Institutional
Buckley Wealth Management, LLC
CIK 0001730126
$391.8M
Reported AUM
103
Positions
Q1 2026
Period
2026-05-13
Filed
The Brief · Buckley Wealth Management, LLC · Q1 2026
AI · grounded in 13F
Buckley Wealth Management, LLC reduced its position in ORCL by 73.94%. The fund established a new position in GEHC valued at $1.98M and increased its holdings in TRGP by 55.23%. Additionally, the fund closed its entire position in UNH, resulting in a negative delta of $974,815.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $39.4M | 10.06% | — | HELD |
| 2 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $25.8M | 6.59% | — | HELD |
| 3 | CVX | CHEVRON CORPORATION | $192.31 | 0.23% | 31.24% | 138.73% | $24.4M | 6.24% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $24.4M | 6.22% | — | HELD |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $21.1M | 5.39% | — | HELD |
| 6 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | 47.45% | 240.22% | $18.1M | 4.62% | — | HELD |
| 7 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | 21.40% | 144.23% | $17.7M | 4.51% | — | HELD |
| 8 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $16.5M | 4.22% | — | HELD |
| 9 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | 56.99% | 69.37% | $14.5M | 3.69% | — | HELD |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | 0.49% | 120.47% | $14.2M | 3.62% | — | HELD |
| 11 | AMGN | AMGEN INC | $387.64 | 0.00% | 34.50% | 99.65% | $11.6M | 2.97% | — | HELD |
| 12 | CSCO | CISCO SYS INC | $113.56 | 0.96% | 71.43% | 119.60% | $9.7M | 2.46% | — | HELD |
| 13 | PG | PROCTER & GAMBLE CO | $143.96 | -1.46% | -1.63% | 14.96% | $8.7M | 2.22% | — | HELD |
| 14 | NEE | NEXTERA ENERGY INC | $87.93 | -0.60% | 29.29% | 19.57% | $7.2M | 1.84% | — | HELD |
| 15 | MRK | MERCK & CO INC | $129.79 | -0.44% | 66.99% | 96.29% | $6.6M | 1.69% | — | HELD |
| 16 | CAT | CATERPILLAR INC | $809.14 | 3.38% | 90.45% | 318.17% | $6.3M | 1.62% | — | HELD |
| 17 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $5.7M | 1.46% | — | HELD |
| 18 | IDA | IDACORP INC | $141.90 | -1.73% | 17.41% | 55.51% | $5.4M | 1.38% | — | HELD |
| 19 | MMM | 3M CO | $176.07 | -1.06% | 24.20% | 28.27% | $3.9M | 0.99% | — | HELD |
| 20 | ABBV | ABBVIE INC | $257.41 | -2.24% | 36.96% | 157.96% | $3.6M | 0.91% | — | HELD |
| 21 | HD | HOME DEPOT INC | $333.35 | -1.45% | -8.42% | 15.74% | $3.4M | 0.86% | — | HELD |
| 22 | TRGP | TARGA RES CORP | $268.34 | 1.39% | 67.46% | 575.79% | $3.1M | 0.80% | — | HELD |
| 23 | PFE | PFIZER INC | $24.91 | -0.95% | 14.58% | -28.87% | $3.1M | 0.79% | — | HELD |
| 24 | T | AT&T INC | $23.21 | -3.05% | -12.59% | 51.24% | $2.9M | 0.74% | — | HELD |
| 25 | TJX | TJX COS INC NEW | $159.26 | -1.47% | 27.39% | 133.67% | $2.9M | 0.74% | — | HELD |
| 26 | AVGO | BROADCOM INC | $387.84 | 4.73% | 34.78% | 753.17% | $2.9M | 0.74% | — | HELD |
| 27 | LMT | LOCKHEED MARTIN CORP | $574.11 | 0.86% | 38.85% | 79.73% | $2.6M | 0.65% | — | HELD |
| 28 | BAC | BANK AMERICA CORP | $61.73 | 1.08% | 37.29% | 66.09% | $2.2M | 0.57% | — | HELD |
| 29 | VLO | VALERO ENERGY CORP | $311.71 | 3.45% | 138.09% | 446.65% | $2.1M | 0.53% | — | HELD |
