# Buckingham Capital Management, Inc.

> Institutional holdings reported to the SEC as of Q4 2024 on Form 13F. CIK 1567634. Source: https://holderbook.com/funds/1567634-buckingham-capital-management-inc/

- Reported value: $871.6M
- Positions: 131
- Weight of the ten largest: 45.7%
- Filed: 2025-01-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPIB](https://holderbook.com/stocks/SPIB/) | $104.6M | 3,191,870 | 12.0% | 11 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $43.7M | 174,354 | 5.0% | 25 |
| SPDR SERIES TRUST | [SPSB](https://holderbook.com/stocks/SPSB/) | $38.8M | 1,301,056 | 4.5% | 23 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $34.7M | 300,018 | 4.0% | 6 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $34.0M | 1,495,896 | 3.9% | 25 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $31.9M | 556,242 | 3.7% | 25 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $29.5M | 1,065,442 | 3.4% | 25 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $29.5M | 219,749 | 3.4% | 22 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $26.6M | 63,147 | 3.1% | 25 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $25.0M | 107,798 | 2.9% | 25 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $23.6M | 123,866 | 2.7% | 25 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $23.2M | 105,556 | 2.7% | 25 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $20.6M | 104,466 | 2.4% | 25 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $16.0M | 863,564 | 1.8% | 25 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $15.6M | 15,178 | 1.8% | 1 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $15.4M | 45,968 | 1.8% | 25 |
| HONEYWELL INTL INC | [HONZZZZ](https://holderbook.com/stocks/HONZZZZ/) | $14.2M | 63,048 | 1.6% | 25 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $13.6M | 43,005 | 1.6% | 25 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $13.2M | 36,783 | 1.5% | 25 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $13.2M | 59,644 | 1.5% | 25 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $12.9M | 197,505 | 1.5% | 25 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $12.7M | 490,214 | 1.5% | 25 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $12.0M | 40,425 | 1.4% | 9 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $11.4M | 22,517 | 1.3% | 25 |
| CORPAY INC | [CPAY](https://holderbook.com/stocks/CPAY/) | $11.2M | 33,068 | 1.3% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $11.1M | 92,088 | 1.3% | 12 |
| EVEREST GROUP LTD | [EG](https://holderbook.com/stocks/EG/) | $10.3M | 28,289 | 1.2% | 15 |
| AECOM | [ACM](https://holderbook.com/stocks/ACM/) | $10.1M | 94,097 | 1.2% | 6 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $9.0M | 117,898 | 1.0% | 23 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $8.9M | 25,277 | 1.0% | 25 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $8.6M | 52,789 | 1.0% | 25 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $7.6M | 50,211 | 0.9% | 25 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $7.4M | 66,380 | 0.8% | 25 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $7.0M | 263,093 | 0.8% | 25 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $6.7M | 108,203 | 0.8% | 25 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.6M | 23,393 | 0.6% | 25 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $5.6M | 93,394 | 0.6% | 3 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $5.5M | 64,078 | 0.6% | 2 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.5M | 18,897 | 0.6% | 25 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $5.2M | 45,684 | 0.6% | 25 |
| NISOURCE INC | [NI](https://holderbook.com/stocks/NI/) | $5.0M | 136,493 | 0.6% | 3 |
| BURLINGTON STORES INC | [BURL](https://holderbook.com/stocks/BURL/) | $5.0M | 17,419 | 0.6% | 2 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $4.8M | 39,424 | 0.5% | 22 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.7M | 6,123 | 0.5% | 25 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $4.6M | 36,563 | 0.5% | 4 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $4.3M | 36,985 | 0.5% | 25 |
| DOMINOS PIZZA INC | [DPZ](https://holderbook.com/stocks/DPZ/) | $4.2M | 9,954 | 0.5% | 22 |
