Fund HoldingsBuckley Wealth Management, LLC

Total Portfolio Value
$377.16M
Total Bought
$11.64M
Total Sold
$28.28M
Net Transaction
-$16.64M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)88,45685,893-2,56321,50426,8857.13%+5,381
APPLE INC(AAPL)156,522154,908-1,61439,85542,11311.17%+2,258
INVESCO LTD(IVZ)058,860+58,86001,5460.41%+1,546
AMGEN INC(AMGN)33,14833,235+879,35410,8782.88%+1,524
JOHNSON & JOHNSON(JNJ)59,58859,291-29711,04912,2703.25%+1,221
MERCK & CO INC(MRK)55,49355,053-4404,6585,7951.54%+1,137
QNITY ELECTRONICS INC(Q)013,772+13,77201,1240.30%+1,124
CISCO SYS INC(CSCO)0126,772+126,77209,7652.59%+9,765
HONEYWELL INTL INC(HON)1,9106,414+4,5044021,2510.33%+849
EXXON MOBIL CORP109,718109,682-3612,37113,1993.50%+828
AMAZON COM INC(AMZN)75,37475,119-25516,55017,3394.60%+789
CATERPILLAR INC(CAT)9,1508,995-1554,3665,1531.37%+787
WELLTOWER INC(WELL)03,738+3,73806940.18%+694
ALPHABET INC(GOOG)7,4047,264-1401,8032,2790.60%+476
CARDINAL HEALTH INC(CAH)08,546+8,54601,7560.47%+1,756
NEXTERA ENERGY INC(NEE)76,46776,223-2445,7736,1191.62%+347
LAM RESEARCH CORP(LRCX)8,9748,842-1321,2021,5140.40%+312
FEDEX CORP(FDX)5,4005,475+751,2731,5820.42%+308
BERKSHIRE HATHAWAY INC DEL41,76742,341+57420,99821,2835.64%+285
BLACK HILLS CORP25,63126,531+9001,5791,8420.49%+263
ONEOK INC NEW(OKE)15,23418,629+3,3951,1121,3690.36%+258
SYNCHRONY FINANCIAL(SYF)19,20919,259+501,3651,6070.43%+242
TARGET CORP(TGT)13,15914,481+1,3221,1801,4160.38%+235
ELI LILLY & CO(LLY)761756-55818120.22%+232
BARRICK MNG CORP(B)05,000+5,00002180.06%+218
SLB LIMITED(SLB)05,648+5,64802170.06%+217
PFIZER INC(PFE)102,026113,061+11,0352,6002,8150.75%+216
ASML HOLDING N V
N Y REGISTRY SHS
0199+19902130.06%+213
JPMORGAN CHASE & CO.(JPM)58,44757,864-58318,43618,6454.94%+209
TARGA RES CORP(TRGP)7,6808,055+3751,2871,4860.39%+199
UNION PAC CORP(UNP)3,2464,100+8547679480.25%+181
WEC ENERGY GROUP INC(WEC)6,6148,901+2,2877589390.25%+181
MORGAN STANLEY(MS)8,7038,678-251,3831,5410.41%+157
BANK AMERICA CORP46,77946,504-2752,4132,5580.68%+144
NVIDIA CORPORATION(NVDA)27,99728,750+7535,2245,3621.42%+138
TJX COS INC NEW(TJX)18,42418,227-1972,6632,8000.74%+137
PARKER-HANNIFIN CORP(PH)1,1201,117-38499820.26%+133
3M CO(MMM)27,17727,097-804,2174,3381.15%+121
COSTCO WHSL CORP NEW(COST)13,00614,085+1,07912,03812,1473.22%+108
KENVUE INC(KVUE)96,00096,100+1001,5581,6580.44%+100
CENCORA INC4,9294,854-751,5401,6390.43%+99
MUELLER INDS INC(MLI)7,3407,316-247428400.22%+98
GOLDMAN SACHS GROUP INC(GS)1,1031,107+48789730.26%+95
ADVANCED MICRO DEVICES INC(AMD)1,8001,80002913850.10%+94
ORACLE CORP(ORCL)6,2169,386+3,1701,7481,8290.49%+81
CONSTELLATION ENERGY CORP(CEG)2,9362,931-59661,0350.27%+69
BOEING CO(BA)7,2107,385+1751,5561,6030.43%+47
