Buckley Wealth Management, LLC
CIK: 0001730126SEC EDGAR →
Portfolio Value
$377.2M
Holdings
103
As of
Q4 2025
New Positions
1
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 154,908 | $42.1M | 11.17% |
| 2 | MICROSOFT CORP | 67,999 | $32.9M | 8.72% |
| 3 | ALPHABET INC | 85,893 | $26.9M | 7.13% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 42,341 | $21.3M | 5.64% |
| 5 | JPMORGAN CHASE & CO. | 57,864 | $18.6M | 4.94% |
| 6 | CHEVRON CORP NEW | 120,225 | $18.3M | 4.86% |
| 7 | AMAZON COM INC | 75,119 | $17.3M | 4.60% |
| 8 | EXXON MOBIL CORP | 109,682 | $13.2M | 3.50% |
| 9 | JOHNSON & JOHNSON | 59,291 | $12.3M | 3.25% |
| 10 | COSTCO WHSL CORP NEW | 14,085 | $12.1M | 3.22% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 14 | $101.6M | 26.9% |
| Healthcare | 12 | $41.6M | 11.0% |
| Energy | 8 | $38.5M | 10.2% |
| Communication Services | 5 | $32.7M | 8.7% |
| Consumer Cyclical | 10 | $32.2M | 8.5% |
| Financial Services | 13 | $31.5M | 8.3% |
| Unknown | 5 | $27.3M | 7.2% |
| Consumer Defensive | 7 | $26.0M | 6.9% |
| Industrials | 16 | $25.6M | 6.8% |
| Utilities | 7 | $15.4M | 4.1% |
| Basic Materials | 4 | $3.6M | 0.9% |
| Real Estate | 2 | $1.2M | 0.3% |