0001317829-24-000002.txt : 20240418 0001317829-24-000002.hdr.sgml : 20240418 20240418141514 ACCESSION NUMBER: 0001317829-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Buffington Mohr McNeal CENTRAL INDEX KEY: 0001317829 ORGANIZATION NAME: IRS NUMBER: 820499613 STATE OF INCORPORATION: ID FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11530 FILM NUMBER: 24853898 BUSINESS ADDRESS: STREET 1: P.O. BOX 2016 CITY: BOISE STATE: ID ZIP: 83701 BUSINESS PHONE: 208-338-5551 MAIL ADDRESS: STREET 1: P.O. BOX 2016 CITY: BOISE STATE: ID ZIP: 83701 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0001317829 XXXXXXXX 03-31-2024 03-31-2024 Buffington Mohr McNeal
P.O. BOX 2016 BOISE ID 83701
13F HOLDINGS REPORT 028-11530 N
Bruce R. Mohr Partner 208-338-5551 Bruce R. Mohr Boise ID 04-18-2024 0 129 552410023 false
INFORMATION TABLE 2 20240328.xml AMAZON COM INC COM Stock 023135106 10065323 55801 SH SOLE 0 55800 0 0 INVESCO QQQ TRUST SERIES I ETF 46090E103 531497 1197 SH SOLE 0 1197 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 22429758 107696 SH SOLE 0 107695 0 0 ELEVANCE HEALTH INC COM Stock 036752103 4780487 9219 SH SOLE 0 9219 0 0 VULCAN MATLS CO COM Stock 929160109 1505154 5515 SH SOLE 0 5515 0 0 JOHNSON & JOHNSON COM Stock 478160104 615191 3889 SH SOLE 0 3888 0 0 VANGUARD TOTAL STOCK MARKET ETF ETF 922908769 270309 1040 SH SOLE 0 1040 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 26096696 35621 SH SOLE 0 35620 0 0 ISHARES MSCI KLD 400 SOCIAL ETF ETF 464288570 380892 3778 SH SOLE 0 3778 0 0 COCA COLA CO COM Stock 191216100 1047546 17122 SH SOLE 0 17122 0 0 ENTERPRISE PRODS PARTNERS L P COM Stock 293792107 247846 8494 SH SOLE 0 8493 0 0 IDEX CORP COM Stock 45167R104 1286961 5274 SH SOLE 0 5274 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 326945 2200 SH SOLE 0 2199 0 0 WATERS CORP COM Stock 941848103 234076 680 SH SOLE 0 680 0 0 MERCK & CO INC COM Stock 58933Y105 10923757 82787 SH SOLE 0 82787 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 1050325 2008 SH SOLE 0 2008 0 0 UNITED RENTALS INC COM Stock 911363109 14813503 20543 SH SOLE 0 20542 0 0 CORNING INC COM Stock 219350105 363901 11041 SH SOLE 0 11040 0 0 EDWARDS LIFESCIENCES CORP COM Stock 28176E108 640252 6700 SH SOLE 0 6700 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 261368 6229 SH SOLE 0 6228 0 0 MARVELL TECHNOLOGY INC COM Stock 573874104 2776937 39178 SH SOLE 0 39178 0 0 FEDEX CORP COM Stock 31428X106 945154 3262 SH SOLE 0 3262 0 0 PEPSICO INC COM Stock 713448108 582433 3328 SH SOLE 0 3328 0 0 HONEYWELL INTL INC COM Stock 438516106 10337306 50364 SH SOLE 0 50364 0 0 US BANCORP DEL COM NEW Stock 902973304 1440636 32229 SH SOLE 0 32229 0 0 HOME DEPOT INC COM Stock 437076102 4563687 11897 SH SOLE 0 11896 0 0 PACER US SMALL CAP CASH COWS 100 ETF ETF 69374H857 16545848 336571 SH SOLE 0 336571 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 675297 2704 SH SOLE 0 2704 0 0 SPDR GOLD SHARES ETF 78463V107 279779 1360 SH SOLE 0 1360 0 0 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 42893302 691159 SH SOLE 0 691158 0 0 TELEFLEX INCORPORATED COM Stock 879369106 1013242 4480 SH SOLE 0 4480 0 0 MSC INDL DIRECT INC CL A Stock 553530106 291120 3000 SH SOLE 0 3000 0 0 CENTENE CORP DEL COM Stock 15135B101 1025891 13072 SH SOLE 0 13072 0 0 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 317303 2871 SH SOLE 0 2871 0 0 ISHARES IBONDS DEC 2027 TERM CORPORATE ETF ETF 46435UAA9 414644 17422 SH SOLE 0 17422 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1861095 