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Buckley Wealth Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 7, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $404,335,744
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $44,514,780
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $30,513,472
- MICROSOFT CORP · COM · 594918104 · shares: $26,895,677
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $22,865,332
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $19,636,880
- CHEVRON CORPORATION · COM · 166764100 · shares: $19,378,572
- AMAZON COM INC · COM · 023135106 · shares: $18,825,532
- JOHNSON & JOHNSON · COM · 478160104 · shares: $14,945,484
- CISCO SYS INC · COM · 17275R102 · shares: $13,676,223
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $12,784,350
Reported holdings
104 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 153,840 shares | $44,514,780 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 85,383 shares | $30,513,472 |
| MICROSOFT CORP | COM | 594918104 | — | 72,104 shares | $26,895,677 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 45,696 shares | $22,865,332 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 59,992 shares | $19,636,880 |
| CHEVRON CORPORATION | COM | 166764100 | — | 116,907 shares | $19,378,572 |
| AMAZON COM INC | COM | 023135106 | — | 78,986 shares | $18,825,532 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 58,848 shares | $14,945,484 |
| CISCO SYS INC | COM | 17275R102 | — | 116,433 shares | $13,676,223 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 13,669 shares | $12,784,350 |
| AMGEN INC | COM | 031162100 | — | 32,852 shares | $11,896,363 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 62,413 shares | $9,152,280 |
| MERCK & CO INC | COM | 58933Y105 | — | 66,283 shares | $8,573,898 |
| CATERPILLAR INC | COM | 149123101 | — | 8,020 shares | $8,540,498 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 84,577 shares | $7,423,312 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 33,763 shares | $6,755,654 |
| IDACORP INC | COM | 451107106 | — | 37,605 shares | $5,689,637 |
| 3M CO | COM | 88579Y101 | — | 26,917 shares | $4,358,133 |
| ABBVIE INC | COM | 00287Y109 | — | 16,289 shares | $4,098,966 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 8,432 shares | $3,655,604 |
| BROADCOM INC | COM | 11135F101 | — | 9,635 shares | $3,639,559 |
| HOME DEPOT INC | COM | 437076102 | — | 10,270 shares | $3,622,023 |
| TARGA RES CORP | COM | 87612G101 | — | 10,845 shares | $2,907,979 |
| TJX COS INC NEW | COM | 872540109 | — | 17,889 shares | $2,710,221 |
| PFIZER INC | COM | 717081103 | — | 106,075 shares | $2,554,286 |
| TEXAS INSTRS INC | COM | 882508104 | — | 7,922 shares | $2,361,313 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 36,880 shares | $2,360,691 |
| AT&T INC | COM | 00206R102 | — | 112,438 shares | $2,327,467 |
| BANK OF AMER CORP | COM | 060505104 | — | 40,416 shares | $2,302,932 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 4,320 shares | $2,200,868 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 12,861 shares | $2,100,347 |
| VISA INC | COM CL A | 92826C839 | — | 6,114 shares | $2,097,309 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 5,849 shares | $2,066,628 |
| RYDER SYS INC | COM | 783549108 | — | 7,684 shares | $2,026,810 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 4,106 shares | $2,016,700 |
| CITIGROUP INC | COM NEW | 172967424 | — | 13,545 shares | $1,895,759 |
| SOUTHWEST AIRLS CO | COM | 844741108 | — | 36,625 shares | $1,889,850 |
| BLACK HILLS CORP | COM | 092113109 | — | 25,031 shares | $1,862,324 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 10,750 shares | $1,826,208 |
| KENVUE INC | COM | 49177J102 | — | 95,104 shares | $1,817,437 |
| EATON CORP PLC | SHS | G29183103 | — | 4,249 shares | $1,810,582 |
| BOEING CO | COM | 097023105 | — | 8,335 shares | $1,804,280 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 7,202 shares | $1,710,873 |
