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

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ASTRAZENECA PLC

AZN|046353108

Shares:197.5K

Value:$12.9M

% of Portfolio:1.5% ($12.9M/$871.6M)

808524607

SCHA|808524607

Shares:490.2K

Value:$12.7M

% of Portfolio:1.5% ($12.7M/$871.6M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:40.4K

Value:$12.0M

% of Portfolio:1.4% ($12.0M/$871.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:22.5K

Value:$11.4M

% of Portfolio:1.3% ($11.4M/$871.6M)

CORPAY, INC.

CPAY|219948106

Shares:33.1K

Value:$11.2M

% of Portfolio:1.3% ($11.2M/$871.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:92.1K

Value:$11.1M

% of Portfolio:1.3% ($11.1M/$871.6M)

EVEREST GROUP, LTD.

EG|G3223R108

Shares:28.3K

Value:$10.3M

% of Portfolio:1.2% ($10.3M/$871.6M)

AECOM

ACM|00766T100

Shares:94.1K

Value:$10.1M

% of Portfolio:1.2% ($10.1M/$871.6M)

SYSCO CORP

SYY|871829107

Shares:117.9K

Value:$9.0M

% of Portfolio:1.0% ($9.0M/$871.6M)

Accenture plc

ACN|G1151C101

Shares:25.3K

Value:$8.9M

% of Portfolio:1.0% ($8.9M/$871.6M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:52.8K

Value:$8.6M

% of Portfolio:1.0% ($8.6M/$871.6M)

PEPSICO INC

PEP|713448108

Shares:50.2K

Value:$7.6M

% of Portfolio:0.9% ($7.6M/$871.6M)

Walt Disney Co

DIS|254687106

Shares:66.4K

Value:$7.4M

% of Portfolio:0.8% ($7.4M/$871.6M)

808524706

Shares:263.1K

Value:$7.0M

% of Portfolio:0.8% ($7.0M/$871.6M)

464287507

IJH|464287507

Shares:108.2K

Value:$6.7M

% of Portfolio:0.8% ($6.7M/$871.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:23.4K

Value:$5.6M

% of Portfolio:0.6% ($5.6M/$871.6M)

Mondelez International, Inc.

MDLZ|609207105

Shares:93.4K

Value:$5.6M

% of Portfolio:0.6% ($5.6M/$871.6M)

NOVO NORDISK A S

NVO|670100205

Shares:64.1K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$871.6M)

922908769

VTI|922908769

Shares:18.9K

Value:$5.5M

% of Portfolio:0.6% ($5.5M/$871.6M)

Phillips 66

PSX|718546104

Shares:45.7K

Value:$5.2M

% of Portfolio:0.6% ($5.2M/$871.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ASTRAZENECA PLC(AZNcusip046353108)	197.5K	QoQ +1.28% (-2.5K) YoY-	All Managers (Combined)	$12.9M	1.5% ($12.9M/$871.6M)	QoQ -14.82% (-$2.3M) YoY-
(SCHAcusip808524607)	490.2K	QoQ +92.86% (-236.0K) YoY-	All Managers (Combined)	$12.7M	1.5% ($12.7M/$871.6M)	QoQ -3.15% (-$412.9K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	40.4K	QoQ -4.00% (-1.7K) YoY-	All Managers (Combined)	$12.0M	1.4% ($12.0M/$871.6M)	QoQ +5.05% (-$577.0K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	22.5K	QoQ -5.29% (-1.3K) YoY-	All Managers (Combined)	$11.4M	1.3% ($11.4M/$871.6M)	QoQ -18.06% (-$2.5M) YoY-
CORPAY, INC.(CPAYcusip219948106)	33.1K	QoQ -0.94% (-316) YoY-	All Managers (Combined)	$11.2M	1.3% ($11.2M/$871.6M)	QoQ +7.18% (-$749.7K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	92.1K	QoQ +1.38% (-1.3K) YoY-	All Managers (Combined)	$11.1M	1.3% ($11.1M/$871.6M)	QoQ -25.36% (-$3.8M) YoY-
EVEREST GROUP, LTD.(EGcusipG3223R108)	28.3K	QoQ +0.41% (-116) YoY-	All Managers (Combined)	$10.3M	1.2% ($10.3M/$871.6M)	QoQ -7.11% (-$785.4K) YoY-
AECOM(ACMcusip00766T100)	94.1K	QoQ +0.18% (+171) YoY-	All Managers (Combined)	$10.1M	1.2% ($10.1M/$871.6M)	QoQ +3.62% (+$351.7K) YoY-
SYSCO CORP(SYYcusip871829107)	117.9K	QoQ +1.29% (-1.5K) YoY-	All Managers (Combined)	$9.0M	1.0% ($9.0M/$871.6M)	QoQ -0.77% (-$70.5K) YoY-
Accenture plc(ACNcusipG1151C101)	25.3K	QoQ +9.30% (+2.2K) YoY-	All Managers (Combined)	$8.9M	1.0% ($8.9M/$871.6M)	QoQ +8.77% (+$717.5K) YoY-
APPLIED MATERIALS INC /DE(AMATcusip038222105)	52.8K	QoQ +1.36% (-710) YoY-	All Managers (Combined)	$8.6M	1.0% ($8.6M/$871.6M)	QoQ -18.41% (-$1.9M) YoY-
PEPSICO INC(PEPcusip713448108)	50.2K	QoQ +3.78% (-1.8K) YoY-	All Managers (Combined)	$7.6M	0.9% ($7.6M/$871.6M)	QoQ -7.19% (-$591.8K) YoY-
Walt Disney Co(DIScusip254687106)	66.4K	QoQ -1.93% (-1.3K) YoY-	All Managers (Combined)	$7.4M	0.8% ($7.4M/$871.6M)	QoQ +13.52% (-$880.4K) YoY-
(cusip808524706)✕	263.1K	QoQ +1.64% (-4.3K) YoY-	All Managers (Combined)	$7.0M	0.8% ($7.0M/$871.6M)	QoQ -7.23% (-$546.4K) YoY-
(IJHcusip464287507)	108.2K	QoQ -4.68% (-5.3K) YoY-	All Managers (Combined)	$6.7M	0.8% ($6.7M/$871.6M)	QoQ -4.70% (-$332.7K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	23.4K	QoQ -4.80% (-1.2K) YoY-	All Managers (Combined)	$5.6M	0.6% ($5.6M/$871.6M)	QoQ +8.21% (-$425.5K) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	93.4K	QoQ +25.47% (+19.0K) YoY-	All Managers (Combined)	$5.6M	0.6% ($5.6M/$871.6M)	QoQ +1.73% (+$94.9K) YoY-
NOVO NORDISK A S(NVOcusip670100205)	64.1K	QoQ +96.95% (+31.5K) YoY-	All Managers (Combined)	$5.5M	0.6% ($5.5M/$871.6M)	QoQ +42.28% (+$1.6M) YoY-
(VTIcusip922908769)	18.9K	QoQ -1.95% (-377) YoY-	All Managers (Combined)	$5.5M	0.6% ($5.5M/$871.6M)	QoQ +0.34% (-$18.9K) YoY-
Phillips 66(PSXcusip718546104)	45.7K	QoQ -1.98% (-926) YoY-	All Managers (Combined)	$5.2M	0.6% ($5.2M/$871.6M)	QoQ -15.04% (-$922.1K) YoY-