☆Buckley Wealth Management, LLC
Quality Q
0.502
AUM ($M)
404
Positions
104
Turnover
0.10
Top-10 wt
55%
Herfindahl
0.040
History (qtrs)
6
Excess Return
—
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Holdings · 115 positions · portfolio value $404M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 11.0% | +0.9% | 44.5 | 153,840 | -1,478 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 7.5% | +1.3% | 30.5 | 85,383 | +619 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 6.7% | +0.1% | 26.9 | 72,104 | +2,310 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 5.7% | +0.3% | 22.9 | 45,696 | +1,591 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 4.9% | +0.3% | 19.6 | 59,992 | -103 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 4.8% | -1.4% | 19.4 | 116,907 | -1,222 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 4.7% | +0.4% | 18.8 | 78,986 | -355 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 3.7% | +0.0% | 14.9 | 58,848 | -276 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 3.4% | +0.9% | 13.7 | 116,433 | -8,048 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 3.2% | -0.5% | 12.8 | 13,669 | -560 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 2.9% | -0.0% | 11.9 | 32,852 | -250 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 2.3% | +0.0% | 9.2 | 62,413 | +2,160 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 2.1% | +0.4% | 8.6 | 66,283 | +11,730 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 2.1% | +0.5% | 8.5 | 8,020 | -925 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 1.8% | -0.0% | 7.4 | 84,577 | +6,920 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 1.7% | +0.2% | 6.8 | 33,763 | +925 | 5 | — |
| ☆IDA funds › | IDACORP INC | TRIM | — | 1.4% | +0.0% | 5.7 | 37,605 | -200 | 5 | — |
| ☆MMM funds › | 3M CO | ADD | — | 1.1% | +0.1% | 4.4 | 26,917 | +250 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 1.0% | +0.1% | 4.1 | 16,289 | -90 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 0.9% | +0.4% | 3.7 | 8,432 | -932 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.9% | +0.2% | 3.6 | 9,635 | +318 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | HOLD | — | 0.9% | +0.0% | 3.6 | 10,270 | +0 | 5 | — |
| ☆TRGP funds › | TARGA RES CORP | TRIM | — | 0.7% | -0.1% | 2.9 | 10,845 | -1,659 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | TRIM | — | 0.7% | -0.1% | 2.7 | 17,889 | -175 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.6% | -0.2% | 2.6 | 106,075 | -3,935 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.6% | +0.2% | 2.4 | 7,922 | -185 | 5 | — |
| ☆GEHC funds › | GE HEALTHCARE TECHNOLOGIES I | ADD | — | 0.6% | +0.1% | 2.4 | 36,880 | +8,994 | 2 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.6% | -0.2% | 2.3 | 112,438 | +12,700 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.6% | +0.0% | 2.3 | 40,416 | -5,108 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.5% | -0.1% | 2.2 | 4,320 | +100 | 5 | — |
| ☆Q funds › | QNITY ELECTRONICS INC | TRIM | — | 0.5% | +0.1% | 2.1 | 12,861 | -711 | 3 | — |
| ☆V funds › | VISA INC | ADD | — | 0.5% | +0.1% | 2.1 | 6,114 | +303 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.5% | +0.0% | 2.1 | 5,849 | -1,090 | 5 | — |
| ☆R funds › | RYDER SYS INC | TRIM | — | 0.5% | +0.1% | 2.0 | 7,684 | -390 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | ADD | — | 0.5% | +0.1% | 2.0 | 4,106 | +177 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 0.5% | -0.0% | 1.9 | 13,545 | -3,769 | 5 | — |
| ☆LUV funds › | SOUTHWEST AIRLS CO | ADD | — | 0.5% | +0.2% | 1.9 | 36,625 | +3,790 | 2 | — |
