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Buckingham Strategic Partners Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Buckingham Strategic Partners with $8.8B in long positions as of Q3 2025, 80% allocated to ETF, and 40% concentrated in top 10 positions.

Portfolio Value
$8.8B
Top 10 Concentration
40%
Top Sector
ETF (80%)
US Exposure
99%
Market Cap Focus
N/A
Countries
15

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 80.20%ETFTechnology: 6.30%Financial Services: 3.20%Industrials: 1.90%Healthcare: 1.70%Consumer Cyclical: 1.60%Communication Services: 1.50%Consumer Defensive: 0.80%Energy: 0.70%Utilities: 0.40%Real Estate: 0.30%Basic Materials: 0.30%
ETF
80.20%
Technology
6.30%
Financial Services
3.20%
Industrials
1.90%
Healthcare
1.70%
Consumer Cyclical
1.60%
Communication Services
1.50%
Consumer Defensive
0.80%
Energy
0.70%
Utilities
0.40%
Real Estate
0.30%
Basic Materials
0.30%

Industry Breakdown

119 industries across all sectors

ETF: 80.22%ETFSoftware - Infrastructure: 1.98%Semiconductors: 1.55%Consumer Electronics: 1.46%Internet Content & Information: 1.11%Financial - Capital Markets: 0.94%113 more: 11.46%113 more
ETF
ETF
80.22%
Software - Infrastructure
Technology
1.98%
Semiconductors
Technology
1.55%
Consumer Electronics
Technology
1.46%
Internet Content & Information
Communication Services
1.11%
Financial - Capital Markets
Financial Services
0.94%
Aerospace & Defense
Industrials
0.75%
Specialty Retail
Consumer Cyclical
0.66%
Drug Manufacturers - General
Healthcare
0.58%
Software - Application
Technology
0.55%
Banks - Diversified
Financial Services
0.51%
Banks - Regional
Financial Services
0.45%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 9.26%Mega Cap (> $200B)Large Cap ($10B - $200B): 8.05%Mid Cap ($2B - $10B): 1.05%Small Cap ($300M - $2B): 0.11%Micro Cap ($50M - $300M): 0.01%Nano Cap (< $50M): 0.05%N/A (ETF or Unknown): 81.48%N/A (ETF or Unknown)
Mega Cap (> $200B)
9.26%
Large Cap ($10B - $200B)
8.05%
Mid Cap ($2B - $10B)
1.05%
Small Cap ($300M - $2B)
0.11%
Micro Cap ($50M - $300M)
0.01%
Nano Cap (< $50M)
0.05%
N/A (ETF or Unknown)
81.48%

Portfolio Concentration

Top 10 Holdings %
39.65%
Top 20 Holdings %
56.49%
Top 50 Holdings %
72.82%
Top 100 Holdings %
82.39%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.26%
International
0.736%
Countries
15
Largest Int'l Market
Ireland - 0.25%
United States of America
99.26% ($8.8B)
1,063 holdings
Ireland
0.25% ($22.4M)
13 holdings
Canada
0.14% ($12.4M)
21 holdings
United Kingdom
0.08% ($7.5M)
8 holdings
Switzerland
0.08% ($7.3M)
3 holdings
Taiwan
0.07% ($5.9M)
1 holdings
Bermuda
0.05% ($4.0M)
6 holdings
Israel
0.02% ($1.9M)
3 holdings
Australia
0.02% ($1.4M)
1 holdings
Luxembourg
0.01% ($636.0K)
1 holdings
Monaco
0.00% ($440.1K)
1 holdings
Cayman Islands
0.00% ($346.2K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
13.3 quarters
Avg. Top 20
13.6 quarters
Avg. All Positions
5.5 quarters
Median Holding Period
4 quarters
Persistence Rate
51.11%
Persistent Holdings Weight
93.58%
Persistent Positions
575
Longest Held
iShares Core MSCI EAFE ETF logo
iShares Core MSCI EAFE ETFIEFA - 15 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.005%
Avg. Position Weight
0.09%
Largest Position
iShares Core S&P Total U.S. Stock Market ETF logo
iShares Core S&P Total U.S. Stock Market ETFITOT - 8.06%
Largest Ownership Stake
LPL Financial Holdings Inc. logo
LPL Financial Holdings Inc.LPLA - 0.25%
Avg. Ownership Stake
0.02%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2021)

Avg. New Position
0.12%
Avg. Ownership Stake
0.01%
Largest Position
Dimensional U.S. Core Equity 2 ETF logo
Dimensional U.S. Core Equity 2 ETFDFAC - 29.61% (Q4 2021)
Largest Ownership Stake
Monogram Technologies Inc. Common Stock logo
Monogram Technologies Inc. Common StockMGRM - 0.69% (Q3 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
11.8%
Value Traded
$1.04B
Positions Added
163
Positions Exited
178

Historical (Since Q4 2021)

Avg. Turnover Ratio
16.8%
Avg. Positions Added
97
Avg. Positions Exited
59
Highest Turnover
50.0%
Q4 2021
Lowest Turnover
6.2%
Q2 2025

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