Buckley Wealth Management, LLC

13F filer · CIK 0001730126

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$404MU.S. long equity reported on 13F

Positions1038 new · 9 closed

Net flow last quarter-$15.6MBuys minus sells

Top 10 positions weight55.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026103 positions
AAPLApple Inc.	$44.5M	11.01%	0.00%	-1.0%	Q4 2017
GOOGLAlphabet Inc.	$30.5M	7.55%	0.00%	+0.7%	Q4 2017
MSFTMicrosoft Corp	$26.9M	6.65%	0.00%	+3.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$22.9M	5.66%	Not reported	+3.6%	Q4 2017
JPMJPMorgan Chase & Co	$19.6M	4.86%	0.00%	-0.2%	Q4 2017
CVXChevron Corp	$19.4M	4.79%	0.01%	-1.0%	Q4 2017
AMZNAmazon Com Inc	$18.8M	4.66%	0.00%	-0.5%	Q4 2017
JNJJohnson & Johnson	$14.9M	3.70%	0.00%	-0.5%	Q4 2017
CSCOCisco Systems, Inc.	$13.7M	3.38%	0.00%	-6.5%	Q4 2017
COSTCostco Wholesale Corp	$12.8M	3.16%	0.00%	-3.9%	Q4 2017
AMGNAmgen Inc	$11.9M	2.94%	0.01%	-0.8%	Q4 2017
PGPROCTER & GAMBLE Co	$9.15M	2.26%	0.00%	+3.6%	Q4 2017
MRKMerck & Co., Inc.	$8.57M	2.12%	0.00%	+21.5%	Q4 2017
CATCaterpillar Inc	$8.54M	2.11%	0.00%	-10.3%	Q3 2018
NEENextera Energy Inc	$7.42M	1.84%	0.00%	+8.9%	Q4 2017
NVDANvidia Corp	$6.76M	1.67%	0.00%	+2.8%	Q4 2017
IDAIdacorp Inc	$5.69M	1.41%	0.07%	-0.5%	Q4 2017
MMM3m Co	$4.36M	1.08%	0.01%	+0.9%	Q4 2017
ABBVAbbVie Inc.	$4.1M	1.01%	0.00%	-0.6%	Q4 2017
LRCXLam Research Corp	$3.66M	0.90%	0.00%	-10.0%	Q3 2021
AVGOBroadcom Inc.	$3.64M	0.90%	0.00%	+3.4%	Q4 2017
HDHome Depot, Inc.	$3.62M	0.90%	0.00%	Not reported	Q4 2017
TRGPTarga Resources Corp.	$2.91M	0.72%	0.01%	-13.3%	Q2 2024
TJXTJX Companies Inc	$2.71M	0.67%	0.00%	-1.0%	Q3 2018
PFEPfizer Inc	$2.55M	0.63%	0.00%	-3.6%	Q4 2017
TXNTexas Instruments Inc	$2.36M	0.58%	0.00%	-2.3%	Q4 2017
GEHCGE HealthCare Technologies Inc.	$2.36M	0.58%	0.01%	+32.3%	Q1 2026
TAt&T Inc.	$2.33M	0.58%	0.00%	+12.7%	Q4 2017
BACBank of America Corp	$2.3M	0.57%	0.00%	-11.2%	Q4 2017
LMTLockheed Martin Corp	$2.2M	0.54%	0.00%	+2.4%	Q4 2017
QQnity Electronics, Inc.	$2.1M	0.52%	0.01%	-5.2%	Q4 2025
VVisa Inc.	$2.1M	0.52%	0.00%	+5.2%	Q4 2017
GOOGAlphabet Inc.	$2.07M	0.51%	Not reported	-15.7%	Q4 2017
RRyder System Inc	$2.03M	0.50%	0.02%	-4.8%	Q4 2017
TTTrane Technologies plc	$2.02M	0.50%	0.00%	+4.5%	Q1 2020
CCitigroup Inc	$1.9M	0.47%	0.00%	-21.8%	Q4 2017
LUVSouthwest Airlines Co	$1.89M	0.47%	0.01%	+11.5%	Q1 2026
BKHBlack Hills Corp	$1.86M	0.46%	0.03%	-2.0%	Q2 2025
ANETArista Networks, Inc.	$1.83M	0.45%	0.00%	-0.6%	Q1 2025
KVUEKenvue Inc.	$1.82M	0.45%	0.01%	-1.0%	Q3 2025
ETNEaton Corp plc	$1.81M	0.45%	0.00%	-2.2%	Q4 2017
BABoeing Co	$1.8M	0.45%	0.00%	+3.1%	Q4 2017
CAHCardinal Health Inc	$1.71M	0.42%	0.00%	-3.2%	Q4 2017
SYYSysco Corp	$1.7M	0.42%	0.00%	+2.3%	Q4 2017
MSMorgan Stanley	$1.68M	0.42%	0.00%	-15.3%	Q4 2017
TGTTarget Corp	$1.68M	0.41%	0.00%	-9.1%	Q4 2017
WMBWilliams Companies, Inc.	$1.66M	0.41%	0.00%	-5.2%	Q2 2022
BBYBest Buy Co Inc	$1.62M	0.40%	0.01%	+4.5%	Q4 2017
OKEOneok Inc	$1.61M	0.40%	0.00%	-3.8%	Q4 2017
GEGeneral Electric Co	$1.6M	0.40%	0.00%	+15.0%	Q1 2022

Q1 2026Reported May 13, 2026102 positions
AAPLApple Inc.	$39.4M	10.06%	0.00%	+0.3%	Q4 2017
MSFTMicrosoft Corp	$25.8M	6.59%	0.00%	+2.6%	Q4 2017
CVXChevron Corp	$24.4M	6.24%	0.01%	-1.7%	Q4 2017
GOOGLAlphabet Inc.	$24.4M	6.22%	0.00%	-1.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$21.1M	5.39%	Not reported	+4.2%	Q4 2017
XOMExxonMobil Holdings Corp	$18.1M	4.62%	0.00%	-2.8%	Q4 2017
JPMJPMorgan Chase & Co	$17.7M	4.51%	0.00%	+3.9%	Q4 2017
AMZNAmazon Com Inc	$16.5M	4.22%	0.00%	+5.6%	Q4 2017
JNJJohnson & Johnson	$14.5M	3.69%	0.00%	-0.3%	Q4 2017
COSTCostco Wholesale Corp	$14.2M	3.62%	0.00%	+1.0%	Q4 2017
AMGNAmgen Inc	$11.6M	2.97%	0.01%	-0.4%	Q4 2017
CSCOCisco Systems, Inc.	$9.66M	2.46%	0.00%	-1.8%	Q4 2017
PGPROCTER & GAMBLE Co	$8.7M	2.22%	0.00%	+1.2%	Q4 2017
NEENextera Energy Inc	$7.21M	1.84%	0.00%	+1.9%	Q4 2017
MRKMerck & Co., Inc.	$6.61M	1.69%	0.00%	-0.9%	Q4 2017
CATCaterpillar Inc	$6.34M	1.62%	0.00%	-0.6%	Q3 2018
NVDANvidia Corp	$5.73M	1.46%	0.00%	+14.2%	Q4 2017
IDAIdacorp Inc	$5.4M	1.38%	0.07%	Not reported	Q4 2017
MMM3m Co	$3.87M	0.99%	0.01%	-1.6%	Q4 2017
ABBVAbbVie Inc.	$3.56M	0.91%	0.00%	+1.4%	Q4 2017
HDHome Depot, Inc.	$3.38M	0.86%	0.00%	+2.2%	Q4 2017
TRGPTarga Resources Corp.	$3.14M	0.80%	0.01%	+55.2%	Q2 2024
PFEPfizer Inc	$3.09M	0.79%	0.00%	-2.7%	Q4 2017
TAt&T Inc.	$2.89M	0.74%	0.00%	Not reported	Q4 2017
TJXTJX Companies Inc	$2.88M	0.74%	0.00%	-0.9%	Q3 2018
AVGOBroadcom Inc.	$2.88M	0.74%	0.00%	+4.0%	Q4 2017
LMTLockheed Martin Corp	$2.55M	0.65%	0.00%	+2.4%	Q4 2017
BACBank of America Corp	$2.22M	0.57%	0.00%	-2.1%	Q4 2017
VLOValero Energy Corp	$2.09M	0.53%	0.00%	-8.4%	Q4 2017
LRCXLam Research Corp	$2M	0.51%	0.00%	+5.9%	Q3 2021
GOOGAlphabet Inc.	$1.99M	0.51%	Not reported	-4.5%	Q4 2017
GEHCGE HealthCare Technologies Inc.	$1.98M	0.51%	0.01%	New	Q1 2026
CCitigroup Inc	$1.96M	0.50%	0.00%	-6.1%	Q4 2017
FDXFedex Corp	$1.87M	0.48%	0.00%	-4.6%	Q4 2017
BKHBlack Hills Corp	$1.77M	0.45%	0.03%	-3.8%	Q2 2025
VVisa Inc.	$1.76M	0.45%	0.00%	+27.1%	Q4 2017
OKEOneok Inc	$1.74M	0.44%	0.00%	+3.5%	Q4 2017
TGTTarget Corp	$1.71M	0.44%	0.00%	-2.5%	Q4 2017
WMBWilliams Companies, Inc.	$1.71M	0.44%	0.00%	0.0%	Q2 2022
KVUEKenvue Inc.	$1.66M	0.42%	0.01%	0.0%	Q3 2025
RRyder System Inc	$1.65M	0.42%	0.02%	-0.6%	Q4 2017
TTTrane Technologies plc	$1.64M	0.42%	0.00%	+11.0%	Q1 2020
KRKroger Co	$1.61M	0.41%	0.00%	-2.9%	Q1 2019
BABoeing Co	$1.61M	0.41%	0.00%	+9.5%	Q4 2017
DOWDow Inc.	$1.58M	0.40%	0.01%	-11.1%	Q2 2019
TXNTexas Instruments Inc	$1.57M	0.40%	0.00%	+5.6%	Q4 2017
CAHCardinal Health Inc	$1.57M	0.40%	0.00%	-12.9%	Q4 2017
QQnity Electronics, Inc.	$1.57M	0.40%	0.01%	-1.5%	Q4 2025
MSMorgan Stanley	$1.56M	0.40%	0.00%	+9.4%	Q4 2017
ETNEaton Corp plc	$1.55M	0.40%	0.00%	+14.5%	Q4 2017

Q4 2025Reported Feb 12, 2026103 positions
AAPLApple Inc.	$42.1M	11.17%	0.00%	-1.0%	Q4 2017
MSFTMicrosoft Corp	$32.9M	8.72%	0.00%	-0.3%	Q4 2017
GOOGLAlphabet Inc.	$26.9M	7.13%	0.00%	-2.9%	Q4 2017
BRK.BBerkshire Hathaway Inc	$21.3M	5.64%	Not reported	+1.4%	Q4 2017
JPMJPMorgan Chase & Co	$18.6M	4.94%	0.00%	-1.0%	Q4 2017
CVXChevron Corp	$18.3M	4.86%	0.01%	+0.5%	Q4 2017
AMZNAmazon Com Inc	$17.3M	4.60%	0.00%	-0.3%	Q4 2017
XOMExxonMobil Holdings Corp	$13.2M	3.50%	0.00%	0.0%	Q4 2017
JNJJohnson & Johnson	$12.3M	3.25%	0.00%	-0.5%	Q4 2017
COSTCostco Wholesale Corp	$12.1M	3.22%	0.00%	+8.3%	Q4 2017
AMGNAmgen Inc	$10.9M	2.88%	0.01%	+0.3%	Q4 2017
CSCOCisco Systems, Inc.	$9.77M	2.59%	0.00%	-2.4%	Q4 2017
PGPROCTER & GAMBLE Co	$8.54M	2.26%	0.00%	+1.7%	Q4 2017
NEENextera Energy Inc	$6.12M	1.62%	0.00%	-0.3%	Q4 2017
MRKMerck & Co., Inc.	$5.79M	1.54%	0.00%	-0.8%	Q4 2017
NVDANvidia Corp	$5.36M	1.42%	0.00%	+2.7%	Q4 2017
CATCaterpillar Inc	$5.15M	1.37%	0.00%	-1.7%	Q3 2018
IDAIdacorp Inc	$4.78M	1.27%	0.07%	-0.5%	Q4 2017
MMM3m Co	$4.34M	1.15%	0.01%	-0.3%	Q4 2017
ABBVAbbVie Inc.	$3.69M	0.98%	0.00%	-0.7%	Q4 2017
HDHome Depot, Inc.	$3.46M	0.92%	0.00%	-3.1%	Q4 2017
AVGOBroadcom Inc.	$3.1M	0.82%	0.00%	-7.2%	Q4 2017
PFEPfizer Inc	$2.82M	0.75%	0.00%	+10.8%	Q4 2017
TJXTJX Companies Inc	$2.8M	0.74%	0.00%	-1.1%	Q3 2018
BACBank of America Corp	$2.56M	0.68%	0.00%	-0.6%	Q4 2017
TAt&T Inc.	$2.48M	0.66%	0.00%	+0.3%	Q4 2017
GOOGAlphabet Inc.	$2.28M	0.60%	Not reported	-1.9%	Q4 2017
CCitigroup Inc	$2.15M	0.57%	0.00%	-12.6%	Q4 2017
LMTLockheed Martin Corp	$1.99M	0.53%	0.00%	+2.5%	Q4 2017
BKHBlack Hills Corp	$1.84M	0.49%	0.04%	+3.5%	Q2 2025
ORCLOracle Corp	$1.83M	0.49%	0.00%	+51.0%	Q4 2017
CAHCardinal Health Inc	$1.76M	0.47%	0.00%	+3.2%	Q4 2017
KVUEKenvue Inc.	$1.66M	0.44%	0.01%	+0.1%	Q3 2025
CORCencora, Inc.	$1.64M	0.43%	0.00%	-1.5%	Q4 2017
SYFSynchrony Financial	$1.61M	0.43%	0.01%	+0.3%	Q1 2025
VVisa Inc.	$1.6M	0.43%	0.00%	-0.3%	Q4 2017
BABoeing Co	$1.6M	0.43%	0.00%	+2.4%	Q4 2017
FDXFedex Corp	$1.58M	0.42%	0.00%	+1.4%	Q4 2017
RRyder System Inc	$1.55M	0.41%	0.02%	-4.0%	Q4 2017
IVZInvesco Ltd.	$1.55M	0.41%	0.01%	Not reported	Q2 2021
MSMorgan Stanley	$1.54M	0.41%	0.00%	-0.3%	Q4 2017
LRCXLam Research Corp	$1.51M	0.40%	0.00%	-1.5%	Q3 2021
TSLATesla, Inc.	$1.51M	0.40%	0.00%	+0.6%	Q4 2020
VLOValero Energy Corp	$1.5M	0.40%	0.00%	-1.4%	Q4 2017
TRGPTarga Resources Corp.	$1.49M	0.39%	0.00%	+4.9%	Q2 2024
KRKroger Co	$1.44M	0.38%	0.00%	+1.1%	Q1 2019
MAMastercard Inc	$1.43M	0.38%	0.00%	+0.8%	Q2 2018
TGTTarget Corp	$1.42M	0.38%	0.00%	+10.1%	Q4 2017
WMBWilliams Companies, Inc.	$1.41M	0.37%	0.00%	-2.1%	Q2 2022
TTTrane Technologies plc	$1.38M	0.37%	0.00%	-0.3%	Q1 2020

