John Buckingham is CEO and Chief Investment Officer of Al Frank Asset Management; he is also the editor of the Prudent Speculator and author of The Buckingham Report. This is the Q1 portfolio update of his funds. John Buckingham emphasizes careful stock selection, broad diversification and a long investing horizon.
According to the most recent filings of his investment company, Al Frank Asset Management, Inc., John Buckingham owns 338 stocks with a total value of $446 million. These are the details of the buys and sells.
This is the sector weightings of his portfolio:
These are the top 5 holdings of John Buckingham
According to the most recent filings of his investment company, Al Frank Asset Management, Inc., John Buckingham owns 338 stocks with a total value of $446 million. These are the details of the buys and sells.
- New Purchases: ADP, ALV, AXP, CVS, DDM, HRBN, LAD, LPHI, MCHP, NYX, STT, SWK, SYY, TOT,
- Added Positions: ABT, ACET, ACN, APA, ATVI, AUY, BAX, BMY, BRCD, BRK-B, CHK, CMCSA, CRN, DO, ERIC, FIS, GENZ, GS, GTI, HCBK, JPM, KO, LTC, LVS, MCD, MMM, NUE, NVS, PBR, PEP, PM, PMTI, SFL, TMO, TRID, WFT, WMB, WTSLA, WWE, XOM,
- Reduced Positions: BA, CRDN, CSPI, ENWV, EXAR, HOG, JCS, KAMN, KEYN, PRLS,
- Sold Out: ACTI, ADBE, ADG, ALK, ANAD, ANF, APC, AZN, BNHN, BRK-A, BSX, CKR, COP, CPX, CYBE, ELOS, GE, GSK, HOT, HUM, ISSI, LLY, LOOK, MEE, MGM, MJN, MRK, NOVL, NTE, OIS, OPLK, OSG, PFE, QCOM, RAI, ROAC, SGI, SHOO, SNY, STLD, SUPG, TBI, TK, TKR, TPX, TRT, VPHM, WLP, ZQK,
This is the sector weightings of his portfolio:
| Industrials | 19.9% |
| Technology | 16.6% |
| Consumer Services | 12.3% |
| Financials | 11.6% |
| Consumer Goods | 11.5% |
| Oil & Gas | 10.4% |
| Health Care | 8.9% |
| Basic Materials | 6.6% |
| Telecommunications | 1.1% |
| Utilities | 0.8% |
These are the top 5 holdings of John Buckingham
- The Walt Disney Company Disney (DIS) - 159,208 shares, 1.25% of the total portfolio. Shares added by 7.93%
- Abbott Laboratories (ABT) - 78,989 shares, 0.93% of the total portfolio. Shares added by 42.67%
- Microsoft Corp. (MSFT) - 141,688 shares, 0.93% of the total portfolio. Shares added by 1.41%
- McKesson Corp. (MCK) - 62,661 shares, 0.92% of the total portfolio. Shares added by 3.83%
- JPMorgan Chase & Co. (JPM) - 84,805 shares, 0.85% of the total portfolio. Shares added by 19.52%
