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
$367B
$2.98 Million 0.35% of portfolio
17,791
Q4 2024 Added 0.47%
$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%
$175B
$2.65 Million 0.31% of portfolio
35,852
Q4 2024 Added 2.42%
$373B
$2.57 Million 0.3% of portfolio
6,610
Q4 2024 Reduced 1.14%
$99.6B
$2.44 Million 0.29% of portfolio
23,123
Q4 2024 Added 0.91%
$9.14B
$2.46 Million 0.29% of portfolio
191,154
Q4 2024 Reduced 17.04%
$218B
$2.49 Million 0.29% of portfolio
8,581
Q4 2024 Added 2.82%
$0
$2.48 Million 0.29% of portfolio
6,049
Q4 2024 New
$93.2B
$2.41 Million 0.29% of portfolio
31,904
Q4 2024 Reduced 40.46%
$43.3B
$2.3 Million 0.27% of portfolio
11,164
Q4 2024 Reduced 4.7%
$218B
$2.31 Million 0.27% of portfolio
20,427
Q4 2024 Reduced 55.02%
$45.6B
$2.21 Million 0.26% of portfolio
46,519
Q4 2024 Reduced 12.25%
$549B
$2.19 Million 0.26% of portfolio
2,462
Q4 2024 Added 3.49%
$50.3B
$2.08 Million 0.25% of portfolio
9,886
Q4 2024 Reduced 1.54%
$91.4B
$2.08 Million 0.25% of portfolio
3,278
Q4 2024 Reduced 5.56%
$19.2B
$2 Million 0.24% of portfolio
73,381
Q4 2024 Added 40.25%
$11.4B
$1.76 Million 0.21% of portfolio
8,392
Q4 2024 Reduced 4.88%
$430B
$1.79 Million 0.21% of portfolio
12,374
Q4 2024 Added 2.51%
$92.5B
$1.7 Million 0.2% of portfolio
8,402
Q4 2024 Reduced 4.32%
$21.1B
$1.57 Million 0.19% of portfolio
24,130
Q4 2024 Added 8.53%
$201B
$1.46 Million 0.17% of portfolio
14,677
Q4 2024 Reduced 0.34%
$154B
$1.46 Million 0.17% of portfolio
38,992
Q4 2024 Added 3.53%
$60.9B
$1.44 Million 0.17% of portfolio
17,642
Q4 2024 Reduced 4.88%
$37B
$1.41 Million 0.17% of portfolio
7,886
Q4 2024 Reduced 10.03%
$119B
$1.33 Million 0.16% of portfolio
16,701
Q4 2024 Added 1.23%
$450B
$1.39 Million 0.16% of portfolio
12,900
Q4 2024 Reduced 25.03%
$139B
$1.34 Million 0.16% of portfolio
5,875
Q4 2024 Reduced 20.43%
$215B
$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%
$0
$943,000 0.11% of portfolio
34,534
Q4 2024 Added 123.58%
$1.57B
$760,000 0.09% of portfolio
44,955
Q4 2024 Reduced 0.88%
$150B
$800,000 0.09% of portfolio
11,166
Q4 2024 Reduced 0.53%
$137B
$797,000 0.09% of portfolio
3,233
Q3 2024 Reduced 0.09%
$1.07T
$772,000 0.09% of portfolio
4,081
Q4 2024 Added 47.97%
$55.8B
$664,000 0.08% of portfolio
7,209
Q4 2024 Reduced 4.26%
$327B
$573,000 0.07% of portfolio
3,228
Q4 2024 Added 0.06%
$281B
$589,000 0.07% of portfolio
9,957
Q4 2024 Reduced 3.67%
$216B
$569,000 0.07% of portfolio
1,570
Q4 2024 Added 0.13%
$17.7B
$578,000 0.07% of portfolio
2,432
Q4 2023 Added 2.1%
$105B
$513,000 0.06% of portfolio
2,800
Q4 2024 Added 1.82%
$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%
$189M
$465,000 0.06% of portfolio
10,000
Q4 2023 New
$0
$445,000 0.05% of portfolio
5,297
Q4 2024 Reduced 2.31%
$293B
$393,000 0.05% of portfolio
2,716
Q4 2024 Added 0.07%
$102B
$384,000 0.05% of portfolio
674
Q2 2023 Reduced 0.44%
$631B
$419,000 0.05% of portfolio
925
Q4 2024 Reduced 30.19%
$260B
$408,000 0.05% of portfolio
4,523
Q4 2024 Added 36.11%

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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