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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
LFCR icon
176
Lifecore Biomedical
LFCR
$183M
$35.2K 0.03%
+5,000
New +$31.1K
VOE icon
177
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$35.2K 0.03%
219
– –
EXEL icon
178
Exelixis
EXEL
$12.7B
$35K 0.03%
948
-1,052
-53% -$37.5K
IWO icon
179
iShares Russell 2000 Growth ETF
IWO
$14.9B
$34.6K 0.03%
135
– –
ORCL icon
180
Oracle
ORCL
$419B
$33.8K 0.03%
242
+55
+29% +$8.95K
GBTC icon
181
Grayscale Bitcoin Trust
GBTC
$9.53B
$33.7K 0.03%
+517
New +$38.1K
NEAR icon
182
iShares Short Maturity Bond ETF
NEAR
$4.88B
$33.6K 0.03%
661
+2
+0.3% +$101
FEX icon
183
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.61B
$33.3K 0.03%
325
– –
ALNT icon
184
Allient
ALNT
$1.94B
$32.8K 0.02%
1,491
– –
LQDA icon
185
Liquidia Corp
LQDA
$7.83B
$31.9K 0.02%
+2,160
New +$31.5K
MS.PRI icon
186
Morgan Stanley Series I Preferred Stock
MS.PRI
$983K
$30.6K 0.02%
+1,233
New +$31.1K
UBER icon
187
Uber
UBER
$160B
$30.5K 0.02%
418
-600
-59% -$43.2K
VIOG icon
188
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.12B
$30.4K 0.02%
284
– –
FLR icon
189
Fluor
FLR
$7.08B
$29.4K 0.02%
+820
New +$35.4K
AMKR icon
190
Amkor Technology
AMKR
$13.5B
$29.2K 0.02%
1,614
– –
DHR icon
191
Danaher
DHR
$146B
$29.2K 0.02%
142
– –
AIQ icon
192
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$28.9K 0.02%
795
– –
ETHE
193
Grayscale Ethereum Staking ETF Shares
ETHE
$1.52B
$28.9K 0.02%
1,900
– –
UNH icon
194
UnitedHealth
UNH
$365B
$28.8K 0.02%
55
– –
ETSY icon
195
Etsy
ETSY
$7.29B
$28.3K 0.02%
600
– –
NAD icon
196
Nuveen Quality Municipal Income Fund
NAD
$2.75B
$27.7K 0.02%
2,402
– –
STZ icon
197
Constellation Brands
STZ
$22.9B
$27.5K 0.02%
150
+40
+36% +$7.27K
BIV icon
198
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$26.1K 0.02%
341
-400
-54% -$30.2K
GDX icon
199
VanEck Gold Miners ETF
GDX
$27.5B
$25.5K 0.02%
+555
New +$22.4K
AMD icon
200
Advanced Micro Devices
AMD
$774B
$25.2K 0.02%
245
-42
-15% -$4.67K
6 7
8
9 10

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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.