Filed: 4/17/2026ACC: 0002103405-26-000003
📋 What this filing means
BUFFALO BUSINESS & ESTATE SERVICES LTD filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $689.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$689.04M
Total AUM (reported)
5.06M
Total Shares
Allocation by class
COM$294.10M42.7%
INT-TERM CORP$134.80M19.6%
VALUE ETF$66.33M9.6%
CORE US AGGBD ET$42.46M6.2%
CORE MSCI EAFE$40.59M5.9%
CAP STK CL A$28.25M4.1%
CL A$15.99M2.3%
Portfolio Concentration
Top 3$291.49M42.3%
4–10$217.04M31.5%
11–25$105.71M15.3%
Rest$74.79M10.9%
Top 3 weight
42.3%
Top 10 weight
73.8%
Voting Authority Distribution
Total shares with voting rights: 5.06M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings87
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares1.63M
TypeSH
Market value$134.80M
19.56%
Sole
0.00
Shared
0.00
None
1.63M
NVIDIA CORPORATION
SOLEShares518.11K
TypeSH
Market value$90.36M
13.11%
Sole
0.00
Shared
0.00
None
518.11K
VANGUARD INDEX FDS
SOLEShares338.07K
TypeSH
Market value$66.33M
9.63%
Sole
0.00
Shared
0.00
None
338.07K
ISHARES TR
SOLEShares427.73K
TypeSH
Market value$42.46M
6.16%
Sole
0.00
Shared
0.00
None
427.73K
ISHARES TR
SOLEShares448.33K
TypeSH
Market value$40.59M
5.89%
Sole
0.00
Shared
0.00
None
448.33K
AMAZON COM INC
SOLEShares180.35K
TypeSH
Market value$37.56M
5.45%
Sole
0.00
Shared
0.00
None
180.35K
APPLE INC
SOLEShares139.49K
TypeSH
Market value$35.40M
5.14%
Sole
0.00
Shared
0.00
None
139.49K
ALPHABET INC
SOLEShares98.25K
TypeSH
Market value$28.25M
4.10%
Sole
0.00
Shared
0.00
None
98.25K
NETFLIX INC.
SOLEShares241.84K
TypeSH
Market value$23.25M
3.37%
Sole
0.00
Shared
0.00
None
241.84K
ELI LILLY & CO
SOLEShares10.36K
TypeSH
Market value$9.52M
1.38%
Sole
0.00
Shared
0.00
None
10.36K
BROADCOM INC
SOLEShares30.72K
TypeSH
Market value$9.51M
1.38%
Sole
0.00
Shared
0.00
None
30.72K
META PLATFORMS INC
SOLEShares15.05K
TypeSH
Market value$8.61M
1.25%
Sole
0.00
Shared
0.00
None
15.05K
ISHARES TR
SOLEShares97.63K
TypeSH
Market value$8.46M
1.23%
Sole
0.00
Shared
0.00
None
97.63K
MICROSOFT CORP
SOLEShares22.70K
TypeSH
Market value$8.40M
1.22%
Sole
0.00
Shared
0.00
None
22.70K
PALO ALTO NETWORKS INC
SOLEShares50.03K
TypeSH
Market value$8.02M
1.16%
Sole
0.00
Shared
0.00
None
50.03K
ISHARES TR
SOLEShares79.39K
TypeSH
Market value$7.99M
1.16%
Sole
0.00
Shared
0.00
None
79.39K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares23.22K
TypeSH
Market value$7.85M
1.14%
Sole
0.00
Shared
0.00
None
23.22K
BOEING CO
SOLEShares39.16K
TypeSH
Market value$7.79M
1.13%
Sole
0.00
Shared
0.00
None
39.16K
ISHARES TR
SOLEShares14.70K
TypeSH
Market value$6.27M
0.91%
Sole
0.00
Shared
0.00
None
14.70K
COSTCO WHOLESALE CORPORATION
SOLEShares5.88K
TypeSH
Market value$5.86M
0.85%
Sole
0.00
