Buckingham Capital Management, Inc. Institutional Portfolio (13F)

CIK: 0001567634

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$871.6M

Reporting period: 2024-12-31 · Number of holdings: 131

Buckingham Capital Management, Inc. disclosed 131 holdings in its latest 13F filing for the period ending 2024-12-31, with total reported value of $871.6M and a quarterly turnover rate of 0.0%.

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Personality snowflake

Concentration: 13.58
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 67.77
Diversification: 100
Sizing Uniformity: 81.36

Buckingham Capital Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 29 equally-sized positions, well below its 131 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.86), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 59% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPIB	Ss Spdr P Int C CORP ETF	ETF-Other	12.00%	—	+8.06%
2	AAPL	Apple INC	Stock-Tech	5.01%	—	-1.99%
3	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	4.46%	—	+2.20%
4	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	3.98%	—	-0.93%
5	SCHB	Schwab US Broad Market ETF	ETF-Other	3.90%	—	+169.12%
6	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	3.66%	—	+0.76%
7	SCHM	Schwab US Mid Cap ETF	ETF-Other	3.39%	—	+194.56%
8	NVDA	Nvidia CORP	Stock-Tech	3.39%	—	+1.83%
9	MSFT	Microsoft CORP	Stock-Tech	3.05%	—	+0.97%
10	AVGO	Broadcom INC	Stock-Tech	2.87%	—	-6.81%
11	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.71%	—	-0.97%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	2.66%	—	-0.43%
13	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	2.37%	—	-4.31%
14	SCHF	Schwab Intl Equity ETF	ETF-Other	1.83%	—	+97.12%
15	BLK	Blackrock INC	Stock-Financials	1.79%	—	—
16	CRM	Salesforce INC	Stock-Tech	1.76%	—	-2.74%
17	HON	Honeywell International INC	Stock-Industrials	1.63%	—	-1.48%
18	V	Visa Inc-class A Shares	Stock-Financials	1.56%	—	-0.58%
19	SYK	Stryker CORP	Stock-Healthcare	1.52%	—	-1.79%
20	TMUS	T-mobile US INC	Stock-Comm Services	1.51%	—	-6.83%
21	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	1.48%	—	+1.28%
22	SCHA	Schwab US Small-cap ETF	ETF-Other	1.45%	—	+92.87%
23	AXP	American Express Co	Stock-Financials	1.38%	—	-4.01%
24	UNH	Unitedhealth Group INC	Stock-Healthcare	1.31%	—	-5.30%
25	CPAY	Corpay INC	Stock-Tech	1.28%	—	-0.95%
26	AMD	Advanced Micro Devices	Stock-Tech	1.28%	—	+1.38%
27	EG	Everest Group, Ltd.	Stock-Financials	1.18%	—	+0.41%
28	ACM	Aecom	Stock-Industrials	1.15%	—	+0.18%
29	SYY	Sysco CORP	Stock-Consumer Staples	1.03%	—	+1.30%
30	ACN	Accenture plc	Stock-Tech	1.02%	—	+9.30%
31	AMAT	Applied Materials INC	Stock-Tech	0.98%	—	+1.36%
32	PEP	Pepsico INC	Stock-Consumer Staples	0.88%	—	+3.79%
33	DIS	Walt Disney Co/the	Stock-Comm Services	0.85%	—	-1.93%
34	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.80%	—	+1.65%
35	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.77%	—	-4.69%
36	JPM	Jpmorgan Chase & Co	Stock-Financials	0.64%	—	-4.81%
37	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.64%	—	+25.47%
38	NVO	Novo-nordisk A/s-spons Adr	Stock-Healthcare	0.63%	—	+96.95%
39	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.63%	—	-1.96%
40	PSX	Phillips 66	Stock-Energy	0.60%	—	-1.99%
41	NI	Nisource INC	Stock-Utilities	0.58%	—	+59.64%
42	BURL	Burlington Stores INC	Stock-Consumer Disc	0.57%	—	+158.98%
43	TJX	Tjx Companies INC	Stock-Consumer Disc	0.55%	—	-37.22%
44	LLY	Eli Lilly & Co	Stock-Healthcare	0.54%	—	-25.47%
45	WELL	Welltower INC	Stock-Real Estate	0.53%	—	+1.69%
46	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.49%	—	-4.02%
47	DPZ	Domino's Pizza INC	Stock-Consumer Disc	0.48%	—	+54.18%
48	NICE	Nice LTD - Spon Adr	Stock-Tech	0.43%	—	+14.49%
49	SBUX	Starbucks CORP	Stock-Consumer Disc	0.42%	—	-7.97%
50	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.37%	—	-0.65%

1–50 of 131

Portfolio Performance

Performance for Q3 2026

+3.7%

Performance Last 4 Quarters

+20.2%

Based on 86% of reported portfolio value with available pricing

Stdev: +11%
Beta: +0.82
Alpha: -0.8%
Max Drawdown: -6.4%
Annualized Perf: +14.7%
Batting Avg vs S&P: +36.1%
Sortino: +2.76
Stutzer: +0.39
Treynor: +0.18
Sterling: +0.95
Calmar: +2.28
Information Ratio: -1.19
Tracking Error: +3.5%
Stdev Down: +5.2%
Winning Months %: +61.1%
Losing Months %: +38.9%
Best 12 Months: +28.3%
Worst 12 Months: +3.5%
Efficiency Ratio: +0.54
Sharpe: +1.3
Stdev Sectors: +11.1%
Skewness: +0.4
Kurtosis: +0.47
Upside Potential: +4.41

