HURLEY CAPITAL, LLC

Filed: 11/12/2025ACC: 0001632844-25-000008

📋 What this filing means

HURLEY CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 692 equity positions with a total reported market value of $177.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

692

Positions

$177.87M

Total AUM (reported)

8.04M

Total Shares

Allocation by class

UIT EXCHANGE TRADED$64.17M36.1%

COMMON STOCK$30.24M17.0%

VALUE ETF$11.11M6.2%

LIMITED PARTNERSHP$8.95M5.0%

COM$8.93M5.0%

CLOSED END MUTL FUND$8.93M5.0%

S&P 500 ETF SHS$8.77M4.9%

Portfolio Concentration

Top 3$31.56M17.7%

4–10$46.40M26.1%

11–25$36.81M20.7%

Rest$63.10M35.5%

Top 3 weight

17.7%

Top 10 weight

43.8%

Voting Authority Distribution

Total shares with voting rights: 8.04M

Sole

Full voting authority

8.03M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.70K

% of voting shares0.0%

Investment Discretion (by position count)

Sole692

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings692

Rows:

VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR

SOLE

VALUE ETF

Shares59.60K

TypeSH

Market value$11.11M

6.25%

Sole

59.60K

Shared

0.00

None

0.00

ISHARES IBONDS 2026 TERMHIGH YIELD

SOLE

UIT EXCHANGE TRADED

Shares446.51K

TypeSH

Market value$10.44M

5.87%

Sole

446.51K

Shared

0.00

None

0.00

VANGUARD RUSSELL 1000 GROWTH ETF

SOLE

UIT EXCHANGE TRADED

Shares83K

TypeSH

Market value$10.00M

5.62%

Sole

83K

Shared

0.00

None

0.00

ENTERPRISE PRODS PART LP

SOLE

LIMITED PARTNERSHP

Shares285.94K

TypeSH

Market value$8.94M

5.03%

Sole

285.94K

Shared

0.00

None

0.00

VANGUARD INDEX FUNDS S&P 500 ETF USD

SOLE

S&P 500 ETF SHS

Shares14.31K

TypeSH

Market value$8.77M

4.93%

Sole

14.31K

Shared

0.00

None

0.00

VANGUARD INTER-TERM TREAS INDEX FD

SOLE

UIT EXCHANGE TRADED

Shares142.26K

TypeSH

Market value$8.54M

4.80%

Sole

142.26K

Shared

0.00

None

0.00

SPROTT PHYSICAL SILVER E

SOLE

CLOSED END MUTL FUND

Shares462.03K

TypeSH

Market value$7.25M

4.08%

Sole

462.03K

Shared

0.00

None

0.00

SCHWAB INTERNATIONAL EQUITY ETF

SOLE

UIT EXCHANGE TRADED

Shares216.24K

TypeSH

Market value$5.03M

2.83%

Sole

216.24K

Shared

0.00

None

0.00

ALPHABET INC CLASS CLASS A

SOLE

COMMON STOCK

Shares16.21K

TypeSH

Market value$3.94M

2.22%

Sole

16.21K

Shared

0.00

None

0.00

ISHARES TR IBONDS 2027 TERM

SOLE

IBONDS 2027 TERM

Shares174.63K

TypeSH

Market value$3.93M

2.21%

Sole

174.63K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS

SOLE

TECHNOLOGY

Shares13.20K

TypeSH

Market value$3.72M

2.09%

Sole

13.20K

Shared

0.00

None

0.00

MORGAN STANLEY

SOLE

COMMON STOCK

Shares20.69K

TypeSH

Market value$3.29M

1.85%

Sole

20.69K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR US LARGE-CAP ETF

SOLE

US LRG CAP ETF

Shares117.35K

TypeSH

Market value$3.09M

1.74%

Sole

117.35K

Shared

0.00

None

0.00

SPDR S&P 500 ETF

SOLE

UIT EXCHANGE TRADED

Shares4.09K

TypeSH

Market value$2.72M

1.53%

Sole

4.09K

Shared

0.00

None

0.00

SCHWAB US LARGE CAP GROWTH ETF

SOLE

UIT EXCHANGE TRADED

Shares81.67K

TypeSH

Market value$2.61M

1.47%

Sole

81.67K

Shared

0.00

None

0.00

SCHWAB US DIVIDEND EQUITY ETF

SOLE

UIT EXCHANGE TRADED

Shares88.40K

