Buckley Wealth Management
Las Vegas, NVfiles as Buckley Wealth Management, LLC
$404m in 104 US stocks at the end of 30 June 2026. The top 10 are 55.4% of the money. It changed about 10.0% of the portfolio this quarter.
Value
$404m
Stocks
104
Top 10 share
55.4%
Turnover
10.0%
What changed this quarter
New
Bought for the first time this quarter.
- DuPont de NemoursDD0.3% of the fund
- Honeywell InternationalHON0.3% of the fund
- Honeywell AerospaceHONA0.3% of the fund
- Taiwan Semiconductor ManufacturingTSM0.3% of the fund
- International Business MachinesIBM0.1% of the fund
- Palantir TechnologiesPLTR0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- IntelINTC<0.1% of the fund
- Wells Fargo & CompanyWFC<0.1% of the fund
- Western Alliance BancorporationWAL<0.1% of the fund
- VivoPowerVIVO<0.1% of the fund
Added
Bought more of a stock they already held.
- MicrosoftMSFT6.7% of the fund+3%
- Berkshire HathawayBRK-B5.7% of the fund+4%
- Procter & GamblePG2.3% of the fund+4%
- MerckMRK2.1% of the fund+22%
- NextEra EnergyNEE1.8% of the fund+9%
- NvidiaNVDA1.7% of the fund+3%
- BroadcomAVGO0.9% of the fund+3%
- GE HealthCare TechnologiesGEHC0.6% of the fund+32%
- AT&TT0.6% of the fund+13%
- Lockheed MartinLMT0.5% of the fund+2%
- VisaV0.5% of the fund+5%
- Trane TechnologiesTT0.5% of the fund+5%
- Southwest AirlinesLUV0.5% of the fund+12%
- BoeingBA0.4% of the fund+3%
- SyscoSYY0.4% of the fund+2%
- Best BUYBBY0.4% of the fund+4%
- General ElectricGE0.4% of the fund+15%
- LindeLIN0.4% of the fund+5%
- Union PacificUNP0.3% of the fund+5%
- Parker-HannifinPH0.3% of the fund+5%
- Philip Morris InternationalPM0.3% of the fund+13%
- Mueller IndustriesMLI0.3% of the fund+4%
- WEC Energy GroupWEC0.3% of the fund+5%
- Waste ManagementWM0.3% of the fund+5%
- Eli LillyLLY0.3% of the fund+9%
Cut
Sold some of their stake.
- Cisco SystemsCSCO3.4% of the fund-6%
- Costco WholesaleCOST3.2% of the fund-4%
- CaterpillarCAT2.1% of the fund-10%
- Lam ResearchLRCX0.9% of the fund-10%
- Targa ResourcesTRGP0.7% of the fund-13%
- PfizerPFE0.6% of the fund-4%
- Texas InstrumentsTXN0.6% of the fund-2%
- Bank of AmericaBAC0.6% of the fund-11%
- Qnity ElectronicsQ0.5% of the fund-5%
- AlphabetGOOG0.5% of the fund-16%
- Ryder SystemR0.5% of the fund-5%
- CitigroupC0.5% of the fund-22%
- EatonETN0.4% of the fund-2%
- Cardinal HealthCAH0.4% of the fund-3%
- Morgan StanleyMS0.4% of the fund-15%
- TargetTGT0.4% of the fund-9%
- Williams CompaniesWMB0.4% of the fund-5%
- OneokOKE0.4% of the fund-4%
- Valero EnergyVLO0.4% of the fund-29%
- Marathon PetroleumMPC0.4% of the fund-8%
- FedExFDX0.3% of the fund-19%
- KrogerKR0.3% of the fund-3%
- Lowe's CompaniesLOW0.3% of the fund-3%
- Goldman Sachs GroupGS0.3% of the fund-9%
- DOWDOW0.2% of the fund-31%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- DuPont de NemoursDD-100%
- MastercardMA-100%
- MedtronicMDT-100%
