Buckingham Capital Management, Inc.

CIK 1567634 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$871.6M
13F 가치 기준 9,443개 중 #2,672위 · 상위 28.3%
포지션
131
기준일
2024년 12월 31일 Q4 2024 기준 데이터
상위 10개 보유 비중
45.69%
상위 25개 보유 비중
71.93%
1% 초과 포지션
30
유효 포지션 수
29.5

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

신규 포지션
131
증가함
0
감소
0
종료
0
이 페이지에서

섹터별 비중

Technology
22.7%
Healthcare
6.6%
Financial Services
6.3%
Retail
5.2%
Industrials
4.3%
Communication Services
4.1%
Financials
2.2%
Consumer Staples
1.8%
Consumer Discretionary
1.7%
Telecommunication
1.5%
Energy
1.3%
Utilities
1.1%
Real Estate
0.9%
Consumer products
0.6%
Communications
0.1%
Materials
0.0%
기타/미분류
39.5%

전체 포트폴리오 131 포지션

유형 연속 8분기 추세
SPIB $104,565,658 12.00% 3,191,870 상승 ×1
AAPL Apple Inc. - Common Stock $43,661,814 5.01% 174,354 상승 ×1
SPSB $38,849,529 4.46% 1,301,056 상승 ×1
IEI iShares 3-7 Year Treasury Bond ETF $34,667,096 3.98% 300,018 상승 ×1
SCHB $33,956,837 3.90% 1,495,896 상승 ×1
VEU $31,933,859 3.66% 556,242 상승 ×1
SCHM $29,523,393 3.39% 1,065,442 상승 ×1
NVDA NVIDIA Corporation - Common Stock $29,510,073 3.39% 219,749 상승 ×1
MSFT Microsoft Corporation - Common Stock $26,616,360 3.05% 63,147 상승 ×1
AVGO Broadcom Inc. - Common Stock $24,991,834 2.87% 107,798 상승 ×1
GOOG Alphabet Inc. - Class C Capital Stock $23,589,042 2.71% 123,866 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $23,158,040 2.66% 105,556 상승 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $20,630,990 2.37% 104,466 상승 ×1
SCHF $15,975,929 1.83% 863,564 상승 ×1
BLK BlackRock, Inc. Common Stock $15,559,120 1.79% 15,178 상승 ×1
CRM Salesforce, Inc. Common Stock $15,368,481 1.76% 45,968 상승 ×1
HON Honeywell International Inc. - Common Stock $14,241,829 1.63% 63,048 상승 ×1
V Visa Inc. $13,591,388 1.56% 43,005 상승 ×1
SYK Stryker Corporation Common Stock $13,243,719 1.52% 36,783 상승 ×1
TMUS T-Mobile US, Inc. - Common Stock $13,165,146 1.51% 59,644 상승 ×1
AZN AstraZeneca PLC - American Depositary Shares $12,940,528 1.48% 197,505 상승 ×1
SCHA $12,676,938 1.45% 490,214 상승 ×1
AXP American Express Company Common Stock $11,997,736 1.38% 40,425 상승 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $11,390,450 1.31% 22,517 상승 ×1
CPAY Corpay, Inc. Common Stock $11,190,873 1.28% 33,068 상승 ×1
AMD Advanced Micro Devices, Inc. - Common Stock $11,123,310 1.28% 92,088 상승 ×1
EG Everest Group, Ltd. Common Stock $10,253,631 1.18% 28,289 상승 ×1
ACM AECOM Common Stock $10,051,442 1.15% 94,097 상승 ×1
SYY Sysco Corporation Common Stock $9,014,497 1.03% 117,898 상승 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $8,892,078 1.02% 25,277 상승 ×1
AMAT Applied Materials, Inc. - Common Stock $8,585,013 0.98% 52,789 상승 ×1
PEP PepsiCo, Inc. - Common Stock $7,635,120 0.88% 50,211 상승 ×1
DIS Walt Disney Company (The) Common Stock $7,391,427 0.85% 66,380 상승 ×1
SCHE $7,006,156 0.80% 263,093 상승 ×1
IJH $6,742,129 0.77% 108,203 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $5,607,460 0.64% 23,393 상승 ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $5,578,424 0.64% 93,394 상승 ×1
NVO Novo Nordisk A/S Common Stock $5,511,990 0.63% 64,078 상승 ×1
VTI $5,476,437 0.63% 18,897 상승 ×1
PSX Phillips 66 Common Stock $5,204,798 0.60% 45,684 상승 ×1
NI NiSource Inc Common Stock $5,017,483 0.58% 136,493 상승 ×1
BURL Burlington Stores, Inc. Common Stock $4,965,460 0.57% 17,419 상승 ×1
TJX TJX Companies, Inc. (The) Common Stock $4,762,814 0.55% 39,424 상승 ×1
LLY Eli Lilly and Company Common Stock $4,726,958 0.54% 6,123 상승 ×1
WELL Welltower Inc. Common Stock $4,608,035 0.53% 36,563 상승 ×1
IJR $4,261,412 0.49% 36,985 상승 ×1
DPZ Domino's Pizza Inc - Common Stock $4,178,291 0.48% 9,954 상승 ×1
NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share $3,736,368 0.43% 21,999 상승 ×1
SBUX Starbucks Corporation - Common Stock $3,621,317 0.42% 39,686 상승 ×1
