Investor
Buckley Wealth Management, LLC
CIK 0001730126 · filed 2026-05-13 · SEC filing
13F book
$391.8M
Positions
103
6 new · 6 sold
Largest name
10.1%
Apple Inc. · AAPL
Est. mark
$6.45M
Price effect on 97 names still held. Flow $8.24M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 155.3K | $39.4M | 10.1% | −$2.8M | Added−$2.69M |
| Microsoft Corp | MSFT | 69.8K | $25.8M | 6.6% | −$7.71M | Added−$7.05M |
| Chevron Corp New | CVX | 118.1K | $24.4M | 6.2% | $6.44M | Cut$6.12M |
| Alphabet Inc | — | 84.8K | $24.4M | 6.2% | −$2.16M | Cut−$2.51M |
| Berkshire Hathaway Inc Del | — | 44.1K | $21.1M | 5.4% | −$991.6K | Added−$146.3K |
| Exxon Mobil Corp | — | 106.6K | $18.1M | 4.6% | $5.26M | Cut$4.89M |
| Jpmorgan Chase & Co. | — | 60.1K | $17.7M | 4.5% | −$1.62M | Added−$967.1K |
| Amazon Com Inc | AMZN | 79.3K | $16.5M | 4.2% | −$1.69M | Added−$814.6K |
| Johnson & Johnson | JNJ | 59.1K | $14.5M | 3.7% | $2.22M | Cut$2.18M |
| Costco Whsl Corp New | — | 14.2K | $14.2M | 3.6% | $1.89M | Added$2.03M |
| Amgen Inc | AMGN | 33.1K | $11.6M | 3.0% | $812.3K | Cut$768.8K |
| Cisco Sys Inc | — | 124.5K | $9.66M | 2.5% | $69.7K | Cut−$106.8K |
| Procter And Gamble Co | PG | 60.3K | $8.7M | 2.2% | $67.3K | Added$166.3K |
| Nextera Energy Inc | — | 77.7K | $7.21M | 1.8% | $960.4K | Added$1.09M |
| Merck & Co., Inc. | MRK | 54.6K | $6.61M | 1.7% | $866.3K | Cut$813.7K |
| Caterpillar Inc | CAT | 8.95K | $6.34M | 1.6% | $1.21M | Cut$1.18M |
| Nvidia Corp | NVDA | 32.8K | $5.73M | 1.5% | −$347.6K | Added$365.4K |
| Idacorp Inc | IDA | 37.8K | $5.4M | 1.4% | $620.4K | Held |
| 3M CO | MMM | 26.7K | $3.87M | 1.0% | −$396.5K | Cut−$465.4K |
| AbbVie Inc. | ABBV | 16.4K | $3.56M | 0.9% | −$177.6K | Added−$127.4K |
| Home Depot, Inc. | HD | 10.3K | $3.38M | 0.9% | −$152.8K | Added−$79.5K |
| Targa Res Corp | — | 12.5K | $3.14M | 0.8% | $533.5K | Added$1.65M |
| Pfizer Inc | PFE | 110K | $3.09M | 0.8% | $349.8K | Cut$273.9K |
| At&T Inc | — | 99.7K | $2.89M | 0.7% | $413.9K | Held |
| Tjx Cos Inc New | — | 18.1K | $2.88M | 0.7% | $110K | Cut$85K |
| Broadcom Inc. | AVGO | 9.32K | $2.88M | 0.7% | −$327.9K | Added−$217.7K |
| Lockheed Martin Corp | LMT | 4.22K | $2.55M | 0.7% | $497.4K | Added$557.8K |
| Bank America Corp | — | 45.5K | $2.22M | 0.6% | −$284.5K | Cut−$338.4K |
| Valero Energy Corp | — | 8.47K | $2.09M | 0.5% | $713.9K | Cut$587.7K |
| Lam Research Corp | LRCX | 9.36K | $2M | 0.5% | $378.1K | Added$489.8K |
| Alphabet Inc | — | 6.94K | $1.99M | 0.5% | −$186.9K | Cut−$288.9K |
| Ge Healthcare Technologies I | — | 27.9K | $1.98M | 0.5% | — | New |
