Buffington Mohr McNeal

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$608M
Signature - Title
Bruce R. Mohr - Partner
Location
P.O. Box 2016, Boise, ID
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$26.9M -$7.6M SCHX, MSFT, COST, XLK, DHR 13F-HR 10/25/2023, 11:17 AM
Q2 2023 123 $463M +$20.9M -$19.4M +$1.46M SCHX, MSFT, COST, XLK, IGSB 13F-HR 7/25/2023, 03:28 PM
Q1 2023 123 $436M +$12M -$25.2M -$13.2M SCHX, MSFT, IGSB, COST, XLK 13F-HR 4/26/2023, 02:03 PM
Q4 2022 120 $430M +$17.3M -$30.8M -$13.6M SCHX, IGSB, DHR, MSFT, COST 13F-HR 1/19/2023, 03:57 PM
Q3 2022 119 $415M +$13.2M -$24.1M -$10.9M IGSB, SCHX, COST, MSFT, DHR 13F-HR 10/11/2022, 02:12 PM
Q2 2022 119 $456M +$20.8M -$15.4M +$5.45M IGSB, SCHX, MSFT, COST, DHR 13F-HR 7/19/2022, 03:26 PM
Q1 2022 123 $528M +$63.8M -$61.7M +$2.02M IGSB, SCHX, MSFT, COST, XLK 13F-HR 5/2/2022, 02:08 PM
Q4 2021 131 $584M +$22.9M -$6.17M +$16.7M IGSB, SCHX, MSFT, COST, XLK 13F-HR 1/27/2022, 01:20 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 -$6.71M +$15M IGSB, SCHX, XLK, MSFT, COST 13F-HR 1/20/2021, 12:50 PM
Q3 2020 116 $379M +$21M -$21.8M -$798K IGSB, SCHX, MSFT, XLK, FIS 13F-HR 10/26/2020, 02:29 PM
Q2 2020 115 $355M +$18.3M -$12.8M +$5.54M IGSB, SCHX, MSFT, XLK, FIS 13F-HR 7/27/2020, 12:39 PM
Q1 2020 105 $300M +$20.8M -$13.8M +$6.97M IGSB, SCHX, FIS, MSFT, COST 13F-HR 4/8/2020, 01:33 PM
Q4 2019 111 $354M +$17.7M -$11.6M +$6.08M IGSB, SCHX, FIS, IJR, XLK 13F-HR 1/30/2020, 12:05 PM
Q3 2019 113 $327M +$20.1M -$18.4M +$1.72M SCHX, IGSB, FIS, IJR, XLK 13F-HR 10/10/2019, 04:28 PM
Q2 2019 116 $320M +$11M -$16.6M -$5.55M SCHX, IGSB, IJR, XLK, COST 13F-HR 7/31/2019, 12:34 PM
Q1 2019 358 $311M +$30.7M -$6.4M +$24.3M SCHX, IJR, IGSB, XLK, COST 13F-HR 4/29/2019, 04:25 PM
Q4 2018 114 $249M +$13.8M -$19.4M -$5.5M SCHX, IJR, XLK, PGX, IGSB 13F-HR 2/7/2019, 12:49 PM
Q3 2018 115 $290M +$16.7M -$7.09M +$9.61M SCHX, IJR, XLK, COST, PGX 13F-HR 10/25/2018, 02:55 PM
Q2 2018 117 $266M +$27.4M -$29.1M -$1.65M SCHX, IJR, XLK, PGX, COST 13F-HR 7/30/2018, 01:50 PM
Q1 2018 118 $261M +$37M -$33.2M +$3.84M SCHX, IJR, XLK, PGX, IGSB 13F-HR 4/26/2018, 04:12 PM
Q4 2017 119 $261M +$4.15M -$6.12M -$1.97M SCHX, IJR, XLK, PGX, IGSB 13F-HR 1/25/2018, 03:57 PM
Q3 2017 123 $255M +$10.3M -$20.6M -$10.3M SCHX, IJR, XLK, PGX, IGSB 13F-HR 10/30/2017, 04:12 PM
Q2 2017 134 $253M +$25.4M -$6.68M +$18.8M SCHX, IJR, PGX, XLK, VNQ 13F-HR 7/13/2017, 01:04 PM
Q1 2017 109 $227M +$41.1M -$78M -$36.9M SCHX, IJR, PGX, XLK, VNQ 13F-HR 5/3/2017, 12:19 PM
Q4 2016 172 $262M +$33.8M -$13.1M +$20.8M SCHX, PGX, XLK, VNQ, IJR 13F-HR 2/8/2017, 03:19 PM
Q3 2016 156 $238M +$17.5M -$12.1M +$5.46M SCHX, PGX, XLK, VNQ, COST 13F-HR 11/3/2016, 03:39 PM
Q2 2016 161 $227M +$9.8M -$14.2M -$4.36M SCHX, PGX, XLK, VNQ, COST 13F-HR 8/4/2016, 01:44 PM
Q1 2016 171 $228M +$49.7M -$9.77M +$39.9M SCHX, PGX, XLK, VNQ, IGSB 13F-HR 4/28/2016, 03:44 PM
Q4 2015 140 $187M +$46.5M -$16.4M +$30.1M SCHX, PGX, XLK, IGSB, COST 13F-HR 2/8/2016, 12:04 PM
Q3 2015 82 $153M +$5.31M -$22.2M -$16.9M SCHX, PGX, XLK, IGSB, COST 13F-HR 10/27/2015, 02:10 PM
Q2 2015 97 $180M +$10.2M -$9.15M +$1.02M SCHX, PGX, XLK, IGSB, COST 13F-HR 8/6/2015, 04:53 PM
Q1 2015 90 $180M +$12.8M -$8.68M +$4.17M SCHX, PGX, IGSB, XLK, COST 13F-HR 4/30/2015, 01:13 PM
Q4 2014 78 $174M +$6.63M -$10.8M -$4.16M SCHX, PGX, IGSB, XLK, COST 13F-HR 2/10/2015, 11:04 AM
Q3 2014 75 $176M +$19.4M -$20.5M -$1.03M SCHX, PGX, IGSB, XLK, COST 13F-HR 10/30/2014, 04:08 PM
Q2 2014 82 $181M +$26.3M -$18.2M +$8.08M SCHX, IGSB, PGX, XLK, XOM 13F-HR 8/12/2014, 12:15 PM
Q1 2014 75 $167M +$13.7M -$10.8M +$2.92M SCHX, IGSB, PGX, XLK, XOM 13F-HR 5/13/2014, 02:44 PM
Q4 2013 76 $162M $0 $0 SCHX, IGSB, PGX, XOM, XLK 13F-HR 2/11/2014, 04:35 PM