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CIK: 0001730126
Total reported value
$404.3M
$404.3M
103 檔
33.4%
In Q1 2026, Buckley Wealth Management, LLC's U.S. equity holdings reached a combined market value of $404.3M, distributed across 103 disclosed stock positions.
In Q1 2026, Buckley Wealth Management, LLC displayed an active expansion posture, initiating 6 new positions and adding to 51 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.06% | +0.95% | +0.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.59% | +0.06% | +2.64% | |
| 3 | CVX | Chevron CORP | Stock-Energy | 6.24% | -1.45% | -1.74% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.22% | +1.33% | -1.31% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.39% | +0.27% | +4.17% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 4.62% | -4.62% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.51% | +0.35% | +3.86% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.22% | +0.44% | +5.62% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.69% | +0.01% | -0.28% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.62% | -0.46% | +1.02% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 2.97% | -0.03% | -0.40% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.46% | +0.92% | -1.81% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.22% | +0.04% | +1.15% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.84% | — | +1.88% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.69% | +0.43% | -0.91% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.62% | +0.49% | -0.56% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.46% | +0.21% | +14.22% | |
| 18 | IDA | Idacorp Inc | Stock-Utilities | 1.38% | +0.03% | — | |
| 19 | MMM | 3m Co | Stock-Industrials | 0.99% | +0.09% | -1.59% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.10% | +1.43% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | +0.04% | +2.22% | |
| 22 | TRGP | Targa Resources CORP | Stock-Energy | 0.80% | -0.08% | +55.23% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 0.79% | -0.16% | -2.70% | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.74% | -0.16% | — | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.74% | -0.07% | -0.89% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.16% | +3.97% | |
| 27 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.65% | -0.11% | +2.43% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | — | -2.11% | |
| 29 | VLO | Valero Energy CORP | Stock-Energy | 0.53% | -0.14% | -8.38% | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 0.51% | +0.39% | +5.90% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | — | -4.47% | |
| 32 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.51% | +0.07% | — | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.50% | -0.03% | -6.05% | |
| 34 | FDX | Fedex CORP | Stock-Industrials | 0.48% | -0.15% | -4.57% | |
| 35 | BKH | Black Hills CORP | Stock-Utilities | 0.45% | +0.01% | -3.77% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | +0.07% | +27.10% | |
| 37 | OKE | Oneok Inc | Stock-Energy | 0.44% | -0.04% | +3.52% | |
| 38 | TGT | Target CORP | Stock-Consumer Disc | 0.44% | -0.03% | -2.53% | |
| 39 | WMB | Williams Cos Inc | Stock-Energy | 0.44% | -0.03% | +0.04% | |
| 40 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.42% | +0.03% | +0.00% | |
| 41 | R | Ryder System Inc | Stock-Industrials | 0.42% | +0.08% | -0.55% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.42% | +0.08% | +11.02% | |
| 43 | KR | Kroger Co | Stock-Consumer Staples | 0.41% | -0.11% | -2.93% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.41% | +0.04% | +9.48% | |
| 45 | DOW | Dow Inc | Stock-Materials | 0.40% | -0.22% | -11.14% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.40% | +0.18% | +5.64% | |
