Buffington Mohr Mcneal Top Holdings and 13F Report (2025) About Buffington Mohr McnealInvestment ActivityBuffington Mohr Mcneal has $507.04 million in total holdings as of March 31, 2025.Buffington Mohr Mcneal owns shares of 111 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.95% of the portfolio was purchased this quarter.About 19.84% of the portfolio was sold this quarter.This quarter, Buffington Mohr Mcneal has purchased 133 new stocks and bought additional shares in 14 stocks.Buffington Mohr Mcneal sold shares of 74 stocks and completely divested from 30 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $46,515,200iShares Core S&P 500 ETF $31,267,959Costco Wholesale $30,443,239Microsoft $25,815,410Technology Select Sector SPDR Fund $21,948,479 Largest New Holdings this Quarter 38141G104 - The Goldman Sachs Group $1,088,210 Holding292554102 - Encore Capital Group $685,600 Holding316092840 - Fidelity High Dividend ETF $383,220 Holding097023105 - Boeing $341,100 Holding363576109 - Arthur J. Gallagher & Co. $341,097 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 126,718 shares (about $13.25M)iShares iBonds Dec 2027 Term Corporate ETF 85,538 shares (about $2.07M)iShares Core S&P 500 ETF 3,519 shares (about $1.98M)IDACORP 16,950 shares (about $1.97M)The Goldman Sachs Group 1,992 shares (about $1.09M) Largest Sales this Quarter Chevron 23,848 shares (about $3.99M)JPMorgan Chase & Co. 12,380 shares (about $3.04M)Fiserv 12,503 shares (about $2.76M)Costco Wholesale 2,850 shares (about $2.70M)Thermo Fisher Scientific 5,017 shares (about $2.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBuffington Mohr Mcneal Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$46,515,200$39,612 ▼-0.1%2,106,6679.2%ETFIVViShares Core S&P 500 ETF$31,267,959$1,977,320 ▲6.8%55,6476.2%ETFCOSTCostco Wholesale$30,443,239$2,695,515 ▼-8.1%32,1886.0%Retail/WholesaleMSFTMicrosoft$25,815,410$2,464,795 ▼-8.7%68,7705.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$21,948,479$103,447 ▼-0.5%106,2984.3%ETFJIREJPMorgan International Research Enhanced Equity ETF$16,129,094$1,399,671 ▼-8.0%253,1253.2%ETFJAAAJanus Henderson AAA CLO ETF$15,530,578$112,677 ▼-0.7%306,2633.1%ETFAPHAmphenol$14,229,479$2,247,505 ▼-13.6%216,9462.8%Computer and TechnologyIBDWiShares iBonds Dec 2031 Term Corporate ETF$13,985,466$253,773 ▲1.8%673,9982.8%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$13,840,705$603,337 ▼-4.2%571,6942.7%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$13,776,644$197,652 ▲1.5%634,2842.7%ETFIJRiShares Core S&P Small-Cap ETF$13,556,676$13,250,913 ▲4,333.7%129,6422.7%ETFJPMJPMorgan Chase & Co.$13,439,587$3,036,834 ▼-18.4%54,7882.7%FinanceVVisa$12,873,103$1,640,855 ▼-11.3%36,7322.5%Business ServicesAAPLApple$11,914,793$1,706,175 ▼-12.5%53,6392.3%Computer and TechnologyKKRKKR & Co. Inc.