Buckingham Capital Management, Inc.

DAYTON, OH · CIK 1567634 · 13F filing filed 2025-01-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDayton, OH

$871.6m reported value -0.3% vs Q3 2024

131positions

45.7%in top 10

5 new 46 added 65 reduced 15 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	3,191,870	$104.6m12.00%	12.00%	Added +238.0k	+238,037 8.1%
2	APPLE INC COM AAPL	AAPL	174,354	$43.7m5.01%	5.01%	Reduced -3.5k	-3,542 -2.0%
3	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	1,301,056	$38.8m4.46%	4.46%	Added +28.1k	+28,067 2.2%
4	ISHARES TR 3 7 YR TREAS BD IEI	IEI	300,018	$34.7m3.98%	3.98%	Reduced -2.8k	-2,824 -0.9%
5	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	1,495,896	$34.0m3.90%	3.90%	Reduced -171.7k	-171,657 -10.3%
6	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	556,242	$31.9m3.66%	3.66%	Added +4.2k	+4,169 0.8%
7	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	1,065,442	$29.5m3.39%	3.39%	Reduced -19.7k	-19,685 -1.8%
8	NVIDIA CORPORATION COM NVDA	NVDA	219,749	$29.5m3.39%	3.39%	Added +4.0k	+3,959 1.8%
9	MICROSOFT CORP COM MSFT	MSFT	63,147	$26.6m3.05%	3.05%	Added +609	+609 1.0%
10	BROADCOM INC COM AVGO	AVGO	107,798	$25.0m2.87%	2.87%	Reduced -7.9k	-7,873 -6.8%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	123,866	$23.6m2.71%	2.71%	Reduced -1.2k	-1,212 -1.0%
12	AMAZON COM INC COM AMZN	AMZN	105,556	$23.2m2.66%	2.66%	Reduced -460	-460 -0.4%
13	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	104,466	$20.6m2.37%	2.37%	Reduced -4.7k	-4,706 -4.3%
14	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	863,564	$16.0m1.83%	1.83%	Reduced -12.6k	-12,630 -1.4%
15	BLACKROCK INC COM BLK	BLK	15,178	$15.6m1.79%	1.79%	New
16	SALESFORCE INC COM CRM	CRM	45,968	$15.4m1.76%	1.76%	Reduced -1.3k	-1,294 -2.7%
17	HONEYWELL INTL INC COM COM		63,048	$14.2m1.63%	1.63%	Reduced -948	-948 -1.5%
18	VISA INC COM CL A V	V	43,005	$13.6m1.56%	1.56%	Reduced -249	-249 -0.6%
19	STRYKER CORPORATION COM SYK	SYK	36,783	$13.2m1.52%	1.52%	Reduced -671	-671 -1.8%
20	T-MOBILE US INC COM TMUS	TMUS	59,644	$13.2m1.51%	1.51%	Reduced -4.4k	-4,374 -6.8%
21	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		197,505	$12.9m1.48%	1.48%	Added +2.5k	+2,501 1.3%
22	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	490,214	$12.7m1.45%	1.45%	Reduced -18.1k	-18,130 -3.6%
23	AMERICAN EXPRESS CO COM AXP	AXP	40,425	$12.0m1.38%	1.38%	Reduced -1.7k	-1,687 -4.0%
24	UNITEDHEALTH GROUP INC COM UNH	UNH	22,517	$11.4m1.31%	1.31%	Reduced -1.3k	-1,260 -5.3%
25	CORPAY INC COM SHS CPAY	CPAY	33,068	$11.2m1.28%	1.28%	Reduced -316	-316 -0.9%
26	ADVANCED MICRO DEVICES INC COM AMD	AMD	92,088	$11.1m1.28%	1.28%	Added +1.3k	+1,254 1.4%
27	EVEREST GROUP LTD COM EG	EG	28,289	$10.3m1.18%	1.18%	Added +116	+116 0.4%
28	AECOM COM ACM	ACM	94,097	$10.1m1.15%	1.15%	Added +171	+171 0.2%
29	SYSCO CORP COM SYY	SYY	117,898	$9.0m1.03%	1.03%	Added +1.5k	+1,513 1.3%
30	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	25,277	$8.9m1.02%	1.02%	Added +2.2k	+2,151 9.3%
31	APPLIED MATLS INC COM AMAT	AMAT	52,789	$8.6m0.98%	0.98%	Added +710	+710 1.4%
32	PEPSICO INC COM PEP	PEP	50,211	$7.6m0.88%	0.88%	Added +1.8k	+1,832 3.8%
33	DISNEY WALT CO COM DIS	DIS	66,380	$7.4m0.85%	0.85%	Reduced -1.3k	-1,309 -1.9%
