Buckingham Capital Management, Inc. Portfolio Holdings

Buckingham Capital Management, Inc.

  • $863 Million
  • Q3 2024

Buckingham Capital Management, Inc. has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $863 Million distributed in 141 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $99.6M, Apple Inc. with a value of $41.4M, Spdr Portfolio Short Term Corp with a value of $38.5M, Schwab Strategic Tr Us Broad M with a value of $37M, and Ishares Barclays 3 7 Yr Treas with a value of $36.2M.

Examining the 13F form we can see an increase of $36.5M in the current position value, from $826M to 863M.

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

Portfolio value $863 Million
ETFs: $348 Million
Technology: $194 Million
Healthcare: $70.4 Million
Financial Services: $60.9 Million
Consumer Cyclical: $48.8 Million
Communication Services: $44.6 Million
Industrials: $35.4 Million
Consumer Defensive: $29 Million
Other: $31.9 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$99.6 Million 11.54% of portfolio
2,953,833
Q3 2024 Added 4.86%
$0
$38.5 Million 4.47% of portfolio
1,272,989
Q3 2024 Added 1.99%
$0
$37 Million 4.29% of portfolio
555,851
Q3 2024 Added 1.91%
$0
$36.2 Million 4.2% of portfolio
302,842
Q3 2024 Reduced 0.62%
$0
$34.8 Million 4.03% of portfolio
552,073
Q3 2024 Reduced 4.48%
$0
$30.1 Million 3.48% of portfolio
361,709
Q3 2024 Reduced 0.23%
$0
$18 Million 2.09% of portfolio
438,097
Q3 2024 Reduced 2.77%
$0
$13.1 Million 1.52% of portfolio
254,172
Q3 2024 Reduced 0.08%
$0
$7.55 Million 0.88% of portfolio
258,826
Q3 2024 Reduced 0.45%
$0
$7.07 Million 0.82% of portfolio
113,524
Q3 2024 Reduced 1.13%
$0
$5.46 Million 0.63% of portfolio
19,274
Q3 2024 Reduced 1.65%
$0
$4.51 Million 0.52% of portfolio
38,534
Q3 2024 Reduced 2.59%
$0
$3.34 Million 0.39% of portfolio
41,998
Q3 2024 Reduced 2.83%
$0
$3.24 Million 0.38% of portfolio
48,027
Q3 2024 Added 0.99%
$0
$3 Million 0.35% of portfolio
87,038
Q3 2024 Reduced 3.11%
$0
$2.77 Million 0.32% of portfolio
30,647
Q3 2024 Added 3.7%
$0
$522,000 0.06% of portfolio
5,422
Q2 2024 Reduced 5.23%
$0
$524,000 0.06% of portfolio
11,750
Q3 2024 Added 30.56%
$0
$556,000 0.06% of portfolio
11,633
Q2 2024 Added 9.04%
$0
$317,000 0.04% of portfolio
550
Q3 2024 Reduced 25.37%
$0
$327,000 0.04% of portfolio
13,000
Q2 2024 Reduced 2.26%
$0
$266,000 0.03% of portfolio
2,617
Q3 2024 Reduced 0.08%
$0
$205,000 0.02% of portfolio
1,144
Q3 2024 Reduced 5.22%

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $863 Million
  • Prior Value $826 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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