$347 Million is the total value of Buckingham Capital Management, Inc.'s 174 reported holdings in Q1 2015. The portfolio turnover from Q4 2014 to Q1 2015 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TEVA | TEVA PHARMACEUTICAL INDS LTDadr | $354,000 | +8.3% | 5,690 | 0.0% | 0.10% | +5.2% | |
AXP | AMERICAN EXPRESS CO | $296,000 | -15.9% | 3,785 | 0.0% | 0.08% | -19.0% | |
AMT | AMERICAN TOWER CORP NEW | $254,000 | -4.9% | 2,700 | 0.0% | 0.07% | -7.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-05-12
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 42 | Q3 2023 | 4.5% |
VANGUARD INDEX FDS | 42 | Q3 2023 | 5.5% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 4.0% |
SCHWAB STRATEGIC TR | 42 | Q3 2023 | 7.1% |
MICROSOFT CORP | 42 | Q3 2023 | 3.6% |
BLACKROCK INC | 42 | Q3 2023 | 2.1% |
JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.1% |
VISA INC | 42 | Q3 2023 | 2.0% |
DISNEY WALT CO | 42 | Q3 2023 | 2.0% |
TAIWAN SEMICONDUCTOR MFG LTD | 42 | Q3 2023 | 2.7% |
View Buckingham Capital Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-10 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-13 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-24 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-06 |
13F-HR | 2022-02-07 |
View Buckingham Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.