HC

Hurley Capital Portfolio holdings

AUM $143M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$7.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.59M
3
+$1.43M
4
UPS icon
United Parcel Service
UPS
+$1.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$857K

Top Sells

1
+$1.44M
2
+$1.43M
3
+$1.25M
4
PEP icon
PepsiCo
PEP
+$1.13M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$505K

Sector Composition

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
IBDR icon
26
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$1.28M 0.97%
53,038
+6,896
VTI icon
27
Vanguard Total Stock Market ETF
VTI
$556B
$1.17M 0.88%
4,243
+293
AAPL icon
28
Apple
AAPL
$4T
$1.11M 0.84%
4,981
+343
RSVR icon
29
Reservoir Media
RSVR
$498M
$1.1M 0.83%
144,104
+4,741
UPS icon
30
United Parcel Service
UPS
$81.7B
$1.09M 0.82%
+9,892
SCHB icon
31
Schwab US Broad Market ETF
SCHB
$38.1B
$1.04M 0.79%
48,230
+134
IWF icon
32
iShares Russell 1000 Growth ETF
IWF
$127B
$1.03M 0.78%
2,853
-800
PHYS icon
33
Sprott Physical Gold
PHYS
$14.6B
$999K 0.76%
41,533
-3,208
MPC icon
34
Marathon Petroleum
MPC
$59.3B
$996K 0.76%
6,836
-404
GLD icon
35
SPDR Gold Trust
GLD
$128B
$974K 0.74%
3,379
VXUS icon
36
Vanguard Total International Stock ETF
VXUS
$108B
$930K 0.7%
14,969
-280
VUG icon
37
Vanguard Growth ETF
VUG
$203B
$919K 0.7%
2,479
+426
SPY icon
38
SPDR S&P 500 ETF Trust
SPY
$677B
$857K 0.65%
+1,532
SPYV icon
39
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.1B
$827K 0.63%
16,190
IBIT icon
40
iShares Bitcoin Trust
IBIT
$84B
$820K 0.62%
17,517
+1,400
SBUX icon
41
Starbucks
SBUX
$91.9B
$811K 0.61%
8,265
-622
IJT icon
42
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.19B
$771K 0.58%
6,196
+520
MDLZ icon
43
Mondelez International
MDLZ
$74.1B
$758K 0.57%
11,178
-1,641
VWO icon
44
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$727K 0.55%
16,069
+1,341
CMCSA icon
45
Comcast
CMCSA
$101B
$649K 0.49%
17,579
-3,050
SPEM icon
46
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$648K 0.49%
16,454
+670
BRK.B icon
47
Berkshire Hathaway Class B
BRK.B
$1.03T
$627K 0.48%
1,178
+10
LMT icon
48
Lockheed Martin
LMT
$114B
$625K 0.47%
1,399
-207
GLPI icon
49
Gaming and Leisure Properties
GLPI
$12.6B
$597K 0.45%
11,734
+5,495
JEPI icon
50
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$579K 0.44%
10,139
+4,699
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