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Latest Buttonwood Financial Advisors Inc. Stock Portfolio

$331Million | No. of Holdings #109

Buttonwood Financial Advisors Inc. Performance

2026 Q3+0.07%
YTD+4.10%
2025+11.63%

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

On 2026-10-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buttonwood Financial Advisors Inc. reported an equity portfolio of $331 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Buttonwood Financial Advisors Inc. are AFK, GOOG, FBND. The fund has invested 8.3% of it's portfolio in VANECK ETF TRUST and 6.3% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), CONSTELLATION BRANDS INC (STZ) and NEXTERA ENERGY INC (NEE) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), WILLIAMS SONOMA INC (WSM) and SLB LIMITED (SLB). Buttonwood Financial Advisors Inc. opened new stock positions in HONEYWELL AEROSPACE INC and F5 INC (FFIV). The fund showed a lot of confidence in some stocks as they added substantially to COSTAR GROUP INC (CSGP), COPART INC (CPRT) and LPL FINL HLDGS INC (LPLA).
Buttonwood Financial Advisors Inc. Equity Portfolio Value
Last Reported on: 13 Oct, 2026
$331Million
  as of Oct 13, 2026

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

Our best estimate is that Buttonwood Financial Advisors Inc. made a return of 0.07% in the last quarter. In trailing 12 months, it's portfolio return was 6.07%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
honeywell aerospace inc5,676,710
exxonmobil holdings corp4,307,020
f5 inc211,461
New stocks bought by Buttonwood Financial Advisors Inc.

Additions

Ticker% Inc.
costar group inc59.54
copart inc17.82
lpl finl hldgs inc4.86
mastercard incorporated4.4
vanguard index fds3.36
ishares tr3.33
s&p global inc2.4
mcdonalds corp2.08
Additions to existing portfolio by Buttonwood Financial Advisors Inc.

Reductions

Ticker% Reduced
adobe inc-43.09
williams sonoma inc-21.67
slb limited-19.88
vanguard index fds-19.16
expeditors intl wash inc-18.8
brookfield corp-18.7
united parcel svcs inc-18.38
ishares tr-17.14
Buttonwood Financial Advisors Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-3,735,470
nextera energy inc-220,004
constellation brands inc-312,420
Buttonwood Financial Advisors Inc. got rid off the above stocks

Sector Distribution

Buttonwood Financial Advisors Inc. has about 49.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Real Estate
  • Consumer Defensive
Sector%
Others49.4
Technology19.2
Communication Services10.8
Financial Services8.2
Consumer Cyclical4.7
Industrials3.6
Real Estate1.5
Consumer Defensive1.5

Market Cap. Distribution

Buttonwood Financial Advisors Inc. has about 50.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED49.4
MEGA-CAP26.5
LARGE-CAP24.1

Stocks belong to which Index?

About 44.9% of the stocks held by Buttonwood Financial Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others55.1
S&P 50044.9
Top 5 Winners (%)%
ACN
accenture plc ireland
46.3 %
MSFT
microsoft corp
37.3 %
NOW
servicenow inc
35.0 %
META
meta platforms inc
28.7 %
ICE
intercontinental exchange in
23.5 %
Top 5 Winners ($)$
MSFT
microsoft corp
4.4 M
META
meta platforms inc
2.3 M
NOW
servicenow inc
1.4 M
FBCG
fidelity covington trust
0.9 M
CNQ
canadian nat res ltd med ter
0.8 M
Top 5 Losers (%)%
FICO
fair isaac corp
-50.3 %
KLAC
kla corp
-34.6 %
AMAT
applied matls inc
-29.0 %
HD
home depot inc
-19.3 %
ge vernova inc
-18.9 %
Top 5 Losers ($)$
AMAT
applied matls inc
-2.6 M
TER
teradyne inc
-1.7 M
FICO
fair isaac corp
-1.3 M
FBND
fidelity merrimack str tr
-0.9 M
MKL
markel group inc
-0.9 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 109 stocks in it's portfolio. About 47.6% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Buttonwood Financial Advisors Inc. last quarter.

$331.05MTotal Value
113Positions
13 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Buttonwood Financial Advisors Inc., last reported on 13 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Buttonwood Financial Advisors Inc.'s holding in Vaneck Etf Trust over time
8.33%260,865
$27.58M
8.33%
decreased 3.81 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Buttonwood Financial Advisors Inc.'s holding in Ishares Tr over time
0.09%11,658
$282.6K
0.09%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Buttonwood Financial Advisors Inc.'s holding in Asml Hldg Nv over time
1.82%3,318
$6.01M
1.82%
decreased 0.33 percentreduced
BUD
Anheuser Busch Inbev Sa Nv

Anheuser Busch Inbev Sa Nv

BUD
Buttonwood Financial Advisors Inc.'s holding in Anheuser Busch Inbev Sa Nv over time
0.84%37,818
$2.78M
0.84%
decreased 2.54 percentreduced