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Showing Q4 2024 data
Buckingham Capital Management, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Buckingham Capital Management, Inc.
โขCIK: 1567634โขFiling: Q4 2024
**Buckingham Capital Management, Inc.** manages $872M across a portfolio of 131 positions, exhibiting a focus on diversified, large-cap equity exposure. Notable allocations include a significant $104.6M stake in SPIB, complemented by substantial holdings in technology leaders such as AAPL ($43.7M), MSFT ($26.6M), and NVDA ($29.5M). The portfolio also maintains material exposure to broad market indices via IEI ($34.7M) and SCHB ($34.0M), alongside international diversification through VEU ($31.9M). This structure suggests a core mandate balancing high-conviction single names with systematic market exposure.
Total AUM
$871.6M
QoQ Performance
-0.3%
Positions
115
Top 10 Concentration
45.7%
Latest Filing
Q4 2024
Top Holdings Allocation
SPIB
AAPL
SPIB12.0%
AAPL5.0%
SPSB4.5%
IEI4.0%
SCHB3.9%
VEU3.7%
SCHM3.4%
NVDA3.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other57.9%
Technology21.8%
Financial5.7%
Consumer4.7%
Communication2.8%
Healthcare2.7%
Industrial1.9%
Consumer Staples1.8%
๐ช Exited Positionssold since Q3 2024
+10 more exited positions
Changes from Q3 2024
NEW5 new positions
โ51 increased
โ60 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023