Buffalo Business & Estate Services LTD reported 66 positions worth $364.70M for the quarter ended Mar 31, 2026, down 3.8% on the prior quarter. It opened 5 new positions, added to 25, trimmed 34 and exited 18. Its largest holding is Nvidia Corp at 24.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | +47.8K | +36.1% | $9.96M | 10.3% |
| NFLX Netflix Inc | +91.5K | +60.9% | $8.80M | 6.38% |
| BA Boeing Co | +31.9K | +439.2% | $6.35M | 2.14% |
| NEE Nextera Energy Inc | +43.3K | +1,638.5% | $4.03M | 1.17% |
| PANW Palo Alto Networks Inc | +9,578 | +23.7% | $1.54M | 2.2% |
| MSFT Microsoft Corp | +2,396 | +11.8% | $886.95K | 2.3% |
| COF Capital One Financial Corp | +4,418 | +19.7% | $805.96K | 1.34% |
| META Meta Platforms, Inc. | +1,337 | +9.7% | $764.95K | 2.36% |
| GLW Corning Inc | +5,558 | – | $755.77K | 0.207% |
| AVGO Broadcom Inc. | +2,367 | +8.3% | $732.60K | 2.61% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | -79.2K | -92.0% | $11.58M | 0.276% |
| CEG Constellation Energy Corp | -11.2K | -100.0% | $3.94M | Exited |
| GOOGL Alphabet Inc. | -8,672 | -8.1% | $2.49M | 7.75% |
| LMT Lockheed Martin Corp | -2,017 | -20.7% | $1.22M | 1.28% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -3,516 | -13.2% | $1.19M | 2.15% |
| KLAC Kla Corp | -6,120 | -14.9% | $901.15K | 1.41% |
| SNOW Snowflake Inc. | -3,683 | -100.0% | $807.90K | Exited |
| CVX Chevron Corp | -3,846 | -14.3% | $795.73K | 1.31% |
| TT Trane Technologies plc | -1,643 | -14.8% | $684.72K | 1.08% |
| AMGN Amgen Inc | -1,663 | -9.9% | $585.13K | 1.45% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CEG Constellation Energy Corp | -11.2K | $3.94M | 1.04% |
| SNOW Snowflake Inc. | -3,683 | $807.90K | 0.213% |
| RDDT Reddit, Inc. | -1,795 | $412.62K | 0.109% |
| IBM International Business Machines Corp | -1,116 | $330.61K | 0.087% |
| TMUS T-Mobile US, Inc. | -1,569 | $318.51K | 0.084% |
| CMG Chipotle Mexican Grill Inc | -8,533 | $315.72K | 0.083% |
| MRVL Marvell Technology, Inc. | -3,426 | $291.17K | 0.077% |
| TOST Toast, Inc. | -8,121 | $288.38K | 0.076% |
| ABT Abbott Laboratories | -2,236 | $280.20K | 0.074% |
| SO Southern Co | -3,096 | $269.93K | 0.071% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 518.1K | $90.36M | 24.78% | +2,486 | +0.5% | Added | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 180.4K | $37.56M | 10.3% | +47.8K | +36.1% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 139.5K | $35.40M | 9.71% | +2,272 | +1.7% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 98.3K | $28.25M | 7.75% | -8,672 | -8.1% | Reduced | 0% |
| 5 | NFLX Netflix Inc | Technology | 241.8K | $23.25M | 6.38% | +91.5K | +60.9% | Added | 0.01% |
| 6 | LLY ELI LILLY & Co | Healthcare | 10.4K | $9.52M | 2.61% | -209 | -2.0% | Reduced | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 30.7K | $9.51M | 2.61% | +2,367 | +8.3% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 15.1K | $8.61M | 2.36% | +1,337 | +9.7% | Added | 0% |
| 9 | MSFT Microsoft Corp | Technology | 22.7K | $8.40M | 2.3% | +2,396 | +11.8% | Added | 0% |
| 10 | PANW Palo Alto Networks Inc | Technology | 50.0K | $8.02M | 2.2% | +9,578 | +23.7% | Added | 0.01% |
| 11 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 23.2K | $7.85M | 2.15% | -3,516 | -13.2% | Reduced | 0% |
| 12 | BA Boeing Co | Industrials | 39.2K | $7.79M | 2.14% | +31.9K | +439.2% | Added | 0% |
| 13 | COST Costco Wholesale Corp | Consumer Staples | 5,880 | $5.86M | 1.61% | -570 | -8.8% | Reduced | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 23.4K | $5.72M | 1.57% | -2,054 | -8.1% | Reduced | 0% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 18.5K | $5.44M | 1.49% | +1,113 | +6.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Buffalo Business & Estate Services.
As of its Q1 2026 13F filing, Buffalo Business & Estate Services LTD’s five largest positions were Nvidia Corp (NVDA) at 24.8%, Amazon Com Inc (AMZN) at 10.3%, Apple Inc. (AAPL) at 9.7%, Alphabet Inc. (GOOGL) at 7.7%, Netflix Inc (NFLX) at 6.4% of the reported portfolio.
Buffalo Business & Estate Services LTD reported a 13F portfolio worth $364.70M across 66 positions for Q1 2026. That is down 3.8% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($9.96M), Netflix Inc ($8.80M), Boeing Co ($6.35M). It opened 5 new positions.
Its largest sales by value were Palantir Technologies Inc. ($11.58M), Constellation Energy Corp ($3.94M), Alphabet Inc. ($2.49M). It exited 18 positions entirely.
From the Form 13F-HR reports Buffalo Business & Estate Services LTD files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.