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2024-12-31	131	$871.6M	0	1SPIB 2AAPL 3SPSB Top holdings2024-12-31 1.SPIB 2.AAPL 3.SPSB 4.IEI 5.SCHB 6.VEU 7.SCHM 8.NVDA 9.MSFT 10.AVGO
2024-09-30	141	$874.3M	0	1SPIB 2AAPL 3SPSB Top holdings2024-09-30 1.SPIB 2.AAPL 3.SPSB 4.SCHB 5.IEI 6.VEU 7.SCHM 8.MSFT 9.NVDA 10.GOOG
2024-06-30	135	$835.8M	0	1SPIB 2AAPL 3SPSB Top holdings2024-06-30 1.SPIB 2.AAPL 3.SPSB 4.IEI 5.SCHB 6.VEU 7.MSFT 8.SCHM 9.GOOG 10.TSM
2024-03-31	130	$815.9M	0	1SPIB 2IEI 3SPSB Top holdings2024-03-31 1.SPIB 2.IEI 3.SPSB 4.VEU 5.SCHB 6.AAPL 7.SCHM 8.MSFT 9.GOOG 10.AMZN
2023-12-31	119	$747.0M	0	1SPIB 2IEI 3AAPL Top holdings2023-12-31 1.SPIB 2.IEI 3.AAPL 4.VEU 5.SPSB 6.SCHB 7.SCHM 8.MSFT 9.GOOG 10.AVGO
2023-09-30	113	$656.3M	0	1SPIB 2SPSB 3VEU Top holdings2023-09-30 1.SPIB 2.SPSB 3.VEU 4.SCHB 5.AAPL 6.SCHM 7.MSFT 8.IEI 9.GOOG 10.VCSH
2023-06-30	113	$671.2M	0	1SPIB 2SPSB 3AAPL Top holdings2023-06-30 1.SPIB 2.SPSB 3.AAPL 4.VEU 5.SCHB 6.SCHM 7.MSFT 8.VCSH 9.AVGO 10.GOOG
2023-03-31	113	$625.3M	0	1SPIB 2SPSB 3VEU Top holdings2023-03-31 1.SPIB 2.SPSB 3.VEU 4.AAPL 5.SCHM 6.SCHB 7.VCSH 8.MSFT 9.SCHF 10.AVGO
2022-12-31	114	$574.5M	0	1SPIB 2SPSB 3VEU Top holdings2022-12-31 1.SPIB 2.SPSB 3.VEU 4.VCSH 5.SCHB 6.SCHM 7.AAPL 8.MSFT 9.SCHF 10.AZNN
2022-09-30	110	$515.8M	0	1SPSB 2VCSH 3VEU Top holdings2022-09-30 1.SPSB 2.VCSH 3.VEU 4.AAPL 5.SCHM 6.SCHB 7.SPIB 8.MSFT 9.UNH 10.SCHF
2022-06-30	112	$533.8M	0	1SPSB 2VCSH 3VEU Top holdings2022-06-30 1.SPSB 2.VCSH 3.VEU 4.AAPL 5.SCHM 6.MSFT 7.SCHB 8.GSY 9.SCHF 10.UNH
2022-03-31	121	$609.5M	0	1SPSB 2VCSH 3VEU Top holdings2022-03-31 1.SPSB 2.VCSH 3.VEU 4.AAPL 5.SCHM 6.MSFT 7.SCHB 8.GSY 9.GOOG 10.SCHF
2021-12-31	122	$645.4M	0	1SPSB 2VCSH 3VEU Top holdings2021-12-31 1.SPSB 2.VCSH 3.VEU 4.AAPL 5.SCHM 6.MSFT 7.SCHB 8.GSY 9.GOOG 10.AVGO
2021-09-30	122	$611.1M	0	1SPSB 2VCSH 3VEU Top holdings2021-09-30 1.SPSB 2.VCSH 3.VEU 4.GSY 5.AAPL 6.SCHM 7.MSFT 8.SCHB 9.GOOG 10.SCHF
2021-06-30	125	$618.3M	98	1SPSB 2VCSH 3GSY Top holdings2021-06-30 1.SPSB 2.VCSH 3.GSY 4.VEU 5.AAPL 6.SCHM 7.SCHB 8.MSFT 9.SCHF 10.GOOG
2021-03-31	119	$593.5M	8	1SPSB 2VCSH 3GSY Top holdings2021-03-31 1.SPSB 2.VCSH 3.GSY 4.VEU 5.AAPL 6.SCHM 7.SCHB 8.MSFT 9.SCHF 10.TSM
2020-12-31	121	$567.7M	25	1SPSB 2VCSH 3GSY Top holdings2020-12-31 1.SPSB 2.VCSH 3.GSY 4.VEU 5.AAPL 6.SCHM 7.SCHB 8.SCHF 9.MSFT 10.TSM
2020-09-30	113	$503.0M	20	1VCSH 2GSY 3SH1USD Top holdings2020-09-30 1.VCSH 2.GSY 3.SH1USD 4.AAPL 5.VEU 6.SCHF 7.SCHB 8.MSFT 9.SCHM 10.TSM
2020-06-30	116	$458.3M	28	1VCSH 2GSY 3VEU Top holdings2020-06-30 1.VCSH 2.GSY 3.VEU 4.AAPL 5.SCHF 6.MSFT 7.SCHM 8.SCHB 9.NEAR 10.GOOG
2020-03-31	121	$397.6M	42	1VCSH 2GSY 3SCHF Top holdings2020-03-31 1.VCSH 2.GSY 3.SCHF 4.NEAR 5.AAPL 6.MSFT 7.VEU 8.SCHB 9.SCHM 10.GOOG
2019-12-31	131	$576.7M	12	1VCSH 2SCHF 3GSY Top holdings2019-12-31 1.VCSH 2.SCHF 3.GSY 4.AAPL 5.NEAR 6.SCHB 7.SCHM 8.MSFT 9.SPSB 10.JPM
2019-09-30	130	$538.6M	11	1VCSH 2SCHF 3GSY Top holdings2019-09-30 1.VCSH 2.SCHF 3.GSY 4.NEAR 5.SCHB 6.SCHM 7.AAPL 8.MSFT 9.SPSB 10.JPM
2019-06-30	127	$528.8M	16	1VCSH 2SCHF 3GSY Top holdings2019-06-30 1.VCSH 2.SCHF 3.GSY 4.NEAR 5.SCHB 6.SCHM 7.AAPL 8.MSFT 9.SPSB 10.SCHE
2019-03-31	128	$509.0M	18	1VCSH 2GSY 3SCHF Top holdings2019-03-31 1.VCSH 2.GSY 3.SCHF 4.NEAR 5.SCHB 6.AAPL 7.SCHM 8.MSFT 9.VTI 10.SCHE
