BUCKINGHAM CAPITAL MANAGEMENT, INC.

PrivateCIK: 1567634

Location

DAYTON, OH

131

Positions

$871.63M

Total AUM (reported)

13.42M

Total Shares

Allocation by class

COM$408.42M46.9%

PORTFOLIO INTRMD$104.57M12.0%

PORTFOLIO SHORT$38.85M4.5%

3 7 YR TREAS BD$34.67M4.0%

US BRD MKT ETF$33.96M3.9%

ALLWRLD EX US$31.93M3.7%

US MID-CAP ETF$29.52M3.4%

Portfolio Concentration

Top 3$187.08M21.5%

4–10$211.20M24.2%

11–25$228.72M26.2%

Rest$244.63M28.1%

Top 3 weight

21.5%

Top 10 weight

45.7%

Voting Authority Distribution

Total shares with voting rights: 13.42M

Sole

Full voting authority

892.84K

% of voting shares6.7%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

12.53M

% of voting shares93.3%

Investment Discretion (by position count)

Sole131

Shared0

Other0

Dominant voting typeNone · 93.3% of voting shares

Institutional Holdings131

Rows:

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares3.19M

TypeSH

Market value$104.57M

12.00%

Sole

221.65K

Shared

0.00

None

2.97M

APPLE INC

SOLE

COM

Shares174.35K

TypeSH

Market value$43.66M

5.01%

Sole

11.34K

Shared

0.00

None

163.02K

SPDR SER TR

SOLE

PORTFOLIO SHORT

Shares1.30M

TypeSH

Market value$38.85M

4.46%

Sole

90.15K

Shared

0.00

None

1.21M

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares300.02K

TypeSH

Market value$34.67M

3.98%

Sole

18.87K

Shared

0.00

None

281.15K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares1.50M

TypeSH

Market value$33.96M

3.90%

Sole

54.99K

Shared

0.00

None

1.44M

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares556.24K

TypeSH

Market value$31.93M

3.66%

Sole

38.22K

Shared

0.00

None

518.02K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares1.07M

TypeSH

Market value$29.52M

3.39%

Sole

87.04K

Shared

0.00

None

978.40K

NVIDIA CORPORATION

SOLE

COM

Shares219.75K

TypeSH

Market value$29.51M

3.39%

Sole

12.25K

Shared

0.00

None

207.50K

MICROSOFT CORP

SOLE

COM

Shares63.15K

TypeSH

Market value$26.62M

3.05%

Sole

5.34K

Shared

0.00

None

57.81K

BROADCOM INC

SOLE

COM

Shares107.80K

TypeSH

Market value$24.99M

2.87%

Sole

7.28K

Shared

0.00

None

100.52K

ALPHABET INC

SOLE

CAP STK CL C

Shares123.87K

TypeSH

Market value$23.59M

2.71%

Sole

9.65K

Shared

0.00

None

114.22K

AMAZON COM INC

SOLE

COM

Shares105.56K

TypeSH

Market value$23.16M

2.66%

Sole

7.51K

Shared

0.00

None

98.05K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares863.56K

TypeSH

Market value$15.98M

1.83%

Sole

47.44K

Shared

0.00

None

816.12K

BLACKROCK INC

SOLE

COM

Shares15.18K

TypeSH

Market value$15.56M

1.79%

Sole

1.28K

Shared

0.00

None

13.90K

SALESFORCE INC

SOLE

COM

Shares45.97K

TypeSH

Market value$15.37M

1.76%

Sole

3.39K

Shared

0.00

None

42.58K

HONEYWELL INTL INC

