Buffington Mohr Mcneal Top Holdings and 13F Report (2025) About Buffington Mohr McnealInvestment ActivityBuffington Mohr Mcneal has $603.06 million in total holdings as of December 31, 2024.Buffington Mohr Mcneal owns shares of 133 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 8.15% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Buffington Mohr Mcneal has purchased 130 new stocks and bought additional shares in 59 stocks.Buffington Mohr Mcneal sold shares of 37 stocks and completely divested from 6 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $48,874,128Costco Wholesale $32,104,144Microsoft $31,754,124iShares Core S&P 500 ETF $30,686,463Technology Select Sector SPDR Fund $24,832,936 Largest New Holdings this Quarter iShares iBonds Dec 2028 Term Corporate ETF $347,206 HoldingPfizer $330,606 HoldingPrudential Financial $308,178 HoldingBristol-Myers Squibb $239,475 HoldingRealty Income $216,204 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 1,406,637 shares (about $32.61M)Janus Henderson AAA CLO ETF 76,512 shares (about $3.88M)iShares Core S&P 500 ETF 2,847 shares (about $1.68M)Apple 4,496 shares (about $1.13M)Parker-Hannifin 1,697 shares (about $1.08M) Largest Sales this Quarter Marvell Technology 28,106 shares (about $3.10M)iShares iBonds Dec 2025 Term Corporate ETF 71,249 shares (about $1.78M)Pacer US Small Cap Cash Cows 100 ETF 23,494 shares (about $1.03M)Fiserv 2,574 shares (about $528.75K)Merck & Co., Inc. 5,155 shares (about $512.82K) 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$48,874,128$32,605,847 ▲200.4%2,108,4618.1%ETFCOSTCostco Wholesale$32,104,144$273,964 ▼-0.8%35,0385.3%Retail/WholesaleMSFTMicrosoft$31,754,124$281,984 ▲0.9%75,3365.3%Computer and TechnologyIVViShares Core S&P 500 ETF$30,686,463$1,675,958 ▲5.8%52,1285.1%ETFXLKTechnology Select Sector SPDR Fund$24,832,936$51,154 ▲0.2%106,7994.1%ETFAPHAmphenol$17,446,695$101,050 ▼-0.6%251,2122.9%Computer and TechnologyKKRKKR & Co. Inc.$17,246,987$78,836 ▼-0.5%116,6052.9%FinanceJPMJPMorgan Chase & Co.$16,100,866$177,386 ▼-1.1%67,1682.7%FinanceJIREJPMorgan International Research Enhanced Equity ETF$16,095,546$238,545 ▲1.5%275,0912.7%ETFCALFPacer US Small Cap Cash Cows 100 ETF$15,923,574$1,033,971 ▼-6.1%361,8172.6%ETFJAAAJanus Henderson AAA CLO ETF$15,643,262$3,879,920 ▲33.0%308,4852.6%ETFAAPLApple$15,355,842$1,125,895 ▲7.9%61,3202.5%Computer and TechnologyDHRDanaher$14,451,030$38,794 ▲0.3%62,9542.4%Multi-Sector ConglomeratesIBDRiShares iBonds Dec 2026 Term Corporate ETF$14,360,527$289,610 ▲2.1%596,6152.4%ETFTMOThermo Fisher Scientific$13,906,066$255,429 ▼-1.8%26,7312.3%MedicalURIUnited Rentals$13,815,369$128,912 ▼-0.9%19,6122.3%ConstructionAMZNAmazon.com$13,749,097$234,965 ▲1.7%62,6702.3%Retail/WholesaleIBDWiShares iBonds Dec 2031 Term Corporate ETF$13,466,983$391,636 ▲3.0%661,7682.