Buckingham Capital Management, Inc.
CIK 1567634 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $871.6M
- 持仓
- 131
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 2672（共 9443） · 前 28.3%
- 前十大持仓权重
- 45.69%
- 前二十五大持仓权重
- 71.93%
- 持仓高于 1%
- 30
- 有效持仓数量
- 29.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 131
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
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%
其他/未映射
39.5%
完整投资组合 131 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPIB | $104565658 | 12.00% | 3191870 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $43661814 | 5.01% | 174354 | 上涨 ×1 | |||
| SPSB | $38849529 | 4.46% | 1301056 | 上涨 ×1 | |||
| IEI iShares 3-7 Year Treasury Bond ETF | $34667096 | 3.98% | 300018 | 上涨 ×1 | |||
| SCHB | $33956837 | 3.90% | 1495896 | 上涨 ×1 | |||
| VEU | $31933859 | 3.66% | 556242 | 上涨 ×1 | |||
| SCHM | $29523393 | 3.39% | 1065442 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $29510073 | 3.39% | 219749 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $26616360 | 3.05% | 63147 | 上涨 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $24991834 | 2.87% | 107798 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $23589042 | 2.71% | 123866 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $23158040 | 2.66% | 105556 | 上涨 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $20630990 | 2.37% | 104466 | 上涨 ×1 | |||
| SCHF | $15975929 | 1.83% | 863564 | 上涨 ×1 | |||
| BLK BlackRock, Inc. Common Stock | $15559120 | 1.79% | 15178 | 上涨 ×1 | |||
| CRM Salesforce, Inc. Common Stock | $15368481 | 1.76% | 45968 | 上涨 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $14241829 | 1.63% | 63048 | 上涨 ×1 | |||
| V Visa Inc. | $13591388 | 1.56% | 43005 | 上涨 ×1 | |||
| SYK Stryker Corporation Common Stock | $13243719 | 1.52% | 36783 | 上涨 ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $13165146 | 1.51% | 59644 | 上涨 ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $12940528 | 1.48% | 197505 | 上涨 ×1 | |||
| SCHA | $12676938 | 1.45% | 490214 | 上涨 ×1 | |||
| AXP American Express Company Common Stock | $11997736 | 1.38% | 40425 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $11390450 | 1.31% | 22517 | 上涨 ×1 | |||
| CPAY Corpay, Inc. Common Stock | $11190873 | 1.28% | 33068 | 上涨 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $11123310 | 1.28% | 92088 | 上涨 ×1 | |||
| EG Everest Group, Ltd. Common Stock | $10253631 | 1.18% | 28289 | 上涨 ×1 | |||
| ACM AECOM Common Stock | $10051442 | 1.15% | 94097 | 上涨 ×1 | |||
| SYY Sysco Corporation Common Stock | $9014497 | 1.03% | 117898 | 上涨 ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $8892078 | 1.02% | 25277 | 上涨 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $8585013 | 0.98% | 52789 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $7635120 | 0.88% | 50211 | 上涨 ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $7391427 | 0.85% | 66380 | 上涨 ×1 | |||
| SCHE | $7006156 | 0.80% | 263093 | 上涨 ×1 | |||
| IJH | $6742129 | 0.77% | 108203 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $5607460 | 0.64% | 23393 | 上涨 ×1 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $5578424 | 0.64% | 93394 | 上涨 ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $5511990 | 0.63% | 64078 | 上涨 ×1 | |||
| VTI | $5476437 | 0.63% | 18897 | 上涨 ×1 | |||
| PSX Phillips 66 Common Stock | $5204798 | 0.60% | 45684 | 上涨 ×1 | |||
| NI NiSource Inc Common Stock | $5017483 | 0.58% | 136493 | 上涨 ×1 | |||
| BURL Burlington Stores, Inc. Common Stock | $4965460 | 0.57% | 17419 | 上涨 ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $4762814 | 0.55% | 39424 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $4726958 | 0.54% | 6123 | 上涨 ×1 | |||
| WELL Welltower Inc. Common Stock | $4608035 | 0.53% | 36563 | 上涨 ×1 | |||
| IJR | $4261412 | 0.49% | 36985 | 上涨 ×1 | |||
| DPZ Domino's Pizza Inc - Common Stock | $4178291 | 0.48% | 9954 | 上涨 ×1 | |||
| NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share | $3736368 | 0.43% | 21999 | 上涨 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $3621317 | 0.42% | 39686 | 上涨 ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3255123 | 0.37% | 41727 | 上涨 ×1 | |||
| XLC XLC | $3037997 | 0.35% | 31381 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $3008352 | 0.35% | 18053 | 上涨 ×1 | |||
