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Asset Manager ← All Institutions

Hurley Capital, LLC

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

Q4 2025 · Filed 2026-02-17
Market Value
$177M
+1.7%
Holdings
712
+83
New Purchases
98
Added To
152
Closed
184
Reduced
107
Top 10 Concentration
49.5%
Turnover
39.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PSLV 6.24% 4.17% +2.07% $11M
DG 1.11% 0.00% +1.11% $2M
IBHF 6.84% 6.01% +0.84% $12M
VGIT 5.65% 4.91% +0.74% $10M
GOOGL 2.78% 2.27% +0.52% $5M
VOO 5.41% 5.04% +0.36% $10M
RL 0.36% 0.00% +0.36% $643K
SCHF 3.20% 2.89% +0.30% $6M
BINC 1.47% 1.20% +0.27% $3M
APH 0.24% 0.01% +0.23% $424K
VEA 1.23% 1.03% +0.20% $2M
MS 2.09% 1.89% +0.19% $4M
OMDA 0.17% 0.00% +0.17% $292K
PHYS 0.96% 0.80% +0.15% $2M
GOOG 0.54% 0.41% +0.13% $960K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBDQ 0.00% 1.20% -1.20% $0
UL 0.00% 0.82% -0.82% $0
SWVXX 0.00% 0.82% -0.82% $0
CNQ 0.07% 0.71% -0.64% $122K
VTSAX 0.00% 0.56% -0.56% $0
SWPPX 0.00% 0.41% -0.41% $0
GLPI 0.00% 0.38% -0.38% $0
EPD 4.79% 5.14% -0.35% $8M
CMCSA 0.02% 0.33% -0.31% $27K
IBHE 0.00% 0.31% -0.31% $0
VFTAX 0.00% 0.28% -0.28% $0
VBIAX 0.00% 0.23% -0.23% $0
PONAX 0.00% 0.21% -0.21% $0
BX 1.09% 1.29% -0.20% $2M
HQIIX 0.00% 0.20% -0.20% $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 73 $53M 30.0%
Large Cap 415 $97M 54.7%
Mid Cap 118 $8M 4.6%
Small Cap 77 $19M 10.5%
Micro Cap 29 $359K 0.2%

Portfolio Analytics

Avg Market Cap
$123.1B
Median Market Cap
$27.1B
Avg P/E
39.6
Median P/E
25.0
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
506
# ETFs / Funds
206

