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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:  Closed 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
   (DIS)1 Year Chart         DIS Walt Disney Co 133 Closed $103.01 $0 0 0% -354,000 -3,920 0    Entertainment - Diver...
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 132 Closed $199.97 $0 0 0% -5,254,000 -25,537 0    Business Services
   (SBUX)1 Year Chart         SBUX Starbucks Corp 131 Closed $77.72 $0 0 0% -214,000 -2,230 0    Specialty Eateries
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 130 Closed $248.65 $0 0 0% -241,000 -1,034 0    Closed - End Fund - E...
   (PFE)1 Year Chart         PFE Pfizer Inc 129 Closed $28.56 $0 0 0% -508,000 -17,650 0    Drug Manufacturers - ...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 134 Closed $46.94 $0 0 0% -210,000 -4,159 0    Networking & Communic...

      6 Records Found
  1    
Page 1 of 1
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