Latest Buttonwood Financial Advisors Inc. Stock Portfolio

Buttonwood Financial Advisors Inc. Performance:

2026 Q1: -2.83%YTD: -2.83%2025: 11.63%

Performance for 2026 Q1 is -2.83%, and YTD is -2.83%, and 2025 is 11.63%.

About Buttonwood Financial Advisors Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buttonwood Financial Advisors Inc. reported an equity portfolio of $298.8 Millions as of 31 Mar, 2026.

The top stock holdings of Buttonwood Financial Advisors Inc. are AFK, FBND, GOOG. The fund has invested 8.9% of it's portfolio in VANECK ETF TRUST and 6.2% of portfolio in FIDELITY MERRIMACK STR TR.

The fund managers got completely rid off GARTNER INC (IT) stocks. They significantly reduced their stock positions in GENUINE PARTS CO (GPC), EBAY INC. (EBAY) and ANHEUSER BUSCH INBEV SA NV (BUD). Buttonwood Financial Advisors Inc. opened new stock positions in SERVICENOW INC (NOW), FAIR ISAAC CORP (FICO) and LPL FINL HLDGS INC (LPLA). The fund showed a lot of confidence in some stocks as they added substantially to COSTAR GROUP INC (CSGP), COPART INC (CPRT) and S&P GLOBAL INC (SPGI).

Buttonwood Financial Advisors Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Buttonwood Financial Advisors Inc. made a return of -2.83% in the last quarter. In trailing 12 months, it's portfolio return was 10.3%.

Performance
S&P 500

New Buys

Ticker	$ Bought
servicenow inc	3,048,160
fair isaac corp	2,061,420
lpl finl hldgs inc	786,670
broadridge finl solutions in	746,433
northrop grumman corp	221,418

New stocks bought by Buttonwood Financial Advisors Inc.

Additions

Ticker	% Inc.
costar group inc	812
copart inc	346
s&p global inc	171
adobe inc	36.27
vanguard index fds	18.62
fidelity merrimack str tr	6.31
ishares tr	5.99
vanguard whitehall fds	5.91

Additions to existing portfolio by Buttonwood Financial Advisors Inc.

Reductions

Ticker	% Reduced
genuine parts co	-25.63
ebay inc.	-21.87
anheuser busch inbev sa nv	-16.72
microchip technology inc.	-15.52
teradyne inc	-12.88
disney walt co	-12.08
starbucks corp	-11.43
walmart inc	-11.43

Buttonwood Financial Advisors Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
gartner inc	-1,522,000

Buttonwood Financial Advisors Inc. got rid off the above stocks

Sector Distribution

Buttonwood Financial Advisors Inc. has about 49.5% of it's holdings in Others sector.

Sector	%
Others	49.5
Technology	16.1
Communication Services	10.5
Financial Services	8.2
Consumer Cyclical	5.6
Industrials	3.9
Consumer Defensive	2.2
Energy	1.9

Market Cap. Distribution

Buttonwood Financial Advisors Inc. has about 48% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	49.5
MEGA-CAP	26.2
LARGE-CAP	21.8
MID-CAP	2.5

Stocks belong to which Index?

About 45.2% of the stocks held by Buttonwood Financial Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	54.8
S&P 500	45.2

Top 5 Winners (%)		%
TER	teradyne inc	49.7 %
CNQ	canadian nat res ltd med ter	43.0 %
XOM	exxon mobil corp	39.4 %
SLB	slb limited	33.9 %
	ge vernova inc	32.9 %

Top 5 Winners ($)		$
TER	teradyne inc	2.6 M
ARW	arrow electrs inc	1.7 M
CNQ	canadian nat res ltd med ter	1.6 M
XOM	exxon mobil corp	1.5 M
AMAT	applied matls inc	1.1 M

Top 5 Losers (%)		%
ARES	ares management corporation	-30.8 %
ADBE	adobe inc	-27.6 %
CSGP	costar group inc	-27.0 %
ACN	accenture plc ireland	-26.1 %
COF	capital one finl corp	-24.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.0 M
AFK	vaneck etf trust	-1.9 M
GOOG	alphabet inc	-1.7 M
META	meta platforms inc	-1.3 M
ADBE	adobe inc	-1.2 M

Buttonwood Financial Advisors Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buttonwood Financial Advisors Inc.

Buttonwood Financial Advisors Inc. has 107 stocks in it's portfolio. About 47.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. TER was the most profitable stock for Buttonwood Financial Advisors Inc. last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.24	14,560	3,695,210	reduced	-0.9

ABBV	abbvie inc	0.23	3,191	694,021	reduced	-0.62

ABT	abbott laboratories	0.10	2,787	286,141	reduced	-2.76

ACN	accenture plc ireland	0.38	5,790	1,148,040	reduced	-0.34

ADBE	adobe inc	1.08	13,226	3,214,980	added	36.27

ADP	automatic data processing in	0.10	1,534	311,627	unchanged	0.00

AFK	vaneck etf trust	8.88	274,353	26,529,900	reduced	-4.48

AGT	ishares tr	0.10	11,658	282,590	unchanged	0.00

AMAT	applied matls inc	1.50	13,135	4,489,360	reduced	-5.29

AMT	american tower corp	0.17	2,881	497,163	reduced	-3.77

AMZN	amazon com inc	1.92	27,593	5,746,850	added	3.18

ARES	ares management corporation	0.07	1,991	217,259	reduced	-10.19

ARW	arrow electrs inc	2.50	52,016	7,459,590	reduced	-1.7

ASML	asml hldg nv	1.48	3,345	4,418,000	reduced	-1.33

AXP	american express co	0.82	8,102	2,450,750	reduced	-3.95

BAC	bank america corp	0.21	12,905	629,119	reduced	-2.12

BKNG	booking holdings inc	0.27	4,850	817,665	unchanged	0.00

BR	broadridge finl solutions in	0.25	4,594	746,433	new

BUD	anheuser busch inbev sa nv	0.91	39,055	2,709,270	reduced	-16.72

CEG	constellation energy corp	0.07	742	207,135	reduced	-0.93