Buckingham Capital Management
Latest statistics and disclosures from Buckingham Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPIB, AAPL, SPSB, IEI, SCHB, and represent 29.34% of Buckingham Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SCHB (+$21M), SCHM (+$20M), BLK (+$16M), SCHF (+$7.9M), SPIB (+$7.8M), SCHA (+$6.1M), BURL, NVO, VUG, NI.
- Started 5 new stock positions in VUG, BLK, ANET, APTV, VIG.
- Reduced shares in these 10 stocks: , ABT, TJX, AVGO, NKE, LLY, TMUS, TSM, AAPL, .
- Sold out of its positions in ADBE, AMGN, BlackRock, CI, DHR, EMR, GD, HCA, ITW, INFY. IR, QUAL, KMB, SJM, Delphi Automotive Inc international.
- Buckingham Capital Management was a net buyer of stock by $57M.
- Buckingham Capital Management has $872M in assets under management (AUM), dropping by -0.31%.
- Central Index Key (CIK): 0001567634
Tip: Access up to 7 years of quarterly data
Positions held by Buckingham Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Buckingham Capital Management
Buckingham Capital Management holds 131 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 12.0 | $105M | +8% | 3.2M | 32.76 |
|
| Apple (AAPL) | 5.0 | $44M | 174k | 250.42 |
|
|
| Spdr Ser Tr Portfolio Short (SPSB) | 4.5 | $39M | +2% | 1.3M | 29.86 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 4.0 | $35M | 300k | 115.55 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.9 | $34M | +169% | 1.5M | 22.70 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.7 | $32M | 556k | 57.41 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 3.4 | $30M | +194% | 1.1M | 27.71 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $30M | 220k | 134.29 |
|
|
| Microsoft Corporation (MSFT) | 3.1 | $27M | 63k | 421.50 |
|
|
| Broadcom (AVGO) | 2.9 | $25M | -6% | 108k | 231.84 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $24M | 124k | 190.44 |
|
|
| Amazon (AMZN) | 2.7 | $23M | 106k | 219.39 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $21M | -4% | 105k | 197.49 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.8 | $16M | +97% | 864k | 18.50 |
|
| Blackrock (BLK) | 1.8 | $16M | NEW | 15k | 1025.11 |
|
| salesforce (CRM) | 1.8 | $15M | -2% | 46k | 334.33 |
|
| Honeywell International (HON) | 1.6 | $14M | 63k | 225.89 |
|
|
| Visa Com Cl A (V) | 1.6 | $14M | 43k | 316.04 |
|
|
| Stryker Corporation (SYK) | 1.5 | $13M | 37k | 360.05 |
|
|
| Metropcs Communications (TMUS) | 1.5 | $13M | -6% | 60k | 220.73 |
|
| Astrazeneca Sponsored Adr (AZN) | 1.5 | $13M | 198k | 65.52 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.5 | $13M | +92% | 490k | 25.86 |
|
| American Express Company (AXP) | 1.4 | $12M | -4% | 40k | 296.79 |
|
| UnitedHealth (UNH) | 1.3 | $11M | -5% | 23k | 505.86 |
|
| Corpay Com Shs (CPAY) | 1.3 | $11M | 33k | 338.42 |
|
|
| Advanced Micro Devices (AMD) | 1.3 | $11M | 92k | 120.79 |
|
|
| Everest Re Group (EG) | 1.2 | $10M | 28k | 362.46 |
|
|
| AECOM Technology Corporation (ACM) | 1.2 | $10M | 94k | 106.82 |
|
|
| SYSCO Corporation (SYY) | 1.0 | $9.0M | 118k | 76.46 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $8.9M | +9% | 25k | 351.79 |
|
| Applied Materials (AMAT) | 1.0 | $8.6M | 53k | 162.63 |
|
|
| Pepsi (PEP) | 0.9 | $7.6M | +3% | 50k | 152.06 |
|
| Walt Disney Company (DIS) | 0.8 | $7.4M | 66k | 111.35 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.8 | $7.0M | 263k | 26.63 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $6.7M | -4% | 108k | 62.31 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $5.6M | -4% | 23k | 239.71 |
|
| Mondelez Intl Cl A (MDLZ) | 0.6 | $5.6M | +25% | 93k | 59.73 |
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $5.5M | +96% | 64k | 86.02 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $5.5M | 19k | 289.80 |