| ☆BKH funds › | BLACK HILLS CORP | TRIM | — | 0.5% | +0.0% | 1.9 | 25,031 | -500 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | TRIM | — | 0.5% | +0.1% | 1.8 | 10,750 | -65 | 5 | — |
| ☆KVUE funds › | KENVUE INC | TRIM | — | 0.4% | +0.0% | 1.8 | 95,104 | -1,000 | 4 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.4% | +0.1% | 1.8 | 4,249 | -95 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.4% | +0.0% | 1.8 | 8,335 | +250 | 5 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | TRIM | — | 0.4% | +0.0% | 1.7 | 7,202 | -239 | 5 | — |
| ☆SYY funds › | SYSCO CORP | ADD | — | 0.4% | +0.1% | 1.7 | 20,294 | +460 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.4% | +0.0% | 1.7 | 8,040 | -1,455 | 5 | — |
| ☆TGT funds › | TARGET CORP | TRIM | — | 0.4% | -0.0% | 1.7 | 12,834 | -1,280 | 5 | — |
| ☆WMB funds › | WILLIAMS COS INC | TRIM | — | 0.4% | -0.0% | 1.7 | 22,265 | -1,220 | 5 | — |
| ☆BBY funds › | BEST BUY INC | ADD | — | 0.4% | +0.1% | 1.6 | 21,025 | +895 | 5 | — |
| ☆OKE funds › | ONEOK INC NEW | TRIM | — | 0.4% | -0.0% | 1.6 | 18,554 | -730 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.4% | +0.1% | 1.6 | 4,291 | +560 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | TRIM | — | 0.4% | -0.1% | 1.6 | 6,024 | -2,445 | 5 | — |
| ☆IVZ funds › | INVESCO LTD | ADD | — | 0.4% | +0.0% | 1.5 | 57,185 | +225 | 3 | — |
| ☆MPC funds › | MARATHON PETE CORP | TRIM | — | 0.4% | -0.0% | 1.5 | 5,800 | -500 | 5 | — |
| ☆SYF funds › | SYNCHRONY FINANCIAL | ADD | — | 0.4% | +0.0% | 1.5 | 19,409 | +205 | 5 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 0.4% | +0.0% | 1.5 | 2,799 | +137 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.3% | +0.0% | 1.4 | 3,337 | -11 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.3% | +0.0% | 1.4 | 5,054 | +235 | 5 | — |
| ☆FDX funds › | FEDEX CORP | TRIM | — | 0.3% | -0.1% | 1.3 | 4,245 | -980 | 5 | — |
| ☆DD funds › | DUPONT DE NEMOURS INC | NEW | — | 0.3% | +0.3% | 1.3 | 9,731 | +9,731 | 1 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | ADD | — | 0.3% | +0.0% | 1.3 | 1,315 | +64 | 5 | — |
| ☆COR funds › | CENCORA INC | TRIM | — | 0.3% | -0.1% | 1.3 | 4,454 | -70 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.3% | -0.1% | 1.3 | 4,650 | -60 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.3% | +0.0% | 1.2 | 6,877 | +766 | 5 | — |
| ☆CUSIP:624756102 funds › | MUELLER INDS INC | ADD | — | 0.3% | +0.0% | 1.2 | 9,980 | +425 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | HOLD | — | 0.3% | +0.2% | 1.2 | 2,100 | +0 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | ADD | — | 0.3% | +0.0% | 1.2 | 10,409 | +510 | 5 | — |
| ☆KR funds › | KROGER CO | TRIM | — | 0.3% | -0.1% | 1.2 | 21,679 | -625 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 0.3% | -0.0% | 1.1 | 5,126 | +223 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.3% | +0.1% | 1.1 | 943 | +80 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.3% | +0.3% | 1.1 | 5,041 | +5,041 | 1 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.3% | -0.0% | 1.1 | 5,082 | -149 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.3% | +0.3% | 1.1 | 5,041 | +5,041 | 1 | — |
| ☆GSK funds › | GSK PLC | ADD | — | 0.3% | +0.1% | 1.1 | 21,069 | +6,489 | 2 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | NEW | — | 0.3% | +0.3% | 1.1 | 2,283 | +2,283 | 1 | — |
| ☆WELL funds › | WELLTOWER INC | ADD | — | 0.3% | +0.0% | 1.0 | 4,574 | +219 | 3 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.3% | +0.0% | 1.0 | 1,007 | -100 | 5 | — |
| ☆CRH funds › | CRH PLC | ADD | — | 0.2% | +0.0% | 1.0 | 8,978 | +343 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.2% | -0.0% | 0.9 | 6,792 | +776 | 5 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | ADD | — | 0.2% | -0.0% | 0.9 | 3,427 | +113 | 5 | — |
