• 13F History

Buffington Mohr McNeal

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$603M
Signature - Title
Bruce R. Mohr - Partner
Location
Boise, ID
Summary
This page shows a list of all the recent 13F filings made by Buffington Mohr McNeal. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Buffington Mohr McNeal reported 133 stock holdings with total value $603M as of Q4 2024. Top holdings included SCHX, COST, MSFT, IVV, and XLK.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 133 $603M +$49.2M -$19.2M +$29.9M SCHX, COST, MSFT, IVV, XLK 13F-HR 1/22/2025, 03:50 PM
Q3 2024 130 $608M +$34.8M -$19.4M +$15.4M SCHX, MSFT, COST, IVV, XLK 13F-HR 10/16/2024, 03:33 PM
Q2 2024 123 $570M +$26.1M -$11.2M +$14.9M SCHX, MSFT, COST, XLK, IVV 13F-HR 7/11/2024, 04:08 PM
Q1 2024 129 $552M +$33.1M -$17.6M +$15.4M SCHX, MSFT, COST, XLK, IVV 13F-HR 4/18/2024, 02:15 PM
Q4 2023 129 $498M +$39.7M -$32.2M +$7.46M SCHX, MSFT, COST, XLK, IVV 13F-HR 1/30/2024, 11:40 AM
Q3 2023 120 $440M +$19.3M -$18.8M +$553K SCHX, MSFT, COST, XLK, DHR 13F-HR 10/25/2023, 11:17 AM
Q2 2023 123 $463M +$20.9M -$15.1M +$5.75M SCHX, MSFT, COST, XLK, IGSB 13F-HR 7/25/2023, 03:28 PM
Q1 2023 123 $436M +$12M -$12.5M -$475K SCHX, MSFT, IGSB, COST, XLK 13F-HR 4/26/2023, 02:03 PM
Q4 2022 120 $430M +$17.3M -$29.7M -$12.4M SCHX, IGSB, DHR, MSFT, COST 13F-HR 1/19/2023, 02:57 PM
Q3 2022 119 $415M +$13.2M -$18.1M -$4.85M IGSB, SCHX, COST, MSFT, DHR 13F-HR 10/11/2022, 02:12 PM
Q2 2022 119 $456M +$20.8M -$13.2M +$7.65M IGSB, SCHX, MSFT, COST, DHR 13F-HR 7/19/2022, 03:26 PM
Q1 2022 123 $528M +$63.8M -$12.4M +$51.4M IGSB, SCHX, MSFT, COST, XLK 13F-HR 5/2/2022, 02:08 PM
Q4 2021 131 $584M +$22.9M -$5.91M +$17M IGSB, SCHX, MSFT, COST, XLK 13F-HR 1/27/2022, 12:20 PM
Q3 2021 118 $522M +$19.2M -$12.7M +$6.48M IGSB, SCHX, MSFT, DHR, XLK 13F-HR 10/13/2021, 03:34 PM
Q2 2021 123 $510M +$16.9M -$3.5M +$13.4M IGSB, SCHX, MSFT, XLK, DHR 13F-HR 7/28/2021, 12:40 PM
Q1 2021 123 $466M +$36.9M -$8.49M +$28.5M IGSB, SCHX, XLK, MSFT, DHR 13F-HR 4/14/2021, 04:12 PM
Q4 2020 121 $430M +$21.8M -$4.7M +$17.1M IGSB, SCHX, XLK, MSFT, COST 13F-HR 1/20/2021, 11:50 AM
Q3 2020 116 $379M +$21M -$11.2M +$9.8M IGSB, SCHX, MSFT, XLK, FIS 13F-HR 10/26/2020, 02:29 PM
Q2 2020 115 $355M +$18.3M -$8.23M +$10.1M IGSB, SCHX, MSFT, XLK, FIS 13F-HR 7/27/2020, 12:39 PM
Q1 2020 104 $300M +$20.4M -$3.3M +$17.1M IGSB, SCHX, FIS, MSFT, COST 13F-HR 4/8/2020, 01:33 PM