4426 SH SOLE 0 4425 0 0 VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409 456584 5906 SH SOLE 0 5905 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 3178737 21061 SH SOLE 0 21061 0 0 FISERV INC COM Stock 337738108 5707012 35709 SH SOLE 0 35709 0 0 UNILEVER PLC SPON ADR NEW ADR 904767704 1365921 27215 SH SOLE 0 27215 0 0 NEWMONT CORP COM Stock 651639106 352486 9835 SH SOLE 0 9835 0 0 COMCAST CORP NEW CL A Stock 20030N101 428298 9880 SH SOLE 0 9880 0 0 MICROSOFT CORP COM Stock 594918104 30780144 73161 SH SOLE 0 73160 0 0 CVS HEALTH CORP COM Stock 126650100 1134028 14218 SH SOLE 0 14218 0 0 ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF ETF 46435G219 1884597 42020 SH SOLE 0 42020 0 0 VANGUARD SMALL-CAP ETF ETF 922908751 202302 885 SH SOLE 0 885 0 0 NEXTERA ENERGY INC COM Stock 65339F101 1217294 19047 SH SOLE 0 19047 0 0 NIKE INC CL B Stock 654106103 1209761 12873 SH SOLE 0 12872 0 0 ISHARES MSCI EMERGING MARKETS EX CHINA ETF ETF 46434G764 227402 3950 SH SOLE 0 3950 0 0 NXP SEMICONDUCTORS N V COM Stock N6596X109 2033338 8207 SH SOLE 0 8206 0 0 VANGUARD INFORMATION TECHNOLOGY ETF ETF 92204A702 241721 461 SH SOLE 0 461 0 0 AMPHENOL CORP NEW CL A Stock 032095101 15107691 130973 SH SOLE 0 130972 0 0 KKR & CO INC COM Stock 48251W104 11997956 119288 SH SOLE 0 119287 0 0 VANGUARD S&P 500 ETF ETF 922908363 1843970 3836 SH SOLE 0 3836 0 0 GLOBAL X COPPER MINERS ETF ETF 37954Y830 339440 8000 SH SOLE 0 8000 0 0 INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 6421393 37913 SH SOLE 0 37913 0 0 ISHARES CYBERSECURITY & TECH ETF ETF 46435U135 1181463 25218 SH SOLE 0 25218 0 0 ELI LILLY & CO COM Stock 532457108 2306651 2965 SH SOLE 0 2965 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 7550053 31164 SH SOLE 0 31163 0 0 LEIDOS HOLDINGS INC COM Stock 525327102 429320 3275 SH SOLE 0 3275 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 316502 1505 SH SOLE 0 1505 0 0 FIDELITY NATL INFORMATION SVCS COM Stock 31620M106 526233 7094 SH SOLE 0 7094 0 0 MICRON TECHNOLOGY INC COM Stock 595112103 5345502 45343 SH SOLE 0 45343 0 0 CARRIER GLOBAL CORPORATION COM Stock 14448C104 1008323 17346 SH SOLE 0 17346 0 0 AFLAC INC COM Stock 001055102 223751 2606 SH SOLE 0 2606 0 0 FREEPORT-MCMORAN INC CL B Stock 35671D857 5346998 113718 SH SOLE 0 113717 0 0 ISHARES IBONDS 2030 CORP BOND ETF 46436E726 12566265 587209 SH SOLE 0 587208 0 0 PACIFIC PREMIER BANCORP COM Stock 69478X105 461688 19237 SH SOLE 0 19237 0 0 FIRST SOLAR INC COM Stock 336433107 668279 3959 SH SOLE 0 3959 0 0 VISA INC COM CL A Stock 92826C839 11070217 39667 SH SOLE 0 39666 0 0 ISHARES IBONDS 2031 CORP BOND ETF 46436E486 12409175 605621 SH SOLE 0 605621 0 0 GOLDMAN SACHS FUTURE REAL ESTATE AND INFRASTRUCTURE EQUITY ETF ETF 38149W762 1147100 34160 SH SOLE 0 34160 0 0 JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF JPMORGAN INTERNATIONAL ETF 46641Q134 15654188 249987 SH SOLE 0 249987 0 0 BROADCOM INC COM Stock 11135F101 2045108 1543 SH SOLE 0 1543 0 0 CANADIAN PACIFIC KANSAS CITY COM Stock 13646K108 233651 2650 SH SOLE 0 2650 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 835330 2410 SH SOLE 0 2410 0 0 NVIDIA CORPORATION COM Stock 67066G104 751899 832 SH SOLE 0 832 0 0 ISHARES SHORT TERM CORPORATE BOND ETF 464288646 4109634 80141 SH SOLE 0 80141 0 0 ISHARES SHORT TREASURY BOND ETF ETF 464288679 256784 2323 SH SOLE 0 2323 0 0 GENUINE PARTS CO COM Stock 372460105 317607 2050 SH SOLE 0 2050 0 0 ABBVIE INC COM Stock 00287Y109 299555 1645 SH SOLE 0 