| SYSCO CORP | COM | 871829107 | — | 20,294 shares | $1,696,198 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 8,040 shares | $1,680,475 |
| TARGET CORP | COM | 87612E106 | — | 12,834 shares | $1,676,253 |
| WILLIAMS COS INC | COM | 969457100 | — | 22,265 shares | $1,655,179 |
| BEST BUY INC | COM | 086516101 | — | 21,025 shares | $1,615,562 |
| ONEOK INC NEW | COM | 682680103 | — | 18,554 shares | $1,613,087 |
| GE AEROSPACE | COM NEW | 369604301 | — | 4,291 shares | $1,603,680 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 6,024 shares | $1,568,893 |
| INVESCO LTD | SHS | G491BT108 | — | 57,185 shares | $1,509,114 |
| MARATHON PETE CORP | COM | 56585A102 | — | 5,800 shares | $1,482,886 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 19,409 shares | $1,476,060 |
| LINDE PLC | SHS | G54950103 | — | 2,799 shares | $1,451,994 |
| TESLA INC | COM | 88160R101 | — | 3,337 shares | $1,403,542 |
| UNION PAC CORP | COM | 907818108 | — | 5,054 shares | $1,374,688 |
| FEDEX CORP | COM | 31428X106 | — | 4,245 shares | $1,334,426 |
| DUPONT DE NEMOURS INC | COMMON STOCK | 26614N201 | — | 9,731 shares | $1,319,905 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 1,315 shares | $1,285,250 |
| CENCORA INC | COM | 03073E105 | — | 4,454 shares | $1,260,394 |
| MCDONALDS CORP | COM | 580135101 | — | 4,650 shares | $1,256,992 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 6,877 shares | $1,243,939 |
| MUELLER INDS INC | COM | 624756102 | — | 9,980 shares | $1,226,716 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,100 shares | $1,219,912 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 10,409 shares | $1,215,342 |
| KROGER CO | COM | 501044101 | — | 21,679 shares | $1,203,833 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 5,126 shares | $1,142,261 |
| ELI LILLY & CO | COM | 532457108 | — | 943 shares | $1,129,862 |
| HONEYWELL INTL INC | COM | 438516205 | — | 5,041 shares | $1,128,697 |
| LOWES COS INC | COM | 548661107 | — | 5,082 shares | $1,120,318 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 5,041 shares | $1,114,461 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 21,069 shares | $1,113,634 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,283 shares | $1,092,400 |
| WELLTOWER INC | COM | 95040Q104 | — | 4,574 shares | $1,038,160 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,007 shares | $1,018,450 |
| CRH PLC | ORD | G25508105 | — | 8,978 shares | $960,540 |
| PEPSICO INC | COM | 713448108 | — | 6,792 shares | $919,503 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 3,427 shares | $851,169 |
| CME GROUP INC | COM | 12572Q105 | — | 3,634 shares | $802,275 |
| BLACKROCK INC | COM | 09290D101 | — | 830 shares | $797,132 |
| MCKESSON CORP | COM | 58155Q103 | — | 987 shares | $746,567 |
| DOW HLDGS INC | COM | 260557103 | — | 26,208 shares | $717,050 |
| REALTY INCOME CORP | COM | 756109104 | — | 10,956 shares | $678,769 |
| SOLVENTUM CORP | COM SHS | 83444M101 | — | 8,587 shares | $662,492 |
| T-MOBILE US INC | COM | 872590104 | — | 3,844 shares | $644,584 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 3,849 shares | $641,512 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,970 shares | $553,984 |
| NUSHARES ETF TR | NUVE PFD INC ETF | 67092P771 | — | 20,936 shares | $547,455 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 4,128 shares | $481,615 |
| BOYD GAMING CORP | COM | 103304101 | — | 5,250 shares | $463,733 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 339 shares | $391,305 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 1,009 shares | $357,428 |
| ORACLE CORP | COM | 68389X105 | — | 2,379 shares | $348,648 |
| GE VERNOVA INC | COM | 36828A101 | — | 288 shares | $338,364 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 2,110 shares | $318,610 |
| COCA COLA CO | COM | 191216100 | — | 3,599 shares | $294,398 |
| INTEL CORP | COM | 458140100 | — | 2,000 shares | $279,260 |
| META PLATFORMS INC | CL A | 30303M102 | — | 418 shares | $235,453 |
| SOUTHWEST GAS HLDGS INC | COM | 844895102 | — | 2,650 shares | $235,002 |