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Asset Manager ← All Institutions

Hurley Capital, LLC

299 PARK AVENUE 21ST FLOOR, NEW YORK, NY 10171 • 212-605-0665

Q2 2025 · Filed 2025-08-14
Market Value
$143M
+9.4%
Holdings
519
+11
New Purchases
41
Added To
119
Closed
73
Reduced
70
Top 10 Concentration
45.8%
Turnover
22.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EPD 4.59% 3.36% +1.23% $7M
CBRE 0.85% 0.02% +0.84% $1M
BINC 0.91% 0.10% +0.81% $1M
VONG 6.66% 5.99% +0.67% $9M
SPY 1.30% 0.66% +0.64% $2M
SCHF 3.19% 2.55% +0.64% $5M
LEN 0.53% 0.00% +0.53% $758K
VOO 3.95% 3.51% +0.44% $6M
IBHG 0.44% 0.13% +0.31% $631K
IBHF 4.07% 3.85% +0.23% $6M
XLK 2.36% 2.16% +0.20% $3M
IBIT 0.83% 0.63% +0.20% $1M
MS 2.04% 1.85% +0.19% $3M
VUG 0.89% 0.71% +0.19% $1M
VTV 7.26% 7.11% +0.15% $10M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTSAX 0.00% 1.86% -1.86% $0
VPADX 0.00% 0.67% -0.67% $0
HLT 0.60% 1.24% -0.64% $858K
VFIAX 0.00% 0.44% -0.44% $0
VGSH 0.00% 0.40% -0.40% $0
VFTAX 0.00% 0.30% -0.30% $0
VGIT 5.43% 5.73% -0.30% $8M
IBHE 4.35% 4.60% -0.26% $6M
HQIIX 0.00% 0.24% -0.24% $0
VTEB 0.00% 0.21% -0.21% $0
JPST 0.12% 0.33% -0.21% $175K
UPS 0.63% 0.84% -0.21% $896K
NCDL 0.00% 0.17% -0.17% $0
VBTLX 0.00% 0.16% -0.16% $0
VIS 0.00% 0.16% -0.16% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 72.8%
Energy 10.0%
Communication Services 4.1%
Technology 3.2%
Consumer Cyclical 3.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 65 $39M 27.2%
Large Cap 281 $80M 56.0%
Mid Cap 98 $9M 6.4%
Small Cap 51 $14M 10.1%
Micro Cap 24 $289K 0.2%

Portfolio Analytics

Avg Market Cap
$151.1B
Median Market Cap
$26.0B
Avg P/E
38.0
Median P/E
25.9
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
313
# ETFs / Funds
206

