Back to funds
View filing
Buttonwood Financial Advisors Inc.
hedge fundUpdated 23 days agoManaged by Buttonwood Financial Advisors Inc. • Latest filing Q3 2026
Portfolio value
$331M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
14.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $290.5M |
| Q4 2025 | $300M |
| Q1 2026 | $298.8M |
| Q2 2026 | $328.7M |
| Q3 2026 | $331M |
Top holdings
110 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $27.6M | 260.9K | 8.33% | Trimmed(-3.8%) | |
| 2 | $20.9M | 60.8K | 6.32% | Trimmed(-1.2%) | |
| 3 | $18.6M | 430.6K | 5.63% | Added(+1.0%) | |
| 4 | $16.1M | 31.3K | 4.86% | Added(+0.7%) | |
| 5 | $16M | 195.4K | 4.82% | Trimmed(-2.7%) | |
| 6 | $13M | 138.2K | 3.94% | Added(+1.2%) | |
| 7 | $12.8M | 270.1K | 3.86% | Added(+3.3%) | |
| 8 | $11.4M | 22.8K | 3.44% | Trimmed(-0.1%) | |
| 9 | $10.8M | 47.6K | 3.26% | Trimmed(-3.6%) | |
| 10 | $10.4M | 14.3K | 3.14% | Trimmed(-0.2%) | |
| 11 | $9.4M | 115.8K | 2.84% | Added(+1.3%) | |
| 12 | $8.4M | 20.8K | 2.52% | Trimmed(-1.4%) | |
| 13 | $6.8M | 27.5K | 2.07% | Trimmed(-0.3%) | |
| 14 | $6.2M | 12.1K | 1.86% | Trimmed(-1.6%) | |
| 15 | $6.1M | 3.6K | 1.85% | Trimmed(-0.2%) | |
| 16 | $6M | 3.3K | 1.82% | Trimmed(-0.3%) | |
| 17 | $5.7M | 36.6K | 1.71% | — | |
| 18 | $5.4M | 40.3K | 1.63% | Trimmed(-0.1%) | |
| 19 | $5.1M | 14.3K | 1.55% | Trimmed(-1.4%) | |
| 20 | $4.8M | 61.5K | 1.44% | Trimmed(-1.5%) |