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

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%
$4.35T
$43.7 Million 5.17% of portfolio
174,354
Q4 2024 Reduced 1.99%
$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%
$505B
$29.5 Million 3.49% of portfolio
219,749
Q4 2024 Added 1.83%
$3.86T
$26.6 Million 3.15% of portfolio
63,147
Q4 2024 Added 0.97%
$150B
$25 Million 2.96% of portfolio
107,798
Q4 2024 Reduced 6.81%
$1.72T
$23.6 Million 2.79% of portfolio
123,866
Q4 2024 Reduced 0.97%
$2.49T
$23.2 Million 2.74% of portfolio
105,556
Q4 2024 Reduced 0.43%
$1.56T
$20.6 Million 2.44% of portfolio
104,466
Q4 2024 Reduced 4.31%
$0
$16 Million 1.89% of portfolio
863,564
Q4 2024 Added 97.12%
$260B
$15.4 Million 1.82% of portfolio
45,968
Q4 2024 Reduced 2.74%
$135B
$14.2 Million 1.69% of portfolio
63,048
Q4 2024 Reduced 1.48%
$135B
$13.2 Million 1.57% of portfolio
36,783
Q4 2024 Reduced 1.79%
$261B
$13.2 Million 1.56% of portfolio
59,644
Q4 2024 Reduced 6.83%
$255B
$12.9 Million 1.53% of portfolio
197,505
Q4 2024 Added 1.28%
$0
$12.7 Million 1.5% of portfolio
490,214
Q4 2024 Added 92.87%
$270B
$12 Million 1.42% of portfolio
40,425
Q4 2024 Reduced 4.01%
$319B
$11.4 Million 1.35% of portfolio
22,517
Q4 2024 Reduced 5.3%
$413B
$11.1 Million 1.32% of portfolio
92,088
Q4 2024 Added 1.38%
$14.5B
$10.5 Million 1.24% of portfolio
28,289
Q4 2024 Added 0.41%
$18.8B
$10.1 Million 1.19% of portfolio
94,097
Q4 2024 Added 0.18%
$37.6B
$9.01 Million 1.07% of portfolio
117,898
Q4 2024 Added 1.3%
$158B
$8.89 Million 1.05% of portfolio
25,277
Q4 2024 Added 9.3%
$201B
$8.59 Million 1.02% of portfolio
52,789
Q4 2024 Added 1.36%
$201B
$7.64 Million 0.9% of portfolio
50,211
Q4 2024 Added 3.79%
$205B
$7.39 Million 0.88% of portfolio
66,380
Q4 2024 Reduced 1.93%
$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%
$78.8B
$5.58 Million 0.66% of portfolio
93,394
Q4 2024 Added 25.47%
$913B
$5.61 Million 0.66% of portfolio
23,393
Q4 2024 Reduced 4.81%
$112B
$5.51 Million 0.65% of portfolio
64,078
Q4 2024 Added 96.95%
$0
$5.48 Million 0.65% of portfolio
18,897
Q4 2024 Reduced 1.96%
$65.5B
$5.2 Million 0.62% of portfolio
45,684
Q4 2024 Reduced 1.99%
$17.1B
$5.02 Million 0.59% of portfolio
136,493
Q4 2024 Added 59.64%
$17.9B
$4.97 Million 0.59% of portfolio
17,419
Q4 2024 Added 158.98%
$820B
$4.73 Million 0.56% of portfolio
6,123
Q4 2024 Reduced 25.47%
$163B
$4.76 Million 0.56% of portfolio
39,424
Q4 2024 Reduced 37.22%
$83.9B
$4.61 Million 0.55% of portfolio
36,563
Q4 2024 Added 1.69%
$0
$4.26 Million 0.5% of portfolio
36,985
Q4 2024 Reduced 4.02%
$14.1B
$4.18 Million 0.49% of portfolio
9,954
Q4 2024 Added 54.18%
$8.68B
$3.74 Million 0.44% of portfolio
21,999
Q4 2024 Added 14.49%
$92.8B
$3.62 Million 0.43% of portfolio
39,686
Q4 2024 Reduced 7.97%
$0
$3.26 Million 0.39% of portfolio
41,727
Q4 2024 Reduced 0.65%
$708B
$3.01 Million 0.36% of portfolio
18,053
Q4 2024 Added 18.98%
$0
$3.04 Million 0.36% of portfolio
31,381
Q4 2024 Added 2.4%

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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