Grufity logo
Grufity logo

Latest Buckley Wealth Management, LLC Stock Portfolio

$391Million | No. of Holdings #102

Buckley Wealth Management, LLC Performance

2026 Q1+1.65%
YTD+1.65%
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 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buckley Wealth Management, LLC reported an equity portfolio of $391.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Buckley Wealth Management, LLC are AAPL, MSFT, CVX. The fund has invested 10.1% of it's portfolio in APPLE INC and 6.6% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), BOSTON SCIENTIFIC CORP (BSX) and WELLS FARGO CO NEW (WFC) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), CARDINAL HEALTH INC (CAH) and DOW HLDGS INC (DOW). Buckley Wealth Management, LLC opened new stock positions in GE HEALTHCARE TECHNOLOGIES I, SOUTHWEST AIRLS CO (LUV) and GSK PLC (GSK). The fund showed a lot of confidence in some stocks as they added substantially to TARGA RES CORP (TRGP), PEPSICO INC (PEP) and MUELLER INDS INC (MLI).
Buckley Wealth Management, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
$391Million
  as of May 13, 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 1.65% in the last quarter. In trailing 12 months, it's portfolio return was 18.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ge healthcare technologies i1,984,930
southwest airls co1,239,530
gsk plc811,522
nushares etf tr513,689
newmont corp216,500
public svc enterprise group215,410
New stocks bought by Buckley Wealth Management, LLC

Additions

Ticker% Inc.
targa res corp55.23
pepsico inc30.67
mueller inds inc30.6
visa inc27.1
emerson elec co21.89
realty income corp17.97
union pac corp17.54
advanced micro devices inc16.67
Additions to existing portfolio by Buckley Wealth Management, LLC

Reductions

Ticker% Reduced
oracle corp-73.94
cardinal health inc-12.93
dow hldgs inc-11.14
crh plc-9.54
valero energy corp-8.38
ge vernova inc-8.31
cencora inc-6.8
citigroup inc-6.05
Buckley Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
slb limited-216,770
unitedhealth group inc-974,815
boston scientific corp-260,973
wells fargo co new-233,000
western alliance bancorp-207,317
asml holding n v-212,902
Buckley Wealth Management, LLC got rid off the above stocks

Sector Distribution

Buckley Wealth Management, LLC has about 22.9% of it's holdings in Technology sector.

  • Technology
  • Energy
  • Healthcare
  • Financial Services
  • Others
  • Communication Services
  • Industrials
  • Consumer Defensive
  • Consumer Cyclical
  • Utilities
  • Basic Materials
Sector%
Technology22.9
Energy13.5
Healthcare11.1
Financial Services8.3
Others8
Communication Services7.8
Industrials7.7
Consumer Defensive7.6
Consumer Cyclical7.3
Utilities4.4
Basic Materials1.2

Market Cap. Distribution

Buckley Wealth Management, LLC has about 89.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP69.1
LARGE-CAP20.7
UNALLOCATED7.7
MID-CAP2.6

Stocks belong to which Index?

About 89.1% 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 50089.1
Others10
Top 5 Winners (%)%
DOW
dow hldgs inc
73.8 %
MPC
marathon pete corp
50.1 %
VLO
valero energy corp
49.6 %
qnity electronics inc
41.0 %
XOM
exxon mobil corp
40.4 %
Top 5 Winners ($)$
CVX
chevron corporation
6.5 M
XOM
exxon mobil corp
5.3 M
JNJ
johnson & johnson
2.2 M
COST
costco wholesale corporation
1.9 M
CAT
caterpillar inc
1.2 M
Top 5 Losers (%)%
AGYS
agilysys inc
-40.1 %
MSFT
microsoft corp
-23.2 %
CEG
constellation energy corp
-20.0 %
SYF
synchrony financial
-18.4 %
AXP
american express co
-18.2 %
Top 5 Losers ($)$
MSFT
microsoft corp
-7.8 M
AAPL
apple inc
-2.8 M
GOOG
alphabet inc
-2.2 M
AMZN
amazon com inc
-1.7 M
JPM
jpmorgan chase & co
-1.7 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 102 stocks in it's portfolio. About 55.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Buckley Wealth Management, LLC last quarter.

$391.85MTotal Value
109Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of Buckley Wealth Management, LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Holding N V

Asml Holding N V

ASML
Buckley Wealth Management, LLC's holding in Asml Holding N V over time
0%0.00
$0.00
0%
decreased 100 percentsold off