Buckley Wealth Management, LLC
CIK 1730126 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $404.3M
- Posisi
- 104
- Per tanggal
- 30 Juni 2026
#4.338 dari 9.443 berdasarkan nilai 13F · top 45.9%
Nilai portofolio QoQ: +3.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 55,41%
- Bobot 25 kepemilikan teratas
- 76,57%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 24,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,73% Perkiraan pembelian $14.860.117 · penjualan $33.572.875
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 77,6% masih dipegang
- Posisi baru
- 12
- Meningkat
- 40
- Menurun
- 48
- Tertutup
- 11
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +20.4% · S&P 500: +18.0%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 94,2% · Opsi dikecualikan: 0,0%
Rincian sektor
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%
Lainnya/Tidak terpetakan
6,8%
Portofolio lengkap 104 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $44.514.780 | 11,01% | 153.840 | $5.096.155 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $30.513.472 | 7,55% | 85.383 | $6.138.618 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $26.895.677 | 6,65% | 72.104 | $1.059.451 | Naik ×2 | ||
| BRKB | $22.865.332 | 5,66% | 45.696 | $1.728.801 | Naik ×5 | ||
| JPM JP Morgan Chase & Co. Common Stock | $19.636.880 | 4,86% | 59.992 | $1.959.033 | Turun ×1 | ||
| CVX Chevron Corporation Common Stock | $19.378.572 | 4,79% | 116.907 | $-5.062.409 | Turun ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $18.825.532 | 4,66% | 78.986 | $2.301.186 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $14.945.484 | 3,70% | 58.848 | $492.871 | Turun ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $13.676.223 | 3,38% | 116.433 | $4.017.736 | Turun ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $12.784.350 | 3,16% | 13.669 | $-1.397.070 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $11.896.363 | 2,94% | 32.852 | $249.404 | Turun ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $9.152.280 | 2,26% | 62.413 | $449.295 | Naik ×5 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $8.573.898 | 2,12% | 66.283 | $1.965.348 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $8.540.498 | 2,11% | 8.020 | $2.203.322 | Turun ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $7.423.312 | 1,84% | 84.577 | $210.460 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $6.755.654 | 1,67% | 33.763 | $1.028.397 | Naik ×3 | ||
| IDA IDACORP, Inc. Common Stock | $5.689.637 | 1,41% | 37.605 | $284.654 | Turun ×1 | ||
| MMM 3M Company Common Stock | $4.358.133 | 1,08% | 26.917 | $485.282 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $4.098.966 | 1,01% | 16.289 | $536.694 | Turun ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $3.655.604 | 0,90% | 8.432 | $1.652.219 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3.639.559 | 0,90% | 9.635 | $755.605 | Naik ×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 | Turun ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $2.710.221 | 0,67% | 17.889 | $-174.621 | Turun ×5 | ||
| PFE Pfizer, Inc. Common Stock | $2.554.286 | 0,63% | 106.075 | $-534.795 | Turun ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $2.361.313 | 0,58% | 7.922 | $787.416 | Turun ×1 | ||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $2.360.691 | 0,58% | 36.880 | $375.764 | Naik ×1 | ||
