Fund Holdings

Buckley Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)157,529156,522-1,00732,320,36939,855,12610.91%+7,534,757
ALPHABET INC(GOOG)85,71788,456+2,73915,105,97721,503,7515.89%+6,397,774
COSTCO WHSL CORP NEW(COST)9,89013,006+3,1169,791,20012,038,4773.30%+2,247,277
BERKSHIRE HATHAWAY INC DEL39,32641,767+2,44119,103,73120,997,7915.75%+1,894,060
JOHNSON & JOHNSON(JNJ)60,75759,588-1,1699,280,69311,048,8813.03%+1,768,188
KENVUE INC(KVUE)096,000+96,00001,558,0800.43%+1,558,080
JPMORGAN CHASE & CO.(JPM)58,95058,447-50317,090,19518,435,9375.05%+1,345,742
BOEING CO(BA)1,0807,210+6,130226,2921,556,1340.43%+1,329,842
CHEVRON CORP NEW(CVX)120,625119,655-97017,272,35118,581,2875.09%+1,308,936
BLACK HILLS CORP8,82125,631+16,810494,8581,578,5930.43%+1,083,735
NEXTERA ENERGY INC(NEE)70,52176,467+5,9464,895,5685,772,5241.58%+876,956
MICROSOFT CORP(MSFT)69,28468,192-1,09234,462,55435,320,0469.67%+857,492
CATERPILLAR INC(CAT)9,1909,150-403,567,6504,365,9231.20%+798,273
ABBVIE INC(ABBV)16,35516,259-963,035,8153,764,6091.03%+728,794
NVIDIA CORPORATION(NVDA)28,58327,997-5864,515,8285,223,6801.43%+707,852
EXXON MOBIL CORP108,258109,718+1,46011,670,21212,370,7343.39%+700,522
ARISTA NETWORKS INC(ANET)11,11011,515+4051,136,6641,677,8510.46%+541,187
IDACORP INC(IDA)39,00538,005-1,0004,503,1275,022,3611.38%+519,234
ALPHABET INC(GOOG)7,3957,404+91,311,7991,803,2440.49%+491,445
BEST BUY INC(BBY)14,18018,545+4,365951,9031,402,3730.38%+450,470
TESLA INC(TSLA)3,3293,32901,057,4901,480,4730.41%+422,983
HOME DEPOT INC(HD)10,43210,371-613,824,7884,202,2251.15%+377,437
ORACLE CORP(ORCL)6,2976,216-811,376,7131,748,1880.48%+371,475
CRH PLC8,9049,866+962817,3871,182,9330.32%+365,546
VALERO ENERGY CORP(VLO)9,4859,374-1111,274,9741,596,0170.44%+321,043
TARGET CORP(TGT)8,77013,159+4,389865,1611,180,3620.32%+315,201
CITIGROUP INC(C)21,87721,084-7931,862,1702,140,0260.59%+277,856
PFIZER INC(PFE)95,976102,026+6,0502,326,4582,599,6220.71%+273,164
LOCKHEED MARTIN CORP(LMT)3,8004,020+2201,759,9322,006,8240.55%+246,892
FEDEX CORP(FDX)4,5505,400+8501,034,2611,273,3740.35%+239,113
TJX COS INC NEW(TJX)19,71518,424-1,2912,434,6052,663,0050.73%+228,400
DUPONT DE NEMOURS INC(DD)45,29242,571-2,7213,106,5783,316,2810.91%+209,703
RYDER SYS INC(R)8,7908,459-3311,397,6101,595,7060.44%+198,096
MARATHON PETE CORP(MPC)6,8006,80001,129,5481,310,6320.36%+181,084
BANK AMERICA CORP47,26546,779-4862,236,6002,413,3510.66%+176,751
MUELLER INDS INC(MLI)7,2107,340+130572,979742,1470.20%+169,168
SYSCO CORP(SYY)17,27917,653+3741,308,7331,453,5710.40%+144,838
LAM RESEARCH CORP(LRCX)10,9488,974-1,9741,065,6781,201,6190.33%+135,941
MORGAN STANLEY(MS)8,9388,703-2351,259,0071,383,4290.38%+124,422
MERCK & CO INC(MRK)57,35055,493-1,8574,539,8264,657,5271.28%+117,701
GOLDMAN SACHS GROUP INC(GS)1,1031,1030780,648878,3740.24%+97,726
PARKER-HANNIFIN CORP(PH)1,0941,120+26764,126849,1280.23%+85,002
SYNCHRONY FINANCIAL(SYF)19,29519,209-861,287,7481,364,7990.37%+77,051
BROADCOM INC(AVGO)11,3209,656-1,6643,120,5763,185,5420.87%+64,966
BLACKROCK INC(BLK)733713-20769,100831,2650.23%+62,165
MCDONALDS CORP(MCD)4,3414,370+291,268,3631,328,0540.36%+59,691
AMGEN INC(AMGN)33,29333,148-1459,295,7399,354,3662.56%+58,627
MEDTRONIC PLC(MDT)9,9549,697-257867,690923,5420.25%+55,852
GENERAL DYNAMICS CORP(GD)1,0001,0000291,660341,0000.09%+49,340
