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CIK: 0001567634
Total reported value
$871.6M
$871.6M
130 檔
25.2%
During the Q1 2024 filing period, Buckingham Capital Management, Inc. (CIK: 0001567634) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $871.6M across 130 reported positions.
During Q1 2024, Buckingham Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 10.32% | — | +24.99% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 4.34% | — | +1.71% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 4.15% | — | +11.15% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.06% | — | +2.57% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.04% | — | +0.82% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.92% | — | +3.59% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.60% | — | +0.02% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | — | -2.89% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.44% | — | +1.23% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | — | +2.41% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | — | -13.07% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.27% | — | -2.15% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.15% | — | +0.77% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 2.12% | — | -8.24% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.77% | — | -2.44% | |
| 16 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.73% | — | +3.33% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 1.73% | — | -2.20% | |
| 18 | BLKCHF | Blackrock Inc | Stock-Other | 1.62% | — | -0.10% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.60% | — | +2.56% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.53% | — | +1.35% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.50% | — | +1.58% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | — | -3.26% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 1.48% | — | -7.78% | |
| 24 | EG | Everest Group, Ltd. | Stock-Financials | 1.36% | — | +4.09% | |
| 25 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.31% | — | +1.25% | |
| 26 | SYY | Sysco CORP | Stock-Consumer Staples | 1.21% | — | +1.76% | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.20% | — | +2.24% | |
| 28 | FLT1EUR | Fleetcor Technologies Inc | Stock-Other | 1.16% | — | +25.62% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.16% | — | -25.06% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.04% | — | -0.38% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.03% | — | +8.62% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | — | -4.80% | |
| 33 | AXP | American Express Co | Stock-Financials | 1.02% | — | +25.91% | |
| 34 | ACM | Aecom | Stock-Industrials | 1.00% | — | +46.81% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | — | -3.08% | |
| 36 | PSX | Phillips 66 | Stock-Energy | 0.99% | — | -6.31% | |
| 37 | DG | Dollar General CORP | Stock-Consumer Staples | 0.96% | — | -1.34% | |
| 38 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.87% | — | +35.02% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.86% | — | +395.92% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.77% | — | +3.59% | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.72% | — | -8.74% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | — | +51.39% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | — | -3.73% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.65% | — | -45.28% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | — | -3.89% | |
| 46 | AES | Aes CORP | Stock-Utilities | 0.58% | — | +12.95% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.54% | — | -3.57% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.51% | — | +177.36% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.46% | — | -24.08% | |
| 50 | GLW | Corning Inc | Stock-Tech | 0.45% | — | -23.02% |
According to official SEC Form 13F filings, Buckingham Capital Management, Inc. reported a total U.S. public equity portfolio value of $871.6M across 130 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPIB, IEI, SPSB) accounted for 25.2% of total reported equity market value during Q1 2024.
During Q1 2024, Buckingham Capital Management, Inc.'s top holdings by market value included SPIB (10.3%)、IEI (4.3%)、SPSB (4.2%). The largest single position, SPIB, represented 10.3% of total portfolio value.
In Q1 2024, Buckingham Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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