Filed: 5/7/2025ACC: 0001632844-25-000004
📋 What this filing means
HURLEY CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 502 equity positions with a total reported market value of $131.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
502
Positions
$131.91M
Total AUM (reported)
3.23M
Total Shares
Allocation by class
COM$28.88M21.9%
VALUE ETF$9.27M7.0%
UIE$8.49M6.4%
VNG RUS1000GRW$7.80M5.9%
INTER TERM TREAS$7.46M5.7%
TR UNIT$6.21M4.7%
IBONDS 25 TRM HG$6.00M4.5%
Portfolio Concentration
Top 3$24.53M18.6%
4–10$31.46M23.9%
11–25$28.82M21.8%
Rest$47.10M35.7%
Top 3 weight
18.6%
Top 10 weight
42.4%
Voting Authority Distribution
Total shares with voting rights: 3.23M
Sole
Full voting authority
3.23M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole502
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings502
Rows:
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
SOLEShares53.65K
TypeSH
Market value$9.27M
7.03%
Sole
53.65K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
SOLEShares84.10K
TypeSH
Market value$7.80M
5.92%
Sole
84.10K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
SOLEShares125.60K
TypeSH
Market value$7.46M
5.66%
Sole
125.60K
Shared
0.00
None
0.00
ISHARES TR IBONDS 25 TRM HG
SOLEShares258.16K
TypeSH
Market value$6.00M
4.55%
Sole
258.16K
Shared
0.00
None
0.00
SPROTT PHYSICAL SILVER TRUST TRUST UNIT ISIN #CA85207K1075 SEDOL #B5THDS5
SOLEShares461.76K
TypeSH
Market value$5.36M
4.06%
Sole
461.76K
Shared
0.00
None
0.00
ISHARES TR IBONDS 2026 TERM
SOLEShares215.80K
TypeSH
Market value$5.01M
3.80%
Sole
215.80K
Shared
0.00
None
0.00
VANGUARD INDEX FUNDS S&P 500 ETF USD
SOLEShares8.91K
TypeSH
Market value$4.58M
3.47%
Sole
8.91K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L P COM
SOLEShares128.30K
TypeSH
Market value$4.38M
3.32%
Sole
128.30K
Shared
0.00
None
0.00
SCHWAB INTERNATIONAL EQUITY ETF
SOLEShares168.05K
TypeSH
Market value$3.32M
2.52%
Sole
168.05K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
SOLEShares13.63K
TypeSH
Market value$2.81M
2.13%
Sole
13.63K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares16.91K
TypeSH
Market value$2.61M
1.98%
Sole
16.91K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR US LARGE-CAP ETF
SOLEShares117.03K
TypeSH
Market value$2.58M
1.96%
Sole
117.03K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MKT
SOLEShares18.15K
TypeSH
Market value$2.43M
1.84%
Sole
18.15K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares20.67K
TypeSH
Market value$2.41M
1.83%
Sole
20.67K
Shared
0.00
None
0.00
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
SOLEShares85.94K
TypeSH
Market value$2.16M
1.64%
Sole
85.94K
Shared
0.00
None
0.00
SCHWAB US LARGE-CAP GROWTH ETF
SOLEShares81.71K
TypeSH
Market value$2.05M
1.55%
Sole
81.71K
Shared
0.00
None
0.00
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares72.27K
TypeSH
Market value$2.02M
1.53%
Sole
72.27K
Shared
0.00
None
0.00
ENCOMPASS HEALTH CORP COM
SOLEShares17.42K
TypeSH
Market value$1.76M
1.34%
Sole
17.42K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares11.74K
TypeSH
Market value$1.64M
1.24%
Sole
11.74K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares7.10K
TypeSH
Market value$1.62M
1.22%
Sole
7.10K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares8.41K
