Q3 2025 · 13F-HR
Buckley Wealth Management, LLCholdings as filed
Filed 2025-11-14 · accession 0001172661-25-004929
$365.2M
Reported value
102
Positions
2025-09-30
Period end
The Brief · Buckley Wealth Management, LLC · Q3 2025
AI · grounded in 13F
Buckley Wealth Management, LLC established a new position in AAPL worth $39.86M. The fund also initiated new stakes in MSFT for $35.32M and GOOGL for $21.50M. Additional new positions include BRK/B at $21.00M, CVX at $18.58M, and JPM at $18.44M. The fund currently manages 102 positions with a total AUM of $365.24M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $39.9M | 10.9% | 156,522 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $35.3M | 9.67% | 68,192 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $21.5M | 5.89% | 88,456 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.0M | 5.75% | 41,767 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $18.6M | 5.09% | 119,655 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $18.4M | 5.05% | 58,447 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $16.5M | 4.53% | 75,374 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $12.4M | 3.39% | 109,718 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $12.0M | 3.30% | 13,006 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $11.0M | 3.03% | 59,588 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $9.4M | 2.56% | 33,148 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $9.0M | 2.46% | 58,549 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $8.9M | 2.43% | 129,885 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $5.8M | 1.58% | 76,467 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.2M | 1.43% | 27,997 | Common | SOLE |
| 451107106 | IDA | IDACORP INC | $5.0M | 1.38% | 38,005 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $4.7M | 1.28% | 55,493 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $4.4M | 1.20% | 9,150 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $4.2M | 1.15% | 27,177 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $4.2M | 1.15% | 10,371 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $3.8M | 1.03% | 16,259 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $3.3M | 0.91% | 42,571 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $3.2M | 0.87% | 9,656 | Common | SOLE |
| 00206R102 | T | AT&T INC | $2.8M | 0.77% | 99,424 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $2.7M | 0.73% | 18,424 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $2.6M | 0.71% | 102,026 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.4M | 0.66% | 46,779 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $2.1M | 0.59% | 21,084 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $2.0M | 0.55% | 4,020 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $1.8M | 0.49% | 7,404 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $1.7M | 0.48% | 6,216 | Common | SOLE |
| 260557103 | DOW | DOW INC | $1.7M | 0.48% | 76,206 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $1.7M | 0.46% | 11,515 | Common | SOLE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $1.6M | 0.44% | 9,374 | Common | SOLE |
| 783549108 | R | RYDER SYS INC | $1.6M | 0.44% | 8,459 | Common | SOLE |
| 092113109 | BKH | BLACK HILLS CORP | $1.6M | 0.43% | 25,631 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.6M | 0.43% | 4,585 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $1.6M | 0.43% | 96,000 | Common | SOLE |
| 097023105 | BA | BOEING CO | $1.6M | 0.43% | 7,210 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $1.5M | 0.42% | 4,929 | Common | SOLE |
| 501044101 | KR | KROGER CO | $1.5M | 0.42% | 22,721 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $1.5M | 0.42% | 23,975 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $1.5M | 0.41% | 3,549 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.5M | 0.41% | 3,329 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $1.5M | 0.40% | 17,653 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $1.4M | 0.39% | 3,784 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.4M | 0.39% | 2,484 | Common | SOLE |
| 086516101 | BBY | BEST BUY INC | $1.4M | 0.38% | 18,545 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $1.4M | 0.38% | 8,703 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $1.4M | 0.37% | 19,209 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $1.4M | 0.37% | 5,495 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $1.3M | 0.36% | 4,370 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.3M | 0.36% | 4,402 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $1.3M | 0.36% | 6,800 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.3M | 0.36% | 7,103 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $1.3M | 0.36% | 8,282 | Common | SOLE |
| 87612G101 | TRGP | TARGA RES CORP | $1.3M | 0.35% | 7,680 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $1.3M | 0.35% | 5,400 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $1.2M | 0.33% | 4,802 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $1.2M | 0.33% | 8,974 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $1.2M | 0.32% | 9,866 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $1.2M | 0.32% | 13,159 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $1.1M | 0.31% | 2,402 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $1.1M | 0.30% | 15,234 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $1.1M | 0.29% | 15,925 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.29% | 3,081 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $978,346 | 0.27% | 4,087 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $966,150 | 0.26% | 2,936 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $954,840 | 0.26% | 13,080 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $938,748 | 0.26% | 4,251 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $923,542 | 0.25% | 9,697 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $920,868 | 0.25% | 1,192 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $878,475 | 0.24% | 5,416 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $878,374 | 0.24% | 1,103 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $857,313 | 0.23% | 3,173 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $849,128 | 0.23% | 1,120 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $831,265 | 0.23% | 713 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $767,257 | 0.21% | 3,246 | Common | SOLE |
| 92939U106 | WEC | WEC ENERGY GROUP INC | $757,898 | 0.21% | 6,614 | Common | SOLE |
| 624756102 | MLI | MUELLER INDS INC | $742,147 | 0.20% | 7,340 | Common | SOLE |
| 21871X109 | CRBG | COREBRIDGE FINL INC | $689,780 | 0.19% | 21,522 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $680,164 | 0.19% | 3,375 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $677,763 | 0.19% | 4,826 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $580,643 | 0.16% | 761 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $570,453 | 0.16% | 9,384 | Common | SOLE |
| 30225T102 | EXR | EXTRA SPACE STORAGE INC | $533,176 | 0.15% | 3,783 | Common | SOLE |
| 103304101 | BYD | BOYD GAMING CORP | $518,700 | 0.14% | 6,000 | Common | SOLE |
| 844895102 | SWX | SOUTHWEST GAS HLDGS INC | $415,202 | 0.11% | 5,300 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $402,055 | 0.11% | 1,910 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $358,692 | 0.10% | 3,408 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $341,000 | 0.09% | 1,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $337,807 | 0.09% | 1,017 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $306,971 | 0.08% | 418 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $291,222 | 0.08% | 1,800 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $277,320 | 0.08% | 451 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $267,213 | 0.07% | 2,737 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $238,205 | 0.07% | 7,100 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $235,599 | 0.06% | 1,796 | Common | SOLE |
| G7496G103 | RNR | RENAISSANCERE HLDGS LTD | $235,139 | 0.06% | 926 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $234,773 | 0.06% | 3,540 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $223,911 | 0.06% | 2,582 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $209,550 | 0.06% | 2,500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.