|
|
| Phillips 66 (PSX) | 0.6 | $5.2M | 46k | 113.93 |
|
|
| NiSource (NI) | 0.6 | $5.0M | +59% | 137k | 36.76 |
|
| Burlington Stores (BURL) | 0.6 | $5.0M | +158% | 17k | 285.06 |
|
| TJX Companies (TJX) | 0.5 | $4.8M | -37% | 39k | 120.81 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $4.7M | -25% | 6.1k | 772.00 |
|
| Welltower Inc Com reit (WELL) | 0.5 | $4.6M | 37k | 126.03 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $4.3M | -4% | 37k | 115.22 |
|
| Domino's Pizza (DPZ) | 0.5 | $4.2M | +54% | 10k | 419.76 |
|
| Nice Sponsored Adr (NICE) | 0.4 | $3.7M | +14% | 22k | 169.84 |
|
| Starbucks Corporation (SBUX) | 0.4 | $3.6M | -7% | 40k | 91.25 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $3.3M | 42k | 78.01 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $3.0M | +2% | 31k | 96.81 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.0M | +18% | 18k | 166.64 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $3.0M | -9% | 43k | 68.94 |
|
| Procter & Gamble Company (PG) | 0.3 | $3.0M | 18k | 167.65 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.3 | $2.9M | -4% | 84k | 34.35 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $2.7M | +2% | 36k | 74.01 |
|
| Home Depot (HD) | 0.3 | $2.6M | 6.6k | 388.99 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $2.5M | +2% | 8.6k | 289.89 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.5M | NEW | 6.0k | 410.44 |
|
| AES Corporation (AES) | 0.3 | $2.5M | -17% | 191k | 12.87 |
|
| Prologis (PLD) | 0.3 | $2.4M | 23k | 105.70 |
|
|
| Nike CL B (NKE) | 0.3 | $2.4M | -40% | 32k | 75.67 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.3M | -55% | 20k | 113.11 |
|
| Garmin SHS (GRMN) | 0.3 | $2.3M | -4% | 11k | 206.26 |
|
| Corning Incorporated (GLW) | 0.3 | $2.2M | -12% | 47k | 47.52 |
|
| Netflix (NFLX) | 0.3 | $2.2M | +3% | 2.5k | 891.32 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $2.1M | -5% | 3.3k | 636.03 |
|
| L3harris Technologies (LHX) | 0.2 | $2.1M | 9.9k | 210.28 |
|
|
| Coca-Cola Company (KO) | 0.2 | $2.0M | +2% | 33k | 62.26 |
|
| Halliburton Company (HAL) | 0.2 | $2.0M | +40% | 73k | 27.19 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.8M | +2% | 12k | 144.62 |
|
| Icon SHS (ICLR) | 0.2 | $1.8M | -4% | 8.4k | 209.71 |
|
| Waste Management (WM) | 0.2 | $1.7M | -4% | 8.4k | 201.79 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $1.6M | +8% | 24k | 65.18 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.5M | +3% | 39k | 37.53 |
|
| Merck & Co (MRK) | 0.2 | $1.5M | 15k | 99.48 |
|
|
| MetLife (MET) | 0.2 | $1.4M | -4% | 18k | 81.88 |
|
| Targa Res Corp (TRGP) | 0.2 | $1.4M | -10% | 7.9k | 178.50 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | -25% | 13k | 107.57 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.3M | -20% | 5.9k | 228.04 |
|
| Medtronic SHS (MDT) | 0.2 | $1.3M | 17k | 79.88 |
|
|
| Intuit (INTU) | 0.2 | $1.3M | 2.1k | 628.60 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $944k | +123% | 35k | 27.32 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $943k | -11% | 17k | 54.50 |
|
| Nextera Energy (NEE) | 0.1 | $801k | 11k | 71.69 |
|
|
| Lowe's Companies (LOW) | 0.1 | $798k | 3.2k | 246.80 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $773k | +47% | 4.1k | 189.32 |
|
| First Commonwealth Financial (FCF) | 0.1 | $761k | 45k | 16.92 |
|
|
| American Electric Power Company (AEP) | 0.1 | $665k | -4% | 7.2k | 92.23 |
|
| Cisco Systems (CSCO) | 0.1 | $590k | -3% | 10k | 59.20 |
|
| HEICO Corporation (HEI) | 0.1 | $578k | 2.4k | 237.74 |
|
|
| Abbvie (ABBV) | 0.1 | $574k | 3.2k | 177.71 |
|
|
| Caterpillar (CAT) | 0.1 | $570k | 1.6k | 362.77 |
|
|
