Fund Holdings

Buckley Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
CHEVRON CORPORATION(CVX)120,225118,129-2,09618,323,55324,440,9816.24%+6,117,428
EXXON MOBIL CORP(XOM)109,682106,628-3,05413,199,19518,090,5994.62%+4,891,404
JOHNSON & JOHNSON(JNJ)59,29159,124-16712,270,35514,452,6133.69%+2,182,258
COSTCO WHOLESALE CORPORATION(COST)14,08514,229+14412,146,68414,181,4203.62%+2,034,736
GE HEALTHCARE TECHNOLOGIES I(GEHC)027,886+27,88601,984,9270.51%+1,984,927
TARGA RES CORP(TRGP)8,05512,504+4,4491,486,1483,135,1340.80%+1,648,986
SOUTHWEST AIRLS CO(LUV)032,835+32,83501,239,5320.32%+1,239,532
CATERPILLAR INC(CAT)8,9958,945-505,152,9666,337,1761.62%+1,184,210
NEXTERA ENERGY INC(NEE)76,22377,657+1,4346,119,2427,212,8521.84%+1,093,610
MERCK & CO INC(MRK)55,05354,553-5005,794,8796,608,5501.69%+813,671
GSK PLC(GSK)014,580+14,5800811,5220.21%+811,522
AMGEN INC(AMGN)33,23533,102-13310,878,14811,646,9592.97%+768,811
IDACORP INC(IDA)37,80537,80504,784,6015,404,9831.38%+620,382
VALERO ENERGY CORP(VLO)08,469+8,46902,092,5210.53%+2,092,521
DOW HLDGS INC(DOW)42,65837,908-4,750997,3441,578,8690.40%+581,525
LOCKHEED MARTIN CORP(LMT)4,1204,220+1001,992,7202,550,5280.65%+557,808
MARATHON PETE CORP(MPC)6,3006,30001,024,5691,538,3340.39%+513,765
NUSHARES ETF TR019,936+19,9360513,6890.13%+513,689
LAM RESEARCH CORP(LRCX)8,8429,364+5221,513,5742,003,3850.51%+489,811
QNITY ELECTRONICS INC(Q)13,77213,572-2001,124,4841,565,9400.40%+441,456
AT&T INC(T)99,73899,73802,477,4922,891,4060.74%+413,914
ONEOK INC NEW(OKE)18,62919,284+6551,369,2321,743,0850.44%+373,853
NVIDIA CORPORATION(NVDA)28,75032,838+4,0885,361,8755,727,2571.46%+365,382
EATON CORP PLC(ETN)3,7944,344+5501,208,4271,553,7180.40%+345,291
LINDE PLC(LIN)2,3952,662+2671,021,2041,320,2100.34%+299,006
WILLIAMS COS INC(WMB)023,485+23,48501,709,2430.44%+1,709,243
TARGET CORP(TGT)14,48114,114-3671,415,5181,710,6160.44%+295,098
FEDEX CORP(FDX)5,4755,225-2501,581,5091,868,6160.48%+287,107
PFIZER INC(PFE)113,061110,010-3,0512,815,2193,089,0810.79%+273,862
PEPSICO INC(PEP)4,6046,016+1,412660,766934,3820.24%+273,616
TRANE TECHNOLOGIES PLC(TT)3,5393,929+3901,377,3791,637,3750.42%+259,996
TEXAS INSTRS INC(TXN)7,6748,107+4331,331,3621,573,8970.40%+242,535
UNION PAC CORP(UNP)4,1004,819+719948,4121,169,1860.30%+220,774
MUELLER INDS INC(MLI)7,3169,555+2,239839,8771,058,8050.27%+218,928
NEWMONT CORP(NEM)02,000+2,0000216,5000.06%+216,500
PUBLIC SVC ENTERPRISE GROUP(PEG)02,661+2,6610215,4100.05%+215,410
WEC ENERGY GROUP INC(WEC)09,899+9,89901,146,1220.29%+1,146,122
HONEYWELL INTL INC(HON)6,4146,41401,251,3071,449,7560.37%+198,449
WASTE MGMT INC DEL(WM)04,903+4,90301,126,8900.29%+1,126,890
KROGER CO(KR)22,97722,304-6731,435,6031,613,9190.41%+178,316
CME GROUP INC(CME)3,1623,519+357863,4791,039,6370.27%+176,158
WELLTOWER INC(WELL)04,355+4,3550861,0250.22%+861,025
PROCTER & GAMBLE CO(PG)59,56860,253+6858,536,7308,702,9852.22%+166,255
PHILIP MORRIS INTL INC(PM)5,3996,111+712866,0001,019,4900.26%+153,490
VISA INC(V)05,811+5,81101,756,6210.45%+1,756,621
REALTY INCOME CORP(O)8,84210,431+1,589498,424641,0500.16%+142,626
PARKER-HANNIFIN CORP(PH)1,1171,251+134981,7981,120,8370.29%+139,039
MCKESSON CORP(MCK)789907+118647,209785,6170.20%+138,408
