$187 Million is the total value of Buffington Mohr McNeal's 140 reported holdings in Q4 2015. The portfolio turnover from Q3 2015 to Q4 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | DODGE & COX INTLmf | $0 | – | -2,740 | -100.0% | -0.07% | – | |
| Exit | AMCAP FDmf | $0 | – | -5,312 | -100.0% | -0.09% | – | |
| BLD | Exit | TOPBUILD CORP COM | $0 | – | -8,034 | -100.0% | -0.16% | – |
| Exit | BERKSHIRE HATHAWAY CL B | $0 | – | -2,000 | -100.0% | -0.17% | – | |
| FLOT | Exit | ISHARES FLOATING RATE BD | $0 | – | -5,568 | -100.0% | -0.18% | – |
| Exit | NOBLE CORP | $0 | – | -66,743 | -100.0% | -0.48% | – | |
| BSCF | Exit | GGHM 2015 CORP | $0 | – | -45,635 | -100.0% | -0.65% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -20,238 | -100.0% | -0.71% | – |
| Exit | BARON GROWTH FDmf | $0 | – | -248,906 | -100.0% | -11.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-02-08
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.