| Citigroup Inc | — | 17.3K | $1.96M | 0.5% | −$56.8K | Cut−$186.9K |
| Fedex Corp | FDX | 5.22K | $1.87M | 0.5% | $359.3K | Cut$287.1K |
| Black Hills Corp | — | 25.5K | $1.77M | 0.5% | −$253 | Cut−$69.7K |
| Visa Inc. | V | 5.81K | $1.76M | 0.4% | −$221.4K | Added$153.2K |
| Oneok Inc /New/ | OKE | 19.3K | $1.74M | 0.4% | $314.6K | Added$373.9K |
| Target Corp | TGT | 14.1K | $1.71M | 0.4% | $331K | Cut$295.1K |
| Williams Cos Inc | — | 23.5K | $1.71M | 0.4% | $297.4K | Added$298.2K |
| Kenvue Inc. | KVUE | 96.1K | $1.66M | 0.4% | −$961 | Added−$892 |
| Ryder Sys Inc | — | 8.07K | $1.65M | 0.4% | $107.5K | Cut$98.9K |
| Trane Technologies Plc | TT | 3.93K | $1.64M | 0.4% | $97.5K | Added$260K |
| Kroger Co | KR | 22.3K | $1.61M | 0.4% | $220.4K | Cut$178.3K |
| Boeing Co | — | 8.09K | $1.61M | 0.4% | −$133.6K | Added$5.72K |
| Dow Inc. | DOW | 37.9K | $1.58M | 0.4% | $692.6K | Cut$581.5K |
| Texas Instrs Inc | — | 8.11K | $1.57M | 0.4% | $158.5K | Added$242.5K |
| Cardinal Health Inc | CAH | 7.44K | $1.57M | 0.4% | $43.3K | Cut−$183.8K |
| Qnity Electronics, Inc. | Q | 13.6K | $1.57M | 0.4% | $457.8K | Cut$441.5K |
| Morgan Stanley | — | 9.49K | $1.56M | 0.4% | −$112.3K | Added$22.1K |
| Eaton Corp Plc | ETN | 4.34K | $1.55M | 0.4% | $148.6K | Added$345.3K |
| Marathon Pete Corp | — | 6.3K | $1.54M | 0.4% | $513.8K | Held |
| Mcdonalds Corp | MCD | 4.71K | $1.46M | 0.4% | $23.2K | Added$91.5K |
| Honeywell Intl Inc | — | 6.41K | $1.45M | 0.4% | $198.4K | Held |
| DuPont de Nemours, Inc. | DD | 31.5K | $1.44M | 0.4% | $176.3K | Cut$124.9K |
| Cencora, Inc. | COR | 4.52K | $1.42M | 0.4% | −$106.8K | Cut−$218.3K |
| Sysco Corp | SYY | 19.8K | $1.41M | 0.4% | −$42.8K | Added$77.7K |
| Invesco Ltd. | IVZ | 57K | $1.38M | 0.4% | −$112.8K | Cut−$162.7K |
| Arista Networks, Inc. | ANET | 10.8K | $1.33M | 0.3% | −$84.9K | Added−$20.3K |
| Linde Plc | LIN | 2.66K | $1.32M | 0.3% | $166.6K | Added$299K |
| Best Buy Co Inc | BBY | 20.1K | $1.31M | 0.3% | −$32.9K | Added$69.1K |
| Synchrony Financial | — | 19.2K | $1.31M | 0.3% | −$295.9K | Cut−$300.5K |
| Mastercard Inc | MA | 2.56K | $1.28M | 0.3% | −$178.3K | Added−$150.9K |
| Tesla, Inc. | TSLA | 3.35K | $1.24M | 0.3% | −$261K | Held |
| Southwest Airls Co | — | 32.8K | $1.24M | 0.3% | — | New |
| Lowes Cos Inc | — | 5.23K | $1.24M | 0.3% | −$23.2K | Added$80.3K |
| Union Pac Corp | — | 4.82K | $1.17M | 0.3% | $46.3K | Added$220.8K |
| Wec Energy Group, Inc. | WEC | 9.9K | $1.15M | 0.3% | $91.9K | Added$207.4K |
| Waste Mgmt Inc Del | — | 4.9K | $1.13M | 0.3% | $42.9K | Added$196.2K |
