Buckingham Capital Management, Inc.
CIK 1567634 · Holdings on Sep 30, 2024 · First reported Nov 4, 2024
Top ten holdings
Q3 2024- SPIB11.39%
- AAPL4.74%
- SPSB4.41%
- SCHB4.23%
- IEI4.14%
- VEU3.98%
- SCHM3.44%
- MSFT3.08%
- NVDA3.00%
- GOOG2.39%
Share classes counted separately44.80%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +0.74 pp2.26% → 3.00%Shares +62.79K (+41.04%)
- SPIBWeight increased · +0.42 pp10.97% → 11.39%Shares +136.80K (+4.86%)
- GOOGWeight decreased · -0.42 pp2.81% → 2.39%Shares -3.12K (-2.43%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $99.57M | 11.39% | 2.95M shares | 10.97% → 11.39%+0.42 pp +136.80K (+4.86%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $41.45M | 4.74% | 177.90K shares | 4.60% → 4.74%+0.14 pp -4.51K (-2.47%) | Reduced | ↗▾ |
| 03 | SPSBSS SPDR P ST C CORP ETFPORTFOLIO SHORT View history and evidence | $38.55M | 4.41% | 1.27M shares | 4.44% → 4.41%-0.03 pp +24.87K (+1.99%) | Added | ↗▾ |
| 04 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $36.98M | 4.23% | 555.85K shares | 4.10% → 4.23%+0.13 pp +10.42K (+1.91%) | Added | ↗▾ |
| 05 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $36.22M | 4.14% | 302.84K shares | 4.21% → 4.14%-0.07 pp -1.90K (-0.62%) | Reduced | ↗▾ |
| 06 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $34.78M | 3.98% | 552.07K shares | 4.06% → 3.98%-0.08 pp -25.90K (-4.48%) | Reduced | ↗▾ |
| 07 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $30.05M | 3.44% | 361.71K shares | 3.38% → 3.44%+0.06 pp -849 (-0.23%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $26.91M | 3.08% | 62.54K shares | 3.38% → 3.08%-0.30 pp -743 (-1.17%) | Reduced | ↗▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $26.21M | 3.00% | 215.79K shares | 2.26% → 3.00%+0.74 pp +62.79K (+41.04%) | Added | ↗▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $20.91M | 2.39% | 125.08K shares | 2.81% → 2.39%-0.42 pp -3.12K (-2.43%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DG DOLLAR GENERAL CORP | Non-derivative | -49,360 | -$6.53M | SEC filing ↗ | SEC filing ↗ |
| GSY INVESCO ULTRA SHORT DURATION | Non-derivative | -4,290 | -$214.07K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1567634 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 874301275
}Research all 141 reported holdings.
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