$11,623,367$1,857,399 ▼-13.8%100,5392.3%FinanceURIUnited Rentals$10,954,943$1,336,152 ▼-10.9%17,4802.2%ConstructionDHRDanaher$10,953,197$1,952,428 ▼-15.1%53,4302.2%MedicalTMOThermo Fisher Scientific$10,804,907$2,496,464 ▼-18.8%21,7142.1%MedicalAMZNAmazon.com$9,917,112$2,006,482 ▼-16.8%52,1242.0%Retail/WholesaleAMEAMETEK$9,741,132$1,164,019 ▼-10.7%56,5881.9%Computer and TechnologyABTAbbott Laboratories$9,140,462$368,367 ▼-3.9%68,9071.8%MedicalRSGRepublic Services$8,542,271$1,588,342 ▼-15.7%35,2751.7%Business ServicesECLEcolab$8,256,937$420,338 ▼-4.8%32,5691.6%Basic MaterialsGOOGAlphabet$7,246,765$1,372,800 ▼-15.9%46,3851.4%Computer and TechnologyBACBank of America$7,154,706$1,085,650 ▼-13.2%171,4521.4%FinanceAPDAir Products and Chemicals$7,121,809$1,732,970 ▼-19.6%24,1481.4%Basic MaterialsSPGIS&P Global$6,236,744$441,526 ▼-6.6%12,2751.2%Business ServicesAVGOBroadcom$5,822,837$173,791 ▼-2.9%34,7781.1%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$5,694,782$471,185 ▼-7.6%226,4331.1%ETFMRKMerck & Co., Inc.$5,523,817$1,528,699 ▼-21.7%61,5401.1%MedicalAMDAdvanced Micro Devices$4,759,122$1,558,155 ▼-24.7%46,3220.9%Computer and TechnologyMUMicron Technology$4,082,323$81,068 ▲2.0%46,9830.8%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,982,398$2,068,309 ▲108.1%164,6980.8%ETFFIFiserv$3,926,357$2,761,037 ▼-41.3%17,7800.8%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$3,746,515$1,444,072 ▼-27.8%21,6270.7%ETFPHParker-Hannifin$3,496,455$435,841 ▼-11.1%5,7520.7%IndustrialsIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,102,334$292,642 ▼-8.6%59,2390.6%ManufacturingIDAIDACORP$2,541,848$1,969,929 ▲344.4%21,8710.5%UtilitiesBRK.BBerkshire Hathaway$2,424,144$195,976 ▼-7.5%4,5520.5%FinanceIJHiShares Core S&P Mid-Cap ETF$2,397,061$149,959 ▲6.7%41,0810.5%ETFGOOGLAlphabet$2,180,269$256,857 ▼-10.5%14,0990.4%Computer and TechnologyVOOVanguard S&P 500 ETF$2,074,263$56,019 ▼-2.6%4,0360.4%ETFHDHome Depot$2,073,600$2,483,702 ▼-54.5%5,6580.4%Retail/WholesaleWFCWells Fargo & Company$1,910,396$273,447 ▲16.7%26,6110.4%FinanceFTECFidelity MSCI Information Technology Index ETF$1,489,974$26,610 ▼-1.8%9,2390.3%ETFUSBU.S. Bancorp$1,214,332$144,435 ▼-10.6%28,7620.2%FinanceIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,187,119$834,894 ▲237.0%46,9960.2%ETFGSThe Goldman Sachs Group$1,088,210$1,088,210 ▲New Holding1,9920.2%FinanceHONHoneywell International$1,050,957$1,129,519 ▼-51.8%4,9630.2%Multi-Sector ConglomeratesMSMorgan Stanley$1,022,613$312,092 ▼-23.4%8,7650.2%FinanceXOMExxon Mobil$1,015,543$20,575 ▲2.1%8,5390.2%EnergyANSSANSYS$989,2500.0%3,1250.2%Computer and TechnologyTJXTJX Companies$988,651$19,366 ▼-1.9%8,1170.2%Retail/WholesaleUNPUnion Pacific$899,366$3,780 ▼-0.4%3,8070.2%TransportationRTXRTX$879,534$933,313 ▼-51.5%6,6400.2%AerospaceETNEaton$851,643$159,836 ▼-15.8%3,1330.2%IndustrialsCARRCarrier