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 6 of 7

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Walmart Inc.

WMT|931142103

Shares:4.5K

Value:$408.6K

% of Portfolio:0.0% ($408.6K/$871.6M)

CHEVRON CORP

CVX|166764100

Shares:2.7K

Value:$393.3K

% of Portfolio:0.0% ($393.3K/$871.6M)

MCKESSON CORP

MCK|58155Q103

Shares:674

Value:$384.1K

% of Portfolio:0.0% ($384.1K/$871.6M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:714

Value:$368.8K

% of Portfolio:0.0% ($368.8K/$871.6M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:3.5K

Value:$366.1K

% of Portfolio:0.0% ($366.1K/$871.6M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.1K

Value:$353.6K

% of Portfolio:0.0% ($353.6K/$871.6M)

ANALOG DEVICES INC

ADI|032654105

Shares:1.6K

Value:$346.5K

% of Portfolio:0.0% ($346.5K/$871.6M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.5K

Value:$339.1K

% of Portfolio:0.0% ($339.1K/$871.6M)

46435G243

Shares:13.1K

Value:$323.8K

% of Portfolio:0.0% ($323.8K/$871.6M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:1.8K

Value:$320.3K

% of Portfolio:0.0% ($320.3K/$871.6M)

464287200

IVV|464287200

Shares:536

Value:$315.5K

% of Portfolio:0.0% ($315.5K/$871.6M)

Duke Energy CORP

DUK|26441C204

Shares:2.9K

Value:$311.7K

% of Portfolio:0.0% ($311.7K/$871.6M)

LINDE PLC

LIN|G54950103

Shares:739

Value:$309.4K

% of Portfolio:0.0% ($309.4K/$871.6M)

Aptiv PLC

APTV|G3265R107

Shares:5.0K

Value:$300.3K

% of Portfolio:0.0% ($300.3K/$871.6M)

Eaton Corp plc

ETN|G29183103

Shares:891

Value:$295.7K

% of Portfolio:0.0% ($295.7K/$871.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:593

Value:$288.2K

% of Portfolio:0.0% ($288.2K/$871.6M)

MASCO CORP /DE/

MAS|574599106

Shares:3.9K

Value:$286.6K

% of Portfolio:0.0% ($286.6K/$871.6M)

921910733

ESGV|921910733

Shares:2.6K

Value:$274.5K

% of Portfolio:0.0% ($274.5K/$871.6M)

PEOPLES BANCORP INC

PEBO|709789101

Shares:8.5K

Value:$268.4K

% of Portfolio:0.0% ($268.4K/$871.6M)

FARMERS & MERCHANTS BANCORP INC

FMAO|30779N105

Shares:8.9K

Value:$261.3K

% of Portfolio:0.0% ($261.3K/$871.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	4.5K	QoQ +36.11% (+1.2K) YoY-	All Managers (Combined)	$408.6K	0.0% ($408.6K/$871.6M)	QoQ +52.29% (+$140.3K) YoY-
CHEVRON CORP(CVXcusip166764100)	2.7K	QoQ +0.07% (-2) YoY-	All Managers (Combined)	$393.3K	0.0% ($393.3K/$871.6M)	QoQ -1.60% (-$6.4K) YoY-
MCKESSON CORP(MCKcusip58155Q103)	674	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$384.1K	0.0% ($384.1K/$871.6M)	QoQ +15.26% (+$50.9K) YoY-
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	714	QoQ +11.04% (+71) YoY-	All Managers (Combined)	$368.8K	0.0% ($368.8K/$871.6M)	QoQ +6.55% (+$22.7K) YoY-
IRON MOUNTAIN INC(IRMcusip46284V101)	3.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$366.1K	0.0% ($366.1K/$871.6M)	QoQ -11.54% (-$47.8K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	2.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$353.6K	0.0% ($353.6K/$871.6M)	QoQ -11.55% (-$46.2K) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	1.6K	QoQ -26.39% (-585) YoY-	All Managers (Combined)	$346.5K	0.0% ($346.5K/$871.6M)	QoQ -32.06% (-$163.5K) YoY-
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$339.1K	0.0% ($339.1K/$871.6M)	QoQ +5.14% (+$16.6K) YoY-
(cusip46435G243)✕	13.1K	QoQ +0.84% (-110) YoY-	All Managers (Combined)	$323.8K	0.0% ($323.8K/$871.6M)	QoQ -0.99% (-$3.3K) YoY-
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	1.8K	QoQ -7.47% (-146) YoY-	All Managers (Combined)	$320.3K	0.0% ($320.3K/$871.6M)	QoQ +1.38% (-$4.4K) YoY-
(IVVcusip464287200)	536	QoQ -2.54% (-14) YoY-	All Managers (Combined)	$315.5K	0.0% ($315.5K/$871.6M)	QoQ -0.54% (-$1.7K) YoY-
Duke Energy CORP(DUKcusip26441C204)	2.9K	QoQ +1.15% (-33) YoY-	All Managers (Combined)	$311.7K	0.0% ($311.7K/$871.6M)	QoQ -5.47% (-$18.1K) YoY-
LINDE PLC(LINcusipG54950103)	739	QoQ -7.04% (-56) YoY-	All Managers (Combined)	$309.4K	0.0% ($309.4K/$871.6M)	QoQ -18.38% (-$69.7K) YoY-
Aptiv PLC(APTVcusipG3265R107)	5.0K	QoQ NEW(+5.0K) YoY-	All Managers (Combined)	$300.3K	0.0% ($300.3K/$871.6M)	QoQ NEW(+$300.3K) YoY-
Eaton Corp plc(ETNcusipG29183103)	891	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$295.7K	0.0% ($295.7K/$871.6M)	QoQ +0.12% (+$383) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	593	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$288.2K	0.0% ($288.2K/$871.6M)	QoQ -16.87% (-$58.5K) YoY-
MASCO CORP /DE/(MAScusip574599106)	3.9K	QoQ -20.20% (-1.0K) YoY-	All Managers (Combined)	$286.6K	0.0% ($286.6K/$871.6M)	QoQ -31.01% (-$128.8K) YoY-
(ESGVcusip921910733)	2.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$274.5K	0.0% ($274.5K/$871.6M)	QoQ +3.18% (+$8.5K) YoY-
PEOPLES BANCORP INC(PEBOcusip709789101)	8.5K	QoQ -36.74% (-4.9K) YoY-	All Managers (Combined)	$268.4K	0.0% ($268.4K/$871.6M)	QoQ -33.38% (-$134.5K) YoY-
FARMERS & MERCHANTS BANCORP INC(FMAOcusip30779N105)	8.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$261.3K	0.0% ($261.3K/$871.6M)	QoQ +6.51% (+$16.0K) YoY-