Buckley Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Buckley Wealth Management, Llc disclosed 104 stock positions valued at approximately $404.34M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ALPHABET INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 104
- Portfolio Value
- $404.34M
Holdings by Sector
Buckley Wealth Management, Llc Portfolio Holdings in Q2 2026
97 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 11.01% | 153,840 | -1,478 | -0.95% | $44,514,780 |
| ALPHABET INC | GOOGL | Communication Services | 7.55% | 85,383 | +619 | +0.73% | $30,513,472 |
| MICROSOFT CORP | MSFT | Technology | 6.65% | 72,104 | +2,310 | +3.31% | $26,895,677 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 5.66% | 45,696 | +1,591 | +3.61% | $22,865,332 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.86% | 59,992 | -103 | -0.17% | $19,636,880 |
| CHEVRON CORPORATION | CVX | Energy | 4.79% | 116,907 | -1,222 | -1.03% | $19,378,572 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.66% | 78,986 | -355 | -0.45% | $18,825,532 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 3.70% | 58,848 | -276 | -0.47% | $14,945,484 |
| CISCO SYS INC | CSCO | Technology | 3.38% | 116,433 | -8,048 | -6.47% | $13,676,223 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.16% | 13,669 | -560 | -3.94% | $12,784,350 |
| AMGEN INC | AMGN | Healthcare | 2.94% | 32,852 | -250 | -0.76% | $11,896,363 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 2.26% | 62,413 | +2,160 | +3.58% | $9,152,280 |
| MERCK & CO INC | MRK | Healthcare | 2.12% | 66,283 | +11,730 | +21.50% | $8,573,898 |
| CATERPILLAR INC | CAT | Industrials | 2.11% | 8,020 | -925 | -10.34% | $8,540,498 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.84% | 84,577 | +6,920 | +8.91% | $7,423,312 |
| NVIDIA CORPORATION | NVDA | Technology | 1.67% | 33,763 | +925 | +2.82% | $6,755,654 |
| IDACORP INC | IDA | Utilities | 1.41% | 37,605 | -200 | -0.53% | $5,689,637 |
| 3M CO | MMM | Industrials | 1.08% | 26,917 | +250 | +0.94% | $4,358,133 |
| ABBVIE INC | ABBV | Healthcare | 1.01% | 16,289 | -90 | -0.55% | $4,098,966 |
| LAM RESEARCH CORP | LRCX | Other | 0.90% | 8,432 | -932 | -9.95% | $3,655,604 |
| BROADCOM INC | AVGO | Technology | 0.90% | 9,635 | +318 | +3.41% | $3,639,559 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.90% | 10,270 | - | - | $3,622,023 |
| TARGA RES CORP | TRGP | Energy | 0.72% | 10,845 | -1,659 | -13.27% | $2,907,979 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.67% | 17,889 | -175 | -0.97% | $2,710,221 |
| PFIZER INC | PFE | Healthcare | 0.63% | 106,075 | -3,935 | -3.58% | $2,554,286 |
| TEXAS INSTRS INC | TXN | Technology | 0.58% | 7,922 | -185 | -2.28% | $2,361,313 |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | Healthcare | 0.58% | 36,880 | +8,994 | +32.25% | $2,360,691 |
| AT&T INC | T | Communication Services | 0.58% | 112,438 | +12,700 | +12.73% | $2,327,467 |
| BANK OF AMER CORP | BAC | Financial Services | 0.57% | 40,416 | -5,108 | -11.22% | $2,302,932 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.54% | 4,320 | +100 | +2.37% | $2,200,868 |
| VISA INC | V | Financial Services | 0.52% | 6,114 | +303 | +5.21% | $2,097,309 |
| ALPHABET INC | GOOG | Communication Services | 0.51% | 5,849 | -1,090 | -15.71% | $2,066,628 |
| RYDER SYS INC | R | Industrials | 0.50% | 7,684 | -390 | -4.83% | $2,026,810 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.50% | 4,106 | +177 | +4.50% | $2,016,700 |
| CITIGROUP INC | C | Financial Services | 0.47% | 13,545 | -3,769 | -21.77% | $1,895,759 |
| SOUTHWEST AIRLS CO | LUV | Industrials | 0.47% | 36,625 | +3,790 | +11.54% | $1,889,850 |
| BLACK HILLS CORP | BKH | Utilities | 0.46% | 25,031 | -500 | -1.96% | $1,862,324 |
| ARISTA NETWORKS INC | ANET | Other | 0.45% | 10,750 | -65 | -0.60% | $1,826,208 |
| KENVUE INC | KVUE | Consumer Defensive | 0.45% | 95,104 | -1,000 | -1.04% | $1,817,437 |
| EATON CORP PLC | ETN | Other | 0.45% | 4,249 | -95 | -2.19% | $1,810,582 |
| BOEING CO | BA | Industrials | 0.45% | 8,335 | +250 | +3.09% | $1,804,280 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.42% | 7,202 | -239 | -3.21% | $1,710,873 |
| SYSCO CORP | SYY | Consumer Defensive | 0.42% | 20,294 | +460 | +2.32% | $1,696,198 |
| MORGAN STANLEY | MS | Financial Services | 0.42% | 8,040 | -1,455 | -15.32% | $1,680,475 |
| TARGET CORP | TGT | Consumer Defensive | 0.41% | 12,834 | -1,280 | -9.07% | $1,676,253 |
