Buffalo Business & Estate Services Ltd holds a focused book of 105 reported positions worth $792.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Keel Infrastructure Corp first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Unitedhealth Group Inc and trimmed Vanguard Int-Term Corporate. Their largest long position is Vanguard Int-Term Corporate at 15% of the reported non-option book. Cloning the disclosed picks since 2026 would be +8% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.3 points over this window.
Growth of $10,000 cloning Buffalo Business & Estate Services Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
51% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Buffalo Business & Estate Services Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| BlueSpruce Investments, LP | 10 / 80 | $642.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| Swiss Re Ltd | 43 / 80 | $1.0B |
| Prospect Hill Management, LLC | 10 / 80 | $244.4M |
| Draper Asset Management, LLC | 13 / 80 | $185.5M |
| Uhlmann Price Securities, LLC | 39 / 80 | $2.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Buffalo Business & Estate Services Ltd: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS INT-TERM CORP | $115.2M | 1.39M | 14.5% | ▼−14% Reduced · −235K sh | |
| 2 | Nvidia Corporation COM | $88.8M | 444.0K | 11.2% | ▼−14% Reduced · −74K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $80.4M | 368.7K | 10.1% | ▲+9.1% Added · +31K sh | |
| 4 | Ishares TR ISHS 1-5YR INVS | $62.4M | 1.19M | 7.9% | ▲287× Added · +1.2M sh | |
| 5 | Ishares TR CORE MSCI EAFE | $41.8M | 432.6K | 5.3% | ▼−3.5% Reduced · −16K sh | |
| 6 | Apple Inc COM | $38.5M | 133.1K | 4.9% | ▼−4.6% Reduced · −6K sh | |
| 7 | Ishares TR CORE US AGGBD ET | $38.3M | 386.7K | 4.8% | ▼−9.6% Reduced · −41K sh | |
| 8 | Alphabet Inc CAP STK CL A | $35.8M | 100.1K | 4.5% | ▲+1.9% Added · +2K sh | |
| 9 | Amazon Com Inc COM | $34.1M | 142.9K | 4.3% | ▼−21% Reduced · −37K sh | |
| 10 | Ishares TR S&P MC 400GR ETF | $16.8M | 143.1K | 2.1% | ▲+80% Added · +64K sh | |
| 11 | Eli Lilly & Co COM | $12.5M | 10.5K | 1.6% | ▲+0.9% Added · +99 sh | |
| 12 | Goldman Sachs Group Inc COM | $11.9M | 11.8K | 1.5% | ▲13× Added · +11K sh | |
| 13 | Ge Vernova Inc COM | $11.7M | 9.9K | 1.5% | ▲+195% Added · +7K sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.6M | 24.2K | 1.5% | ▲+4.3% Added · +1K sh | |
| 15 | Palo Alto Networks Inc COM | $11.4M | 33.5K | 1.4% | ▼−33% Reduced · −17K sh | |
| 16 | Broadcom Inc COM | $11.2M | 29.6K | 1.4% | ▼−3.5% Reduced · −1K sh | |
| 17 | Kla Corp COM NEW | $10.9M | 36.2K | 1.4% | ▲10× Added · +33K sh | |
| 18 | Boeing Co COM | $9.7M | 44.8K | 1.2% | ▲+14% Added · +6K sh | |
| 19 | Microsoft Corp COM | $9.6M | 25.8K | 1.2% | ▲+13% Added · +3K sh | |