2018-12-31	131	$455.9M	16	1VCSH 2GSY 3SCHF Top holdings2018-12-31 1.VCSH 2.GSY 3.SCHF 4.NEAR 5.SCHB 6.AAPL 7.MSFT 8.SCHM 9.VTI 10.SCHE
2018-09-30	133	$511.9M	19	1VCSH 2SCHF 3GSY Top holdings2018-09-30 1.VCSH 2.SCHF 3.GSY 4.NEAR 5.AAPL 6.SCHB 7.SCHM 8.MSFT 9.VTI 10.DBEF
2018-06-30	139	$492.6M	30	1VCSH 2GSY 3DBEF Top holdings2018-06-30 1.VCSH 2.GSY 3.DBEF 4.NEAR 5.SCHF 6.SCHB 7.AAPL 8.VTI 9.SCHM 10.MSFT
2018-03-31	139	$477.8M	8	1VCSH 2DBEF 3GSY Top holdings2018-03-31 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.SCHB 7.AAPL 8.MSFT 9.JPM 10.SCHM
2017-12-31	141	$476.5M	10	1VCSH 2DBEF 3GSY Top holdings2017-12-31 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.AAPL 7.SCHB 8.MSFT 9.JPM 10.JNJ
2017-09-30	139	$451.6M	11	1VCSH 2DBEF 3GSY Top holdings2017-09-30 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.SCHB 7.AAPL 8.MSFT 9.JPM 10.JNJ
2017-06-30	140	$433.4M	14	1VCSH 2DBEF 3GSY Top holdings2017-06-30 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.AAPL 7.SCHB 8.JPM 9.JNJ 10.MSFT
2017-03-31	140	$427.3M	12	1VCSH 2DBEF 3GSY Top holdings2017-03-31 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.AAPL 7.JPM 8.MSFT 9.DIS 10.SCHB
2016-12-31	141	$403.2M	12	1VCSH 2DBEF 3GSY Top holdings2016-12-31 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.JPM 7.AAPL 8.MSFT 9.AEP 10.DIS
2016-09-30	142	$391.4M	14	1GSY 2VCSH 3DBEF Top holdings2016-09-30 1.GSY 2.VCSH 3.DBEF 4.NEAR 5.VTI 6.AAPL 7.MSFT 8.JPM 9.AEP 10.JNJ
2016-06-30	147	$376.8M	13	1GSY 2DBEF 3NEAR Top holdings2016-06-30 1.GSY 2.DBEF 3.NEAR 4.VCSH 5.VTI 6.AAPL 7.AEP 8.JNJ 9.JPM 10.SCHB
2016-03-31	151	$366.3M	24	1GSY 2DBEF 3NEAR Top holdings2016-03-31 1.GSY 2.DBEF 3.NEAR 4.VTI 5.73936Q 6.VCSH 7.AAPL 8.AEP 9.MSFT 10.SCHB
2015-12-31	163	$357.6M	24	1GSY 2DBEF 3VTI Top holdings2015-12-31 1.GSY 2.DBEF 3.VTI 4.NEAR 5.73936Q 6.HYS 7.AAPL 8.FLOT 9.AEP 10.VEU
2015-09-30	169	$339.3M	24	1GSY 2HYS373936Q Top holdings2015-09-30 1.GSY 2.HYS 3.73936Q 4.FLOT 5.VTI 6.DBEF 7.VEU 8.AAPL 9.SCHB 10.DIS
2015-06-30	169	$357.2M	14	1GSY273936Q3FLOT Top holdings2015-06-30 1.GSY 2.73936Q 3.FLOT 4.HYS 5.VTI 6.VEU 7.AAPL 8.DIS 9.SCHB 10.BLKCHF
2015-03-31	174	$347.4M	20	1GSY273936Q3FLOT Top holdings2015-03-31 1.GSY 2.73936Q 3.FLOT 4.VTI 5.VEU 6.SJNK 7.HYS 8.AAPL 9.BLKCHF 10.SCHB
2014-12-31	169	$335.9M	13	173936Q2GSY 3SJNK Top holdings2014-12-31 1.73936Q 2.GSY 3.SJNK 4.VTI 5.FLOT 6.VEU 7.AAPL 8.BLKCHF 9.SCHB 10.INTC
2014-09-30	173	$321.2M	13	173936Q2SJNK 3GSY Top holdings2014-09-30 1.73936Q 2.SJNK 3.GSY 4.VTI 5.FLOT 6.VEU 7.BLKCHF 8.SCHB 9.DIS 10.INTC
2014-06-30	173	$317.1M	15	1SJNK273936Q3VTI Top holdings2014-06-30 1.SJNK 2.73936Q 3.VTI 4.GSY 5.FLOT 6.VEU 7.MINT 8.BLKCHF 9.SCHB 10.VWO
2014-03-31	171	$298.3M	14	1SJNK273936Q3VTI Top holdings2014-03-31 1.SJNK 2.73936Q 3.VTI 4.MINT 5.VCSH 6.VEU 7.BLKCHF 8.VWO 9.CVX 10.GSY
2013-12-31	168	$285.0M	18	1SJNK273936Q3VTI Top holdings2013-12-31 1.SJNK 2.73936Q 3.VTI 4.VCSH 5.MINT 6.VWO 7.BLKCHF 8.CVX 9.SCHB 10.PG
2013-09-30	162	$246.2M	25	173936Q2SJNK 3VTI Top holdings2013-09-30 1.73936Q 2.SJNK 3.VTI 4.MINT 5.VWO 6.CVX 7.PG 8.JNJ 9.BLKCHF 10.SCHB
2013-06-30	156	$244.3M	0	1VCSH 2VTI 3SJNK Top holdings2013-06-30 1.VCSH 2.VTI 3.SJNK 4.73936Q 5.VWO 6.MINT 7.IGIB 8.CVX 9.JNJ 10.PG