Shared
0.00
None
5.88K
JOHNSON & JOHNSON
SOLEShares23.39K
TypeSH
Market value$5.72M
0.83%
Sole
0.00
Shared
0.00
None
23.39K
JPMORGAN CHASE & CO
SOLEShares18.51K
TypeSH
Market value$5.44M
0.79%
Sole
0.00
Shared
0.00
None
18.51K
MASTERCARD INCORPORATED
SOLEShares10.69K
TypeSH
Market value$5.34M
0.77%
Sole
0.00
Shared
0.00
None
10.69K
AMGEN INC
SOLEShares15.05K
TypeSH
Market value$5.30M
0.77%
Sole
0.00
Shared
0.00
None
15.05K
KLA CORP
SOLEShares3.50K
TypeSH
Market value$5.15M
0.75%
Sole
0.00
Shared
0.00
None
3.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 1.63M | SH | $134.80M 19.56% | 0.00 | 0.00 | 1.63M |
NVIDIA CORPORATIONSOLE | COM | 518.11K | SH | $90.36M 13.11% | 0.00 | 0.00 | 518.11K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 338.07K | SH | $66.33M 9.63% | 0.00 | 0.00 | 338.07K |
ISHARES TRSOLE | CORE US AGGBD ET | 427.73K | SH | $42.46M 6.16% | 0.00 | 0.00 | 427.73K |
ISHARES TRSOLE | CORE MSCI EAFE | 448.33K | SH | $40.59M 5.89% | 0.00 | 0.00 | 448.33K |
AMAZON COM INCSOLE | COM | 180.35K | SH | $37.56M 5.45% | 0.00 | 0.00 | 180.35K |
APPLE INCSOLE | COM | 139.49K | SH | $35.40M 5.14% | 0.00 | 0.00 | 139.49K |
ALPHABET INCSOLE | CAP STK CL A | 98.25K | SH | $28.25M 4.10% | 0.00 | 0.00 | 98.25K |
NETFLIX INC.SOLE | COM | 241.84K | SH | $23.25M 3.37% | 0.00 | 0.00 | 241.84K |
ELI LILLY & COSOLE | COM | 10.36K | SH | $9.52M 1.38% | 0.00 | 0.00 | 10.36K |
BROADCOM INCSOLE | COM | 30.72K | SH | $9.51M 1.38% | 0.00 | 0.00 | 30.72K |
META PLATFORMS INCSOLE | CL A | 15.05K | SH | $8.61M 1.25% | 0.00 | 0.00 | 15.05K |
ISHARES TRSOLE | 20 YR TR BD ETF | 97.63K | SH | $8.46M 1.23% | 0.00 | 0.00 | 97.63K |
MICROSOFT CORPSOLE | COM | 22.70K | SH | $8.40M 1.22% | 0.00 | 0.00 | 22.70K |
PALO ALTO NETWORKS INCSOLE | COM | 50.03K | SH | $8.02M 1.16% | 0.00 | 0.00 | 50.03K |
ISHARES TRSOLE | S&P MC 400GR ETF | 79.39K | SH | $7.99M 1.16% | 0.00 | 0.00 | 79.39K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 23.22K | SH | $7.85M 1.14% | 0.00 | 0.00 | 23.22K |
BOEING COSOLE | COM | 39.16K | SH | $7.79M 1.13% | 0.00 | 0.00 | 39.16K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 14.70K | SH | $6.27M 0.91% | 0.00 | 0.00 | 14.70K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 5.88K | SH | $5.86M 0.85% | 0.00 | 0.00 | 5.88K |
JOHNSON & JOHNSONSOLE | COM | 23.39K | SH | $5.72M 0.83% | 0.00 | 0.00 | 23.39K |
JPMORGAN CHASE & COSOLE | COM | 18.51K | SH | $5.44M 0.79% | 0.00 | 0.00 | 18.51K |
MASTERCARD INCORPORATEDSOLE | CL A | 10.69K | SH | $5.34M 0.77% | 0.00 | 0.00 | 10.69K |
AMGEN INCSOLE | COM | 15.05K | SH | $5.30M 0.77% | 0.00 | 0.00 | 15.05K |
KLA CORPSOLE | COM NEW | 3.50K | SH | $5.15M 0.75% | 0.00 | 0.00 | 3.50K |
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