Q4 2025 · 13F-HR
Buckley Wealth Management, LLCholdings as filed
Filed 2026-02-12 · accession 0001172661-26-000641
$377.2M
Reported value
103
Positions
2025-12-31
Period end
The Brief · Buckley Wealth Management, LLC · Q4 2025
AI · grounded in 13F
Buckley Wealth Management, LLC established a new position in Invesco Ltd IVZ valued at $1.55M. The fund closed out positions in Progressive Corp PGR and PayPal Hldgs Inc PYPL, reducing exposure by $1.36M and $1.07M respectively. Additionally, the manager trimmed holdings in Dow Inc DOW by 44.02% and DuPont de Nemours Inc DD by 23.02%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $42.1M | 11.2% | 154,908 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $32.9M | 8.72% | 67,999 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $26.9M | 7.13% | 85,893 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.3M | 5.64% | 42,341 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $18.6M | 4.94% | 57,864 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $18.3M | 4.86% | 120,225 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $17.3M | 4.60% | 75,119 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $13.2M | 3.50% | 109,682 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $12.3M | 3.25% | 59,291 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $12.1M | 3.22% | 14,085 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $10.9M | 2.88% | 33,235 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $9.8M | 2.59% | 126,772 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $8.5M | 2.26% | 59,568 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $6.1M | 1.62% | 76,223 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $5.8M | 1.54% | 55,053 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $5.4M | 1.42% | 28,750 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $5.2M | 1.37% | 8,995 | Common | SOLE |
| 451107106 | IDA | IDACORP INC | $4.8M | 1.27% | 37,805 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $4.3M | 1.15% | 27,097 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $3.7M | 0.98% | 16,148 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $3.5M | 0.92% | 10,047 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $3.1M | 0.82% | 8,961 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $2.8M | 0.75% | 113,061 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $2.8M | 0.74% | 18,227 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.6M | 0.68% | 46,504 | Common | SOLE |
| 00206R102 | T | AT&T INC | $2.5M | 0.66% | 99,738 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $2.3M | 0.60% | 7,264 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $2.2M | 0.57% | 18,429 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $2.0M | 0.53% | 4,120 | Common | SOLE |
| 092113109 | BKH | BLACK HILLS CORP | $1.8M | 0.49% | 26,531 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $1.8M | 0.49% | 9,386 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $1.8M | 0.47% | 8,546 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $1.7M | 0.44% | 96,100 | Common | SOLE |
| 03073E105 | COR | CENCORA INC | $1.6M | 0.43% | 4,854 | Common | SOLE |
| 87165B103 | SYF | SYNCHRONY FINANCIAL | $1.6M | 0.43% | 19,259 | Common | SOLE |
| 92826C839 | V | VISA INC | $1.6M | 0.43% | 4,572 | Common | SOLE |
| 097023105 | BA | BOEING CO | $1.6M | 0.43% | 7,385 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $1.6M | 0.42% | 5,475 | Common | SOLE |
| 783549108 | R | RYDER SYS INC | $1.6M | 0.41% | 8,119 | Common | SOLE |
| G491BT108 | IVZ | INVESCO LTD | $1.5M | 0.41% | 58,860 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $1.5M | 0.41% | 8,678 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $1.5M | 0.40% | 8,842 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $1.5M | 0.40% | 3,348 | Common | SOLE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $1.5M | 0.40% | 9,244 | Common | SOLE |
| 87612G101 | TRGP | TARGA RES CORP | $1.5M | 0.39% | 8,055 | Common | SOLE |
| 501044101 | KR | KROGER CO | $1.4M | 0.38% | 22,977 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.4M | 0.38% | 2,504 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $1.4M | 0.38% | 14,481 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $1.4M | 0.37% | 23,475 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $1.4M | 0.37% | 3,539 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $1.4M | 0.36% | 4,490 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $1.4M | 0.36% | 18,629 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $1.3M | 0.36% | 10,289 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $1.3M | 0.35% | 18,144 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.3M | 0.35% | 7,674 | Common | SOLE |
| 26614N102 | DD | DUPONT DE NEMOURS INC | $1.3M | 0.35% | 32,771 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $1.3M | 0.33% | 6,414 | Common | SOLE |
| 086516101 | BBY | BEST BUY INC | $1.2M | 0.33% | 18,565 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.2M | 0.32% | 3,951 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $1.2M | 0.32% | 3,794 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $1.2M | 0.32% | 9,546 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $1.2M | 0.31% | 4,793 | Common | SOLE |
| 74743L100 | Q | QNITY ELECTRONICS INC | $1.1M | 0.30% | 13,772 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $1.0M | 0.27% | 2,931 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $1.0M | 0.27% | 6,300 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $1.0M | 0.27% | 2,395 | Common | SOLE |
| 260557103 | DOW | DOW INC | $997,344 | 0.26% | 42,658 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $981,798 | 0.26% | 1,117 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $974,815 | 0.26% | 2,953 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $973,053 | 0.26% | 1,107 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $948,412 | 0.25% | 4,100 | Common | SOLE |
| 92939U106 | WEC | WEC ENERGY GROUP INC | $938,699 | 0.25% | 8,901 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $934,760 | 0.25% | 9,731 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $930,692 | 0.25% | 4,236 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $866,000 | 0.23% | 5,399 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $863,479 | 0.23% | 3,162 | Common | SOLE |
| 624756102 | MLI | MUELLER INDS INC | $839,877 | 0.22% | 7,316 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $820,079 | 0.22% | 4,039 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $812,458 | 0.22% | 756 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $769,579 | 0.20% | 9,712 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $767,434 | 0.20% | 717 | Common | SOLE |
| 95040Q104 | WELL | WELLTOWER INC | $693,810 | 0.18% | 3,738 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $660,766 | 0.18% | 4,604 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $647,209 | 0.17% | 789 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $617,596 | 0.16% | 3,329 | Common | SOLE |
| 103304101 | BYD | BOYD GAMING CORP | $511,440 | 0.14% | 6,000 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $498,424 | 0.13% | 8,842 | Common | SOLE |
| 844895102 | SWX | SOUTHWEST GAS HLDGS INC | $408,102 | 0.11% | 5,100 | Common | SOLE |
| 00847J105 | AGYS | AGILYSYS INC | $405,007 | 0.11% | 3,408 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $385,488 | 0.10% | 1,800 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $374,759 | 0.10% | 1,013 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $349,116 | 0.09% | 1,037 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $287,799 | 0.08% | 436 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $275,153 | 0.07% | 421 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $260,973 | 0.07% | 2,737 | Common | SOLE |
| G7496G103 | RNR | RENAISSANCERE HLDGS LTD | $260,354 | 0.07% | 926 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $247,481 | 0.07% | 3,540 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $241,949 | 0.06% | 1,823 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $233,000 | 0.06% | 2,500 | Common | SOLE |
| 06849F108 | B | BARRICK MNG CORP | $217,750 | 0.06% | 5,000 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $216,770 | 0.06% | 5,648 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $212,902 | 0.06% | 199 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $207,317 | 0.05% | 2,466 | 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.