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CIK: 0001730126
Total reported value
$404.3M
$404.3M
108 檔
29.7%
At the close of Q2 2025, Buckley Wealth Management, LLC disclosed equity holdings valued at approximately $404.3M, spread across 108 reported holdings.
During Q2 2025, Buckley Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.31% | +0.06% | -3.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.67% | +0.95% | -0.91% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.72% | +0.27% | +0.48% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 5.17% | -1.45% | +3.25% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.11% | +0.35% | -3.39% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.97% | +0.44% | -2.12% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.52% | +1.33% | -0.34% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.49% | -4.62% | EXIT | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.93% | -0.46% | -1.74% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.78% | -0.03% | +1.14% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.78% | +0.01% | +1.35% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.73% | +0.92% | -1.46% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.72% | +0.04% | +6.15% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.47% | — | +30.80% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | +0.43% | -3.86% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +0.21% | +1.65% | |
| 17 | IDA | Idacorp Inc | Stock-Utilities | 1.35% | +0.03% | +11.16% | |
| 18 | MMM | 3m Co | Stock-Industrials | 1.25% | +0.09% | -4.53% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | +0.04% | -0.11% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 1.07% | +0.49% | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.16% | -1.71% | |
| 22 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.93% | -0.37% | EXIT | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.10% | -0.37% | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.87% | -0.16% | — | |
| 25 | DOW | Dow Inc | Stock-Materials | 0.76% | -0.22% | -18.51% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.07% | -1.05% | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.70% | -0.16% | -9.97% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | -0.04% | -1.11% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.67% | — | +0.14% | |
| 30 | C | Citigroup Inc | Stock-Financials | 0.56% | -0.03% | -0.64% | |
| 31 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.56% | +0.02% | -2.26% | |
| 32 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.11% | — | |
| 33 | KR | Kroger Co | Stock-Consumer Staples | 0.51% | -0.11% | -1.04% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.07% | -0.38% | |
| 35 | COR | Cencora Inc | Stock-Healthcare | 0.48% | -0.05% | -1.28% | |
| 36 | GE | General Electric | Stock-Industrials | 0.46% | +0.13% | -2.05% | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.46% | +0.08% | -15.43% | |
| 38 | WMB | Williams Cos Inc | Stock-Energy | 0.45% | -0.03% | -0.33% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.44% | +0.18% | -0.07% | |
| 40 | PGR | Progressive CORP | Stock-Financials | 0.44% | — | -1.17% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.33% | EXIT | |
| 42 | R | Ryder System Inc | Stock-Industrials | 0.42% | +0.08% | -0.28% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.41% | — | +3.45% | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | +0.05% | -0.26% | |
| 45 | TRGP | Targa Resources CORP | Stock-Energy | 0.40% | -0.08% | -0.13% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | — | — | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.39% | +0.06% | -5.52% | |
| 48 | SYF | Synchrony Financial | Stock-Financials | 0.39% | +0.04% | — | |
| 49 | VLO | Valero Energy CORP | Stock-Energy | 0.38% | -0.14% | -0.32% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.06% | -0.46% |
According to official SEC Form 13F filings, Buckley Wealth Management, LLC reported a total U.S. public equity portfolio value of $404.3M across 108 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, BRK-B) accounted for 29.7% of total reported equity market value during Q2 2025.
During Q2 2025, Buckley Wealth Management, LLC's top holdings by market value included MSFT (10.3%)、AAPL (9.7%)、BRK-B (5.7%). The largest single position, MSFT, represented 10.3% of total portfolio value.
In Q2 2025, Buckley Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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