Buckley Wealth Management, LLC
13F Reported Value
ⓘ$404.3M
Holdings
104
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 $GOOG 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 (35.2% of disclosed assets). All figures are sourced directly from Buckley Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1730126.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$44.5M153,840 sh - 78.2#57
Quality
$30.5M85,383 sh - 79.8#31
Quality
$26.9M72,104 sh - 73.8
Quality
$22.9M45,696 sh - 70.7
Quality
$19.6M59,992 sh - 62.8
Quality
$19.4M116,907 sh - 68.7
Quality
$18.8M78,986 sh - 69.0
Quality
$14.9M58,848 sh - 70.3
Quality
$13.7M116,433 sh - 66.2
Quality
$12.8M13,669 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $44.5M | 153,840 |
 Alphabet Inc.$GOOG | 78.2#57 | $30.5M | 85,383 |
 MICROSOFT CORP$MSFT | 79.8#31 | $26.9M | 72,104 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $22.9M | 45,696 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $19.6M | 59,992 |
 CHEVRON CORP$CVX | 62.8 | $19.4M | 116,907 |
 AMAZON COM INC$AMZN | 68.7 | $18.8M | 78,986 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $14.9M | 58,848 |
 CISCO SYSTEMS, INC.$CSCO | 70.3 | $13.7M | 116,433 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $12.8M | 13,669 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Buckley Wealth Management, LLC's 104 positions.
Showing top 10 of 104 holdings.
Sector Allocation
Technology
$142.4M
Financials
$57.4M
Healthcare
$51.7M
Consumer Discretionary
$47.8M
Energy
$28.8M
Industrials
$28.8M
Consumer Staples
$18.3M
Utilities
$18.3M
Full Holdings — Buckley Wealth Management, LLC (Q2 2026)
All 104 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. | $44.5M | 11.0% | -1% | 76.4 |
| 2 | $GOOG | Alphabet Inc. | $30.5M | 7.5% | +1% | 78.2 |
| 3 | $MSFT | MICROSOFT CORP | $26.9M | 6.7% | +3% | 79.8 |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $22.9M | 5.7% | +4% | 73.8 |
| 5 | $JPM | JPMORGAN CHASE & CO | $19.6M | 4.9% | -0% | 70.7 |
| 6 | $CVX | CHEVRON CORP | $19.4M | 4.8% | -1% | 62.8 |
| 7 | $AMZN | AMAZON COM INC | $18.8M | 4.7% | -0% | 68.7 |
| 8 | $JNJ | JOHNSON & JOHNSON | $14.9M | 3.7% | -0% | 69 |
| 9 | $CSCO | CISCO SYSTEMS, INC. | $13.7M | 3.4% | -6% | 70.3 |
| 10 | $COST | COSTCO WHOLESALE CORP /NEW | $12.8M | 3.2% | -4% | 66.2 |
| 11 |  $AMGN | AMGEN INC | $11.9M | 2.9% | -1% | 79.2 |
| 12 |  $PG | PROCTER & GAMBLE Co | $9.2M | 2.3% | +4% | 64.6 |
| 13 |  $MRK | Merck & Co., Inc. | $8.6M | 2.1% | +22% | 59.9 |
| 14 |  $CAT | CATERPILLAR INC | $8.5M | 2.1% | -10% | 66.5 |
| 15 |  $NEE | NEXTERA ENERGY INC | $7.4M | 1.8% | +9% | 64.6 |
| 16 |  $NVDA | NVIDIA CORP | $6.8M | 1.7% | +3% | 85.9 |
| 17 |  $IDA | IDACORP INC | $5.7M | 1.4% | -1% | 51.1 |
| 18 |  $MMM | 3M CO | $4.4M | 1.1% | +1% | 64.9 |
| 19 |  $ABBV | AbbVie Inc. | $4.1M | 1.0% | -1% | 72.6 |
| 20 |  $LRCX | LAM RESEARCH CORP | $3.7M | 0.9% | -10% | 79.4 |
| 21 |  $AVGO | Broadcom Inc. | $3.6M | 0.9% | +3% | 84.5 |
