Institutional
Buckingham Capital Management, Inc.
CIK 0001567634
$871.6M
Reported AUM
131
Positions
Q4 2024
Period
2025-01-31
Filed
Editorial summary
Summary for Buckingham Capital Management, Inc. · Q4 2024 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q4 2024
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SER TR | $33.16 | 0.09% | 2.79% | 8.08% | $104.6M | 12.00% | — | HELD |
| 2 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $43.7M | 5.01% | — | HELD |
| 3 | SPSB | SPDR SER TR | $29.96 | 0.07% | 3.48% | 14.72% | $38.8M | 4.46% | — | HELD |
| 4 | IEI | ISHARES TR | $116.64 | 0.06% | 1.24% | 0.59% | $34.7M | 3.98% | — | HELD |
| 5 | SCHB | SCHWAB STRATEGIC TR | $28.68 | 1.63% | 20.17% | 67.61% | $34.0M | 3.90% | — | HELD |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $83.07 | 3.02% | 28.29% | 52.44% | $31.9M | 3.66% | — | HELD |
| 7 | SCHM | SCHWAB STRATEGIC TR | $34.79 | 1.90% | 24.62% | 39.94% | $29.5M | 3.39% | — | HELD |
| 8 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $29.5M | 3.39% | — | HELD |
| 9 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $26.6M | 3.05% | — | HELD |
| 10 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $25.0M | 2.87% | — | HELD |
| 11 | GOOG | ALPHABET INC | $333.53 | -0.66% | 77.27% | 132.86% | $23.6M | 2.71% | — | HELD |
| 12 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $23.2M | 2.66% | — | HELD |
| 13 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $403.55 | 7.71% | 73.36% | 267.64% | $20.6M | 2.37% | — | HELD |
| 14 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | 27.58% | 55.74% | $16.0M | 1.83% | — | HELD |
| 15 | BLK | BLACKROCK INC | $1098.37 | 1.78% | 2.59% | 31.21% | $15.6M | 1.79% | — | HELD |
| 16 | CRM | SALESFORCE INC | $180.71 | -4.07% | -27.31% | -30.68% | $15.4M | 1.76% | — | HELD |
| 17 | HON | HONEYWELL INTL INC | $241.93 | 0.34% | 12.79% | 14.50% | $14.2M | 1.63% | — | HELD |
| 18 | V | VISA INC | $366.40 | -0.63% | 8.37% | 65.12% | $13.6M | 1.56% | — | HELD |
| 19 | SYK | STRYKER CORPORATION | $348.04 | -1.20% | -7.56% | 31.42% | $13.2M | 1.52% | — | HELD |
| 20 | TMUS | T-MOBILE US INC | $173.34 | -4.51% | -22.03% | 38.53% | $13.2M | 1.51% | — | HELD |
| 21 | AZNN | ASTRAZENECA PLC | — | — | — | — | $12.9M | 1.48% | — | HELD |
| 22 | SCHA | SCHWAB STRATEGIC TR | $33.69 | 2.53% | 31.48% | 35.93% | $12.7M | 1.45% | — | HELD |
| 23 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | 15.92% | 116.12% | $12.0M | 1.38% | — | HELD |
| 24 | UNH | UNITEDHEALTH GROUP INC | $421.50 | 0.22% | 80.84% | 9.82% | $11.4M | 1.31% | — | HELD |
| 25 | CPAY | CORPAY INC | $390.12 | -0.69% | 24.16% | 49.21% | $11.2M | 1.28% | — | HELD |
| 26 | AMD | ADVANCED MICRO DEVICES INC | $485.46 | 13.01% | 188.39% | 347.27% | $11.1M | 1.28% | — | HELD |
| 27 | EG | EVEREST GROUP LTD | $375.36 | -4.70% | 13.00% | 52.88% | $10.3M | 1.18% | — | HELD |
