Entity type
Company
Filer Snapshot
Buffington Mohr McNeal
CIK 0001317829. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
46
Latest filing
28 Apr 2025
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$507.04M
111 holdings for Q1 2025
Open portfolioLargest parsed holding
SCHX
$46.52M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 28 Apr 2025 for CIK 0001317829.
- Ownership signals
-
SEC value by filing type
Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.
Latest 13F portfolio$507.04MQuarterly institutional portfolio holdings.
Latest 13F portfolio value
$507.04MMarket value from the latest parsed Form 13F portfolio.
Largest 13F positions
SCHX IVV COST MSFT XLK+15 more
JIRE JAAA APH IBDW IBDR IBDV IJR JPM V AAPL KKR URI DHR TMO AMZNLargest symbols in the latest parsed 13F information table.
Largest 13F positions
Largest symbols in the latest parsed Form 13F information table.
SCHX IVV COST MSFT XLK JIRE JAAA APH+12 more
IBDW IBDR IBDV IJR JPM V AAPL KKR URI DHR TMO AMZNHow to read these SEC values
- Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
- Open the linked research paths when you need to verify the exact SEC filing behind a value.
- Business address
- P.O. Box 2016, Boise, ID, 83701
- State of incorporation
- ID
- Fiscal year-end
- 31 December
Ownership signals
1 signal
Identity
1 identity field
SEC profile 2 profile fields
Filer intelligence
What SEC filings say about Buffington Mohr McNeal
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $507.04M across 111 reported holdings for Q1 2025.
- Largest parsed 13F holding: SCHX at $46.52M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
31%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$155.99M
Compared with $507.04M total 13F value.
Top 5 net change
-$3.33M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: IJR ยท Largest trim: CALF
SCHX
IVV
COST
MSFT
XLK
Other holdings
Latest update
What changed recently for Buffington Mohr McNeal
Latest 13F period: Q1 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
28 Apr 2025
Page type
Filer profile
Latest period
Q1 2025
Institutional portfolio context was refreshed from a 13F filing filed on 28 Apr 2025.
Benchmark Context
Benchmark context for this company
Buffington Mohr McNeal has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2025. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001317829 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
46
First seen
11 Feb 2014
Latest filing
28 Apr 2025
Entity
Company
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 12 of 46 SEC filings for Buffington Mohr McNeal.
13F-HR
13F-HR filing
- Filing date
- 28 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 22 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 16 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 18 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 30 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 25 Oct 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 25 Jul 2023
- Reporting date
- 30 Jun 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 26 Apr 2023
- Reporting date
- 31 Mar 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 19 Jan 2023
- Reporting date
- 31 Dec 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Oct 2022
- Reporting date
- 30 Sep 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 19 Jul 2022
- Reporting date
- 30 Jun 2022
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing