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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
SLB icon
151
SLB Ltd
SLB
$79.7B
$46.5K 0.04%
+1,113
New +$45.6K
XLU icon
152
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$45.3K 0.03%
1,148
– –
GS icon
153
Goldman Sachs
GS
$301B
$44.2K 0.03%
+81
New +$48.7K
VPU
154
Vanguard Utilities ETF
VPU
$8.44B
$44.2K 0.03%
259
+2
+0.8% +$338
NUV icon
155
Nuveen Municipal Value Fund
NUV
$1.9B
$43.9K 0.03%
5,000
– –
IBB icon
156
iShares Biotechnology ETF
IBB
$9.81B
$43.6K 0.03%
341
-99
-23% -$13.4K
SPOT icon
157
Spotify
SPOT
$103B
$43.5K 0.03%
79
-232
-75% -$130K
VDE icon
158
Vanguard Energy ETF
VDE
$10.4B
$42.8K 0.03%
+330
New +$41.7K
VCSH icon
159
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$42.6K 0.03%
540
-114
-17% -$8.94K
PLTR icon
160
Palantir
PLTR
$420B
$42.2K 0.03%
500
-100
-17% -$8.78K
EMB icon
161
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$42.1K 0.03%
+465
New +$42.1K
PEP icon
162
PepsiCo
PEP
$189B
$41.7K 0.03%
278
-7,511
-96% -$1.12M
WFC icon
163
Wells Fargo
WFC
$264B
$41.7K 0.03%
581
– –
VGLT icon
164
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$39.3K 0.03%
682
– –
ESLT icon
165
Elbit Systems
ESLT
$36.4B
$38K 0.03%
99
– –
NXDR
166
Nextdoor Holdings
NXDR
$1.03B
$38K 0.03%
+24,845
New +$55.5K
PVI icon
167
Invesco Floating Rate Municipal Income ETF
PVI
$31M
$37.2K 0.03%
1,500
– –
ANET icon
168
Arista Networks
ANET
$250B
$37.2K 0.03%
480
– –
FTNT icon
169
Fortinet
FTNT
$119B
$37.1K 0.03%
385
-260
-40% -$26.4K
STWD icon
170
Starwood Property Trust
STWD
$6.17B
$36.8K 0.03%
1,860
-7
-0.4% -$138
SCHZ icon
171
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$36K 0.03%
1,556
-4,340
-74% -$99.4K
PFE icon
172
Pfizer
PFE
$152B
$36K 0.03%
1,422
-1,793
-56% -$46.9K
VHT icon
173
Vanguard Health Care ETF
VHT
$19B
$36K 0.03%
136
– –
TDY icon
174
Teledyne Technologies
TDY
$31.6B
$35.7K 0.03%
72
– –
MRK icon
175
Merck
MRK
$322B
$35.4K 0.03%
394
+1
+0.3% +$93
5 6
7
8 9

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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.