VCSH Vanguard Short-Term Corporate Bond ETF $3,255,123 0.37% 41,727 상승 ×1
XLC XLC $3,037,997 0.35% 31,381 상승 ×1
ORCL Oracle Corporation Common Stock $3,008,352 0.35% 18,053 상승 ×1
SPYM $2,991,651 0.34% 43,395 상승 ×1
PG Procter & Gamble Company (The) Common Stock $2,982,597 0.34% 17,791 상승 ×1
DES $2,868,053 0.33% 83,495 상승 ×1
SCHW Charles Schwab Corporation (The) Common Stock $2,653,407 0.30% 35,852 상승 ×1
HD Home Depot, Inc. (The) Common Stock $2,571,224 0.29% 6,610 상승 ×1
MCD McDonald's Corporation Common Stock $2,487,546 0.29% 8,581 상승 ×1
VUG $2,482,776 0.28% 6,049 상승 ×1
AES The AES Corporation Common Stock $2,460,152 0.28% 191,154 상승 ×1
PLD Prologis, Inc. Common Stock $2,444,101 0.28% 23,123 상승 ×1
NKE Nike, Inc. Common Stock $2,414,200 0.28% 31,904 상승 ×1
ABT Abbott Laboratories Common Stock $2,310,515 0.27% 20,427 상승 ×1
GRMN Garmin Ltd. Common Stock (Switzerland) $2,302,662 0.26% 11,164 상승 ×1
GLW Corning Incorporated Common Stock $2,210,572 0.25% 46,519 상승 ×1
NFLX Netflix, Inc. - Common Stock $2,194,430 0.25% 2,462 상승 ×1
PH Parker-Hannifin Corporation Common Stock $2,084,906 0.24% 3,278 상승 ×1
LHX L3Harris Technologies, Inc. Common Stock $2,078,828 0.24% 9,886 상승 ×1
KO Coca-Cola Company (The) Common Stock $2,047,355 0.23% 32,884 상승 ×1
HAL Halliburton Company Common Stock $1,995,229 0.23% 73,381 상승 ×1
JNJ Johnson & Johnson Common Stock $1,789,477 0.21% 12,374 상승 ×1
ICLR ICON plc - Ordinary Shares $1,759,886 0.20% 8,392 상승 ×1
WM Waste Management, Inc. Common Stock $1,695,462 0.19% 8,402 상승 ×1
QSR Restaurant Brands International Inc. Common Shares $1,572,793 0.18% 24,130 상승 ×1
CMCSA Comcast Corporation - Class A Common Stock $1,463,370 0.17% 38,992 상승 ×1
MRK Merck & Company, Inc. Common Stock (new) $1,460,102 0.17% 14,677 상승 ×1
MET MetLife, Inc. Common Stock $1,444,527 0.17% 17,642 상승 ×1
TRGP Targa Resources, Inc. Common Stock $1,407,651 0.16% 7,886 상승 ×1
XOM Exxon Mobil Corporation Common Stock $1,387,653 0.16% 12,900 상승 ×1
UNP Union Pacific Corporation Common Stock $1,339,735 0.15% 5,875 상승 ×1
MDT Medtronic plc. Ordinary Shares $1,334,075 0.15% 16,701 상승 ×1
INTU Intuit Inc. - Common Stock $1,328,230 0.15% 2,113 상승 ×1
SCHD $943,482 0.11% 34,534 상승 ×1
TTE TotalEnergies SE Ordinary Shares $943,450 0.11% 17,311 상승 ×1
NEE NextEra Energy, Inc. Common Stock $800,491 0.09% 11,166 상승 ×1
LOW Lowe's Companies, Inc. Common Stock $797,904 0.09% 3,233 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $772,615 0.09% 4,081 상승 ×1
FCF First Commonwealth Financial Corporation Common Stock $760,639 0.09% 44,955 상승 ×1
AEP American Electric Power Company, Inc. - Common Stock $664,886 0.08% 7,209 상승 ×1
CSCO Cisco Systems, Inc. - Common Stock $589,454 0.07% 9,957 상승 ×1
HEI Heico Corporation Common Stock $578,184 0.07% 2,432 상승 ×1
ABBV AbbVie Inc. Common Stock $573,640 0.07% 3,228 상승 ×1
CAT Caterpillar, Inc. Common Stock $569,554 0.07% 1,570 상승 ×1
AMT American Tower Corporation (REIT) Common Stock $513,548 0.06% 2,800 상승 ×1
VWO $501,439 0.06% 11,386 상승 ×1
XLRE XLRE $490,074 0.06% 12,050 상승 ×1
XLB XLB $445,690 0.05% 5,297 상승 ×1
SMID Smith-Midland Corporation - Common Stock $444,600 0.05% 10,000 상승 ×1
BRKB $419,284 0.05% 925 상승 ×1
VIG $413,985 0.05% 2,114 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
SPIB $104,565,658 3,191,870 12.00%
AAPL $43,661,814 174,354 5.01%
SPSB $38,849,529 1,301,056 4.46%
IEI $34,667,096 300,018 3.98%
SCHB $33,956,837 1,495,896 3.90%
VEU $31,933,859 556,242 3.66%
SCHM $29,523,393 1,065,442 3.39%
NVDA $29,510,073 219,749 3.39%
MSFT $26,616,360 63,147 3.05%
AVGO $24,991,834 107,798 2.87%
GOOG $23,589,042 123,866 2.71%
AMZN $23,158,040 105,556 2.66%
TSM $20,630,990 104,466 2.37%
SCHF $15,975,929 863,564 1.83%
BLK $15,559,120 15,178 1.79%