Holding changes this quarter

Position changes disclosed by Buckingham Capital Management, Inc. for the quarter ending 2024-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2024-12-31	2025-01-31	13F-HR	View on EDGAR
2024-09-30	2024-11-04	13F-HR	View on EDGAR
2024-06-30	2024-07-15	13F-HR	View on EDGAR
2024-03-31	2024-04-10	13F-HR	View on EDGAR
2023-12-31	2024-02-07	13F-HR	View on EDGAR
2023-09-30	2023-10-13	13F-HR	View on EDGAR
2023-06-30	2023-07-11	13F-HR	View on EDGAR
2023-03-31	2023-04-11	13F-HR	View on EDGAR
2022-12-31	2023-01-24	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-05	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-02-07	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-07-27	13F-HR	View on EDGAR
2021-03-31	2021-05-04	13F-HR	View on EDGAR
2020-12-31	2021-02-04	13F-HR	View on EDGAR
2020-09-30	2020-11-02	13F-HR	View on EDGAR
2020-06-30	2020-07-20	13F-HR	View on EDGAR
2020-03-31	2020-05-06	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-08-09	13F-HR	View on EDGAR
2019-03-31	2019-05-07	13F-HR	View on EDGAR
2018-12-31	2019-02-04	13F-HR	View on EDGAR
2018-09-30	2018-11-20	13F-HR	View on EDGAR
2018-06-30	2018-08-10	13F-HR	View on EDGAR
2018-03-31	2018-05-11	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-07	13F-HR	View on EDGAR
2017-06-30	2017-08-10	13F-HR	View on EDGAR
2017-03-31	2017-05-09	13F-HR	View on EDGAR
2016-12-31	2017-02-08	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-12	13F-HR	View on EDGAR
2016-03-31	2016-05-10	13F-HR	View on EDGAR
2015-12-31	2016-02-16	13F-HR	View on EDGAR
2015-09-30	2015-11-09	13F-HR	View on EDGAR
2015-06-30	2015-08-11	13F-HR	View on EDGAR
2015-03-31	2015-05-12	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-13	13F-HR	View on EDGAR
2014-03-31	2014-05-13	13F-HR	View on EDGAR
2013-12-31	2014-02-10	13F-HR	View on EDGAR
2013-09-30	2013-11-12	13F-HR	View on EDGAR
2013-06-30	2013-07-26	13F-HR	View on EDGAR

FAQ

What is Buckingham Capital Management, Inc. and what type of investor is it?

Buckingham Capital Management, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-12-31), the firm manages a tracked equity portfolio valued at approximately $871.6M, spread across 131 disclosed positions.

What are Buckingham Capital Management, Inc.'s largest equity positions?

Based on the latest 13F filing, Buckingham Capital Management, Inc.'s top holdings by market value are: 1. Ss Spdr P Int C CORP ETF (SPIB) — $104.6M (12.0%) 2. Apple INC (AAPL) — $43.7M (5.0%) 3. Ss Spdr P St C CORP ETF (SPSB) — $38.8M (4.5%) 4. Ishares 3-7 Year Treasury Bo (IEI) — $34.7M (4.0%) 5. Schwab US Broad Market ETF (SCHB) — $34.0M (3.9%)

What changes did Buckingham Capital Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Buckingham Capital Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Buckingham Capital Management, Inc. focus on?

