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HC

Hurley Capital Portfolio holdings

AUM $193M
1-Year Est. Return 25.58%
This Fund
S&P 500
This Quarter Est. Return
-0.52%
1 Year Est. Return
+25.58%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$7.53M
Cap. Flow
+$10.7M
Cap. Flow %
8.13%
Top 10 Hldgs %
42.45%
Holding
538
New
131
Increased
92
Reduced
76
Closed
36

Top Buys

Rank Stock Value
1
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.68M
2
HCA icon
HCA Healthcare
HCA
+$1.48M
3
UL icon
Unilever
UL
+$1.37M
4
UPS icon
United Parcel Service
UPS
+$1.18M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$900K

Top Sells

Rank Stock Value
1
VST icon
Vistra
VST
+$1.59M
2
RNR icon
RenaissanceRe
RNR
+$1.44M
3
HCA
HCA INC
HCA
+$1.44M
4
PEP icon
PepsiCo
PEP
+$1.12M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$498K

Sector Composition

Rank Sector Weight
1 Financials 5.58%
2 Energy 4.4%
3 Communication Services 4.02%
4 Healthcare 3.55%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGG icon
251
iShares Core US Aggregate Bond ETF
AGG
$137B
$14.6K 0.01%
+148
New +$14.5K
MTCH icon
252
Match Group
MTCH
$8.45B
$14.6K 0.01%
468
-223
-32% -$7.29K
CSB icon
253
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$266M
$14.5K 0.01%
253
– –
COST icon
254
Costco
COST
$419B
$14.4K 0.01%
15
– –
CL icon
255
Colgate-Palmolive
CL
$73.6B
$14.2K 0.01%
152
– –
LECO icon
256
Lincoln Electric
LECO
$15.5B
$14.1K 0.01%
74
-11
-13% -$2.16K
WMB icon
257
Williams Companies
WMB
$88.4B
$14K 0.01%
235
+2
+0.9% +$114
AMGN icon
258
Amgen
AMGN
$224B
$14K 0.01%
45
– –
CSCO icon
259
Cisco
CSCO
$475B
$13.8K 0.01%
+224
New +$13.8K
DEO icon
260
Diageo
DEO
$52.8B
$13.6K 0.01%
130
– –
ESGU icon
261
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$13.6K 0.01%
111
-77
-41% -$9.92K
DD icon
262
DuPont de Nemours
DD
$19.5B
$13.2K 0.01%
141
+3
+2% +$293
PLPC icon
263
Preformed Line Products
PLPC
$2.35B
$13.1K 0.01%
93
– –
MRUS
264
DELISTED
Merus
MRUS
$12.8K 0.01%
+305
New +$13.3K
META icon
265
Meta Platforms (Facebook)
META
$1.53T
$12.7K 0.01%
+22
New +$14.2K
P
266
Everpure Inc
P
$36.4B
$12.1K 0.01%
274
– –
UNP icon
267
Union Pacific
UNP
$174B
$12K 0.01%
51
+1
+2% +$241
ILMN icon
268
Illumina
ILMN
$29.1B
$11.9K 0.01%
+150
New +$16.2K
CI icon
269
Cigna
CI
$72.4B
$11.5K 0.01%
+35
New +$10.5K
SMMD icon
270
iShares Russell 2500 ETF
SMMD
$3.74B
$11.4K 0.01%
183
-1
-0.5% -$67
LOW icon
271
Lowe's Companies
LOW
$124B
$11.2K 0.01%
48
– –
IEMG icon
272
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$11.1K 0.01%
206
-210
-50% -$11.3K
NVO
273
Novo Nordisk
NVO
$207B
$11.1K 0.01%
160
– –
CTVA icon
274
Corteva
CTVA
$50.9B
$10.8K 0.01%
172
+1
+0.6% +$62
AGIO icon
275
Agios Pharmaceuticals
AGIO
$1.95B
$10.7K 0.01%
+366
New +$12.1K
9 10
11
12 13

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SCPM
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KC
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Hurley Capital's Q1 2025 Portfolio in Review

As of Q1 2025, Hurley Capital held 538 positions worth $132M, up 6.1% from $124M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Hurley Capital deployed $10.7M of net new capital in Q1 2025, opening 131 new positions and adding to 92 existing holdings. Its largest new stake was HCA Healthcare: 4,593 shares worth $1.59M.

By sector, the portfolio is most concentrated in Financials at 5.6% of assets, down from 9.4% a quarter earlier, followed by Energy and Communication Services.

On the sell side, the largest reduction was Vistra, an estimated $1.59M trimmed.

  • Hurley Capital's largest Q1 2025 buy was HCA Healthcare: 4,593 shares worth $1.59M.
  • Hurley Capital added most to iShares iBonds 2026 Term High Yield and Income ETF in Q1 2025, an estimated $1.68M increase.
  • Hurley Capital's biggest Q1 2025 reduction was Vistra, cutting an estimated $1.59M.
  • Hurley Capital fully exited HCA INC in Q1 2025, selling an estimated $1.44M.
  • Hurley Capital's ten largest holdings make up 42% of its $132M portfolio in Q1 2025.
  • Hurley Capital opened 131 new positions and closed 36 in Q1 2025.
  • Hurley Capital's portfolio value rose 6.1% quarter-over-quarter to $132M.

Based on Hurley Capital's 13F filing for Q1 2025, filed 7 May 2025.