Buckley Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$391.8M
Q ending 2026-03-31
Prior quarter
$377.2M
Q ending 2025-12-31
Change
+3.9% QoQ · +21.9% YoY
Positions
103
reported holdings
Largest positions
Top 100 of 103 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $39.4M | 155K |
| Microsoft Corp | MSFT | Shares | $25.8M | 70K |
| Chevron Corporation | CVX | Shares | $24.4M | 118K |
| Alphabet Inc | GOOGL | Shares | $24.4M | 85K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $21.1M | 44K |
| Exxon Mobil Corp | XOM | Shares | $18.1M | 107K |
| Jpmorgan Chase & Co | JPM | Shares | $17.7M | 60K |
| Amazon Com Inc | AMZN | Shares | $16.5M | 79K |
| Johnson & Johnson | JNJ | Shares | $14.5M | 59K |
| Costco Wholesale Corporation | COST | Shares | $14.2M | 14K |
| Amgen Inc | AMGN | Shares | $11.6M | 33K |
| Cisco Sys Inc | CSCO | Shares | $9.7M | 124K |
| Procter & Gamble Co | PG | Shares | $8.7M | 60K |
| Nextera Energy Inc | NEE | Shares | $7.2M | 78K |
| Merck & Co Inc | MRK | Shares | $6.6M | 55K |
| Caterpillar Inc | CAT | Shares | $6.3M | 9K |
| Nvidia Corporation | NVDA | Shares | $5.7M | 33K |
| Idacorp Inc | IDA | Shares | $5.4M | 38K |
| 3M Co | MMM | Shares | $3.9M | 27K |
| Abbvie Inc | ABBV | Shares | $3.6M | 16K |
| Home Depot Inc | HD | Shares | $3.4M | 10K |
| Targa Res Corp | TRGP | Shares | $3.1M | 13K |
| Pfizer Inc | PFE | Shares | $3.1M | 110K |
| At&T Inc | T | Shares | $2.9M | 100K |
| Tjx Cos Inc New | TJX | Shares | $2.9M | 18K |
| Broadcom Inc | AVGO | Shares | $2.9M | 9K |
| Lockheed Martin Corp | LMT | Shares | $2.6M | 4K |
| Bank America Corp | BAC | Shares | $2.2M | 46K |
| Valero Energy Corp | VLO | Shares | $2.1M | 8K |
| Lam Research Corp | LRCX | Shares | $2.0M | 9K |
| Alphabet Inc | GOOG | Shares | $2.0M | 7K |
| Ge Healthcare Technologies I | GEHC | Shares | $2.0M | 28K |
| Citigroup Inc | C | Shares | $2.0M | 17K |
| Fedex Corp | FDX | Shares | $1.9M | 5K |
| Black Hills Corp | BKH | Shares | $1.8M | 26K |
| Visa Inc | V | Shares | $1.8M | 6K |
| Oneok Inc New | OKE | Shares | $1.7M | 19K |
| Target Corp | TGT | Shares | $1.7M | 14K |
| Williams Cos Inc | WMB | Shares | $1.7M | 23K |
| Kenvue Inc | KVUE | Shares | $1.7M | 96K |
| Ryder Sys Inc | R | Shares | $1.7M | 8K |
| Trane Technologies Plc | Shares | $1.6M | 4K | |
| Kroger Co | KR | Shares | $1.6M | 22K |
| Boeing Co | BA | Shares | $1.6M | 8K |
| Dow Hldgs Inc | DOW | Shares | $1.6M | 38K |
| Texas Instrs Inc | TXN | Shares | $1.6M | 8K |
| Cardinal Health Inc | CAH | Shares | $1.6M | 7K |
| Qnity Electronics Inc | Q | Shares | $1.6M | 14K |
| Morgan Stanley | MS | Shares | $1.6M | 9K |
| Eaton Corp Plc | Shares | $1.6M | 4K | |
| Marathon Pete Corp | MPC | Shares | $1.5M | 6K |
| Mcdonalds Corp | MCD | Shares | $1.5M | 5K |
| Honeywell Intl Inc | HONGBP | Shares | $1.4M | 6K |
| Dupont De Nemours Inc | DDUSD | Shares | $1.4M | 31K |
| Cencora Inc | COR | Shares | $1.4M | 5K |
| Sysco Corp | SYY | Shares | $1.4M | 20K |
| Invesco Ltd | Shares | $1.4M | 57K | |
| Arista Networks Inc | ANET | Shares | $1.3M | 11K |
| Linde Plc | Shares | $1.3M | 3K | |
| Best Buy Inc | BBY | Shares | $1.3M | 20K |
| Synchrony Financial | SYF | Shares | $1.3M | 19K |
| Mastercard Incorporated | MA | Shares | $1.3M | 3K |
| Tesla Inc | TSLA | Shares | $1.2M | 3K |
| Southwest Airls Co | LUV | Shares | $1.2M | 33K |
| Lowes Cos Inc | LOW | Shares | $1.2M | 5K |
| Union Pac Corp | UNP | Shares | $1.2M | 5K |
| Wec Energy Group Inc | WEC | Shares | $1.1M | 10K |
| Waste Mgmt Inc Del | WM | Shares | $1.1M | 5K |
| Parker-Hannifin Corp | PH | Shares | $1.1M | 1K |
| Ge Aerospace | GE | Shares | $1.1M | 4K |
| Mueller Inds Inc | MLI | Shares | $1.1M | 10K |
| Cme Group Inc | CME | Shares | $1.0M | 4K |
| Philip Morris Intl Inc | PM | Shares | $1.0M | 6K |
| Goldman Sachs Group Inc | GS | Shares | $937K | 1K |
| T-Mobile Us Inc | TMUS | Shares | $936K | 4K |
| Pepsico Inc | PEP | Shares | $934K | 6K |
| Constellation Energy Corp | CEG | Shares | $925K | 3K |
| Crh Plc | Shares | $911K | 9K | |
| Medtronic Plc | Shares | $904K | 10K | |
| Welltower Inc | WELL | Shares | $861K | 4K |
| Gsk Plc | GSK | Shares | $812K | 15K |
| Eli Lilly & Co | LLY | Shares | $795K | 863 |
| Mckesson Corp | MCK | Shares | $786K | 907 |
| Blackrock Inc | BLK | Shares | $758K | 787 |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $645K | 4K |
| Realty Income Corp | O | Shares | $641K | 10K |
| Solventum Corp | SOLV | Shares | $634K | 10K |
| Nushares Etf Tr | NPFI | Shares | $514K | 20K |
| Boyd Gaming Corp | BYD | Shares | $494K | 6K |
| Advanced Micro Devices Inc | AMD | Shares | $427K | 2K |
| Southwest Gas Hldgs Inc | SWX | Shares | $426K | 5K |
| Oracle Corp | ORCL | Shares | $360K | 2K |
| General Dynamics Corp | GD | Shares | $346K | 1K |
| Ge Vernova Inc | GEV | Shares | $337K | 386 |
| American Express Co | AXP | Shares | $306K | 1K |
| Emerson Elec Co | EMR | Shares | $291K | 2K |
| Coca Cola Co | KO | Shares | $276K | 4K |
| Renaissancere Hldgs Ltd | Shares | $275K | 926 | |
| Meta Platforms Inc | META | Shares | $245K | 428 |
| Agilysys Inc | AGYS | Shares | $242K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.