Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $44.5M | 11.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $30.5M | 7.5% |
| Microsoft Corp.COM | COM | $26.9M | 6.7% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $22.9M | 5.7% |
| JPMORGAN Chase & COCOM | COM | $19.6M | 4.9% |
| Chevron CorporationCOM | COM | $19.4M | 4.8% |
| Amazon Com Inc.COM | COM | $18.8M | 4.7% |
| Johnson & JohnsonCOM | COM | $14.9M | 3.7% |
| Cisco Sys Inc.COM | COM | $13.7M | 3.4% |
| Costco Wholesale CorporationCOM | COM | $12.8M | 3.2% |
| Amgen Inc.COM | COM | $11.9M | 2.9% |
| Procter & Gamble COCOM | COM | $9.15M | 2.3% |
| Merck & CO Inc.COM | COM | $8.57M | 2.1% |
| Caterpillar Inc.COM | COM | $8.54M | 2.1% |
| Nextera Energy Inc.COM | COM | $7.42M | 1.8% |
| Nvidia CorporationCOM | COM | $6.76M | 1.7% |
| Idacorp Inc.COM | COM | $5.69M | 1.4% |
| 3m COCOM | COM | $4.36M | 1.1% |
| Abbvie Inc.COM | COM | $4.1M | 1.0% |
| Lam Research Corp.COM NEW | COM NEW | $3.66M | 0.9% |
| Broadcom Inc.COM | COM | $3.64M | 0.9% |
| Home Depot Inc.COM | COM | $3.62M | 0.9% |
| Targa Res Corp.COM | COM | $2.91M | 0.7% |
| TJX Cos Inc. NewCOM | COM | $2.71M | 0.7% |
| Pfizer Inc.COM | COM | $2.55M | 0.6% |
| Texas Instrs Inc.COM | COM | $2.36M | 0.6% |
| GE Healthcare Technologies ICOMMON STOCK | COMMON STOCK | $2.36M | 0.6% |
| AT&T Inc.COM | COM | $2.33M | 0.6% |
| Bank OF Amer Corp.COM | COM | $2.3M | 0.6% |
| Lockheed Martin Corp.COM | COM | $2.2M | 0.5% |
| Qnity Electronics Inc.COMMON STOCK | COMMON STOCK | $2.1M | 0.5% |
| Visa Inc.COM CL A | COM CL A | $2.1M | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.07M | 0.5% |
| Ryder Sys Inc.COM | COM | $2.03M | 0.5% |
| Trane Technologies PLCSHS | SHS | $2.02M | 0.5% |
| Citigroup Inc.COM NEW | COM NEW | $1.9M | 0.5% |
| Southwest Airls COCOM | COM | $1.89M | 0.5% |
| Black Hills Corp.COM | COM | $1.86M | 0.5% |
| Arista Networks Inc.COM SHS | COM SHS | $1.83M | 0.5% |
| Kenvue Inc.COM | COM | $1.82M | 0.4% |
| Eaton Corp. PLCSHS | SHS | $1.81M | 0.4% |
| Boeing COCOM | COM | $1.8M | 0.4% |
| Cardinal Health Inc.COM | COM | $1.71M | 0.4% |
| Sysco Corp.COM | COM | $1.7M | 0.4% |
| Morgan StanleyCOM NEW | COM NEW | $1.68M | 0.4% |
| Target Corp.COM | COM | $1.68M | 0.4% |
| Williams Cos Inc.COM | COM | $1.66M | 0.4% |
| Best Buy Inc.COM | COM | $1.62M | 0.4% |
| Oneok Inc. NewCOM | COM | $1.61M | 0.4% |
| GE AerospaceCOM NEW | COM NEW | $1.6M | 0.4% |
- Class
- COM
- Share
- 11.0%
- Class
- CAP STK CL A
- Share
- 7.5%
- Class
- COM
- Share
- 6.7%
- Class
- CL B NEW
- Share
- 5.7%
- Class
- COM
- Share
- 4.9%
- Class
- COM
- Share
- 4.8%
- Class
- COM
- Share
- 4.7%
- Class
- COM
- Share
- 3.7%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.2%
- Class
- COM
- Share
- 2.9%
- Class
- COM
- Share
- 2.3%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 2.1%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM NEW
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COMMON STOCK
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- COMMON STOCK
- Share
- 0.5%
- Class
- COM CL A
- Share
- 0.5%
- Class
- CAP STK CL C
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- SHS
- Share
- 0.5%
- Class
- COM NEW
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM SHS
- Share
- 0.5%
- Class
- COM
- Share
- 0.4%
- Class
- SHS
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM NEW
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM NEW
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 104 positions by value, with holdings of the same security combined. The 104 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1730126
- File number
- 028-18285
- Options
- 0 call, 0 put
- In the 25 largest
- 76.6%
- Prior quarter
- $392M at 31 March 2026
- Positions opened
- 12
- Positions closed
- 11
Common questions
What are Buckley Wealth Management’s 13F holdings worth?
$404 million across 104 positions for the quarter ended 30 June 2026.
What is Buckley Wealth Management’s largest 13F holding?
APPLE INC (COM) was the largest position at $44.5 million, or 11.0% of reported 13F value, as of 30 June 2026.
How concentrated is Buckley Wealth Management’s 13F portfolio?
The ten largest positions accounted for 55.4% of reported value and the twenty-five largest for 76.6%, across 104 positions as of 30 June 2026.
Does Form 13F show everything Buckley Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Buckley Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.