Data as of Q4 2025 (Dec 31, 2025)
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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.

โ€ขCIK: 1567634โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

SCHB
SCHWAB STRATEGIC TR
+169.1%
3.9% of portfolio
SCHM
SCHWAB STRATEGIC TR
+194.6%
3.4% of portfolio
BLK
BLACKROCK INC
NEW
1.8% of portfolio
SCHF
SCHWAB STRATEGIC TR
+97.1%
1.8% of portfolio
SPIB
SPDR SER TR
+8.1%
12.0% of portfolio

๐Ÿ“‰ Biggest Sells

ABT
ABBOTT LABS
-55.0%
0.3% of portfolio
TJX
TJX COS INC NEW
-37.2%
0.5% of portfolio
AVGO
BROADCOM INC
-6.8%
2.9% of portfolio
NKE
NIKE INC
-40.5%
0.3% of portfolio
LLY
ELI LILLY & CO
-25.5%
0.5% of portfolio

Sector Breakdown

Other57.9%
Technology21.8%
Financial5.7%
Consumer4.7%
Communication2.8%
Healthcare2.7%
Industrial1.9%
Consumer Staples1.8%

๐Ÿšช Exited Positionssold since Q3 2024

BLKCHF
BLACKROCK INC
SOLD
$15.0M
HCA
HCA HEALTHCARE INC
SOLD
$768.2K
IR
INGERSOLL RAND INC
SOLD
$533.3K
EMR
EMERSON ELEC CO
SOLD
$521.5K
APTV
APTIV PLC
SOLD
$480.7K
+10 more exited positions

Changes from Q3 2024

NEW5 new positions
โ†‘51 increased
โ†“60 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023