Buckley Wealth Management, LLC

Portfolio Overview

Buckley Wealth Management, LLC disclosed 103 positions worth $391.8M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 10.1% of the equity portfolio, followed by $MSFT and $CVX. During the quarter the fund opened 6 new positions and exited 6 — including a new stake in $GEHC and a full exit from $UNH. The portfolio is most concentrated in Technology (30.4% of disclosed assets). All figures are sourced directly from Buckley Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1730126.

• 

  Apple Inc.

  $AAPL

  76.1#112

  Quality

  $39.4M155,318 sh
• 

  MICROSOFT CORP

  $MSFT

  83.7#15

  Quality

  $25.8M69,794 sh
• 

  CHEVRON CORP

  $CVX

  54.7#1,197

  Quality

  $24.4M118,129 sh
• 

  Alphabet Inc.

  $GOOG

  80.2

  Quality

  $24.4M84,764 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.B

  64.5

  Quality

  $21.1M44,105 sh
• 

  EXXON MOBIL CORP

  $XOM

  61.8

  Quality

  $18.1M106,628 sh
• 

  JPMORGAN CHASE & CO

  $JPM

  35.6

  Quality

  $17.7M60,095 sh
• 

  AMAZON COM INC

  $AMZN

  74.6

  Quality

  $16.5M79,341 sh
• 

  JOHNSON & JOHNSON

  $JNJ

  72.8

  Quality

  $14.5M59,124 sh
• 

  COSTCO WHOLESALE CORP /NEW

  $COST

  67.0

  Quality

  $14.2M14,229 sh

Company	Quality	Value	Shares
Apple Inc.$AAPL	76.1#112	$39.4M	155,318
MICROSOFT CORP$MSFT	83.7#15	$25.8M	69,794
CHEVRON CORP$CVX	54.7#1,197	$24.4M	118,129
Alphabet Inc.$GOOG	80.2	$24.4M	84,764
BERKSHIRE HATHAWAY INC$BRK.B	64.5	$21.1M	44,105
EXXON MOBIL CORP$XOM	61.8	$18.1M	106,628
JPMORGAN CHASE & CO$JPM	35.6	$17.7M	60,095
AMAZON COM INC$AMZN	74.6	$16.5M	79,341
JOHNSON & JOHNSON$JNJ	72.8	$14.5M	59,124
COSTCO WHOLESALE CORP /NEW$COST	67.0	$14.2M	14,229

Showing top 10 of 103 holdings.

Full Holdings — Buckley Wealth Management, LLC (Q1 2026)