Buckingham Capital Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 42.0% • Financials: 12.2% • Consumer Discretionary: 9.9% • Communication Services: 9.5% • Health Care: 8.8% • Industrials: 6.6%

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Sector conviction60.1

2 of the top 5 holdings overlap, including Ss Spdr P Int C CORP ETF

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Cabot Wealth Management INC

CIK 0001016683

Total reported value

$869.5M

139 stks

2026-03-31

Concentration7.8

Portfolio Stability17.5

Sector conviction60.8

2 of the top 5 holdings overlap, including Apple INC

View detail

Buckingham Capital Management, Inc. Institutional Portfolio (13F)

CIK: 0001567634

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$871.6M

Reporting period: 2024-12-31 · Number of holdings: 131

Buckingham Capital Management, Inc. disclosed 131 holdings in its latest 13F filing for the period ending 2024-12-31, with total reported value of $871.6M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "B"

Personality snowflake

Concentration: 13.58
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 67.77
Diversification: 100
Sizing Uniformity: 81.36

Position sizes vary widely across the portfolio (a coefficient of variation of 1.86), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPIB	Ss Spdr P Int C CORP ETF	ETF-Other	12.00%	—	+8.06%
2	AAPL	Apple INC	Stock-Tech	5.01%	—	-1.99%
3	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	4.46%	—	+2.20%
4	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	3.98%	—	-0.93%
5	SCHB	Schwab US Broad Market ETF	ETF-Other	3.90%	—	+169.12%
6	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	3.66%	—	+0.76%
7	SCHM	Schwab US Mid Cap ETF	ETF-Other	3.39%	—	+194.56%
8	NVDA	Nvidia CORP	Stock-Tech	3.39%	—	+1.83%
9	MSFT	Microsoft CORP	Stock-Tech	3.05%	—	+0.97%
10	AVGO	Broadcom INC	Stock-Tech	2.87%	—	-6.81%
11	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.71%	—	-0.97%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	2.66%	—	-0.43%
13	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	2.37%	—	-4.31%
14	SCHF	Schwab Intl Equity ETF	ETF-Other	1.83%	—	+97.12%
15	BLK	Blackrock INC	Stock-Financials	1.79%	—	—
16	CRM	Salesforce INC	Stock-Tech	1.76%	—	-2.74%
17	HON	Honeywell International INC	Stock-Industrials	1.63%	—	-1.48%
18	V	Visa Inc-class A Shares	Stock-Financials	1.56%	—	-0.58%
19	SYK	Stryker CORP	Stock-Healthcare	1.52%	—	-1.79%
20	TMUS	T-mobile US INC	Stock-Comm Services	1.51%	—	-6.83%
21	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	1.48%	—	+1.28%
22	SCHA	Schwab US Small-cap ETF	ETF-Other	1.45%	—	+92.87%
23	AXP	American Express Co	Stock-Financials	1.38%	—	-4.01%
24	UNH	Unitedhealth Group INC	Stock-Healthcare	1.31%	—	-5.30%
25	CPAY	Corpay INC	Stock-Tech	1.28%	—	-0.95%
26	AMD	Advanced Micro Devices	Stock-Tech	1.28%	—	+1.38%
27	EG	Everest Group, Ltd.	Stock-Financials	1.18%	—	+0.41%
28	ACM	Aecom	Stock-Industrials	1.15%	—	+0.18%
29	SYY	Sysco CORP	Stock-Consumer Staples	1.03%	—	+1.30%
30	ACN	Accenture plc	Stock-Tech	1.02%	—	+9.30%
31	AMAT	Applied Materials INC	Stock-Tech	0.98%	—	+1.36%
32	PEP	Pepsico INC	Stock-Consumer Staples	0.88%	—	+3.79%
33	DIS	Walt Disney Co/the	Stock-Comm Services	0.85%	—	-1.93%
34	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-Other	0.80%	—	+1.65%
35	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.77%	—	-4.69%
36	JPM	Jpmorgan Chase & Co	Stock-Financials	0.64%	—	-4.81%
37	MDLZ	Mondelez International Inc-a	Stock-Consumer Staples	0.64%	—	+25.47%
38	NVO	Novo-nordisk A/s-spons Adr	Stock-Healthcare	0.63%	—	+96.95%
39	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.63%	—	-1.96%
40	PSX	Phillips 66	Stock-Energy	0.60%	—	-1.99%
41	NI	Nisource INC	Stock-Utilities	0.58%	—	+59.64%
42	BURL	Burlington Stores INC	Stock-Consumer Disc	0.57%	—	+158.98%
43	TJX	Tjx Companies INC	Stock-Consumer Disc	0.55%	—	-37.22%
44	LLY	Eli Lilly & Co	Stock-Healthcare	0.54%	—	-25.47%
45	WELL	Welltower INC	Stock-Real Estate	0.53%	—	+1.69%
46	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.49%	—	-4.02%
47	DPZ	Domino's Pizza INC	Stock-Consumer Disc	0.48%	—	+54.18%
48	NICE	Nice LTD - Spon Adr	Stock-Tech	0.43%	—	+14.49%
49	SBUX	Starbucks CORP	Stock-Consumer Disc	0.42%	—	-7.97%
50	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.37%	—	-0.65%

1–50 of 131

Portfolio Performance

Performance for Q3 2026

+3.7%

Performance Last 4 Quarters

+20.2%

Based on 86% of reported portfolio value with available pricing

Stdev: +11%
Beta: +0.82
Alpha: -0.8%
Max Drawdown: -6.4%
Annualized Perf: +14.7%
Batting Avg vs S&P: +36.1%
Sortino: +2.76
Stutzer: +0.39
Treynor: +0.18
Sterling: +0.95
Calmar: +2.28
Information Ratio: -1.19
Tracking Error: +3.5%
Stdev Down: +5.2%
Winning Months %: +61.1%
Losing Months %: +38.9%
Best 12 Months: +28.3%
Worst 12 Months: +3.5%
Efficiency Ratio: +0.54
Sharpe: +1.3
Stdev Sectors: +11.1%
Skewness: +0.4
Kurtosis: +0.47
Upside Potential: +4.41