| 47 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.40% | +0.02% | -12.93% | |
| 48 | Q | Qnity Electronics Inc | Stock-Tech | 0.40% | +0.12% | -1.45% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.40% | +0.02% | +9.41% | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | +0.05% | +14.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +1.4% | -1.74% | Trim |
| 2 | XOM | Exxon Mobil CORP | +1.1% | -2.78% | Trim |
| 3 | JNJ | Johnson & Johnson | +0.4% | -0.28% | Trim |
| 4 | TRGP | Targa Resources CORP | +0.4% | +55.23% | Add |
| 5 | COST | Costco Wholesale CORP | +0.4% | +1.02% | Add |
| 6 | CAT | Caterpillar Inc | +0.3% | -0.56% | Trim |
| 7 | NEE | Nextera Energy Inc | +0.2% | +1.88% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.2% | -0.91% | Trim |
| 9 | DOW | Dow Inc | +0.1% | -11.14% | Trim |
| 10 | VLO | Valero Energy CORP | +0.1% | -8.38% | Trim |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +2.43% | Add |
| 12 | MPC | Marathon Petroleum CORP | +0.1% | — | Unchanged |
| 13 | IDA | Idacorp Inc | +0.1% | — | Unchanged |
| 14 | LRCX | Lam Research CORP | +0.1% | +5.90% | Add |
| 15 | Q | Qnity Electronics Inc | +0.1% | -1.45% | Trim |
| 16 | AMGN | Amgen Inc | +0.1% | -0.40% | Trim |
| 17 | T | At&t Inc | +0.1% | — | Unchanged |
| 18 | OKE | Oneok Inc | +0.1% | +3.52% | Add |
| 19 | ETN | Eaton Corporation plc | +0.1% | +14.50% | Add |
| 20 | LIN | Linde plc | +0.1% | +11.15% | Add |
| 21 | WMB | Williams Cos Inc | +0.1% | +0.04% | Add |
| 22 | TGT | Target CORP | +0.1% | -2.53% | Trim |
| 23 | FDX | Fedex CORP | +0.1% | -4.57% | Trim |
| 24 | PEP | Pepsico Inc | +0.1% | +30.67% | Add |
| 25 | TT | Trane Technologies plc | +0.1% | +11.02% | Add |
| 26 | TXN | Texas Instruments Inc | +0.1% | +5.64% | Add |
| 27 | UNP | Union Pacific CORP | +0.1% | +17.54% | Add |
| 28 | MLI | Mueller Industries Inc | +0.1% | +30.60% | Add |
| 29 | NVDA | Nvidia CORP | 0% | +14.22% | Add |
| 30 | PFE | Pfizer Inc | 0% | -2.70% | Trim |
| 31 | WEC | Wec Energy Group Inc | 0% | +11.21% | Add |
| 32 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 33 | WM | Waste Management Inc | 0% | +15.75% | Add |
| 34 | CME | Cme Group Inc | 0% | +11.29% | Add |
| 35 | WELL | Welltower Inc | 0% | +16.51% | Add |
| 36 | KR | Kroger Co | 0% | -2.93% | Trim |
| 37 | PM | Philip Morris International | 0% | +13.19% | Add |
| 38 | O | Realty Income CORP | 0% | +17.97% | Add |
| 39 | PH | Parker Hannifin CORP | 0% | +12.00% | Add |
| 40 | MCK | Mckesson CORP | 0% | +14.96% | Add |
| 41 | V | Visa Inc-class A Shares | 0% | +27.10% | Add |
| 42 | 6D8 | Dupont De Nemours Inc | 0% | -3.91% | Trim |
| 43 | TMUS | T-mobile US Inc | 0% | +10.27% | Add |
| 44 | GEV | GE Vernova Inc | 0% | -8.31% | Trim |
| 45 | R | Ryder System Inc | 0% | -0.55% | Trim |
| 46 | MCD | Mcdonald's CORP | 0% | +4.90% | Add |
| 47 | LOW | Lowe's Cos Inc | 0% | +9.14% | Add |
| 48 | SYY | Sysco CORP | 0% | +9.31% | Add |
| 49 | EMR | Emerson Electric Co | 0% | +21.89% | Add |
| 50 | AMD | Advanced Micro Devices | 0% | +16.67% | Add |
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 Q1 2026.
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, CVX) accounted for 33.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
GEHC
市值: $2.0M
Top Position Liquidated / Trimmed
UNH
前期市值: $974.8K
During Q1 2026, Buckley Wealth Management, LLC's top holdings by market value included AAPL (10.1%)、MSFT (6.6%)、CVX (6.2%). The largest single position, AAPL, represented 10.1% of total portfolio value.
In Q1 2026, Buckley Wealth Management, LLC made 97 total portfolio adjustments, initiating 6 new buys, adding to 51 positions, trimming 34 holdings, and fully liquidating 6 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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