0001062993-24-008279.txt : 20240410
0001062993-24-008279.hdr.sgml : 20240410
20240410164727
ACCESSION NUMBER: 0001062993-24-008279
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240410
DATE AS OF CHANGE: 20240410
EFFECTIVENESS DATE: 20240410
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Buckingham Capital Management, Inc.
CENTRAL INDEX KEY: 0001567634
ORGANIZATION NAME:
IRS NUMBER: 311657719
STATE OF INCORPORATION: OH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15125
FILM NUMBER: 24836379
BUSINESS ADDRESS:
STREET 1: 6856 LOOP RD
CITY: DAYTON
STATE: OH
ZIP: 45459
BUSINESS PHONE: 937-435-2742
MAIL ADDRESS:
STREET 1: 6856 LOOP RD
CITY: DAYTON
STATE: OH
ZIP: 45459
13F-HR
1
primary_doc.xml
X0202
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0001567634
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03-31-2024
03-31-2024
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Buckingham Capital Management, Inc.
6856 LOOP RD
DAYTON
OH
45459
13F HOLDINGS REPORT
028-15125
N
Ryan P. Johnson
Managing Director of Investments
937-435-2742
Ryan P. Johnson
Dayton
OH
04-04-2024
0
130
815857636
false
INFORMATION TABLE
2
form13fInfoTable.xml
FORM 13F INFORMATION TABLE
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COM
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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28177
SH
SOLE
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26664
ADOBE INC
COM
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ADVANCED MICRO DEVICES INC
COM
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95730
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COM
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SOLE
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AES CORP
COM
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4714819
262957
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SOLE
13106
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ALPHABET INC
CAP STK CL C
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123497
ALPHABET INC
CAP STK CL A
02079K305
471053
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3121
AMAZON COM INC
COM
023135106
19326594
107144
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SOLE
4343
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102801
AMERICAN ELEC PWR CO INC
COM
025537101
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10948
AMERICAN EXPRESS CO
COM
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8322297
36551
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SOLE
1287
0
35264
AMERICAN TOWER CORP NEW
COM
03027X100
543373
2750
SH
SOLE
0
0
2750
AMGEN INC
COM
031162100
213240
750
SH
SOLE
600
0
150
ANALOG DEVICES INC
COM
032654105
552230
2792
SH
SOLE
250
0
2542
APPLE INC
COM
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APPLIED MATLS INC
COM
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ASTRAZENECA PLC
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BLACKROCK INC
COM
09247X101
13206642
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SH
SOLE
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BROADCOM INC
COM
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18720229
14124
SH
SOLE
559
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13565
BROADRIDGE FINL SOLUTIONS IN
COM
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307290
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SOLE
700
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800
CISCO SYS INC
COM
17275R102
1839483
36856
SH
SOLE
4794
0
32062
COCA COLA CO
COM
191216100
1770881
28945
SH
SOLE
480
0
28465
CODA OCTOPUS GROUP INC
COM NEW
19188U206
57700
10000
SH
SOLE
0
0
10000
COMCAST CORP NEW
CL A
20030N101
1488509
34337
SH
SOLE
872
0
33465
CORNING INC
COM
219350105
3670968
111376
SH
SOLE
1142
0
110234
DANAHER CORPORATION
COM
235851102
3720329
14898
SH
SOLE
206
0
14692
DIGITAL RLTY TR INC
COM
253868103
390060
2708
SH
SOLE
0
0
2708
DISNEY WALT CO
COM
254687106
8510214
69551
SH
SOLE
4523
0
65028
DNP SELECT INCOME FD INC
COM
23325P104
101357
11175
SH
SOLE
0
0
11175
DOLLAR GEN CORP NEW
COM
256677105
7809906
50044
SH
SOLE
2186
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DOMINOS PIZZA INC
COM
25754A201
2954945
5947
SH
SOLE
235
0
5712
DUKE ENERGY CORP NEW
COM NEW
26441C204
277848
2873
SH
SOLE
0
0
2873
EATON CORP PLC
SHS
G29183103
210121
672
SH
SOLE
0
0
672
ELEVANCE HEALTH INC
COM
036752103
791292
1526
SH
SOLE
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0
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ELI LILLY & CO
COM
532457108
8355083
10740
SH
SOLE
361
0
10379
EMERSON ELEC CO
COM
291011104
546455
4818
SH
SOLE
0
0
4818
EVEREST GROUP LTD
COM
G3223R108
11100188
27925
SH
SOLE
1075
0
26850
EXXON MOBIL CORP
COM
30231G102
1923540
16548
SH
SOLE
1015
0