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2024-12-31	131	$871.6M	0	1SPIB 2AAPL 3SPSB Top holdings2024-12-31 1.SPIB 2.AAPL 3.SPSB 4.IEI 5.SCHB 6.VEU 7.SCHM 8.NVDA 9.MSFT 10.AVGO
2024-09-30	141	$874.3M	0	1SPIB 2AAPL 3SPSB Top holdings2024-09-30 1.SPIB 2.AAPL 3.SPSB 4.SCHB 5.IEI 6.VEU 7.SCHM 8.MSFT 9.NVDA 10.GOOG
2024-06-30	135	$835.8M	0	1SPIB 2AAPL 3SPSB Top holdings2024-06-30 1.SPIB 2.AAPL 3.SPSB 4.IEI 5.SCHB 6.VEU 7.MSFT 8.SCHM 9.GOOG 10.TSM
2024-03-31	130	$815.9M	0	1SPIB 2IEI 3SPSB Top holdings2024-03-31 1.SPIB 2.IEI 3.SPSB 4.VEU 5.SCHB 6.AAPL 7.SCHM 8.MSFT 9.GOOG 10.AMZN
2023-12-31	119	$747.0M	0	1SPIB 2IEI 3AAPL Top holdings2023-12-31 1.SPIB 2.IEI 3.AAPL 4.VEU 5.SPSB 6.SCHB 7.SCHM 8.MSFT 9.GOOG 10.AVGO
2023-09-30	113	$656.3M	0	1SPIB 2SPSB 3VEU Top holdings2023-09-30 1.SPIB 2.SPSB 3.VEU 4.SCHB 5.AAPL 6.SCHM 7.MSFT 8.IEI 9.GOOG 10.VCSH
2023-06-30	113	$671.2M	0	1SPIB 2SPSB 3AAPL Top holdings2023-06-30 1.SPIB 2.SPSB 3.AAPL 4.VEU 5.SCHB 6.SCHM 7.MSFT 8.VCSH 9.AVGO 10.GOOG
2023-03-31	113	$625.3M	0	1SPIB 2SPSB 3VEU Top holdings2023-03-31 1.SPIB 2.SPSB 3.VEU 4.AAPL 5.SCHM 6.SCHB 7.VCSH 8.MSFT 9.SCHF 10.AVGO
2022-12-31	114	$574.5M	0	1SPIB 2SPSB 3VEU Top holdings2022-12-31 1.SPIB 2.SPSB 3.VEU 4.VCSH 5.SCHB 6.SCHM 7.AAPL 8.MSFT 9.SCHF 10.AZNN
2022-09-30	110	$515.8M	0	1SPSB 2VCSH 3VEU Top holdings2022-09-30 1.SPSB 2.VCSH 3.VEU 4.AAPL 5.SCHM 6.SCHB 7.SPIB 8.MSFT 9.UNH 10.SCHF
2022-06-30	112	$533.8M	0	1SPSB 2VCSH 3VEU Top holdings2022-06-30 1.SPSB 2.VCSH 3.VEU 4.AAPL 5.SCHM 6.MSFT 7.SCHB 8.GSY 9.SCHF 10.UNH
2022-03-31	121	$609.5M	0	1SPSB 2VCSH 3VEU Top holdings2022-03-31 1.SPSB 2.VCSH 3.VEU 4.AAPL 5.SCHM 6.MSFT 7.SCHB 8.GSY 9.GOOG 10.SCHF
2021-12-31	122	$645.4M	0	1SPSB 2VCSH 3VEU Top holdings2021-12-31 1.SPSB 2.VCSH 3.VEU 4.AAPL 5.SCHM 6.MSFT 7.SCHB 8.GSY 9.GOOG 10.AVGO
2021-09-30	122	$611.1M	0	1SPSB 2VCSH 3VEU Top holdings2021-09-30 1.SPSB 2.VCSH 3.VEU 4.GSY 5.AAPL 6.SCHM 7.MSFT 8.SCHB 9.GOOG 10.SCHF
2021-06-30	125	$618.3M	98	1SPSB 2VCSH 3GSY Top holdings2021-06-30 1.SPSB 2.VCSH 3.GSY 4.VEU 5.AAPL 6.SCHM 7.SCHB 8.MSFT 9.SCHF 10.GOOG
2021-03-31	119	$593.5M	8	1SPSB 2VCSH 3GSY Top holdings2021-03-31 1.SPSB 2.VCSH 3.GSY 4.VEU 5.AAPL 6.SCHM 7.SCHB 8.MSFT 9.SCHF 10.TSM
2020-12-31	121	$567.7M	25	1SPSB 2VCSH 3GSY Top holdings2020-12-31 1.SPSB 2.VCSH 3.GSY 4.VEU 5.AAPL 6.SCHM 7.SCHB 8.SCHF 9.MSFT 10.TSM
2020-09-30	113	$503.0M	20	1VCSH 2GSY 3SH1USD Top holdings2020-09-30 1.VCSH 2.GSY 3.SH1USD 4.AAPL 5.VEU 6.SCHF 7.SCHB 8.MSFT 9.SCHM 10.TSM
2020-06-30	116	$458.3M	28	1VCSH 2GSY 3VEU Top holdings2020-06-30 1.VCSH 2.GSY 3.VEU 4.AAPL 5.SCHF 6.MSFT 7.SCHM 8.SCHB 9.NEAR 10.GOOG
2020-03-31	121	$397.6M	42	1VCSH 2GSY 3SCHF Top holdings2020-03-31 1.VCSH 2.GSY 3.SCHF 4.NEAR 5.AAPL 6.MSFT 7.VEU 8.SCHB 9.SCHM 10.GOOG
2019-12-31	131	$576.7M	12	1VCSH 2SCHF 3GSY Top holdings2019-12-31 1.VCSH 2.SCHF 3.GSY 4.AAPL 5.NEAR 6.SCHB 7.SCHM 8.MSFT 9.SPSB 10.JPM
2019-09-30	130	$538.6M	11	1VCSH 2SCHF 3GSY Top holdings2019-09-30 1.VCSH 2.SCHF 3.GSY 4.NEAR 5.SCHB 6.SCHM 7.AAPL 8.MSFT 9.SPSB 10.JPM
2019-06-30	127	$528.8M	16	1VCSH 2SCHF 3GSY Top holdings2019-06-30 1.VCSH 2.SCHF 3.GSY 4.NEAR 5.SCHB 6.SCHM 7.AAPL 8.MSFT 9.SPSB 10.SCHE
2019-03-31	128	$509.0M	18	1VCSH 2GSY 3SCHF Top holdings2019-03-31 1.VCSH 2.GSY 3.SCHF 4.NEAR 5.SCHB 6.AAPL 7.SCHM 8.MSFT 9.VTI 10.SCHE
