BUFFALO BUSINESS & ESTATE SERVICES LTD

Q1 2026 13F-HR Holdings

Location
Orchard Park, NY
Holdings as of
3/31/2026
Date filed
4/17/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$689,036
Net value change ($000)
-6,920 (-1.0%)
New positions
8
Sold out positions
21
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NFLX 9,158 65.0%
TLT 8,463 NEW
IEFA 7,120 21.3%
AMZN 6,974 22.8%
BA 6,217 394.2%
NEE 4,059 1914.6%
VEA 955 37.1%
GEV 787 36.6%
GLW 756 NEW
MU 704 NEW
Top Reduces (Value $000, Stocks/ETFs)
PLTR -14,287 -93.4%
NVDA -5,806 -6.0%
VTV -5,549 -7.7%
GOOGL -5,214 -15.6%
CEG -3,940 -100.0%
AAPL -1,903 -5.1%
LLY -1,829 -16.1%
AGG -1,420 -3.2%
MSFT -1,417 -14.4%
CRWD -814 -44.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type