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BWM

Buckley Wealth Management Portfolio holdings

AUM $404M
1-Year Est. Return 34.93%
This Fund
S&P 500
This Quarter Est. Return
+4.49%
1 Year Est. Return
+34.93%
3 Year Est. Return
+87.98%
5 Year Est. Return
+124.43%
10 Year Est. Return
–
AUM
$392M
AUM Growth
+$14.7M
Cap. Flow
+$8.88M
Cap. Flow %
2.27%
Top 10 Hldgs %
55.16%
Holding
109
New
6
Increased
51
Reduced
34
Closed
6

Top Buys

Rank Stock Value
1
GEHC icon
GE HealthCare
GEHC
+$2.2M
2
LUV icon
Southwest Airlines
LUV
+$1.48M
3
TRGP icon
Targa Resources
TRGP
+$965K
4
AMZN icon
Amazon
AMZN
+$930K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$866K

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$1.13M
2
UNH icon
UnitedHealth
UNH
+$975K
3
XOM icon
ExxonMobil
XOM
+$446K
4
CVX icon
Chevron
CVX
+$382K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$355K

Sector Composition

Rank Sector Weight
1 Technology 23.23%
2 Financials 13.84%
3 Energy 13.46%
4 Healthcare 12.32%
5 Consumer Staples 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.46T
$39.4M 10.06%
155,318
+410
+0.3% +$107K
MSFT icon
2
Microsoft
MSFT
$3.68T
$25.8M 6.59%
69,794
+1,795
+3% +$751K
CVX icon
3
Chevron
CVX
$392B
$24.4M 6.24%
118,129
-2,096
-2% -$382K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.23T
$24.4M 6.22%
84,764
-1,129
-1% -$355K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.08T
$21.1M 5.39%
44,105
+1,764
+4% +$866K
XOM icon
6
ExxonMobil
XOM
$658B
$18.1M 4.62%
106,628
-3,054
-3% -$446K
JPM icon
7
JPMorgan Chase
JPM
$964B
$17.7M 4.51%
60,095
+2,231
+4% +$677K
AMZN icon
8
Amazon
AMZN
$2.83T
$16.5M 4.22%
79,341
+4,222
+6% +$930K
JNJ icon
9
Johnson & Johnson
JNJ
$627B
$14.5M 3.69%
59,124
-167
-0.3% -$38.9K
COST icon
10
Costco
COST
$426B
$14.2M 3.62%
14,229
+144
+1% +$140K
AMGN icon
11
Amgen
AMGN
$225B
$11.6M 2.97%
33,102
-133
-0.4% -$47.4K
CSCO icon
12
Cisco
CSCO
$440B
$9.66M 2.46%
124,481
-2,291
-2% -$179K
PG icon
13
Procter & Gamble
PG
$336B
$8.7M 2.22%
60,253
+685
+1% +$104K
NEE icon
14
NextEra Energy
NEE
$180B
$7.21M 1.84%
77,657
+1,434
+2% +$127K
MRK icon
15
Merck
MRK
$335B
$6.61M 1.69%
54,553
-500
-0.9% -$57.7K
CAT icon
16
Caterpillar
CAT
$394B
$6.34M 1.62%
8,945
-50
-0.6% -$34.6K
NVDA icon
17
NVIDIA
NVDA
$5.45T
$5.73M 1.46%
32,838
+4,088
+14% +$750K
IDA icon
18
Idacorp
IDA
$8.25B
$5.4M 1.38%
37,805
– –
MMM icon
19
3M
MMM
$94.2B
$3.87M 0.99%
26,667
-430
-2% -$68.5K
ABBV icon
20
AbbVie
ABBV
$441B
$3.56M 0.91%
16,379
+231
+1% +$51.2K
HD icon
21
Home Depot
HD
$338B
$3.38M 0.86%
10,270
+223
+2% +$81.3K
TRGP icon
22
Targa Resources
TRGP
$59.1B
$3.14M 0.8%
12,504
+4,449
+55% +$965K
PFE icon
23
Pfizer
PFE
$153B
$3.09M 0.79%
110,010
-3,051
-3% -$81.2K
T icon
24
AT&T
T
$171B
$2.89M 0.74%
99,738
– –
TJX icon
25
TJX Companies
TJX
$168B
$2.88M 0.74%
18,064
-163
-0.9% -$25.4K
1
2 3 4 5

Similar funds

NFG
Northeast Financial Group Tannersville, Pennsylvania $404M AUM 12.61% 1-Year Est. Return
EPAM
Evelyn Partners Asset Management London $406M AUM 19.36% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
BLC
Brown, Lisle/Cummings Providence, Rhode Island $400M AUM 18.79% 1-Year Est. Return
LPC
Lineage Point Capital Palm Beach, Florida $409M AUM
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
GMF
Grace & Mercy Foundation New York $410M AUM 12.09% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return

Buckley Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Buckley Wealth Management held 109 positions worth $392M, up 3.9% from $377M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Buckley Wealth Management's Q1 2026 filing shows 6 new, 51 increased, 34 reduced and 6 closed positions. Its largest new stake was GE HealthCare: 27,886 shares worth $1.98M. The largest sale was Oracle, an estimated $1.13M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 27% a quarter earlier, followed by Financials and Energy.

  • Buckley Wealth Management's largest Q1 2026 buy was GE HealthCare: 27,886 shares worth $1.98M.
  • Buckley Wealth Management added most to Targa Resources in Q1 2026, an estimated $965K increase.
  • Buckley Wealth Management's biggest Q1 2026 reduction was Oracle, cutting an estimated $1.13M.
  • Buckley Wealth Management fully exited UnitedHealth in Q1 2026, selling an estimated $975K.
  • Buckley Wealth Management's ten largest holdings make up 55% of its $392M portfolio in Q1 2026.
  • Buckley Wealth Management opened 6 new positions and closed 6 in Q1 2026.
  • Buckley Wealth Management's portfolio value rose 3.9% quarter-over-quarter to $392M.

Based on Buckley Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.