- Emerson ElectricEMR-100%
- Renaissancere HoldingsRNR-100%
- AgilysysAGYS-100%
- NewmontNEM-100%
- Public Service Enterprise GroupPEG-100%
- Barrick MiningB-100%
Holdings
- Honeywell AerospaceHONA
- Share
- 0.3%
- Value
- $1m
- Shares
- 5,041
New
- GSKGSK
- Share
- 0.3%
- Value
- $1m
- Shares
- 21,069
+45%
- Nushares ETF TRNPFI
- Share
- 0.1%
- Value
- $547,455
- Shares
- 20,936
+5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 11.0% | $45m | 153,840 | Held |
| AlphabetGOOGL | 7.5% | $31m | 85,383 | Held |
| MicrosoftMSFT | 6.7% | $27m | 72,104 | +3% |
| Berkshire HathawayBRK-B | 5.7% | $23m | 45,696 | +4% |
| JPMorgan ChaseJPM | 4.9% | $20m | 59,992 | Held |
| ChevronCVX | 4.8% | $19m | 116,907 | Held |
| Amazon.comAMZN | 4.7% | $19m | 78,986 | Held |
| Johnson & JohnsonJNJ | 3.7% | $15m | 58,848 | Held |
| Cisco SystemsCSCO | 3.4% | $14m | 116,433 | -6% |
| Costco WholesaleCOST | 3.2% | $13m | 13,669 | -4% |
| AmgenAMGN | 2.9% | $12m | 32,852 | Held |
| Procter & GamblePG | 2.3% | $9m | 62,413 | +4% |
| MerckMRK | 2.1% | $9m | 66,283 | +22% |
| CaterpillarCAT | 2.1% | $9m | 8,020 | -10% |
| NextEra EnergyNEE | 1.8% | $7m | 84,577 | +9% |
| NvidiaNVDA | 1.7% | $7m | 33,763 | +3% |
| IdacorpIDA | 1.4% | $6m | 37,605 | Held |
| 3MMMM | 1.1% | $4m | 26,917 | Held |
| AbbVieABBV | 1.0% | $4m | 16,289 | Held |
| Lam ResearchLRCX | 0.9% | $4m | 8,432 | -10% |
| BroadcomAVGO | 0.9% | $4m | 9,635 | +3% |
| Home DepotHD | 0.9% | $4m | 10,270 | Held |
| Targa ResourcesTRGP | 0.7% | $3m | 10,845 | -13% |
| TJX CompaniesTJX | 0.7% | $3m | 17,889 | Held |
| PfizerPFE | 0.6% | $3m | 106,075 | -4% |
| Texas InstrumentsTXN | 0.6% | $2m | 7,922 | -2% |
| GE HealthCare TechnologiesGEHC | 0.6% | $2m | 36,880 | +32% |
| AT&TT | 0.6% | $2m | 112,438 | +13% |
| Bank of AmericaBAC | 0.6% | $2m | 40,416 | -11% |
| Lockheed MartinLMT | 0.5% | $2m | 4,320 | +2% |
| Qnity ElectronicsQ | 0.5% | $2m | 12,861 | -5% |
| VisaV | 0.5% | $2m | 6,114 | +5% |
| AlphabetGOOG | 0.5% | $2m | 5,849 | -16% |
| Ryder SystemR | 0.5% | $2m | 7,684 | -5% |
| Trane TechnologiesTT | 0.5% | $2m | 4,106 | +5% |
| CitigroupC | 0.5% | $2m | 13,545 | -22% |
| Southwest AirlinesLUV | 0.5% | $2m | 36,625 | +12% |
| Black HillsBKH | 0.5% | $2m | 25,031 | Held |
| Arista NetworksANET | 0.5% | $2m | 10,750 | Held |
| KenvueKVUE | 0.4% | $2m | 95,104 | Held |
| EatonETN | 0.4% | $2m | 4,249 | -2% |
| BoeingBA | 0.4% | $2m | 8,335 | +3% |
| Cardinal HealthCAH | 0.4% | $2m | 7,202 | -3% |
| SyscoSYY | 0.4% | $2m | 20,294 | +2% |
| Morgan StanleyMS | 0.4% | $2m | 8,040 | -15% |
| TargetTGT | 0.4% | $2m | 12,834 | -9% |
| Williams CompaniesWMB | 0.4% | $2m | 22,265 | -5% |
| Best BUYBBY | 0.4% | $2m | 21,025 | +4% |
| OneokOKE | 0.4% | $2m | 18,554 | -4% |
| General ElectricGE | 0.4% | $2m | 4,291 | +15% |
| Valero EnergyVLO | 0.4% | $2m | 6,024 | -29% |
| InvescoIVZ | 0.4% | $2m | 57,185 | Held |
