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Buffalo Flexible Allocation Fund (BUFBX) is an MF managed by Independent / Boutique. Its largest position is CHEVRON CORP (CVX), representing 9.58% of fund assets.

Buffalo Flexible Allocation Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
BUFBX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 22, 2026
Showing 43 out of 43 holdings
Holding Weight Market Value Shares
-
CHEVRON CORP
9.58% $44,483,500.00 215,000
-
MICROSOFT CORP
7.18% $33,315,300.00 90,000
-
ExxonMobil Holdings Corp
5.67% $26,297,300.00 155,000
-
ELI LILLY & Co
5.15% $23,914,020.00 26,000
-
COSTCO WHOLESALE CORP /NEW
4.29% $19,928,600.00 20,000
-
CONOCOPHILLIPS
4.27% $19,800,000.00 150,000
-
KINDER MORGAN, INC.
4.05% $18,776,800.00 560,000
-
INTERNATIONAL BUSINESS MACHINES CORP
3.66% $16,967,300.00 70,000
-
JOHNSON & JOHNSON
3.58% $16,621,920.00 68,000
-
ALLSTATE CORP
3.57% $16,587,200.00 80,000
-
DIGITAL REALTY TRUST, INC.
3.30% $15,317,850.00 85,000
-
APA Corp
3.20% $14,854,000.00 350,000
-
CISCO SYSTEMS, INC.
2.93% $13,578,250.00 175,000
-
PEPSICO INC
2.51% $11,646,750.00 75,000
-
WASTE MANAGEMENT INC
2.48% $11,489,500.00 50,000
-
VERIZON COMMUNICATIONS INC
2.43% $11,295,000.00 225,000
-
GILEAD SCIENCES, INC.
2.40% $11,149,600.00 80,000
-
QUALCOMM INC/DE
2.36% $10,946,300.00 85,000
-
Arthur J. Gallagher & Co.
2.33% $10,829,000.00 50,000
-
Merck & Co., Inc.
2.07% $9,623,200.00 80,000
-
PROCTER & GAMBLE Co
2.02% $9,388,600.00 65,000
-
TRUIST FINANCIAL CORP
1.98% $9,194,000.00 200,000
-
SLB LIMITED/NV
1.83% $8,479,350.00 165,000
-
COCA COLA CO
1.64% $7,605,000.00 100,000
-
Marathon Petroleum Corp
1.63% $7,569,580.00 31,000
-
ABBOTT LABORATORIES
1.55% $7,186,900.00 70,000
-
PFIZER INC
1.51% $7,020,000.00 250,000
-
Delek Logistics Partners, LP
1.50% $6,966,400.00 140,000
-
KIMBERLY CLARK CORP
1.45% $6,752,900.00 70,000
-
GENERAL MILLS INC
1.20% $5,583,000.00 150,000
-
CLOROX CO /DE/
1.12% $5,181,500.00 50,000
-
RIO TINTO PLC
1.00% $4,664,500.00 50,000
-
Lionsgate Studios Corp.
0.99% $4,603,200.00 480,000
-
HF Sinclair Corp
0.94% $4,367,300.00 70,000
-
ABB LTD
0.78% $3,621,600.00 45,000
-
AT&T INC.
0.62% $2,899,000.00 100,000
-
PITNEY BOWES INC /DE/
0.48% $2,210,000.00 200,000
-
COLGATE PALMOLIVE CO
0.46% $2,130,750.00 25,000
-
FIDELITY GOVERNMENT PORTFOLIO
0.17% $810,360.95 810,361
-
CONAGRA BRANDS INC.
0.14% $628,800.00 40,000
-
APPLIED MATERIALS INC /DE
0.00% -$50.00 -50
-
APPLIED MATERIALS INC /DE
0.00% -$2,830.00 -10
-
APPLIED MATERIALS INC /DE
-0.02% -$113,000.00 -200
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