Latest Buttonwood Financial Advisors Inc. Stock Portfolio
Buttonwood Financial Advisors Inc. Performance:
2025 Q4: -1.74%YTD: 7.65%2024: 9.15%
Performance for 2025 Q4 is -1.74%, and YTD is 7.65%, and 2024 is 9.15%.
About Buttonwood Financial Advisors Inc. and 13F Hedge Fund Stock Holdings
On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buttonwood Financial Advisors Inc. reported an equity portfolio of $300 Millions as of 31 Dec, 2025.
The top stock holdings of Buttonwood Financial Advisors Inc. are AFK, GOOG, FBND. The fund has invested 9.9% of it's portfolio in VANECK ETF TRUST and 7.3% of portfolio in ALPHABET INC.
The fund managers got completely rid off DIAGEO PLC (DEO) and KENVUE INC stocks. They significantly reduced their stock positions in CONSTELLATION BRANDS INC (STZ), COSTAR GROUP INC (CSGP) and ANHEUSER BUSCH INBEV SA/NV. Buttonwood Financial Advisors Inc. opened new stock positions in ADOBE INC (ADBE), CHIPOTLE MEXICAN GRILL INC (CMG) and NEXTERA ENERGY INC (NEE). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), COPART INC (CPRT) and BROOKFIELD CORP.
The top stock holdings of Buttonwood Financial Advisors Inc. are AFK, GOOG, FBND. The fund has invested 9.9% of it's portfolio in VANECK ETF TRUST and 7.3% of portfolio in ALPHABET INC.
The fund managers got completely rid off DIAGEO PLC (DEO) and KENVUE INC stocks. They significantly reduced their stock positions in CONSTELLATION BRANDS INC (STZ), COSTAR GROUP INC (CSGP) and ANHEUSER BUSCH INBEV SA/NV. Buttonwood Financial Advisors Inc. opened new stock positions in ADOBE INC (ADBE), CHIPOTLE MEXICAN GRILL INC (CMG) and NEXTERA ENERGY INC (NEE). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), COPART INC (CPRT) and BROOKFIELD CORP.
Buttonwood Financial Advisors Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Buttonwood Financial Advisors Inc. made a return of -1.74% in the last quarter. In trailing 12 months, it's portfolio return was 7.65%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| adobe inc | 3,397,000 |
| chipotle mexican grill inc | 2,477,040 |
| nextera energy inc | 210,703 |
New stocks bought by Buttonwood Financial Advisors Inc.
Additions
| Ticker | % Inc. |
|---|---|
| netflix inc | 888 |
| copart inc | 135 |
| brookfield corp | 50.4 |
| fiserv inc | 41.46 |
| s&p global inc | 17.44 |
| ishares tr | 13.18 |
| ishares tr | 7.07 |
| hershey co | 6.81 |
Additions to existing portfolio by Buttonwood Financial Advisors Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| constellation brands inc | -51.57 |
| costar group inc | -23.37 |
| anheuser busch inbev sa/nv | -20.08 |
| cisco sys inc | -16.56 |
| microchip technology inc. | -15.7 |
| constellation energy corp | -15.08 |
| pepsico inc | -14.21 |
| paypal hldgs inc | -13.99 |
Buttonwood Financial Advisors Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| kenvue inc | -255,523 |
| diageo plc | -474,682 |
Buttonwood Financial Advisors Inc. got rid off the above stocks
Sector Distribution
Buttonwood Financial Advisors Inc. has about 50.3% of it's holdings in Others sector.
- Others
- Technology
- Communication Services
- Financial Services
- Consumer Cyclical
- Industrials
- Consumer Defensive
- Energy
| Sector | % |
|---|---|
| Others | 50.3 |
| Technology | 14.7 |
| Communication Services | 12.4 |
| Financial Services | 8.4 |
| Consumer Cyclical | 6.1 |
| Industrials | 3.1 |
| Consumer Defensive | 2.1 |
| Energy | 1.4 |
Market Cap. Distribution
Buttonwood Financial Advisors Inc. has about 47.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 50.3 |
| MEGA-CAP | 27.3 |
| LARGE-CAP | 20.2 |
| MID-CAP | 2.1 |
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 | % |
|---|---|
| Others | 55.1 |
| S&P 500 | 44.9 |
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 103 stocks in it's portfolio. About 50.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Buttonwood Financial Advisors Inc. last quarter.
Last Reported on: 04 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.33 | 14,692 | 3,994,170 | reduced | -0.57 | ||
| ABBV | abbvie inc | 0.24 | 3,211 | 733,705 | added | 0.06 | ||
| ABT | abbott labs | 0.12 | 2,866 | 359,059 | added | 0.03 | ||
| ACN | accenture plc ireland | 0.52 | 5,810 | 1,558,830 | reduced | -0.36 | ||
| ADBE | adobe inc | 1.13 | 9,706 | 3,397,000 | new | |||
| ADP | automatic data processing in | 0.13 | 1,534 | 394,527 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 9.92 | 287,210 | 29,743,500 | reduced | -3.8 | ||
| AGT | ishares tr | 0.09 | 11,658 | 282,473 | reduced | -0.88 | ||
| AMAT | applied matls inc | 1.19 | 13,869 | 3,564,110 | reduced | -2.17 | ||
| AMT | american tower corp new | 0.17 | 2,994 | 525,737 | reduced | -0.83 | ||
| AMZN | amazon com inc | 2.06 | 26,743 | 6,172,760 | reduced | -0.85 | ||
| ARES | ares management corporation | 0.12 | 2,217 | 358,394 | unchanged | 0.00 | ||
| ARW | arrow electrs inc | 1.94 | 52,917 | 5,830,380 | reduced | -11.64 | ||
| AXP | american express co | 1.04 | 8,435 | 3,120,700 | reduced | -2.87 | ||
| BAC | bank america corp | 0.24 | 13,184 | 725,120 | reduced | -2.17 | ||
| BKNG | booking holdings inc | 0.35 | 194 | 1,039,810 | reduced | -1.02 | ||
| CEG | constellation energy corp | 0.09 | 749 | 264,503 | reduced | -15.08 | ||
| CMG | chipotle mexican grill inc | 0.83 | 66,947 | 2,477,040 | new | |||
| COF | capital one finl corp | 0.12 | 1,494 | 362,014 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.31 | 1,065 | 918,306 | unchanged | 0.00 | ||