| NICE LTD | [NICE](https://holderbook.com/stocks/NICE/) | $3.7M | 21,999 | 0.4% | 4 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $3.6M | 39,686 | 0.4% | 25 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $3.3M | 41,727 | 0.4% | 25 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $3.0M | 31,381 | 0.3% | 12 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $3.0M | 18,053 | 0.3% | 9 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $3.0M | 43,395 | 0.3% | 10 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.0M | 17,791 | 0.3% | 25 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $2.9M | 83,495 | 0.3% | 22 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $2.7M | 35,852 | 0.3% | 8 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.6M | 6,610 | 0.3% | 25 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.5M | 8,581 | 0.3% | 25 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $2.5M | 6,049 | 0.3% | 1 |
| AES CORP | [AES](https://holderbook.com/stocks/AES/) | $2.5M | 191,154 | 0.3% | 22 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $2.4M | 23,123 | 0.3% | 12 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $2.4M | 31,904 | 0.3% | 25 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $2.3M | 20,427 | 0.3% | 25 |
| GARMIN LTD | [GRMN](https://holderbook.com/stocks/GRMN/) | $2.3M | 11,164 | 0.3% | 12 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.2M | 46,519 | 0.3% | 17 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.2M | 2,462 | 0.3% | 6 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $2.1M | 3,278 | 0.2% | 9 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $2.1M | 9,886 | 0.2% | 22 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $2.0M | 32,884 | 0.2% | 25 |
| HALLIBURTON CO | [HAL](https://holderbook.com/stocks/HAL/) | $2.0M | 73,381 | 0.2% | 9 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.8M | 12,374 | 0.2% | 25 |
| ICON PUB LTD CO | [ICLR](https://holderbook.com/stocks/ICLR/) | $1.8M | 8,392 | 0.2% | 6 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $1.7M | 8,402 | 0.2% | 25 |
| RESTAURANT BRANDS INTL INC | [QSR](https://holderbook.com/stocks/QSR/) | $1.6M | 24,130 | 0.2% | 14 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $1.5M | 38,992 | 0.2% | 20 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.5M | 14,677 | 0.2% | 25 |
| METLIFE INC | [MET](https://holderbook.com/stocks/MET/) | $1.4M | 17,642 | 0.2% | 25 |
| TARGA RES CORP | [TRGP](https://holderbook.com/stocks/TRGP/) | $1.4M | 7,886 | 0.2% | 4 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.4M | 12,900 | 0.2% | 8 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.3M | 5,875 | 0.2% | 15 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $1.3M | 16,701 | 0.2% | 25 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $1.3M | 2,113 | 0.2% | 6 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $943.5K | 34,534 | 0.1% | 18 |
| TOTALENERGIES SE | [TTE](https://holderbook.com/stocks/TTE/) | $943.5K | 17,311 | 0.1% | 17 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $800.5K | 11,166 | 0.1% | 25 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $797.9K | 3,233 | 0.1% | 25 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $772.6K | 4,081 | 0.1% | 17 |
| FIRST COMWLTH FINL CORP PA | [FCF](https://holderbook.com/stocks/FCF/) | $760.6K | 44,955 | 0.1% | 4 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $664.9K | 7,209 | 0.1% | 20 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $589.5K | 9,957 | 0.1% | 25 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $578.2K | 2,432 | 0.1% | 19 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $573.6K | 3,228 | 0.1% | 5 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $569.6K | 1,570 | 0.1% | 3 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $513.5K | 2,800 | 0.1% | 25 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $501.4K | 11,386 | 0.1% | 25 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $490.1K | 12,050 | 0.1% | 5 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $445.7K | 5,297 | 0.1% | 17 |
| SMITH MIDLAND CORP | [SMID](https://holderbook.com/stocks/SMID/) | $444.6K | 10,000 | 0.1% | 5 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $419.3K | 925 | 0.0% | 4 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $414.0K | 2,114 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q4 2024 | +0.2% | +2.1% | -1.9% | 100% |
| Q3 2024 | +4.7% | +5.4% | -0.8% | 100% |
| Q2 2024 | +1.6% | +4.0% | -2.4% | 99% |
| Q1 2024 | +6.8% | +10.0% | -3.3% | 100% |
| Q4 2023 | +11.0% | +11.2% | -0.2% | 100% |
| Q3 2023 | -4.4% | -3.6% | -0.9% | 100% |
| Q2 2023 | +5.3% | +8.3% | -2.9% | 100% |
| Q1 2023 | +5.8% | +7.0% | -1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2024 | $871.6M | 131 |
| Q3 2024 | $874.3M | 141 |
| Q2 2024 | $835.8M | 135 |
| Q1 2024 | $815.9M | 130 |
| Q4 2023 | $747.0M | 119 |
| Q3 2023 | $656.3M | 113 |
| Q2 2023 | $671.2M | 113 |
| Q1 2023 | $625.3M | 113 |
| Q4 2022 | $574.5M | 114 |
| Q3 2022 | $515.8M | 110 |
| Q2 2022 | $533.8M | 112 |
| Q1 2022 | $609.5M | 121 |