Buckley Wealth Management, LLC

CIK 0001730126 · Q2 2026

13F Equity AUM

$404.3M

+3.2% QoQ

Positions

104

+1 QoQ

AUM Rank

#5,586

Top 45%

Skill Alpha (FF)

+1.8%/yr^ns

No Clear Edge

Rank #1,465 · Top 18%

vs S&P +0.5%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 35.7%Top 10: 55.4%Top 20: 72.8%

AAPL11.0%

GOOGL7.5%

MSFT6.7%

BRK/B5.7%

JPM4.9%

CHV4.8%

AMZN4.7%

JNJ3.7%

CSCO3.4%

COST3.2%

Others (94)44.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology27.1%

Financial Services13.8%

Healthcare12.3%

Communication Services8.8%

Industrials8.2%

Consumer Cyclical7.7%

Consumer Defensive7.3%

Energy7.1%

Other7.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 104Median: 0.37%Avg: 0.96%

0–0.5%

70(18.5%)

0.5–1%

15(9.6%)

1–3%

9(16.4%)

3–5%

6(24.6%)

5%+

4(30.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 104vs 20 funds

0%Low

104

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New12Increased40Decreased48Exited11

New Positions

DUPONT DE NEMOURS IN…0.3%

+10K

HONEYWELL AEROSPACE …0.3%

+5K

HONEYWELL INTL INC0.3%

+5K

TSM0.3%

+2K

IBM0.1%

+2K

PLTR0.1%

+4K

MU0.1%

+339

FEDEX FGHT HLDG CO I…0.1%

+2K

INTC0.1%

+2K

WEA0.1%

+2K

Increased

T0.6%

+13K(+13%)

MRK2.1%

+12K(+22%)

GEHC0.6%

+9K(+32%)

NEE1.8%

+7K(+9%)

GSK0.3%

+6K(+45%)

LUV0.5%

+4K(+12%)

MSFT6.7%

+2K(+3%)

PG2.3%

+2K(+4%)

BRK/B5.7%

+2K(+4%)

NPFI0.1%

+1K(+5%)

Decreased

DOW0.2%

-11,700(-31%)

CSCO3.4%

-8,048(-6%)

BAC0.6%

-5,108(-11%)

PFE0.6%

-3,935(-4%)

TRVC0.5%

-3,769(-22%)

VLO0.4%

-2,445(-29%)

SWX0.1%

-2,250(-46%)

TRGP0.7%

-1,659(-13%)

AAPL11.0%

-1,478(-1%)

DWD0.4%

-1,455(-15%)

Exited

XOM

-106,628

-31,491

HON

-6,414

-2,559

-10,346

-2,222

-926

-3,408

-2,661

-2,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...