| 28 | ACM | AECOM | $71.76 | -2.46% | -34.54% | 14.74% | $10.1M | 1.15% | — | HELD |
| 29 | SYY | SYSCO CORP | $84.71 | -0.71% | 8.42% | 20.70% | $9.0M | 1.03% | — | HELD |
| 30 | ACN | ACCENTURE PLC IRELAND | $163.29 | -5.71% | -34.80% | -47.34% | $8.9M | 1.02% | — | HELD |
| 31 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | — | — | $8.6M | 0.98% | — | HELD |
| 32 | PEP | PEPSICO INC | $140.20 | -2.30% | — | — | $7.6M | 0.88% | — | HELD |
| 33 | DIS | DISNEY WALT CO | $96.16 | -2.36% | — | — | $7.4M | 0.85% | — | HELD |
| 34 | SCHE | SCHWAB STRATEGIC TR | $35.72 | 2.41% | — | — | $7.0M | 0.80% | — | HELD |
| 35 | IJH | ISHARES TR | $75.35 | 0.83% | — | — | $6.7M | 0.77% | — | HELD |
| 36 | JPM | JPMORGAN CHASE & CO. | $350.93 | 1.80% | — | — | $5.6M | 0.64% | — | HELD |
| 37 | MDLZ | MONDELEZ INTL INC | $63.08 | -2.94% | — | — | $5.6M | 0.64% | — | HELD |
| 38 | NVO | NOVO-NORDISK A S | $51.61 | 0.06% | — | — | $5.5M | 0.63% | — | HELD |
| 39 | VTI | VANGUARD INDEX FDS | $366.33 | 1.64% | — | — | $5.5M | 0.63% | — | HELD |
| 40 | PSX | PHILLIPS 66 | $210.60 | 1.83% | — | — | $5.2M | 0.60% | — | HELD |
| 41 | NI | NISOURCE INC | $45.07 | 0.58% | — | — | $5.0M | 0.58% | — | HELD |
| 42 | BURL | BURLINGTON STORES INC | $372.19 | 0.29% | — | — | $5.0M | 0.57% | — | HELD |
| 43 | TJX | TJX COS INC NEW | $159.27 | -1.46% | — | — | $4.8M | 0.55% | — | HELD |
| 44 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | — | — | $4.7M | 0.54% | — | HELD |
| 45 | WELL | WELLTOWER INC | $235.63 | -2.26% | — | — | $4.6M | 0.53% | — | HELD |
| 46 | IJR | ISHARES TR | $145.50 | 0.82% | — | — | $4.3M | 0.49% | — | HELD |
| 47 | DPZ | DOMINOS PIZZA INC | $352.25 | -2.15% | — | — | $4.2M | 0.48% | — | HELD |
| 48 | NICE | NICE LTD | $98.88 | -5.85% | — | — | $3.7M | 0.43% | — | HELD |
| 49 | SBUX | STARBUCKS CORP | $105.85 | 1.64% | — | — | $3.6M | 0.42% | — | HELD |
| 50 | VCSH | VANGUARD SCOTTSDALE FDS | $78.67 | 0.07% | — | — | $3.3M | 0.37% | — | HELD |
| 51 | XLC | SELECT SECTOR SPDR TR | $106.58 | -2.68% | — | — | $3.0M | 0.35% | — | HELD |
| 52 | ORCL | ORACLE CORP | $127.51 | 8.30% | — | — | $3.0M | 0.35% | — | HELD |
| 53 | SPYM | SPDR SER TR | $87.31 | 1.61% | — | — | $3.0M | 0.34% | — | HELD |
| 54 | PG | PROCTER AND GAMBLE CO | $143.95 | -1.47% | — | — | $3.0M | 0.34% | — | HELD |
| 55 | DES | WISDOMTREE TR | $40.72 | -0.05% | — | — | $2.9M | 0.33% | — | HELD |
| 56 | SCHW | SCHWAB CHARLES CORP | $104.33 | -0.13% | — | — | $2.7M | 0.30% | — | HELD |
| 57 | HD | HOME DEPOT INC | $333.33 | -1.46% | — | — | $2.6M | 0.29% | — | HELD |
| 58 | MCD | MCDONALDS CORP | $268.44 | -1.13% | — | — | $2.5M | 0.29% | — | HELD |
| 59 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | — | — | $2.5M | 0.28% | — | HELD |
| 60 | AES | AES CORP | $14.85 | 0.20% | — | — | $2.5M | 0.28% | — | HELD |
| 61 | PLD | PROLOGIS INC. | $146.19 | 0.49% | — | — | $2.4M | 0.28% | — | HELD |
