Buckley Wealth Management, LLC

CIK 1730126 · View on SEC EDGAR ↗

Portfolio value
$404.3M
#4,338 of 9,443 by 13F value · top 45.9%
Positions
104
As of
June 30, 2026

Portfolio value QoQ: +3.2% 13F does not disclose cash

Top 10 holdings weight
55.41%
Top 25 holdings weight
76.57%
Positions above 1%
19
Effective number of positions
24.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.73% Est. buys $14,860,117 · sells $33,572,875

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 77.6% still held

New positions
12
Increased
40
Decreased
48
Closed
11
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+32.1%
S&P 500 total return (same window)
+28.1%
Excess return
+4.0%

Annualized: +20.4% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 94.2% · Options excluded: 0.0%

Sector breakdown

Technology
23.3%
Healthcare
12.6%
Retail
11.2%
Communication Services
8.1%
Industrials
8.1%
Energy
7.1%
Financials
6.2%
Utilities
4.3%
Communications
3.8%
Consumer products
2.7%
Financial Services
2.4%
Consumer Discretionary
0.8%
Telecommunication
0.7%
Consumer Staples
0.6%
Materials
0.5%
Real Estate
0.4%
Logistics & Transportation
0.3%
Other/Unmapped
6.8%

Full portfolio 104 positions

Type Streak 8Q trend
AAPL Apple Inc. - Common Stock $44,514,780 11.01% 153,840 $5,096,155 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $30,513,472 7.55% 85,383 $6,138,618 Up ×1
MSFT Microsoft Corporation - Common Stock $26,895,677 6.65% 72,104 $1,059,451 Up ×2
BRKB $22,865,332 5.66% 45,696 $1,728,801 Up ×5
JPM JP Morgan Chase & Co. Common Stock $19,636,880 4.86% 59,992 $1,959,033 Down ×1
CVX Chevron Corporation Common Stock $19,378,572 4.79% 116,907 $-5,062,409 Down ×2
AMZN Amazon.com, Inc. - Common Stock $18,825,532 4.66% 78,986 $2,301,186 Down ×1
JNJ Johnson & Johnson Common Stock $14,945,484 3.70% 58,848 $492,871 Down ×4
CSCO Cisco Systems, Inc. - Common Stock $13,676,223 3.38% 116,433 $4,017,736 Down ×6
COST Costco Wholesale Corporation - Common Stock $12,784,350 3.16% 13,669 $-1,397,070 Down ×1
AMGN Amgen Inc. - Common Stock $11,896,363 2.94% 32,852 $249,404 Down ×2
PG Procter & Gamble Company (The) Common Stock $9,152,280 2.26% 62,413 $449,295 Up ×5
MRK Merck & Company, Inc. Common Stock (new) $8,573,898 2.12% 66,283 $1,965,348 Up ×1
CAT Caterpillar, Inc. Common Stock $8,540,498 2.11% 8,020 $2,203,322 Down ×4
NEE NextEra Energy, Inc. Common Stock $7,423,312 1.84% 84,577 $210,460 Up ×2
NVDA NVIDIA Corporation - Common Stock $6,755,654 1.67% 33,763 $1,028,397 Up ×3
IDA IDACORP, Inc. Common Stock $5,689,637 1.41% 37,605 $284,654 Down ×1
MMM 3M Company Common Stock $4,358,133 1.08% 26,917 $485,282 Up ×1
ABBV AbbVie Inc. Common Stock $4,098,966 1.01% 16,289 $536,694 Down ×1
LRCX Lam Research Corporation - Common Stock $3,655,604 0.90% 8,432 $1,652,219 Down ×1
AVGO Broadcom Inc. - Common Stock $3,639,559 0.90% 9,635 $755,605 Up ×2
HD Home Depot, Inc. (The) Common Stock $3,622,023 0.90% 10,270 $244,318
