Buckingham Capital Management
Latest statistics and disclosures from Buckingham Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPIB, SPSB, VEU, VCSH, SCHB, and represent 23.42% of Buckingham Capital Management's stock portfolio.
- Added to shares of these 10 stocks: SPIB (+$17M), SCHB, DES, DHR, SCHM, RTX, SPLG, PLD, AXP, AMD.
- Started 8 new stock positions in XLV, XLRE, AXP, PH, ABBV, HAL, ELV, ORCL.
- Reduced shares in these 10 stocks: GSY (-$6.0M), VCSH (-$5.3M), , QUAL, LHX, HD, QSR, VTI, NEAR, .
- Sold out of its positions in META, USMV, MMM, VFC.
- Buckingham Capital Management was a net buyer of stock by $16M.
- Buckingham Capital Management has $575M in assets under management (AUM), dropping by 11.38%.
- Central Index Key (CIK): 0001567634
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Portfolio Holdings for Buckingham Capital Management
Buckingham Capital Management holds 114 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 5.9 | $34M | +105% | 1.1M | 31.83 | |
Spdr Ser Tr Portfolio Short (SPSB) | 5.5 | $32M | +2% | 1.1M | 29.38 | |
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.1 | $24M | 475k | 50.14 | ||
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.0 | $23M | -18% | 308k | 75.19 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.9 | $22M | +22% | 498k | 44.81 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 3.9 | $22M | +8% | 340k | 65.61 | |
Apple (AAPL) | 3.4 | $20M | 152k | 129.93 | ||
Microsoft Corporation (MSFT) | 3.0 | $17M | +4% | 72k | 239.82 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 2.5 | $15M | 449k | 32.21 | ||
Astrazeneca Sponsored Adr (AZN) | 2.3 | $14M | 199k | 67.80 | ||
Broadcom (AVGO) | 2.2 | $13M | 23k | 559.12 | ||
UnitedHealth (UNH) | 2.2 | $13M | -3% | 24k | 530.18 | |
BlackRock (BLK) | 2.1 | $12M | +4% | 17k | 708.63 | |
Honeywell International (HON) | 2.0 | $12M | +6% | 54k | 214.30 | |
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Alphabet Cap Stk Cl C (GOOG) | 2.0 | $12M | +4% | 131k | 88.73 | |
TJX Companies (TJX) | 2.0 | $11M | 144k | 79.60 | ||
Dollar General (DG) | 2.0 | $11M | -3% | 46k | 246.25 | |
Visa Com Cl A (V) | 2.0 | $11M | +2% | 55k | 207.76 | |
Stryker Corporation (SYK) | 2.0 | $11M | +9% | 46k | 244.49 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $11M | +9% | 148k | 74.49 | |
Everest Re Group (RE) | 1.7 | $9.7M | 29k | 331.27 | ||
Abbott Laboratories (ABT) | 1.6 | $9.3M | 84k | 109.79 | ||
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.6 | $9.0M | +2% | 222k | 40.51 | |
Amazon (AMZN) | 1.5 | $8.7M | +4% | 104k | 84.00 | |
Metropcs Communications (TMUS) | 1.4 | $8.0M | -4% | 57k | 140.00 | |
Corning Incorporated (GLW) | 1.3 | $7.7M | +3% | 241k | 31.94 | |
Nike CL B (NKE) | 1.3 | $7.7M | +15% | 65k | 117.01 | |
Pepsi (PEP) | 1.2 | $7.0M | +2% | 39k | 180.66 | |
SYSCO Corporation (SYY) | 1.2 | $6.8M | +2% | 89k | 76.45 | |
salesforce (CRM) | 1.1 | $6.3M | 48k | 132.59 | ||
Phillips 66 (PSX) | 1.1 | $6.3M | 60k | 104.08 | ||
Applied Materials (AMAT) | 1.1 | $6.2M | +7% | 64k | 97.38 | |
