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Buckingham Capital Management, Inc.
Period ended Dec 31, 2024 · Latest filing Jan 31, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Dec 31, 2024: $871,630,757
More quarters will appear as history becomes available.
Top holdings
Top 10 at Dec 31, 2024. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR SER TR · PORTFOLIO INTRMD · 78464A375 · shares: $104,565,658
- APPLE INC · COM · 037833100 · shares: $43,661,814
- SPDR SER TR · PORTFOLIO SHORT · 78464A474 · shares: $38,849,529
- ISHARES TR · 3 7 YR TREAS BD · 464288661 · shares: $34,667,096
- SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $33,956,837
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $31,933,859
- SCHWAB STRATEGIC TR · US MID-CAP ETF · 808524508 · shares: $29,523,393
- NVIDIA CORPORATION · COM · 67066G104 · shares: $29,510,073
- MICROSOFT CORP · COM · 594918104 · shares: $26,616,360
- BROADCOM INC · COM · 11135F101 · shares: $24,991,834
Reported holdings
131 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | — | 3,191,870 shares | $104,565,658 |
| APPLE INC | COM | 037833100 | — | 174,354 shares | $43,661,814 |
| SPDR SER TR | PORTFOLIO SHORT | 78464A474 | — | 1,301,056 shares | $38,849,529 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 300,018 shares | $34,667,096 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 1,495,896 shares | $33,956,837 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 556,242 shares | $31,933,859 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 1,065,442 shares | $29,523,393 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 219,749 shares | $29,510,073 |
| MICROSOFT CORP | COM | 594918104 | — | 63,147 shares | $26,616,360 |
| BROADCOM INC | COM | 11135F101 | — | 107,798 shares | $24,991,834 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 123,866 shares | $23,589,042 |
| AMAZON COM INC | COM | 023135106 | — | 105,556 shares | $23,158,040 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | — | 104,466 shares | $20,630,990 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 863,564 shares | $15,975,929 |
| BLACKROCK INC | COM | 09290D101 | — | 15,178 shares | $15,559,120 |
| SALESFORCE INC | COM | 79466L302 | — | 45,968 shares | $15,368,481 |
| HONEYWELL INTL INC | COM | 438516106 | — | 63,048 shares | $14,241,829 |
| VISA INC | COM CL A | 92826C839 | — | 43,005 shares | $13,591,388 |
| STRYKER CORPORATION | COM | 863667101 | — | 36,783 shares | $13,243,719 |
| T-MOBILE US INC | COM | 872590104 | — | 59,644 shares | $13,165,146 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | — | 197,505 shares | $12,940,528 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 490,214 shares | $12,676,938 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 40,425 shares | $11,997,736 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 22,517 shares | $11,390,450 |
| CORPAY INC | COM SHS | 219948106 | — | 33,068 shares | $11,190,873 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 92,088 shares | $11,123,310 |
| EVEREST GROUP LTD | COM | G3223R108 | — | 28,289 shares | $10,253,631 |
| AECOM | COM | 00766T100 | — | 94,097 shares | $10,051,442 |
| SYSCO CORP | COM | 871829107 | — | 117,898 shares | $9,014,497 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 25,277 shares | $8,892,078 |
| APPLIED MATLS INC | COM | 038222105 | — | 52,789 shares | $8,585,013 |
| PEPSICO INC | COM | 713448108 | — | 50,211 shares | $7,635,120 |
| DISNEY WALT CO | COM | 254687106 | — | 66,380 shares | $7,391,427 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 263,093 shares | $7,006,156 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 108,203 shares | $6,742,129 |
| JPMORGAN CHASE & CO. | COM | 46625H100 | — | 23,393 shares | $5,607,460 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 93,394 shares | $5,578,424 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 64,078 shares | $5,511,990 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 18,897 shares | $5,476,437 |
| PHILLIPS 66 | COM | 718546104 | — | 45,684 shares | $5,204,798 |
| NISOURCE INC | COM | 65473P105 | — | 136,493 shares | $5,017,483 |
| BURLINGTON STORES INC | COM | 122017106 | — | 17,419 shares | $4,965,460 |