TRGP Targa Resources, Inc. Common Stock $2,907,979 0.72% 10,845 $-227,155 Down ×1
TJX TJX Companies, Inc. (The) Common Stock $2,710,221 0.67% 17,889 $-174,621 Down ×5
PFE Pfizer, Inc. Common Stock $2,554,286 0.63% 106,075 $-534,795 Down ×2
TXN Texas Instruments Incorporated - Common Stock $2,361,313 0.58% 7,922 $787,416 Down ×1
GEHC GE HealthCare Technologies Inc. - Common Stock $2,360,691 0.58% 36,880 $375,764 Up ×1
T AT&T Inc. $2,327,467 0.58% 112,438 $-563,939 Up ×1
BAC Bank of America Corporation Common Stock $2,302,932 0.57% 40,416 $83,605 Down ×4
LMT Lockheed Martin Corporation Common Stock $2,200,868 0.54% 4,320 $-349,660 Up ×4
Q Qnity Electronics, Inc. Common Stock $2,100,347 0.52% 12,861 $534,407 Down ×2
V Visa Inc. $2,097,309 0.52% 6,114 $340,688 Up ×2
GOOG Alphabet Inc. - Class C Capital Stock $2,066,628 0.51% 5,849 $76,107 Down ×3
R Ryder System, Inc. Common Stock $2,026,810 0.50% 7,684 $373,982 Down ×6
TT Trane Technologies plc $2,016,700 0.50% 4,106 $379,325 Up ×2
C Citigroup, Inc. Common Stock $1,895,759 0.47% 13,545 $-67,825 Down ×6
LUV Southwest Airlines Company Common Stock $1,889,850 0.47% 36,625 $650,318 Up ×1
BKH Black Hills Corporation Common Stock $1,862,324 0.46% 25,031 $90,200 Down ×2
ANET Arista Networks, Inc. Common Stock $1,826,208 0.45% 10,750 $498,336 Down ×1
KVUE Kenvue Inc. Common Stock $1,817,437 0.45% 95,104 $160,604 Down ×1
ETN Eaton Corporation, PLC Ordinary Shares $1,810,582 0.45% 4,249 $256,864 Down ×1
BA Boeing Company (The) Common Stock $1,804,280 0.45% 8,335 $195,124 Up ×4
CAH Cardinal Health, Inc. Common Stock $1,710,873 0.42% 7,202 $138,333 Down ×2
SYY Sysco Corporation Common Stock $1,696,198 0.42% 20,294 $281,415 Up ×4
MS Morgan Stanley Common Stock $1,680,475 0.42% 8,040 $117,721 Down ×1
TGT Target Corporation Common Stock $1,676,253 0.41% 12,834 $-34,363 Down ×2
WMB Williams Companies, Inc. (The) Common Stock $1,655,179 0.41% 22,265 $-54,064 Down ×1
BBY Best Buy Co., Inc. Common Stock $1,615,562 0.40% 21,025 $303,895 Up ×4
OKE ONEOK, Inc. Common Stock $1,613,087 0.40% 18,554 $-129,998 Down ×1
GE GE Aerospace Common Stock $1,603,680 0.40% 4,291 $543,185 Up ×1
VLO Valero Energy Corporation Common Stock $1,568,893 0.39% 6,024 $-523,628 Down ×5
IVZ Invesco Ltd Common Stock $1,509,114 0.37% 57,185 $125,555 Up ×1
MPC Marathon Petroleum Corporation Common Stock $1,482,886 0.37% 5,800 $-55,448 Down ×1
SYF Synchrony Financial Common Stock $1,476,060 0.37% 19,409 $169,803 Up ×1
LIN Linde plc - Ordinary Shares $1,451,994 0.36% 2,799 $131,784 Up ×2
TSLA Tesla, Inc. - Common Stock $1,403,542 0.35% 3,337 $158,923 Down ×1
UNP Union Pacific Corporation Common Stock $1,374,688 0.34% 5,054 $205,502 Up ×3
FDX FedEx Corporation Common Stock $1,334,426 0.33% 4,245 $-534,190 Down ×2
Unknown issuer (CUSIP: 26614N201) $1,319,905 0.33% 9,731 Up ×1
PH Parker-Hannifin Corporation Common Stock $1,285,250 0.32% 1,315 $164,413 Up ×2
COR Cencora, Inc. Common Stock $1,260,394 0.31% 4,454 $-160,779 Down ×5