| American Tower Reit (AMT) | 0.1 | $514k | 2.8k | 183.41 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $501k | -2% | 11k | 44.04 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $490k | +2% | 12k | 40.67 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $446k | -2% | 5.3k | 84.14 |
|
| Smith-Midland Corporation (SMID) | 0.1 | $445k | 10k | 44.46 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $419k | -30% | 925.00 | 453.28 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $414k | NEW | 2.1k | 195.83 |
|
| Wal-Mart Stores (WMT) | 0.0 | $409k | +36% | 4.5k | 90.35 |
|
| Chevron Corporation (CVX) | 0.0 | $393k | 2.7k | 144.83 |
|
|
| McKesson Corporation (MCK) | 0.0 | $384k | 674.00 | 569.91 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $369k | +11% | 714.00 | 516.50 |
|
| Iron Mountain (IRM) | 0.0 | $366k | 3.5k | 105.11 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $354k | 2.1k | 166.79 |
|
|
| Analog Devices (ADI) | 0.0 | $347k | -26% | 1.6k | 212.46 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $339k | 1.5k | 226.09 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $324k | 13k | 24.70 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $320k | -7% | 1.8k | 177.33 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $316k | -2% | 536.00 | 588.68 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $312k | 2.9k | 107.74 |
|
|
| Linde SHS (LIN) | 0.0 | $309k | -7% | 739.00 | 418.67 |
|
| Aptiv Com Shs (APTV) | 0.0 | $300k | NEW | 5.0k | 60.48 |
|
| Eaton Corp SHS (ETN) | 0.0 | $296k | 891.00 | 331.87 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $288k | 593.00 | 485.94 |
|
|
| Masco Corporation (MAS) | 0.0 | $287k | -20% | 3.9k | 72.57 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $275k | 2.6k | 104.89 |
|
|
| Peoples Ban (PEBO) | 0.0 | $268k | -36% | 8.5k | 31.69 |
|
| Farmers & Merchants State Bank Com Stk (FMAO) | 0.0 | $261k | 8.9k | 29.45 |
|
|
| Progressive Corporation (PGR) | 0.0 | $255k | -3% | 1.1k | 239.61 |
|
| Anthem (ELV) | 0.0 | $249k | -55% | 676.00 | 368.90 |
|
| Meta Platforms Cl A (META) | 0.0 | $240k | 410.00 | 585.54 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $235k | +2% | 5.3k | 43.95 |
|
| FactSet Research Systems (FDS) | 0.0 | $223k | 465.00 | 480.28 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $217k | 2.1k | 103.44 |
|
|
| Pfizer (PFE) | 0.0 | $213k | -39% | 8.0k | 26.53 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $207k | NEW | 1.9k | 110.53 |
|
| DNP Select Income Fund (DNP) | 0.0 | $98k | 11k | 8.82 |
|
|
| Coda Octopus Group Com New (CODA) | 0.0 | $78k | 10k | 7.83 |
|
|
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $63k | 13k | 4.69 |
|
Past Filings by Buckingham Capital Management
SEC 13F filings are viewable for Buckingham Capital Management going back to 2012
- Buckingham Capital Management 2024 Q4 filed Jan. 31, 2025
- Buckingham Capital Management 2024 Q3 filed Nov. 4, 2024
- Buckingham Capital Management 2024 Q2 filed July 15, 2024
- Buckingham Capital Management 2024 Q1 filed April 10, 2024
- Buckingham Capital Management 2023 Q4 filed Feb. 7, 2024
- Buckingham Capital Management 2023 Q3 filed Oct. 13, 2023
- Buckingham Capital Management 2023 Q2 filed July 11, 2023
- Buckingham Capital Management 2023 Q1 filed April 11, 2023
- Buckingham Capital Management 2022 Q4 filed Jan. 24, 2023
- Buckingham Capital Management 2022 Q3 filed Nov. 10, 2022
- Buckingham Capital Management 2022 Q2 filed Aug. 5, 2022
- Buckingham Capital Management 2022 Q1 filed May 6, 2022
- Buckingham Capital Management 2021 Q4 filed Feb. 7, 2022
- Buckingham Capital Management 2021 Q3 filed Nov. 8, 2021
- Buckingham Capital Management 2021 Q2 filed July 27, 2021
- Buckingham Capital Management 2021 Q1 filed May 4, 2021