1645 0 0 S&P GLOBAL INC COM Stock 78409V104 6814605 16017 SH SOLE 0 16017 0 0 ANSYS INC COM Stock 03662Q105 798468 2300 SH SOLE 0 2300 0 0 CHURCH & DWIGHT CO INC COM Stock 171340102 865773 8300 SH SOLE 0 8300 0 0 QUALCOMM INC COM Stock 747525103 228162 1348 SH SOLE 0 1347 0 0 VERALTO CORP COM SHS Stock 92338C103 318378 3591 SH SOLE 0 3591 0 0 MCDONALDS CORP COM Stock 580135101 284556 1009 SH SOLE 0 1009 0 0 AMETEK INC COM Stock 031100100 11536671 63076 SH SOLE 0 63076 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 10165016 56319 SH SOLE 0 56319 0 0 HENRY SCHEIN INC COM Stock 806407102 551296 7300 SH SOLE 0 7300 0 0 FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF ETF 316092808 1533933 9843 SH SOLE 0 9843 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 20405596 38814 SH SOLE 0 38813 0 0 ISHARES IBONDS 2026 CORP BOND ETF 46435GAA0 13587487 569706 SH SOLE 0 569705 0 0 WELLS FARGO CO NEW COM Stock 949746101 1320497 22783 SH SOLE 0 22782 0 0 UNION PAC CORP COM Stock 907818108 824849 3354 SH SOLE 0 3354 0 0 ECOLAB INC COM Stock 278865100 7333564 31761 SH SOLE 0 31760 0 0 REPUBLIC SVCS INC COM Stock 760759100 6321328 33020 SH SOLE 0 33019 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 16093306 27689 SH SOLE 0 27689 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 13029908 65052 SH SOLE 0 65051 0 0 CHEVRON CORP NEW COM Stock 166764100 4455744 28247 SH SOLE 0 28247 0 0 DANAHER CORPORATION COM Stock 235851102 15879591 63590 SH SOLE 0 63589 0 0 M & T BK CORP COM Stock 55261F104 487224 3350 SH SOLE 0 3350 0 0 TJX COS INC NEW COM Stock 872540109 789555 7785 SH SOLE 0 7785 0 0 BANK AMERICA CORP COM Stock 060505104 6454646 170217 SH SOLE 0 170217 0 0 ISHARES MSCI GERMANY ETF ETF 464286806 234950 7400 SH SOLE 0 7400 0 0 WALMART INC COM Stock 931142103 1138313 18918 SH SOLE 0 18918 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 417500 2186 SH SOLE 0 2186 0 0 ORACLE CORP COM Stock 68389X105 592502 4717 SH SOLE 0 4717 0 0 RTX CORPORATION COM Stock 75513E101 1561845 16014 SH SOLE 0 16014 0 0 TEXAS INSTRS INC COM Stock 882508104 1242640 7133 SH SOLE 0 7133 0 0 MORGAN STANLEY COM NEW Stock 617446448 1071070 11375 SH SOLE 0 11375 0 0 3M CO COM Stock 88579Y101 243961 2300 SH SOLE 0 2300 0 0 CATERPILLAR INC COM Stock 149123101 229019 625 SH SOLE 0 625 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 5823132 38245 SH SOLE 0 38244 0 0 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 413064 2262 SH SOLE 0 2262 0 0 ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 342206 5894 SH SOLE 0 5894 0 0 EATON CORP PLC SHS Stock G29183103 882696 2823 SH SOLE 0 2823 0 0 FIRST FNDTN INC COM Stock 32026V104 125843 16668 SH SOLE 0 16668 0 0 IDACORP INC COM Stock 451107106 518605 5583 SH SOLE 0 5583 0 0 ROBERT HALF INC. COM Stock 770323103 420184 5300 SH SOLE 0 5300 0 0 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 843249 6900 SH SOLE 0 6900 0 0 EXXON MOBIL CORP COM Stock 30231G102 750445 6456 SH SOLE 0 6456 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 867870 1754 SH SOLE 0 1754 0 0 CROWN CASTLE INC COM REIT 22822V101 979986 9260 SH SOLE 0 9260 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 2841669 46784 SH SOLE 0 46784 0 0 APPLE INC COM Stock 037833100 9202294 53664 SH SOLE 0 53663 0 0 ISHARES IBONDS 2025 CORP BOND ETF 46434VBD1 12804927 516120 SH SOLE 0 516119 0 0 ISHARES IBONDS 2024 CORP BOND ETF 46434VBG4 1158094 46231 SH SOLE 0 46231 0 0 ABBOTT LABS COM Stock 002824100 10596996 93234 SH SOLE 0 93234 0 0