Buckley Wealth Management, LLC
Sector Allocation
- Technology35.8%$144.6M
- Financials14.2%$57.4M
- Healthcare12.8%$51.7M
- Consumer Discretionary8.6%$34.7M
- Consumer Staples8.1%$32.8M
- Energy7.1%$28.8M
- Industrials6.2%$25.1M
- Utilities4.5%$18.3M
- Materials1.4%$5.7M
- Communication Services0.7%$3.0M
AUM History
13fpro.ai/research/fund/buckley-wealth-management-llc-1730126
Conviction and streaks
Stable · top 10 = 55.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$44.5MGOOGL
$30.5MMSFT
$26.9MBRK.B
$22.9MJPM
$19.6MCVX
$19.4MAMZN
$18.8MJNJ
$14.9MCSCO
$13.7MCOST
$12.8MAMGN
$11.9MPG
$9.2MMRK
$8.6MCAT
$8.5MNEE
$7.4MNVDA
$6.8MIDA
$5.7MMMM
$4.4MABBV
$4.1MLRCX
$3.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/buckley-wealth-management-llc-1730126
Buckley Wealth Management, LLC 13F holdings — Q2 2026
$404.3M portfolio (+3.2% QoQ) · 104 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio
$44.5M
11.0% of stocks
-1.0%This quarter+10.8%Since filed10+ qtrsHeld$30.5M
7.5% of stocks
+0.7%This quarter-10.4%Since filed10+ qtrsHeld$26.9M
6.7% of stocks
+3%This quarter+6.3%Since filed10+ qtrsHeld$22.9M
5.7% of stocks
+4%This quarter—Since filed10+ qtrsHeld$19.6M
4.9% of stocks
-0.2%This quarter-6.1%Since filed10+ qtrsHeld$19.4M
4.8% of stocks
-1%This quarter+22.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$18.8M
4.7% of stocks
-0.4%This quarter-7.8%Since filed10+ qtrsHeld$14.9M
3.7% of stocks
-0.5%This quarter+3.7%Since filed10+ qtrsHeld$13.7M
3.4% of stocks
-6%This quarter-8.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row$12.8M
3.2% of stocks
-4%This quarter+4.7%Since filed10+ qtrsHeld
All holdings — Buckley Wealth Management, LLC (Q2 2026)
104 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMGEN INC | Healthcare | $11.9M | 2.9% | 33K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | PROCTER & GAMBLE Co | Consumer Staples | $9.2M | 2.3% | 62K | +4% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Merck & Co., Inc. | Healthcare | $8.6M | 2.1% | 66K | +22% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CATERPILLAR INC | Industrials | $8.5M | 2.1% | 8,020 | -10% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | NEXTERA ENERGY INC | Utilities | $7.4M | 1.8% | 85K | +9% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NVIDIA CORP | Technology | $6.8M | 1.7% | 34K | +3% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | IDACORP INC | Utilities | $5.7M | 1.4% | 38K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | 3M CO | Healthcare | $4.4M | 1.1% | 27K | +0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AbbVie Inc. | Healthcare | $4.1M | 1.0% | 16K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | LAM RESEARCH CORP | Technology | $3.7M | 0.9% | 8,432 | -10% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Broadcom Inc. | Technology | $3.6M | 0.9% | 9,635 | +3% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | HOME DEPOT, INC. | Consumer Discretionary | $3.6M | 0.9% | 10K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Targa Resources Corp. | Energy | $2.9M | 0.7% | 11K | -13% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $2.7M | 0.7% | 18K | -1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | PFIZER INC | Healthcare | $2.6M | 0.6% | 106K | -4% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.4M | 0.6% | 7,922 | -2% | |||
| 27 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $2.4M | 0.6% | 37K | +32% | |||
| 28 | $T | AT&T INC. | Communication Services | $2.3M | 0.6% | 112K | +13% | |||
| 29 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.3M | 0.6% | 40K | -11% | |||
| 30 | $LMT | LOCKHEED MARTIN CORP | Industrials | $2.2M | 0.5% | 4,320 | +2% | |||
| 31 | $Q | Qnity Electronics, Inc. | Technology | $2.1M | 0.5% | 13K | -5% | |||
| 32 | $V | VISA INC. | Financials | $2.1M | 0.5% | 6,114 | +5% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $2.1M | 0.5% | 5,849 | -16% | |||
| 34 | $R | RYDER SYSTEM INC | Consumer Discretionary | $2.0M | 0.5% | 7,684 | -5% | |||