| WILLIAMS COS INC | WMB | Energy | 0.41% | 22,265 | -1,220 | -5.19% | $1,655,179 |
| BEST BUY INC | BBY | Consumer Cyclical | 0.40% | 21,025 | +895 | +4.45% | $1,615,562 |
| ONEOK INC NEW | OKE | Energy | 0.40% | 18,554 | -730 | -3.79% | $1,613,087 |
| GE AEROSPACE | GE | Industrials | 0.40% | 4,291 | +560 | +15.01% | $1,603,680 |
| VALERO ENERGY CORP | VLO | Energy | 0.39% | 6,024 | -2,445 | -28.87% | $1,568,893 |
| INVESCO LTD | IVZ | Other | 0.37% | 57,185 | +225 | +0.40% | $1,509,114 |
| MARATHON PETE CORP | MPC | Energy | 0.37% | 5,800 | -500 | -7.94% | $1,482,886 |
| SYNCHRONY FINANCIAL | SYF | Financial Services | 0.37% | 19,409 | +205 | +1.07% | $1,476,060 |
| LINDE PLC | LIN | Other | 0.36% | 2,799 | +137 | +5.15% | $1,451,994 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 3,337 | -11 | -0.33% | $1,403,542 |
| UNION PAC CORP | UNP | Industrials | 0.34% | 5,054 | +235 | +4.88% | $1,374,688 |
| FEDEX CORP | FDX | Industrials | 0.33% | 4,245 | -980 | -18.76% | $1,334,426 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.32% | 1,315 | +64 | +5.12% | $1,285,250 |
| CENCORA INC | COR | Healthcare | 0.31% | 4,454 | -70 | -1.55% | $1,260,394 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.31% | 4,650 | -60 | -1.27% | $1,256,992 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.31% | 6,877 | +766 | +12.53% | $1,243,939 |
| MUELLER INDS INC | MLI | Industrials | 0.30% | 9,980 | +425 | +4.45% | $1,226,716 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.30% | 2,100 | - | - | $1,219,912 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.30% | 10,409 | +510 | +5.15% | $1,215,342 |
| KROGER CO | KR | Consumer Defensive | 0.30% | 21,679 | -625 | -2.80% | $1,203,833 |
| WASTE MGMT INC DEL | WM | Industrials | 0.28% | 5,126 | +223 | +4.55% | $1,142,261 |
| ELI LILLY & CO | LLY | Healthcare | 0.28% | 943 | +80 | +9.27% | $1,129,862 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.28% | 5,082 | -149 | -2.85% | $1,120,318 |
| GSK PLC | GSK | Healthcare | 0.28% | 21,069 | +6,489 | +44.51% | $1,113,634 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.27% | 2,283 | +2,283 | +100.00% | $1,092,400 |
| WELLTOWER INC | WELL | Real Estate | 0.26% | 4,574 | +219 | +5.03% | $1,038,160 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.25% | 1,007 | -100 | -9.03% | $1,018,450 |
| CRH PLC | CRH | Other | 0.24% | 8,978 | +343 | +3.97% | $960,540 |
| PEPSICO INC | PEP | Consumer Defensive | 0.23% | 6,792 | +776 | +12.90% | $919,503 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.21% | 3,427 | +113 | +3.41% | $851,169 |
| CME GROUP INC | CME | Financial Services | 0.20% | 3,634 | +115 | +3.27% | $802,275 |
| BLACKROCK INC | BLK | Other | 0.20% | 830 | +43 | +5.46% | $797,132 |
| MCKESSON CORP | MCK | Healthcare | 0.18% | 987 | +80 | +8.82% | $746,567 |
| DOW HLDGS INC | DOW | Basic Materials | 0.18% | 26,208 | -11,700 | -30.86% | $717,050 |
| REALTY INCOME CORP | O | Real Estate | 0.17% | 10,956 | +525 | +5.03% | $678,769 |
| SOLVENTUM CORP | SOLV | Healthcare | 0.16% | 8,587 | -1,125 | -11.58% | $662,492 |
| T-MOBILE US INC | TMUS | Communication Services | 0.16% | 3,844 | -610 | -13.70% | $644,584 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.16% | 3,849 | +133 | +3.58% | $641,512 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.14% | 1,970 | +1,970 | +100.00% | $553,984 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.12% | 4,128 | +4,128 | +100.00% | $481,615 |
| BOYD GAMING CORP | BYD | Consumer Cyclical | 0.11% | 5,250 | -750 | -12.50% | $463,733 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.10% | 339 | +339 | +100.00% | $391,305 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.09% | 1,009 | - | - | $357,428 |
| ORACLE CORP | ORCL | Technology | 0.09% | 2,379 | -67 | -2.74% | $348,648 |
| GE VERNOVA INC | GEV | Utilities | 0.08% | 288 | -98 | -25.39% | $338,364 |
| COCA COLA CO | KO | Consumer Defensive | 0.07% | 3,599 | - | - | $294,398 |
| INTEL CORP | INTC | Technology | 0.07% | 2,000 | +2,000 | +100.00% | $279,260 |
| META PLATFORMS INC | META | Communication Services | 0.06% | 418 | -10 | -2.34% | $235,453 |
| SOUTHWEST GAS HLDGS INC | SWX | Utilities | 0.06% | 2,650 | -2,250 | -45.92% | $235,002 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.05% | 655 | -358 | -35.34% | $221,555 |
| WELLS FARGO & CO | WFC | Financial Services | 0.05% | 2,500 | - | - | $206,600 |
| WESTERN ALLIANCE BANCORP | WAL | Financial Services | 0.05% | 2,466 | - | - | $202,705 |