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Bruce R. Mohr

@Buffington Mohr Mcneal

Latest period2024 - Q4ReportedManaged Assets$603.061MTotal holdings133
Assets growth rate-0.81%Assets growth rate (2-Q avg)2.92%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Buffington Mohr Mcneal's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 133 positions.

Assets under management

The assets under management (AUM) of Buffington Mohr Mcneal over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 603.061M in assets, with a quarterly growth rate of -0.81% and a 2-quarter average growth rate of 2.92%. The portfolio is managed by Bruce R. Mohr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab U.s. Large-cap Etf
Recent Activity
Increased 200.43%
8.11%
$48.874M
2.108M shares@ $23.19 avg price
COST
Costco Whsl Corp New Com
Recent Activity
Decreased -0.84%
5.33%
$32.104M
35,038 shares@ $916.27 avg price
MSFT
Microsoft Corp Com
Recent Activity
Increased 0.9%
5.27%
$31.754M
75,336 shares@ $421.5 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.78%
5.09%
$30.686M
52,128 shares@ $588.68 avg price
XLK
Technology Select Sector Spdr Fund
Recent Activity
Increased 0.21%
4.12%
$24.833M
106,799 shares@ $232.53 avg price
APH
Amphenol Corp New Cl A
Recent Activity
Decreased -0.57%
2.9%
$17.447M
251,212 shares@ $69.46 avg price
KKR
Kkr & Co Inc Com
Recent Activity
Decreased -0.45%
2.86%
$17.247M
116,605 shares@ $147.91 avg price
JPM
Jpmorgan Chase & Co. Com
Recent Activity
Decreased -1.08%
2.67%
$16.101M
67,168 shares@ $239.72 avg price
JIRE
Jpmorgan International Research Enhanced Equity Etf
Recent Activity
Increased 1.51%
2.67%
$16.096M
275,091 shares@ $58.51 avg price
CALF
Pacer Us Small Cap Cash Cows 100 Etf
Recent Activity
Decreased -6.09%
2.65%
$15.924M
361,817 shares@ $44.02 avg price

1-10 of 133