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$13,353,927$375,445 ▲2.9%625,1842.2%ETFVVisa$13,088,559$26,548 ▼-0.2%41,4142.2%Business ServicesAMEAMETEK$11,419,530$142,947 ▼-1.2%63,3501.9%Computer and TechnologyGOOGAlphabet$10,506,868$144,733 ▲1.4%55,1721.7%Computer and TechnologyAPDAir Products and Chemicals$8,708,174$36,255 ▼-0.4%30,0241.4%Basic MaterialsBACBank of America$8,678,707$97,964 ▲1.1%197,4681.4%FinanceRSGRepublic Services$8,416,214$307,405 ▲3.8%41,8341.4%Business ServicesAVGOBroadcom$8,303,598$754,177 ▲10.0%35,8161.4%Computer and TechnologyABTAbbott Laboratories$8,108,192$197,264 ▼-2.4%71,6841.3%MedicalECLEcolab$8,020,178$118,568 ▲1.5%34,2271.3%Basic MaterialsMRKMerck & Co., Inc.$7,816,235$512,819 ▼-6.2%78,5711.3%MedicalAMDAdvanced Micro Devices$7,427,136$60,395 ▲0.8%61,4881.2%Computer and TechnologySPGIS&P Global$6,546,289$80,683 ▼-1.2%13,1441.1%Business ServicesFIFiserv$6,220,734$528,751 ▼-7.8%30,2831.0%Business ServicesIBDQiShares iBonds Dec 2025 Term Corporate ETF$6,141,467$1,784,790 ▼-22.5%245,1681.0%ETFRSPInvesco S&P 500 Equal Weight ETF$5,250,376$140,884 ▼-2.6%29,9630.9%ETFHDHome Depot$4,837,088$21,394 ▲0.4%12,4350.8%Retail/WholesaleFCXFreeport-McMoRan$4,404,015$189,600 ▼-4.1%115,6520.7%Basic MaterialsPHParker-Hannifin$4,114,528$1,079,356 ▲35.6%6,4690.7%Industrial ProductsCVXChevron$4,111,014$16,946 ▼-0.4%28,3830.7%Oils/EnergyMUMicron Technology$3,875,605$54,873 ▲1.4%46,0500.6%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,351,539$185,292 ▼-5.2%64,8270.6%ManufacturingGOOGLAlphabet$2,983,368$223,942 ▲8.1%15,7600.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,399,641$493,188 ▼-17.0%38,5110.4%ETFHONHoneywell International$2,326,033$89,680 ▲4.0%10,2970.4%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$2,233,318$2,694 ▲0.1%4,1450.4%ETFBRK.BBerkshire Hathaway$2,230,002$96,996 ▲4.5%4,9200.4%FinanceLLYEli Lilly and Company$2,075,996$1,544 ▲0.1%2,6890.3%MedicalIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,896,674$480,135 ▲33.9%79,1600.3%ETFNEENextEra Energy$1,754,039$365,189 ▲26.3%24,4670.3%UtilitiesFTECFidelity MSCI Information Technology Index ETF$1,738,612$58,607 ▼-3.3%9,4040.3%ETFULUnilever$1,706,954$36,855 ▲2.2%30,1050.3%Consumer StaplesNXPINXP Semiconductors$1,670,398$3,118 ▲0.2%8,0370.3%Computer and TechnologyIGEBiShares Investment Grade Bond Factor ETF$1,619,140$98,169 ▲6.5%36,5000.3%ETFWFCWells Fargo & Company$1,601,6050.0%22,8020.3%FinanceRTXRTX$1,583,744$195,220 ▼-11.0%13,6860.3%AerospaceUSBU.S. Bancorp$1,539,3130.0%32,1830.3%FinanceMSMorgan Stanley$1,438,237$8,172 ▲0.6%11,4400.2%FinanceVMCVulcan Materials$1,412,1930.0%5,4900.2%ConstructionWMTWalmart$1,352,746$5,060 ▼-0.4%14,9720.2%Retail/WholesaleTXNTexas Instruments$1,342,947$1,688 ▲0.1%7,1620.