15533
FACTSET RESH SYS INC
COM
303075105
213563
470
SH
SOLE
375
0
95
FIRST COMWLTH FINL CORP PA
COM
319829107
407480
29273
SH
SOLE
0
0
29273
FLEETCOR TECHNOLOGIES INC
COM
339041105
9450272
30629
SH
SOLE
1625
0
29004
GARMIN LTD
SHS
H2906T109
1754433
11785
SH
SOLE
176
0
11609
GENERAL ELECTRIC CO
COM NEW
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375283
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SOLE
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0
2138
HALLIBURTON CO
COM
406216101
1148068
29124
SH
SOLE
743
0
28381
HCA HEALTHCARE INC
COM
40412C101
647715
1942
SH
SOLE
140
0
1802
HEICO CORP NEW
COM
422806109
464512
2432
SH
SOLE
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0
2432
HOME DEPOT INC
COM
437076102
2615001
6817
SH
SOLE
194
0
6623
HONEYWELL INTL INC
COM
438516106
13078513
63720
SH
SOLE
3507
0
60213
ICON PLC
SHS
G4705A100
1492290
4442
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SOLE
175
0
4267
ILLINOIS TOOL WKS INC
COM
452308109
210371
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SH
SOLE
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0
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INFOSYS LTD
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INGERSOLL RAND INC
COM
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0
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INTERPUBLIC GROUP COS INC
COM
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37734
SH
SOLE
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37032
INTUIT
COM
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SOLE
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IRON MTN INC DEL
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MSCI USA QLT FCT
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ESG AWRE 1 5 YR
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3 7 YR TREAS BD
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ISHARES TR
CORE S&P MCP ETF
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115545
SH
SOLE
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0
111545
JOHNSON & JOHNSON
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478160104
1903455
12033
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SOLE
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0
10623
JPMORGAN CHASE & CO
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46625H100
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27283
SH
SOLE
2667
0
24616
L3HARRIS TECHNOLOGIES INC
COM
502431109
2237337
10499
SH
SOLE
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0
9880
LINDE PLC
SHS
G54950103
544183
1172
SH
SOLE
13
0
1159
LOCKHEED MARTIN CORP
COM
539830109
269738
593
SH
SOLE
0
0
593
LOWES COS INC
COM
548661107
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3236
SH
SOLE
1656
0
1580
MASCO CORP
COM
574599106
402209
5099
SH
SOLE
0
0
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MCDONALDS CORP
COM
580135101
2343568
8312
SH
SOLE
731
0
7581
MCKESSON CORP
COM
58155Q103
361837
674
SH
SOLE
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0
674
MEDTRONIC PLC
SHS
G5960L103
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16472
SH
SOLE
270
0
16202
MERCK & CO INC
COM
58933Y105
1936651
14677
SH
SOLE
813
0
13864
META PLATFORMS INC
CL A
30303M102
200061
412
SH
SOLE
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0
412
METLIFE INC
COM
59156R108
1346505
18169
SH
SOLE
315
0
17854
MFS MULTIMARKET INCOME TR
SH BEN INT
552737108
62135
13420
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SOLE
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0
13420
MICROSOFT CORP
COM
594918104
26938587
64030
SH
SOLE
2799
0
61231
NETFLIX INC
COM
64110L106
1030639
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SH
SOLE
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0
1697
NEXTERA ENERGY INC
COM
65339F101
742698
11621
SH
SOLE
1800
0
9821
NICE LTD
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1446441
5550
SH
SOLE
757
0
4793
NIKE INC
CL B
654106103
7088175
75422
SH
SOLE
4156
0
71266
NVIDIA CORPORATION
COM
67066G104
5797294
6416
SH
SOLE
44
0
6372
ORACLE CORP
COM
68389X105
1660564
13220
SH
SOLE
1597
0
11623
PARKER-HANNIFIN CORP
COM
701094104
2281518
4105
SH
SOLE
50
0
4055
PAYPAL HLDGS INC
COM
70450Y103
1160937
17330
SH
SOLE
910
0
16420
PEOPLES BANCORP INC
COM
709789101
289971
9793
SH
SOLE
0
0
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PEPSICO INC
COM
713448108
8398549
47989
SH
SOLE
3156
0
44833
PFIZER INC
COM
717081103
382671
13790
SH
SOLE
0
0
13790
PHILLIPS 66
COM
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8086147
49505
SH
SOLE
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PROCTER AND GAMBLE CO
COM
742718109
3036807
18717
SH
SOLE
825
0
17892
PROGRESSIVE CORP
COM
743315103
252114
1219
SH
SOLE
300
0
919
PROLOGIS INC.
