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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
PEN icon
126
Penumbra
PEN
$12.9B
$61.5K 0.05%
230
– –
VST icon
127
Vistra
VST
$48.6B
$61K 0.05%
520
-10,613
-95% -$1.59M
NFLX icon
128
Netflix
NFLX
$311B
$60.6K 0.05%
650
– –
V icon
129
Visa
V
$677B
$59.2K 0.04%
169
– –
PWR icon
130
Quanta Services
PWR
$101B
$58.7K 0.04%
231
– –
EWJ icon
131
iShares MSCI Japan ETF
EWJ
$22.7B
$58.6K 0.04%
+855
New +$58.8K
GNR icon
132
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.95B
$58.6K 0.04%
1,100
– –
GILD icon
133
Gilead Sciences
GILD
$168B
$58K 0.04%
518
+358
+224% +$36.9K
ABT icon
134
Abbott
ABT
$190B
$57.6K 0.04%
434
-104
-19% -$13.2K
VB icon
135
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$56.5K 0.04%
255
+207
+431% +$49.4K
SCHE icon
136
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$56.4K 0.04%
2,047
– –
VSGX icon
137
Vanguard ESG International Stock ETF
VSGX
$6.74B
$55.9K 0.04%
948
– –
FXO icon
138
First Trust Financials AlphaDEX Fund
FXO
$1.13B
$55.2K 0.04%
+1,042
New +$57K
BABA icon
139
Alibaba
BABA
$306B
$52.9K 0.04%
400
+304
+317% +$35.1K
ITOT icon
140
iShares Core S&P Total US Stock Market ETF
ITOT
$97.5B
$51.7K 0.04%
424
– –
LVHD icon
141
Franklin US Low Volatility High Dividend Index ETF
LVHD
$624M
$51.4K 0.04%
1,255
– –
IBM icon
142
IBM
IBM
$225B
$50K 0.04%
201
+126
+168% +$30.8K
RTX icon
143
RTX Corp
RTX
$302B
$50K 0.04%
377
– –
BSX icon
144
Boston Scientific
BSX
$74.2B
$49.8K 0.04%
494
– –
VZ icon
145
Verizon
VZ
$196B
$49.7K 0.04%
1,096
-958
-47% -$39.9K
GBDC icon
146
Golub Capital BDC
GBDC
$3.42B
$49K 0.04%
3,238
– –
BND icon
147
Vanguard Total Bond Market
BND
$161B
$48.4K 0.04%
659
-400
-38% -$29K
FBTC icon
148
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$48.2K 0.04%
670
– –
CB icon
149
Chubb
CB
$134B
$48K 0.04%
159
– –
MCHI icon
150
iShares MSCI China ETF
MCHI
$6.27B
$46.7K 0.04%
+859
New +$44.3K
4 5
6
7 8

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EAM
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SCPM
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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.