$568 Million is the total value of Buckingham Capital Management, Inc.'s 121 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP NEW | $606,000 | -7.2% | 2,700 | 0.0% | 0.11% | -17.7% | |
| LOW | LOWES COS INC | $610,000 | -3.2% | 3,800 | 0.0% | 0.11% | -14.4% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $427,000 | 0.0% | 8,570 | 0.0% | 0.08% | -11.8% | |
| HEI | HEICO CORP NEW | $315,000 | +26.5% | 2,382 | 0.0% | 0.06% | +12.2% | |
| PKI | PERKINELMER INC | $255,000 | +14.3% | 1,774 | 0.0% | 0.04% | +2.3% | |
| MMM | 3M CO | $224,000 | +9.3% | 1,281 | 0.0% | 0.04% | -4.9% | |
| LMT | LOCKHEED MARTIN CORP | $211,000 | -7.0% | 593 | 0.0% | 0.04% | -17.8% | |
| MMT | MFS MULTIMARKET INCOME TRsh ben int | $82,000 | +9.3% | 13,420 | 0.0% | 0.01% | -6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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.