| 35 | $TT | Trane Technologies plc | Technology | $2.0M | 0.5% | 4,106 | +5% | |||
| 36 | $C | CITIGROUP INC | Financials | $1.9M | 0.5% | 14K | -22% | |||
| 37 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $1.9M | 0.5% | 37K | +12% | |||
| 38 | $BKH | BLACK HILLS CORP /SD/ | Utilities | $1.9M | 0.5% | 25K | -2% | |||
| 39 | $ANET | Arista Networks, Inc. | Technology | $1.8M | 0.5% | 11K | -0.6% | |||
| 40 | $KVUE | Kenvue Inc. | Consumer Staples | $1.8M | 0.5% | 95K | -1% | |||
| 41 | $ETN | Eaton Corp plc | Industrials | $1.8M | 0.5% | 4,249 | -2% | |||
| 42 | $BA | BOEING CO | Industrials | $1.8M | 0.5% | 8,335 | +3% | |||
| 43 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $1.7M | 0.4% | 7,202 | -3% | |||
| 44 | $SYY | SYSCO CORP | Consumer Discretionary | $1.7M | 0.4% | 20K | +2% | |||
| 45 | $MS | MORGAN STANLEY | Financials | $1.7M | 0.4% | 8,040 | -15% | |||
| 46 | $TGT | TARGET CORP | Consumer Staples | $1.7M | 0.4% | 13K | -9% | |||
| 47 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $1.7M | 0.4% | 22K | -5% | |||
| 48 | $BBY | BEST BUY CO INC | Consumer Discretionary | $1.6M | 0.4% | 21K | +4% | |||
| 49 | $OKE | ONEOK INC /NEW/ | Energy | $1.6M | 0.4% | 19K | -4% | |||
| 50 | $GE | GENERAL ELECTRIC CO | Industrials | $1.6M | 0.4% | 4,291 | +15% | |||
| 51 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.6M | 0.4% | 6,024 | -29% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.4% | 57K | +0.4% | |||
| 53 | $MPC | Marathon Petroleum Corp | Energy | $1.5M | 0.4% | 5,800 | -8% | |||
| 54 | $SYF | Synchrony Financial | Financials | $1.5M | 0.4% | 19K | +1% | |||
| 55 | $LIN | LINDE PLC | Materials | $1.5M | 0.4% | 2,799 | +5% | |||
| 56 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.4M | 0.3% | 3,337 | -0.3% | |||
| 57 | $UNP | UNION PACIFIC CORP | Industrials | $1.4M | 0.3% | 5,054 | +5% | |||
| 58 | $FDX | FEDEX CORP | Industrials | $1.3M | 0.3% | 4,245 | -19% | |||
| 59 | $DD | DuPont de Nemours, Inc. | Materials | $1.3M | 0.3% | 9,731 | -69% | |||
| 60 | $PH | Parker-Hannifin Corp | Industrials | $1.3M | 0.3% | 1,315 | +5% | |||
| 61 | $COR | Cencora, Inc. | Consumer Staples | $1.3M | 0.3% | 4,454 | -2% | |||
| 62 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.3M | 0.3% | 4,650 | -1% | |||
| 63 | $PM | Philip Morris International Inc. | Consumer Staples | $1.2M | 0.3% | 6,877 | +13% | |||
| 64 | $MLI | MUELLER INDUSTRIES INC | Materials | $1.2M | 0.3% | 9,980 | +4% | |||
| 65 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.3% | 2,100 | — | |||
| 66 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $1.2M | 0.3% | 10K | +5% | |||
| 67 | $KR | KROGER CO | Consumer Staples | $1.2M | 0.3% | 22K | -3% | |||
| 68 | $WM | WASTE MANAGEMENT INC | Utilities | $1.1M | 0.3% | 5,126 | +5% | |||
| 69 | $LLY | ELI LILLY & Co | Healthcare | $1.1M | 0.3% | 943 | +9% | |||
| 70 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.1M | 0.3% | 5,041 | -21% | |||
| 71 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.1M | 0.3% | 5,082 | -3% | |||
| 72 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.1M | 0.3% | 5,041 | New | |||
| 73 | $GSK | GSK plc | Healthcare | $1.1M | 0.3% | 21K | +45% | |||
| 74 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.1M | 0.3% | 2,283 | New | |||
| 75 | $WELL | WELLTOWER INC. | Real Estate | $1.0M | 0.3% | 4,574 | +5% | |||
| 76 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.0M | 0.3% | 1,007 | -9% | |||
| 77 | $CRH | CRH PUBLIC LTD CO | Materials | $961K | 0.2% | 8,978 | +4% | |||
| 78 | $PEP | PEPSICO INC | Consumer Staples | $920K | 0.2% | 6,792 | +13% | |||
| 79 | $CEG | Constellation Energy Corp | Utilities | $851K | 0.2% | 3,427 | +3% | |||
| 80 | $CME | CME GROUP INC. | Financials | $802K | 0.2% | 3,634 | +3% | |||
| 81 | $BLK | BlackRock, Inc. | Financials | $797K | 0.2% | 830 | +5% | |||
| 82 | $MCK | MCKESSON CORP | Consumer Staples | $747K | 0.2% | 987 | +9% | |||
