Buckley Capital Advisors, LLC
Filing Date
Global Rank
#5,009
/ 8,621
▲ 106
· as of Mar 2026
Top Industry
Drug Manufacturers - Specialty & Generic
29.3%
3Y Alpha vs SPY
+169.3%
Period ended 4 months ago
Filed May 15, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+52.1%
SPY
+9.0%
Annualised alpha
+132.2%
Max drawdown
−14.2%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 85% of reported value on average across 2 quarters. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.3%
+3.5 pts
Top 5
70.5%
−0.0 pts
Top 10
93.0%
+0.3 pts
HHI
1,420
Diversified−1
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 50.5% | $77,085,817 |
| Technology | 16.3% | $24,798,095 |
| Industrials | 13.1% | $20,040,952 |
| Consumer Cyclical | 12.4% | $18,926,718 |
| Financial Services | 7.6% | $11,659,346 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PRTH | Priority Technology Holdings, Inc. | +347,594 | 2,136,213 | $10,082,925 | |
| SGHC | Super Group (SGHC) Ltd | +336,374 | 1,293,274 | $13,967,359 | |
| ROOT | Root, Inc. | +64,337 | 174,554 | $7,710,050 | |
| SLNO | Soleno Therapeutics Inc | +32,600 | 181,750 | $6,084,990 | |
| DAVE | Dave Inc./DE | +14,162 | 76,690 | $13,350,962 | |
| HGV | Hilton Grand Vacations Inc. | +2,600 | 126,773 | $4,959,359 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BVS | Bioventus Inc. | −322,871 | 81,798 | $746,815 | |
| ESTA | Establishment Labs Holdings Inc. | −94,000 | 94,000 | $5,337,320 | |
| LQDA | Liquidia Corp | −52,942 | 1,183,644 | $44,670,724 | |
| WLFC | Willis Lease Finance Corp | −47,274 | 39,236 | $20,040,952 | |
| MLYS | Mineralys Therapeutics, Inc. | −1,200 | 173,100 | $4,689,279 | |
| No positions match the current search. | |||||
14 positions ·
$152,510,928 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LQDA |
Liquidia Corp
PUT
+ SHARES
Healthcare
|
Reduced | 1,183,644 | $44,670,724 | 29.29% | |
| WLFC |
Willis Lease Finance Corp
Industrials
|
Reduced | 39,236 | $20,040,952 | 13.14% | |
| ACHC |
Acadia Healthcare Company, Inc.
Healthcare
|
NEW | 665,100 | $15,556,689 | 10.20% | |
| SGHC |
Super Group (SGHC) Ltd
Consumer Cyclical
|
Added | 1,293,274 | $13,967,359 | 9.16% | |
| DAVE |
Dave Inc./DE
Technology
|
Added | 76,690 | $13,350,962 | 8.75% | |
| PRTH |
Priority Technology Holdings, Inc.
Technology
|
Added | 2,136,213 | $10,082,925 | 6.61% | |
| ROOT |
Root, Inc.
Financial Services
|
Added | 174,554 | $7,710,050 | 5.06% | |
| SLNO |
Soleno Therapeutics Inc
Healthcare
|
Added | 181,750 | $6,084,990 | 3.99% | |
| ESTA |
Establishment Labs Holdings Inc.
Healthcare
|
Reduced | 94,000 | $5,337,320 | 3.50% | |
| HGV |
Hilton Grand Vacations Inc.
Consumer Cyclical
|
Added | 126,773 | $4,959,359 | 3.25% | |
| MLYS |
Mineralys Therapeutics, Inc.
Healthcare
|
Reduced | 173,100 | $4,689,279 | 3.07% | |
| SEZL |
Sezzle Inc.
Financial Services
|
NEW | 62,400 | $3,949,296 | 2.59% | |
| FLYW |
Flywire Corp
Technology
|
NEW | 117,200 | $1,364,208 | 0.89% | |
| BVS |
Bioventus Inc.
Healthcare
|
Reduced | 81,798 | $746,815 | 0.49% |