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Home > Institutional Investor > Buckley Wealth Management, Llc > Profile

Instuitional Investor - Buckley Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Buckley Wealth Management, Llc
Portfolio Value $404,335,744
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 153,840 $44,514,780 11.01%
2.
Alphabet Inc.
 GOOGL 85,383 $30,513,472 7.55%
3.
Microsoft Corp
 MSFT 72,104 $26,895,677 6.65%
4.
Berkshire Hathaway Inc
 BRK-B 45,696 $22,865,332 5.66%
5.
Jpmorgan Chase & Co
 JPM 59,992 $19,636,880 4.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.