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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 $507,037,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,106,667 $46,515,200 9.17%
2.
Ishares Trust
 IEF 55,647 $31,267,959 6.17%
3.
Costco Wholesale Corp W
 COST 32,188 $30,443,239 6%
4.
Microsoft Corp
 MSFT 68,770 $25,815,410 5.09%
5.
Sector Spdr Trust
 XLB 106,298 $21,948,479 4.33%
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)