Top Holdings (712 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IBHF 6.84% 524,487 $12M $23.08 $2M +77,975 +17.5%
2 VTV 6.50% 60,210 $11M $190.99 $385K +614 +1.0%
3 PSLV 6.24% 467,137 $11M $23.65 $4M +5,106 +1.1%
4 VONG 5.74% 83,338 $10M $121.75 $145K +342 +0.4%
5 VGIT 5.65% 166,885 $10M $59.93 $1M +24,620 +17.3%
6 VOO 5.41% 15,247 $10M $627.15 $796K +933 +6.5%
7 EPD 4.79% 264,232 $8M $32.06 -$470K -21,705 -7.6%
8 SCHF 3.20% 235,240 $6M $24.04 $621K +19,003 +8.8%
9 GOOGL 2.78% 15,727 $5M $313.00 $982K -481 -3.0%
10 IBHG 2.37% 187,650 $4M $22.32 $261K +13,022 +7.5%
11 XLK 2.15% 26,423 $4M $143.97 $82K +13,219 +100.1%
12 MS 2.09% 20,778 $4M $177.53 $400K +91 +0.4%
13 SCHX 1.75% 115,149 $3M $26.91 $8K -2,200 -1.9%
14 SPY 1.58% 4,096 $3M $681.92 $68K +6 +0.1%
15 SCHG 1.51% 81,742 $3M $32.62 $60K +68 +0.1%
16 BINC 1.47% 49,137 $3M $52.77 $508K +9,984 +25.5%
17 SCHD 1.45% 93,499 $3M $27.43 $151K +5,101 +5.8%
18 AMZN 1.30% 9,948 $2M $230.82 $34K -355 -3.5%
19 AAPL 1.27% 8,271 $2M $271.84 $125K -68 -0.8%
20 VEA 1.23% 34,730 $2M $62.47 $381K +4,875 +16.3%
21 HCA 1.21% 4,579 $2M $466.90 $187K +3 +0.1%
22 DG 1.11% 14,796 $2M $132.77 +14,796 NEW
23 BX 1.09% 12,495 $2M $154.14 -$314K -615 -4.7%
24 IJS 1.08% 16,752 $2M $113.72 $45K -66 -0.4%
25 JPM 1.07% 5,897 $2M $322.20 $38K -6 -0.1%
26 EHC 1.04% 17,400 $2M $106.14 -$305K +457 +2.7%
27 PHYS 0.96% 51,174 $2M $33.02 $292K +3,971 +8.4%
28 VTI 0.90% 4,740 $2M $335.27 $59K +76 +1.6%
29 VUG 0.80% 2,903 $1M $487.89 $22K -5 -0.2%
30 GLD 0.80% 3,562 $1M $396.31 $158K +34 +1.0%
31 CBRE 0.78% 8,629 $1M $160.79 $20K -50 -0.6%
32 IWF 0.76% 2,853 $1M $473.30 $14K
33 SCHB 0.74% 49,604 $1M $26.23 $52K +1,006 +2.1%
34 IBIT 0.72% 25,639 $1M $49.65 -$161K +3,575 +16.2%
35 IBDR 0.72% 52,386 $1M $24.23 -$40K -1,497 -2.8%
36 RSVR 0.67% 156,893 $1M $7.57 -$89K
37 MPC 0.62% 6,789 $1M $162.62 -$201K +19 +0.3%
38 VXUS 0.61% 14,200 $1M $75.44 $2K -359 -2.5%
39 SPEM 0.59% 22,465 $1M $46.81 $101K +2,159 +10.6%
40 IJT 0.55% 6,943 $980K $141.16 -$6K -24 -0.3%
41 GOOG 0.54% 3,060 $960K $313.80 $250K +143 +4.9%
42 MSFT 0.49% 1,788 $865K $483.66 -$72K -22 -1.2%
43 HLT 0.49% 3,011 $865K $287.20 $84K
44 VWO 0.47% 15,584 $838K $53.76 $33K +731 +4.9%
45 NVDA 0.42% 3,978 $742K $186.48 -$119K -638 -13.8%
46 LEN 0.41% 6,996 $719K $102.80 -$160K +20 +0.3%
47 IVV 0.41% 1,048 $718K $685.22 $75K +87 +9.1%
48 SBUX 0.38% 7,962 $671K $84.21 $7K +117 +1.5%
49 RL 0.36% 1,819 $643K $353.61 +1,819 NEW
50 AMLP 0.36% 13,572 $638K $47.02 $114K +2,403 +21.5%
51 LMT 0.36% 1,316 $636K $483.63 -$22K -3 -0.2%
52 SPDW 0.36% 14,171 $629K $44.41 -$31K -1,255 -8.1%
53 BRK-B 0.33% 1,159 $583K $502.65 $12K +24 +2.1%
