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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
+4.09%
1 Year Est. Return
+10.31%
3 Year Est. Return
+67.84%
5 Year Est. Return
+91.45%
10 Year Est. Return
–
AUM
$187M
AUM Growth
+$27.5M
Cap. Flow
+$22.8M
Cap. Flow %
12.2%
Top 10 Hldgs %
69.81%
Holding
65
New
3
Increased
10
Reduced
10
Closed
3

Top Buys

Rank Stock Value
1
VERX icon
Vertex
VERX
+$15.6M
2
AMTM
Amentum Holdings
AMTM
+$8.97M
3
ELV icon
Elevance Health
ELV
+$5.11M
4
UNH icon
UnitedHealth
UNH
+$3.23M
5
GLIBK
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
+$447K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.23M
2
META icon
Meta Platforms (Facebook)
META
+$2.69M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.57M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.52M
5
SCHW
Charles Schwab
SCHW
+$385K

Sector Composition

Rank Sector Weight
1 Communication Services 33.11%
2 Healthcare 20.93%
3 Financials 20.8%
4 Technology 9.99%
5 Industrials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.07T
$882K 0.47%
1,754
– –
ING icon
27
ING
ING
$95.2B
$778K 0.42%
29,827
+1,850
+7% +$44.6K
BRK.A icon
28
Berkshire Hathaway Class A
BRK.A
$1.07T
$754K 0.4%
1
– –
AMZN icon
29
Amazon
AMZN
$2.49T
$725K 0.39%
3,300
– –
BRO icon
30
Brown & Brown
BRO
$23.6B
$703K 0.38%
7,500
– –
MSFT icon
31
Microsoft
MSFT
$2.92T
$584K 0.31%
1,127
– –
WST icon
32
West Pharmaceutical
WST
$23.3B
$559K 0.3%
2,130
– –
HDB icon
33
HDFC Bank
HDB
$119B
$507K 0.27%
14,840
– –
WAT icon
34
Waters Corp
WAT
$36.4B
$490K 0.26%
1,634
– –
GLIBK
35
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$920M
$472K 0.25%
+12,659
New +$447K
BAC icon
36
Bank of America
BAC
$436B
$468K 0.25%
9,081
– –
AXP icon
37
American Express
AXP
$228B
$458K 0.25%
1,380
– –
DE icon
38
Deere & Co
DE
$167B
$412K 0.22%
900
– –
LIN icon
39
Linde
LIN
$235B
$410K 0.22%
863
– –
DAL icon
40
Delta Air Lines
DAL
$56.9B
$383K 0.2%
6,750
– –
AVT icon
41
Avnet
AVT
$7.11B
$376K 0.2%
7,200
+1,200
+20% +$64.6K
SGU icon
42
Star Group
SGU
$420M
$348K 0.19%
29,400
– –
HCA icon
43
HCA Healthcare
HCA
$86.3B
$341K 0.18%
800
– –
LOW icon
44
Lowe's Companies
LOW
$119B
$327K 0.17%
1,300
– –
EPD icon
45
Enterprise Products Partners
EPD
$82.8B
$313K 0.17%
10,000
– –
EQH icon
46
Equitable Holdings
EQH
$13.2B
$308K 0.16%
6,061
– –
XP icon
47
XP
XP
$8.71B
$282K 0.15%
15,000
– –
CB icon
48
Chubb
CB
$139B
$281K 0.15%
+995
New +$274K
FAST icon
49
Fastenal
FAST
$54.4B
$281K 0.15%
5,720
– –
NBN icon
50
Northeast Bank
NBN
$1.15B
$280K 0.15%
2,800
– –
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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Hyperion Capital Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Hyperion Capital Advisors held 65 positions worth $187M, up 17% from $160M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Hyperion Capital Advisors deployed $22.8M of net new capital in Q3 2025, opening 3 new positions and adding to 10 existing holdings. Its largest new stake was Vertex: 540,000 shares worth $13.4M.

By sector, the portfolio is most concentrated in Communication Services at 33% of assets, down from 38% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Meta Platforms (Facebook), an estimated $2.69M trimmed.

  • Hyperion Capital Advisors's largest Q3 2025 buy was Vertex: 540,000 shares worth $13.4M.
  • Hyperion Capital Advisors added most to Amentum Holdings in Q3 2025, an estimated $8.97M increase.
  • Hyperion Capital Advisors's biggest Q3 2025 reduction was Meta Platforms (Facebook), cutting an estimated $2.69M.
  • Hyperion Capital Advisors fully exited Vanguard S&P 500 ETF in Q3 2025, selling an estimated $4.23M.
  • Hyperion Capital Advisors's ten largest holdings make up 70% of its $187M portfolio in Q3 2025.
  • Hyperion Capital Advisors opened 3 new positions and closed 3 in Q3 2025.
  • Hyperion Capital Advisors's portfolio value rose 17% quarter-over-quarter to $187M.

Based on Hyperion Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.