TypeSH
Market value$1.60M
1.21%
Sole
8.41K
Shared
0.00
None
0.00
HCA HEALTHCARE INC COM
SOLEShares4.59K
TypeSH
Market value$1.59M
1.20%
Sole
4.59K
Shared
0.00
None
0.00
JPMORGAN CHASE &CO. COM
SOLEShares6.01K
TypeSH
Market value$1.47M
1.12%
Sole
6.01K
Shared
0.00
None
0.00
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
SOLEShares28.38K
TypeSH
Market value$1.44M
1.09%
Sole
28.38K
Shared
0.00
None
0.00
UNILEVER PLC SPON ADR NEW
SOLEShares23.94K
TypeSH
Market value$1.43M
1.08%
Sole
23.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TRSOLE | VALUE ETF | 53.65K | SH | $9.27M 7.03% | 53.65K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETFSOLE | VNG RUS1000GRW | 84.10K | SH | $7.80M 5.92% | 84.10K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDS INTER TERM TREASSOLE | INTER TERM TREAS | 125.60K | SH | $7.46M 5.66% | 125.60K | 0.00 | 0.00 |
ISHARES TR IBONDS 25 TRM HGSOLE | IBONDS 25 TRM HG | 258.16K | SH | $6.00M 4.55% | 258.16K | 0.00 | 0.00 |
SPROTT PHYSICAL SILVER TRUST TRUST UNIT ISIN #CA85207K1075 SEDOL #B5THDS5SOLE | TR UNIT | 461.76K | SH | $5.36M 4.06% | 461.76K | 0.00 | 0.00 |
ISHARES TR IBONDS 2026 TERMSOLE | IBONDS 2026 TERM | 215.80K | SH | $5.01M 3.80% | 215.80K | 0.00 | 0.00 |
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE | S&P 500 ETF SHS | 8.91K | SH | $4.58M 3.47% | 8.91K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS L P COMSOLE | COM | 128.30K | SH | $4.38M 3.32% | 128.30K | 0.00 | 0.00 |
SCHWAB INTERNATIONAL EQUITY ETFSOLE | INTL EQTY ETF | 168.05K | SH | $3.32M 2.52% | 168.05K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DISSOLE | TECHNOLOGY | 13.63K | SH | $2.81M 2.13% | 13.63K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | CAP STK CL A | 16.91K | SH | $2.61M 1.98% | 16.91K | 0.00 | 0.00 |
SCHWAB STRATEGIC TR US LARGE-CAP ETFSOLE | US LRG CAP ETF | 117.03K | SH | $2.58M 1.96% | 117.03K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MKTSOLE | MFC | 18.15K | SH | $2.43M 1.84% | 18.15K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 20.67K | SH | $2.41M 1.83% | 20.67K | 0.00 | 0.00 |
ISHARES IBONDS DEC 2025 TERM CORPORATE ETFSOLE | IBONDS DEC25 ETF | 85.94K | SH | $2.16M 1.64% | 85.94K | 0.00 | 0.00 |
SCHWAB US LARGE-CAP GROWTH ETFSOLE | US LCAP GR ETF | 81.71K | SH | $2.05M 1.55% | 81.71K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | US DIVIDEND EQ | 72.27K | SH | $2.02M 1.53% | 72.27K | 0.00 | 0.00 |
ENCOMPASS HEALTH CORP COMSOLE | COM | 17.42K | SH | $1.76M 1.34% | 17.42K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 11.74K | SH | $1.64M 1.24% | 11.74K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 7.10K | SH | $1.62M 1.22% | 7.10K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 8.41K | SH | $1.60M 1.21% | 8.41K | 0.00 | 0.00 |
HCA HEALTHCARE INC COMSOLE | COM | 4.59K | SH | $1.59M 1.20% | 4.59K | 0.00 | 0.00 |
JPMORGAN CHASE &CO. COMSOLE | COM | 6.01K | SH | $1.47M 1.12% | 6.01K | 0.00 | 0.00 |
VANGUARD DEVELOPED MARKETS INDEX FUND ETFSOLE | VAN FTSE DEV MKT | 28.38K | SH | $1.44M 1.09% | 28.38K | 0.00 | 0.00 |
UNILEVER PLC SPON ADR NEWSOLE | SPON ADR NEW | 23.94K | SH | $1.43M 1.08% | 23.94K | 0.00 | 0.00 |
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