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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
GE icon
401
GE Aerospace
GE
$382B
$801 ﹤0.01%
+4
New +$787
PLD icon
402
Prologis
PLD
$133B
$683 ﹤0.01%
+6
New +$694
HDV
403
iShares Core High Dividend ETF
HDV
$15B
$622 ﹤0.01%
25
– –
UFPT icon
404
UFP Technologies
UFPT
$2.49B
$605 ﹤0.01%
3
– –
DFEM icon
405
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.22B
$585 ﹤0.01%
22
– –
FNDA icon
406
Schwab Fundamental US Small Company Index ETF
FNDA
$9.33B
$556 ﹤0.01%
20
– –
SOLV icon
407
Solventum
SOLV
$14.3B
$532 ﹤0.01%
7
– –
TJX icon
408
TJX Companies
TJX
$172B
$493 ﹤0.01%
4
– –
BATRA icon
409
Atlanta Braves Holdings Series A
BATRA
$3.49B
$483 ﹤0.01%
11
– –
NOK icon
410
Nokia
NOK
$52.7B
$474 ﹤0.01%
90
– –
GLW icon
411
Corning
GLW
$137B
$439 ﹤0.01%
10
– –
TRLV
412
Trulieve Cannabis Corp
TRLV
$1.79B
$386 ﹤0.01%
100
-1,200
-92% -$4.63K
SAR icon
413
Saratoga Investment
SAR
$315M
$333 ﹤0.01%
13
– –
SMG icon
414
ScottsMiracle-Gro
SMG
$3.61B
$333 ﹤0.01%
6
-194
-97% -$12.5K
GEV icon
415
GE Vernova
GEV
$269B
$305 ﹤0.01%
+1
New +$349
TLRY icon
416
Tilray
TLRY
$651M
$264 ﹤0.01%
40
– –
NSC icon
417
Norfolk Southern
NSC
$75.2B
$237 ﹤0.01%
+1
New +$244
LUV icon
418
Southwest Airlines
LUV
$22.3B
$235 ﹤0.01%
7
– –
VERI icon
419
Veritone
VERI
$139M
$233 ﹤0.01%
100
– –
CRON
420
Cronos Group
CRON
$1.13B
$226 ﹤0.01%
125
– –
BMBL icon
421
Bumble
BMBL
$367M
$217 ﹤0.01%
50
– –
HYFM icon
422
Hydrofarm Holdings
HYFM
$7.96M
$195 ﹤0.01%
103
-1
-1% -$5
AAL icon
423
American Airlines Group
AAL
$10.1B
$190 ﹤0.01%
18
– –
RIOT icon
424
Riot Platforms
RIOT
$7.65B
$178 ﹤0.01%
25
– –
JOYY
425
JOYY Inc
JOYY
$3.7B
$168 ﹤0.01%
4
– –
15 16
17
18 19

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EAM
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SCPM
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GHI
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TVM
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OCA
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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.