Buckingham-Capital-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AES",
  "QSR",
  "ACN",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "DUK",
  "PEBO",
  "NICE",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "UNP",
  "AMAT",
  "META",
  "IJH",
  "SMID",
  "LHX",
  "LIN",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "GE",
  "NI",
  "HEI",
  "ICLR",
  "IJR",
  "ANET",
  "ORCL",
  "PEP",
  "IRM",
  null,
  "DNP",
  "PGR",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "MAS",
  null,
  null,
  "AMT",
  "SPLG",
  null,
  "SYK",
  "SBUX",
  "TJX",
  "MET",
  "SCHW",
  "FMAO",
  "VWO",
  "VIG",
  "TTE",
  "TRGP",
  "MMT",
  "XLB",
  "TSM",
  null,
  null,
  "HAL",
  "APTV",
  "AFL",
  "AMD",
  "CPAY",
  "WM",
  "AEP",
  "CODA",
  "FCF",
  "FDS",
  "NVO",
  "AMZN",
  "SCHB",
  "ACM",
  "VEU",
  "ESGV",
  "VUG",
  null,
  "V",
  "WMT",
  "WELL",
  null,
  "GRMN",
  "SCHD",
  null,
  "SCHF",
  "SCHA",
  "PSX",
  "CRM",
  "SYY",
  "MCK",
  "EG",
  "BAC",
  "BRK-B",
  "BR",
  "BURL",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "GLW",
  "DLR",
  "DPZ",
  "ADI",
  "NEE",
  "NKE",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "NFLX",
  "PH",
  "MLM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-01-31
Total Holdings: 131
Total Value: 871630757
Accession Number: 0001062993-25-001377
Form Type: 13F-HR
CIK: buckingham-capital-management
Manager Name: Buckingham-Capital-Management

Data Enrichment

92% identified

121 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

131 positions • $871.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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78464A375

Shares:3.2M

Value:$104.6M

% of Portfolio:12.0% ($104.6M/$871.6M)

Apple Inc.

AAPL|037833100

Shares:174.4K

Value:$43.7M

% of Portfolio:5.0% ($43.7M/$871.6M)

78464A474

Shares:1.3M

Value:$38.8M

% of Portfolio:4.5% ($38.8M/$871.6M)

464288661

Shares:300.0K

Value:$34.7M

% of Portfolio:4.0% ($34.7M/$871.6M)

808524102

SCHB|808524102

Shares:1.5M

Value:$34.0M

% of Portfolio:3.9% ($34.0M/$871.6M)

922042775

VEU|922042775

Shares:556.2K

Value:$31.9M

% of Portfolio:3.7% ($31.9M/$871.6M)

808524508

Shares:1.1M

Value:$29.5M

% of Portfolio:3.4% ($29.5M/$871.6M)

NVIDIA CORP

NVDA|67066G104

Shares:219.7K

Value:$29.5M

% of Portfolio:3.4% ($29.5M/$871.6M)

MICROSOFT CORP

MSFT|594918104

Shares:63.1K

Value:$26.6M

% of Portfolio:3.1% ($26.6M/$871.6M)

Broadcom Inc.

AVGO|11135F101

Shares:107.8K

Value:$25.0M

% of Portfolio:2.9% ($25.0M/$871.6M)

Alphabet Inc.

GOOG|02079K107

Shares:123.9K

Value:$23.6M

% of Portfolio:2.7% ($23.6M/$871.6M)

AMAZON COM INC

AMZN|023135106

Shares:105.6K

Value:$23.2M

% of Portfolio:2.7% ($23.2M/$871.6M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:104.5K

Value:$20.6M

% of Portfolio:2.4% ($20.6M/$871.6M)

808524805

SCHF|808524805

Shares:863.6K

Value:$16.0M

% of Portfolio:1.8% ($16.0M/$871.6M)

BlackRock, Inc.

BLK|09290D101

Shares:15.2K

Value:$15.6M

% of Portfolio:1.8% ($15.6M/$871.6M)

Salesforce, Inc.

CRM|79466L302

Shares:46.0K

Value:$15.4M

% of Portfolio:1.8% ($15.4M/$871.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:63.0K

Value:$14.2M

% of Portfolio:1.6% ($14.2M/$871.6M)

VISA INC.

V|92826C839

Shares:43.0K

Value:$13.6M

% of Portfolio:1.6% ($13.6M/$871.6M)

STRYKER CORP

SYK|863667101

Shares:36.8K

Value:$13.2M

% of Portfolio:1.5% ($13.2M/$871.6M)

T-Mobile US, Inc.

