Holdings of Buttonwood Financial Advisors Inc.
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 104 in 3 countries
- Top ten
- 49.0 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | iShares S&P Mid-Cap 400 Value ETF | 1,659 | 219.8K $ | |
| 102 | Ares Management Corp | 1,991 | 217.3K $ | |
| 103 | Constellation Energy Corp. | 742 | 207.1K $ | |
| 104 | Cisco Systems, Inc. | 2,626 | 203.8K $ |
Sector breakdown
- Technology 14.2 %
- Financials 11.5 %
- Communication 10.8 %
- Consumer discretionary 6.6 %
- Funds 4.3 %
- Industrials 4.3 %
- Consumer staples 3.2 %
- Energy 1.7 %
- Health care 0.9 %
- Utilities 0.3 %
- Real estate 0.2 %
- Unattributed 42.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- United States 97.5 %
- Netherlands 1.5 %
- Belgium 0.9 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 102 | 281.5M $ | 97.53 % |
| 2 | Netherlands | 1 | 4.4M $ | 1.53 % |
| 3 | Belgium | 1 | 2.7M $ | 0.94 % |
Cite this page
Titelia. "Holdings of Buttonwood Financial Advisors Inc.". https://titelia.com/en/funds/US13F1904033