| T AT&T Inc. | $2.327.467 | 0,58% | 112.438 | $-563.939 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $2.302.932 | 0,57% | 40.416 | $83.605 | Turun ×4 | ||
| LMT Lockheed Martin Corporation Common Stock | $2.200.868 | 0,54% | 4.320 | $-349.660 | Naik ×4 | ||
| Q Qnity Electronics, Inc. Common Stock | $2.100.347 | 0,52% | 12.861 | $534.407 | Turun ×2 | ||
| V Visa Inc. | $2.097.309 | 0,52% | 6.114 | $340.688 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.066.628 | 0,51% | 5.849 | $76.107 | Turun ×3 | ||
| R Ryder System, Inc. Common Stock | $2.026.810 | 0,50% | 7.684 | $373.982 | Turun ×6 | ||
| TT Trane Technologies plc | $2.016.700 | 0,50% | 4.106 | $379.325 | Naik ×2 | ||
| C Citigroup, Inc. Common Stock | $1.895.759 | 0,47% | 13.545 | $-67.825 | Turun ×6 | ||
| LUV Southwest Airlines Company Common Stock | $1.889.850 | 0,47% | 36.625 | $650.318 | Naik ×1 | ||
| BKH Black Hills Corporation Common Stock | $1.862.324 | 0,46% | 25.031 | $90.200 | Turun ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $1.826.208 | 0,45% | 10.750 | $498.336 | Turun ×1 | ||
| KVUE Kenvue Inc. Common Stock | $1.817.437 | 0,45% | 95.104 | $160.604 | Turun ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1.810.582 | 0,45% | 4.249 | $256.864 | Turun ×1 | ||
| BA Boeing Company (The) Common Stock | $1.804.280 | 0,45% | 8.335 | $195.124 | Naik ×4 | ||
| CAH Cardinal Health, Inc. Common Stock | $1.710.873 | 0,42% | 7.202 | $138.333 | Turun ×2 | ||
| SYY Sysco Corporation Common Stock | $1.696.198 | 0,42% | 20.294 | $281.415 | Naik ×4 | ||
| MS Morgan Stanley Common Stock | $1.680.475 | 0,42% | 8.040 | $117.721 | Turun ×1 | ||
| TGT Target Corporation Common Stock | $1.676.253 | 0,41% | 12.834 | $-34.363 | Turun ×2 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $1.655.179 | 0,41% | 22.265 | $-54.064 | Turun ×1 | ||
| BBY Best Buy Co., Inc. Common Stock | $1.615.562 | 0,40% | 21.025 | $303.895 | Naik ×4 | ||
| OKE ONEOK, Inc. Common Stock | $1.613.087 | 0,40% | 18.554 | $-129.998 | Turun ×1 | ||
| GE GE Aerospace Common Stock | $1.603.680 | 0,40% | 4.291 | $543.185 | Naik ×1 | ||
| VLO Valero Energy Corporation Common Stock | $1.568.893 | 0,39% | 6.024 | $-523.628 | Turun ×5 | ||
| IVZ Invesco Ltd Common Stock | $1.509.114 | 0,37% | 57.185 | $125.555 | Naik ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $1.482.886 | 0,37% | 5.800 | $-55.448 | Turun ×1 | ||
| SYF Synchrony Financial Common Stock | $1.476.060 | 0,37% | 19.409 | $169.803 | Naik ×1 | ||
| LIN Linde plc - Ordinary Shares | $1.451.994 | 0,36% | 2.799 | $131.784 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1.403.542 | 0,35% | 3.337 | $158.923 | Turun ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1.374.688 | 0,34% | 5.054 | $205.502 | Naik ×3 | ||
| FDX FedEx Corporation Common Stock | $1.334.426 | 0,33% | 4.245 | $-534.190 | Turun ×2 | ||
| Penerbit tidak dikenal (CUSIP: 26614N201) | $1.319.905 | 0,33% | 9.731 | Naik ×1 | |||
| PH Parker-Hannifin Corporation Common Stock | $1.285.250 | 0,32% | 1.315 | $164.413 | Naik ×2 | ||
| COR Cencora, Inc. Common Stock | $1.260.394 | 0,31% | 4.454 | $-160.779 | Turun ×5 | ||
