AI Portfolio Summary
In 2024 Q4, Buckingham Capital Management, Inc. maintained a portfolio of 145 distinct positions. They heavily accumulated shares in SPDR SER TR, increasing their position by 8.1%. Conversely, Buckingham Capital Management, Inc. completely exited their position in HCA HEALTHCARE INC.
Total Positions
145
Quarter
2024 Q4
Top Holding
SPIB (12.0%)
Top 10 Concentration
45.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 145
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPIB
SPDR SER TR
|
Bond/Debt | 12.00% | 11.39% |
#1
Prev: #1
|
8.0 | 238,037 | 8.1% |
P
S
|
3,191,870 | $104,565,658 | 2022 Q2 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 5.01% | 4.74% |
#2
Prev: #2
|
4.0 | -3,542 | -2.0% |
P
S
|
174,354 | $43,661,814 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
SPSB
SPDR SER TR
|
ETF | 4.46% | 4.41% |
#3
Prev: #3
|
3.3 | 28,067 | 2.2% |
P
S
|
1,301,056 | $38,849,529 | 2019 Q2 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
IEI
ISHARES TR
|
ETF | 3.98% | 4.14% |
#4
1
Prev: #5
|
2.6 | -2,824 | -0.9% |
P
S
|
300,018 | $34,667,096 | 2023 Q3 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 3.90% | 4.23% |
#5
1
Prev: #4
|
5.1 | 940,045 | 169.1% |
P
S
|
1,495,896 | $33,956,837 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 3.66% | 3.98% |
#6
Prev: #6
|
2.0 | 4,169 | 0.8% |
P
S
|
556,242 | $31,933,859 | 2013 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 3.39% | 3.44% |
#7
Prev: #7
|
4.4 | 703,733 | 194.6% |
P
S
|
1,065,442 | $29,523,393 | 2013 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.39% | 3.00% |
#8
1
Prev: #9
|
1.9 | 3,959 | 1.8% |
P
S
|
219,749 | $29,510,073 | 2019 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.05% | 3.08% |
#9
1
Prev: #8
|
1.7 | 609 | 1.0% |
P
S
|
63,147 | $26,616,360 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 2.87% | 2.28% |
#10
1
Prev: #11
|
1.6 | -7,873 | -6.8% |
P
S
|
107,798 | $24,991,834 | 2017 Q2 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.71% | 2.39% |
#11
1
Prev: #10
|
1.6 | -1,212 | -1.0% |
P
S
|
123,866 | $23,589,042 | 2013 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.66% | 2.26% |
#12
Prev: #12
|
1.6 | -460 | -0.4% |
P
S
|
105,556 | $23,158,040 | 2017 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.37% | 2.17% |
#13
Prev: #13
|
1.4 | -4,706 | -4.3% |
P
S
|
104,466 | $20,630,990 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 1.83% | 2.06% |
#14
Prev: #14
|
3.7 | 425,467 | 97.1% |
P
S
|
863,564 | $15,975,929 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
BLK
BLACKROCK INC
|
Financial Services | 1.79% | 1.72% |
#15
1
Prev: #16
|
1.2 | -629 | -4.0% |
P
S
|
15,178 | $15,559,120 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
CRM
SALESFORCE INC
|
Technology | 1.76% | 1.48% |
#16
7
Prev: #23
|
1.2 | -1,294 | -2.7% |
P
S
|
45,968 | $15,368,481 | 2016 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 1.63% | 1.51% |
#17
3
Prev: #20
|
1.2 | -948 | -1.5% |
P
S
|
63,048 | $14,241,829 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 1.56% | 1.36% |
#18
6
Prev: #24
|
1.1 | -249 | -0.6% |
P
S
|
43,005 | $13,591,388 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.52% | 1.55% |
#19
Prev: #19
|
1.1 | -671 | -1.8% |
P
S
|
36,783 | $13,243,719 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 1.51% | 1.51% |
#20
1
Prev: #21
|
1.1 | -4,374 | -6.8% |
P
S
|
59,644 | $13,165,146 | 2017 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
AZN
ASTRAZENECA PLC
|
Healthcare | 1.48% | 1.74% |
#21
6
Prev: #15
|
1.1 | 2,501 | 1.3% |
P
S
|
197,505 | $12,940,528 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 1.45% | 1.50% |
#22
Prev: #22
|
3.6 | 236,042 | 92.9% |
P
S
|
490,214 | $12,676,938 | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 1.38% | 1.31% |
#23
2
Prev: #25
|
1.1 | -1,687 | -4.0% |
P
S
|
40,425 | $11,997,736 | 2013 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 1.31% | 1.59% |
#24
6
Prev: #18
|
1.0 | -1,260 | -5.3% |
P
S
|
22,517 | $11,390,450 | 2013 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
CPAY
CORPAY INC
|
Technology | 1.28% | 1.19% |
#25
3
Prev: #28
|
1.0 | -316 | -0.9% |
P
S
|
33,068 | $11,190,873 | 2024 Q2 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
HCA
HCA HEALTHCARE ...
|
Healthcare | 0.00% | 0.09% |
Sold All 😨
(Was: #89) |
0.0 | -1,890 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
IR
INGERSOLL RAND ...
|
Industrials | 0.00% | 0.06% |
Sold All 😨
(Was: #97) |
0.0 | -5,433 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.00% | 0.06% |
Sold All 😨
(Was: #100) |
0.0 | -4,768 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
N/A
APTIV PLC
|
—
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #102) |
0.0 | -6,676 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | ||
|
DHR
DANAHER CORPORA...
|
Healthcare | 0.00% | 0.05% |
Sold All 😨
(Was: #104) |
0.0 | -1,570 | -100.0% |
CLOSED
|
— | $— | 2013 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
SJM
SMUCKER J M CO
|
Consumer Defensive | 0.00% | 0.05% |
Sold All 😨
(Was: #105) |
0.0 | -3,460 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
INFY
INFOSYS LTD
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #122) |
0.0 | -13,863 | -100.0% |
CLOSED
|
— | $— | 2013 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
CI
THE CIGNA GROUP
|
Healthcare | 0.00% | 0.03% |
Sold All 😨
(Was: #128) |
0.0 | -708 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.00% | 0.03% |
Sold All 😨
(Was: #129) |
0.0 | -750 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
ADBE
ADOBE INC
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #132) |
0.0 | -432 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #134) |
0.0 | -700 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #136) |
0.0 | -784 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #137) |
0.0 | -1,144 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 0.00% | 0.02% |
Sold All 😨
(Was: #138) |
0.0 | -1,425 | -100.0% |
CLOSED
|
— | $— | 2012 Q4 | 13F Filing | 2024-12-31 | 2025-02-14 (Est.) |
Showing 1-25 of 145 holdings