34	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	263,093	$7.0m0.80%	0.80%	Added +4.3k	+4,267 1.6%
35	ISHARES TR CORE S&P MCP ETF IJH	IJH	108,203	$6.7m0.77%	0.77%	Reduced -5.3k	-5,321 -4.7%
36	JPMORGAN CHASE & CO COM JPM	JPM	23,393	$5.6m0.64%	0.64%	Reduced -1.2k	-1,182 -4.8%
37	MONDELEZ INTL INC CL A MDLZ	MDLZ	93,394	$5.6m0.64%	0.64%	Added +19.0k	+18,961 25.5%
38	NOVO-NORDISK A S ADR NVO	NVO	64,078	$5.5m0.63%	0.63%	Added +31.5k	+31,543 97.0%
39	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	18,897	$5.5m0.63%	0.63%	Reduced -377	-377 -2.0%
40	PHILLIPS 66 COM PSX	PSX	45,684	$5.2m0.60%	0.60%	Reduced -926	-926 -2.0%
41	NISOURCE INC COM NI	NI	136,493	$5.0m0.58%	0.58%	Added +51.0k	+50,990 59.6%
42	BURLINGTON STORES INC COM BURL	BURL	17,419	$5.0m0.57%	0.57%	Added +10.7k	+10,693 159.0%
43	TJX COS INC NEW COM TJX	TJX	39,424	$4.8m0.55%	0.55%	Reduced -23.4k	-23,374 -37.2%
44	ELI LILLY & CO COM LLY	LLY	6,123	$4.7m0.54%	0.54%	Reduced -2.1k	-2,093 -25.5%
45	WELLTOWER INC COM WELL	WELL	36,563	$4.6m0.53%	0.53%	Added +609	+609 1.7%
46	ISHARES TR CORE S&P SCP ETF IJR	IJR	36,985	$4.3m0.49%	0.49%	Reduced -1.5k	-1,549 -4.0%
47	DOMINOS PIZZA INC COM DPZ	DPZ	9,954	$4.2m0.48%	0.48%	Added +3.5k	+3,498 54.2%
48	NICE LTD SPONSORED ADR NICE	NICE	21,999	$3.7m0.43%	0.43%	Added +2.8k	+2,785 14.5%
49	STARBUCKS CORP COM SBUX	SBUX	39,686	$3.6m0.42%	0.42%	Reduced -3.4k	-3,435 -8.0%
50	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	41,727	$3.3m0.37%	0.37%	Reduced -271	-271 -0.7%
51	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	31,381	$3.0m0.35%	0.35%	Added +734	+734 2.4%
52	ORACLE CORP COM ORCL	ORCL	18,053	$3.0m0.35%	0.35%	Added +2.9k	+2,880 19.0%
53	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	43,395	$3.0m0.34%	0.34%	Reduced -4.6k	-4,632 -9.6%
54	PROCTER AND GAMBLE CO COM PG	PG	17,791	$3.0m0.34%	0.34%	Added +83	+83 0.5%
55	WISDOMTREE TR US SMALLCAP DIVD DES	DES	83,495	$2.9m0.33%	0.33%	Reduced -3.5k	-3,543 -4.1%
56	SCHWAB CHARLES CORP COM SCHW	SCHW	35,852	$2.7m0.30%	0.30%	Added +847	+847 2.4%
57	HOME DEPOT INC COM HD	HD	6,610	$2.6m0.29%	0.29%	Reduced -76	-76 -1.1%
58	MCDONALDS CORP COM MCD	MCD	8,581	$2.5m0.29%	0.29%	Added +235	+235 2.8%
59	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	6,049	$2.5m0.28%	0.28%	New
60	AES CORP COM AES	AES	191,154	$2.5m0.28%	0.28%	Reduced -39.3k	-39,275 -17.0%
61	PROLOGIS INC. COM PLD	PLD	23,123	$2.4m0.28%	0.28%	Added +208	+208 0.9%
62	NIKE INC CL B NKE	NKE	31,904	$2.4m0.28%	0.28%	Reduced -21.7k	-21,676 -40.5%
63	ABBOTT LABS COM ABT	ABT	20,427	$2.3m0.27%	0.27%	Reduced -25.0k	-24,982 -55.0%
64	GARMIN LTD SHS GRMN	GRMN	11,164	$2.3m0.26%	0.26%	Reduced -551	-551 -4.7%
65	CORNING INC COM GLW	GLW	46,519	$2.2m0.25%	0.25%	Reduced -6.5k	-6,494 -12.2%
66	NETFLIX INC COM NFLX	NFLX	2,462	$2.2m0.25%	0.25%	Added +83	+83 3.5%
67	PARKER-HANNIFIN CORP COM PH	PH	3,278	$2.1m0.24%	0.24%	Reduced -193	-193 -5.6%
68	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	9,886	$2.1m0.24%	0.24%	Reduced -155	-155 -1.5%
69	COCA COLA CO COM KO	KO	32,884	$2.0m0.23%	0.23%	Added +902	+902 2.8%
70	HALLIBURTON CO COM HAL	HAL	73,381	$2.0m0.23%	0.23%	Added +21.1k	+21,059 40.2%
71	JOHNSON & JOHNSON COM JNJ	JNJ	12,374	$1.8m0.21%	0.21%	Added +303	+303 2.5%