MCD McDonald's Corporation Common Stock $1,256,992 0.31% 4,650 $-206,890 Down ×1
PM Philip Morris International Inc Common Stock $1,243,939 0.31% 6,877 $224,449 Up ×2
MLI Mueller Industries, Inc. Common Stock $1,226,716 0.30% 9,980 $167,911 Up ×2
AMD Advanced Micro Devices, Inc. - Common Stock $1,219,912 0.30% 2,100 $792,708
WEC WEC Energy Group, Inc. Common Stock $1,215,342 0.30% 10,409 $69,220 Up ×3
KR Kroger Company (The) Common Stock $1,203,833 0.30% 21,679 $-410,086 Down ×2
WM Waste Management, Inc. Common Stock $1,142,261 0.28% 5,126 $15,371 Up ×2
LLY Eli Lilly and Company Common Stock $1,129,862 0.28% 943 $335,181 Up ×2
Unknown issuer (CUSIP: 438516205) $1,128,697 0.28% 5,041 Up ×1
LOW Lowe's Companies, Inc. Common Stock $1,120,318 0.28% 5,082 $-115,898 Down ×1
Unknown issuer (CUSIP: 43849R105) $1,114,461 0.28% 5,041 Up ×1
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) $1,113,634 0.28% 21,069 $302,112 Up ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1,092,400 0.27% 2,283 Up ×1
WELL Welltower Inc. Common Stock $1,038,160 0.26% 4,574 $177,135 Up ×2
GS Goldman Sachs Group, Inc. (The) Common Stock $1,018,450 0.25% 1,007 $81,939 Down ×1
CRH CRH PLC Ordinary Shares $960,540 0.24% 8,978 $49,498 Up ×1
PEP PepsiCo, Inc. - Common Stock $919,503 0.23% 6,792 $-14,879 Up ×2
CEG Constellation Energy Corporation - Common Stock When-Issued $851,169 0.21% 3,427 $-74,271 Up ×2
CME CME Group Inc. - Class A Common Stock $802,275 0.20% 3,634 $-237,362 Up ×2
BLK BlackRock, Inc. Common Stock $797,132 0.20% 830 $39,303 Up ×3
MCK McKesson Corporation Common Stock $746,567 0.18% 987 $-39,050 Up ×2
DOW Dow Inc. Common Stock $717,050 0.18% 26,208 $-861,819 Down ×5
O Realty Income Corporation Common Stock $678,769 0.17% 10,956 $37,719 Up ×2
SOLV Solventum Corporation Common Stock $662,492 0.16% 8,587 $28,293 Down ×1
TMUS T-Mobile US, Inc. - Common Stock $644,584 0.16% 3,844 $-291,102 Down ×1
MRSH Marsh Common Stock $641,512 0.16% 3,849 $-3,033 Up ×2
IBM International Business Machines Corporation Common Stock $553,984 0.14% 1,970 Up ×1
NPFI Nuveen Preferred and Income ETF $547,455 0.14% 20,936 $33,766 Up ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $481,615 0.12% 4,128 Up ×1
BYD Boyd Gaming Corporation Common Stock $463,733 0.11% 5,250 $-30,547 Down ×1
MU Micron Technology, Inc. - Common Stock $391,305 0.10% 339 Up ×1
GD General Dynamics Corporation Common Stock $357,428 0.09% 1,009 $11,119
ORCL Oracle Corporation Common Stock $348,648 0.09% 2,379 $-11,184 Down ×2
GEV GE Vernova Inc. Common Stock $338,364 0.08% 288 $1,237 Down ×4
Unknown issuer (CUSIP: 314352105) $318,610 0.08% 2,110 Up ×1
KO Coca-Cola Company (The) Common Stock $294,398 0.07% 3,599 $18,787
INTC Intel Corporation - Common Stock $279,260 0.07% 2,000
META Meta Platforms, Inc. - Class A Common Stock $235,453 0.06% 418 $-9,418 Down ×2
SWX Southwest Gas Holdings, Inc. Common Stock (DE) $235,002 0.06% 2,650 $-190,808 Down ×4

