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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$105 Million 12.38% of portfolio
3,191,870
Q4 2024 Added 8.06%
$0
$38.8 Million 4.6% of portfolio
1,301,056
Q4 2024 Added 2.2%
$0
$34.7 Million 4.11% of portfolio
300,018
Q4 2024 Reduced 0.93%
$0
$34 Million 4.02% of portfolio
1,495,896
Q4 2024 Added 169.12%
$0
$31.9 Million 3.78% of portfolio
556,242
Q4 2024 Added 0.76%
$0
$29.5 Million 3.5% of portfolio
1,065,442
Q4 2024 Added 194.56%
$0
$16 Million 1.89% of portfolio
863,564
Q4 2024 Added 97.12%
$0
$12.7 Million 1.5% of portfolio
490,214
Q4 2024 Added 92.87%
$0
$7.01 Million 0.83% of portfolio
263,093
Q4 2024 Added 1.65%
$0
$6.74 Million 0.8% of portfolio
108,203
Q4 2024 Reduced 4.69%
$0
$5.48 Million 0.65% of portfolio
18,897
Q4 2024 Reduced 1.96%
$0
$4.26 Million 0.5% of portfolio
36,985
Q4 2024 Reduced 4.02%
$0
$3.26 Million 0.39% of portfolio
41,727
Q4 2024 Reduced 0.65%
$0
$3.04 Million 0.36% of portfolio
31,381
Q4 2024 Added 2.4%
$0
$2.99 Million 0.35% of portfolio
43,395
Q4 2024 Reduced 9.64%
$0
$2.87 Million 0.34% of portfolio
83,495
Q4 2024 Reduced 4.07%
$0
$943,000 0.11% of portfolio
34,534
Q4 2024 Added 123.58%
$0
$490,000 0.06% of portfolio
12,050
Q4 2024 Added 2.55%
$0
$501,000 0.06% of portfolio
11,386
Q4 2024 Reduced 2.12%
$0
$445,000 0.05% of portfolio
5,297
Q4 2024 Reduced 2.31%
$0
$385,000 0.05% of portfolio
2,114
Q4 2024 New
$0
$315,000 0.04% of portfolio
536
Q4 2024 Reduced 2.55%
$0
$323,000 0.04% of portfolio
13,110
Q4 2024 Added 0.85%
$0
$274,000 0.03% of portfolio
2,617
Q3 2024 Reduced 0.08%

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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