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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
GNRC icon
301
Generac Holdings
GNRC
$12.7B
$8.11K 0.01%
64
-101
-61% -$14.5K
NRSN icon
302
NeuroSense Therapeutics
NRSN
$17.9M
$8.1K 0.01%
+8,710
New +$9.63K
NICE icon
303
Nice
NICE
$5.95B
$8.02K 0.01%
52
– –
AXON
304
Axon Enterprise
AXON
$51.7B
$7.89K 0.01%
15
– –
ABNB icon
305
Airbnb
ABNB
$111B
$7.76K 0.01%
65
– –
EIM
306
Eaton Vance Municipal Bond Fund
EIM
$499M
$7.72K 0.01%
774
– –
TECH icon
307
Bio-Techne
TECH
$11.2B
$7.63K 0.01%
130
– –
GAP
308
The Gap Inc
GAP
$7.55B
$7.52K 0.01%
+365
New +$8.21K
CCC
309
CCC Intelligent Solutions
CCC
$4.05B
$7.34K 0.01%
813
– –
PENN icon
310
PENN Entertainment
PENN
$2.57B
$7.34K 0.01%
+450
New +$8.79K
EA
311
DELISTED
Electronic Arts
EA
$7.23K 0.01%
50
– –
EFG icon
312
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$7.2K 0.01%
72
– –
MSOS icon
313
AdvisorShares Pure US Cannabis ETF
MSOS
$930M
$7.2K 0.01%
2,758
– –
BMY icon
314
Bristol-Myers Squibb
BMY
$130B
$7.08K 0.01%
116
– –
AI icon
315
C3.ai
AI
$1.65B
$7.05K 0.01%
+335
New +$9.51K
AB icon
316
AllianceBernstein
AB
$3.45B
$6.98K 0.01%
182
+5
+3% +$188
FLUT icon
317
Flutter Entertainment
FLUT
$17.2B
$6.65K 0.01%
30
– –
SPSC icon
318
SPS Commerce
SPSC
$2.7B
$6.64K 0.01%
50
-172
-77% -$27K
LBRDK icon
319
Liberty Broadband Class C
LBRDK
$5.32B
$6.38K ﹤0.01%
75
– –
VERX icon
320
Vertex
VERX
$1.98B
$6.37K ﹤0.01%
182
– –
SDG icon
321
iShares MSCI Global Sustainable Development Goals ETF
SDG
$174M
$6.3K ﹤0.01%
87
– –
NUE icon
322
Nucor
NUE
$61.9B
$6.3K ﹤0.01%
52
– –
DOW icon
323
Dow Inc
DOW
$22.6B
$6.07K ﹤0.01%
+174
New +$6.68K
BA icon
324
Boeing
BA
$184B
$5.97K ﹤0.01%
35
-165
-83% -$28.6K
AVLV icon
325
Avantis US Large Cap Value ETF
AVLV
$18.3B
$5.87K ﹤0.01%
+90
New +$6.1K
11 12
13
14 15

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DF
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EAM
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SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return
GHI
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TVM
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OCA
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KC
Kintayl Capital New York $192M AUM 40.39% 1-Year Est. Return

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.