Filed: 1/31/2025ACC: 0001062993-25-001377
📋 What this filing means
BUCKINGHAM CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 131 equity positions with a total reported market value of $871.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
131
Positions
$871.63M
Total AUM (reported)
13.42M
Total Shares
Allocation by class
COM$408.42M46.9%
PORTFOLIO INTRMD$104.57M12.0%
PORTFOLIO SHORT$38.85M4.5%
3 7 YR TREAS BD$34.67M4.0%
US BRD MKT ETF$33.96M3.9%
ALLWRLD EX US$31.93M3.7%
US MID-CAP ETF$29.52M3.4%
Portfolio Concentration
Top 3$187.08M21.5%
4–10$211.20M24.2%
11–25$228.72M26.2%
Rest$244.63M28.1%
Top 3 weight
21.5%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 13.42M
Sole
Full voting authority
892.84K
shares
% of voting shares6.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.53M
shares
% of voting shares93.3%
Investment Discretion (by position count)
Sole131
Shared0
Other0
Dominant voting typeNone · 93.3% of voting shares
Institutional Holdings131
Rows:
SPDR SER TR
SOLEShares3.19M
TypeSH
Market value$104.57M
12.00%
Sole
221.65K
Shared
0.00
None
2.97M
APPLE INC
SOLEShares174.35K
TypeSH
Market value$43.66M
5.01%
Sole
11.34K
Shared
0.00
None
163.02K
SPDR SER TR
SOLEShares1.30M
TypeSH
Market value$38.85M
4.46%
Sole
90.15K
Shared
0.00
None
1.21M
ISHARES TR
SOLEShares300.02K
TypeSH
Market value$34.67M
3.98%
Sole
18.87K
Shared
0.00
None
281.15K
SCHWAB STRATEGIC TR
SOLEShares1.50M
TypeSH
Market value$33.96M
3.90%
Sole
54.99K
Shared
0.00
None
1.44M
VANGUARD INTL EQUITY INDEX F
SOLEShares556.24K
TypeSH
Market value$31.93M
3.66%
Sole
38.22K
Shared
0.00
None
518.02K
SCHWAB STRATEGIC TR
SOLEShares1.07M
TypeSH
Market value$29.52M
3.39%
Sole
87.04K
Shared
0.00
None
978.40K
NVIDIA CORPORATION
SOLEShares219.75K
TypeSH
Market value$29.51M
3.39%
Sole
12.25K
Shared
0.00
None
207.50K
MICROSOFT CORP
SOLEShares63.15K
TypeSH
Market value$26.62M
3.05%
Sole
5.34K
Shared
0.00
None
57.81K
BROADCOM INC
SOLEShares107.80K
TypeSH
Market value$24.99M
2.87%
Sole
7.28K
Shared
0.00
None
100.52K
ALPHABET INC
SOLEShares123.87K
TypeSH
Market value$23.59M
2.71%
Sole
9.65K
Shared
0.00
None
114.22K
AMAZON COM INC
SOLEShares105.56K
TypeSH
Market value$23.16M
2.66%
Sole
7.51K
Shared
0.00
None
98.05K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares104.47K
TypeSH
Market value$20.63M
2.37%
Sole
7.70K
Shared
0.00
None
96.77K
SCHWAB STRATEGIC TR
SOLEShares863.56K
TypeSH
Market value$15.98M
1.83%
Sole
47.44K
Shared
0.00
None
816.12K
BLACKROCK INC
SOLEShares15.18K
TypeSH
Market value$15.56M
1.79%
Sole
1.28K
Shared
0.00
None
13.90K
SALESFORCE INC
SOLEShares45.97K
TypeSH
Market value$15.37M
1.76%
Sole
3.39K
Shared
0.00
None
42.58K
HONEYWELL INTL INC
SOLEShares63.05K
TypeSH
Market value$14.24M
1.63%
Sole
4.95K
Shared
0.00
None
58.10K
VISA INC
SOLEShares43.01K
TypeSH
Market value$13.59M
1.56%
Sole
2.50K
Shared
0.00
None
40.51K
STRYKER CORPORATION
SOLEShares36.78K
TypeSH
Market value$13.24M
1.52%
Sole
2.68K
Shared
0.00
None
34.10K
T-MOBILE US INC
SOLEShares59.64K