AGILYSYS INC(AGYS)3,4083,40803594050.11%+46
MCDONALDS CORP(MCD)4,3704,490+1201,3281,3720.36%+44
VISA INC(V)4,5854,572-131,5651,6030.43%+38
AMERICAN EXPRESS CO(AXP)1,0171,013-43383750.10%+37
TEXAS INSTRS INC(TXN)7,1037,674+5711,3051,3310.35%+26
RENAISSANCERE HLDGS LTD(RNR)92692602352600.07%+25
TESLA INC(TSLA)3,3293,348+191,4801,5060.40%+25
WELLS FARGO CO NEW(WFC)2,5002,50002102330.06%+23
MASTERCARD INCORPORATED(MA)2,4842,504+201,4131,4300.38%+17
COCA COLA CO(KO)3,5403,54002352470.07%+13
MEDTRONIC PLC(MDT)9,6979,731+349249350.25%+11
CITIGROUP INC(C)21,08418,429-2,6552,1402,1500.57%+10
CRH PLC
ORD
9,8669,546-3201,1831,1910.32%+8
GENERAL DYNAMICS CORP(GD)1,0001,037+373413490.09%+8
EMERSON ELEC CO(EMR)1,7961,823+272362420.06%+6
CME GROUP INC(CME)3,1733,162-118578630.23%+6
GE VERNOVA INC(GEV)451421-302772750.07%-2
BOSTON SCIENTIFIC CORP(BSX)2,7372,73702672610.07%-6
SOUTHWEST GAS HLDGS INC(SWX)5,3005,100-2004154080.11%-7
BOYD GAMING CORP(BYD)6,0006,00005195110.14%-7
WASTE MGMT INC DEL(WM)4,2514,236-159399310.25%-8
PHILIP MORRIS INTL INC(PM)5,4165,399-178788660.23%-12
LOCKHEED MARTIN CORP(LMT)4,0204,120+1002,0071,9930.53%-14
WESTERN ALLIANCE BANCORP(WAL)2,5822,466-1162242070.05%-17
PEPSICO INC(PEP)4,8264,604-2226786610.18%-17
META PLATFORMS INC(META)418436+183072880.08%-19
RYDER SYS INC(R)8,4598,119-3401,5961,5540.41%-42
LOWES COS INC(LOW)04,793+4,79301,1560.31%+1,156
MARSH & MCLENNAN COS INC(MRSH)3,3753,329-466806180.16%-63
BLACKROCK INC(BLK)713717+48317670.20%-64
REALTY INCOME CORP(O)9,3848,842-5425704980.13%-72
ABBVIE INC(ABBV)16,25916,148-1113,7653,6900.98%-75
BROADCOM INC(AVGO)9,6568,961-6953,1863,1020.82%-84
UNITEDHEALTH GROUP INC(UNH)3,0812,953-1281,0649750.26%-89
VALERO ENERGY CORP(VLO)9,3749,244-1301,5961,5050.40%-91
KROGER CO(KR)22,72122,977+2561,5321,4360.38%-96
GE AEROSPACE(GE)4,4023,951-4511,3241,2170.32%-107
WILLIAMS COS INC(WMB)23,97523,475-5001,5191,4110.37%-108
SYSCO CORP(SYY)17,65318,144+4911,4541,3370.35%-117
LINDE PLC(LIN)2,4022,395-71,1411,0210.27%-120
TRANE TECHNOLOGIES PLC(TT)3,5493,539-101,4981,3770.37%-120
T-MOBILE US INC(TMUS)4,0874,039-489788200.22%-158
BEST BUY INC(BBY)18,54518,565+201,4021,2430.33%-160
SOLVENTUM CORP(SOLV)13,0809,712-3,3689557700.20%-185
EATON CORP PLC(ETN)3,7843,794+101,4161,2080.32%-208
IDACORP INC(IDA)38,00537,805-2005,0224,7851.27%-238
INTEL CORP(INTC)7,1000-7,1002380-238
CHEVRON CORP NEW(CVX)119,655120,225+57018,58118,3244.86%-258
MCKESSON CORP(MCK)1,192789-4039216470.17%-274
MARATHON PETE CORP(MPC)6,8006,300-5001,3111,0250.27%-286
ARISTA NETWORKS INC(ANET)11,51510,289-1,2261,6781,3480.36%-330
AT&T INC(T)99,42499,738+3142,8082,4770.66%-330
PROCTER AND GAMBLE CO(PG)58,54959,568+1,0198,9968,5372.26%-459
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