We are live on ! Find out more
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
AAON icon
326
Aaon
AAON
$7.07B
$5.87K ﹤0.01%
75
– –
MP icon
327
MP Materials
MP
$9.84B
$5.86K ﹤0.01%
+240
New +$5.58K
JD icon
328
JD.com
JD
$43.1B
$5.76K ﹤0.01%
+140
New +$5.62K
HYT icon
329
BlackRock Corporate High Yield Fund
HYT
$1.38B
$5.72K ﹤0.01%
597
+14
+2% +$137
XYZ
330
Block Inc
XYZ
$47.5B
$5.54K ﹤0.01%
102
– –
OMF icon
331
OneMain Financial
OMF
$7.32B
$5.43K ﹤0.01%
111
– –
GLOB icon
332
Globant
GLOB
$1.68B
$5.3K ﹤0.01%
45
– –
FWONK icon
333
Liberty Media Series C
FWONK
$25.7B
$5.13K ﹤0.01%
57
– –
CMG icon
334
Chipotle Mexican Grill
CMG
$40.5B
$5.02K ﹤0.01%
100
-13
-12% -$707
F icon
335
Ford
F
$55.7B
$4.83K ﹤0.01%
482
– –
KTTA icon
336
Pasithea Therapeutics
KTTA
$15.9M
$4.8K ﹤0.01%
+3,689
New +$6.55K
MRNA icon
337
Moderna
MRNA
$24.2B
$4.73K ﹤0.01%
167
– –
EMXC icon
338
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$4.63K ﹤0.01%
84
– –
SFM icon
339
Sprouts Farmers Market
SFM
$7.87B
$4.58K ﹤0.01%
30
– –
MMM icon
340
3M
MMM
$94.4B
$4.55K ﹤0.01%
31
– –
AQST icon
341
Aquestive Therapeutics
AQST
$553M
$4.55K ﹤0.01%
1,569
– –
SEIQ icon
342
SEI QiM U.S. Large Cap Quality Active ETF
SEIQ
$706M
$4.54K ﹤0.01%
+130
New +$4.59K
HYLB icon
343
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.47B
$4.34K ﹤0.01%
120
– –
TSM icon
344
TSMC
TSM
$2.19T
$4.32K ﹤0.01%
26
– –
GH icon
345
Guardant Health
GH
$22.2B
$4.26K ﹤0.01%
100
– –
DOCU
346
DocuSign
DOCU
$11.3B
$4.23K ﹤0.01%
52
– –
RH icon
347
RH
RH
$3.46B
$4.22K ﹤0.01%
18
– –
FMAG icon
348
Fidelity Magellan ETF
FMAG
$250M
$4.19K ﹤0.01%
144
-2
-1% -$62
COF icon
349
Capital One
COF
$134B
$4.12K ﹤0.01%
23
– –
DFAU icon
350
Dimensional US Core Equity Market ETF
DFAU
$12.8B
$4.05K ﹤0.01%
105
– –
12 13
14
15 16

Similar funds

SCM
Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return
DF
Downshift Financial Boulder, Colorado $193M AUM
EAM
Exome Asset Management New York $193M AUM 208.51% 1-Year Est. Return
SCPM
Sea Cliff Partners Management San Francisco, California $194M AUM 8.22% 1-Year Est. Return
GHI
Gross & Hartman Investments Leola, Pennsylvania $192M AUM
TVM
True Vision MN Woodbury, Minnesota $194M AUM 16.51% 1-Year Est. Return
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
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.