Top Holdings (519 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTV 7.26% 58,574 $10M $176.74 $1M +4,926 +9.2%
2 VONG 6.66% 86,945 $9M $109.20 $2M +2,845 +3.4%
3 VGIT 5.43% 129,331 $8M $59.81 $275K +3,735 +3.0%
4 EPD 4.59% 210,979 $7M $31.01 $2M +82,676 +64.4%
5 IBHE 4.35% 266,508 $6M $23.26 $198K +8,352 +3.2%
6 IBHF 4.07% 249,860 $6M $23.23 $793K +34,057 +15.8%
7 PSLV 3.97% 462,561 $6M $12.24 $305K +804 +0.2%
8 VOO 3.95% 9,913 $6M $568.06 $1M +1,003 +11.3%
9 SCHF 3.19% 205,887 $5M $22.10 $1M +37,833 +22.5%
10 XLK 2.36% 13,297 $3M $253.23 $553K -333 -2.4%
11 MS 2.04% 20,672 $3M $140.86 $500K
12 GOOGL 2.00% 16,141 $3M $176.23 $230K -769 -4.5%
13 SCHX 1.98% 115,248 $3M $24.44 $233K -1,782 -1.5%
14 SCHG 1.67% 81,609 $2M $29.21 $338K -105 -0.1%
15 SCHD 1.55% 83,321 $2M $26.50 $187K +11,055 +15.3%
16 IBDQ 1.51% 85,404 $2M $25.18 -$11K -536 -0.6%
17 EHC 1.46% 16,938 $2M $122.63 $313K -483 -2.8%
18 SPY 1.30% 3,003 $2M $617.79 $999K +1,471 +96.0%
19 BX 1.28% 12,216 $2M $149.58 $186K +476 +4.0%
20 AMZN 1.28% 8,317 $2M $219.39 $224K -96 -1.1%
21 HCA 1.22% 4,551 $2M $383.12 $156K -42 -0.9%
22 JPM 1.21% 5,936 $2M $289.92 $248K -70 -1.2%
23 VEA 1.19% 29,726 $2M $57.01 $252K +1,349 +4.8%
24 IJS 1.16% 16,573 $2M $99.49 $300K +2,739 +19.8%
25 UL 1.03% 24,056 $1M $61.17 $46K +114 +0.5%
26 IBDR 0.91% 53,421 $1M $24.25 $11K +383 +0.7%
27 BINC 0.91% 24,461 $1M $52.84 $1M +21,999 +893.5%
28 VUG 0.89% 2,906 $1M $438.41 $355K +427 +17.2%
29 VTI 0.89% 4,181 $1M $303.94 $105K -62 -1.5%
30 CBRE 0.85% 8,674 $1M $140.12 $1M +8,519 +5496.1%
31 IWF 0.85% 2,853 $1M $424.58 $181K
32 IBIT 0.83% 19,277 $1M $61.21 $360K +1,760 +10.1%
33 AAPL 0.82% 5,717 $1M $205.15 $66K +736 +14.8%
34 SCHB 0.81% 48,458 $1M $23.83 $116K +228 +0.5%
35 MPC 0.79% 6,781 $1M $166.11 $131K -55 -0.8%
36 RSVR 0.78% 144,104 $1M $7.67 $6K
37 GLD 0.73% 3,434 $1M $304.83 $73K +55 +1.6%
38 PHYS 0.73% 40,898 $1M $25.35 $37K -635 -1.5%
39 VXUS 0.71% 14,669 $1M $69.09 $84K -300 -2.0%
40 IJT 0.64% 6,827 $908K $133.03 $137K +631 +10.2%
41 UPS 0.63% 8,876 $896K $100.94 -$192K -1,016 -10.3%
42 HLT 0.60% 3,223 $858K $266.32 -$757K -3,877 -54.6%
43 SPYV 0.59% 16,190 $847K $52.34 $21K
44 SPEM 0.58% 19,323 $826K $42.74 $178K +2,869 +17.4%
45 LEN 0.53% 6,855 $758K $110.61 +6,855 NEW
46 MDLZ 0.52% 11,000 $742K $67.44 -$17K -178 -1.6%
47 VWO 0.52% 14,862 $735K $49.46 $8K -1,207 -7.5%
48 SBUX 0.50% 7,845 $719K $91.64 -$92K -420 -5.1%
49 LMT 0.45% 1,377 $638K $463.11 $13K -22 -1.6%
50 IBHG 0.44% 27,990 $631K $22.54 $458K +20,249 +261.6%
51 SPDW 0.44% 15,426 $625K $40.49 $124K +1,679 +12.2%
52 CMCSA 0.44% 17,399 $621K $35.69 -$28K -180 -1.0%
53 NVDA 0.42% 3,775 $596K $158.00 $145K -389 -9.3%
54 IVV 0.40% 915 $568K $621.00 $235K +322 +54.3%