All 103 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$AAPL	Apple Inc.	$39.4M	10.1%	+0%	76.1
2	$MSFT	MICROSOFT CORP	$25.8M	6.6%	+3%	83.7
3	$CVX	CHEVRON CORP	$24.4M	6.2%	-2%	54.7
4	$GOOG	Alphabet Inc.	$24.4M	6.2%	-1%	80.2
5	$BRK.B	BERKSHIRE HATHAWAY INC	$21.1M	5.4%	+4%	64.5
6	$XOM	EXXON MOBIL CORP	$18.1M	4.6%	-3%	61.8
7	$JPM	JPMORGAN CHASE & CO	$17.7M	4.5%	+4%	35.6
8	$AMZN	AMAZON COM INC	$16.5M	4.2%	+6%	74.6
9	$JNJ	JOHNSON & JOHNSON	$14.5M	3.7%	-0%	72.8
10	$COST	COSTCO WHOLESALE CORP /NEW	$14.2M	3.6%	+1%	67
11	$AMGN	AMGEN INC	$11.6M	3.0%	-0%	79.5
12	$CSCO	CISCO SYSTEMS, INC.	$9.7M	2.5%	-2%	72.3
13	$PG	PROCTER & GAMBLE Co	$8.7M	2.2%	+1%	72.9
14	$NEE	NEXTERA ENERGY INC	$7.2M	1.8%	+2%	71.7
15	$MRK	Merck & Co., Inc.	$6.6M	1.7%	-1%	70.9
16	$CAT	CATERPILLAR INC	$6.3M	1.6%	-1%	67.8
17	$NVDA	NVIDIA CORP	$5.7M	1.5%	+14%	90.2
18	$IDA	IDACORP INC	$5.4M	1.4%	+0%	62.6
19	$MMM	3M CO	$3.9M	1.0%	-2%	60.7
20	$ABBV	AbbVie Inc.	$3.6M	0.9%	+1%	59.3
21	$HD	HOME DEPOT, INC.	$3.4M	0.9%	+2%	69.2
22	$TRGP	Targa Resources Corp.	$3.1M	0.8%	+55%	70
23	$PFE	PFIZER INC	$3.1M	0.8%	-3%	69
24	$T	AT&T INC.	$2.9M	0.7%	+0%	71.9
25	$TJX	TJX COMPANIES INC /DE/	$2.9M	0.7%	-1%	70.7
26	$AVGO	Broadcom Inc.	$2.9M	0.7%	+4%	86.4
27	$LMT	LOCKHEED MARTIN CORP	$2.6M	0.7%	+2%	65
28	$BAC	BANK OF AMERICA CORP /DE/	$2.2M	0.6%	-2%	68.4
29	$VLO	VALERO ENERGY CORP/TX	$2.1M	0.5%	-8%	51.4
30	$LRCX	LAM RESEARCH CORP	$2.0M	0.5%	+6%	82.4
31	$GOOGL	Alphabet Inc.	$2.0M	0.5%	-4%	80.2
32	$GEHC	GE HealthCare Technologies Inc.	$2.0M	0.5%	NEW	58.2
33	$C	CITIGROUP INC	$2.0M	0.5%	-6%	54.8
34	$FDX	FEDEX CORP	$1.9M	0.5%	-5%	60.3
35	$BKH	BLACK HILLS CORP /SD/	$1.8M	0.5%	-4%	53.1
36	$V	VISA INC.	$1.8M	0.5%	+27%	83.5
37	$OKE	ONEOK INC /NEW/	$1.7M	0.4%	+4%	72
38	$TGT	TARGET CORP	$1.7M	0.4%	-3%	53.1
39	$WMB	WILLIAMS COMPANIES, INC.	$1.7M	0.4%	+0%	72.8
40	$KVUE	Kenvue Inc.	$1.7M	0.4%	+0%	60.2
41	$R	RYDER SYSTEM INC	$1.7M	0.4%	-1%	54.7
42	$TT	Trane Technologies plc	$1.6M	0.4%	+11%	—
43	$KR	KROGER CO	$1.6M	0.4%	-3%	51.1
44	$BA	BOEING CO	$1.6M	0.4%	+9%	51.8
45	$DOW	DOW INC.	$1.6M	0.4%	-11%	38
46	$TXN	TEXAS INSTRUMENTS INC	$1.6M	0.4%	+6%	70.4
47	$CAH	CARDINAL HEALTH INC	$1.6M	0.4%	-13%	58.6
48	$Q	Qnity Electronics, Inc.	$1.6M	0.4%	-1%	—
49	$MS	MORGAN STANLEY	$1.6M	0.4%	+9%	—
50	$ETN	Eaton Corp plc	$1.6M	0.4%	+14%	—
51	$MPC	Marathon Petroleum Corp	$1.5M	0.4%	+0%	50.7
52	$MCD	MCDONALDS CORP	$1.5M	0.4%	+5%	73.9
53	$HON	HONEYWELL INTERNATIONAL INC	$1.4M	0.4%	+0%	65.7
