EdgeMarket › What Buckingham Capital Management, Inc. reported owning
What Buckingham Capital Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2024-12-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
871.6MPositions
131Quarter
2024-12-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPIB State Street SPDR Portfolio Intermediate Term | 104.6M | 12.0% | 3.2M | 33.09 | -1.7% |
| AAPL Apple Inc. | 43.7M | 5.0% | 174.4K | 309.35 | +36.9% |
| SPSB State Street SPDR Portfolio Short Term Corpora | 38.8M | 4.5% | 1.3M | 29.94 | -0.8% |
| IEI iShares 3-7 Year Treasury Bond ETF | 34.7M | 4.0% | 300.0K | 116.41 | -2.1% |
| SCHB Schwab U.S. Broad Market ETF | 34.0M | 3.9% | 1.5M | 29.61 | +20.4% |
| VEU Vanguard FTSE All World Ex US ETF | 31.9M | 3.7% | 556.2K | 85.69 | +23.3% |
| SCHM Schwab U.S. Mid Cap ETF | 29.5M | 3.4% | 1.1M | 36.16 | +25.4% |
| NVDA NVIDIA CORP | 29.5M | 3.4% | 219.7K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 26.6M | 3.1% | 63.1K | 483.24 | -4.4% |
| AVGO Broadcom Inc. | 25.0M | 2.9% | 107.8K | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 23.6M | 2.7% | 123.9K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 23.2M | 2.7% | 105.6K | 258.63 | +15.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 20.6M | 2.4% | 104.5K | 418.95 | +83.3% |
| SCHF Schwab International Equity ETF | 16.0M | 1.8% | 863.6K | 28.46 | +24.7% |
| BLK BlackRock, Inc. | 15.6M | 1.8% | 15.2K | 1,156.55 | +2.5% |
| CRM Salesforce, Inc. | 15.4M | 1.8% | 46.0K | 209.17 | -15.1% |
| HON HONEYWELL INTERNATIONAL INC | 14.2M | 1.6% | 63.0K | 215.90 | -50.3% |
| V VISA INC. | 13.6M | 1.6% | 43.0K | 371.04 | +7.9% |
| SYK STRYKER CORP | 13.2M | 1.5% | 36.8K | 329.45 | -15.9% |
| TMUS T-Mobile US, Inc. | 13.2M | 1.5% | 59.6K | 183.04 | -29.3% |
| AZN ASTRAZENECA PLC | 12.9M | 1.5% | 197.5K | 165.98 | — |
| SCHA Schwab U.S. Small-Cap ETF | 12.7M | 1.5% | 490.2K | 34.83 | +32.4% |
| AXP AMERICAN EXPRESS CO | 12.0M | 1.4% | 40.4K | 336.00 | +8.9% |
| UNH UNITEDHEALTH GROUP INC | 11.4M | 1.3% | 22.5K | 390.11 | +30.1% |
| CPAY CORPAY, INC. | 11.2M | 1.3% | 33.1K | 417.13 | +31.8% |
| AMD ADVANCED MICRO DEVICES INC | 11.1M | 1.3% | 92.1K | 473.25 | +186.5% |
| EG EVEREST GROUP, LTD. | 10.3M | 1.2% | 28.3K | 370.06 | +7.7% |
| ACM AECOM | 10.1M | 1.2% | 94.1K | 64.79 | -46.0% |
| SYY SYSCO CORP | 9.0M | 1.0% | 117.9K | 84.10 | +3.9% |
| ACN Accenture plc | 8.9M | 1.0% | 25.3K | 185.28 | -27.4% |
| AMAT APPLIED MATERIALS INC /DE | 8.6M | 1.0% | 52.8K | 492.32 | +205.9% |
| PEP PEPSICO INC | 7.6M | 0.9% | 50.2K | 143.48 | -4.8% |
| DIS Walt Disney Co | 7.4M | 0.8% | 66.4K | 107.78 | -7.9% |
| SCHE Schwab Emerging Markets Equity ETF | 7.0M | 0.8% | 263.1K | 36.97 | +17.7% |
| IJH iShares Core S&P Mid-Cap ETF | 6.7M | 0.8% | 108.2K | 76.77 | +20.8% |
| JPM JPMORGAN CHASE & CO | 5.6M | 0.6% | 23.4K | 351.58 | +20.3% |
| MDLZ Mondelez International, Inc. | 5.6M | 0.6% | 93.4K | 64.45 | +2.0% |
| NVO NOVO NORDISK A S | 5.5M | 0.6% | 64.1K | 46.74 | -13.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 5.5M | 0.6% | 18.9K | 378.24 | +20.5% |
| PSX Phillips 66 | 5.2M | 0.6% | 45.7K | 242.87 | +96.5% |
| NI NISOURCE INC. | 5.0M | 0.6% | 136.5K | 40.62 | -4.5% |
| BURL Burlington Stores, Inc. | 5.0M | 0.6% | 17.4K | 326.50 | +17.7% |
| TJX TJX COMPANIES INC /DE/ | 4.8M | 0.5% | 39.4K | 140.53 | +1.6% |
| LLY ELI LILLY & Co | 4.7M | 0.5% | 6.1K | 1,255.40 | +78.0% |
| WELL WELLTOWER INC. | 4.6M | 0.5% | 36.6K | 239.22 | +44.1% |
| IJR iShares Core S&P Small-Cap ETF | 4.3M | 0.5% | 37.0K | 147.31 | +29.0% |
| DPZ DOMINOS PIZZA INC | 4.2M | 0.5% | 10.0K | 341.85 | -22.8% |
| NICE NICE Ltd. | 3.7M | 0.4% | 22.0K | 100.24 | -27.3% |
| SBUX STARBUCKS CORP | 3.6M | 0.4% | 39.7K | 107.08 | +19.6% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 3.3M | 0.4% | 41.7K | 78.59 | -1.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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