Arkolith/Funds/Buffalo Business & Estate Services Ltd

Buffalo Business & Estate Services Ltd

CIK 2103405
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Buffalo Business & Estate Services Ltd holds a focused book of 105 stocks worth $792.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Unitedhealth Group Inc and trimmed Vanguard Int-Term Corporate. Their largest long position is Vanguard Int-Term Corporate at 15% of the equity book. Cloning the disclosed picks since 2026 would be +5% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show BUFFALO BUSINESS & ESTATE SERVICES LTD's latest
holdings, largest changes, and filing provenance.
Opened
41
new positions
Added to
47
existing
Trimmed
33
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+5.3%
+10.6%/yr · since Jan '26
Their reported book
+2.5%
held from quarter-end
S&P 500
+8.1%
same window
$9K$10K$10K$11K$11KJan '26Feb '26Apr '26May '26Jun '26Jul '26
Buffalo Business & Estate Services Ltd (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.8 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 the ~45-day reporting lag, 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.

Concentration

Top-heavy: focused book

Top 5 holdings
49%
Top 10 holdings
70%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

51% mapped to company sectors

ETF / fund or unclassified
49%
Information Technology
32%
Consumer Discretionary
6%
Financials
5%
Health Care
4%
Industrials
3%
Utilities
1%
Energy
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Buffalo Business & Estate Services Ltd

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$646.4B
JPMORGAN CHASE & CO79 / 80$581.8B
ROYAL BANK OF CANADA79 / 80$182.4B
UBS Group AG79 / 80$169.8B
FMR LLC78 / 80$910.7B
BANK OF AMERICA CORP /DE/78 / 80$481.0B
GOLDMAN SACHS GROUP INC78 / 80$286.1B
Bank of New York Mellon Corp78 / 80$225.9B

Ranked by how many of Buffalo Business & Estate Services Ltd's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

105 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
INT-TERM CORP
$115.2M1.39M
14.5%
−14%
Reduced · −235K sh
2Nvidia Corporation
COM
$88.8M444.0K
11.2%
−14%
Reduced · −74K sh
3Vanguard Index FDS
VALUE ETF
$80.4M368.7K
10.1%
+9.1%
Added · +31K sh
4Ishares TR
ISHS 1-5YR INVS
$62.4M1.19M
7.9%
287×
Added · +1.2M sh
5Ishares TR
CORE MSCI EAFE
$41.8M432.6K
5.3%
−3.5%
Reduced · −16K sh
6Apple Inc
COM
$38.5M133.1K
4.9%
−4.6%
Reduced · −6K sh
7Ishares TR
CORE US AGGBD ET
$38.3M386.7K
4.8%
−9.6%
Reduced · −41K sh
8Alphabet Inc
CAP STK CL A
$35.8M100.1K
4.5%
+1.9%
Added · +2K sh
9Amazon Com Inc
COM
$34.1M142.9K
4.3%
−21%
Reduced · −37K sh
10Ishares TR
S&P MC 400GR ETF
$16.8M143.1K
2.1%
+80%
Added · +64K sh
11Eli Lilly & Co
COM
$12.5M10.5K
1.6%
+0.9%
Added · +99 sh
12Goldman Sachs Group Inc
COM
$11.9M11.8K
1.5%
13×
Added · +11K sh
13Ge Vernova Inc
COM
$11.7M9.9K
1.5%
+195%
Added · +7K sh
14Taiwan Semiconductor Manufac
SPONSORED ADS
$11.6M24.2K
1.5%
+4.3%
Added · +1K sh
15Palo Alto Networks Inc
COM
$11.4M33.5K
1.4%
−33%
Reduced · −17K sh
16Broadcom Inc
COM
$11.2M29.6K
1.4%
−3.5%
Reduced · −1K sh
17Kla Corp
COM NEW
$10.9M36.2K
1.4%
10×
Added · +33K sh
18Boeing Co
COM
$9.7M44.8K
1.2%
+14%
Added · +6K sh
19Microsoft Corp
COM
$9.6M25.8K
1.2%
+13%
Added · +3K sh
20Meta Platforms Inc
CL A
$8.7M15.4K
1.1%
+2.2%
Added · +336 sh
21Unitedhealth Group Inc
COM
$8.2M19.8K
1.0%
New
New position
22Capital One Finl Corp
COM
$7.9M39.4K
1.0%
+47%
Added · +13K sh
23Ishares TR
RUS 1000 GRW ETF
$7.8M63.2K
1.0%
+330%
Added · +48K sh
24United Rentals Inc
COM
$6.6M5.8K
0.8%
+4.5%
Added · +249 sh
25JPMorgan Chase & Co
COM
$6.4M19.6K
0.8%
+5.8%
Added · +1K sh
26Johnson & Johnson
COM
$6.3M24.9K
0.8%
+6.4%
Added · +1K sh
27Lowes Cos Inc
COM
$6.2M27.9K
0.8%
+31%
Added · +7K sh
28Mastercard Incorporated
CL A
$5.9M11.4K
0.7%
+6.8%
Added · +725 sh
29Costco Wholesale Corporation
COM
$5.8M6.2K
0.7%
+4.7%
Added · +274 sh
30Ishares TR
RUS 1000 VAL ETF
$5.6M23.1K
0.7%
+6.1%
Added · +1K sh
31Trane Technologies PLC
SHS
$4.9M9.9K
0.6%
+4.3%
Added · +407 sh
32SPDR Series Trust
ST STR P500GRW
$4.8M40.5K
0.6%
+2.0%
Added · +783 sh
33NextEra Energy Inc
COM
$4.5M51.7K
0.6%
+13%
Added · +6K sh
34Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$4.2M59.2K
0.5%
+7.5%
Added · +4K sh
35Lockheed Martin Corp
COM
$4.2M8.3K
0.5%
+7.1%
Added · +548 sh
36Chevron Corporation
COM
$4.0M24.1K
0.5%
+4.2%
Added · +973 sh
37Robinhood MKTS Inc
COM CL A
$2.2M21.7K
0.3%
+45%
Added · +7K sh
38Crowdstrike Hldgs Inc
CL A
$1.9M2.5K
0.2%
−4.4%
Reduced · −115 sh
39Ishares TR
RUS MID CAP ETF
$1.7M15.4K
0.2%
+4.8%
Added · +703 sh
40Ishares TR
RUSSELL 2000 ETF
$1.4M4.7K
0.2%
+19%
Added · +753 sh
41Vanguard Index FDS
S&P 500 ETF SHS
$1.3M1.9K
0.2%
+78%
Added · +825 sh
42ASML Hldg NV
N Y REGISTRY SHS
$1.1M544
0.1%
New
New position
43Corning Inc
COM
$1.1M4.2K
0.1%
−24%
Reduced · −1K sh
44Ishares TR
EXPANDED TECH
$1.0M11.4K
0.1%
New
New position
45Advanced Micro Devices Inc
COM
$972K1.7K
0.1%
−0.7%
Reduced · −12 sh
46Seagate Technology HLDNGS PL
ORD SHS
$919K952
0.1%
+0.4%
Added · +4 sh
47Arista Networks Inc
COM SHS
$916K5.4K
0.1%
−2.8%
Reduced · −158 sh
48Uber Technologies Inc
COM
$885K12.3K
0.1%
−57%
Reduced · −16K sh
49Linde PLC
SHS
$837K1.6K
0.1%
New
New position
50Quanta Svcs Inc
COM
$810K1.1K
0.1%
−2.9%
Reduced · −34 sh
Showing 50 of 105 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026105$792.9M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202687$689.0M13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026101$696.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.