Global$836,880$76,651 ▼-8.4%13,2000.2%Computer and TechnologyNVDANVIDIA$809,741$31,648 ▼-3.8%7,4710.2%Computer and TechnologyFDXFedEx$790,335$4,876 ▼-0.6%3,2420.2%TransportationCVXChevron$758,660$3,989,531 ▼-84.0%4,5350.1%EnergySPYSPDR S&P 500 ETF Trust$751,261$455,903 ▼-37.8%1,3430.1%FinanceCHDChurch & Dwight$749,052$164,695 ▼-18.0%6,8040.1%Consumer StaplesADPAutomatic Data Processing$699,0530.0%2,2880.1%Business ServicesEMREmerson Electric$687,114$365,649 ▲113.7%6,2670.1%IndustrialsECPGEncore Capital Group$685,600$685,600 ▲New Holding20,0000.1%FinanceCCICrown Castle$614,957$88,283 ▼-12.6%5,9000.1%FinanceTXNTexas Instruments$596,604$690,407 ▼-53.6%3,3200.1%Computer and TechnologyEPDEnterprise Products Partners$574,809$23,727 ▼-4.0%16,8370.1%EnergyQQQInvesco QQQ$563,4380.0%1,2020.1%FinanceACNAccenture$531,404$30,268 ▼-5.4%1,7030.1%Computer and TechnologyLLYEli Lilly and Company$497,292$1,724,001 ▼-77.6%6020.1%MedicalXVViShares ESG Select Screened S&P 500 ETF$481,8190.0%11,2620.1%ETFJNJJohnson & Johnson$440,305$234,166 ▼-34.7%2,6550.1%MedicalPPBIPacific Premier Bancorp$410,1330.0%19,2370.1%FinanceFDVVFidelity High Dividend ETF$383,220$383,220 ▲New Holding7,7260.1%ETFARWRArrowhead Pharmaceuticals$382,2000.0%30,0000.1%MedicalWMTWalmart$376,092$938,299 ▼-71.4%4,2840.1%Retail/WholesaleVZVerizon Communications$346,0050.0%7,6280.1%Computer and TechnologyBABoeing$341,100$341,100 ▲New Holding2,0000.1%AerospaceAJGArthur J. Gallagher & Co.$341,097$341,097 ▲New Holding9880.1%FinanceMMM3M$337,7780.0%2,3000.1%Multi-Sector ConglomeratesDSIiShares ESG MSCI KLD 400 ETF$337,269$46,089 ▼-12.0%3,2930.1%ETFNEENextEra Energy$337,153$1,397,313 ▼-80.6%4,7560.1%UtilitiesMTBM&T Bank$330,688$268,125 ▼-44.8%1,8500.1%FinanceVTIVanguard Total Stock Market ETF$330,146$4,673 ▼-1.4%1,2010.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$314,576$90,860 ▼-22.4%3,9850.1%ETFPEPPepsiCo$308,427$155,788 ▼-33.6%2,0570.1%Consumer StaplesIWMiShares Russell 2000 ETF$308,0130.0%1,5440.1%FinanceIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$293,684$25,074 ▲9.3%11,4900.1%ETFPRUPrudential Financial$290,3680.0%2,6000.1%FinancePFEPfizer$285,368$30,407 ▼-9.6%11,2620.1%MedicalWATWaters$283,799$283,799 ▲New Holding7700.1%MedicalVRSKVerisk Analytics$270,834$270,834 ▲New Holding9100.1%Business ServicesIBMInternational Business Machines$264,444$353,255 ▼-57.2%1,0630.1%Computer and TechnologyIGEBiShares Investment Grade Bond Factor ETF$264,434$1,378,433 ▼-83.9%5,8750.1%ETFULUnilever$263,807$1,528,949 ▼-85.3%4,4300.1%Consumer StaplesKOCoca-Cola$257,523$931,193 ▼-78.3%3,5960.1%Consumer StaplesSHViShares Short Treasury Bond ETF$256,599$132,552 ▼-34.1%2,3230.1%ETFEWEdwards Lifesciences$253,6800.0%3,5000.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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