BOYD GAMING CORP(BYD)6,0006,0000469,380518,7000.14%+49,320
WEC ENERGY GROUP INC(WEC)6,8236,614-209710,957757,8980.21%+46,941
3M CO(MMM)27,42727,177-2504,175,4864,217,3271.15%+41,841
EATON CORP PLC(ETN)3,8503,784-661,374,4121,416,1620.39%+41,750
MCKESSON CORP(MCK)1,2201,192-28893,992920,8680.25%+26,876
WESTERN ALLIANCE BANCORP(WAL)2,5822,5820201,344223,9110.06%+22,567
UNITEDHEALTH GROUP INC(UNH)3,3483,081-2671,044,4761,063,8690.29%+19,393
RENAISSANCERE HLDGS LTD(RNR)898926+28218,124235,1390.06%+17,015
AMERICAN EXPRESS CO(AXP)1,0131,017+4323,127337,8070.09%+14,680
ADVANCED MICRO DEVICES INC(AMD)1,9501,800-150276,705291,2220.08%+14,517
REALTY INCOME CORP(O)9,6869,384-302558,010570,4530.16%+12,443
WELLS FARGO CO NEW(WFC)2,5002,5000200,300209,5500.06%+9,250
PEPSICO INC(PEP)5,0744,826-248669,971677,7630.19%+7,792
WILLIAMS COS INC(WMB)24,14023,975-1651,516,2331,518,8160.42%+2,583
EMERSON ELEC CO(EMR)1,7571,796+39234,261235,5990.06%+1,338
META PLATFORMS INC(META)4184180308,522306,9710.08%-1,551
MASTERCARD INCORPORATED(MA)2,5302,484-461,421,7371,412,9530.39%-8,784
SOUTHWEST GAS HLDGS INC(SWX)5,7005,300-400424,023415,2020.11%-8,821
UNION PAC CORP(UNP)3,3883,246-142779,511767,2570.21%-12,254
CONSTELLATION ENERGY CORP(CEG)3,0332,936-97978,931966,1500.26%-12,781
COCA COLA CO(KO)3,5403,5400250,455234,7730.06%-15,682
WASTE MGMT INC DEL(WM)4,1844,251+67957,383938,7480.26%-18,635
TRANE TECHNOLOGIES PLC(TT)3,4863,549+631,524,8111,497,5360.41%-27,275
AGILYSYS INC(AGYS)3,4083,4080390,693358,6920.10%-32,001
ONEOK INC NEW(OKE)14,02015,234+1,2141,144,4531,111,6250.30%-32,828
PAYPAL HLDGS INC(PYPL)14,84015,925+1,0851,102,9091,067,9310.29%-34,978
HONEYWELL INTL INC(HON)1,9101,9100444,801402,0550.11%-42,746
EXTRA SPACE STORAGE INC(EXR)3,9083,783-125576,196533,1760.15%-43,020
TARGA RES CORP(TRGP)7,6407,680+401,329,9711,286,7070.35%-43,264
CME GROUP INC(CME)3,2743,173-101902,380857,3130.23%-45,067
GE VERNOVA INC(GEV)617451-166326,486277,3200.08%-49,166
ELI LILLY & CO(LLY)812761-51632,978580,6430.16%-52,335
AMAZON COM INC(AMZN)75,72475,374-35016,613,08816,549,8694.53%-63,219
CENCORA INC5,3804,929-4511,613,1931,540,4600.42%-72,733
MARSH & MCLENNAN COS INC(MRSH)3,4793,375-104760,649680,1640.19%-80,485
PROCTER AND GAMBLE CO(PG)56,98458,549+1,5659,078,6918,996,0752.46%-82,616
LINDE PLC(LIN)2,6212,402-2191,229,7211,140,9500.31%-88,771
COREBRIDGE FINL INC(CRBD)22,07621,522-554783,698689,7800.19%-93,918
VISA INC(V)4,6844,585-991,663,0541,565,2270.43%-97,827
T-MOBILE US INC(TMUS)4,5744,087-4871,089,801978,3460.27%-111,455
PROGRESSIVE CORP(PGR)5,5055,495-101,469,0641,356,9900.37%-112,074
PHILIP MORRIS INTL INC(PM)5,4435,416-27991,334878,4750.24%-112,859
AT&T INC(T)101,00099,424-1,5762,922,9402,807,7340.77%-115,206
SOLVENTUM CORP(SOLV)14,14213,080-1,0621,072,529954,8400.26%-117,689
BOSTON SCIENTIFIC CORP(BSX)3,8472,737-1,110413,206267,2130.07%-145,993
BLACKROCK ESG CAP ALLC TERM(ECAT)10,0000-10,000160,6000-160,600
INTEL CORP(INTC)18,0007,100-10,900403,200238,2050.07%-164,995
KROGER CO(KR)23,70722,721-9861,700,5031,531,6230.42%-168,880
TEXAS INSTRS INC(TXN)7,1197,103-161,478,0471,305,0340.36%-173,013
RED ROCK RESORTS INC(RRR)4,0500-4,050210,7220-210,722
GE AEROSPACE(GE)5,9654,402-1,5631,535,3311,324,2100.36%-211,121
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