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
| 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 | Technology | 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 |
Showing 30 of 104 holdings in the latest reporting period.