$816 Million is the total value of Buckingham Capital Management, Inc.'s 130 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NICE | New | NICE LTDsponsored adr | $1,446,441 | – | 5,550 | +100.0% | 0.18% | – |
| WELL | New | WELLTOWER INC | $891,418 | – | 9,540 | +100.0% | 0.11% | – |
| ANTM | New | ELEVANCE HEALTH INC | $791,292 | – | 1,526 | +100.0% | 0.10% | – |
| TRGP | New | TARGA RES CORP | $688,739 | – | 6,150 | +100.0% | 0.08% | – |
| IR | New | INGERSOLL RAND INC | $661,042 | – | 6,962 | +100.0% | 0.08% | – |
| EMR | New | EMERSON ELEC CO | $546,455 | – | 4,818 | +100.0% | 0.07% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $461,731 | – | 1,098 | +100.0% | 0.06% | – |
| SJM | New | SMUCKER J M CO | $435,510 | – | 3,460 | +100.0% | 0.05% | – |
| FCF | New | FIRST COMWLTH FINL CORP PA | $407,480 | – | 29,273 | +100.0% | 0.05% | – |
| PFE | New | PFIZER INC | $382,671 | – | 13,790 | +100.0% | 0.05% | – |
| CI | New | THE CIGNA GROUP | $227,357 | – | 626 | +100.0% | 0.03% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $215,956 | – | 1,314 | +100.0% | 0.03% | – |
| ETN | New | EATON CORP PLC | $210,121 | – | 672 | +100.0% | 0.03% | – |
| FB | New | META PLATFORMS INCcl a | $200,061 | – | 412 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 4.6% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 4.1% |
| VANGUARD INDEX FDS | 45 | Q2 2024 | 5.5% |
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 7.1% |
| MICROSOFT CORP | 45 | Q2 2024 | 3.6% |
| BLACKROCK INC | 45 | Q2 2024 | 2.1% |
| VISA INC | 45 | Q2 2024 | 2.0% |
| JPMORGAN CHASE & CO. | 45 | Q2 2024 | 2.1% |
| DISNEY WALT CO | 45 | Q2 2024 | 2.0% |
| TAIWAN SEMICONDUCTOR MFG LTD | 45 | Q2 2024 | 2.7% |
View Buckingham Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-15 |
| 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 |
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.