$656 Million is the total value of Buckingham Capital Management, Inc.'s 113 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $2,132,645 | -2.7% | 7,058 | 0.0% | 0.32% | -0.6% | |
| AMT | AMERICAN TOWER CORP NEW | $444,015 | -15.2% | 2,700 | 0.0% | 0.07% | -12.8% | |
| HEI | HEICO CORP NEW | $385,717 | -8.5% | 2,382 | 0.0% | 0.06% | -6.3% | |
| MCK | MCKESSON CORP | $293,089 | +1.8% | 674 | 0.0% | 0.04% | +4.7% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $268,575 | +8.1% | 1,500 | 0.0% | 0.04% | +10.8% | |
| AMGN | AMGEN INC | $255,322 | +21.1% | 950 | 0.0% | 0.04% | +25.8% | |
| PEBO | PEOPLES BANCORP INC | $248,546 | -4.4% | 9,793 | 0.0% | 0.04% | -2.6% | |
| GENERAL ELECTRIC CO | $247,411 | +0.6% | 2,238 | 0.0% | 0.04% | +2.7% | ||
| LMT | LOCKHEED MARTIN CORP | $242,513 | -11.2% | 593 | 0.0% | 0.04% | -9.8% | |
| DUK | DUKE ENERGY CORP NEW | $225,946 | -1.6% | 2,560 | 0.0% | 0.03% | 0.0% | |
| DNP | DNP SELECT INCOME FD INC | $106,386 | -9.2% | 11,175 | 0.0% | 0.02% | -5.9% | |
| MMT | MFS MULTIMARKET INCOME TRsh ben int | $57,169 | -5.5% | 13,420 | 0.0% | 0.01% | 0.0% | |
| AQB | AQUABOUNTY TECHNOLOGIES INC | $2,390 | -32.7% | 10,000 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-13
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.