Buckley Capital Advisors, LLC
CIK
2111611
Location
MIAMI BEACH, FL
Portfolio Value
Micro
$24,798,095
Diversification
Moderately concentrated
Filing Date
Global Rank
#4,661
/ 8,232
▲ 227
Top Industry
Drug Manufacturers - Specialty & Generic
32.1%
3Y Alpha vs SPY
+113.7%
Period ended 2 months ago
Filed May 15, 2026 · 30d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+34.1%
SPY
+9.1%
Annualised alpha
+113.7%
Max drawdown
−13.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.1%
+2.1 pts
Top 5
70.2%
+4.5 pts
Top 10
92.3%
+0.9 pts
HHI
1,522
Moderately concentrated+137
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 55.4% | $77,085,817 |
| Technology | 17.8% | $24,798,095 |
| Consumer Cyclical | 13.6% | $18,926,718 |
| Financial Services | 8.4% | $11,659,346 |
| Industrials | 4.8% | $6,680,321 |
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 | $6,680,321 | |
| MLYS | Mineralys Therapeutics, Inc. | −1,200 | 173,100 | $4,689,279 | |
| No positions match the current search. | |||||
3 positions ·
$24,798,095 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DAVE |
Dave Inc./DE
Technology
|
Added | 76,690 | $13,350,962 | 53.84% | |
| PRTH |
Priority Technology Holdings, Inc.
Technology
|
Added | 2,136,213 | $10,082,925 | 40.66% | |
| FLYW |
Flywire Corp
Technology
|
NEW | 117,200 | $1,364,208 | 5.50% |