| 30 | LRCX | LAM RESEARCH CORP | $297.72 | 17.98% | 163.30% | 339.52% | $2.0M | 0.51% | — | HELD |
| 31 | GOOG | ALPHABET INC | $333.68 | -0.62% | — | — | $2.0M | 0.51% | — | HELD |
| 32 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $69.94 | -2.73% | — | — | $2.0M | 0.51% | — | HELD |
| 33 | C | CITIGROUP INC | $132.32 | 4.08% | — | — | $2.0M | 0.50% | — | HELD |
| 34 | FDX | FEDEX CORP | $308.55 | -0.02% | — | — | $1.9M | 0.48% | — | HELD |
| 35 | BKH | BLACK HILLS CORP | $72.23 | -0.97% | — | — | $1.8M | 0.45% | — | HELD |
| 36 | V | VISA INC | $366.27 | -0.67% | — | — | $1.8M | 0.45% | — | HELD |
| 37 | OKE | ONEOK INC NEW | $89.07 | -1.03% | — | — | $1.7M | 0.44% | — | HELD |
| 38 | TGT | TARGET CORP | $144.51 | -0.95% | — | — | $1.7M | 0.44% | — | HELD |
| 39 | WMB | WILLIAMS COS INC | $70.91 | 1.11% | — | — | $1.7M | 0.44% | — | HELD |
| 40 | KVUE | KENVUE INC | $19.31 | -2.43% | — | — | $1.7M | 0.42% | — | HELD |
| 41 | R | RYDER SYS INC | $258.17 | -0.03% | — | — | $1.7M | 0.42% | — | HELD |
| 42 | TT | TRANE TECHNOLOGIES PLC | $440.28 | -1.46% | — | — | $1.6M | 0.42% | — | HELD |
| 43 | KR | KROGER CO | $57.86 | -3.36% | — | — | $1.6M | 0.41% | — | HELD |
| 44 | BA | BOEING CO | $220.90 | 3.22% | — | — | $1.6M | 0.41% | — | HELD |
| 45 | DOW | DOW HLDGS INC | $30.09 | -1.18% | — | — | $1.6M | 0.40% | — | HELD |
| 46 | TXN | TEXAS INSTRS INC | $278.76 | 2.75% | — | — | $1.6M | 0.40% | — | HELD |
| 47 | CAH | CARDINAL HEALTH INC | $227.07 | -0.89% | — | — | $1.6M | 0.40% | — | HELD |
| 48 | Q | QNITY ELECTRONICS INC | $130.52 | 5.78% | — | — | $1.6M | 0.40% | — | HELD |
| 49 | MS | MORGAN STANLEY | $210.06 | 3.41% | — | — | $1.6M | 0.40% | — | HELD |
| 50 | ETN | EATON CORP PLC | $386.89 | 6.91% | — | — | $1.6M | 0.40% | — | HELD |
| 51 | MPC | MARATHON PETE CORP | $314.08 | 1.74% | — | — | $1.5M | 0.39% | — | HELD |
| 52 | MCD | MCDONALDS CORP | $268.44 | -1.13% | — | — | $1.5M | 0.37% | — | HELD |
| 53 | HON | HONEYWELL INTL INC | $241.91 | 0.33% | — | — | $1.4M | 0.37% | — | HELD |
| 54 | DD | DUPONT DE NEMOURS INC | $138.84 | 0.54% | — | — | $1.4M | 0.37% | — | HELD |
| 55 | COR | CENCORA INC | $312.23 | -2.00% | — | — | $1.4M | 0.36% | — | HELD |
| 56 | SYY | SYSCO CORP | $84.71 | -0.71% | — | — | $1.4M | 0.36% | — | HELD |
| 57 | IVZ | INVESCO LTD | $29.42 | 4.81% | — | — | $1.4M | 0.35% | — | HELD |
| 58 | ANET | ARISTA NETWORKS INC | $171.02 | 8.26% | — | — | $1.3M | 0.34% | — | HELD |
| 59 | LIN | LINDE PLC | $508.64 | -0.49% | — | — | $1.3M | 0.34% | — | HELD |
| 60 | BBY | BEST BUY INC | $87.82 | -2.61% | — | — | $1.3M | 0.33% | — | HELD |
| 61 | SYF | SYNCHRONY FINANCIAL | $77.17 | 2.93% | — | — | $1.3M | 0.33% | — | HELD |
| 62 | MA | MASTERCARD INCORPORATED | $577.35 | 2.49% | — | — | $1.3M | 0.33% | — | HELD |
| 63 | TSLA | TESLA INC | $308.85 | 3.53% | — | — | $1.2M | 0.32% | — | HELD |
| 64 | LUV | SOUTHWEST AIRLS CO | $45.60 | 2.75% | — | — | $1.2M | 0.32% | — | HELD |
| 65 | LOW | LOWES COS INC | $210.08 | -2.60% | — | — | $1.2M | 0.32% | — | HELD |
| 66 | UNP | UNION PAC CORP | $289.46 | -0.93% | — | — | $1.2M | 0.30% | — | HELD |
| 67 | WEC | WEC ENERGY GROUP INC | $110.05 | -1.11% | — | — | $1.1M | 0.29% | — | HELD |
| 68 | WM | WASTE MGMT INC DEL | $226.33 | -4.34% | — | — | $1.1M | 0.29% | — | HELD |
| 69 | PH | PARKER-HANNIFIN CORP | $962.79 | 1.23% | — | — | $1.1M | 0.29% | — | HELD |
| 70 | GE | GE AEROSPACE | $355.04 | 1.26% | — | — | $1.1M | 0.27% | — | HELD |
| 71 | MLI | MUELLER INDS INC | $66.86 | 2.23% | — | — | $1.1M | 0.27% | — | HELD |
| 72 | CME | CME GROUP INC | $267.22 | 0.67% | — | — | $1.0M | 0.27% | — | HELD |
| 73 | PM | PHILIP MORRIS INTL INC | $192.00 | -3.25% | — | — | $1.0M | 0.26% | — | HELD |
| 74 | GS | GOLDMAN SACHS GROUP INC | $1024.86 | 4.50% | — | — | $937K | 0.24% | — | HELD |
| 75 | TMUS | T-MOBILE US INC | $173.34 | -4.51% | — | — | $936K | 0.24% | — | HELD |
| 76 | PEP | PEPSICO INC | $140.20 | -2.30% | — | — | $934K | 0.24% | — | HELD |
| 77 | CEG | CONSTELLATION ENERGY CORP | $263.56 | 2.17% | — | — | $925K | 0.24% | — | HELD |
| 78 | CRH | CRH PLC | $96.00 | -3.72% | — | — | $911K | 0.23% | — | HELD |
| 79 | MDT | MEDTRONIC PLC | $85.71 | -2.09% | — | — | $904K | 0.23% | — | HELD |
| 80 | WELL | WELLTOWER INC | $235.63 | -2.26% | — | — | $861K | 0.22% | — | HELD |
| 81 | GSK | GSK PLC | $52.07 | -2.16% | — | — | $812K | 0.21% | — | HELD |
| 82 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | — | — | $795K | 0.20% | — | HELD |
| 83 | MCK | MCKESSON CORP | $865.51 | -2.59% | — | — | $786K | 0.20% | — | HELD |
| 84 | BLK | BLACKROCK INC | $1098.37 | 1.78% | — | — | $758K | 0.19% | — | HELD |
| 85 | MRSH | MARSH & MCLENNAN COS INC | $191.51 | -3.08% | — | — | $645K | 0.16% | — | HELD |
| 86 | O | REALTY INCOME CORP | $64.43 | -1.69% | — | — | $641K | 0.16% | — | HELD |
| 87 | SOLV | SOLVENTUM CORP | $86.82 | -1.95% | — | — | $634K | 0.16% | — | HELD |
| 88 | NPFI | NUSHARES ETF TR | $25.88 | 0.12% | — | — | $514K | 0.13% | — | HELD |
| 89 | BYD | BOYD GAMING CORP | $87.05 | -4.12% | — | — | $494K | 0.13% | — | HELD |
| 90 | AMD | ADVANCED MICRO DEVICES INC | $485.39 | 13.00% | — | — | $427K | 0.11% | — | HELD |
| 91 | SWX | SOUTHWEST GAS HLDGS INC | $90.30 | -1.63% | — | — | $426K | 0.11% | — | HELD |
| 92 | ORCL | ORACLE CORP | $127.56 | 8.34% | — | — | $360K | 0.09% | — | HELD |
| 93 | GD | GENERAL DYNAMICS CORP | $382.20 | 0.33% | — | — | $346K | 0.09% | — | HELD |
| 94 | GEV | GE VERNOVA INC | $981.98 | 9.07% | — | — | $337K | 0.09% | — | HELD |
| 95 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | — | — | $306K | 0.08% | — | HELD |
| 96 | EMR | EMERSON ELEC CO | $148.64 | 2.00% | — | — | $291K | 0.07% | — | HELD |
| 97 | KO | COCA COLA CO | $88.49 | -0.66% | — | — | $276K | 0.07% | — | HELD |
| 98 | RNR | RENAISSANCERE HLDGS LTD | $318.36 | -4.28% | — | — | $275K | 0.07% | — | HELD |
| 99 | META | META PLATFORMS INC | $539.03 | -7.95% | — | — | $245K | 0.06% | — | HELD |
| 100 | AGYS | AGILYSYS INC | $107.65 | -5.31% | — | — | $242K | 0.06% | — | HELD |
| 101 | NEM | NEWMONT CORP | — | — | — | — | $217K | 0.06% | — | HELD |
| 102 | PEG | PUBLIC SVC ENTERPRISE GROUP | — | — | — | — | $215K | 0.05% | — | HELD |
| 103 | B | BARRICK MNG CORP | — | — | — | — | $204K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001762. 13F discloses long positions only — shorts, foreign equities, and options are excluded.