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Hurley Capital Portfolio holdings

AUM $187M
1-Year Est. Return 23.24%
This Fund
S&P 500
This Quarter Est. Return
+1%
1 Year Est. Return
+23.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$187M
AUM Growth
+$7.95M
Cap. Flow
+$9.11M
Cap. Flow %
4.88%
Top 10 Hldgs %
50.28%
Holding
778
New
183
Increased
163
Reduced
65
Closed
106

Top Buys

Rank Stock Value
1
EPD icon
Enterprise Products Partners
EPD
+$3.1M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.63M
3
CNQ icon
Canadian Natural Resources
CNQ
+$1.58M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.09M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$832K

Top Sells

Rank Stock Value
1
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$4.12M
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$712K
3
LMT icon
Lockheed Martin
LMT
+$198K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$161K
5
INBX icon
Inhibrx
INBX
+$131K

Sector Composition

Rank Sector Weight
1 Energy 9.88%
2 Financials 4.62%
3 Communication Services 4.12%
4 Technology 3.19%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
251
Intuit
INTU
$86.3B
$21.6K 0.01%
50
+22
+79% +$10.5K
SCHW
252
Charles Schwab
SCHW
$181B
$21.2K 0.01%
226
+2
+0.9% +$196
VT icon
253
Vanguard Total World Stock ETF
VT
$76.9B
$21.2K 0.01%
153
+51
+50% +$7.33K
VNLA icon
254
Janus Henderson Short Duration Income ETF
VNLA
$3.34B
$21.2K 0.01%
433
– –
C icon
255
Citigroup
C
$222B
$21.1K 0.01%
186
+173
+1,331% +$19.7K
VO icon
256
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$21K 0.01%
292
– –
KO icon
257
Coca-Cola
KO
$381B
$20.7K 0.01%
272
+3
+1% +$227
SMCI icon
258
Super Micro Computer
SMCI
$17.9B
$20.5K 0.01%
900
– –
DAR icon
259
Darling Ingredients
DAR
$9.69B
$20.5K 0.01%
331
– –
B
260
Barrick Mining
B
$63.2B
$20.4K 0.01%
+500
New +$23.1K
RNP icon
261
Cohen & Steers REIT and Preferred and Income Fund
RNP
$988M
$19.8K 0.01%
1,000
– –
AMT icon
262
American Tower
AMT
$81.3B
$19.7K 0.01%
+114
New +$20.5K
CHSCM
263
CHS Inc Class B Series 3 Preferred Stock
CHSCM
$479M
$19.4K 0.01%
800
– –
P
264
Everpure Inc
P
$25B
$19.2K 0.01%
326
– –
LQD icon
265
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$19.1K 0.01%
175
– –
MS.PRA icon
266
Morgan Stanley Series A Preferred Stock
MS.PRA
$760M
$18.9K 0.01%
1,000
– –
MUB icon
267
iShares National Muni Bond ETF
MUB
$45.2B
$18.8K 0.01%
177
+1
+0.6% +$108
LECO icon
268
Lincoln Electric
LECO
$13.7B
$18.7K 0.01%
75
– –
TDG icon
269
TransDigm Group
TDG
$69.9B
$18.5K 0.01%
16
– –
MGM icon
270
MGM Resorts International
MGM
$11.7B
$18.5K 0.01%
500
– –
AIOT
271
PowerFleet Inc
AIOT
$525M
$18.5K 0.01%
6,000
– –
BA icon
272
Boeing
BA
$175B
$18.3K 0.01%
+92
New +$20.9K
IJH icon
273
iShares Core S&P Mid-Cap ETF
IJH
$122B
$18.1K 0.01%
268
+1
+0.4% +$69
WMB icon
274
Williams Companies
WMB
$86.7B
$17.6K 0.01%
242
+2
+0.8% +$138
PM icon
275
Philip Morris
PM
$299B
$17.5K 0.01%
106
+1
+1% +$174
9 10
11
12 13

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WWM
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OBC
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DRC
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SEP
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CC
Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return
CI
Carroll Investors Mt Pleasant, South Carolina $187M AUM 44.63% 1-Year Est. Return
BGA
Battery Global Advisors Boston, Massachusetts $186M AUM 15.74% 1-Year Est. Return

Hurley Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Hurley Capital held 778 positions worth $187M, up 4.4% from $179M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Hurley Capital deployed $9.11M of net new capital in Q1 2026, opening 183 new positions and adding to 163 existing holdings. Its largest new stake was Energy Transfer Partners: 38,422 shares worth $742K.

By sector, the portfolio is most concentrated in Energy at 9.9% of assets, up from 5.7% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was iShares iBonds 2027 Term High Yield and Income ETF, an estimated $4.12M trimmed.

  • Hurley Capital's largest Q1 2026 buy was Energy Transfer Partners: 38,422 shares worth $742K.
  • Hurley Capital added most to Enterprise Products Partners in Q1 2026, an estimated $3.1M increase.
  • Hurley Capital's biggest Q1 2026 reduction was iShares iBonds 2027 Term High Yield and Income ETF, cutting an estimated $4.12M.
  • Hurley Capital fully exited Inhibrx in Q1 2026, selling an estimated $131K.
  • Hurley Capital's ten largest holdings make up 50% of its $187M portfolio in Q1 2026.
  • Hurley Capital opened 183 new positions and closed 106 in Q1 2026.
  • Hurley Capital's portfolio value rose 4.4% quarter-over-quarter to $187M.

Based on Hurley Capital's 13F filing for Q1 2026, filed 6 May 2026.