| 83 | $DOW | DOW INC. | Materials | $717K | 0.2% | 26K | -31% | |||
| 84 | $O | REALTY INCOME CORP | Real Estate | $679K | 0.2% | 11K | +5% | |||
| 85 | $SOLV | Solventum Corp | Healthcare | $662K | 0.2% | 8,587 | -12% | |||
| 86 | $TMUS | T-Mobile US, Inc. | Communication Services | $645K | 0.2% | 3,844 | -14% | |||
| 87 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $642K | 0.2% | 3,849 | +4% | |||
| 88 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $554K | 0.1% | 1,970 | New | |||
| 89 | — | NUSHARES ETF TR - NUVE PFD INC ETF | — | $547K | 0.1% | 21K | +5% | |||
| 90 | $PLTR | Palantir Technologies Inc. | Technology | $482K | 0.1% | 4,128 | New | |||
| 91 | $BYD | BOYD GAMING CORP | Consumer Discretionary | $464K | 0.1% | 5,250 | -13% | |||
| 92 | $MU | MICRON TECHNOLOGY INC | Technology | $391K | 0.1% | 339 | New | |||
| 93 | $GD | GENERAL DYNAMICS CORP | Industrials | $357K | 0.1% | 1,009 | — | |||
| 94 | $ORCL | ORACLE CORP | Technology | $349K | 0.1% | 2,379 | -3% | |||
| 95 | $GEV | GE Vernova Inc. | Industrials | $338K | 0.1% | 288 | -25% | |||
| 96 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $319K | 0.1% | 2,110 | New | |||
| 97 | $KO | COCA COLA CO | Consumer Staples | $294K | 0.1% | 3,599 | — | |||
| 98 | $INTC | INTEL CORP | Technology | $279K | 0.1% | 2,000 | New | |||
| 99 | $META | Meta Platforms, Inc. | Technology | $235K | 0.1% | 418 | -2% | |||
| 100 | $SWX | Southwest Gas Holdings, Inc. | Energy | $235K | 0.1% | 2,650 | -46% | |||
| 101 | $AXP | AMERICAN EXPRESS CO | Financials | $222K | 0.1% | 655 | -35% | |||
| 102 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $207K | 0.1% | 2,500 | New | |||
| 103 | $WAL | WESTERN ALLIANCE BANCORPORATION | Financials | $203K | 0.1% | 2,466 | New | |||
| 104 | $VIVO | VivoPower PLC | Utilities | $72K | 0.0% | 14K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 10 new, 40 added to, 50 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
$HONAHoneywell Aerospace Inc.$1.1M
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.1M
first bought this quarter
$IBMINTERNATIONAL BUSINESS MACHINES CORP$554K
first bought this quarter
$PLTRPalantir Technologies Inc.$482K
first bought this quarter
$MUMICRON TECHNOLOGY INC$391K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$319K
first bought this quarter
+4 more in the Excel export
Added to (40)
now $8.6M · held 10+ qtrs
now $26.9M · held 10+ qtrs, 2 adds in a row
now $22.9M · held 10+ qtrs, 4 adds in a row
now $7.4M · held 10+ qtrs, 2 adds in a row
$GEHCGE HealthCare Technologies Inc.+32%
now $2.4M · held 2 qtrs, 2 adds in a row
$GSKGSK plc+45%
now $1.1M · held 2 qtrs, 2 adds in a row
+34 more in the Excel export
Trimmed (50)
$DDDuPont de Nemours, Inc.-69%
now $1.3M · held 10+ qtrs, 5 trims in a row
now $8.5M · held 10+ qtrs
now $13.7M · held 10+ qtrs, 9 trims in a row
$VLOVALERO ENERGY CORP/TX-29%
now $1.6M · held 10+ qtrs, 4 trims in a row
$CCITIGROUP INC-22%
now $1.9M · held 10+ qtrs, 4 trims in a row
now $12.8M · held 10+ qtrs
+44 more in the Excel export
Holdings by quarter
Every 13F Buckley Wealth Management, LLC has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow Buckley Wealth Management?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of Buckley Wealth Management's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+2.5%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Buckley Wealth Management, LLC disclosed 104 positions worth $404.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 11.0% of the equity portfolio, followed by $GOOGL and $MSFT. During the quarter the fund opened 10 new positions and exited 9 — including a new stake in $HONA and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (35.8% of disclosed assets). All figures are sourced directly from Buckley Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1730126.
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Every holding in Buckley Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.