$174 Million is the total value of Buffington Mohr McNeal's 78 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MS | New | MORGAN STANLEY | $1,111,000 | – | 28,625 | +100.0% | 0.64% | – |
| CFX | New | COLFAX CORP COM | $1,012,000 | – | 19,615 | +100.0% | 0.58% | – |
| BSCH | New | GGHM 2017 CORP | $988,000 | – | 43,519 | +100.0% | 0.57% | – |
| ABC | New | AMERISOURCEBERGEN | $978,000 | – | 10,850 | +100.0% | 0.56% | – |
| QCOM | New | QUALCOMM INC | $201,000 | – | 2,705 | +100.0% | 0.12% | – |
| ECL | New | ECOLAB INC | $173,000 | – | 1,655 | +100.0% | 0.10% | – |
| Q | New | QUINTILES HLDGS | $169,000 | – | 2,870 | +100.0% | 0.10% | – |
| WR | New | WESTAR ENERGY INC | $161,000 | – | 3,910 | +100.0% | 0.09% | – |
| HP | New | HELMERICH & PAYNE | $159,000 | – | 2,355 | +100.0% | 0.09% | – |
| TFSL | New | TFS FINANCIAL | $100,000 | – | 6,750 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB U.S. LARGE-CAP ETF | 42 | Q3 2023 | 9.5% |
| ISHARES SHORT TERM CORPORATE BOND | 42 | Q3 2023 | 9.1% |
| TECH SELECT SPDR | 42 | Q3 2023 | 4.7% |
| COSTCO WHSL CORP NEW COM | 42 | Q3 2023 | 4.8% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 5.4% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 2.0% |
| EXXON MOBIL CORP COM | 42 | Q3 2023 | 3.1% |
| CHEVRON CORP NEW COM | 42 | Q3 2023 | 1.2% |
| MICRON TECHNOLOGY INC COM | 42 | Q3 2023 | 1.2% |
| VERIZON COMMUNICATIONS INC COM | 42 | Q3 2023 | 1.4% |
View Buffington Mohr McNeal's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-27 |
View Buffington Mohr McNeal's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.