72	ICON PLC SHS ICLR	ICLR	8,392	$1.8m0.20%	0.20%	Reduced -431	-431 -4.9%
73	WASTE MGMT INC DEL COM WM	WM	8,402	$1.7m0.19%	0.19%	Reduced -379	-379 -4.3%
74	RESTAURANT BRANDS INTL INC COM QSR	QSR	24,130	$1.6m0.18%	0.18%	Added +1.9k	+1,896 8.5%
75	COMCAST CORP NEW CL A CMCSA	CMCSA	38,992	$1.5m0.17%	0.17%	Added +1.3k	+1,330 3.5%
76	MERCK & CO INC COM MRK	MRK	14,677	$1.5m0.17%	0.17%	Reduced -50	-50 -0.3%
77	METLIFE INC COM MET	MET	17,642	$1.4m0.17%	0.17%	Reduced -906	-906 -4.9%
78	TARGA RES CORP COM TRGP	TRGP	7,886	$1.4m0.16%	0.16%	Reduced -879	-879 -10.0%
79	EXXON MOBIL CORP COM XOM	XOM	12,900	$1.4m0.16%	0.16%	Reduced -4.3k	-4,307 -25.0%
80	UNION PAC CORP COM UNP	UNP	5,875	$1.3m0.15%	0.15%	Reduced -1.5k	-1,508 -20.4%
81	MEDTRONIC PLC SHS MDT	MDT	16,701	$1.3m0.15%	0.15%	Added +203	+203 1.2%
82	INTUIT COM INTU	INTU	2,113	$1.3m0.15%	0.15%	Reduced -16	-16 -0.8%
83	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	34,534	$943.5k0.11%	0.11%	Reduced -11.8k	-11,804 -25.5%
84	TOTALENERGIES SE SPONSORED ADS SPONSORED ADS		17,311	$943.5k0.11%	0.11%	Reduced -2.4k	-2,357 -12.0%
85	NEXTERA ENERGY INC COM NEE	NEE	11,166	$800.5k0.09%	0.09%	Reduced -60	-60 -0.5%
86	LOWES COS INC COM LOW	LOW	3,233	$797.9k0.09%	0.09%	Unchanged
87	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,081	$772.6k0.09%	0.09%	Added +1.3k	+1,323 48.0%
88	FIRST COMWLTH FINL CORP PA COM FCF	FCF	44,955	$760.6k0.09%	0.09%	Reduced -400	-400 -0.9%
89	AMERICAN ELEC PWR CO INC COM AEP	AEP	7,209	$664.9k0.08%	0.08%	Reduced -321	-321 -4.3%
90	CISCO SYS INC COM CSCO	CSCO	9,957	$589.5k0.07%	0.07%	Reduced -379	-379 -3.7%
91	HEICO CORP NEW COM HEI	HEI	2,432	$578.2k0.07%	0.07%	Unchanged
92	ABBVIE INC COM ABBV	ABBV	3,228	$573.6k0.07%	0.07%	Added +2	+2 0.1%
93	CATERPILLAR INC COM CAT	CAT	1,570	$569.6k0.07%	0.07%	Added +2	+2 0.1%
94	AMERICAN TOWER CORP NEW COM AMT	AMT	2,800	$513.5k0.06%	0.06%	Added +50	+50 1.8%
95	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	11,386	$501.4k0.06%	0.06%	Reduced -247	-247 -2.1%
96	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	12,050	$490.1k0.06%	0.06%	Added +300	+300 2.5%
97	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	5,297	$445.7k0.05%	0.05%	Reduced -125	-125 -2.3%
98	SMITH MIDLAND CORP COM SMID	SMID	10,000	$444.6k0.05%	0.05%	Unchanged
99	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	925	$419.3k0.05%	0.05%	Reduced -400	-400 -30.2%
100	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,114	$414.0k0.05%	0.05%	New

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
BLACKROCK INC BLK	BLK	15,807	$15.0m15.8k shares
HCA HEALTHCARE INC HCA	HCA	1,890	$768.2k1.9k shares
INGERSOLL RAND INC IR	IR	5,433	$533.3k5.4k shares
EMERSON ELEC CO EMR	EMR	4,768	$521.5k4.8k shares
APTIV PLC 99911EUR	99911EUR	6,676	$480.7k6.7k shares
DANAHER CORPORATION DHR	DHR	1,570	$436.5k1.6k shares
SMUCKER J M CO SJM	SJM	3,460	$419.0k3.5k shares
INFOSYS LTD INFY	INFY	13,863	$308.7k13.9k shares
THE CIGNA GROUP CI	CI	708	$245.3k708 shares
AMGEN INC AMGN	AMGN	750	$241.7k750 shares
ADOBE INC ADBE	ADBE	432	$223.7k432 shares
GENERAL DYNAMICS CORP GD	GD	700	$211.5k700 shares
ILLINOIS TOOL WKS INC ITW	ITW	784	$205.5k784 shares
ISHARES TR QUAL	QUAL	1,144	$205.1k1.1k shares
KIMBERLY-CLARK CORP KMB	KMB	1,425	$202.7k1.4k shares