TypeSH

Market value$2.41M

1.36%

Sole

88.40K

Shared

0.00

None

0.00

AMAZON.COM INC

SOLE

COM

Shares10.30K

TypeSH

Market value$2.26M

1.27%

Sole

10.30K

Shared

0.00

None

0.00

BLACKSTONE INC

SOLE

COM

Shares13.11K

TypeSH

Market value$2.24M

1.26%

Sole

13.11K

Shared

0.00

None

0.00

SCHWAB US TREASURY MONEY ULTRA

SOLE

SCHWAB NON-SWEEP MMF

Shares2.20M

TypeSH

Market value$2.20M

1.24%

Sole

2.20M

Shared

0.00

None

0.00

ENCOMPASS HEALTH CORP

SOLE

COMMON STOCK

Shares16.94K

TypeSH

Market value$2.15M

1.21%

Sole

16.94K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares8.34K

TypeSH

Market value$2.12M

1.19%

Sole

8.34K

Shared

0.00

None

0.00

ISHARES IBONDS DEC 2025 TERM CORPORATE ETF

SOLE

IBONDS DEC25 ETF

Shares83.02K

TypeSH

Market value$2.09M

1.18%

Sole

83.02K

Shared

0.00

None

0.00

ISHARES FLEXIBLE INCME ACTIVE ETF

SOLE

UIT EXCHANGE TRADED

Shares39.15K

TypeSH

Market value$2.08M

1.17%

Sole

39.15K

Shared

0.00

None

0.00

HCA HEALTHCARE INC

SOLE

COMMON STOCK

Shares4.58K

TypeSH

Market value$1.95M

1.10%

Sole

4.58K

Shared

0.00

None

0.00

JPMORGAN CHASE & CO

SOLE

COMMON STOCK

Shares5.90K

TypeSH

Market value$1.86M

1.05%

Sole

5.90K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TRSOLE	VALUE ETF	59.60K	SH	$11.11M 6.25%	59.60K
ISHARES IBONDS 2026 TERMHIGH YIELDSOLE	UIT EXCHANGE TRADED	446.51K	SH	$10.44M 5.87%	446.51K
VANGUARD RUSSELL 1000 GROWTH ETFSOLE	UIT EXCHANGE TRADED	83K	SH	$10.00M 5.62%	83K
ENTERPRISE PRODS PART LPSOLE	LIMITED PARTNERSHP	285.94K	SH	$8.94M 5.03%	285.94K
VANGUARD INDEX FUNDS S&P 500 ETF USDSOLE	S&P 500 ETF SHS	14.31K	SH	$8.77M 4.93%	14.31K
VANGUARD INTER-TERM TREAS INDEX FDSOLE	UIT EXCHANGE TRADED	142.26K	SH	$8.54M 4.80%	142.26K
SPROTT PHYSICAL SILVER ESOLE	CLOSED END MUTL FUND	462.03K	SH	$7.25M 4.08%	462.03K
SCHWAB INTERNATIONAL EQUITY ETFSOLE	UIT EXCHANGE TRADED	216.24K	SH	$5.03M 2.83%	216.24K
ALPHABET INC CLASS CLASS ASOLE	COMMON STOCK	16.21K	SH	$3.94M 2.22%	16.21K
ISHARES TR IBONDS 2027 TERMSOLE	IBONDS 2027 TERM	174.63K	SH	$3.93M 2.21%	174.63K
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DISSOLE	TECHNOLOGY	13.20K	SH	$3.72M 2.09%	13.20K
MORGAN STANLEYSOLE	COMMON STOCK	20.69K	SH	$3.29M 1.85%	20.69K
SCHWAB STRATEGIC TR US LARGE-CAP ETFSOLE	US LRG CAP ETF	117.35K	SH	$3.09M 1.74%	117.35K
SPDR S&P 500 ETFSOLE	UIT EXCHANGE TRADED	4.09K	SH	$2.72M 1.53%	4.09K
SCHWAB US LARGE CAP GROWTH ETFSOLE	UIT EXCHANGE TRADED	81.67K	SH	$2.61M 1.47%	81.67K
SCHWAB US DIVIDEND EQUITY ETFSOLE	UIT EXCHANGE TRADED	88.40K	SH	$2.41M 1.36%	88.40K
AMAZON.COM INCSOLE	COM	10.30K	SH	$2.26M 1.27%	10.30K
BLACKSTONE INCSOLE	COM	13.11K	SH	$2.24M 1.26%	13.11K
SCHWAB US TREASURY MONEY ULTRASOLE	SCHWAB NON-SWEEP MMF	2.20M	SH	$2.20M 1.24%	2.20M
ENCOMPASS HEALTH CORPSOLE	COMMON STOCK	16.94K	SH	$2.15M 1.21%	16.94K
APPLE INCSOLE	COM	8.34K	SH	$2.12M 1.19%	8.34K
ISHARES IBONDS DEC 2025 TERM CORPORATE ETFSOLE	IBONDS DEC25 ETF	83.02K	SH	$2.09M 1.18%	83.02K
ISHARES FLEXIBLE INCME ACTIVE ETFSOLE	UIT EXCHANGE TRADED	39.15K	SH	$2.08M 1.17%	39.15K
HCA HEALTHCARE INCSOLE	COMMON STOCK	4.58K	SH	$1.95M 1.10%	4.58K
JPMORGAN CHASE & COSOLE	COMMON STOCK	5.90K	SH	$1.86M 1.05%	5.90K

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