Buckley Wealth Management, LLC
104 holdingsFiling period: 2026-06-30Current AUM: $432.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 153.8K | $44.5M | $53.5M | 12.38% | -1,478 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 85.4K | $30.5M | $27.3M | 6.33% | +619 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 72.1K | $26.9M | $37.8M | 8.75% | +2.3K | 2026-06-30 |
| 4 | BRK-B | Berkshire Hathaway Inc Del | 45.7K | $22.9M | $22.9M | 5.29% | +1.6K | 2026-06-30 |
| 5 | JPM | JPMorgan Chase & Co | 60.0K | $19.6M | $19.9M | 4.60% | -103 | 2026-06-30 |
| 6 | CVX | Chevron Corporation | 116.9K | $19.4M | $27.3M | 6.31% | -1,222 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 79.0K | $18.8M | $19.6M | 4.53% | -355 | 2026-06-30 |
| 8 | JNJ | Johnson & Johnson | 58.8K | $14.9M | $15.5M | 3.59% | -276 | 2026-06-30 |
| 9 | CSCO | Cisco Sys Inc | 116.4K | $13.7M | $12.4M | 2.87% | -8,048 | 2026-06-30 |
| 10 | COST | Costco Wholesale Corporation | 13.7K | $12.8M | $13.7M | 3.17% | -560 | 2026-06-30 |
| 11 | AMGN | Amgen Inc | 32.9K | $11.9M | $14.4M | 3.34% | -250 | 2026-06-30 |
| 12 | PG | Procter & Gamble Co | 62.4K | $9.2M | $10.0M | 2.33% | +2.2K | 2026-06-30 |
| 13 | MRK | Merck & Co Inc | 66.3K | $8.6M | $9.7M | 2.24% | +11.7K | 2026-06-30 |
| 14 | CAT | Caterpillar Inc | 8.0K | $8.5M | $5.5M | 1.28% | -925 | 2026-06-30 |
| 15 | NEE | Nextera Energy Inc | 84.6K | $7.4M | $6.9M | 1.61% | +6.9K | 2026-06-30 |
| 16 | NVDA | NVIDIA Corporation | 33.8K | $6.8M | $7.1M | 1.65% | +925 | 2026-06-30 |
| 17 | IDA | Idacorp Inc | 37.6K | $5.7M | $5.3M | 1.22% | -200 | 2026-06-30 |
| 18 | MMM | 3M Co | 26.9K | $4.4M | $4.7M | 1.08% | +250 | 2026-06-30 |
| 19 | ABBV | Abbvie Inc | 16.3K | $4.1M | $4.7M | 1.08% | -90 | 2026-06-30 |
| 20 | LRCX | Lam Research Corp | 8.4K | $3.7M | $1.9M | 0.45% | -932 | 2026-06-30 |
| 21 | AVGO | Broadcom Inc | 9.6K | $3.6M | $3.1M | 0.72% | +318 | 2026-06-30 |
| 22 | HD | Home Depot Inc | 10.3K | $3.6M | $3.3M | 0.76% | -- | 2026-06-30 |
| 23 | TRGP | Targa Res Corp | 10.8K | $2.9M | $3.3M | 0.76% | -1,659 | 2026-06-30 |
| 24 | TJX | Tjx Cos Inc New | 17.9K | $2.7M | $2.6M | 0.60% | -175 | 2026-06-30 |
| 25 | PFE | Pfizer Inc | 106.1K | $2.6M | $3.2M | 0.74% | -3,935 | 2026-06-30 |
← Scroll →
Page 1 of 5