Latest Buckley Wealth Management, LLC Stock Portfolio

Buckley Wealth Management, LLC Performance:

2025 Q2: 3.85%YTD: 1.91%2024: 13.9%

Performance for 2025 Q2 is 3.85%, and YTD is 1.91%, and 2024 is 13.9%.

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 09-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $485.2 Millions. In it's latest 13F Holdings report, Buckley Wealth Management, LLC reported an equity portfolio of $334.1 Millions as of 30 Jun, 2025.

The top stock holdings of Buckley Wealth Management, LLC are MSFT, AAPL, . The fund has invested 10.3% of it's portfolio in MICROSOFT CORP and 9.7% of portfolio in APPLE INC.

The fund managers got completely rid off FERGUSON ENTERPRISES INC stocks. They significantly reduced their stock positions in INTEL CORP (INTC), DOW INC (DOW) and WELLS FARGO CO NEW (WFC). Buckley Wealth Management, LLC opened new stock positions in MUELLER INDS INC (MLI), BLACK HILLS CORP (BKH) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to SOLVENTUM CORP, WASTE MGMT INC DEL (WM) and ELI LILLY & CO (LLY).

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

Our best estimate is that Buckley Wealth Management, LLC made a return of 3.85% in the last quarter. In trailing 12 months, it's portfolio return was 5.81%.

New Buys

Ticker	$ Bought
mueller inds inc	572,979
black hills corp	494,858
honeywell intl inc	444,801
agilysys inc	390,693
ge vernova inc	326,486
advanced micro devices inc	276,705
fidelity wise origin bitcoin	245,314
asml holding n v	239,616

New stocks bought by Buckley Wealth Management, LLC

Additions

Ticker	% Inc.
solventum corp	136
waste mgmt inc del	35.1
eli lilly & co	34.66
nextera energy inc	30.8
parker-hannifin corp	14.68
idacorp inc	11.16
accenture plc ireland	10.95
procter and gamble co	6.15

Additions to existing portfolio by Buckley Wealth Management, LLC

Reductions

Ticker	% Reduced
intel corp	-49.79
dow inc	-18.51
wells fargo co new	-16.67
trane technologies plc	-15.43
morgan stanley	-10.49
pfizer inc	-9.97
goldman sachs group inc	-8.08
marathon pete corp	-6.85

Buckley Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ferguson enterprises inc	-819,096

Buckley Wealth Management, LLC got rid off the above stocks

Sector Distribution

Buckley Wealth Management, LLC has about 27.1% of it's holdings in Technology sector.

Sector	%
Technology	27.1
Energy	10.6
Healthcare	10.5
Financial Services	10.1
Consumer Cyclical	8.7
Consumer Defensive	7.4
Others	7
Industrials	6.2
Communication Services	6.2
Utilities	3.6
Basic Materials	2.3

Market Cap. Distribution

Buckley Wealth Management, LLC has about 90.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	62
LARGE-CAP	28.6
UNALLOCATED	6.8
MID-CAP	2.6

Stocks belong to which Index?

About 89.8% of the stocks held by Buckley Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	89.8
Others	9.6

Top 5 Winners (%)		%
AVGO	broadcom inc	64.2 %
CEG	constellation energy corp	60.0 %
ORCL	oracle corp	55.8 %
NVDA	nvidia corporation	45.3 %
LRCX	lam research corp	33.7 %

Top 5 Winners ($)		$
MSFT	microsoft corp	8.6 M
JPM	jpmorgan chase & co.	2.7 M
AMZN	amazon com inc	2.2 M
GOOG	alphabet inc	1.9 M
NVDA	nvidia corporation	1.4 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-40.4 %
DOW	dow inc	-23.1 %
OKE	oneok inc new	-17.7 %
CVX	chevron corp new	-13.9 %
TRGP	targa res corp	-13.2 %

Top 5 Losers ($)		$
CVX	chevron corp new	-2.8 M
AAPL	apple inc	-2.7 M
XOM	exxon mobil corp	-1.2 M
AMGN	amgen inc	-1.1 M
DOW	dow inc	-0.9 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 108 stocks in it's portfolio. About 54.7% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Buckley Wealth Management, LLC last quarter.

Last Reported on: 11 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	MSFT	microsoft corp	10.31	69,284	34,462,600	reduced	-3.2
Historical Trend of MICROSOFT CORP Position Held By Buckley Wealth Management, LLC What % of Portfolio is MSFT?: Number of MSFT shares held: Change in No. of Shares Held:
	AAPL	apple inc	9.67	157,529	32,320,400	reduced	-0.91

		berkshire hathaway inc del	5.72	39,326	19,103,700	added	0.48

	CVX	chevron corp new	5.17	120,625	17,272,400	added	3.25

	JPM	jpmorgan chase & co.	5.12	58,950	17,090,200	reduced	-3.39

	AMZN	amazon com inc	4.97	75,724	16,613,100	reduced	-2.12

	GOOG	alphabet inc	4.52	85,717	15,106,000	reduced	-0.34

	XOM	exxon mobil corp	3.49	108,258	11,670,200	reduced	-1.56

	COST	costco whsl corp new	2.93	9,890	9,791,200	reduced	-1.74

	AMGN	amgen inc	2.78	33,293	9,295,740	added	1.14

	JNJ	johnson & johnson	2.78	60,757	9,280,690	added	1.35

	CSCO	cisco sys inc	2.73	131,668	9,135,130	reduced	-1.46

	PG	procter and gamble co	2.72	56,984	9,078,690	added	6.15

	NEE	nextera energy inc	1.47	70,521	4,895,570	added	30.8

	MRK	merck & co inc	1.36	57,350	4,539,830	reduced	-3.86

	NVDA	nvidia corporation	1.35	28,583	4,515,830	added	1.65

	IDA	idacorp inc	1.35	39,005	4,503,130	added	11.16

	MMM	3m co	1.25	27,427	4,175,490	reduced	-4.53

	HD	home depot inc	1.15	10,432	3,824,790	reduced	-0.11

	CAT	caterpillar inc	1.07	9,190	3,567,650	unchanged	0.00