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

View all past filings