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 VIG, APTV, BLK, ANET, VUG.
- 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
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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