| 22 |  $HD | HOME DEPOT, INC. | $3.6M | 0.9% | +0% | 60.3 |
| 23 |  $TRGP | Targa Resources Corp. | $2.9M | 0.7% | -13% | 63.3 |
| 24 |  $TJX | TJX COMPANIES INC /DE/ | $2.7M | 0.7% | -1% | 68.7 |
| 25 |  $PFE | PFIZER INC | $2.6M | 0.6% | -4% | 62 |
| 26 |  $TXN | TEXAS INSTRUMENTS INC | $2.4M | 0.6% | -2% | 73.4 |
| 27 |  $GEHC | GE HealthCare Technologies Inc. | $2.4M | 0.6% | +32% | 55.7 |
| 28 |  $T | AT&T INC. | $2.3M | 0.6% | +13% | 65.7 |
| 29 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.3M | 0.6% | -11% | 67.6 |
| 30 |  $LMT | LOCKHEED MARTIN CORP | $2.2M | 0.5% | +2% | 65.6 |
| 31 |  $Q | Qnity Electronics, Inc. | $2.1M | 0.5% | -5% | 68.4 |
| 32 |  $V | VISA INC. | $2.1M | 0.5% | +5% | 82.9 |
| 33 |  $GOOGL | Alphabet Inc. | $2.1M | 0.5% | -16% | 78.2 |
| 34 |  $R | RYDER SYSTEM INC | $2.0M | 0.5% | -5% | 57.8 |
| 35 |  $TT | Trane Technologies plc | $2.0M | 0.5% | +5% | — |
| 36 |  $C | CITIGROUP INC | $1.9M | 0.5% | -22% | 65 |
| 37 |  $LUV | SOUTHWEST AIRLINES CO | $1.9M | 0.5% | +12% | 55.9 |
| 38 |  $BKH | BLACK HILLS CORP /SD/ | $1.9M | 0.5% | -2% | 53.3 |
| 39 |  $ANET | Arista Networks, Inc. | $1.8M | 0.5% | -1% | 81.9 |
| 40 |  $KVUE | Kenvue Inc. | $1.8M | 0.5% | -1% | 60.3 |
| 41 |  $ETN | Eaton Corp plc | $1.8M | 0.5% | -2% | — |
| 42 |  $BA | BOEING CO | $1.8M | 0.5% | +3% | 61.6 |
| 43 |  $CAH | CARDINAL HEALTH INC | $1.7M | 0.4% | -3% | 62.4 |
| 44 |  $SYY | SYSCO CORP | $1.7M | 0.4% | +2% | 54.7 |
| 45 |  $MS | MORGAN STANLEY | $1.7M | 0.4% | -15% | 75.8 |
| 46 |  $TGT | TARGET CORP | $1.7M | 0.4% | -9% | 60.7 |
| 47 |  $WMB | WILLIAMS COMPANIES, INC. | $1.7M | 0.4% | -5% | 64.3 |
| 48 |  $BBY | BEST BUY CO INC | $1.6M | 0.4% | +4% | 60.2 |
| 49 |  $OKE | ONEOK INC /NEW/ | $1.6M | 0.4% | -4% | 71.7 |
| 50 |  $GE | GENERAL ELECTRIC CO | $1.6M | 0.4% | +15% | 73.8 |
| 51 |  $VLO | VALERO ENERGY CORP/TX | $1.6M | 0.4% | -29% | 57.8 |
| 52 |  $IVZ | Invesco Ltd. | $1.5M | 0.4% | +0% | — |
| 53 |  $MPC | Marathon Petroleum Corp | $1.5M | 0.4% | -8% | 61 |
| 54 |  $SYF | Synchrony Financial | $1.5M | 0.4% | +1% | 64 |
| 55 |  $LIN | LINDE PLC | $1.5M | 0.4% | +5% | — |
| 56 |  $TSLA | Tesla, Inc. | $1.4M | 0.3% | -0% | 53.9 |
| 57 |  $UNP | UNION PACIFIC CORP | $1.4M | 0.3% | +5% | 69.7 |
| 58 |  $FDX | FEDEX CORP | $1.3M | 0.3% | -19% | 60.3 |
| 59 |  $DD | DuPont de Nemours, Inc. | $1.3M | 0.3% | -69% | 47 |
| 60 |  $PH | Parker-Hannifin Corp | $1.3M | 0.3% | +5% | 65.8 |
| 61 |  $COR | Cencora, Inc. | $1.3M | 0.3% | -2% | 61.1 |
| 62 |  $MCD | MCDONALDS CORP | $1.3M | 0.3% | -1% | 69 |
| 63 |  $PM | Philip Morris International Inc. | $1.2M | 0.3% | +13% | 75.9 |
| 64 |  $MLI | MUELLER INDUSTRIES INC | $1.2M | 0.3% | +4% | 68.7 |
| 65 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.3% | +0% | 79.8 |
| 66 |  $WEC | WEC ENERGY GROUP, INC. | $1.2M | 0.3% | +5% | 60.1 |
| 67 |  $KR | KROGER CO | $1.2M | 0.3% | -3% | 52.6 |
| 68 |  $WM | WASTE MANAGEMENT INC | $1.1M | 0.3% | +5% | 67.6 |