| MCD McDonald's Corporation Common Stock | $1.256.992 | 0,31% | 4.650 | $-206.890 | Turun ×1 | ||
| PM Philip Morris International Inc Common Stock | $1.243.939 | 0,31% | 6.877 | $224.449 | Naik ×2 | ||
| MLI Mueller Industries, Inc. Common Stock | $1.226.716 | 0,30% | 9.980 | $167.911 | Naik ×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 | Naik ×3 | ||
| KR Kroger Company (The) Common Stock | $1.203.833 | 0,30% | 21.679 | $-410.086 | Turun ×2 | ||
| WM Waste Management, Inc. Common Stock | $1.142.261 | 0,28% | 5.126 | $15.371 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $1.129.862 | 0,28% | 943 | $335.181 | Naik ×2 | ||
| Penerbit tidak dikenal (CUSIP: 438516205) | $1.128.697 | 0,28% | 5.041 | Naik ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $1.120.318 | 0,28% | 5.082 | $-115.898 | Turun ×1 | ||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $1.114.461 | 0,28% | 5.041 | Naik ×1 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $1.113.634 | 0,28% | 21.069 | $302.112 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.092.400 | 0,27% | 2.283 | Naik ×1 | |||
| WELL Welltower Inc. Common Stock | $1.038.160 | 0,26% | 4.574 | $177.135 | Naik ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1.018.450 | 0,25% | 1.007 | $81.939 | Turun ×1 | ||
| CRH CRH PLC Ordinary Shares | $960.540 | 0,24% | 8.978 | $49.498 | Naik ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $919.503 | 0,23% | 6.792 | $-14.879 | Naik ×2 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $851.169 | 0,21% | 3.427 | $-74.271 | Naik ×2 | ||
| CME CME Group Inc. - Class A Common Stock | $802.275 | 0,20% | 3.634 | $-237.362 | Naik ×2 | ||
| BLK BlackRock, Inc. Common Stock | $797.132 | 0,20% | 830 | $39.303 | Naik ×3 | ||
| MCK McKesson Corporation Common Stock | $746.567 | 0,18% | 987 | $-39.050 | Naik ×2 | ||
| DOW Dow Inc. Common Stock | $717.050 | 0,18% | 26.208 | $-861.819 | Turun ×5 | ||
| O Realty Income Corporation Common Stock | $678.769 | 0,17% | 10.956 | $37.719 | Naik ×2 | ||
| SOLV Solventum Corporation Common Stock | $662.492 | 0,16% | 8.587 | $28.293 | Turun ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $644.584 | 0,16% | 3.844 | $-291.102 | Turun ×1 | ||
| MRSH Marsh Common Stock | $641.512 | 0,16% | 3.849 | $-3.033 | Naik ×2 | ||
| IBM International Business Machines Corporation Common Stock | $553.984 | 0,14% | 1.970 | Naik ×1 | |||
| NPFI Nuveen Preferred and Income ETF | $547.455 | 0,14% | 20.936 | $33.766 | Naik ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $481.615 | 0,12% | 4.128 | Naik ×1 | |||
| BYD Boyd Gaming Corporation Common Stock | $463.733 | 0,11% | 5.250 | $-30.547 | Turun ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $391.305 | 0,10% | 339 | Naik ×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 | Turun ×2 | ||
| GEV GE Vernova Inc. Common Stock | $338.364 | 0,08% | 288 | $1.237 | Turun ×4 | ||
| Penerbit tidak dikenal (CUSIP: 314352105) | $318.610 | 0,08% | 2.110 | Naik ×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 | Turun ×2 | ||
| SWX Southwest Gas Holdings, Inc. Common Stock (DE) | $235.002 | 0,06% | 2.650 | $-190.808 | Turun ×4 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| BRKB | $22.865.332 | 5,66% | naik ×5 |
