Buffington Mohr McNeal - Portfolio overview

Buffington Mohr McNeal has 111 reported holdings in this dataset, with the latest filing dated 2025-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHX - SCHWAB U.S. LARGE-CAP ETF, 9.17%
2. IVV - ISHARES CORE S&P 500 ETF, 6.17%
3. COST - COSTCO WHSL CORP NEW COM, 6.00%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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