$261 Million is the total value of Buffington Mohr McNeal's 119 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IQV | New | IQVIA HLDGS INC COMstock | $1,403,000 | – | 14,335 | +100.0% | 0.54% | – |
| BA | New | BOEING CO COMstock | $206,000 | – | 698 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB U.S. LARGE-CAP ETF | 45 | Q2 2024 | 9.5% |
| ISHARES SHORT TERM CORPORATE BOND | 45 | Q2 2024 | 9.1% |
| TECH SELECT SPDR | 45 | Q2 2024 | 4.7% |
| COSTCO WHSL CORP NEW COM | 45 | Q2 2024 | 5.2% |
| MICROSOFT CORP COM | 45 | Q2 2024 | 5.8% |
| JOHNSON & JOHNSON COM | 45 | Q2 2024 | 2.0% |
| EXXON MOBIL CORP COM | 45 | Q2 2024 | 3.1% |
| CHEVRON CORP NEW COM | 45 | Q2 2024 | 1.2% |
| MICRON TECHNOLOGY INC COM | 45 | Q2 2024 | 1.2% |
| VERIZON COMMUNICATIONS INC COM | 45 | Q2 2024 | 1.4% |
View Buffington Mohr McNeal's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-31 |
| 13F-HR | 2024-07-11 |
| 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 |
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.