Buckingham Capital Management, Inc. 13F Holdings · last filed Q4 2024
Buckingham Capital Management, Inc. reported 131 securities worth $871.63M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: SPIB (12.00%), AAPL (5.01%), SPSB (4.46%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SER TR | $104.6M | 12.00% | 3.2M | Added |
| 2 | AAPL | APPLE INC | $43.7M | 5.01% | 174,354 | Trimmed |
| 3 | SPSB | SPDR SER TR | $38.8M | 4.46% | 1.3M | Added |
| 4 | IEI | ISHARES TR | $34.7M | 3.98% | 300,018 | Trimmed |
| 5 | SCHB | SCHWAB STRATEGIC TR | $34.0M | 3.90% | 1.5M | Added |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $31.9M | 3.66% | 556,242 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $29.5M | 3.39% | 219,749 | Added |
| 8 | SCHM | SCHWAB STRATEGIC TR | $29.5M | 3.39% | 1.1M | Added |
| 9 | MSFT | MICROSOFT CORP | $26.6M | 3.05% | 63,147 | Added |
| 10 | AVGO | BROADCOM INC | $25.0M | 2.87% | 107,798 | Trimmed |
| 11 | GOOG | ALPHABET INC | $23.6M | 2.71% | 123,866 | Trimmed |
| 12 | AMZN | AMAZON COM INC | $23.2M | 2.66% | 105,556 | Trimmed |
| 13 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $20.6M | 2.37% | 104,466 | Trimmed |
| 14 | SCHF | SCHWAB STRATEGIC TR | $16.0M | 1.83% | 863,564 | Added |
| 15 | BLK | BLACKROCK INC | $15.6M | 1.79% | 15,178 | New |
| 16 | CRM | SALESFORCE INC | $15.4M | 1.76% | 45,968 | Trimmed |
| 17 | HON | HONEYWELL INTL INC | $14.2M | 1.63% | 63,048 | Trimmed |
| 18 | V | VISA INC | $13.6M | 1.56% | 43,005 | Trimmed |
| 19 | SYK | STRYKER CORPORATION | $13.2M | 1.52% | 36,783 | Trimmed |
| 20 | TMUS | T-MOBILE US INC | $13.2M | 1.51% | 59,644 | Trimmed |
| 21 | AZN | ASTRAZENECA PLC | $12.9M | 1.48% | 197,505 | Added |
| 22 | SCHA | SCHWAB STRATEGIC TR | $12.7M | 1.45% | 490,214 | Added |
| 23 | AXP | AMERICAN EXPRESS CO | $12.0M | 1.38% | 40,425 | Trimmed |
| 24 | UNH | UNITEDHEALTH GROUP INC | $11.4M | 1.31% | 22,517 | Trimmed |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $11.1M | 1.28% | 92,088 | Added |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR