Institutions / Buckley Wealth Management, LLC
Buckley Wealth Management, LLC
CIK 1730126 · Institution · as of Jun 30, 2026
Portfolio value
$404.34M
Positions
104
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$404.34M+7.2%Positions
104+1.0%Top holdings
Jun 30, 2026View all 104 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $44.51M | 11.0% |
| Alphabet Inc. | $30.51M | 7.5% |
| Microsoft Corp | $26.90M | 6.7% |
| Warren E. Buffett | $22.87M | 5.7% |
| JPMorgan Chase & Co | $19.64M | 4.9% |
| Chevron Corp | $19.38M | 4.8% |
| Amazon.com Inc | $18.83M | 4.7% |
| Johnson & Johnson | $14.95M | 3.7% |
| Cisco Systems, Inc. | $13.68M | 3.4% |
| Costco Wholesale Corp /New | $12.78M | 3.2% |
| Amgen Inc | $11.90M | 2.9% |
| PROCTER & GAMBLE Co | $9.15M | 2.3% |
| Merck & Co., Inc. | $8.57M | 2.1% |
| Caterpillar Inc | $8.54M | 2.1% |
| Nextera Energy Inc | $7.42M | 1.8% |
| NVIDIA Corp | $6.76M | 1.7% |
| IDACORP Inc | $5.69M | 1.4% |
| 3M Co | $4.36M | 1.1% |
| AbbVie Inc. | $4.10M | 1.0% |
| Lam Research Corp | $3.66M | 0.9% |
| Broadcom Inc. | $3.64M | 0.9% |
| Home Depot, Inc. | $3.62M | 0.9% |
| Targa Resources Corp | $2.91M | 0.7% |
| TJX Cos Inc/The | $2.71M | 0.7% |
| Pfizer Inc | $2.55M | 0.6% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-13.20M | -110K -100.00% | 0 | medium |
| Q2 2026 as of | New | GE HealthCare Technologies Inc. Common stock | $2.36M | +37K | 36,880 0.58% of portfolio | low |
| Q2 2026 as of | New | Southwest Airlines Co Common stock | $1.89M | +37K | 36,625 0.47% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $1.68M | +3K +7.92% | 45,696 5.66% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $1.53M | +4K +6.04% | 72,104 6.65% of portfolio | low |
| Q2 2026 as of | Add | Merck & Co., Inc. Common stock | $1.45M | +11K +20.40% | 66,283 2.12% of portfolio | low |
| Q2 2026 as of | Exit | Mastercard Inc Common stock | $-1.43M | -3K -100.00% | 0 | low |
| Q2 2026 as of | New | DuPont de Nemours, Inc. Common stock | $1.32M | +10K | 9,731 0.33% of portfolio | low |
| Q2 2026 as of | Exit | DuPont de Nemours, Inc. Common stock | $-1.32M | -33K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-1.25M | -6K -100.00% | 0 | low |