2018-12-31	131	$455.9M	16	1VCSH 2GSY 3SCHF Top holdings2018-12-31 1.VCSH 2.GSY 3.SCHF 4.NEAR 5.SCHB 6.AAPL 7.MSFT 8.SCHM 9.VTI 10.SCHE
2018-09-30	133	$511.9M	19	1VCSH 2SCHF 3GSY Top holdings2018-09-30 1.VCSH 2.SCHF 3.GSY 4.NEAR 5.AAPL 6.SCHB 7.SCHM 8.MSFT 9.VTI 10.DBEF
2018-06-30	139	$492.6M	30	1VCSH 2GSY 3DBEF Top holdings2018-06-30 1.VCSH 2.GSY 3.DBEF 4.NEAR 5.SCHF 6.SCHB 7.AAPL 8.VTI 9.SCHM 10.MSFT
2018-03-31	139	$477.8M	8	1VCSH 2DBEF 3GSY Top holdings2018-03-31 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.SCHB 7.AAPL 8.MSFT 9.JPM 10.SCHM
2017-12-31	141	$476.5M	10	1VCSH 2DBEF 3GSY Top holdings2017-12-31 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.AAPL 7.SCHB 8.MSFT 9.JPM 10.JNJ
2017-09-30	139	$451.6M	11	1VCSH 2DBEF 3GSY Top holdings2017-09-30 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.SCHB 7.AAPL 8.MSFT 9.JPM 10.JNJ
2017-06-30	140	$433.4M	14	1VCSH 2DBEF 3GSY Top holdings2017-06-30 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.AAPL 7.SCHB 8.JPM 9.JNJ 10.MSFT
2017-03-31	140	$427.3M	12	1VCSH 2DBEF 3GSY Top holdings2017-03-31 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.AAPL 7.JPM 8.MSFT 9.DIS 10.SCHB
2016-12-31	141	$403.2M	12	1VCSH 2DBEF 3GSY Top holdings2016-12-31 1.VCSH 2.DBEF 3.GSY 4.NEAR 5.VTI 6.JPM 7.AAPL 8.MSFT 9.AEP 10.DIS
2016-09-30	142	$391.4M	14	1GSY 2VCSH 3DBEF Top holdings2016-09-30 1.GSY 2.VCSH 3.DBEF 4.NEAR 5.VTI 6.AAPL 7.MSFT 8.JPM 9.AEP 10.JNJ
2016-06-30	147	$376.8M	13	1GSY 2DBEF 3NEAR Top holdings2016-06-30 1.GSY 2.DBEF 3.NEAR 4.VCSH 5.VTI 6.AAPL 7.AEP 8.JNJ 9.JPM 10.SCHB
2016-03-31	151	$366.3M	24	1GSY 2DBEF 3NEAR Top holdings2016-03-31 1.GSY 2.DBEF 3.NEAR 4.VTI 5.73936Q 6.VCSH 7.AAPL 8.AEP 9.MSFT 10.SCHB
2015-12-31	163	$357.6M	24	1GSY 2DBEF 3VTI Top holdings2015-12-31 1.GSY 2.DBEF 3.VTI 4.NEAR 5.73936Q 6.HYS 7.AAPL 8.FLOT 9.AEP 10.VEU
2015-09-30	169	$339.3M	24	1GSY 2HYS373936Q Top holdings2015-09-30 1.GSY 2.HYS 3.73936Q 4.FLOT 5.VTI 6.DBEF 7.VEU 8.AAPL 9.SCHB 10.DIS
2015-06-30	169	$357.2M	14	1GSY273936Q3FLOT Top holdings2015-06-30 1.GSY 2.73936Q 3.FLOT 4.HYS 5.VTI 6.VEU 7.AAPL 8.DIS 9.SCHB 10.BLKCHF
2015-03-31	174	$347.4M	20	1GSY273936Q3FLOT Top holdings2015-03-31 1.GSY 2.73936Q 3.FLOT 4.VTI 5.VEU 6.SJNK 7.HYS 8.AAPL 9.BLKCHF 10.SCHB
2014-12-31	169	$335.9M	13	173936Q2GSY 3SJNK Top holdings2014-12-31 1.73936Q 2.GSY 3.SJNK 4.VTI 5.FLOT 6.VEU 7.AAPL 8.BLKCHF 9.SCHB 10.INTC
2014-09-30	173	$321.2M	13	173936Q2SJNK 3GSY Top holdings2014-09-30 1.73936Q 2.SJNK 3.GSY 4.VTI 5.FLOT 6.VEU 7.BLKCHF 8.SCHB 9.DIS 10.INTC
2014-06-30	173	$317.1M	15	1SJNK273936Q3VTI Top holdings2014-06-30 1.SJNK 2.73936Q 3.VTI 4.GSY 5.FLOT 6.VEU 7.MINT 8.BLKCHF 9.SCHB 10.VWO
2014-03-31	171	$298.3M	14	1SJNK273936Q3VTI Top holdings2014-03-31 1.SJNK 2.73936Q 3.VTI 4.MINT 5.VCSH 6.VEU 7.BLKCHF 8.VWO 9.CVX 10.GSY
2013-12-31	168	$285.0M	18	1SJNK273936Q3VTI Top holdings2013-12-31 1.SJNK 2.73936Q 3.VTI 4.VCSH 5.MINT 6.VWO 7.BLKCHF 8.CVX 9.SCHB 10.PG
2013-09-30	162	$246.2M	25	173936Q2SJNK 3VTI Top holdings2013-09-30 1.73936Q 2.SJNK 3.VTI 4.MINT 5.VWO 6.CVX 7.PG 8.JNJ 9.BLKCHF 10.SCHB
2013-06-30	156	$244.3M	0	1VCSH 2VTI 3SJNK Top holdings2013-06-30 1.VCSH 2.VTI 3.SJNK 4.73936Q 5.VWO 6.MINT 7.IGIB 8.CVX 9.JNJ 10.PG

