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  Name: BUFFINGTON MOHR MCNEAL
  City: BOISE
  State: ID
  Zip: 83701
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $552,410,000
  Total Value Change : $54,697,000
  Securities Held Change : 0
   
All Securities Held : 129
  New Positions : 6
  Closed Positions : 6
  Increased Positions : 51
  Unchanged Positions : 18
  Decreased Positions : 54

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AVGO)1 Year Chart         AVGO Broadcom Limited 43 New $1,328.55 $2,045,000 1,543 0.37% 2,045,000 1,543 0    Semiconductor- Broad...
   (ETN)1 Year Chart         ETN Eaton Corp 71 New $332.85 $883,000 2,823 0.16% 883,000 2,823 0.001    Diversified Machinery
   (LDOS)1 Year Chart         LDOS Leidos Holdings, Inc. 94 New $147.05 $429,000 3,275 0.08% 429,000 3,275 0.002    Technical Services
   (CAT)1 Year Chart         CAT Caterpillar Inc 123 New $338.52 $229,000 625 0.04% 229,000 625 0    Farm & Construction M...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 124 New $204.05 $228,000 1,348 0.04% 228,000 1,348 0    Communication Equipment
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 127 New $222.29 $202,000 885 0.04% 202,000 885 0    Closed - End Fund - E...

      6 Records Found
  1    
Page 1 of 1
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