54 IBDS 0.33% 23,697 $575K $24.28 $3K +173 +0.7%
55 MDLZ 0.33% 10,681 $575K $53.83 -$86K +101 +0.9%
56 TSLA 0.25% 993 $447K $449.72 $78K +165 +19.9%
57 JEPI 0.24% 7,530 $431K $57.24 -$88K -1,568 -17.2%
58 APH 0.24% 3,137 $424K $135.14 $405K +2,985 +1963.8%
59 DFIC 0.23% 11,767 $405K $34.46 $85K +1,987 +20.3%
60 IBDT 0.22% 15,521 $395K $25.46 $238K +9,347 +151.4%
61 IEFA 0.21% 4,186 $374K $89.45 $11K +21 +0.5%
62 JAAA 0.21% 7,183 $363K $50.58 $5K +125 +1.8%
63 SCHV 0.20% 12,230 $362K $29.61 $7K +21 +0.2%
64 EEM 0.19% 6,286 $344K $54.71 $11K +48 +0.8%
65 ESGV 0.19% 2,822 $341K $120.95 $7K +3 +0.1%
66 OMDA 0.17% 18,522 $292K $15.78 +18,522 NEW
67 SPYV 0.16% 4,830 $274K $56.81 $7K
68 IBDV 0.15% 12,421 $274K $22.07 $3K +186 +1.5%
69 JNJ 0.14% 1,222 $253K $207.05 $44K +95 +8.4%
70 VBK 0.14% 797 $241K $302.04 $4K +2 +0.2%
71 SPLV 0.13% 3,189 $228K $71.42 -$6K +12 +0.4%
72 VEU 0.13% 3,024 $222K $73.57 $142K +1,894 +167.6%
73 MA 0.13% 387 $221K $571.45 -$2K -5 -1.3%
74 DFSV 0.12% 6,670 $219K $32.89 $5K -69 -1.0%
75 AVLV 0.12% 2,859 $217K $75.77 $56K +631 +28.3%
76 IWD 0.12% 1,022 $215K $210.25 $8K +5 +0.5%
77 VLO 0.12% 1,255 $204K $162.79 -$9K
78 DE 0.11% 422 $196K $465.30 $3K -1 -0.2%
79 WMT 0.11% 1,745 $194K $111.44 $42K +270 +18.3%
80 CAT 0.11% 337 $193K $572.47 $33K +1 +0.3%
81 IYW 0.11% 937 $187K $199.65 $4K
82 VAW 0.10% 868 $180K $207.48 $37K +168 +24.0%
83 V 0.10% 512 $180K $350.66 -$7K -35 -6.4%
84 LQDA 0.10% 5,200 $179K $34.49 $130K +3,040 +140.7%
85 CSCO 0.10% 2,305 $178K $77.05 $19K -18 -0.8%
86 AFL 0.10% 1,600 $176K $110.27 -$3K -5 -0.3%
87 INDA 0.10% 3,186 $172K $54.05 $6K
88 SDY 0.10% 1,228 $171K $139.16 -$229 +6 +0.5%
89 TER 0.10% 870 $168K $193.61 $53K +29 +3.5%
90 DIS 0.09% 1,460 $166K $113.76 -$2K -9 -0.6%
91 ABBV 0.09% 702 $160K $228.35 $2K +18 +2.6%
92 JPST 0.09% 3,140 $159K $50.59 $38K +767 +32.3%
93 GSUS 0.09% 1,680 $159K $94.42 $5K +16 +1.0%
94 FIDU 0.09% 1,916 $158K $82.49 $1K +1 +0.1%
95 DFAE 0.09% 4,846 $158K $32.57 $7K +75 +1.6%
96 ARCC 0.09% 7,700 $156K $20.23 $2K +144 +1.9%
97 DFAT 0.09% 2,547 $152K $59.55 -$52K -947 -27.1%
98 QQQ 0.08% 237 $146K $614.09 $4K +1 +0.4%
99 ACGR 0.08% 2,166 $143K $66.05 -$58K -911 -29.6%
100 IBM 0.08% 481 $142K $296.21 $32K +90 +23.0%

New Positions

SymbolValue% Port
DG $2M 1.11%
RL $643K 0.36%
OMDA $292K 0.17%
VDE $112K 0.06%
KWEB $82K 0.05%
DYNF $53K 0.03%
IVE $50K 0.03%
MCHI $49K 0.03%
IVW $45K 0.03%
OEF $37K 0.02%
QUAL $35K 0.02%
IUSB $33K 0.02%
PWFL $32K 0.02%
IBHH $29K 0.02%
SMCI $26K 0.01%

Sold Out Positions

SymbolValue% Port
BDX —%
ALB —%
AMP —%
ACN —%
CB —%
RH —%
LYV —%
DECK —%
BEN —%
NEE —%
AMT —%
HWM —%
ZTS —%
IQV —%
KEYS —%
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