54	$DD	DuPont de Nemours, Inc.	$1.4M	0.4%	-4%	31.1
55	$COR	Cencora, Inc.	$1.4M	0.4%	-7%	59.6
56	$SYY	SYSCO CORP	$1.4M	0.4%	+9%	58.4
57	$IVZ	Invesco Ltd.	$1.4M	0.3%	-3%	—
58	$ANET	Arista Networks, Inc.	$1.3M	0.3%	+5%	86
59	$LIN	LINDE PLC	$1.3M	0.3%	+11%	—
60	$BBY	BEST BUY CO INC	$1.3M	0.3%	+8%	51.5
61	$SYF	Synchrony Financial	$1.3M	0.3%	-0%	—
62	$MA	Mastercard Inc	$1.3M	0.3%	+2%	81.7
63	$TSLA	Tesla, Inc.	$1.2M	0.3%	+0%	50.1
64	$LUV	SOUTHWEST AIRLINES CO	$1.2M	0.3%	NEW	51.1
65	$LOW	LOWES COMPANIES INC	$1.2M	0.3%	+9%	63.5
66	$UNP	UNION PACIFIC CORP	$1.2M	0.3%	+18%	74
67	$WEC	WEC ENERGY GROUP, INC.	$1.1M	0.3%	+11%	67
68	$WM	WASTE MANAGEMENT INC	$1.1M	0.3%	+16%	70.7
69	$PH	Parker-Hannifin Corp	$1.1M	0.3%	+12%	73.8
70	$GE	GENERAL ELECTRIC CO	$1.1M	0.3%	-6%	74.8
71	$MLI	MUELLER INDUSTRIES INC	$1.1M	0.3%	+31%	77.5
72	$CME	CME GROUP INC.	$1.0M	0.3%	+11%	74.5
73	$PM	Philip Morris International Inc.	$1.0M	0.3%	+13%	80.5
74	$GS	GOLDMAN SACHS GROUP INC	$936,511	0.2%	+0%	—
75	$TMUS	T-Mobile US, Inc.	$935,686	0.2%	+10%	72.7
76	$PEP	PEPSICO INC	$934,382	0.2%	+31%	62.7
77	$CEG	Constellation Energy Corp	$925,440	0.2%	+13%	62.5
78	$CRH	CRH PUBLIC LTD CO	$911,042	0.2%	-10%	—
79	$MDT	Medtronic plc	$903,973	0.2%	+6%	—
80	$WELL	WELLTOWER INC.	$861,025	0.2%	+17%	75.7
81	$GSK	GSK plc	$811,522	0.2%	NEW	—
82	$LLY	ELI LILLY & Co	$794,681	0.2%	+14%	89.3
83	$MCK	MCKESSON CORP	$785,617	0.2%	+15%	63.7
84	$BLK	BlackRock, Inc.	$757,829	0.2%	+10%	70.3
85	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	$644,545	0.2%	+12%	71.5
86	$O	REALTY INCOME CORP	$641,050	0.2%	+18%	74.6
87	$SOLV	Solventum Corp	$634,199	0.2%	+0%	55.7
88	—	NUSHARES ETF TR	$513,689	0.1%	NEW	—
89	$BYD	BOYD GAMING CORP	$494,280	0.1%	+0%	70.7
90	$AMD	ADVANCED MICRO DEVICES INC	$427,204	0.1%	+17%	78.8
91	$SWX	Southwest Gas Holdings, Inc.	$425,810	0.1%	-4%	—
92	$ORCL	ORACLE CORP	$359,832	0.1%	-74%	67.2
93	$GD	GENERAL DYNAMICS CORP	$346,309	0.1%	-3%	73
94	$GEV	GE Vernova Inc.	$337,127	0.1%	-8%	70.1
95	$AXP	AMERICAN EXPRESS CO	$306,411	0.1%	+0%	73.2
96	$EMR	EMERSON ELECTRIC CO	$291,126	0.1%	+22%	65.9
97	$KO	COCA COLA CO	$275,611	0.1%	+2%	74
98	$RNR	RENAISSANCERE HOLDINGS LTD	$275,234	0.1%	+0%	—
99	$META	Meta Platforms, Inc.	$244,871	0.1%	-2%	80.9
100	$AGYS	AGILYSYS INC	$242,445	0.1%	+0%	55.8
101	$NEM	NEWMONT Corp /DE/	$216,500	0.1%	NEW	88.3
102	$PEG	PUBLIC SERVICE ENTERPRISE GROUP INC	$215,410	0.1%	NEW	74.6
103	$B	BARRICK MINING CORP	$203,950	0.1%	+0%	—