| 62 | NKE | NIKE INC | $42.29 | -2.15% | — | — | $2.4M | 0.28% | — | HELD |
| 63 | ABT | ABBOTT LABS | $105.63 | -2.19% | — | — | $2.3M | 0.27% | — | HELD |
| 64 | GRMN | GARMIN LTD | $297.84 | 1.02% | — | — | $2.3M | 0.26% | — | HELD |
| 65 | GLW | CORNING INC | $135.22 | 9.00% | — | — | $2.2M | 0.25% | — | HELD |
| 66 | NFLX | NETFLIX INC | $73.19 | -0.60% | — | — | $2.2M | 0.25% | — | HELD |
| 67 | PH | PARKER-HANNIFIN CORP | $962.79 | 1.23% | — | — | $2.1M | 0.24% | — | HELD |
| 68 | LHX | L3HARRIS TECHNOLOGIES INC | $271.74 | -8.67% | — | — | $2.1M | 0.24% | — | HELD |
| 69 | KO | COCA COLA CO | $88.51 | -0.63% | — | — | $2.0M | 0.23% | — | HELD |
| 70 | HAL | HALLIBURTON CO | $31.64 | 1.44% | — | — | $2.0M | 0.23% | — | HELD |
| 71 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | — | — | $1.8M | 0.21% | — | HELD |
| 72 | ICLR | ICON PLC | $165.53 | -7.10% | — | — | $1.8M | 0.20% | — | HELD |
| 73 | WM | WASTE MGMT INC DEL | $226.33 | -4.34% | — | — | $1.7M | 0.19% | — | HELD |
| 74 | QSR | RESTAURANT BRANDS INTL INC | $74.34 | -1.56% | — | — | $1.6M | 0.18% | — | HELD |
| 75 | CMCSA | COMCAST CORP NEW | $23.67 | -3.82% | — | — | $1.5M | 0.17% | — | HELD |
| 76 | MRK | MERCK & CO INC | $129.80 | -0.43% | — | — | $1.5M | 0.17% | — | HELD |
| 77 | MET | METLIFE INC | $97.07 | 0.05% | — | — | $1.4M | 0.17% | — | HELD |
| 78 | TRGP | TARGA RES CORP | $268.34 | 1.39% | — | — | $1.4M | 0.16% | — | HELD |
| 79 | XOM | EXXON MOBIL CORP | $157.13 | 0.25% | — | — | $1.4M | 0.16% | — | HELD |
| 80 | UNP | UNION PAC CORP | $289.39 | -0.96% | — | — | $1.3M | 0.15% | — | HELD |
| 81 | MDT | MEDTRONIC PLC | $85.71 | -2.09% | — | — | $1.3M | 0.15% | — | HELD |
| 82 | INTU | INTUIT | $315.50 | -5.29% | — | — | $1.3M | 0.15% | — | HELD |
| 83 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | — | — | $943K | 0.11% | — | HELD |
| 84 | TTEN | TOTALENERGIES SE | — | — | — | — | $943K | 0.11% | — | HELD |
| 85 | NEE | NEXTERA ENERGY INC | $87.93 | -0.60% | — | — | $800K | 0.09% | — | HELD |
| 86 | LOW | LOWES COS INC | $210.09 | -2.59% | — | — | $798K | 0.09% | — | HELD |
| 87 | GOOGL | ALPHABET INC | $333.62 | -0.92% | — | — | $773K | 0.09% | — | HELD |
| 88 | FCF | FIRST COMWLTH FINL CORP PA | $21.59 | -0.92% | — | — | $761K | 0.09% | — | HELD |
| 89 | AEP | AMERICAN ELEC PWR CO INC | $127.78 | -1.25% | — | — | $665K | 0.08% | — | HELD |
| 90 | CSCO | CISCO SYS INC | $113.56 | 0.96% | — | — | $589K | 0.07% | — | HELD |
| 91 | HEI | HEICO CORP NEW | $354.41 | -0.23% | — | — | $578K | 0.07% | — | HELD |
| 92 | ABBV | ABBVIE INC | $257.79 | -2.09% | — | — | $574K | 0.07% | — | HELD |
| 93 | CAT | CATERPILLAR INC | $808.91 | 3.35% | — | — | $570K | 0.07% | — | HELD |
| 94 | AMT | AMERICAN TOWER CORP NEW | $174.46 | -2.68% | — | — | $514K | 0.06% | — | HELD |
| 95 | VWO | VANGUARD INTL EQUITY INDEX F | $58.19 | 2.24% | — | — | $501K | 0.06% | — | HELD |
| 96 | XLRE | SELECT SECTOR SPDR TR | $45.29 | -1.46% | — | — | $490K | 0.06% | — | HELD |
