Buckingham Capital Management, Inc.
CIK 1567634 · SEC EDGAR에서 보기 ↗
- 포트폴리오 가치
- $871.6M
- 포지션
- 131
- 기준일
- 2024년 12월 31일 Q4 2024 기준 데이터
13F 가치 기준 9,443개 중 #2,672위 · 상위 28.3%
- 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 | |||
| 일치하는 항목 없음 | |||||||
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% |