Buckley Capital Advisors

MIAMI BEACH, FLfiles as Buckley Capital Advisors, LLC

$161m in 13 US stocks at the end of 30 June 2026. The top 10 are 96.5% of the money. It changed about 35.7% of the portfolio this quarter.

Value
$161m
Stocks
13
Top 10 share
96.5%
Turnover
35.7%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Options (1)

Over time and by industry

Value over time

Dec '25
 
Jun '26

Value is up 39.8% since 31 December 2025.

Where the money is

Health care31.3%
Retail & consumer20.4%
Technology19.3%
Financial services13.3%
Everyday goods9.2%
Industrials6.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.