| 20 | Meta Platforms Inc CL A | $8.7M | 15.4K | 1.1% | ▲+2.2% Added · +336 sh | |
| 21 | Unitedhealth Group Inc COM | $8.2M | 19.8K | 1.0% | ▲New New position | |
| 22 | Capital One Finl Corp COM | $7.9M | 39.4K | 1.0% | ▲+47% Added · +13K sh | |
| 23 | Ishares TR RUS 1000 GRW ETF | $7.8M | 63.2K | 1.0% | ▲+330% Added · +48K sh | |
| 24 | United Rentals Inc COM | $6.6M | 5.8K | 0.8% | ▲+4.5% Added · +249 sh | |
| 25 | JPMorgan Chase & Co COM | $6.4M | 19.6K | 0.8% | ▲+5.8% Added · +1K sh | |
| 26 | Johnson & Johnson COM | $6.3M | 24.9K | 0.8% | ▲+6.4% Added · +1K sh | |
| 27 | Lowes Cos Inc COM | $6.2M | 27.9K | 0.8% | ▲+31% Added · +7K sh | |
| 28 | Mastercard Incorporated CL A | $5.9M | 11.4K | 0.7% | ▲+6.8% Added · +725 sh | |
| 29 | Costco Wholesale Corporation COM | $5.8M | 6.2K | 0.7% | ▲+4.7% Added · +274 sh | |
| 30 | Ishares TR RUS 1000 VAL ETF | $5.6M | 23.1K | 0.7% | ▲+6.1% Added · +1K sh | |
| 31 | Trane Technologies PLC SHS | $4.9M | 9.9K | 0.6% | ▲+4.3% Added · +407 sh | |
| 32 | SPDR Series Trust ST STR P500GRW | $4.8M | 40.5K | 0.6% | ▲+2.0% Added · +783 sh | |
| 33 | NextEra Energy Inc COM | $4.5M | 51.7K | 0.6% | ▲+13% Added · +6K sh | |
| 34 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.2M | 59.2K | 0.5% | ▲+7.5% Added · +4K sh | |
| 35 | Lockheed Martin Corp COM | $4.2M | 8.3K | 0.5% | ▲+7.1% Added · +548 sh | |
| 36 | Chevron Corporation COM | $4.0M | 24.1K | 0.5% | ▲+4.2% Added · +973 sh | |
| 37 | Robinhood MKTS Inc COM CL A | $2.2M | 21.7K | 0.3% | ▲+45% Added · +7K sh | |
| 38 | Crowdstrike Hldgs Inc CL A | $1.9M | 2.5K | 0.2% | ▼−4.4% Reduced · −115 sh | |
| 39 | Ishares TR RUS MID CAP ETF | $1.7M | 15.4K | 0.2% | ▲+4.8% Added · +703 sh | |
| 40 | Ishares TR RUSSELL 2000 ETF | $1.4M | 4.7K | 0.2% | ▲+19% Added · +753 sh | |
| 41 | Vanguard Index FDS S&P 500 ETF SHS | $1.3M | 1.9K | 0.2% | ▲+78% Added · +825 sh | |
| 42 | ASML Hldg NV N Y REGISTRY SHS | $1.1M | 544 | 0.1% | ▲New New position | |
| 43 | Corning Inc COM | $1.1M | 4.2K | 0.1% | ▼−24% Reduced · −1K sh | |
| 44 | Ishares TR EXPANDED TECH | $1.0M | 11.4K | 0.1% | ▲New New position | |
| 45 | Advanced Micro Devices Inc COM | $972K | 1.7K | 0.1% | ▼−0.7% Reduced · −12 sh | |
| 46 | Seagate Technology HLDNGS PL ORD SHS | $919K | 952 | 0.1% | ▲+0.4% Added · +4 sh | |
| 47 | Arista Networks Inc COM SHS | $916K | 5.4K | 0.1% | ▼−2.8% Reduced · −158 sh | |
| 48 | Uber Technologies Inc COM | $885K | 12.3K | 0.1% | ▼−57% Reduced · −16K sh | |
| 49 | Linde PLC SHS | $837K | 1.6K | 0.1% | ▲New New position | |
| 50 | Quanta Svcs Inc COM | $810K | 1.1K | 0.1% | ▼−2.9% Reduced · −34 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2103405/holdings"
Use Arkolith to show BUFFALO BUSINESS & ESTATE SERVICES LTD's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.