| SPYM | $2991651 | 0.34% | 43395 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $2982597 | 0.34% | 17791 | 上涨 ×1 | |||
| DES | $2868053 | 0.33% | 83495 | 上涨 ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $2653407 | 0.30% | 35852 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $2571224 | 0.29% | 6610 | 上涨 ×1 | |||
| MCD McDonald's Corporation Common Stock | $2487546 | 0.29% | 8581 | 上涨 ×1 | |||
| VUG | $2482776 | 0.28% | 6049 | 上涨 ×1 | |||
| AES The AES Corporation Common Stock | $2460152 | 0.28% | 191154 | 上涨 ×1 | |||
| PLD Prologis, Inc. Common Stock | $2444101 | 0.28% | 23123 | 上涨 ×1 | |||
| NKE Nike, Inc. Common Stock | $2414200 | 0.28% | 31904 | 上涨 ×1 | |||
| ABT Abbott Laboratories Common Stock | $2310515 | 0.27% | 20427 | 上涨 ×1 | |||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $2302662 | 0.26% | 11164 | 上涨 ×1 | |||
| GLW Corning Incorporated Common Stock | $2210572 | 0.25% | 46519 | 上涨 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $2194430 | 0.25% | 2462 | 上涨 ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $2084906 | 0.24% | 3278 | 上涨 ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $2078828 | 0.24% | 9886 | 上涨 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $2047355 | 0.23% | 32884 | 上涨 ×1 | |||
| HAL Halliburton Company Common Stock | $1995229 | 0.23% | 73381 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1789477 | 0.21% | 12374 | 上涨 ×1 | |||
| ICLR ICON plc - Ordinary Shares | $1759886 | 0.20% | 8392 | 上涨 ×1 | |||
| WM Waste Management, Inc. Common Stock | $1695462 | 0.19% | 8402 | 上涨 ×1 | |||
| QSR Restaurant Brands International Inc. Common Shares | $1572793 | 0.18% | 24130 | 上涨 ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $1463370 | 0.17% | 38992 | 上涨 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1460102 | 0.17% | 14677 | 上涨 ×1 | |||
| MET MetLife, Inc. Common Stock | $1444527 | 0.17% | 17642 | 上涨 ×1 | |||
| TRGP Targa Resources, Inc. Common Stock | $1407651 | 0.16% | 7886 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $1387653 | 0.16% | 12900 | 上涨 ×1 | |||
| UNP Union Pacific Corporation Common Stock | $1339735 | 0.15% | 5875 | 上涨 ×1 | |||
| MDT Medtronic plc. Ordinary Shares | $1334075 | 0.15% | 16701 | 上涨 ×1 | |||
| INTU Intuit Inc. - Common Stock | $1328230 | 0.15% | 2113 | 上涨 ×1 | |||
| SCHD | $943482 | 0.11% | 34534 | 上涨 ×1 | |||
| TTE TotalEnergies SE Ordinary Shares | $943450 | 0.11% | 17311 | 上涨 ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $800491 | 0.09% | 11166 | 上涨 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $797904 | 0.09% | 3233 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $772615 | 0.09% | 4081 | 上涨 ×1 | |||
| FCF First Commonwealth Financial Corporation Common Stock | $760639 | 0.09% | 44955 | 上涨 ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $664886 | 0.08% | 7209 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $589454 | 0.07% | 9957 | 上涨 ×1 | |||
| HEI Heico Corporation Common Stock | $578184 | 0.07% | 2432 | 上涨 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $573640 | 0.07% | 3228 | 上涨 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $569554 | 0.07% | 1570 | 上涨 ×1 | |||
| AMT American Tower Corporation (REIT) Common Stock | $513548 | 0.06% | 2800 | 上涨 ×1 | |||
| VWO | $501439 | 0.06% | 11386 | 上涨 ×1 | |||
| XLRE XLRE | $490074 | 0.06% | 12050 | 上涨 ×1 | |||
| XLB XLB | $445690 | 0.05% | 5297 | 上涨 ×1 | |||
| SMID Smith-Midland Corporation - Common Stock | $444600 | 0.05% | 10000 | 上涨 ×1 | |||
| BRKB | $419284 | 0.05% | 925 | 上涨 ×1 | |||
| VIG | $413985 | 0.05% | 2114 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| SPIB | $104565658 | 3191870 | 12.00% |
| AAPL | $43661814 | 174354 | 5.01% |
| SPSB | $38849529 | 1301056 | 4.46% |
| IEI | $34667096 | 300018 | 3.98% |
| SCHB | $33956837 | 1495896 | 3.90% |
| VEU | $31933859 | 556242 | 3.66% |
| SCHM | $29523393 | 1065442 | 3.39% |
| NVDA | $29510073 | 219749 | 3.39% |
| MSFT | $26616360 | 63147 | 3.05% |
| AVGO | $24991834 | 107798 | 2.87% |
| GOOG | $23589042 | 123866 | 2.71% |
| AMZN | $23158040 | 105556 | 2.66% |
| TSM | $20630990 | 104466 | 2.37% |
| SCHF | $15975929 | 863564 | 1.83% |
| BLK | $15559120 | 15178 | 1.79% |