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,264,761$56,850 ▲4.7%2,1580.2%FinanceETNEaton$1,234,888$105,867 ▲9.4%3,7210.2%Industrial ProductsIHAKiShares Cybersecurity and Tech ETF$1,215,7490.0%24,9180.2%ETFIEXIDEX$1,075,1230.0%5,1370.2%Industrial ProductsGREIGS FUT RE & INF EQY ETF$1,059,074$5,220 ▼-0.5%31,4450.2%ETFANSSANSYS$1,054,156$75,899 ▲7.8%3,1250.2%Computer and TechnologyNVDANVIDIA$1,042,535$194,057 ▼-15.7%7,7630.2%Computer and TechnologyKOCoca-Cola$1,033,433$42,896 ▲4.3%16,5990.2%Consumer StaplesTJXTJX Companies$999,824$39,747 ▲4.1%8,2760.2%Retail/WholesaleCARRCarrier Global$983,558$63,960 ▼-6.1%14,4090.2%Computer and TechnologyFSLRFirst Solar$932,133$88,649 ▲10.5%5,2890.2%Oils/EnergyFDXFedEx$917,7200.0%3,2620.2%TransportationMRVLMarvell Technology$914,526$3,104,308 ▼-77.2%8,2800.2%Computer and TechnologyUNHUnitedHealth Group$912,741$11,637 ▲1.3%1,8040.2%MedicalXOMExxon Mobil$899,931$147,694 ▲19.6%8,3660.1%Oils/EnergyUNPUnion Pacific$871,797$104,442 ▲13.6%3,8230.1%TransportationCHDChurch & Dwight$869,0930.0%8,3000.1%Consumer StaplesORCLOracle$786,0410.0%4,7170.1%Computer and TechnologyNKENIKE$776,426$219,436 ▼-22.0%10,2610.1%Consumer DiscretionaryADPAutomatic Data Processing$669,766$52,691 ▼-7.3%2,2880.1%Business ServicesACNAccenture$633,222$17,590 ▲2.9%1,8000.1%Computer and TechnologyMTBM&T Bank$629,8340.0%3,3500.1%FinanceQQQInvesco QQQ$614,277$1,022 ▲0.2%1,2020.1%FinanceCCICrown Castle$612,358$4,810 ▼-0.8%6,7470.1%FinanceTFXTeleflex$601,572$177,980 ▼-22.8%3,3800.1%MedicalJNJJohnson & Johnson$588,160$54,232 ▲10.2%4,0670.1%MedicalARWRArrowhead Pharmaceuticals$564,0000.0%30,0000.1%MedicalAWKAmerican Water Works$550,8680.0%4,4250.1%UtilitiesEPDEnterprise Products Partners$549,805$313,758 ▲132.9%17,5320.1%Oils/EnergyIBMInternational Business Machines$545,891$109,046 ▲25.0%2,4830.1%Computer and TechnologyIDAIDACORP$537,767$5,573 ▼-1.0%4,9210.1%UtilitiesXVViShares ESG Screened S&P 500 ETF$510,161$90,599 ▲21.6%11,2620.1%ETFLDOSLeidos$507,8120.0%3,5250.1%AerospaceGLWCorning$497,092$10,454 ▲2.1%10,4610.1%Computer and TechnologyPPBIPacific Premier Bancorp$479,3860.0%19,2370.1%FinancePEPPepsiCo$470,778$6,995 ▲1.5%3,0960.1%Consumer StaplesVERALTO CORP COM SHS$418,502$32,388 ▲8.4%4,1090.1%StockVIGVanguard Dividend Appreciation ETF$414,572$15,862 ▼-3.7%2,1170.1%ETFDSIiShares MSCI KLD 400 Social ETF$412,7010.0%3,7430.1%ETFGLDSPDR Gold Shares$409,2000.0%1,6900.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$400,6510.0%5,1360.1%ETFShowing largest 100 holdings. 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