Buffington Mohr Mcneal Top Holdings and 13F Report (2024) About Buffington Mohr McnealInvestment ActivityBuffington Mohr Mcneal has $570.18 million in total holdings as of June 30, 2024.Buffington Mohr Mcneal owns shares of 123 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 4.58% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Buffington Mohr Mcneal has purchased 129 new stocks and bought additional shares in 53 stocks.Buffington Mohr Mcneal sold shares of 46 stocks and completely divested from 9 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $44,548,932Microsoft $33,081,628Costco Wholesale $29,909,830Technology Select Sector SPDR Fund $24,276,018iShares Core S&P 500 ETF $23,200,931 Largest New Holdings this Quarter Janus Henderson AAA CLO ETF $3,001,055 HoldingiShares ESG Screened S&P 500 ETF $389,492 HoldingIntuitive Surgical $213,083 Holding Largest Purchases this Quarter Amphenol 119,793 shares (about $8.07M)Janus Henderson AAA CLO ETF 58,983 shares (about $3.00M)iShares Core S&P 500 ETF 3,583 shares (about $1.96M)Broadcom 1,163 shares (about $1.87M)Pacer US Small Cap Cash Cows 100 ETF 28,456 shares (about $1.24M) Largest Sales this Quarter Abbott Laboratories 13,718 shares (about $1.43M)iShares iBonds Dec 2025 Term Corporate ETF 30,203 shares (about $750.85K)S&P Global 1,623 shares (about $723.85K)United Rentals 718 shares (about $464.35K)Fiserv 2,541 shares (about $378.71K) 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$44,548,932$141,992 ▲0.3%693,3697.8%ETFMSFTMicrosoft$33,081,628$382,144 ▲1.2%74,0165.8%Computer and TechnologyCOSTCostco Wholesale$29,909,830$368,050 ▼-1.2%35,1885.2%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$24,276,018$88,003 ▼-0.4%107,3074.3%ETFIVViShares Core S&P 500 ETF$23,200,931$1,960,727 ▲9.2%42,3974.1%ETFAPHAmphenol$16,894,100$8,070,452 ▲91.5%250,7663.0%Computer and TechnologyJIREJPMorgan International Research Enhanced Equity ETF$16,268,677$619,490 ▲4.0%259,8832.9%ETFCALFPacer US Small Cap Cash Cows 100 ETF$15,900,592$1,239,545 ▲8.5%365,0272.8%ETFDHRDanaher$15,881,741$6,246 ▼0.0%63,5652.8%Multi-Sector ConglomeratesTMOThermo Fisher Scientific$15,161,830$150,418 ▼-1.0%27,4172.7%MedicalJPMJPMorgan Chase & Co.$13,544,393$386,925 ▲2.9%66,9652.4%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$13,489,371$81,036 ▼-0.6%566,3042.4%ETFURIUnited Rentals$12,821,484$464,354 ▼-3.5%19,8252.2%ConstructionIBDViShares iBonds Dec 2030 Term Corporate ETF$12,617,065$133,003 ▲1.1%593,4652.2%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$12,532,843$244,799 ▲2.0%617,6862.2%ETFKKRKKR & Co. Inc.$12,201,121$352,765 ▼-2.8%115,9362.1%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$12,079,892$750,846 ▼-5.9%485,9172.1%ETFAMZNAmazon.com$11,441,107$657,626 ▲6.1%59,2042.0%Retail/WholesaleAAPLApple$11,226,097$76,666 ▼-0.7%53,3002.0%Computer and TechnologyAMEAMETEK$10,765,532$250,067 ▲2.4%64,5761.9%Computer and TechnologyVVisa$10,703,168$291,864 ▲2.8%40,7791.9%Business ServicesHONHoneywell International$10,446,660$308,140 ▼-2.9%48,9211.8%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$10,292,545$43,454 ▲0.4%83,1381.8%MedicalAMDAdvanced Micro Devices$9,564,064$428,559 ▲4.7%58,9611.7%Computer and TechnologyABTAbbott Laboratories$8,262,555$1,425,446 ▼-14.7%79,5161.4%MedicalAPDAir Products and Chemicals$8,088,958$46,966 ▲0.6%31,3461.4%Basic MaterialsECLEcolab$7,758,871$199,684 ▲2.6%32,6001.4%Basic MaterialsGOOGAlphabet$7,748,004$733,128 ▲10.5%42,2421.4%Computer and TechnologyBACBank of America$7,580,387$810,869 ▲12.0%190,6061.3%FinanceRSGRepublic Services$7,232,376$815,258 ▲12.7%37,2151.3%Business ServicesSPGIS&P Global$6,419,642$723,849 ▼-10.1%14,3941.1%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$6,392,889$164,607 ▲2.6%38,9151.1%ETFMUMicron Technology$5,959,128$4,867 ▼-0.1%45,3061.0%Computer and TechnologyFCXFreeport-McMoRan$5,691,578$164,899 ▲3.0%117,1111.0%Basic MaterialsELVElevance Health$5,391,255$396,081 ▲7.9%9,9500.9%MedicalFIFiserv$4,943,359$378,711 ▼-7.1%33,1680.9%Business ServicesCVXChevron$4,453,748$35,351 ▲0.8%28,4730.8%Oils/EnergyAVGOBroadcom$4,344,729$1,867,302 ▲75.4%2,7060.8%Computer and TechnologyHDHome Depot$4,340,864$245,443 ▲6.0%12,6100.8%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,842,314$264,090 ▼-6.4%74,9870.7%ManufacturingGOOGLAlphabet$3,732,071$104,190 ▼-2.7%20,4890.7%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$3,001,055$3,001,055 ▲New Holding58,9830.5%ETFIJHiShares Core S&P Mid-Cap ETF$2,738,772$995 ▲0.0%46,8010.5%ETFLLYEli Lilly and Company$2,546,868$137,620 ▼-5.1%2,8130.4%MedicalMRVLMarvell Technology$2,531,498$207,044 ▼-7.6%36,2160.4%Business ServicesNXPINXP Semiconductors$2,194,848$13,454 ▼-0.6%8,1570.4%Computer and TechnologyIGEBiShares Investment Grade Bond Factor ETF$1,930,281$66,274 ▲3.6%43,5140.3%ETFVOOVanguard S&P 500 ETF$1,926,506$8,002 ▲0.4%3,8520.3%ETFBRK.BBerkshire Hathaway$1,719,015$81,354 ▼-4.5%4,2260.3%FinanceFTECFidelity MSCI Information Technology Index ETF$1,684,498$3,773 ▼-0.2%9,8210.3%ETFULUnilever$1,621,655$125,102 ▲8.4%29,4900.3%Consumer StaplesRTXRTX$1,541,890$65,755 ▼-4.1%15,3590.3%AerospaceTXNTexas Instruments$1,388,555$973 ▲0.1%7,1380.2%Computer and TechnologyVMCVulcan Materials$1,371,4700.0%5,5150.2%ConstructionNEENextEra Energy$1,354,100$5,382 ▲0.4%19,1230.2%UtilitiesWFCWells Fargo & Company$1,353,0760.0%22,7830.2%FinanceUSBU.S. Bancorp$1,288,067$8,575 ▲0.7%32,4450.2%FinanceIBDPiShares iBonds Dec 2024 Term Corporate ETF$1,191,898$30,106 ▲2.6%47,4290.2%ETFIHAKiShares Cybersecurity and Tech ETF$1,158,7670.0%25,2180.2%ETFGREIGoldman Sachs Future Real Estate and Infrastructure Equity ETF$1,115,0540.0%34,1600.2%ETFNVDANVIDIA$1,110,040$1,007,252 ▲979.9%8,9850.2%Computer and TechnologyMSMorgan Stanley$1,105,5360.0%11,3750.2%FinanceSPYSPDR S&P 500 ETF Trust$1,087,352$5,442 ▼-0.5%1,9980.2%FinanceKOCoca-Cola$1,071,233$18,586 ▼-1.7%16,8300.2%Consumer StaplesIEXIDEX$1,033,564$27,564 ▼-2.6%5,1370.2%Industrial ProductsNKENIKE$1,007,951$37,686 ▲3.9%13,3730.2%Consumer DiscretionaryETNEaton$1,003,987$118,835 ▲13.4%3,2020.2%Industrial ProductsFDXFedEx$979,601$1,499 ▲0.2%3,2670.2%TransportationCARRCarrier Global$968,026$126,160 ▼-11.5%15,3460.2%Computer and TechnologyANSSANSYS$932,350$192,900 ▲26.1%2,9000.2%Computer and TechnologyWMTWalmart$923,042$357,923 ▼-27.9%13,6320.2%Retail/WholesaleTFXTeleflex$921,245$21,033 ▼-2.2%4,3800.2%MedicalUNHUnitedHealth Group$913,784$20,374 ▲2.3%1,7940.2%MedicalIBDSiShares iBonds Dec 2027 Term Corporate ETF$910,876$497,452 ▲120.3%38,3850.2%ETFFSLRFirst Solar$884,705$7,891 ▼-0.9%3,9240.2%Oils/EnergyCNCCentene$866,6740.0%13,0720.2%MedicalTJXTJX Companies$863,514$6,386 ▲0.7%7,8430.2%Retail/WholesaleCHDChurch & Dwight$860,5440.0%8,3000.2%Consumer StaplesUNPUnion Pacific$761,817$2,941 ▲0.4%3,3670.1%TransportationACNAccenture$739,714$8,495 ▲1.2%2,4380.1%Computer and TechnologyXOMExxon Mobil$736,768$6,447 ▼-0.9%6,4000.1%Oils/EnergyORCLOracle$666,0400.0%4,7170.1%Computer and TechnologyCCICrown Castle$664,360$240,342 ▼-26.6%6,8000.1%FinanceADPAutomatic Data Processing$645,4180.0%2,7040.1%Business ServicesEWEdwards Lifesciences$622,020$3,141 ▲0.5%6,7340.1%MedicalAWKAmerican Water Works$577,345$313,859 ▼-35.2%4,4700.1%UtilitiesQQQInvesco QQQ$574,369$958 ▲0.2%1,1990.1%FinanceJNJJohnson & Johnson$561,099$7,308 ▼-1.3%3,8390.1%MedicalIDAIDACORP$510,741$9,315 ▼-1.8%5,4830.1%UtilitiesPEPPepsiCo$509,634$39,253 ▼-7.2%3,0900.1%Consumer StaplesMTBM&T Bank$507,0560.0%3,3500.1%FinanceLDOSLeidos$495,992$18,235 ▲3.8%3,4000.1%AerospaceVCSHVanguard Short-Term Corporate Bond ETF$456,3780.0%5,9060.1%ETFPPBIPacific Premier Bancorp$441,8740.0%19,2370.1%FinanceNEMNewmont$411,7910.0%9,8350.1%Basic MaterialsVIGVanguard Dividend Appreciation ETF$404,896$8,032 ▼-1.9%2,2180.1%ETFGLWCorning$397,851$31,079 ▼-7.2%10,2410.1%Computer and TechnologyXVViShares ESG Screened S&P 500 ETF$389,492$389,492 ▲New Holding9,2620.1%ETFDSIiShares MSCI KLD 400 Social ETF$388,744$3,635 ▼-0.9%3,7430.1%ETFVERALTO CORP COM SHS$361,927$19,094 ▲5.6%3,7910.1%StockShowing 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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