SOLE

COM

Shares63.05K

TypeSH

Market value$14.24M

1.63%

Sole

4.95K

Shared

0.00

None

58.10K

VISA INC

SOLE

COM CL A

Shares43.01K

TypeSH

Market value$13.59M

1.56%

Sole

2.50K

Shared

0.00

None

40.51K

STRYKER CORPORATION

SOLE

COM

Shares36.78K

TypeSH

Market value$13.24M

1.52%

Sole

2.68K

Shared

0.00

None

34.10K

T-MOBILE US INC

SOLE

COM

Shares59.64K

TypeSH

Market value$13.17M

1.51%

Sole

4.69K

Shared

0.00

None

54.96K

ASTRAZENECA PLC

SOLE

SCHWAB STRATEGIC TR

SOLE

US SML CAP ETF

Shares490.21K

TypeSH

Market value$12.68M

1.45%

Sole

45.69K

Shared

0.00

None

444.53K

AMERICAN EXPRESS CO

SOLE

COM

Shares40.42K

TypeSH

Market value$12.00M

1.38%

Sole

2.33K

Shared

0.00

None

38.10K

UNITEDHEALTH GROUP INC

SOLE

COM

Shares22.52K

TypeSH

Market value$11.39M

1.31%

Sole

1.70K

Shared

0.00

None

20.82K

CORPAY INC

SOLE

COM SHS

Shares33.07K

TypeSH

Market value$11.19M

1.28%

Sole

2.48K

Shared

0.00

None

30.58K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SER TRSOLE	PORTFOLIO INTRMD	3.19M	SH	$104.57M 12.00%	221.65K	2.97M
APPLE INCSOLE	COM	174.35K	SH	$43.66M 5.01%	11.34K	163.02K
SPDR SER TRSOLE	PORTFOLIO SHORT	1.30M	SH	$38.85M 4.46%	90.15K	1.21M
ISHARES TRSOLE	3 7 YR TREAS BD	300.02K	SH	$34.67M 3.98%	18.87K	281.15K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	1.50M	SH	$33.96M 3.90%	54.99K	1.44M
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	556.24K	SH	$31.93M 3.66%	38.22K	518.02K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	1.07M	SH	$29.52M 3.39%	87.04K	978.40K
NVIDIA CORPORATIONSOLE	COM	219.75K	SH	$29.51M 3.39%	12.25K	207.50K
MICROSOFT CORPSOLE	COM	63.15K	SH	$26.62M 3.05%	5.34K	57.81K
BROADCOM INCSOLE	COM	107.80K	SH	$24.99M 2.87%	7.28K	100.52K
ALPHABET INCSOLE	CAP STK CL C	123.87K	SH	$23.59M 2.71%	9.65K	114.22K
AMAZON COM INCSOLE	COM	105.56K	SH	$23.16M 2.66%	7.51K	98.05K
TAIWAN SEMICONDUCTOR MFG LTDSOLE	SPONSORED ADS	104.47K	SH	$20.63M 2.37%	7.70K	96.77K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	863.56K	SH	$15.98M 1.83%	47.44K	816.12K
BLACKROCK INCSOLE	COM	15.18K	SH	$15.56M 1.79%	1.28K	13.90K
SALESFORCE INCSOLE	COM	45.97K	SH	$15.37M 1.76%	3.39K	42.58K
HONEYWELL INTL INCSOLE	COM	63.05K	SH	$14.24M 1.63%	4.95K	58.10K
VISA INCSOLE	COM CL A	43.01K	SH	$13.59M 1.56%	2.50K	40.51K
STRYKER CORPORATIONSOLE	COM	36.78K	SH	$13.24M 1.52%	2.68K	34.10K
T-MOBILE US INCSOLE	COM	59.64K	SH	$13.17M 1.51%	4.69K	54.96K
ASTRAZENECA PLCSOLE	SPONSORED ADR	197.50K	SH	$12.94M 1.48%	13.19K	184.32K
SCHWAB STRATEGIC TRSOLE	US SML CAP ETF	490.21K	SH	$12.68M 1.45%	45.69K	444.53K
AMERICAN EXPRESS COSOLE	COM	40.42K	SH	$12.00M 1.38%	2.33K	38.10K
UNITEDHEALTH GROUP INCSOLE	COM	22.52K	SH	$11.39M 1.31%	1.70K	20.82K
CORPAY INCSOLE	COM SHS	33.07K	SH	$11.19M 1.28%	2.48K	30.58K

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