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Latest Buckingham Capital Management, Inc. Stock Portfolio

$871Million | No. of Holdings #131

Buckingham Capital Management, Inc. Performance

2024 Q4+1.38%
YTD+1.08%
2023+13.27%

About Buckingham Capital Management, Inc. and 13F Hedge Fund Stock Holdings

On 2025-01-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buckingham Capital Management, Inc. reported an equity portfolio of $871.6 Millions as of 31 Dec, 2024. <br><br> The top stock holdings of Buckingham Capital Management, Inc. are BIL, AAPL, BIL. The fund has invested 12% of it's portfolio in SPDR SER TR and 5% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off BLACKROCK INC (BLK), HCA HEALTHCARE INC (HCA) and INGERSOLL RAND INC (IR) stocks. They significantly reduced their stock positions in ELEVANCE HEALTH INC (ELV), ABBOTT LABS (ABT) and NIKE INC (NKE). Buckingham Capital Management, Inc. opened new stock positions in BLACKROCK INC, VANGUARD INDEX FDS (VB) and VANGUARD SPECIALIZED FUNDS (VIG). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), BURLINGTON STORES INC (BURL) and NOVO-NORDISK A S.
Buckingham Capital Management, Inc. Equity Portfolio Value
Last Reported on: 31 Jan, 2025
$871Million
  as of Jan 31, 2025

Buckingham Capital Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Buckingham Capital Management, Inc. made a return of 1.38% in the last quarter. In trailing 12 months, it's portfolio return was 1.08%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
blackrock inc15,559,100
vanguard index fds2,482,780
vanguard specialized funds413,985
aptiv plc300,344
arista networks inc206,912
New stocks bought by Buckingham Capital Management, Inc.

Additions

Ticker% Inc.
schwab strategic tr194
schwab strategic tr169
burlington stores inc158
schwab strategic tr123
schwab strategic tr97.12
novo-nordisk a s96.95
schwab strategic tr92.87
nisource inc59.64
Additions to existing portfolio by Buckingham Capital Management, Inc.

Reductions

Ticker% Reduced
elevance health inc-55.7
abbott labs-55.02
nike inc-40.46
pfizer inc-39.62
tjx cos inc new-37.22
peoples bancorp inc-36.75
berkshire hathaway inc del-30.19
analog devices inc-26.4
Buckingham Capital Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
blackrock inc-15,008,900
infosys ltd-308,729
aptiv plc-480,739
ingersoll rand inc-533,303
emerson elec co-521,473
smucker j m co-419,006
hca healthcare inc-768,153
danaher corporation-436,491
Buckingham Capital Management, Inc. got rid off the above stocks

Sector Distribution

Buckingham Capital Management, Inc. has about 49.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others49.2
Technology20.5
Consumer Cyclical5.8
Communication Services5.4
Healthcare4.3
Financial Services4.3
Industrials3.9
Consumer Defensive3.2
Energy1.2
Utilities1.1

Market Cap. Distribution

Buckingham Capital Management, Inc. has about 50.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED49.2
MEGA-CAP32.5
LARGE-CAP18.1

Stocks belong to which Index?

About 48.8% of the stocks held by Buckingham Capital Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others51.1
S&P 50048.8
Top 5 Winners (%)%
SMID
smith midland corp
33.1 %
AVGO
broadcom inc
32.3 %
NFLX
netflix inc
25.0 %
CRM
salesforce inc
22.1 %
TRGP
targa res corp
20.5 %
Top 5 Winners ($)$
AVGO
broadcom inc
6.5 M
AMZN
amazon com inc
3.5 M
AAPL
apple inc
3.0 M
GOOG
alphabet inc
2.9 M
CRM
salesforce inc
2.9 M
Top 5 Losers (%)%
ANET
arista networks inc
-72.0 %
AES
aes corp
-35.2 %
AMD
advanced micro devices inc
-26.2 %
ELV
elevance health inc
-25.1 %
AMT
american tower corp new
-21.0 %
Top 5 Losers ($)$
AMD
advanced micro devices inc
-4.0 M
AMAT
applied matls inc
-2.1 M
UNH
unitedhealth group inc
-1.8 M
AES
aes corp
-1.6 M
MDLZ
mondelez intl inc
-1.1 M

Buckingham Capital Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buckingham Capital Management, Inc.

Buckingham Capital Management, Inc. has 131 stocks in it's portfolio. About 45.7% of the portfolio is in top 10 stocks. AMD proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for Buckingham Capital Management, Inc. last quarter.

$871.63MTotal Value
146Positions
31 Jan, 2025Last Reported
Current holdings of Current Stock Holdings of Buckingham Capital Management, Inc., last reported on 31 Jan, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Capital Management, Inc.'s holding in Ishares Tr over time
3.98%300,018
$34.67M
3.98%
decreased 0.93 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Buckingham Capital Management, Inc.'s holding in Ishares Tr over time
0.04%13,110
$323.8K
0.04%
increased 0.85 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Buckingham Capital Management, Inc.'s holding in Wisdomtree Tr over time
0.33%83,495
$2.87M
0.33%
decreased 4.07 percentreduced