Top 50 Buckingham Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SER TR | 12% | 3.19M | $104.6M | +8.06%(+238.04K) | โ | 2024-12-31 | |
| AAPL | APPLE INC | 5.01% | 174.4K | $43.7M | -1.99%(-3.54K) | โ | 2024-12-31 | |
| SPSB | SPDR SER TR | 4.46% | 1.30M | $38.8M | +2.20%(+28.07K) | โ | 2024-12-31 | |
| IEI | ISHARES TR | 3.98% | 300.0K | $34.7M | -0.93%(-2.82K) | โ | 2024-12-31 | |
| SCHB | SCHWAB STRATEGIC TR | 3.9% | 1.50M | $34.0M | +169.12%(+940.04K) | โ | 2024-12-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.66% | 556.2K | $31.9M | +0.76%(+4.17K) | โ | 2024-12-31 | |
| SCHM | SCHWAB STRATEGIC TR | 3.39% | 1.07M | $29.5M | +194.56%(+703.73K) | โ | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 3.39% | 219.7K | $29.5M | +1.83%(+3.96K) | โ | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 3.05% | 63.1K | $26.6M | +0.97%(+609) | โ | 2024-12-31 | |
| AVGO | BROADCOM INC | 2.87% | 107.8K | $25.0M | -6.81%(-7.87K) | โ | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Buckingham Capital Management, Inc. reports $871.63M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are SPIB (12.0%), AAPL (5.0%) and SPSB (4.5%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Buckingham Capital Management, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1567634). View Buckingham Capital Management, Inc.โs 13F filings on SEC