DUPONT DE NEMOURS INC(DD)32,77131,491-1,2801,317,3941,442,2870.37%+124,893
T-MOBILE US INC(TMUS)4,0394,454+415820,079935,6860.24%+115,607
RYDER SYS INC(R)8,1198,074-451,553,8951,652,8280.42%+98,933
MCDONALDS CORP(MCD)4,4904,710+2201,372,3341,463,8820.37%+91,548
TJX COS INC NEW(TJX)18,22718,064-1632,799,8492,884,8420.74%+84,993
LOWES COS INC(LOW)4,7935,231+4381,155,8801,236,2160.32%+80,336
SYSCO CORP(SYY)18,14419,834+1,6901,337,0521,414,7830.36%+77,731
BEST BUY INC(BBY)18,56520,130+1,5651,242,5551,311,6670.33%+69,112
GE VERNOVA INC(GEV)421386-35275,153337,1270.09%+61,974
EMERSON ELEC CO(EMR)1,8232,222+399241,949291,1260.07%+49,177
ADVANCED MICRO DEVICES INC(AMD)1,8002,100+300385,488427,2040.11%+41,716
COCA COLA CO(KO)3,5403,599+59247,481275,6110.07%+28,130
MARSH & MCLENNAN COS INC(MRSH)3,3293,716+387617,596644,5450.16%+26,949
MORGAN STANLEY(MS)8,6789,495+8171,540,6051,562,7540.40%+22,149
SOUTHWEST GAS HLDGS INC(SWX)5,1004,900-200408,102425,8100.11%+17,708
RENAISSANCERE HLDGS LTD(RNR)9269260260,354275,2340.07%+14,880
BOEING CO(BA)7,3858,085+7001,603,4311,609,1560.41%+5,725
KENVUE INC(KVUE)96,10096,104+41,657,7251,656,8330.42%-892
GENERAL DYNAMICS CORP(GD)1,0371,009-28349,116346,3090.09%-2,807
BLACKROCK INC(BLK)717787+70767,434757,8290.19%-9,605
BARRICK MNG CORP(B)5,0005,0000217,750203,9500.05%-13,800
BOYD GAMING CORP(BYD)6,0006,0000511,440494,2800.13%-17,160
ELI LILLY & CO(LLY)756863+107812,458794,6810.20%-17,777
ARISTA NETWORKS INC(ANET)10,28910,815+5261,348,1681,327,8720.34%-20,296
MEDTRONIC PLC(MDT)9,73110,346+615934,760903,9730.23%-30,787
GOLDMAN SACHS GROUP INC(GS)1,1071,1070973,053936,5110.24%-36,542
META PLATFORMS INC(META)436428-8287,799244,8710.06%-42,928
AMERICAN EXPRESS CO(AXP)1,0131,0130374,759306,4110.08%-68,348
BLACK HILLS CORP26,53125,531-1,0001,841,7981,772,1240.45%-69,674
HOME DEPOT INC(HD)10,04710,270+2233,457,1733,377,7050.86%-79,468
CISCO SYS INC(CSCO)126,772124,481-2,2919,765,2479,658,4872.46%-106,760
CONSTELLATION ENERGY CORP(CEG)2,9313,314+3831,035,434925,4400.24%-109,994
ABBVIE INC(ABBV)16,14816,379+2313,689,6573,562,2720.91%-127,385
SOLVENTUM CORP(SOLV)9,7129,7120769,579634,1990.16%-135,380
BERKSHIRE HATHAWAY INC DEL42,34144,105+1,76421,282,80421,136,5315.39%-146,273
MASTERCARD INCORPORATED(MA)2,5042,559+551,429,5131,278,6590.33%-150,854
GE AEROSPACE(GE)3,9513,731-2201,217,0271,060,4950.27%-156,532
AGILYSYS INC(AGYS)3,4083,4080405,007242,4450.06%-162,562
INVESCO LTD(IVZ)58,86056,960-1,9001,546,2521,383,5590.35%-162,693
CARDINAL HEALTH INC(CAH)8,5467,441-1,1051,756,3801,572,5400.40%-183,840
CITIGROUP INC(C)18,42917,314-1,1152,150,4801,963,5840.50%-186,896
WESTERN ALLIANCE BANCORP(WAL)000000
ASML HOLDING N V1990-199212,9020-212,902
SLB LIMITED(SLB)5,6480-5,648216,7700-216,770
BROADCOM INC(AVGO)8,9619,317+3563,101,6762,883,9540.74%-217,722
CENCORA INC4,8544,524-3301,639,4391,421,1730.36%-218,266
WELLS FARGO CO NEW(WFC)000000
BOSTON SCIENTIFIC CORP(BSX)2,7370-2,737260,9730-260,973
TESLA INC(TSLA)3,3483,34801,505,6631,244,6190.32%-261,044
CRH PLC9,5468,635-9111,191,341911,0420.23%-280,299
ALPHABET INC(GOOG)7,2646,939-3252,279,4431,990,5210.51%-288,922
SYNCHRONY FINANCIAL(SYF)19,25919,204-551,606,7781,306,2570.33%-300,521
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