Institutional Manager · CIK 0001567634
Buckingham Capital Management, Inc.
DAYTON, OH · File #028-15125
Latest AUM
$871.6M
Positions
131
Top-10 Concentration
50.8%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2024131 pos · $871.6M
- 13F HOLDINGS REPORTQ/E Sep 2024141 pos · $874.3M
- 13F HOLDINGS REPORTQ/E Jun 2024135 pos · $835.8M
- 13F HOLDINGS REPORTQ/E Mar 2024130 pos · $815.9M
- 13F HOLDINGS REPORTQ/E Dec 2023113 pos · $656.3M
- 13F HOLDINGS REPORTQ/E Sep 2023113 pos · $671.2M
- 13F HOLDINGS REPORTQ/E Jun 2023113 pos · $625.3M
- 13F HOLDINGS REPORTQ/E Mar 2023114 pos · $574.5M
Top 20 Holdings — Dec 2024
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A375 | 3,191,870 | $104.6M | 13.33% |
| 2 | APPLE INC | AAPL | 174,354 | $43.7M | 5.57% |
| 3 | SPDR SER TR | 78464A474 | 1,301,056 | $38.8M | 4.95% |
| 4 | ISHARES TR | 464288661 | 300,018 | $34.7M | 4.42% |
| 5 | SCHWAB STRATEGIC TR | 808524102 | 1,495,896 | $34.0M | 4.33% |
| 6 | VANGUARD INTL EQUITY INDEX F | 922042775 | 556,242 | $31.9M | 4.07% |
| 7 | SCHWAB STRATEGIC TR | 808524508 | 1,065,442 | $29.5M | 3.76% |
| 8 | NVIDIA CORPORATION | NVDA | 219,749 | $29.5M | 3.76% |
| 9 | MICROSOFT CORP | MSFT | 63,147 | $26.6M | 3.39% |
| 10 | BROADCOM INC | AVGO | 107,798 | $25.0M | 3.19% |
| 11 | ALPHABET INC | GOOG | 123,866 | $23.6M | 3.01% |
| 12 | AMAZON COM INC | AMZN | 105,556 | $23.2M | 2.95% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 104,466 | $20.6M | 2.63% |
| 14 | SCHWAB STRATEGIC TR | 808524805 | 863,564 | $16.0M | 2.04% |
| 15 | BLACKROCK INC | BLK | 15,178 | $15.6M | 1.98% |
| 16 | SALESFORCE INC | CRM | 45,968 | $15.4M | 1.96% |
| 17 | HONEYWELL INTL INC | 438516106 | 63,048 | $14.2M | 1.82% |
| 18 | VISA INC | V | 43,005 | $13.6M | 1.73% |
| 19 | STRYKER CORPORATION | SYK | 36,783 | $13.2M | 1.69% |
| 20 | T-MOBILE US INC | TMUSZ | 59,644 | $13.2M | 1.68% |