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HCA

Hyperion Capital Advisors Portfolio holdings

AUM $208M
1-Year Est. Return 10.31%
This Fund
S&P 500
This Quarter Est. Return
+9.15%
1 Year Est. Return
+10.31%
3 Year Est. Return
+67.84%
5 Year Est. Return
+91.45%
10 Year Est. Return
–
AUM
$160M
AUM Growth
-$24.2M
Cap. Flow
-$32.7M
Cap. Flow %
-20.49%
Top 10 Hldgs %
71.83%
Holding
69
New
4
Increased
11
Reduced
13
Closed
7

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.9M
2
ELV icon
Elevance Health
ELV
+$3.62M
3
AMTM
Amentum Holdings
AMTM
+$688K
4
ICLR icon
Icon
ICLR
+$645K
5
FWONK icon
Liberty Media Series C
FWONK
+$613K

Top Sells

Rank Stock Value
1
LSPD icon
Lightspeed Commerce
LSPD
+$5.69M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.41M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.34M
4
META icon
Meta Platforms (Facebook)
META
+$5.09M
5
CACC icon
Credit Acceptance
CACC
+$3.01M

Sector Composition

Rank Sector Weight
1 Communication Services 37.98%
2 Financials 25.87%
3 Healthcare 19.19%
4 Industrials 5.54%
5 Technology 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRO icon
26
Brown & Brown
BRO
$23.6B
$832K 0.52%
7,500
– –
UHAL.B icon
27
U-Haul Holding Co Series N
UHAL.B
$12.5B
$816K 0.51%
15,000
– –
BRK.A icon
28
Berkshire Hathaway Class A
BRK.A
$1.07T
$729K 0.46%
1
– –
AMZN icon
29
Amazon
AMZN
$2.49T
$724K 0.45%
3,300
– –
ING icon
30
ING
ING
$95.7B
$612K 0.38%
27,977
+8,909
+47% +$180K
WAT icon
31
Waters Corp
WAT
$36.4B
$570K 0.36%
1,634
-839
-34% -$288K
HDB icon
32
HDFC Bank
HDB
$119B
$569K 0.36%
14,840
– –
MSFT icon
33
Microsoft
MSFT
$2.89T
$561K 0.35%
1,127
+120
+12% +$52.1K
WST icon
34
West Pharmaceutical
WST
$23.3B
$466K 0.29%
2,130
– –
DE icon
35
Deere & Co
DE
$169B
$458K 0.29%
900
– –
AXP icon
36
American Express
AXP
$229B
$440K 0.28%
1,380
– –
BAC icon
37
Bank of America
BAC
$436B
$430K 0.27%
9,081
– –
LIN icon
38
Linde
LIN
$234B
$405K 0.25%
863
– –
ATAI icon
39
AtaiBeckley Inc
ATAI
$2.65B
$369K 0.23%
168,416
– –
SGU icon
40
Star Group
SGU
$415M
$344K 0.22%
+29,400
New +$362K
EQH icon
41
Equitable Holdings
EQH
$13.3B
$340K 0.21%
6,061
– –
DAL icon
42
Delta Air Lines
DAL
$57B
$332K 0.21%
+6,750
New +$310K
AVT icon
43
Avnet
AVT
$7.25B
$318K 0.2%
6,000
– –
EPD icon
44
Enterprise Products Partners
EPD
$82.5B
$310K 0.19%
10,000
– –
HCA icon
45
HCA Healthcare
HCA
$86.4B
$306K 0.19%
800
– –
SBAC icon
46
SBA Communications
SBAC
$18.3B
$306K 0.19%
1,303
– –
XP icon
47
XP
XP
$8.65B
$303K 0.19%
15,000
– –
LOW icon
48
Lowe's Companies
LOW
$119B
$288K 0.18%
1,300
– –
AER icon
49
AerCap
AER
$23.9B
$269K 0.17%
2,300
– –
FERG icon
50
Ferguson
FERG
$45.4B
$261K 0.16%
1,200
-1,250
-51% -$230K
1
2
3

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HB
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SNBOSD
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SG
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FHWM
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MPCG
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MIP
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Hyperion Capital Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Hyperion Capital Advisors held 69 positions worth $160M, down 13% from $184M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Hyperion Capital Advisors withdrew a net $32.7M in Q2 2025, closing 7 positions and reducing 13 holdings. Its most notable exit was Lightspeed Commerce, an estimated $5.69M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 38% of assets, up from 29% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Hyperion Capital Advisors opened a new position in Star Group worth $344K.

  • Hyperion Capital Advisors's largest Q2 2025 buy was Star Group: 29,400 shares worth $344K.
  • Hyperion Capital Advisors added most to Alphabet (Google) Class A in Q2 2025, an estimated $3.9M increase.
  • Hyperion Capital Advisors's biggest Q2 2025 reduction was Berkshire Hathaway Class B, cutting an estimated $5.41M.
  • Hyperion Capital Advisors fully exited Lightspeed Commerce in Q2 2025, selling an estimated $5.69M.
  • Hyperion Capital Advisors's ten largest holdings make up 72% of its $160M portfolio in Q2 2025.
  • Hyperion Capital Advisors opened 4 new positions and closed 7 in Q2 2025.
  • Hyperion Capital Advisors's portfolio value fell 13% quarter-over-quarter to $160M.

Based on Hyperion Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.