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Latest Buckley Wealth Management, LLC Stock Portfolio

$404Million | No. of Holdings #103

Buckley Wealth Management, LLC Performance

2026 Q2+8.05%
YTD+9.83%
2025+15.85%

About Buckley Wealth Management, LLC and 13F Hedge Fund Stock Holdings

Buckley Wealth Management, LLC is a hedge fund based in Las Vegas, NV. On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buckley Wealth Management, LLC reported an equity portfolio of $404.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Buckley Wealth Management, LLC are AAPL, GOOG, MSFT. The fund has invested 11% of it's portfolio in APPLE INC and 7.6% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and DUPONT DE NEMOURS INC (DD) stocks. They significantly reduced their stock positions in SOUTHWEST GAS HLDGS INC (SWX), AMERICAN EXPRESS CO (AXP) and DOW HLDGS INC (DOW). Buckley Wealth Management, LLC opened new stock positions in DUPONT DE NEMOURS INC (DD), HONEYWELL INTL INC (HON) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to GSK PLC (GSK), GE HEALTHCARE TECHNOLOGIES I and MERCK & CO INC (MRK).
Buckley Wealth Management, LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$404Million
  as of Aug 07, 2026

Buckley Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Buckley Wealth Management, LLC made a return of 8.05% in the last quarter. In trailing 12 months, it's portfolio return was 24.18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dupont de nemours inc1,319,900
honeywell intl inc1,128,700
honeywell aerospace inc1,114,460
taiwan semiconductor manufac1,092,400
international business machs553,984
palantir technologies inc481,615
micron technology inc391,305
fedex fght hldg co inc318,610
New stocks bought by Buckley Wealth Management, LLC

Additions

Ticker% Inc.
gsk plc44.51
ge healthcare technologies i32.25
merck & co inc21.5
ge aerospace15.01
pepsico inc12.9
at&t inc12.73
philip morris intl inc12.53
southwest airls co11.54
Additions to existing portfolio by Buckley Wealth Management, LLC

Reductions

Ticker% Reduced
southwest gas hldgs inc-45.92
american express co-35.34
dow hldgs inc-30.86
valero energy corp-28.87
ge vernova inc-25.39
citigroup inc-21.77
fedex corp-18.76
alphabet inc-15.71
Buckley Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-18,090,600
dupont de nemours inc-1,442,290
medtronic plc-903,973
honeywell intl inc-1,449,760
barrick mng corp-203,950
agilysys inc-242,445
public svc enterprise group-215,410
mastercard incorporated-1,278,660
Buckley Wealth Management, LLC got rid off the above stocks

Sector Distribution

Buckley Wealth Management, LLC has about 26.4% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Others
  • Communication Services
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Technology26.4
Healthcare11.3
Others9.1
Communication Services8.9
Industrials8.4
Financial Services8.3
Consumer Cyclical7.7
Consumer Defensive7.2
Energy7.1
Utilities4.3

Market Cap. Distribution

Buckley Wealth Management, LLC has about 88.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP70.7
LARGE-CAP17.9
UNALLOCATED8.8
MID-CAP2.6

Stocks belong to which Index?

About 87.8% of the stocks held by Buckley Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50087.8
Others11.3
Top 5 Winners (%)%
AMD
advanced micro devices inc
185.6 %
LRCX
lam research corp
97.5 %
TXN
texas instrs inc
52.9 %
CSCO
cisco sys inc
49.7 %
CAT
caterpillar inc
47.7 %
Top 5 Winners ($)$
GOOG
alphabet inc
5.9 M
AAPL
apple inc
5.5 M
CSCO
cisco sys inc
4.8 M
CAT
caterpillar inc
3.0 M
AMZN
amazon com inc
2.4 M
Top 5 Losers (%)%
DOW
dow hldgs inc
-29.0 %
T
at&t inc
-27.4 %
CME
cme group inc
-25.0 %
KR
kroger co
-22.9 %
CVX
chevron corporation
-19.8 %
Top 5 Losers ($)$
CVX
chevron corporation
-4.8 M
T
at&t inc
-0.9 M
COST
costco wholesale corporation
-0.9 M
DOW
dow hldgs inc
-0.5 M
PFE
pfizer inc
-0.4 M

Buckley Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buckley Wealth Management, LLC

Buckley Wealth Management, LLC has 103 stocks in it's portfolio. About 55.4% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Buckley Wealth Management, LLC last quarter.

$404.34MTotal Value
115Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Buckley Wealth Management, LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change