| Marathon PetroleumMPC | 0.4% | $1m | 5,800 | -8% |
| Synchrony FinancialSYF | 0.4% | $1m | 19,409 | Held |
| LindeLIN | 0.4% | $1m | 2,799 | +5% |
| TeslaTSLA | 0.3% | $1m | 3,337 | Held |
| Union PacificUNP | 0.3% | $1m | 5,054 | +5% |
| FedExFDX | 0.3% | $1m | 4,245 | -19% |
| DuPont de NemoursDD | 0.3% | $1m | 9,731 | New |
| Parker-HannifinPH | 0.3% | $1m | 1,315 | +5% |
| CencoraCOR | 0.3% | $1m | 4,454 | Held |
| McDonald'sMCD | 0.3% | $1m | 4,650 | Held |
| Philip Morris InternationalPM | 0.3% | $1m | 6,877 | +13% |
| Mueller IndustriesMLI | 0.3% | $1m | 9,980 | +4% |
| Advanced Micro DevicesAMD | 0.3% | $1m | 2,100 | Held |
| WEC Energy GroupWEC | 0.3% | $1m | 10,409 | +5% |
| KrogerKR | 0.3% | $1m | 21,679 | -3% |
| Waste ManagementWM | 0.3% | $1m | 5,126 | +5% |
| Eli LillyLLY | 0.3% | $1m | 943 | +9% |
| Honeywell InternationalHON | 0.3% | $1m | 5,041 | New |
| Lowe's CompaniesLOW | 0.3% | $1m | 5,082 | -3% |
| Honeywell AerospaceHONA | 0.3% | $1m | 5,041 | New |
| GSKGSK | 0.3% | $1m | 21,069 | +45% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $1m | 2,283 | New |
| WelltowerWELL | 0.3% | $1m | 4,574 | +5% |
| Goldman Sachs GroupGS | 0.3% | $1m | 1,007 | -9% |
| CRH PublicCRH | 0.2% | $960,540 | 8,978 | +4% |
| PepsiCoPEP | 0.2% | $919,503 | 6,792 | +13% |
| Constellation EnergyCEG | 0.2% | $851,169 | 3,427 | +3% |
| CME GroupCME | 0.2% | $802,275 | 3,634 | +3% |
| BlackRockBLK | 0.2% | $797,132 | 830 | +5% |
| MckessonMCK | 0.2% | $746,567 | 987 | +9% |
| DOWDOW | 0.2% | $717,050 | 26,208 | -31% |
| Realty IncomeO | 0.2% | $678,769 | 10,956 | +5% |
| SolventumSOLV | 0.2% | $662,492 | 8,587 | -12% |
| T-Mobile USTMUS | 0.2% | $644,584 | 3,844 | -14% |
| Marsh & McLennan CompaniesMRSH | 0.2% | $641,512 | 3,849 | +4% |
| International Business MachinesIBM | 0.1% | $553,984 | 1,970 | New |
| Nushares ETF TRNPFI | 0.1% | $547,455 | 20,936 | +5% |
| Palantir TechnologiesPLTR | 0.1% | $481,615 | 4,128 | New |
| Boyd GamingBYD | 0.1% | $463,733 | 5,250 | -13% |
| Micron TechnologyMU | <0.1% | $391,305 | 339 | New |
| General DynamicsGD | <0.1% | $357,428 | 1,009 | Held |
| OracleORCL | <0.1% | $348,648 | 2,379 | -3% |
| GE VernovaGEV | <0.1% | $338,364 | 288 | -25% |
| FedEx Freight Holding CompanyFDXF | <0.1% | $318,610 | 2,110 | New |
| Coca-ColaKO | <0.1% | $294,398 | 3,599 | Held |
| IntelINTC | <0.1% | $279,260 | 2,000 | New |
| Meta PlatformsMETA | <0.1% | $235,453 | 418 | -2% |
| Southwest Gas HoldingsSWX | <0.1% | $235,002 | 2,650 | -46% |
Showing the largest 100 of 104.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 21.0% since 30 June 2025.
Where the money is
Technology27.2%
Financial services14.2%
Health care12.4%
Industrials9.2%
Media & telecom8.9%
Retail & consumer7.7%
Everyday goods7.6%
Energy7.1%
Utilities4.3%
Materials0.8%
Real estate0.4%
Other0.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.