Q4 2019 113 $354M +$17.7M -$3.8M +$13.9M IGSB, SCHX, FIS, IJR, XLK 13F-HR 1/30/2020, 11:05 AM
Q3 2019 113 $327M +$20.1M -$1.74M +$18.4M SCHX, IGSB, FIS, IJR, XLK 13F-HR 10/10/2019, 04:28 PM
Q2 2019 115 $319M +$11M -$3.85M +$7.19M SCHX, IGSB, IJR, XLK, COST 13F-HR 7/31/2019, 12:34 PM
Q1 2019 348 $311M +$30.7M -$5.83M +$24.9M SCHX, IJR, IGSB, XLK, COST 13F-HR 4/29/2019, 04:25 PM
Q4 2018 114 $249M +$13.8M -$5.84M +$8.01M SCHX, IJR, XLK, PGX, IGSB 13F-HR 2/7/2019, 11:49 AM
Q3 2018 115 $290M +$16.7M -$2.56M +$14.1M SCHX, IJR, XLK, COST, PGX 13F-HR 10/25/2018, 02:55 PM
Q2 2018 117 $266M +$27.4M -$5.96M +$21.5M SCHX, IJR, XLK, PGX, COST 13F-HR 7/30/2018, 01:50 PM
Q1 2018 118 $261M +$37M -$7.09M +$30M SCHX, IJR, XLK, PGXXXXX, IGSB 13F-HR 4/26/2018, 04:12 PM
Q4 2017 119 $261M +$4.15M -$1.56M +$2.59M SCHX, IJR, XLK, PGXXXXX, IGSB 13F-HR 1/25/2018, 02:57 PM
Q3 2017 122 $255M +$10.3M -$11.3M -$954K SCHX, IJR, XLK, PGXXXXX, IGSB 13F-HR 10/30/2017, 04:12 PM
Q2 2017 134 $253M +$25.4M -$5.1M +$20.3M SCHX, IJR, PGXXXXX, XLK, VNQ 13F-HR 7/13/2017, 01:04 PM
Q1 2017 109 $227M +$41.1M -$1.68M +$39.4M SCHX, IJR, PGXXXXX, XLK, VNQ 13F-HR 5/3/2017, 12:19 PM
Q4 2016 172 $262M +$33.8M -$2.11M +$31.7M SCHX, PGXXXXX, XLK, VNQ, IJR 13F-HR 2/8/2017, 02:19 PM
Q3 2016 155 $238M +$17.5M -$5.69M +$11.8M SCHX, PGXXXXX, XLK, VNQ, COST 13F-HR 11/3/2016, 03:39 PM
Q2 2016 160 $227M +$9.79M -$9.49M +$294K SCHX, PGXXXXX, XLK, VNQ, COST 13F-HR 8/4/2016, 01:44 PM
Q1 2016 170 $227M +$49.6M -$900K +$48.7M SCHX, PGXXXXX, XLK, VNQ, IGSB 13F-HR 4/28/2016, 03:44 PM
Q4 2015 140 $187M +$46.5M -$13.7M +$32.8M SCHX, PGXXXXX, XLK, IGSB, COST 13F-HR 2/8/2016, 11:04 AM
Q3 2015 82 $153M +$5.31M -$5.03M +$278K SCHX, PGXXXXX, XLK, IGSB, COST 13F-HR 10/27/2015, 02:10 PM
Q2 2015 97 $180M +$10.2M -$4.37M +$5.8M SCHX, PGXXXXX, XLK, IGSB, COST 13F-HR 8/6/2015, 04:53 PM
Q1 2015 89 $180M +$12.8M -$1.94M +$10.9M SCHX, PGXXXXX, IGSB, XLK, COST 13F-HR 4/30/2015, 01:13 PM
Q4 2014 77 $174M +$6.63M -$3.04M +$3.59M SCHX, PGXXXXX, IGSB, XLK, COST 13F-HR 2/10/2015, 10:04 AM
Q3 2014 75 $176M +$19.4M -$2.92M +$16.5M SCHX, PGXXXXX, IGSB, XLK, COST 13F-HR 10/30/2014, 04:08 PM
Q2 2014 82 $181M +$26.3M -$1.68M +$24.6M SCHX, IGSB, PGXXXXX, XLK, XOM 13F-HR 8/12/2014, 12:15 PM
Q1 2014 75 $167M +$13.7M -$6.4M +$7.35M SCHX, IGSB, PGXXXXX, XLK, XOM 13F-HR 5/13/2014, 02:44 PM
Q4 2013 76 $162M SCHX, IGSB, PGXXXXX, XOM, XLK 13F-HR 2/11/2014, 03:35 PM