← Back to Discover
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) |
|---|---|---|---|---|---|
| WALMART INC | COM | 931142103 | — | 4,523 shares | $408,650 |
| CHEVRON CORP NEW | COM | 166764100 | — | 2,716 shares | $393,349 |
| MCKESSON CORP | COM | 58155Q103 | — | 674 shares | $384,119 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 714 shares | $368,781 |
| IRON MTN INC DEL | COM | 46284V101 | — | 3,483 shares | $366,098 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,120 shares | $353,595 |
| ANALOG DEVICES INC | COM | 032654105 | — | 1,631 shares | $346,522 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 1,500 shares | $339,135 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | — | 13,110 shares | $323,817 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 1,806 shares | $320,258 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 536 shares | $315,532 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,893 shares | $311,692 |
| LINDE PLC | SHS | G54950103 | — | 739 shares | $309,397 |
| APTIV PLC | COM SHS | G3265R107 | — | 4,966 shares | $300,344 |
| EATON CORP PLC | SHS | G29183103 | — | 891 shares | $295,696 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 593 shares | $288,162 |
| MASCO CORP | COM | 574599106 | — | 3,949 shares | $286,579 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 2,617 shares | $274,497 |
| PEOPLES BANCORP INC | COM | 709789101 | — | 8,469 shares | $268,383 |
| FARMERS & MERCHANTS BANCORP | COM | 30779N105 | — | 8,873 shares | $261,310 |
| PROGRESSIVE CORP | COM | 743315103 | — | 1,065 shares | $255,185 |
| ELEVANCE HEALTH INC | COM | 036752103 | — | 676 shares | $249,376 |
| META PLATFORMS INC | CL A | 30303M102 | — | 410 shares | $240,070 |
| BANK AMERICA CORP | COM | 060505104 | — | 5,339 shares | $234,651 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 465 shares | $223,330 |
| AFLAC INC | COM | 001055102 | — | 2,100 shares | $217,224 |
| PFIZER INC | COM | 717081103 | — | 8,030 shares | $213,036 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,872 shares | $206,912 |
| DNP SELECT INCOME FD INC | COM | 23325P104 | — | 11,060 shares | $97,549 |
| CODA OCTOPUS GROUP INC | COM NEW | 19188U206 | — | 10,000 shares | $78,300 |
| MFS MULTIMARKET INCOME TR | SH BEN INT | 552737108 | — | 13,420 shares | $62,940 |