Buckingham Capital Management, Inc.
CIK 1567634 · SEC EDGAR'da Görüntüle ↗
- Portföy Değeri
- $871.6M
- Pozisyonlar
- 131
- Tarih itibarıyla
- 31 Aralık 2024 Q4 2024 itibarıyla veriler
13F değerine göre 9.443 içinde 2.672. · en iyi 28.3%
- En iyi 10 pozisyon ağırlığı
- 45,69%
- En iyi 25 pozisyon ağırlığı
- 71,93%
- %1'in üzerindeki pozisyonlar
- 30
- Etkin pozisyon sayısı
- 29,5
Yalnızca 13F uzun-öz sermaye varlıklarına dayanmaktadır (nakit, tahvil, kısa pozisyonlar açıklanmamıştır)
- Yeni pozisyonlar
- 131
- Artırıldı
- 0
- Azaldı
- 0
- Kapalı
- 0
Bu sayfada
Sektör dağılımı
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%
Diğer/Eşleştirilemeyen
39,5%
Tam portföy 131 pozisyonlar
| Tür | Seri | 8 Çeyrek Trendi | |||||
|---|---|---|---|---|---|---|---|
| SPIB | $104.565.658 | 12,00% | 3.191.870 | Yukarı ×1 | |||
| AAPL Apple Inc. - Common Stock | $43.661.814 | 5,01% | 174.354 | Yukarı ×1 | |||
| SPSB | $38.849.529 | 4,46% | 1.301.056 | Yukarı ×1 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $34.667.096 | 3,98% | 300.018 | Yukarı ×1 | |||
| SCHB | $33.956.837 | 3,90% | 1.495.896 | Yukarı ×1 | |||
| VEU | $31.933.859 | 3,66% | 556.242 | Yukarı ×1 | |||
| SCHM | $29.523.393 | 3,39% | 1.065.442 | Yukarı ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $29.510.073 | 3,39% | 219.749 | Yukarı ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $26.616.360 | 3,05% | 63.147 | Yukarı ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $24.991.834 | 2,87% | 107.798 | Yukarı ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $23.589.042 | 2,71% | 123.866 | Yukarı ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $23.158.040 | 2,66% | 105.556 | Yukarı ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $20.630.990 | 2,37% | 104.466 | Yukarı ×1 | |||
| SCHF | $15.975.929 | 1,83% | 863.564 | Yukarı ×1 | |||
| BLK BlackRock, Inc. Common Stock | $15.559.120 | 1,79% | 15.178 | Yukarı ×1 | |||
| CRM Salesforce, Inc. Common Stock | $15.368.481 | 1,76% | 45.968 | Yukarı ×1 | |||
| HON Honeywell International Inc. - Common Stock | $14.241.829 | 1,63% | 63.048 | Yukarı ×1 | |||
| V Visa Inc. | $13.591.388 | 1,56% | 43.005 | Yukarı ×1 | |||
| SYK Stryker Corporation Common Stock | $13.243.719 | 1,52% | 36.783 | Yukarı ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $13.165.146 | 1,51% | 59.644 | Yukarı ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $12.940.528 | 1,48% | 197.505 | Yukarı ×1 | |||
| SCHA | $12.676.938 | 1,45% | 490.214 | Yukarı ×1 | |||
| AXP American Express Company Common Stock | $11.997.736 | 1,38% | 40.425 | Yukarı ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $11.390.450 | 1,31% | 22.517 | Yukarı ×1 | |||
| CPAY Corpay, Inc. Common Stock | $11.190.873 | 1,28% | 33.068 | Yukarı ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $11.123.310 | 1,28% | 92.088 | Yukarı ×1 | |||
| EG Everest Group, Ltd. Common Stock | $10.253.631 | 1,18% | 28.289 | Yukarı ×1 | |||
| ACM AECOM Common Stock | $10.051.442 | 1,15% | 94.097 | Yukarı ×1 | |||
| SYY Sysco Corporation Common Stock | $9.014.497 | 1,03% | 117.898 | Yukarı ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $8.892.078 | 1,02% | 25.277 | Yukarı ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $8.585.013 | 0,98% | 52.789 | Yukarı ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $7.635.120 | 0,88% | 50.211 | Yukarı ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $7.391.427 | 0,85% | 66.380 | Yukarı ×1 | |||
| SCHE | $7.006.156 | 0,80% | 263.093 | Yukarı ×1 | |||
| IJH | $6.742.129 | 0,77% | 108.203 | Yukarı ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $5.607.460 | 0,64% | 23.393 | Yukarı ×1 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $5.578.424 | 0,64% | 93.394 | Yukarı ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $5.511.990 | 0,63% | 64.078 | Yukarı ×1 | |||
| VTI | $5.476.437 | 0,63% | 18.897 | Yukarı ×1 | |||
| PSX Phillips 66 Common Stock | $5.204.798 | 0,60% | 45.684 | Yukarı ×1 | |||
| NI NiSource Inc Common Stock | $5.017.483 | 0,58% | 136.493 | Yukarı ×1 | |||
| BURL Burlington Stores, Inc. Common Stock | $4.965.460 | 0,57% | 17.419 | Yukarı ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $4.762.814 | 0,55% | 39.424 | Yukarı ×1 | |||
| LLY Eli Lilly and Company Common Stock | $4.726.958 | 0,54% | 6.123 | Yukarı ×1 | |||
| WELL Welltower Inc. Common Stock | $4.608.035 | 0,53% | 36.563 | Yukarı ×1 | |||
| IJR | $4.261.412 | 0,49% | 36.985 | Yukarı ×1 | |||
| DPZ Domino's Pizza Inc - Common Stock | $4.178.291 | 0,48% | 9.954 | Yukarı ×1 | |||
| NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share | $3.736.368 | 0,43% | 21.999 | Yukarı ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $3.621.317 | 0,42% | 39.686 | Yukarı ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3.255.123 | 0,37% | 41.727 | Yukarı ×1 | |||
| XLC XLC | $3.037.997 | 0,35% | 31.381 | Yukarı ×1 | |||
| ORCL Oracle Corporation Common Stock | $3.008.352 | 0,35% | 18.053 | Yukarı ×1 | |||
| SPYM | $2.991.651 | 0,34% | 43.395 | Yukarı ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $2.982.597 | 0,34% | 17.791 | Yukarı ×1 | |||
| DES | $2.868.053 | 0,33% | 83.495 | Yukarı ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $2.653.407 | 0,30% | 35.852 | Yukarı ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $2.571.224 | 0,29% | 6.610 | Yukarı ×1 | |||
| MCD McDonald's Corporation Common Stock | $2.487.546 | 0,29% | 8.581 | Yukarı ×1 | |||
| VUG | $2.482.776 | 0,28% | 6.049 | Yukarı ×1 | |||
| AES The AES Corporation Common Stock | $2.460.152 | 0,28% | 191.154 | Yukarı ×1 | |||
| PLD Prologis, Inc. Common Stock | $2.444.101 | 0,28% | 23.123 | Yukarı ×1 | |||
| NKE Nike, Inc. Common Stock | $2.414.200 | 0,28% | 31.904 | Yukarı ×1 | |||
| ABT Abbott Laboratories Common Stock | $2.310.515 | 0,27% | 20.427 | Yukarı ×1 | |||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $2.302.662 | 0,26% | 11.164 | Yukarı ×1 | |||
| GLW Corning Incorporated Common Stock | $2.210.572 | 0,25% | 46.519 | Yukarı ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $2.194.430 | 0,25% | 2.462 | Yukarı ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $2.084.906 | 0,24% | 3.278 | Yukarı ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $2.078.828 | 0,24% | 9.886 | Yukarı ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $2.047.355 | 0,23% | 32.884 | Yukarı ×1 | |||
| HAL Halliburton Company Common Stock | $1.995.229 | 0,23% | 73.381 | Yukarı ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1.789.477 | 0,21% | 12.374 | Yukarı ×1 | |||
| ICLR ICON plc - Ordinary Shares | $1.759.886 | 0,20% | 8.392 | Yukarı ×1 | |||
| WM Waste Management, Inc. Common Stock | $1.695.462 | 0,19% | 8.402 | Yukarı ×1 | |||
| QSR Restaurant Brands International Inc. Common Shares | $1.572.793 | 0,18% | 24.130 | Yukarı ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $1.463.370 | 0,17% | 38.992 | Yukarı ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1.460.102 | 0,17% | 14.677 | Yukarı ×1 | |||
| MET MetLife, Inc. Common Stock | $1.444.527 | 0,17% | 17.642 | Yukarı ×1 | |||
| TRGP Targa Resources, Inc. Common Stock | $1.407.651 | 0,16% | 7.886 | Yukarı ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $1.387.653 | 0,16% | 12.900 | Yukarı ×1 | |||
| UNP Union Pacific Corporation Common Stock | $1.339.735 | 0,15% | 5.875 | Yukarı ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $1.334.075 | 0,15% | 16.701 | Yukarı ×1 | |||
| INTU Intuit Inc. - Common Stock | $1.328.230 | 0,15% | 2.113 | Yukarı ×1 | |||
| SCHD | $943.482 | 0,11% | 34.534 | Yukarı ×1 | |||
| TTE TotalEnergies SE Ordinary Shares | $943.450 | 0,11% | 17.311 | Yukarı ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $800.491 | 0,09% | 11.166 | Yukarı ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $797.904 | 0,09% | 3.233 | Yukarı ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $772.615 | 0,09% | 4.081 | Yukarı ×1 | |||
| FCF First Commonwealth Financial Corporation Common Stock | $760.639 | 0,09% | 44.955 | Yukarı ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $664.886 | 0,08% | 7.209 | Yukarı ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $589.454 | 0,07% | 9.957 | Yukarı ×1 | |||
| HEI Heico Corporation Common Stock | $578.184 | 0,07% | 2.432 | Yukarı ×1 | |||
| ABBV AbbVie Inc. Common Stock | $573.640 | 0,07% | 3.228 | Yukarı ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $569.554 | 0,07% | 1.570 | Yukarı ×1 | |||
| AMT American Tower Corporation (REIT) Common Stock | $513.548 | 0,06% | 2.800 | Yukarı ×1 | |||
| VWO | $501.439 | 0,06% | 11.386 | Yukarı ×1 | |||
| XLRE XLRE | $490.074 | 0,06% | 12.050 | Yukarı ×1 | |||
| XLB XLB | $445.690 | 0,05% | 5.297 | Yukarı ×1 | |||
| SMID Smith-Midland Corporation - Common Stock | $444.600 | 0,05% | 10.000 | Yukarı ×1 | |||
| BRKB | $419.284 | 0,05% | 925 | Yukarı ×1 | |||
| VIG | $413.985 | 0,05% | 2.114 | Yukarı ×1 | |||
| Eşleşme bulunamadı | |||||||
En büyük yeni yatırımlar
Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.
| Menkul Kıymet | Değer | Hisse senetleri | % portföyün |
|---|---|---|---|
| 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% |