# Buckley Wealth Management, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1730126. Source: https://holderbook.com/funds/1730126-buckley-wealth-management-llc/

- Reported value: $404.3M
- Positions: 104
- Weight of the ten largest: 55.4%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $44.5M | 153,840 | 11.0% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $30.5M | 85,383 | 7.5% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $26.9M | 72,104 | 6.7% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $22.9M | 45,696 | 5.7% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $19.6M | 59,992 | 4.9% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $19.4M | 116,907 | 4.8% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $18.8M | 78,986 | 4.7% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $14.9M | 58,848 | 3.7% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $13.7M | 116,433 | 3.4% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $12.8M | 13,669 | 3.2% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $11.9M | 32,852 | 2.9% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $9.2M | 62,413 | 2.3% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $8.6M | 66,283 | 2.1% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $8.5M | 8,020 | 2.1% | 24 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $7.4M | 84,577 | 1.8% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $6.8M | 33,763 | 1.7% | 19 |
| IDACORP INC | [IDA](https://holderbook.com/stocks/IDA/) | $5.7M | 37,605 | 1.4% | 22 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $4.4M | 26,917 | 1.1% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.1M | 16,289 | 1.0% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $3.7M | 8,432 | 0.9% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.6M | 9,635 | 0.9% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.6M | 10,270 | 0.9% | 31 |
| TARGA RES CORP | [TRGP](https://holderbook.com/stocks/TRGP/) | $2.9M | 10,845 | 0.7% | 9 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $2.7M | 17,889 | 0.7% | 31 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $2.6M | 106,075 | 0.6% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $2.4M | 7,922 | 0.6% | 31 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $2.4M | 36,880 | 0.6% | 2 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $2.3M | 112,438 | 0.6% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.3M | 40,416 | 0.6% | 31 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $2.2M | 4,320 | 0.5% | 31 |
| QNITY ELECTRONICS INC | [Q](https://holderbook.com/stocks/Q/) | $2.1M | 12,861 | 0.5% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.1M | 6,114 | 0.5% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.1M | 5,849 | 0.5% | 31 |
| RYDER SYS INC | [R](https://holderbook.com/stocks/R/) | $2.0M | 7,684 | 0.5% | 31 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $2.0M | 4,106 | 0.5% | 26 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.9M | 13,545 | 0.5% | 10 |
| SOUTHWEST AIRLS CO | [LUV](https://holderbook.com/stocks/LUV/) | $1.9M | 36,625 | 0.5% | 2 |
| BLACK HILLS CORP | [BKH](https://holderbook.com/stocks/BKH/) | $1.9M | 25,031 | 0.5% | 5 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $1.8M | 10,750 | 0.5% | 6 |
| KENVUE INC | [KVUE](https://holderbook.com/stocks/KVUE/) | $1.8M | 95,104 | 0.4% | 4 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $1.8M | 4,249 | 0.4% | 11 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $1.8M | 8,335 | 0.4% | 5 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $1.7M | 7,202 | 0.4% | 31 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $1.7M | 20,294 | 0.4% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.7M | 8,040 | 0.4% | 31 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $1.7M | 12,834 | 0.4% | 31 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $1.7M | 22,265 | 0.4% | 17 |
| BEST BUY INC | [BBY](https://holderbook.com/stocks/BBY/) | $1.6M | 21,025 | 0.4% | 8 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $1.6M | 18,554 | 0.4% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.6M | 4,291 | 0.4% | 12 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $1.6M | 6,024 | 0.4% | 18 |
| INVESCO LTD | [IVZ](https://holderbook.com/stocks/IVZ/) | $1.5M | 57,185 | 0.4% | 3 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $1.5M | 5,800 | 0.4% | 31 |
