Buffington Mohr McNeal 13F Holdings · last filed Q1 2025
Buffington Mohr McNeal reported 111 securities worth $507.04M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: SCHX (9.17%), IVV (6.17%), COST (6.00%). Among its top 25 positions this quarter: 4 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB U.S. LARGE-CAP ETF | $46.5M | 9.17% | 2.1M | Trimmed |
| 2 | IVV | ISHARES CORE S&P 500 ETF | $31.3M | 6.17% | 55,647 | Added |
| 3 | COST | COSTCO WHSL CORP NEW COM | $30.4M | 6.00% | 32,188 | Trimmed |
| 4 | MSFT | MICROSOFT CORP COM | $25.8M | 5.09% | 68,770 | Trimmed |
| 5 | XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | $21.9M | 4.33% | 106,298 | Trimmed |
| 6 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $16.1M | 3.18% | 253,125 | Trimmed |
| 7 | JAAA | JANUS HENDERSON AAA CLO ETF | $15.5M | 3.06% | 306,263 | Trimmed |
| 8 | APH | AMPHENOL CORP NEW CL A | $14.2M | 2.81% | 216,946 | Trimmed |
| 9 | IBDW | ISHARES IBONDS 2031 CORP BOND | $14.0M | 2.76% | 673,998 | Added |
| 10 | IBDR | ISHARES IBONDS 2026 CORP BOND | $13.8M | 2.73% | 571,694 | Trimmed |
| 11 | IBDV | ISHARES IBONDS 2030 CORP BOND | $13.8M | 2.72% | 634,284 | Added |
| 12 | IJR | ISHARES CORE S&P SMALL CAP ETF | $13.6M | 2.67% | 129,642 | Added |
| 13 | JPM | JPMORGAN CHASE & CO. COM | $13.4M | 2.65% | 54,788 | Trimmed |
| 14 | V | VISA INC COM CL A | $12.9M | 2.54% | 36,732 | Trimmed |
| 15 | AAPL | APPLE INC COM | $11.9M | 2.35% | 53,639 | Trimmed |
| 16 | KKR | KKR & CO INC COM | $11.6M | 2.29% | 100,539 | Trimmed |
| 17 | DHR | DANAHER CORPORATION COM | $11.0M | 2.16% | 53,430 | Trimmed |
| 18 | URI | UNITED RENTALS INC COM | $11.0M | 2.16% | 17,480 | Trimmed |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC COM | $10.8M | 2.13% | 21,714 | Trimmed |
| 20 | AMZN | AMAZON COM INC COM | $9.9M | 1.96% | 52,124 | Trimmed |
| 21 | AME | AMETEK INC COM | $9.7M | 1.92% | 56,588 | Trimmed |
| 22 | ABT | ABBOTT LABS COM | $9.1M | 1.80% | 68,907 | Trimmed |
| 23 | RSG | REPUBLIC SVCS INC COM | $8.5M | 1.68% | 35,275 | Trimmed |
| 24 | ECL | ECOLAB INC COM | $8.3M | 1.63% | 32,569 | Trimmed |
| 25 | GOOG | ALPHABET INC CAP STK CL C | $7.2M | 1.43% | 46,385 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR