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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
+9.09%
1 Year Est. Return
+10.31%
3 Year Est. Return
+67.84%
5 Year Est. Return
+91.45%
10 Year Est. Return
–
AUM
$204M
AUM Growth
+$17.3M
Cap. Flow
+$7.4M
Cap. Flow %
3.62%
Top 10 Hldgs %
70.34%
Holding
70
New
8
Increased
10
Reduced
8
Closed
3

Top Buys

Rank Stock Value
1
GMED icon
Globus Medical
GMED
+$11.1M
2
KSPI icon
Kaspi.kz JSC
KSPI
+$3.12M
3
ICLR icon
Icon
ICLR
+$2.98M
4
VERX icon
Vertex
VERX
+$2.38M
5
AMTM
Amentum Holdings
AMTM
+$1.84M

Top Sells

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$10.3M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.68M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.63M
4
CACC icon
Credit Acceptance
CACC
+$1.05M
5
ING icon
ING
ING
+$362K

Sector Composition

Rank Sector Weight
1 Healthcare 27.49%
2 Communication Services 25.91%
3 Financials 18.31%
4 Industrials 11.62%
5 Technology 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XP icon
26
XP
XP
$8.71B
$1,000K 0.49%
61,067
+46,067
+307% +$811K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.07T
$882K 0.43%
1,754
– –
AMZN icon
28
Amazon
AMZN
$2.49T
$762K 0.37%
3,300
– –
BRK.A icon
29
Berkshire Hathaway Class A
BRK.A
$1.07T
$755K 0.37%
1
– –
GLIBK
30
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$916M
$653K 0.32%
17,543
+4,884
+39% +$171K
WAT icon
31
Waters Corp
WAT
$36.4B
$621K 0.3%
1,634
– –
BRO icon
32
Brown & Brown
BRO
$23.6B
$598K 0.29%
7,500
– –
WST icon
33
West Pharmaceutical
WST
$23.1B
$586K 0.29%
2,130
– –
MSFT icon
34
Microsoft
MSFT
$2.91T
$545K 0.27%
1,127
– –
HDB icon
35
HDFC Bank
HDB
$119B
$542K 0.27%
14,840
– –
BAC icon
36
Bank of America
BAC
$435B
$490K 0.24%
8,900
-181
-2% -$9.57K
DAL icon
37
Delta Air Lines
DAL
$57.1B
$468K 0.23%
6,750
– –
ING icon
38
ING
ING
$95.2B
$442K 0.22%
15,791
-14,036
-47% -$362K
EPD icon
39
Enterprise Products Partners
EPD
$82.9B
$426K 0.21%
13,300
+3,300
+33% +$104K
DE icon
40
Deere & Co
DE
$166B
$419K 0.21%
900
– –
ACN icon
41
Accenture
ACN
$95B
$402K 0.2%
+1,500
New +$381K
LIN icon
42
Linde
LIN
$235B
$368K 0.18%
863
– –
BSM icon
43
Black Stone Minerals
BSM
$3.19B
$362K 0.18%
+27,222
New +$368K
AVT icon
44
Avnet
AVT
$7.08B
$346K 0.17%
7,200
– –
AXP icon
45
American Express
AXP
$228B
$344K 0.17%
930
-450
-33% -$161K
TDY icon
46
Teledyne Technologies
TDY
$30B
$332K 0.16%
+650
New +$342K
AER icon
47
AerCap
AER
$23.9B
$331K 0.16%
2,300
– –
MSA icon
48
Mine Safety
MSA
$6.74B
$320K 0.16%
+2,000
New +$326K
LOW icon
49
Lowe's Companies
LOW
$119B
$314K 0.15%
1,300
– –
CB icon
50
Chubb
CB
$139B
$311K 0.15%
995
– –
1
2
3

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KIC
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Hyperion Capital Advisors held 70 positions worth $204M, up 9.3% from $187M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Hyperion Capital Advisors deployed $7.4M of net new capital in Q4 2025, opening 8 new positions and adding to 10 existing holdings. Its largest new stake was Globus Medical: 146,857 shares worth $12.8M.

By sector, the portfolio is most concentrated in Healthcare at 27% of assets, up from 21% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $3.68M trimmed.

  • Hyperion Capital Advisors's largest Q4 2025 buy was Globus Medical: 146,857 shares worth $12.8M.
  • Hyperion Capital Advisors added most to Kaspi.kz JSC in Q4 2025, an estimated $3.12M increase.
  • Hyperion Capital Advisors's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $3.68M.
  • Hyperion Capital Advisors fully exited Meta Platforms (Facebook) in Q4 2025, selling an estimated $10.3M.
  • Hyperion Capital Advisors's ten largest holdings make up 70% of its $204M portfolio in Q4 2025.
  • Hyperion Capital Advisors opened 8 new positions and closed 3 in Q4 2025.
  • Hyperion Capital Advisors's portfolio value rose 9.3% quarter-over-quarter to $204M.

Based on Hyperion Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.