Holding changes this quarter

Position changes disclosed by Buckingham Capital Management, Inc. for the quarter ending 2024-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2024-12-31	2025-01-31	13F-HR	View on EDGAR
2024-09-30	2024-11-04	13F-HR	View on EDGAR
2024-06-30	2024-07-15	13F-HR	View on EDGAR
2024-03-31	2024-04-10	13F-HR	View on EDGAR
2023-12-31	2024-02-07	13F-HR	View on EDGAR
2023-09-30	2023-10-13	13F-HR	View on EDGAR
2023-06-30	2023-07-11	13F-HR	View on EDGAR
2023-03-31	2023-04-11	13F-HR	View on EDGAR
2022-12-31	2023-01-24	13F-HR	View on EDGAR
2022-09-30	2022-11-10	13F-HR	View on EDGAR
2022-06-30	2022-08-05	13F-HR	View on EDGAR
2022-03-31	2022-05-06	13F-HR	View on EDGAR
2021-12-31	2022-02-07	13F-HR	View on EDGAR
2021-09-30	2021-11-08	13F-HR	View on EDGAR
2021-06-30	2021-07-27	13F-HR	View on EDGAR
2021-03-31	2021-05-04	13F-HR	View on EDGAR
2020-12-31	2021-02-04	13F-HR	View on EDGAR
2020-09-30	2020-11-02	13F-HR	View on EDGAR
2020-06-30	2020-07-20	13F-HR	View on EDGAR
2020-03-31	2020-05-06	13F-HR	View on EDGAR
2019-12-31	2020-02-13	13F-HR	View on EDGAR
2019-09-30	2019-11-12	13F-HR	View on EDGAR
2019-06-30	2019-08-09	13F-HR	View on EDGAR
2019-03-31	2019-05-07	13F-HR	View on EDGAR
2018-12-31	2019-02-04	13F-HR	View on EDGAR
2018-09-30	2018-11-20	13F-HR	View on EDGAR
2018-06-30	2018-08-10	13F-HR	View on EDGAR
2018-03-31	2018-05-11	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-07	13F-HR	View on EDGAR
2017-06-30	2017-08-10	13F-HR	View on EDGAR
2017-03-31	2017-05-09	13F-HR	View on EDGAR
2016-12-31	2017-02-08	13F-HR	View on EDGAR
2016-09-30	2016-11-14	13F-HR	View on EDGAR
2016-06-30	2016-08-12	13F-HR	View on EDGAR
2016-03-31	2016-05-10	13F-HR	View on EDGAR
2015-12-31	2016-02-16	13F-HR	View on EDGAR
2015-09-30	2015-11-09	13F-HR	View on EDGAR
2015-06-30	2015-08-11	13F-HR	View on EDGAR
2015-03-31	2015-05-12	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-13	13F-HR	View on EDGAR
2014-03-31	2014-05-13	13F-HR	View on EDGAR
2013-12-31	2014-02-10	13F-HR	View on EDGAR
2013-09-30	2013-11-12	13F-HR	View on EDGAR
2013-06-30	2013-07-26	13F-HR	View on EDGAR

FAQ

What is Buckingham Capital Management, Inc. and what type of investor is it?

What are Buckingham Capital Management, Inc.'s largest equity positions?

What changes did Buckingham Capital Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Buckingham Capital Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Buckingham Capital Management, Inc. focus on?