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HC

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
VST icon
126
Vistra
VST
$50.1B
$105K 0.06%
698
– –
GS icon
127
Goldman Sachs
GS
$302B
$103K 0.06%
122
– –
T icon
128
AT&T
T
$159B
$103K 0.06%
3,548
+718
+25% +$19.2K
VYM icon
129
Vanguard High Dividend Yield ETF
VYM
$80.9B
$101K 0.05%
679
+2
+0.3% +$301
RSP icon
130
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$99.8K 0.05%
520
+343
+194% +$68K
BNY.PRK
131
Bank of New York Mellon Series K Preferred Stock
BNY.PRK
$499M
$98.7K 0.05%
+3,949
New +$101K
EMXC icon
132
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.2B
$97K 0.05%
1,233
+1,149
+1,368% +$92.4K
IWM icon
133
iShares Russell 2000 ETF
IWM
$80.2B
$94.2K 0.05%
380
– –
AEP icon
134
American Electric Power
AEP
$69.5B
$91.8K 0.05%
700
– –
ESGD icon
135
iShares ESG Aware MSCI EAFE ETF
ESGD
$12B
$88.8K 0.05%
929
– –
VSGX icon
136
Vanguard ESG International Stock ETF
VSGX
$6.53B
$88.4K 0.05%
1,232
+281
+30% +$21.1K
GEV icon
137
GE Vernova
GEV
$262B
$87.4K 0.05%
100
– –
ESLT icon
138
Elbit Systems
ESLT
$36.8B
$86.8K 0.05%
+102
New +$78.6K
ED icon
139
Consolidated Edison
ED
$40.4B
$85.7K 0.05%
757
+5
+0.7% +$541
META icon
140
Meta Platforms (Facebook)
META
$1.37T
$84.8K 0.05%
148
+36
+32% +$23.1K
ITOT icon
141
iShares Core S&P Total US Stock Market ETF
ITOT
$93.8B
$82.3K 0.04%
578
– –
GNR icon
142
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.84B
$82.1K 0.04%
1,100
– –
SCHM icon
143
Schwab US Mid-Cap ETF
SCHM
$14.5B
$80.8K 0.04%
2,610
-45
-2% -$1.43K
VNQ icon
144
Vanguard Real Estate ETF
VNQ
$39.4B
$79K 0.04%
891
– –
KWEB icon
145
KraneShares CSI China Internet ETF
KWEB
$5.55B
$78.8K 0.04%
2,773
+364
+15% +$11.9K
BAC icon
146
Bank of America
BAC
$433B
$78.2K 0.04%
1,604
-207
-11% -$10.7K
PEN icon
147
Penumbra
PEN
$12.6B
$75.5K 0.04%
230
– –
ACGR
148
American Century Large Cap Growth ETF
ACGR
$9.96M
$75.2K 0.04%
1,267
-899
-42% -$56.8K
VIOV icon
149
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.85B
$74.7K 0.04%
734
– –
RTX icon
150
RTX Corp
RTX
$289B
$73.4K 0.04%
380
+1
+0.3% +$199
4 5
6
7 8

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WWM
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OBC
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DRC
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SEP
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CC
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CI
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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.