BK CORP ADD — 0.0% +0.0% 0.3 1,307 +2 2 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.0% 0.3 974 -650 2 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.0% -0.1% 0.3 752 -1,392 2 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.3 1,716 +1,716 1 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.0% -0.1% 0.3 251 -1,834 2 —
☆APG funds › API GROUP CORP HOLD — 0.0% -0.0% 0.3 6,822 +0 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.0% -0.0% 0.3 6,664 -7 2 —
☆SHYG funds › ISHARES TR ADD — 0.0% -0.0% 0.3 6,576 +89 2 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.0% -0.0% 0.3 819 -45 2 —
☆HD funds › HOME DEPOT INC TRIM — 0.0% -0.0% 0.3 782 -134 2 —
☆XLK funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.3 1,437 +1,437 1 —
☆BLK funds › BLACKROCK INC ADD — 0.0% -0.0% 0.3 270 +2 2 —
☆ASYS funds › AMTECH SYS INC NEW — 0.0% +0.0% 0.3 11,173 +11,173 1 —
☆RCL funds › ROYAL CARIBBEAN GROUP NEW — 0.0% +0.0% 0.3 799 +799 1 —
☆EDV funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.2 3,818 -156 2 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.0% +0.0% 0.2 344 +344 1 —
☆NBTB funds › NBT BANCORP INC ADD — 0.0% +0.0% 0.2 4,785 +37 2 —
☆ABBV funds › ABBVIE INC NEW — 0.0% +0.0% 0.2 909 +909 1 —
☆SCHD funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.2 7,055 +7,055 1 —
☆COP funds › CONOCOPHILLIPS NEW — 0.0% +0.0% 0.2 2,049 +2,049 1 —
☆AMP funds › AMERIPRISE FINL INC TRIM — 0.0% -0.0% 0.2 453 -38 2 —
☆NFG funds › NATIONAL FUEL GAS CO ADD — 0.0% -0.0% 0.2 2,624 +5 2 —
☆GTO funds › INVESCO ACTIVELY MANAGED EXC NEW — 0.0% +0.0% 0.2 4,319 +4,319 1 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.2 13,766 +51 2 —
☆CRWV funds › COREWEAVE INC EXIT — 0.0% -0.0% 0.0 0 -4,360 0 —
☆ORCL funds › ORACLE CORP EXIT — 0.0% -0.0% 0.0 0 -1,440 0 —
☆TLT funds › ISHARES TR EXIT — 0.0% -1.2% 0.0 0 -97,625 0 —
☆BX funds › BLACKSTONE INC EXIT — 0.0% -0.0% 0.0 0 -1,754 0 —
☆B funds › BARRICK MNG CORP EXIT — 0.0% -0.3% 0.0 0 -55,131 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 793 105 0.17 70% 0.065 0.600 — in
2026Q1 689 87 0.08 74% 0.083 0.797 — entered
2025Q4 696 101 0.00 73% 0.084 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status