Buffington Mohr McNeal 13F Holdings

CIK 0001317829 · BOISE, ID

As of Mar 31, 2025, Buffington Mohr McNeal reported 111 positions worth $507.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SCHWAB US LARGE-CAP ETFSCHXEquity2,106,667$46.5M9.17%
ISHARES CORE S&P 500 ETFIVV—55,647$31.3M6.17%
COSTCO WHOLESALE CORPCOSTConsumer Defensive32,188$30.4M6.00%
MICROSOFT CORPMSFTTechnology68,770$25.8M5.09%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—106,298$21.9M4.33%
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETFJIRE—253,125 6.1M3.18%
JANUS HENDERSON AAA CLO ETFJAAA—306,263 5.5M3.06%
AMPHENOL CORP-CL AAPHTechnology216,946 4.2M2.81%
ISHARES IBONDS DEC 2031 TERM CORPORATE ETFIBDW—673,998 4.0M2.76%
ISHARES IBONDS DEC 2026 TERM CORPORATE ETFIBDR—571,694 3.8M2.73%
ISHARES IBONDS DEC 2030 TERM CORPORATE ETFIBDV—634,284 3.8M2.72%
ISHARES CORE S&P SMALL-CAP ETFIJR—129,642 3.6M2.67%
JPMORGAN CHASE & COJPMFinancial Services54,788 3.4M2.65%
VISA INC-CLASS A SHARESVFinancial Services36,732 2.9M2.54%
APPLE INCAAPLTechnology53,639 1.9M2.35%
KKR & CO INCKKRFinancial Services100,539 1.6M2.29%
UNITED RENTALS INCURIIndustrials17,480 1.0M2.16%
DANAHER CORPDHRHealthcare53,430 1.0M2.16%
THERMO FISHER SCIENTIFIC INCTMOHealthcare21,714 0.8M2.13%
AMAZON.COM INCAMZNEquity52,124$9.9M1.96%
AMETEK INCAMEIndustrials56,588$9.7M1.92%
ABBOTT LABORATORIESABTHealthcare68,907$9.1M1.80%
REPUBLIC SERVICES INCRSGIndustrials35,275$8.5M1.68%
ECOLAB INCECLBasic Materials32,569$8.3M1.63%
ALPHABET INCGOOGEquity46,385$7.2M1.43%