55 GLPI 0.37% 11,298 $527K $46.68 -$70K -436 -3.7%
56 BRK-B 0.36% 1,069 $519K $485.77 -$108K -109 -9.2%
57 JEPI 0.36% 8,921 $507K $56.85 -$72K -1,218 -12.0%
58 MSFT 0.35% 1,006 $500K $497.33 $122K -1 -0.1%
59 IBDS 0.29% 16,988 $412K $24.27 $86K +3,504 +26.0%
60 GOOG 0.26% 2,086 $370K $177.36 $33K -73 -3.4%
61 IEFA 0.24% 4,165 $348K $83.48 $26K -82 -1.9%
62 SCHV 0.24% 12,191 $337K $27.67 $9K -177 -1.4%
63 EEM 0.23% 6,687 $323K $48.24 $26K -103 -1.5%
64 AMLP 0.19% 5,648 $276K $48.86 $142K +3,064 +118.6%
65 IBDV 0.19% 12,095 $266K $21.98 $4K +47 +0.4%
66 TSLA 0.18% 812 $258K $317.66 $61K +51 +6.7%
67 SPLV 0.16% 3,165 $230K $72.82 -$13K -90 -2.8%
68 VBK 0.15% 793 $220K $277.10 $20K
69 VICI 0.15% 6,539 $213K $32.60 $103 +7 +0.1%
70 ESGV 0.15% 1,932 $212K $109.67 $23K
71 DFIC 0.15% 6,678 $208K $31.09 $51K +1,021 +18.1%
72 DFAT 0.14% 3,667 $198K $53.96 -$134K -2,782 -43.1%
73 IWD 0.14% 1,012 $197K $194.25 $7K +4 +0.4%
74 ACGR 0.13% 3,076 $184K $59.86 +3,076 NEW
75 DFSV 0.13% 6,220 $183K $29.43 $30K +777 +14.3%
76 DIS 0.13% 1,463 $181K $124.05 $34K -35 -2.3%
77 INDA 0.12% 3,186 $177K $55.68 $13K
78 JPST 0.12% 3,447 $175K $50.67 -$260K -5,137 -59.8%
79 JNJ 0.12% 1,120 $171K $152.69 -$14K +2 +0.2%
80 VLO 0.12% 1,259 $169K $134.40 $3K
81 AFL 0.12% 1,600 $169K $105.46 -$9K
82 SDY 0.12% 1,217 $165K $135.68 $846 +6 +0.5%
83 ARCC 0.11% 7,415 $163K $21.96 $34K +1,585 +27.2%
84 IYW 0.11% 937 $162K $173.21 $31K
85 DE 0.11% 318 $161K $507.77 $13K +1 +0.3%
86 IBDT 0.11% 6,167 $157K $25.42 $1K +8 +0.1%
87 FIDU 0.11% 2,017 $156K $77.54 $18K +1 +0.1%
88 CSCO 0.10% 2,151 $149K $69.39 $135K +1,927 +860.3%
89 ABBV 0.10% 770 $143K $185.50 -$17K +8 +1.1%
90 GSUS 0.10% 1,618 $138K $85.58 $69K +721 +80.4%
91 ADBE 0.10% 354 $137K $386.88 $1K
92 VAW 0.10% 697 $136K $194.80 $5K +3 +0.4%
93 PG 0.09% 847 $135K $159.36 -$9K
94 VPU 0.09% 761 $134K $176.44 $90K +502 +193.8%
95 VFH 0.09% 1,053 $134K $127.29 $9K +4 +0.4%
96 IAC 0.09% 3,584 $134K $37.34 -$34K -70 -1.9%
97 QQQ 0.09% 236 $130K $551.89 $20K
98 PANW 0.09% 618 $126K $204.64 $6K -88 -12.5%
99 CNQ 0.09% 3,970 $125K $31.40 $101K +3,210 +422.4%
100 DFAE 0.08% 4,159 $120K $28.95 $27K +533 +14.7%

New Positions

SymbolValue% Port
LEN $758K 0.53%
ACGR $184K 0.13%
AEM $119K 0.08%
PEG $113K 0.08%
AEP $73K 0.05%
HYG $67K 0.05%
VYMI $59K 0.04%
RELX $54K 0.04%
IDV $52K 0.04%
PEY $41K 0.03%
NVG $38K 0.03%
NGG $27K 0.02%
ETW $24K 0.02%
WM $23K 0.02%
RNP $23K 0.02%

Sold Out Positions

SymbolValue% Port
NSC —%
RNR —%
BA —%
TE —%
ILMN —%
ANIX —%
SMMD —%
MCHI —%
BIDU —%
BIIB —%
USHY —%
FBND —%
CCLFX —%
DFQTX —%
DFFVX —%
View SEC EDGAR Filings for Hurley Capital, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms