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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
SGU icon
51
Star Group
SGU
$415M
$301K 0.15%
25,400
-4,000
-14% -$47.3K
NBN icon
52
Northeast Bank
NBN
$1.14B
$291K 0.14%
2,800
– –
EQH icon
53
Equitable Holdings
EQH
$13.3B
$289K 0.14%
6,061
– –
FERG icon
54
Ferguson
FERG
$45.4B
$267K 0.13%
1,200
– –
USB icon
55
US Bancorp
USB
$98.9B
$267K 0.13%
5,000
– –
EXE
56
Expand Energy Corp
EXE
$21.7B
$265K 0.13%
+2,400
New +$266K
COF icon
57
Capital One
COF
$127B
$260K 0.13%
1,071
– –
SBAC icon
58
SBA Communications
SBAC
$18.3B
$252K 0.12%
1,303
– –
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$240K 0.12%
352
– –
FAST icon
60
Fastenal
FAST
$54.7B
$230K 0.11%
5,720
– –
LEN icon
61
Lennar Class A
LEN
$20.5B
$226K 0.11%
2,203
– –
ADI icon
62
Analog Devices
ADI
$181B
$217K 0.11%
+800
New +$201K
UNP icon
63
Union Pacific
UNP
$178B
$208K 0.1%
900
– –
JPM icon
64
JPMorgan Chase
JPM
$947B
$201K 0.1%
+624
New +$193K
AMBP icon
65
Ardagh Metal Packaging
AMBP
$2.89B
$185K 0.09%
45,000
– –
STLA icon
66
Stellantis
STLA
$16.5B
$163K 0.08%
15,000
– –
BLND icon
67
Blend Labs
BLND
$424M
$90.7K 0.04%
29,848
– –
HCA icon
68
HCA Healthcare
HCA
$86.4B
– –
-800
Closed -$341K
META icon
69
Meta Platforms (Facebook)
META
$1.51T
– –
-14,087
Closed -$10.3M
PRKS icon
70
United Parks & Resorts
PRKS
$2.12B
– –
-4,500
Closed -$233K
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 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.