| SYNCHRONY FINANCIAL | [SYF](https://holderbook.com/stocks/SYF/) | $1.5M | 19,409 | 0.4% | 6 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $1.5M | 2,799 | 0.4% | 14 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.4M | 3,337 | 0.3% | 23 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.4M | 5,054 | 0.3% | 31 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $1.3M | 4,245 | 0.3% | 14 |
| DUPONT DE NEMOURS INC | - | $1.3M | 9,731 | 0.3% | 1 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $1.3M | 1,315 | 0.3% | 8 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $1.3M | 4,454 | 0.3% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.3M | 4,650 | 0.3% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $1.2M | 6,877 | 0.3% | 31 |
| MUELLER INDS INC | [MLI](https://holderbook.com/stocks/MLI/) | $1.2M | 9,980 | 0.3% | 5 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.2M | 2,100 | 0.3% | 5 |
| WEC ENERGY GROUP INC | [WEC](https://holderbook.com/stocks/WEC/) | $1.2M | 10,409 | 0.3% | 31 |
| KROGER CO | [KR](https://holderbook.com/stocks/KR/) | $1.2M | 21,679 | 0.3% | 10 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $1.1M | 5,126 | 0.3% | 6 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.1M | 943 | 0.3% | 10 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $1.1M | 5,041 | 0.3% | 1 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $1.1M | 5,082 | 0.3% | 31 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $1.1M | 5,041 | 0.3% | 1 |
| GSK PLC | [GSK](https://holderbook.com/stocks/GSK/) | $1.1M | 21,069 | 0.3% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.1M | 2,283 | 0.3% | 1 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $1.0M | 4,574 | 0.3% | 3 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.0M | 1,007 | 0.3% | 29 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $960.5K | 8,978 | 0.2% | 10 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $919.5K | 6,792 | 0.2% | 31 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $851.2K | 3,427 | 0.2% | 10 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $802.3K | 3,634 | 0.2% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $797.1K | 830 | 0.2% | 7 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $746.6K | 987 | 0.2% | 11 |
| DOW HLDGS INC | [DOW](https://holderbook.com/stocks/DOW/) | $717.0K | 26,208 | 0.2% | 29 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $678.8K | 10,956 | 0.2% | 19 |
| SOLVENTUM CORP | [SOLV](https://holderbook.com/stocks/SOLV/) | $662.5K | 8,587 | 0.2% | 9 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $644.6K | 3,844 | 0.2% | 11 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $641.5K | 3,849 | 0.2% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $554.0K | 1,970 | 0.1% | 1 |
| NUSHARES ETF TR | [NPFI](https://holderbook.com/stocks/NPFI/) | $547.5K | 20,936 | 0.1% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $481.6K | 4,128 | 0.1% | 1 |
| BOYD GAMING CORP | [BYD](https://holderbook.com/stocks/BYD/) | $463.7K | 5,250 | 0.1% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $391.3K | 339 | 0.1% | 1 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $357.4K | 1,009 | 0.1% | 11 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $348.6K | 2,379 | 0.1% | 19 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $338.4K | 288 | 0.1% | 5 |
| FEDEX FGHT HLDG CO INC | - | $318.6K | 2,110 | 0.1% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $294.4K | 3,599 | 0.1% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $279.3K | 2,000 | 0.1% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $235.5K | 418 | 0.1% | 10 |
| SOUTHWEST GAS HLDGS INC | [SWX](https://holderbook.com/stocks/SWX/) | $235.0K | 2,650 | 0.1% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.8% | +14.8% | -7.0% | 100% |
| Q1 2026 | +1.6% | -4.6% | +6.3% | 100% |
| Q4 2025 | +3.3% | +2.4% | +1.0% | 100% |
| Q3 2025 | +9.1% | +7.8% | +1.3% | 100% |
| Q2 2025 | +3.5% | +10.5% | -6.9% | 100% |
| Q1 2025 | -0.7% | -4.6% | +3.9% | 100% |
| Q4 2024 | +0.2% | +2.1% | -1.9% | 100% |
| Q3 2024 | +4.3% | +5.4% | -1.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $404.3M | 104 |
| Q1 2026 | $391.8M | 103 |
| Q4 2025 | $377.2M | 103 |
| Q3 2025 | $365.2M | 102 |
| Q2 2025 | $334.1M | 108 |
| Q1 2025 | $321.5M | 96 |
| Q4 2024 | $326.6M | 101 |
| Q3 2024 | $324.6M | 97 |
| Q2 2024 | $315.5M | 101 |
| Q1 2024 | $311.9M | 105 |
| Q4 2023 | $288.1M | 101 |
| Q3 2023 | $267.3M | 96 |