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
BRKB $22,865,332 5.66% up ×5
PG $9,152,280 2.26% up ×5
NVDA $6,755,654 1.67% up ×3
LMT $2,200,868 0.54% up ×4
BA $1,804,280 0.45% up ×4
SYY $1,696,198 0.42% up ×4
BBY $1,615,562 0.40% up ×4
UNP $1,374,688 0.34% up ×3
WEC $1,215,342 0.30% up ×3
BLK $797,132 0.20% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 26614N201) $1,319,905 9,731 0.33%
Unknown issuer (CUSIP: 438516205) $1,128,697 5,041 0.28%
Unknown issuer (CUSIP: 43849R105) $1,114,461 5,041 0.28%
TSM $1,092,400 2,283 0.27%
IBM $553,984 1,970 0.14%
PLTR $481,615 4,128 0.12%
MU $391,305 339 0.10%
Unknown issuer (CUSIP: 314352105) $318,610 2,110 0.08%
INTC $279,260 2,000 0.07%
WFC $206,600 2,500 0.05%
WAL $202,705 2,466 0.05%
VVPR $72,380 14,000 0.02%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GOOGL Bought more +619 +$6.1M
AAPL Trimmed -1K +$5.1M
CVX Trimmed -1K -$5.1M
CSCO Trimmed -8K +$4.0M
AMZN Trimmed -355 +$2.3M
CAT Trimmed -925 +$2.2M
MRK Bought more +12K +$2.0M
JPM Trimmed -103 +$2.0M
BRKB Bought more +2K +$1.7M
LRCX Trimmed -932 +$1.7M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
XOM June 30, 2026 106,628 $18,090,599 21.7%
HON June 30, 2026 6,414 $1,449,756 -1.9%
DD June 30, 2026 31,491 $1,442,287 3.3%
PGR Dec. 31, 2025 5,495 $1,356,990 -3.4%
MA June 30, 2026 2,559 $1,278,659 12.0%
QCOM March 31, 2025 7,290 $1,119,890 4.8%
PYPL Dec. 31, 2025 15,925 $1,067,931 6.6%
UNH March 31, 2026 2,953 $974,815 43.1%
MDT June 30, 2026 10,346 $903,973 17.7%
ELV Sept. 30, 2025 2,318 $901,609 23.7%
FERG June 30, 2025 5,112 $819,096 9.9%
ACN Sept. 30, 2025 2,645 $790,564 -26.0%
CRBG Dec. 31, 2025 21,522 $689,780 6.0%
MDLZ March 31, 2025 10,512 $627,882 -5.5%
EXR Dec. 31, 2025 3,783 $533,176 13.2%
EMR June 30, 2026 2,222 $291,126 9.0%
GEV March 31, 2025 867 $285,182 217.8%
RNR June 30, 2026 926 $275,234 1.9%
BSX March 31, 2026 2,737 $260,973 -21.2%
FBTC Sept. 30, 2025 2,610 $245,314 No longer tracked
AGYS June 30, 2026 3,408 $242,445 7.5%
ASML Sept. 30, 2025 299 $239,616 81.2%
INTC Dec. 31, 2025 7,100 $238,205 149.1%
WFC March 31, 2026 2,500 $233,000 6.3%
STC Sept. 30, 2025 3,500 $227,850 -5.5%
EMR March 31, 2025 1,809 $224,189 42.3%
AMD March 31, 2025 1,850 $223,462 358.2%
STZ March 31, 2025 1,000 $221,000 -26.8%
SLB March 31, 2026 5,648 $216,770 4.7%
NEM June 30, 2026 2,000 $216,500 40.1%
WAL March 31, 2025 2,582 $215,700 3.8%
PEG June 30, 2026 2,661 $215,410 -8.5%
FBTC March 31, 2025 2,610 $212,924 No longer tracked
ASML March 31, 2026 199 $212,902 32.8%
RRR Sept. 30, 2025 4,050 $210,722 -0.1%
WAL March 31, 2026 2,466 $207,317 12.6%
B June 30, 2026 5,000 $203,950 28.5%
CMCSA March 31, 2025 5,346 $200,635 -28.3%
ECAT Sept. 30, 2025 10,000 $160,600 -7.3%