TypeSH
Market value$13.17M
1.51%
Sole
4.69K
Shared
0.00
None
54.96K
ASTRAZENECA PLC
SOLEShares197.50K
TypeSH
Market value$12.94M
1.48%
Sole
13.19K
Shared
0.00
None
184.32K
SCHWAB STRATEGIC TR
SOLEShares490.21K
TypeSH
Market value$12.68M
1.45%
Sole
45.69K
Shared
0.00
None
444.53K
AMERICAN EXPRESS CO
SOLEShares40.42K
TypeSH
Market value$12.00M
1.38%
Sole
2.33K
Shared
0.00
None
38.10K
UNITEDHEALTH GROUP INC
SOLEShares22.52K
TypeSH
Market value$11.39M
1.31%
Sole
1.70K
Shared
0.00
None
20.82K
CORPAY INC
SOLEShares33.07K
TypeSH
Market value$11.19M
1.28%
Sole
2.48K
Shared
0.00
None
30.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SER TRSOLE | PORTFOLIO INTRMD | 3.19M | SH | $104.57M 12.00% | 221.65K | 0.00 | 2.97M |
APPLE INCSOLE | COM | 174.35K | SH | $43.66M 5.01% | 11.34K | 0.00 | 163.02K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 1.30M | SH | $38.85M 4.46% | 90.15K | 0.00 | 1.21M |
ISHARES TRSOLE | 3 7 YR TREAS BD | 300.02K | SH | $34.67M 3.98% | 18.87K | 0.00 | 281.15K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 1.50M | SH | $33.96M 3.90% | 54.99K | 0.00 | 1.44M |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 556.24K | SH | $31.93M 3.66% | 38.22K | 0.00 | 518.02K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 1.07M | SH | $29.52M 3.39% | 87.04K | 0.00 | 978.40K |
NVIDIA CORPORATIONSOLE | COM | 219.75K | SH | $29.51M 3.39% | 12.25K | 0.00 | 207.50K |
MICROSOFT CORPSOLE | COM | 63.15K | SH | $26.62M 3.05% | 5.34K | 0.00 | 57.81K |
BROADCOM INCSOLE | COM | 107.80K | SH | $24.99M 2.87% | 7.28K | 0.00 | 100.52K |
ALPHABET INCSOLE | CAP STK CL C | 123.87K | SH | $23.59M 2.71% | 9.65K | 0.00 | 114.22K |
AMAZON COM INCSOLE | COM | 105.56K | SH | $23.16M 2.66% | 7.51K | 0.00 | 98.05K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 104.47K | SH | $20.63M 2.37% | 7.70K | 0.00 | 96.77K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 863.56K | SH | $15.98M 1.83% | 47.44K | 0.00 | 816.12K |
BLACKROCK INCSOLE | COM | 15.18K | SH | $15.56M 1.79% | 1.28K | 0.00 | 13.90K |
SALESFORCE INCSOLE | COM | 45.97K | SH | $15.37M 1.76% | 3.39K | 0.00 | 42.58K |
HONEYWELL INTL INCSOLE | COM | 63.05K | SH | $14.24M 1.63% | 4.95K | 0.00 | 58.10K |
VISA INCSOLE | COM CL A | 43.01K | SH | $13.59M 1.56% | 2.50K | 0.00 | 40.51K |
STRYKER CORPORATIONSOLE | COM | 36.78K | SH | $13.24M 1.52% | 2.68K | 0.00 | 34.10K |
T-MOBILE US INCSOLE | COM | 59.64K | SH | $13.17M 1.51% | 4.69K | 0.00 | 54.96K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 197.50K | SH | $12.94M 1.48% | 13.19K | 0.00 | 184.32K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 490.21K | SH | $12.68M 1.45% | 45.69K | 0.00 | 444.53K |
AMERICAN EXPRESS COSOLE | COM | 40.42K | SH | $12.00M 1.38% | 2.33K | 0.00 | 38.10K |
UNITEDHEALTH GROUP INCSOLE | COM | 22.52K | SH | $11.39M 1.31% | 1.70K | 0.00 | 20.82K |
CORPAY INCSOLE | COM SHS | 33.07K | SH | $11.19M 1.28% | 2.48K | 0.00 | 30.58K |
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