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 3 of 7

Sort by:

NISOURCE INC.

NI|65473P105

Shares:136.5K

Value:$5.0M

% of Portfolio:0.6% ($5.0M/$871.6M)

Burlington Stores, Inc.

BURL|122017106

Shares:17.4K

Value:$5.0M

% of Portfolio:0.6% ($5.0M/$871.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:39.4K

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$871.6M)

ELI LILLY & Co

LLY|532457108

Shares:6.1K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$871.6M)

WELLTOWER INC.

WELL|95040Q104

Shares:36.6K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$871.6M)

464287804

IJR|464287804

Shares:37.0K

Value:$4.3M

% of Portfolio:0.5% ($4.3M/$871.6M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:10.0K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$871.6M)

NICE Ltd.

NICE|653656108

Shares:22.0K

Value:$3.7M

% of Portfolio:0.4% ($3.7M/$871.6M)

STARBUCKS CORP

SBUX|855244109

Shares:39.7K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$871.6M)

92206C409

Shares:41.7K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$871.6M)

81369Y852

Shares:31.4K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$871.6M)

ORACLE CORP

ORCL|68389X105

Shares:18.1K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$871.6M)

78464A854

SPLG|78464A854

Shares:43.4K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$871.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:17.8K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$871.6M)

97717W604

Shares:83.5K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$871.6M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:35.9K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$871.6M)

HOME DEPOT, INC.

HD|437076102

Shares:6.6K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$871.6M)

MCDONALDS CORP

MCD|580135101

Shares:8.6K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$871.6M)

922908736

VUG|922908736

Shares:6.0K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$871.6M)

AES CORP

AES|00130H105

Shares:191.2K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$871.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NISOURCE INC.(NIcusip65473P105)	136.5K	QoQ +59.63% (+51.0K) YoY-	All Managers (Combined)	$5.0M	0.6% ($5.0M/$871.6M)	QoQ +69.35% (+$2.1M) YoY-
Burlington Stores, Inc.(BURLcusip122017106)	17.4K	QoQ +158.98% (+10.7K) YoY-	All Managers (Combined)	$5.0M	0.6% ($5.0M/$871.6M)	QoQ +180.19% (+$3.2M) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	39.4K	QoQ -37.22% (-23.4K) YoY-	All Managers (Combined)	$4.8M	0.5% ($4.8M/$871.6M)	QoQ -35.47% (-$2.6M) YoY-
ELI LILLY & Co(LLYcusip532457108)	6.1K	QoQ -25.47% (-2.1K) YoY-	All Managers (Combined)	$4.7M	0.5% ($4.7M/$871.6M)	QoQ -35.05% (-$2.6M) YoY-
WELLTOWER INC.(WELLcusip95040Q104)	36.6K	QoQ +1.69% (+609) YoY-	All Managers (Combined)	$4.6M	0.5% ($4.6M/$871.6M)	QoQ +0.10% (+$4.8K) YoY-
(IJRcusip464287804)	37.0K	QoQ -4.01% (-1.5K) YoY-	All Managers (Combined)	$4.3M	0.5% ($4.3M/$871.6M)	QoQ -5.44% (-$245.5K) YoY-
DOMINOS PIZZA INC(DPZcusip25754A201)	10.0K	QoQ +54.18% (+3.5K) YoY-	All Managers (Combined)	$4.2M	0.5% ($4.2M/$871.6M)	QoQ +50.46% (+$1.4M) YoY-
NICE Ltd.(NICEcusip653656108)	22.0K	QoQ +14.49% (+2.8K) YoY-	All Managers (Combined)	$3.7M	0.4% ($3.7M/$871.6M)	QoQ +11.97% (+$399.5K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	39.7K	QoQ -7.96% (-3.4K) YoY-	All Managers (Combined)	$3.6M	0.4% ($3.6M/$871.6M)	QoQ -13.85% (-$582.5K) YoY-
(cusip92206C409)✕	41.7K	QoQ -0.64% (-271) YoY-	All Managers (Combined)	$3.3M	0.4% ($3.3M/$871.6M)	QoQ -2.40% (-$80.4K) YoY-
(cusip81369Y852)✕	31.4K	QoQ +2.39% (+734) YoY-	All Managers (Combined)	$3.0M	0.3% ($3.0M/$871.6M)	QoQ +9.65% (+$267.5K) YoY-
ORACLE CORP(ORCLcusip68389X105)	18.1K	QoQ +18.98% (+2.9K) YoY-	All Managers (Combined)	$3.0M	0.3% ($3.0M/$871.6M)	QoQ +16.35% (+$422.9K) YoY-
(SPLGcusip78464A854)	43.4K	QoQ -9.64% (-4.6K) YoY-	All Managers (Combined)	$3.0M	0.3% ($3.0M/$871.6M)	QoQ -7.73% (-$250.7K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	17.8K	QoQ +0.46% (-83) YoY-	All Managers (Combined)	$3.0M	0.3% ($3.0M/$871.6M)	QoQ -2.75% (-$84.3K) YoY-
(cusip97717W604)✕	83.5K	QoQ -4.07% (-3.5K) YoY-	All Managers (Combined)	$2.9M	0.3% ($2.9M/$871.6M)	QoQ -4.46% (-$133.9K) YoY-
SCHWAB CHARLES CORP(SCHWcusip808513105)	35.9K	QoQ +2.41% (+847) YoY-	All Managers (Combined)	$2.7M	0.3% ($2.7M/$871.6M)	QoQ +16.95% (+$384.7K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	6.6K	QoQ -1.13% (-76) YoY-	All Managers (Combined)	$2.6M	0.3% ($2.6M/$871.6M)	QoQ -5.09% (-$137.9K) YoY-
MCDONALDS CORP(MCDcusip580135101)	8.6K	QoQ +2.81% (-235) YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$871.6M)	QoQ -2.12% (-$53.9K) YoY-
(VUGcusip922908736)	6.0K	QoQ NEW(+6.0K) YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$871.6M)	QoQ NEW(+$2.5M) YoY-
AES CORP(AEScusip00130H105)	191.2K	QoQ -17.04% (-39.3K) YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$871.6M)	QoQ -46.77% (-$2.2M) YoY-