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Hurley Capital Portfolio holdings

AUM $187M
1-Year Est. Return 23.24%
This Fund
S&P 500
This Quarter Est. Return
+1%
1 Year Est. Return
+23.24%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$187M
AUM Growth
+$7.95M
Cap. Flow
+$9.11M
Cap. Flow %
4.88%
Top 10 Hldgs %
50.28%
Holding
778
New
183
Increased
163
Reduced
65
Closed
106

Top Buys

Rank Stock Value
1
EPD icon
Enterprise Products Partners
EPD
+$3.1M
2
BINC icon
BlackRock Flexible Income ETF
BINC
+$2.63M
3
CNQ icon
Canadian Natural Resources
CNQ
+$1.58M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.09M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$832K

Top Sells

Rank Stock Value
1
IBHG icon
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
+$4.12M
2
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$712K
3
LMT icon
Lockheed Martin
LMT
+$198K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$161K
5
INBX icon
Inhibrx
INBX
+$131K

Sector Composition

Rank Sector Weight
1 Energy 9.88%
2 Financials 4.62%
3 Communication Services 4.12%
4 Technology 3.19%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
576
Thermo Fisher Scientific
TMO
$214B
$492 ﹤0.01%
1
-18
-95% -$9.77K
OLMA icon
577
Olema Pharmaceuticals
OLMA
$1.03B
$432 ﹤0.01%
29
– –
SMG icon
578
ScottsMiracle-Gro
SMG
$3.97B
$385 ﹤0.01%
6
– –
YARW
579
Yarrow Bioscience, Inc. Common Stock
YARW
$22M
$335 ﹤0.01%
11
– –
SAR icon
580
Saratoga Investment
SAR
$307M
$326 ﹤0.01%
15
+1
+7% +$23
CRON
581
Cronos Group
CRON
$1.08B
$314 ﹤0.01%
+125
New +$326
MCD icon
582
McDonald's
MCD
$191B
$311 ﹤0.01%
+1
New +$319
RIOT icon
583
Riot Platforms
RIOT
$8.36B
$309 ﹤0.01%
25
– –
EVC icon
584
Entravision Communication
EVC
$1.07B
$297 ﹤0.01%
100
– –
ORCL icon
585
CALL
Oracle
ORCL
$367B
$296 ﹤0.01%
+8
New +$1.3K
BITO icon
586
ProShares Bitcoin Strategy ETF
BITO
$1.42B
$270 ﹤0.01%
+29
New +$306
LUV icon
587
Southwest Airlines
LUV
$22.3B
$263 ﹤0.01%
7
– –
KD icon
588
Kyndryl
KD
$2.98B
$262 ﹤0.01%
20
– –
UNP icon
589
Union Pacific
UNP
$172B
$243 ﹤0.01%
+1
New +$245
MRK icon
590
Merck
MRK
$321B
$241 ﹤0.01%
+2
New +$231
JOYY
591
JOYY Inc
JOYY
$3.68B
$234 ﹤0.01%
4
– –
NVO
592
Novo Nordisk
NVO
$228B
$221 ﹤0.01%
+6
New +$284
TMUS icon
593
T-Mobile US
TMUS
$186B
$210 ﹤0.01%
+1
New +$205
VTRS icon
594
Viatris
VTRS
$20.7B
$201 ﹤0.01%
15
– –
DAL icon
595
Delta Air Lines
DAL
$58.3B
$199 ﹤0.01%
3
– –
VERI icon
596
Veritone
VERI
$97.6M
$197 ﹤0.01%
100
– –
AAL icon
597
American Airlines Group
AAL
$10.2B
$193 ﹤0.01%
18
– –
LLYVK icon
598
Liberty Live Group Series C
LLYVK
$9.72B
$188 ﹤0.01%
2
– –
NEE icon
599
NextEra Energy
NEE
$183B
$186 ﹤0.01%
+2
New +$178
UAA icon
600
Under Armour
UAA
$2.91B
$148 ﹤0.01%
25
– –
22 23
24
25 26

Similar funds

AC
AMANSA Capital Raffles City Tower, Singapore $187M AUM 38.38% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $187M AUM 18.9% 1-Year Est. Return
OBC
Oakum Bay Capital Westport, Connecticut $187M AUM
DRC
Darwins River Capital New York $187M AUM
SEP
Signature Equity Partners Columbus, Ohio $186M AUM
CC
Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return
CI
Carroll Investors Mt Pleasant, South Carolina $187M AUM 44.63% 1-Year Est. Return
BGA
Battery Global Advisors Boston, Massachusetts $186M AUM 15.74% 1-Year Est. Return

Hurley Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Hurley Capital held 778 positions worth $187M, up 4.4% from $179M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Hurley Capital deployed $9.11M of net new capital in Q1 2026, opening 183 new positions and adding to 163 existing holdings. Its largest new stake was Energy Transfer Partners: 38,422 shares worth $742K.

By sector, the portfolio is most concentrated in Energy at 9.9% of assets, up from 5.7% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was iShares iBonds 2027 Term High Yield and Income ETF, an estimated $4.12M trimmed.

  • Hurley Capital's largest Q1 2026 buy was Energy Transfer Partners: 38,422 shares worth $742K.
  • Hurley Capital added most to Enterprise Products Partners in Q1 2026, an estimated $3.1M increase.
  • Hurley Capital's biggest Q1 2026 reduction was iShares iBonds 2027 Term High Yield and Income ETF, cutting an estimated $4.12M.
  • Hurley Capital fully exited Inhibrx in Q1 2026, selling an estimated $131K.
  • Hurley Capital's ten largest holdings make up 50% of its $187M portfolio in Q1 2026.
  • Hurley Capital opened 183 new positions and closed 106 in Q1 2026.
  • Hurley Capital's portfolio value rose 4.4% quarter-over-quarter to $187M.

Based on Hurley Capital's 13F filing for Q1 2026, filed 6 May 2026.