Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Buckley Wealth Management, LLC (CIK 1730126) reported $391.8M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($39.4M, 10.06%), MSFT ($25.8M, 6.59%), CVX ($24.4M, 6.24%), GOOGL ($24.4M, 6.22%), BRK/B ($21.1M, 5.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $39.4M | 10.06% | 155,318 | Added |
| 2 | MSFT | MICROSOFT CORP | $25.8M | 6.59% | 69,794 | Added |
| 3 | CVX | CHEVRON CORPORATION | $24.4M | 6.24% | 118,129 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $24.4M | 6.22% | 84,764 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.1M | 5.39% | 44,105 | Added |
| 6 | XOM | EXXON MOBIL CORP | $18.1M | 4.62% | 106,628 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $17.7M | 4.51% | 60,095 | Added |
| 8 | AMZN | AMAZON COM INC | $16.5M | 4.22% | 79,341 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $14.5M | 3.69% | 59,124 | Trimmed |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $14.2M | 3.62% | 14,229 | Added |
| 11 | AMGN | AMGEN INC | $11.6M | 2.97% | 33,102 | Trimmed |
| 12 | CSCO | CISCO SYS INC | $9.7M | 2.46% | 124,481 | Trimmed |
| 13 | PG | PROCTER & GAMBLE CO | $8.7M | 2.22% | 60,253 | Added |
| 14 | NEE | NEXTERA ENERGY INC | $7.2M | 1.84% | 77,657 | Added |
| 15 | MRK | MERCK & CO INC | $6.6M | 1.69% | 54,553 | Trimmed |
| 16 | CAT | CATERPILLAR INC | $6.3M | 1.62% | 8,945 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $5.7M | 1.46% | 32,838 | Added |
| 18 | IDA | IDACORP INC | $5.4M | 1.38% | 37,805 | Hold |
| 19 | MMM | 3M CO | $3.9M | 0.99% | 26,667 | Trimmed |
| 20 | ABBV | ABBVIE INC | $3.6M | 0.91% | 16,379 | Added |
| 21 | HD | HOME DEPOT INC | $3.4M | 0.86% | 10,270 | Added |
| 22 | TRGP | TARGA RES CORP | $3.1M | 0.80% | 12,504 | Added |
| 23 | PFE | PFIZER INC | $3.1M | 0.79% | 110,010 | Trimmed |
| 24 | T | AT&T INC | $2.9M | 0.74% | 99,738 | Hold |
| 25 | AVGO | BROADCOM INC | $2.9M | 0.74% | 9,317 | Added |
Source: SEC Form 13F filings · as of 2026-03-31