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CIK: 0001730126
Total reported value
$404.3M
$404.3M
103 檔
35.1%
The Q4 2025 SEC filing reveals that Buckley Wealth Management, LLC held a total portfolio value of $404.3M, covering 103 public equity positions.
Buckley Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 5 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.17% | +0.95% | -1.03% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.72% | +0.06% | -0.28% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.13% | +1.33% | -2.90% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.64% | +0.27% | +1.37% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.94% | +0.35% | -1.00% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 4.86% | -1.45% | +0.48% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.60% | +0.44% | -0.34% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.50% | -4.62% | EXIT | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.25% | +0.01% | -0.50% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.22% | -0.46% | +8.30% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 2.88% | -0.03% | +0.26% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.59% | +0.92% | -2.40% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.26% | +0.04% | +1.74% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.62% | — | -0.32% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.54% | +0.43% | -0.79% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.21% | +2.69% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.37% | +0.49% | -1.69% | |
| 18 | IDA | Idacorp Inc | Stock-Utilities | 1.27% | +0.03% | -0.53% | |
| 19 | MMM | 3m Co | Stock-Industrials | 1.15% | +0.09% | -0.29% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.98% | +0.10% | -0.68% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | +0.04% | -3.12% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +0.16% | -7.20% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 0.75% | -0.16% | +10.82% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.74% | -0.07% | -1.07% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.68% | — | -0.59% | |
| 26 | T | At&t Inc | Stock-Comm Services | 0.66% | -0.16% | +0.32% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | — | -1.89% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.57% | -0.03% | -12.59% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.11% | +2.49% | |
| 30 | BKH | Black Hills CORP | Stock-Utilities | 0.49% | +0.01% | +3.51% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.49% | — | +51.00% | |
| 32 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.47% | +0.02% | +3.19% | |
| 33 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.44% | +0.03% | +0.10% | |
| 34 | COR | Cencora Inc | Stock-Healthcare | 0.43% | -0.05% | -1.52% | |
| 35 | SYF | Synchrony Financial | Stock-Financials | 0.43% | +0.04% | +0.26% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.07% | -0.28% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.43% | +0.04% | +2.43% | |
| 38 | FDX | Fedex CORP | Stock-Industrials | 0.42% | -0.15% | +1.39% | |
| 39 | R | Ryder System Inc | Stock-Industrials | 0.41% | +0.08% | -4.02% | |
| 40 | IVZ | Invesco Ltd. | Stock-Financials | 0.41% | +0.02% | — | |
| 41 | MS | Morgan Stanley | Stock-Financials | 0.41% | +0.02% | -0.29% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.40% | +0.39% | -1.47% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.03% | +0.57% | |
| 44 | VLO | Valero Energy CORP | Stock-Energy | 0.40% | -0.14% | -1.39% | |
| 45 | TRGP | Targa Resources CORP | Stock-Energy | 0.39% | -0.08% | +4.88% | |
| 46 | KR | Kroger Co | Stock-Consumer Staples | 0.38% | -0.11% | +1.13% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.33% | EXIT | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.38% | -0.03% | +10.05% | |
| 49 | WMB | Williams Cos Inc | Stock-Energy | 0.37% | -0.03% | -2.09% | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.37% | +0.08% | -0.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.2% | -2.90% | Trim |
| 2 | AMGN | Amgen Inc | +0.3% | +0.26% | Add |
| 3 | AAPL | Apple Inc | +0.3% | -1.03% | Trim |
| 4 | MRK | Merck & Co. Inc. | +0.3% | -0.79% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.50% | Trim |
| 6 | HON | Honeywell International Inc | +0.2% | +235.81% | Add |
| 7 | CAT | Caterpillar Inc | +0.2% | -1.69% | Trim |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -2.40% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -0.03% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -1.89% | Trim |
| 11 | CAH | Cardinal Health Inc | +0.1% | +3.19% | Add |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.34% | Trim |
| 13 | LRCX | Lam Research CORP | +0.1% | -1.47% | Trim |
| 14 | FDX | Fedex CORP | +0.1% | +1.39% | Add |
| 15 | BKH | Black Hills CORP | +0.1% | +3.51% | Add |
| 16 | OKE | Oneok Inc | +0.1% | +22.29% | Add |
| 17 | SYF | Synchrony Financial | +0.1% | +0.26% | Add |
| 18 | TGT | Target CORP | +0.1% | +10.05% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | -0.66% | Trim |
| 20 | NEE | Nextera Energy Inc | 0% | -0.32% | Trim |
| 21 | PFE | Pfizer Inc | 0% | +10.82% | Add |
| 22 | TRGP | Targa Resources CORP | 0% | +4.88% | Add |
| 23 | UNP | Union Pacific CORP | 0% | +26.31% | Add |
| 24 | WEC | Wec Energy Group Inc | 0% | +34.58% | Add |
| 25 | SOLV | Solventum CORP | -0.1% | -25.75% | Trim |
| 26 | ETN | Eaton Corporation plc | -0.1% | +0.26% | Add |
| 27 | MCK | Mckesson CORP | -0.1% | -33.81% | Trim |
| 28 | MPC | Marathon Petroleum CORP | -0.1% | -7.35% | Trim |
| 29 | ANET | Arista Networks Inc | -0.1% | -10.65% | Trim |
| 30 | T | At&t Inc | -0.1% | +0.32% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.37% | Add |
| 32 | IDA | Idacorp Inc | -0.1% | -0.53% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | -1.00% | Trim |
| 34 | PG | Procter & Gamble Co/the | -0.2% | +1.74% | Add |
| 35 | DOW | Dow Inc | -0.2% | -44.02% | Trim |
| 36 | HD | Home Depot Inc | -0.2% | -3.12% | Trim |
| 37 | CVX | Chevron CORP | -0.2% | +0.48% | Add |
| 38 | 6D8 | Dupont De Nemours Inc | -0.6% | -23.02% | Trim |
| 39 | MSFT | Microsoft CORP | -1% | -0.28% | Trim |
| 40 | IVZ | Invesco Ltd. | — | NEW | New buy |
| 41 | PGR | Progressive CORP | — | EXIT | Sold out |
| 42 | Q | Qnity Electronics Inc | — | NEW | New buy |
| 43 | PYPL | Paypal Holdings Inc | — | EXIT | Sold out |
| 44 | WELL | Welltower Inc | — | NEW | New buy |
| 45 | CRBG | Corebridge Financial Inc | — | EXIT | Sold out |
| 46 | EXR | Extra Space Storage Inc | — | EXIT | Sold out |
| 47 | INTC | Intel CORP | — | EXIT | Sold out |
| 48 | B | Barrick Mining CORP | — | NEW | New buy |
| 49 | SLB | Slb LTD | — | NEW | New buy |
| 50 | ASML | ASML Holding N.V. | — | NEW | New buy |
According to official SEC Form 13F filings, Buckley Wealth Management, LLC reported a total U.S. public equity portfolio value of $404.3M across 103 disclosed positions in Q4 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 AAPL, MSFT, GOOGL) accounted for 35.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
IVZ
市值: $1.5M
Top Position Liquidated / Trimmed
PGR
前期市值: $1.4M
During Q4 2025, Buckley Wealth Management, LLC's top holdings by market value included AAPL (11.2%)、MSFT (8.7%)、GOOGL (7.1%). The largest single position, AAPL, represented 11.2% of total portfolio value.
In Q4 2025, Buckley Wealth Management, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 22 holdings, and fully liquidating 5 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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