StockDriftsStockDriftsTop 50 Buckley Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.01% | 153.8K | $44.5M | -0.95%(-1.48K) | $46.88(+554.11%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.55% | 85.4K | $30.5M | +0.73%(+619) | $64.73(+442.99%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.65% | 72.1K | $26.9M | +3.31%(+2.31K) | $133.31(+277.13%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.66% | 45.7K | $22.9M | +3.61%(+1.59K) | $240.20(+117.88%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.86% | 60.0K | $19.6M | -0.17%(-103) | $116.30(+210.82%) | 2026-06-30 | |
| CVX | CHEVRON CORPORATION | 4.79% | 116.9K | $19.4M | -1.03%(-1.22K) | $109.20(+78.51%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.66% | 79.0K | $18.8M | -0.45%(-355) | $79.93(+243.98%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.7% | 58.8K | $14.9M | -0.47%(-276) | $144.21(+82.14%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.38% | 116.4K | $13.7M | -6.47%(-8.05K) | $41.60(+191.02%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.16% | 13.7K | $12.8M | -3.94%(-560) | $422.19(+125.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.90% | +55.67% | +11.16% | +69.76% |
| Top 20 Holdings Unweighted | +15.94% | +55.85% | +10.65% | +65.86% |
Buckley Wealth Management, LLC reports $404.34M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.0%), GOOGL (7.5%) and MSFT (6.7%). The top 20 holdings account for 72.76% of reported assets. Its disclosed equity book has returned +55.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Buckley Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730126). View Buckley Wealth Management, LLC’s 13F filings on SEC