| TJX COS INC NEW | COM | 872540109 | — | 39,424 shares | $4,762,814 |
| ELI LILLY & CO | COM | 532457108 | — | 6,123 shares | $4,726,958 |
| WELLTOWER INC | COM | 95040Q104 | — | 36,563 shares | $4,608,035 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 36,985 shares | $4,261,412 |
| DOMINOS PIZZA INC | COM | 25754A201 | — | 9,954 shares | $4,178,291 |
| NICE LTD | SPONSORED ADR | 653656108 | — | 21,999 shares | $3,736,368 |
| STARBUCKS CORP | COM | 855244109 | — | 39,686 shares | $3,621,317 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 41,727 shares | $3,255,123 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | — | 31,381 shares | $3,037,997 |
| ORACLE CORP | COM | 68389X105 | — | 18,053 shares | $3,008,352 |
| SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | — | 43,395 shares | $2,991,651 |
| PROCTER AND GAMBLE CO | COM | 742718109 | — | 17,791 shares | $2,982,597 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | — | 83,495 shares | $2,868,053 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 35,852 shares | $2,653,407 |
| HOME DEPOT INC | COM | 437076102 | — | 6,610 shares | $2,571,224 |
| MCDONALDS CORP | COM | 580135101 | — | 8,581 shares | $2,487,546 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 6,049 shares | $2,482,776 |
| AES CORP | COM | 00130H105 | — | 191,154 shares | $2,460,152 |
| PROLOGIS INC. | COM | 74340W103 | — | 23,123 shares | $2,444,101 |
| NIKE INC | CL B | 654106103 | — | 31,904 shares | $2,414,200 |
| ABBOTT LABS | COM | 002824100 | — | 20,427 shares | $2,310,515 |
| GARMIN LTD | SHS | H2906T109 | — | 11,164 shares | $2,302,662 |
| CORNING INC | COM | 219350105 | — | 46,519 shares | $2,210,572 |
| NETFLIX INC | COM | 64110L106 | — | 2,462 shares | $2,194,430 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 3,278 shares | $2,084,906 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 9,886 shares | $2,078,828 |
| COCA COLA CO | COM | 191216100 | — | 32,884 shares | $2,047,355 |
| HALLIBURTON CO | COM | 406216101 | — | 73,381 shares | $1,995,229 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 12,374 shares | $1,789,477 |
| ICON PLC | SHS | G4705A100 | — | 8,392 shares | $1,759,886 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 8,402 shares | $1,695,462 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | — | 24,130 shares | $1,572,793 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 38,992 shares | $1,463,370 |
| MERCK & CO INC | COM | 58933Y105 | — | 14,677 shares | $1,460,102 |
| METLIFE INC | COM | 59156R108 | — | 17,642 shares | $1,444,527 |
| TARGA RES CORP | COM | 87612G101 | — | 7,886 shares | $1,407,651 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 12,900 shares | $1,387,653 |
| UNION PAC CORP | COM | 907818108 | — | 5,875 shares | $1,339,735 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 16,701 shares | $1,334,075 |
| INTUIT | COM | 461202103 | — | 2,113 shares | $1,328,230 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 34,534 shares | $943,482 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 | — | 17,311 shares | $943,450 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 11,166 shares | $800,491 |
| LOWES COS INC | COM | 548661107 | — | 3,233 shares | $797,904 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,081 shares | $772,615 |
| FIRST COMWLTH FINL CORP PA | COM | 319829107 | — | 44,955 shares | $760,639 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 7,209 shares | $664,886 |
| CISCO SYS INC | COM | 17275R102 | — | 9,957 shares | $589,454 |
| HEICO CORP NEW | COM | 422806109 | — | 2,432 shares | $578,184 |
| ABBVIE INC | COM | 00287Y109 | — | 3,228 shares | $573,640 |
| CATERPILLAR INC | COM | 149123101 | — | 1,570 shares | $569,554 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | — | 2,800 shares | $513,548 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 11,386 shares | $501,439 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 | — | 12,050 shares | $490,074 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 | — | 5,297 shares | $445,690 |
| SMITH MIDLAND CORP | COM | 832156103 | — | 10,000 shares | $444,600 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 925 shares | $419,284 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 2,114 shares | $413,985 |