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Home > Institutional Investor > Buffington Mohr Mcneal > Profile

Instuitional Investor - Buffington Mohr Mcneal

Fund Profile
Filing Period:
Fund Name: Buffington Mohr Mcneal
Portfolio Value $603,060,930
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,108,461 $48,874,128 8.1%
2.
Costco Wholesale Corp W
 COST 35,038 $32,104,144 5.32%
3.
Microsoft Corp
 MSFT 75,336 $31,754,124 5.26%
4.
Ishares Trust
 IEF 52,128 $30,686,463 5.08%
5.
Sector Spdr Trust
 XLB 106,799 $24,832,936 4.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)