| Parker-Hannifin Corp | PH | 1.25K | $1.12M | 0.3% | $19K | Added$139K |
| Ge Aerospace | — | 3.73K | $1.06M | 0.3% | −$88.8K | Cut−$156.5K |
| Mueller Inds Inc | — | 9.55K | $1.06M | 0.3% | −$29.2K | Added$218.9K |
| Cme Group Inc. | CME | 3.52K | $1.04M | 0.3% | $70.7K | Added$176.2K |
| Philip Morris Intl Inc | — | 6.11K | $1.02M | 0.3% | $34.7K | Added$153.5K |
| Goldman Sachs Group Inc | — | 1.11K | $936.5K | 0.2% | −$36.5K | Held |
| T-Mobile Us Inc | — | 4.45K | $935.7K | 0.2% | $28.4K | Added$115.6K |
| Pepsico Inc | PEP | 6.02K | $934.4K | 0.2% | $54.3K | Added$273.6K |
| Constellation Energy Corp | CEG | 3.31K | $925.4K | 0.2% | −$216.9K | Added−$110K |
| Crh Plc | — | 8.63K | $911K | 0.2% | −$166.6K | Cut−$280.3K |
| Medtronic Plc | MDT | 10.3K | $904K | 0.2% | −$84.5K | Added−$30.8K |
| Welltower Inc. | WELL | 4.36K | $861K | 0.2% | $45.2K | Added$167.2K |
| Gsk Plc | — | 14.6K | $811.5K | 0.2% | — | New |
| Eli Lilly & Co | LLY | 863 | $794.7K | 0.2% | −$116.3K | Added−$17.8K |
| Mckesson Corp | MCK | 907 | $785.6K | 0.2% | $36.2K | Added$138.4K |
| BlackRock, Inc. | BLK | 787 | $757.8K | 0.2% | −$77K | Added−$9.61K |
| Marsh & Mclennan Cos Inc | — | 3.72K | $644.5K | 0.2% | −$40.2K | Added$26.9K |
| Realty Income Corp | O | 10.4K | $641K | 0.2% | $45K | Added$142.6K |
| Solventum Corp | SOLV | 9.71K | $634.2K | 0.2% | −$135.4K | Held |
| Nushares Etf Tr | — | 19.9K | $513.7K | 0.1% | — | New |
| Boyd Gaming Corp | BYD | 6K | $494.3K | 0.1% | −$17.2K | Held |
| Advanced Micro Devices Inc | AMD | 2.1K | $427.2K | 0.1% | −$19.3K | Added$41.7K |
| Southwest Gas Hldgs Inc | — | 4.9K | $425.8K | 0.1% | $33.7K | Cut$17.7K |
| Oracle Corp | — | 2.45K | $359.8K | 0.1% | −$116.9K | Cut−$1.47M |
| General Dynamics Corp | GD | 1.01K | $346.3K | 0.1% | $6.62K | Cut−$2.81K |
| GE Vernova Inc. | GEV | 386 | $337.1K | 0.1% | $84.8K | Cut$62K |
| American Express Co | AXP | 1.01K | $306.4K | 0.1% | −$68.3K | Held |
| Emerson Elec Co | — | 2.22K | $291.1K | 0.1% | −$3.1K | Added$49.2K |
| Coca Cola Co | KO | 3.6K | $275.6K | 0.1% | $23.6K | Added$28.1K |
| Renaissancere Hldgs Ltd | — | 926 | $275.2K | 0.1% | $14.9K | Held |
| Meta Platforms, Inc. | META | 428 | $244.9K | 0.1% | −$37.6K | Cut−$42.9K |
| Agilysys Inc | AGYS | 3.41K | $242.4K | 0.1% | −$162.6K | Held |
| Newmont Corp | — | 2K | $216.5K | 0.1% | — | New |
| Public Svc Enterprise Grp In | — | 2.66K | $215.4K | 0.1% | — | New |
| Barrick Mng Corp | — | 5K | $203.9K | 0.1% | −$13.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.