$227 Million is the total value of Buffington Mohr McNeal's 109 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC COMstock | $1,218,000 | +10.4% | 15,116 | 0.0% | 0.54% | +27.3% | |
| SEE | SEALED AIR CORP NEW COMstock | $363,000 | -4.0% | 8,340 | 0.0% | 0.16% | +11.1% | |
| INTU | INTUIT COMstock | $323,000 | +1.3% | 2,784 | 0.0% | 0.14% | +16.4% | |
| XLNX | XILINX INC COMstock | $324,000 | -4.1% | 5,594 | 0.0% | 0.14% | +10.1% | |
| NKE | NIKE INC CL Bstock | $312,000 | +9.5% | 5,600 | 0.0% | 0.14% | +25.7% | |
| AMZN | AMAZON COM INC COMstock | $308,000 | +18.5% | 347 | 0.0% | 0.14% | +36.4% | |
| IWM | ISHARES RUSSELL 2000 ETFetf | $287,000 | +2.1% | 2,084 | 0.0% | 0.13% | +17.8% | |
| IEX | IDEX CORP COMstock | $250,000 | +3.7% | 2,674 | 0.0% | 0.11% | +19.6% | |
| DGX | QUEST DIAGNOSTICS INC COMstock | $236,000 | +6.8% | 2,400 | 0.0% | 0.10% | +23.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-03
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.