| 97 | XLB | SELECT SECTOR SPDR TR | $51.64 | -0.19% | — | — | $446K | 0.05% | — | HELD |
| 98 | SMID | SMITH MIDLAND CORP | $28.46 | -2.70% | — | — | $445K | 0.05% | — | HELD |
| 99 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $419K | 0.05% | — | HELD |
| 100 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | — | — | $414K | 0.05% | — | HELD |
| 101 | WMT | WALMART INC | — | — | — | — | $409K | 0.05% | — | HELD |
| 102 | CVX | CHEVRON CORP NEW | — | — | — | — | $393K | 0.05% | — | HELD |
| 103 | MCK | MCKESSON CORP | — | — | — | — | $384K | 0.04% | — | HELD |
| 104 | MLM | MARTIN MARIETTA MATLS INC | — | — | — | — | $369K | 0.04% | — | HELD |
| 105 | IRM | IRON MTN INC DEL | — | — | — | — | $366K | 0.04% | — | HELD |
| 106 | GE | GE AEROSPACE | — | — | — | — | $354K | 0.04% | — | HELD |
| 107 | ADI | ANALOG DEVICES INC | — | — | — | — | $347K | 0.04% | — | HELD |
| 108 | BR | BROADRIDGE FINL SOLUTIONS IN | — | — | — | — | $339K | 0.04% | — | HELD |
| 109 | SUSB | ISHARES TR | — | — | — | — | $324K | 0.04% | — | HELD |
| 110 | DLR | DIGITAL RLTY TR INC | — | — | — | — | $320K | 0.04% | — | HELD |
| 111 | IVV | ISHARES TR | — | — | — | — | $316K | 0.04% | — | HELD |
| 112 | DUK | DUKE ENERGY CORP NEW | — | — | — | — | $312K | 0.04% | — | HELD |
| 113 | LIN | LINDE PLC | — | — | — | — | $309K | 0.04% | — | HELD |
| 114 | APTV | APTIV PLC | — | — | — | — | $300K | 0.03% | — | HELD |
| 115 | ETN | EATON CORP PLC | — | — | — | — | $296K | 0.03% | — | HELD |
| 116 | LMT | LOCKHEED MARTIN CORP | — | — | — | — | $288K | 0.03% | — | HELD |
| 117 | MAS | MASCO CORP | — | — | — | — | $287K | 0.03% | — | HELD |
| 118 | ESGV | VANGUARD WORLD FD | — | — | — | — | $274K | 0.03% | — | HELD |
| 119 | PEBO | PEOPLES BANCORP INC | — | — | — | — | $268K | 0.03% | — | HELD |
| 120 | FMAO | FARMERS & MERCHANTS BANCORP | — | — | — | — | $261K | 0.03% | — | HELD |
| 121 | PGR | PROGRESSIVE CORP | — | — | — | — | $255K | 0.03% | — | HELD |
| 122 | ELV | ELEVANCE HEALTH INC | — | — | — | — | $249K | 0.03% | — | HELD |
| 123 | META | META PLATFORMS INC | — | — | — | — | $240K | 0.03% | — | HELD |
| 124 | BAC | BANK AMERICA CORP | — | — | — | — | $235K | 0.03% | — | HELD |
| 125 | FDS | FACTSET RESH SYS INC | — | — | — | — | $223K | 0.03% | — | HELD |
| 126 | AFL | AFLAC INC | — | — | — | — | $217K | 0.02% | — | HELD |
| 127 | PFE | PFIZER INC | — | — | — | — | $213K | 0.02% | — | HELD |
| 128 | ANET | ARISTA NETWORKS INC | — | — | — | — | $207K | 0.02% | — | HELD |
| 129 | DNP | DNP SELECT INCOME FD INC | — | — | — | — | $98K | 0.01% | — | HELD |
| 130 | CODA | CODA OCTOPUS GROUP INC | — | — | — | — | $78K | 0.01% | — | HELD |
| 131 | MMT | MFS MULTIMARKET INCOME TR | — | — | — | — | $63K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001062993-25-001377. 13F discloses long positions only — shorts, foreign equities, and options are excluded.