| PG | $9.152.280 | 2,26% | naik ×5 |
| NVDA | $6.755.654 | 1,67% | naik ×3 |
| LMT | $2.200.868 | 0,54% | naik ×4 |
| BA | $1.804.280 | 0,45% | naik ×4 |
| SYY | $1.696.198 | 0,42% | naik ×4 |
| BBY | $1.615.562 | 0,40% | naik ×4 |
| UNP | $1.374.688 | 0,34% | naik ×3 |
| WEC | $1.215.342 | 0,30% | naik ×3 |
| BLK | $797.132 | 0,20% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| Penerbit tidak dikenal (CUSIP: 26614N201) | $1.319.905 | 9.731 | 0,33% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $1.128.697 | 5.041 | 0,28% |
| Penerbit tidak dikenal (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% |
| Penerbit tidak dikenal (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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| GOOGL | Beli lebih banyak | +619 | +$6.1M |
| AAPL | Dipangkas | -1K | +$5.1M |
| CVX | Dipangkas | -1K | -$5.1M |
| CSCO | Dipangkas | -8K | +$4.0M |
| AMZN | Dipangkas | -355 | +$2.3M |
| CAT | Dipangkas | -925 | +$2.2M |
| MRK | Beli lebih banyak | +12K | +$2.0M |
| JPM | Dipangkas | -103 | +$2.0M |
| BRKB | Beli lebih banyak | +2K | +$1.7M |
| LRCX | Dipangkas | -932 | +$1.7M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| XOM | 30 Juni 2026 | 106.628 | $18.090.599 | 22,5% |
| HON | 30 Juni 2026 | 6.414 | $1.449.756 | -1,2% |
| DD | 30 Juni 2026 | 31.491 | $1.442.287 | 3,0% |
| PGR | 31 Des. 2025 | 5.495 | $1.356.990 | -3,5% |
| MA | 30 Juni 2026 | 2.559 | $1.278.659 | 12,3% |
| QCOM | 31 Maret 2025 | 7.290 | $1.119.890 | 5,5% |
| PYPL | 31 Des. 2025 | 15.925 | $1.067.931 | 5,7% |
| UNH | 31 Maret 2026 | 2.953 | $974.815 | 45,0% |
| MDT | 30 Juni 2026 | 10.346 | $903.973 | 20,3% |
| ELV | 30 Sep. 2025 | 2.318 | $901.609 | 22,2% |
| FERG | 30 Juni 2025 | 5.112 | $819.096 | 10,0% |
| ACN | 30 Sep. 2025 | 2.645 | $790.564 | -25,0% |
| CRBG | 31 Des. 2025 | 21.522 | $689.780 | 6,2% |
| MDLZ | 31 Maret 2025 | 10.512 | $627.882 | -4,9% |
| EXR | 31 Des. 2025 | 3.783 | $533.176 | 13,6% |
| EMR | 30 Juni 2026 | 2.222 | $291.126 | 8,6% |
| GEV | 31 Maret 2025 | 867 | $285.182 | 218,2% |
| RNR | 30 Juni 2026 | 926 | $275.234 | 0,7% |
| BSX | 31 Maret 2026 | 2.737 | $260.973 | -18,0% |
| FBTC | 30 Sep. 2025 | 2.610 | $245.314 | Tidak lagi dilacak |
| AGYS | 30 Juni 2026 | 3.408 | $242.445 | 10,1% |
| ASML | 30 Sep. 2025 | 299 | $239.616 | 81,1% |
| INTC | 31 Des. 2025 | 7.100 | $238.205 | 146,4% |
| WFC | 31 Maret 2026 | 2.500 | $233.000 | 7,0% |
| STC | 30 Sep. 2025 | 3.500 | $227.850 | -6,6% |
| EMR | 31 Maret 2025 | 1.809 | $224.189 | 41,7% |
| AMD | 31 Maret 2025 | 1.850 | $223.462 | 353,6% |
| STZ | 31 Maret 2025 | 1.000 | $221.000 | -27,9% |
| SLB | 31 Maret 2026 | 5.648 | $216.770 | 5,3% |
| NEM | 30 Juni 2026 | 2.000 | $216.500 | 35,8% |
| WAL | 31 Maret 2025 | 2.582 | $215.700 | 4,8% |
| PEG | 30 Juni 2026 | 2.661 | $215.410 | -7,2% |
| FBTC | 31 Maret 2025 | 2.610 | $212.924 | Tidak lagi dilacak |
| ASML | 31 Maret 2026 | 199 | $212.902 | 32,7% |
| RRR | 30 Sep. 2025 | 4.050 | $210.722 | -0,1% |
| WAL | 31 Maret 2026 | 2.466 | $207.317 | 13,6% |
| B | 30 Juni 2026 | 5.000 | $203.950 | 23,7% |
| CMCSA | 31 Maret 2025 | 5.346 | $200.635 | -27,8% |
| ECAT | 30 Sep. 2025 | 10.000 | $160.600 | -7,3% |