Eli Lilly & Co. (LLY) | 1.1 | $6.2M | -4% | 17k | 365.84 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $5.8M | -9% | 43k | 134.10 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $5.5M | -11% | 29k | 191.19 | |
Walt Disney Company (DIS) | 0.9 | $5.4M | 63k | 86.88 | ||
Ishares Tr Core S&p Mcp Etf (IJH) | 0.9 | $5.3M | 22k | 241.89 | ||
Advanced Micro Devices (AMD) | 0.9 | $5.1M | +26% | 80k | 64.77 | |
Prologis (PLD) | 0.9 | $5.1M | +35% | 45k | 112.73 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.9 | $5.0M | 211k | 23.67 | ||
AES Corporation (AES) | 0.9 | $4.9M | -2% | 172k | 28.76 | |
L3harris Technologies (LHX) | 0.9 | $4.9M | -28% | 24k | 208.21 | |
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.8 | $4.6M | -56% | 92k | 49.46 | |
Danaher Corporation (DHR) | 0.8 | $4.5M | +79% | 17k | 265.42 | |
Waste Management (WM) | 0.8 | $4.4M | -5% | 28k | 156.88 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $4.4M | 46k | 94.64 | ||
Wisdomtree Tr Us Smallcap Divd (DES) | 0.7 | $4.1M | +466% | 144k | 28.44 | |
Union Pacific Corporation (UNP) | 0.7 | $3.9M | +11% | 19k | 207.07 | |
Paypal Holdings (PYPL) | 0.6 | $3.6M | -5% | 51k | 71.22 | |
Adobe Systems Incorporated (ADBE) | 0.6 | $3.5M | +6% | 10k | 336.53 | |
Domino's Pizza (DPZ) | 0.5 | $3.0M | +37% | 8.8k | 346.40 | |
Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.5 | $3.0M | -27% | 46k | 64.67 | |
Raytheon Technologies Corp (RTX) | 0.5 | $2.8M | +131% | 28k | 100.92 | |
American Electric Power Company (AEP) | 0.5 | $2.8M | -9% | 29k | 94.95 | |
Home Depot (HD) | 0.5 | $2.6M | -37% | 8.3k | 315.86 | |
Totalenergies Se Sponsored Ads (TTE) | 0.4 | $2.5M | -9% | 41k | 62.08 | |
Procter & Gamble Company (PG) | 0.4 | $2.4M | +22% | 16k | 151.56 | |
McDonald's Corporation (MCD) | 0.3 | $1.9M | -6% | 7.2k | 263.53 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.3 | $1.8M | +649% | 40k | 44.98 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.5M | +6% | 19k | 75.54 | |
Citigroup Com New (C) | 0.2 | $1.4M | -10% | 31k | 45.23 | |
Johnson & Johnson (JNJ) | 0.2 | $1.4M | 7.7k | 176.66 | ||
Merck & Co (MRK) | 0.2 | $1.2M | -12% | 11k | 110.95 | |
Coca-Cola Company (KO) | 0.2 | $1.2M | -2% | 19k | 63.61 | |
Analog Devices (ADI) | 0.2 | $1.2M | -31% | 7.2k | 164.03 | |
Nextera Energy (NEE) | 0.2 | $1.2M | -9% | 14k | 83.60 | |
Cisco Systems (CSCO) | 0.2 | $1.2M | +10% | 25k | 47.64 | |
American Express Company (AXP) | 0.2 | $1.1M | NEW | 7.6k | 147.75 | |
Select Sector Spdr Tr Communication (XLC) | 0.2 | $1.1M | +28% | 22k | 47.99 | |
Digital Realty Trust (DLR) | 0.2 | $1.1M | -32% | 11k | 100.27 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.0M | +106% | 3.8k | 266.84 | |
Vmware Cl A Com (VMW) | 0.2 | $984k | -35% | 8.0k | 122.76 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $884k | +39% | 25k | 34.97 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $836k | -80% | 7.3k | 113.96 | |
Select Sector Spdr Tr Sbi Materials (XLB) | 0.1 | $829k | +8% | 11k | 77.68 | |
Medtronic SHS (MDT) | 0.1 | $816k | 11k | 77.72 | ||
Infosys Sponsored Adr (INFY) | 0.1 | $813k | +6% | 45k | 18.01 | |