Q3 2025Reported Nov 14, 2025102 positions
AAPLApple Inc.	$39.9M	10.91%	0.00%	-0.6%	Q4 2017
MSFTMicrosoft Corp	$35.3M	9.67%	0.00%	-1.6%	Q4 2017
GOOGLAlphabet Inc.	$21.5M	5.89%	0.00%	+3.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$21M	5.75%	Not reported	+6.2%	Q4 2017
CVXChevron Corp	$18.6M	5.09%	0.01%	-0.8%	Q4 2017
JPMJPMorgan Chase & Co	$18.4M	5.05%	0.00%	-0.9%	Q4 2017
AMZNAmazon Com Inc	$16.5M	4.53%	0.00%	-0.5%	Q4 2017
XOMExxonMobil Holdings Corp	$12.4M	3.39%	0.00%	+1.4%	Q4 2017
COSTCostco Wholesale Corp	$12M	3.30%	0.00%	+31.5%	Q4 2017
JNJJohnson & Johnson	$11M	3.03%	0.00%	-1.9%	Q4 2017
AMGNAmgen Inc	$9.35M	2.56%	0.01%	-0.4%	Q4 2017
PGPROCTER & GAMBLE Co	$9M	2.46%	0.00%	+2.8%	Q4 2017
CSCOCisco Systems, Inc.	$8.89M	2.43%	0.00%	-1.4%	Q4 2017
NEENextera Energy Inc	$5.77M	1.58%	0.00%	+8.4%	Q4 2017
NVDANvidia Corp	$5.22M	1.43%	0.00%	-2.1%	Q4 2017
IDAIdacorp Inc	$5.02M	1.38%	0.07%	-2.6%	Q4 2017
MRKMerck & Co., Inc.	$4.66M	1.28%	0.00%	-3.2%	Q4 2017
CATCaterpillar Inc	$4.37M	1.20%	0.00%	-0.4%	Q3 2018
MMM3m Co	$4.22M	1.15%	0.01%	-0.9%	Q4 2017
HDHome Depot, Inc.	$4.2M	1.15%	0.00%	-0.6%	Q4 2017
ABBVAbbVie Inc.	$3.76M	1.03%	0.00%	-0.6%	Q4 2017
DDDuPont de Nemours, Inc.	$3.32M	0.91%	0.01%	-6.0%	Q2 2019
AVGOBroadcom Inc.	$3.19M	0.87%	0.00%	-14.7%	Q4 2017
TAt&T Inc.	$2.81M	0.77%	0.00%	-1.6%	Q4 2017
TJXTJX Companies Inc	$2.66M	0.73%	0.00%	-6.6%	Q3 2018
PFEPfizer Inc	$2.6M	0.71%	0.00%	+6.3%	Q4 2017
BACBank of America Corp	$2.41M	0.66%	0.00%	-1.0%	Q4 2017
CCitigroup Inc	$2.14M	0.59%	0.00%	-3.6%	Q4 2017
LMTLockheed Martin Corp	$2.01M	0.55%	0.00%	+5.8%	Q4 2017
GOOGAlphabet Inc.	$1.8M	0.49%	Not reported	+0.1%	Q4 2017
ORCLOracle Corp	$1.75M	0.48%	0.00%	-1.3%	Q4 2017
DOWDow Inc.	$1.75M	0.48%	0.01%	-20.1%	Q2 2019
ANETArista Networks, Inc.	$1.68M	0.46%	0.00%	+3.7%	Q1 2025
VLOValero Energy Corp	$1.6M	0.44%	0.00%	-1.2%	Q4 2017
RRyder System Inc	$1.6M	0.44%	0.02%	-3.8%	Q4 2017
BKHBlack Hills Corp	$1.58M	0.43%	0.04%	+190.6%	Q2 2025
VVisa Inc.	$1.57M	0.43%	0.00%	-2.1%	Q4 2017
KVUEKenvue Inc.	$1.56M	0.43%	0.01%	New	Q3 2025
BABoeing Co	$1.56M	0.43%	0.00%	+567.6%	Q4 2017
CORCencora, Inc.	$1.54M	0.42%	0.00%	-8.4%	Q4 2017
KRKroger Co	$1.53M	0.42%	0.00%	-4.2%	Q1 2019
WMBWilliams Companies, Inc.	$1.52M	0.42%	0.00%	-0.7%	Q2 2022
TTTrane Technologies plc	$1.5M	0.41%	0.00%	+1.8%	Q1 2020
TSLATesla, Inc.	$1.48M	0.41%	0.00%	Not reported	Q4 2020
SYYSysco Corp	$1.45M	0.40%	0.00%	+2.2%	Q4 2017
ETNEaton Corp plc	$1.42M	0.39%	0.00%	-1.7%	Q4 2017
MAMastercard Inc	$1.41M	0.39%	0.00%	-1.8%	Q2 2018
BBYBest Buy Co Inc	$1.4M	0.38%	0.01%	+30.8%	Q4 2017
MSMorgan Stanley	$1.38M	0.38%	0.00%	-2.6%	Q4 2017
SYFSynchrony Financial	$1.36M	0.37%	0.01%	-0.5%	Q1 2025

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