Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Buckley Wealth Management, LLC (CIK 1730126) reported $404.3M across 104 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($44.5M, 11.01%), GOOGL ($30.5M, 7.55%), MSFT ($26.9M, 6.65%), BRKB ($22.9M, 5.66%), JPM ($19.6M, 4.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $44.5M | 11.01% | 153,840 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $30.5M | 7.55% | 85,383 | Added |
| 3 | MSFT | MICROSOFT CORP | $26.9M | 6.65% | 72,104 | Added |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $22.9M | 5.66% | 45,696 | Added |
| 5 | JPM | JPMORGAN CHASE & CO | $19.6M | 4.86% | 59,992 | Trimmed |
| 6 | CVX | CHEVRON CORPORATION | $19.4M | 4.79% | 116,907 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $18.8M | 4.66% | 78,986 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $14.9M | 3.70% | 58,848 | Trimmed |
| 9 | CSCO | CISCO SYS INC | $13.7M | 3.38% | 116,433 | Trimmed |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $12.8M | 3.16% | 13,669 | Trimmed |
| 11 | AMGN | AMGEN INC | $11.9M | 2.94% | 32,852 | Trimmed |
| 12 | PG | PROCTER & GAMBLE CO | $9.2M | 2.26% | 62,413 | Added |
| 13 | MRK | MERCK & CO INC | $8.6M | 2.12% | 66,283 | Added |
| 14 | CAT | CATERPILLAR INC | $8.5M | 2.11% | 8,020 | Trimmed |
| 15 | NEE | NEXTERA ENERGY INC | $7.4M | 1.84% | 84,577 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $6.8M | 1.67% | 33,763 | Added |
| 17 | IDA | IDACORP INC | $5.7M | 1.41% | 37,605 | Trimmed |
| 18 | MMM | 3M CO | $4.4M | 1.08% | 26,917 | Added |
| 19 | ABBV | ABBVIE INC | $4.1M | 1.01% | 16,289 | Trimmed |
| 20 | LRCX | LAM RESEARCH CORP | $3.7M | 0.90% | 8,432 | Trimmed |
| 21 | AVGO | BROADCOM INC | $3.6M | 0.90% | 9,635 | Added |
| 22 | HD | HOME DEPOT INC | $3.6M | 0.90% | 10,270 | Hold |
| 23 | TRGP | TARGA RES CORP | $2.9M | 0.72% | 10,845 | Trimmed |
| 24 | TJX | TJX COS INC NEW | $2.7M | 0.67% | 17,889 | Trimmed |
| 25 | PFE | PFIZER INC | $2.6M | 0.63% | 106,075 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30