Enbridge (ENB) | 0.1 | $791k | +12% | 20k | 39.09 | |
Unilever Spon Adr New (UL) | 0.1 | $780k | +14% | 16k | 50.35 | |
Garmin SHS (GRMN) | 0.1 | $748k | +20% | 8.1k | 92.29 | |
MetLife (MET) | 0.1 | $733k | -14% | 10k | 72.37 | |
Lowe's Companies (LOW) | 0.1 | $674k | -10% | 3.4k | 199.24 | |
Starbucks Corporation (SBUX) | 0.1 | $652k | -3% | 6.6k | 99.20 | |
Parker-Hannifin Corporation (PH) | 0.1 | $641k | NEW | 2.2k | 291.00 | |
Halliburton Company (HAL) | 0.1 | $615k | NEW | 16k | 39.35 | |
NVIDIA Corporation (NVDA) | 0.1 | $572k | 3.9k | 146.14 | ||
American Tower Reit (AMT) | 0.1 | $572k | 2.7k | 211.86 | ||
Royal Caribbean Cruises (RCL) | 0.1 | $558k | -17% | 11k | 49.43 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $497k | 13k | 38.98 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $424k | 1.1k | 384.21 | ||
Progressive Corporation (PGR) | 0.1 | $404k | -49% | 3.1k | 129.71 | |
HEICO Corporation (HEI) | 0.1 | $366k | 2.4k | 153.64 | ||
Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.1 | $317k | -67% | 6.4k | 49.27 | |
Pfizer (PFE) | 0.1 | $315k | -11% | 6.1k | 51.24 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $292k | 12k | 23.77 | ||
Lockheed Martin Corporation (LMT) | 0.1 | $289k | 593.00 | 486.49 | ||
Peoples Ban (PEBO) | 0.0 | $274k | 9.7k | 28.25 | ||
Duke Energy Corp Com New (DUK) | 0.0 | $267k | +3% | 2.6k | 102.99 | |
McKesson Corporation (MCK) | 0.0 | $253k | 674.00 | 375.12 | ||
Amgen (AMGN) | 0.0 | $250k | 950.00 | 262.64 | ||
PerkinElmer (PKI) | 0.0 | $249k | 1.8k | 140.22 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $248k | 2.8k | 88.23 | ||
Masco Corporation (MAS) | 0.0 | $242k | -6% | 5.2k | 46.67 | |
CVS Caremark Corporation (CVS) | 0.0 | $237k | 2.5k | 93.19 | ||
Abbvie (ABBV) | 0.0 | $235k | NEW | 1.5k | 161.65 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $229k | -33% | 2.7k | 84.75 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $216k | NEW | 1.6k | 135.85 | |
Anthem (ELV) | 0.0 | $207k | NEW | 404.00 | 512.97 | |
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $202k | NEW | 5.5k | 36.93 | |
Broadridge Financial Solutions (BR) | 0.0 | $201k | 1.5k | 134.13 | ||
Oracle Corporation (ORCL) | 0.0 | $201k | NEW | 2.5k | 81.74 | |
Core Molding Technologies (CMT) | 0.0 | $199k | 15k | 12.99 | ||
DNP Select Income Fund (DNP) | 0.0 | $176k | 16k | 11.25 | ||
Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $61k | 13k | 4.51 |
Past Filings by Buckingham Capital Management
SEC 13F filings are viewable for Buckingham Capital Management going back to 2012
- 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
- Buckingham Capital Management 2020 Q4 filed Feb. 4, 2021
- Buckingham Capital Management 2020 Q3 filed Nov. 2, 2020
- Buckingham Capital Management 2020 Q2 filed July 20, 2020
- Buckingham Capital Management 2020 Q1 filed May 6, 2020
- Buckingham Capital Management 2019 Q4 filed Feb. 13, 2020
- Buckingham Capital Management 2019 Q3 filed Nov. 12, 2019
- Buckingham Capital Management 2019 Q2 filed Aug. 9, 2019
- Buckingham Capital Management 2019 Q1 filed May 7, 2019