| 69 |  $LLY | ELI LILLY & Co | $1.1M | 0.3% | +9% | 87.5 |
| 70 |  $HON | HONEYWELL INTERNATIONAL INC | $1.1M | 0.3% | -21% | 65 |
| 71 |  $LOW | LOWES COMPANIES INC | $1.1M | 0.3% | -3% | 60.8 |
| 72 |  $HONA | Honeywell Aerospace Inc. | $1.1M | 0.3% | NEW | — |
| 73 |  $GSK | GSK plc | $1.1M | 0.3% | +45% | — |
| 74 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.3% | NEW | — |
| 75 |  $WELL | WELLTOWER INC. | $1.0M | 0.3% | +5% | 59.8 |
| 76 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.3% | -9% | 73.5 |
| 77 |  $CRH | CRH PUBLIC LTD CO | $960,540 | 0.2% | +4% | — |
| 78 |  $PEP | PEPSICO INC | $919,503 | 0.2% | +13% | 63.4 |
| 79 |  $CEG | Constellation Energy Corp | $851,169 | 0.2% | +3% | 59.4 |
| 80 |  $CME | CME GROUP INC. | $802,275 | 0.2% | +3% | 69.5 |
| 81 |  $BLK | BlackRock, Inc. | $797,132 | 0.2% | +5% | 70 |
| 82 |  $MCK | MCKESSON CORP | $746,567 | 0.2% | +9% | 63.4 |
| 83 |  $DOW | DOW INC. | $717,050 | 0.2% | -31% | 40.2 |
| 84 |  $O | REALTY INCOME CORP | $678,769 | 0.2% | +5% | 73.7 |
| 85 |  $SOLV | Solventum Corp | $662,492 | 0.2% | -12% | 55.2 |
| 86 |  $TMUS | T-Mobile US, Inc. | $644,584 | 0.2% | -14% | 69.1 |
| 87 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $641,512 | 0.2% | +4% | 66.2 |
| 88 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $553,984 | 0.1% | NEW | 70 |
| 89 | — | NUSHARES ETF TR - NUVE PFD INC ETF | $547,455 | 0.1% | +5% | — |
| 90 |  $PLTR | Palantir Technologies Inc. | $481,615 | 0.1% | NEW | 84.6 |
| 91 |  $BYD | BOYD GAMING CORP | $463,733 | 0.1% | -13% | 61.4 |
| 92 |  $MU | MICRON TECHNOLOGY INC | $391,305 | 0.1% | NEW | 86.2 |
| 93 |  $GD | GENERAL DYNAMICS CORP | $357,428 | 0.1% | +0% | 68.7 |
| 94 |  $ORCL | ORACLE CORP | $348,648 | 0.1% | -3% | 66.2 |
| 95 |  $GEV | GE Vernova Inc. | $338,364 | 0.1% | -25% | 81.1 |
| 96 |  $FDXF | FedEx Freight Holding Company, Inc. | $318,610 | 0.1% | NEW | — |
| 97 |  $KO | COCA COLA CO | $294,398 | 0.1% | +0% | 69.5 |
| 98 |  $INTC | INTEL CORP | $279,260 | 0.1% | NEW | 45.6 |
| 99 |  $META | Meta Platforms, Inc. | $235,453 | 0.1% | -2% | 79.6 |
| 100 |  $SWX | Southwest Gas Holdings, Inc. | $235,002 | 0.1% | -46% | 44.5 |
| 101 |  $AXP | AMERICAN EXPRESS CO | $221,555 | 0.1% | -35% | 69.4 |
| 102 |  $WFC | WELLS FARGO & COMPANY/MN | $206,600 | 0.1% | NEW | 61.8 |
| 103 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $202,705 | 0.1% | NEW | 67.5 |
| 104 |  $VIVO | VivoPower PLC | $72,380 | 0.0% | NEW | — |
New Positions (10)
$HONA Honeywell Aerospace Inc.$1.1M$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.1M$IBM INTERNATIONAL BUSINESS MACHINES CORP$553,984$PLTR Palantir Technologies Inc.$481,615$MU MICRON TECHNOLOGY INC$391,305$FDXF FedEx Freight Holding Company, Inc.$318,610$INTC INTEL CORP$279,260$WFC WELLS FARGO & COMPANY/MN$206,600$WAL WESTERN ALLIANCE BANCORPORATION$202,705$VIVO VivoPower PLC$72,380
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