Buckingham Capital Management, Inc. Portfolio Holdings

Buckingham Capital Management, Inc.

  • $844 Million
  • Q4 2024

Buckingham Capital Management, Inc. has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $844 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $105M, Apple Inc. with a value of $43.7M, Spdr Portfolio Short Term Corp with a value of $38.8M, Ishares Barclays 3 7 Yr Treas with a value of $34.7M, and Schwab Strategic Tr Us Broad M with a value of $34M.

Examining the 13F form we can see an decrease of $18.4M in the current position value, from $863M to 844M.

Below you can find more details about Buckingham Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $844 Million
ETFs: $344 Million
Technology: $203 Million
Healthcare: $57.9 Million
Consumer Cyclical: $50.5 Million
Communication Services: $48.8 Million
Financial Services: $48.6 Million
Industrials: $33.9 Million
Consumer Defensive: $27.7 Million
Other: $29.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.7B
$2 Million 0.24% of portfolio
73,381
Q4 2024 Added 40.25%
$15.1B
$1.76 Million 0.21% of portfolio
8,392
Q4 2024 Reduced 4.88%
$437B
$1.79 Million 0.21% of portfolio
12,374
Q4 2024 Added 2.51%
$96B
$1.7 Million 0.2% of portfolio
8,402
Q4 2024 Reduced 4.32%
$19.8B
$1.57 Million 0.19% of portfolio
24,130
Q4 2024 Added 8.53%
$236B
$1.46 Million 0.17% of portfolio
14,677
Q4 2024 Reduced 0.34%
$158B
$1.46 Million 0.17% of portfolio
38,992
Q4 2024 Added 3.53%
$68.4B
$1.44 Million 0.17% of portfolio
17,642
Q4 2024 Reduced 4.88%
$44.3B
$1.41 Million 0.17% of portfolio
7,886
Q4 2024 Reduced 10.03%
$125B
$1.33 Million 0.16% of portfolio
16,701
Q4 2024 Added 1.23%
$449B
$1.39 Million 0.16% of portfolio
12,900
Q4 2024 Reduced 25.03%
$151B
$1.34 Million 0.16% of portfolio
5,875
Q4 2024 Reduced 20.43%
$169B
$1.33 Million 0.16% of portfolio
2,113
Q4 2024 Reduced 0.75%
$173B
$1.19 Million 0.14% of portfolio
17,311
Q4 2024 Reduced 11.98%
$1.53B
$760,000 0.09% of portfolio
44,955
Q4 2024 Reduced 0.88%
$141B
$800,000 0.09% of portfolio
11,166
Q4 2024 Reduced 0.53%
$1.02T
$772,000 0.09% of portfolio
4,081
Q4 2024 Added 47.97%
$55.3B
$664,000 0.08% of portfolio
7,209
Q4 2024 Reduced 4.26%
$374B
$573,000 0.07% of portfolio
3,228
Q4 2024 Added 0.06%
$261B
$589,000 0.07% of portfolio
9,957
Q4 2024 Reduced 3.67%
$175B
$569,000 0.07% of portfolio
1,570
Q4 2024 Added 0.13%
$14.4B
$578,000 0.07% of portfolio
2,432
Q4 2023 Added 2.1%
$97.6B
$513,000 0.06% of portfolio
2,800
Q4 2024 Added 1.82%
$179M
$465,000 0.06% of portfolio
10,000
Q4 2023 New
$300B
$393,000 0.05% of portfolio
2,716
Q4 2024 Added 0.07%
$92.6B
$384,000 0.05% of portfolio
674
Q2 2023 Reduced 0.44%
$669B
$419,000 0.05% of portfolio
925
Q4 2024 Reduced 30.19%
$265B
$408,000 0.05% of portfolio
4,523
Q4 2024 Added 36.11%
$37.8B
$339,000 0.04% of portfolio
1,500
Q4 2020 New
$44.7B
$320,000 0.04% of portfolio
1,806
Q4 2024 Reduced 7.48%
$91.4B
$311,000 0.04% of portfolio
2,893
Q4 2024 Added 1.15%
$118B
$346,000 0.04% of portfolio
1,631
Q4 2024 Reduced 26.4%
$26.2B
$366,000 0.04% of portfolio
3,483
Q4 2023 New
$29.3B
$368,000 0.04% of portfolio
714
Q4 2024 Added 11.04%
$221B
$353,000 0.04% of portfolio
2,120
Q3 2024 Added 0.33%
$366B
$234,000 0.03% of portfolio
5,339
Q4 2024 Added 2.01%
$147B
$213,000 0.03% of portfolio
8,030
Q4 2024 Reduced 39.62%
$69.6B
$217,000 0.03% of portfolio
2,100
Q3 2024 New
$95.3B
$249,000 0.03% of portfolio
676
Q4 2024 Reduced 55.7%
$350M
$261,000 0.03% of portfolio
8,873
Q3 2024 New
$1.5T
$241,000 0.03% of portfolio
410
Q4 2024 Added 0.24%
$904M
$268,000 0.03% of portfolio
8,469
Q4 2024 Reduced 36.75%
$16.7B
$286,000 0.03% of portfolio
3,949
Q4 2024 Reduced 20.21%
$167B
$255,000 0.03% of portfolio
1,065
Q4 2024 Reduced 3.62%
$118B
$288,000 0.03% of portfolio
593
Q1 2024 Reduced 2.95%
$111B
$295,000 0.03% of portfolio
891
Q3 2024 Reduced 53.64%
$17.4B
$223,000 0.03% of portfolio
465
Q4 2024 Reduced 1.06%
$0
$62,000 0.01% of portfolio
13,420
Q3 2019 New
$0
$97,000 0.01% of portfolio
11,060
Q2 2024 Reduced 1.03%

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $844 Million
  • Prior Value $863 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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