COM
74340W103
5914462
45419
SH
SOLE
1889
0
43530
RESTAURANT BRANDS INTL INC
COM
76131D103
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SH
SOLE
282
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22447
SALESFORCE INC
COM
79466L302
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SH
SOLE
2209
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45865
SCHWAB CHARLES CORP
COM
808513105
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SH
SOLE
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44560
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US SML CAP ETF
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12229955
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SH
SOLE
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
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SH
SOLE
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240811
SCHWAB STRATEGIC TR
US BRD MKT ETF
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32973642
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SH
SOLE
16294
0
523815
SCHWAB STRATEGIC TR
INTL EQTY ETF
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17502990
448565
SH
SOLE
15282
0
433283
SCHWAB STRATEGIC TR
US DIVIDEND EQ
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1271709
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SH
SOLE
82
0
15690
SCHWAB STRATEGIC TR
US MID-CAP ETF
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29335193
360250
SH
SOLE
23184
0
337066
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
328099
8300
SH
SOLE
0
0
8300
SELECT SECTOR SPDR TR
SBI MATERIALS
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531424
5721
SH
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400
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5321
SELECT SECTOR SPDR TR
COMMUNICATION
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1127387
13806
SH
SOLE
420
0
13386
SMITH MIDLAND CORP
COM
832156103
469800
10000
SH
SOLE
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0
10000
SMUCKER J M CO
COM NEW
832696405
435510
3460
SH
SOLE
0
0
3460
SPDR SER TR
PORTFOLIO SHORT
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33895549
1138581
SH
SOLE
68305
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1070276
SPDR SER TR
PORTFOLIO S&P500
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3272042
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SH
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0
53178
SPDR SER TR
PORTFOLIO INTRMD
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84196985
2575619
SH
SOLE
147743
0
2427876
STARBUCKS CORP
COM
855244109
4154544
45460
SH
SOLE
4015
0
41445
STRYKER CORPORATION
COM
863667101
14103657
39410
SH
SOLE
1828
0
37582
SYSCO CORP
COM
871829107
9854991
121397
SH
SOLE
4460
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116937
T-MOBILE US INC
COM
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10678832
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SH
SOLE
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TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
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SH
SOLE
7617
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128340
TARGA RES CORP
COM
87612G101
688739
6150
SH
SOLE
150
0
6000
THE CIGNA GROUP
COM
125523100
227357
626
SH
SOLE
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0
626
TJX COS INC NEW
COM
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SH
SOLE
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TOTALENERGIES SE
SPONSORED ADS
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SH
SOLE
2020
0
31498
UNION PAC CORP
COM
907818108
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SH
SOLE
369
0
10496
UNITEDHEALTH GROUP INC
COM
91324P102
12507500
25283
SH
SOLE
1113
0
24170
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
5190633
19972
SH
SOLE
545
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19427
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FTSE EMR MKT ETF
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445644
10669
SH
SOLE
400
0
10269
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
33102871
564414
SH
SOLE
30023
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534391
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
5292333
68456
SH
SOLE
1216
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67240
VANGUARD WORLD FD
ESG US STK ETF
921910733
256086
2748
SH
SOLE
0
0
2748
VISA INC
COM CL A
92826C839
12081451
43290
SH
SOLE
2064
0
41226
WASTE MGMT INC DEL
COM
94106L109
1927752
9044
SH
SOLE
295
0
8749
WELLTOWER INC
COM
95040Q104
891418
9540
SH
SOLE
400
0
9140
WISDOMTREE TR
US SMALLCAP DIVD
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3286628
100570
SH
SOLE
4234
0
96336