TMUS|872590104

Shares:59.6K

Value:$13.2M

% of Portfolio:1.5% ($13.2M/$871.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A375)✕	3.2M	QoQ +8.05% (+238.0K) YoY-	All Managers (Combined)	$104.6M	12.0% ($104.6M/$871.6M)	QoQ +5.01% (+$5.0M) YoY-
Apple Inc.(AAPLcusip037833100)	174.4K	QoQ -1.99% (-3.5K) YoY-	All Managers (Combined)	$43.7M	5.0% ($43.7M/$871.6M)	QoQ +5.33% (-$2.2M) YoY-
(cusip78464A474)✕	1.3M	QoQ +2.20% (+28.1K) YoY-	All Managers (Combined)	$38.8M	4.5% ($38.8M/$871.6M)	QoQ +0.78% (+$303.4K) YoY-
(cusip464288661)✕	300.0K	QoQ -0.93% (-2.8K) YoY-	All Managers (Combined)	$34.7M	4.0% ($34.7M/$871.6M)	QoQ -4.29% (-$1.6M) YoY-
(SCHBcusip808524102)	1.5M	QoQ +169.11% (-940.0K) YoY-	All Managers (Combined)	$34.0M	3.9% ($34.0M/$871.6M)	QoQ -8.16% (-$3.0M) YoY-
(VEUcusip922042775)	556.2K	QoQ +0.75% (-4.2K) YoY-	All Managers (Combined)	$31.9M	3.7% ($31.9M/$871.6M)	QoQ -8.18% (-$2.8M) YoY-
(cusip808524508)✕	1.1M	QoQ +194.55% (-703.7K) YoY-	All Managers (Combined)	$29.5M	3.4% ($29.5M/$871.6M)	QoQ -1.76% (-$531.0K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	219.7K	QoQ +1.83% (+4.0K) YoY-	All Managers (Combined)	$29.5M	3.4% ($29.5M/$871.6M)	QoQ +12.61% (+$3.3M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	63.1K	QoQ +0.97% (-609) YoY-	All Managers (Combined)	$26.6M	3.1% ($26.6M/$871.6M)	QoQ -1.09% (-$293.7K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	107.8K	QoQ -6.80% (-7.9K) YoY-	All Managers (Combined)	$25.0M	2.9% ($25.0M/$871.6M)	QoQ +25.25% (-$5.0M) YoY-
Alphabet Inc.(GOOGcusip02079K107)	123.9K	QoQ -0.96% (-1.2K) YoY-	All Managers (Combined)	$23.6M	2.7% ($23.6M/$871.6M)	QoQ +12.80% (-$2.7M) YoY-
AMAZON COM INC(AMZNcusip023135106)	105.6K	QoQ -0.43% (-460) YoY-	All Managers (Combined)	$23.2M	2.7% ($23.2M/$871.6M)	QoQ +17.23% (-$3.4M) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	104.5K	QoQ -4.31% (-4.7K) YoY-	All Managers (Combined)	$20.6M	2.4% ($20.6M/$871.6M)	QoQ +8.81% (-$1.7M) YoY-
(SCHFcusip808524805)	863.6K	QoQ +97.11% (-425.5K) YoY-	All Managers (Combined)	$16.0M	1.8% ($16.0M/$871.6M)	QoQ -11.31% (-$2.0M) YoY-
BlackRock, Inc.(BLKcusip09290D101)	15.2K	QoQ NEW(+15.2K) YoY-	All Managers (Combined)	$15.6M	1.8% ($15.6M/$871.6M)	QoQ NEW(+$15.6M) YoY-
Salesforce, Inc.(CRMcusip79466L302)	46.0K	QoQ -2.73% (-1.3K) YoY-	All Managers (Combined)	$15.4M	1.8% ($15.4M/$871.6M)	QoQ +18.80% (-$2.4M) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	63.0K	QoQ -1.48% (-948) YoY-	All Managers (Combined)	$14.2M	1.6% ($14.2M/$871.6M)	QoQ +7.65% (-$1.0M) YoY-
VISA INC.(Vcusip92826C839)	43.0K	QoQ -0.57% (-249) YoY-	All Managers (Combined)	$13.6M	1.6% ($13.6M/$871.6M)	QoQ +14.28% (-$1.7M) YoY-
STRYKER CORP(SYKcusip863667101)	36.8K	QoQ -1.79% (-671) YoY-	All Managers (Combined)	$13.2M	1.5% ($13.2M/$871.6M)	QoQ -2.12% (-$286.9K) YoY-
T-Mobile US, Inc.(TMUScusip872590104)	59.6K	QoQ -6.83% (-4.4K) YoY-	All Managers (Combined)	$13.2M	1.5% ($13.2M/$871.6M)	QoQ -0.34% (-$45.6K) YoY-