| ☆CME funds › | CME GROUP INC | ADD | — | 0.2% | -0.1% | 0.8 | 3,634 | +115 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | ADD | — | 0.2% | +0.0% | 0.8 | 830 | +43 | 5 | — |
| ☆MCK funds › | MCKESSON CORP | ADD | — | 0.2% | -0.0% | 0.7 | 987 | +80 | 5 | — |
| ☆DOW funds › | DOW HLDGS INC | TRIM | — | 0.2% | -0.2% | 0.7 | 26,208 | -11,700 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | ADD | — | 0.2% | +0.0% | 0.7 | 10,956 | +525 | 5 | — |
| ☆SOLV funds › | SOLVENTUM CORP | TRIM | — | 0.2% | +0.0% | 0.7 | 8,587 | -1,125 | 5 | — |
| ☆TMUS funds › | T-MOBILE US INC | TRIM | — | 0.2% | -0.1% | 0.6 | 3,844 | -610 | 5 | — |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | ADD | — | 0.2% | -0.0% | 0.6 | 3,849 | +133 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | NEW | — | 0.1% | +0.1% | 0.6 | 1,970 | +1,970 | 1 | — |
| ☆NPFI funds › | NUSHARES ETF TR | ADD | — | 0.1% | +0.0% | 0.5 | 20,936 | +1,000 | 2 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | NEW | — | 0.1% | +0.1% | 0.5 | 4,128 | +4,128 | 1 | — |
| ☆BYD funds › | BOYD GAMING CORP | TRIM | — | 0.1% | -0.0% | 0.5 | 5,250 | -750 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.4 | 339 | +339 | 1 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.1% | +0.0% | 0.4 | 1,009 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 2,379 | -67 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.1% | -0.0% | 0.3 | 288 | -98 | 5 | — |
| ☆FDXF funds › | FEDEX FGHT HLDG CO INC | NEW | — | 0.1% | +0.1% | 0.3 | 2,110 | +2,110 | 1 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.1% | +0.0% | 0.3 | 3,599 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 2,000 | +2,000 | 1 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.1% | -0.0% | 0.2 | 418 | -10 | 5 | — |
| ☆SWX funds › | SOUTHWEST GAS HLDGS INC | TRIM | — | 0.1% | -0.1% | 0.2 | 2,650 | -2,250 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.1% | -0.0% | 0.2 | 655 | -358 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | NEW | — | 0.1% | +0.1% | 0.2 | 2,500 | +2,500 | 1 | — |
| ☆WAL funds › | WESTERN ALLIANCE BANCORP | NEW | — | 0.1% | +0.1% | 0.2 | 2,466 | +2,466 | 1 | — |
| ☆VIVO funds › | VIVOPOWER PLC | NEW | — | 0.0% | +0.0% | 0.1 | 14,000 | +14,000 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -6,414 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -4.6% | 0.0 | 0 | -106,628 | 0 | — |
| ☆RNR funds › | RENAISSANCERE HLDGS LTD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -926 | 0 | — |
| ☆EMR funds › | EMERSON ELEC CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,222 | 0 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,661 | 0 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -2,559 | 0 | — |
| ☆MDT funds › | MEDTRONIC PLC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -10,346 | 0 | — |
| ☆CUSIP:26614N102 funds › | DUPONT DE NEMOURS INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -31,491 | 0 | — |
| ☆AGYS funds › | AGILYSYS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,408 | 0 | — |
| ☆NEM funds › | NEWMONT CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,000 | 0 | — |
| ☆B funds › | BARRICK MNG CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,000 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 404 | 104 | 0.10 | 55% | 0.040 | 0.500 | — | in |
| 2026Q1 | 392 | 103 | 0.08 | 55% | 0.038 | 0.551 | — | in |
| 2025Q4 | 377 | 103 | 0.05 | 57% | 0.043 | 0.570 | — | in |
| 2025Q3 | 365 | 102 | 0.06 | 57% | 0.043 | 0.556 | — | in |
| 2025Q2 | 334 | 108 | 0.07 | 55% | 0.041 | 0.533 | — | entered |
| 2025Q1 | 321 | 96 | 0.00 | 56% | 0.041 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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