Latest Buckley Wealth Management, LLC Stock Portfolio

Buckley Wealth Management, LLC Performance:

2025 Q4: 3.85%YTD: 15.85%2024: 14.95%

Performance for 2025 Q4 is 3.85%, and YTD is 15.85%, and 2024 is 14.95%.

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 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buckley Wealth Management, LLC reported an equity portfolio of $377.2 Millions as of 31 Dec, 2025.

The top stock holdings of Buckley Wealth Management, LLC are AAPL, MSFT, GOOG. The fund has invested 11.2% of it's portfolio in APPLE INC and 8.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off PROGRESSIVE CORP (PGR), PAYPAL HLDGS INC (PYPL) and COREBRIDGE FINL INC (CRBG) stocks. They significantly reduced their stock positions in DUPONT DE NEMOURS INC (DD), DOW INC (DOW) and MCKESSON CORP (MCK). Buckley Wealth Management, LLC opened new stock positions in INVESCO LTD (IVZ), QNITY ELECTRONICS INC and WELLTOWER INC (WELL). The fund showed a lot of confidence in some stocks as they added substantially to HONEYWELL INTL INC (HON), ORACLE CORP (ORCL) and WEC ENERGY GROUP INC (WEC).

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 15.85%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco ltd	1,546,250
qnity electronics inc	1,124,480
welltower inc	693,810
barrick mng corp	217,750
slb limited	216,770
asml holding n v	212,902

New stocks bought by Buckley Wealth Management, LLC

Additions

Ticker	% Inc.
honeywell intl inc	216
oracle corp	51.00
wec energy group inc	34.58
union pac corp	26.31
oneok inc new	22.29
pfizer inc	10.82
target corp	10.05
costco whsl corp new	8.3

Additions to existing portfolio by Buckley Wealth Management, LLC

Reductions

Ticker	% Reduced
dupont de nemours inc	-67.79
dow inc	-44.02
mckesson corp	-33.81
solventum corp	-25.75
citigroup inc	-12.59
arista networks inc	-10.65
ge aerospace	-10.25
marathon pete corp	-7.35

Buckley Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
corebridge finl inc	-689,780
paypal hldgs inc	-1,067,930
intel corp	-238,205
progressive corp	-1,356,990
extra space storage inc	-533,176

Buckley Wealth Management, LLC got rid off the above stocks

Sector Distribution

Buckley Wealth Management, LLC has about 26.5% of it's holdings in Technology sector.

Sector	%
Technology	26.5
Healthcare	10.8
Energy	10.2
Financial Services	9.2
Communication Services	8.7
Consumer Cyclical	7.8
Others	7.7
Consumer Defensive	7.1
Industrials	6.8
Utilities	4

Market Cap. Distribution

Buckley Wealth Management, LLC has about 90.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	71.4
LARGE-CAP	18.8
UNALLOCATED	7.3
MID-CAP	2.5

Stocks belong to which Index?

About 89.4% of the stocks held by Buckley Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	89.4
Others	9.7

Top 5 Winners (%)		%
LLY	eli lilly & co	40.7 %
AMD	advanced micro devices inc	32.4 %
CAH	cardinal health inc	30.3 %
GOOG	alphabet inc	28.6 %
GOOG	alphabet inc	28.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	6.1 M
AAPL	apple inc	2.7 M
AMGN	amgen inc	1.5 M
JNJ	johnson & johnson	1.3 M
MRK	merck & co inc	1.2 M

Top 5 Losers (%)		%
ORCL	oracle corp	-26.9 %
TMUS	t-mobile us inc	-15.1 %
MPC	marathon pete corp	-15.1 %
ETN	eaton corp plc	-14.9 %
HD	home depot inc	-14.8 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.3 M
COST	costco whsl corp new	-0.9 M
ORCL	oracle corp	-0.7 M
HD	home depot inc	-0.6 M
PG	procter and gamble co	-0.6 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 57% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Buckley Wealth Management, LLC last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	11.17	154,908	42,113,500	reduced	-1.03

ABBV	abbvie inc	0.98	16,148	3,689,660	reduced	-0.68

ABC	cencora inc	0.44	4,854	1,639,440	reduced	-1.52

AGYS	agilysys inc	0.11	3,408	405,007	unchanged	0.00

AMD	advanced micro devices inc	0.10	1,800	385,488	unchanged	0.00

AMGN	amgen inc	2.88	33,235	10,878,100	added	0.26

AMZN	amazon com inc	4.60	75,119	17,339,000	reduced	-0.34

ANET	arista networks inc	0.36	10,289	1,348,170	reduced	-10.65

ASML	asml holding n v	0.06	199	212,902	new

AVGO	broadcom inc	0.82	8,961	3,101,680	reduced	-7.2

AXP	american express co	0.10	1,013	374,759	reduced	-0.39

BA	boeing co	0.42	7,385	1,603,430	added	2.43

BAC	bank america corp	0.68	46,504	2,557,740	reduced	-0.59

BBY	best buy inc	0.33	18,565	1,242,560	added	0.11

BKH	black hills corp	0.49	26,531	1,841,800	added	3.51

BSX	boston scientific corp	0.07	2,737	260,973	unchanged	0.00

BYD	boyd gaming corp	0.14	6,000	511,440	unchanged	0.00

C	citigroup inc	0.57	18,429	2,150,480	reduced	-12.59

CAH	cardinal health inc	0.47	8,546	1,756,380	added	3.19

CAT	caterpillar inc	1.37	8,995	5,152,970	reduced	-1.69