Hurley Capital, LLC logo

Hurley Capital, LLC

RIA/Wealth

Hurley Capital, LLC is a RIA/Wealth based in New York, NY led by Charles Howard Goldblum, reporting $229.4M in AUM as of Q3 2025 with 62% ETF concentration and minimal technology exposure.

Managing PartnerCharles Howard Goldblum
Portfolio Value
$167.4M
Positions
589
Top Holding
VTV at 6.64%
Last Reported
Q3 2025
Address299 Park Avenue, 21st Floor, New York, NY, 10171, United States

Top Holdings

Largest long holdings in Hurley Capital, LLC's portfolio (46.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$11.1M
6.64%
+$190.6K
Bought
59.6K shares
ETF
ETF
$10.4M
6.24%
+$4.6M
Bought
446.5K shares
ETF
ETF
$10.0M
5.97%
-$475.9K
Sold
83.0K shares
Oil & Gas Midstream
Energy
$8.9M
5.34%
+$2.3M
Bought
0.01%
285.9K shares
ETF
ETF
$8.8M
5.24%
+$2.7M
Bought
14.3K shares
ETF
ETF
$8.5M
5.10%
+$776.4K
Bought
142.3K shares
Unknown
Unknown
$7.3M
4.33%
-$8.3K
Sold
462.0K shares
ETF
ETF
$5.0M
3.01%
+$240.9K
Bought
216.2K shares
Internet Content & Information
Communication Services
$3.9M
2.35%
+$16.3K
Bought
0.00%
16.2K shares
ETF
ETF
$3.9M
2.35%
+$3.3M
Bought
174.6K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Hurley Capital, LLC's latest filing

See all changes
Market Value
$167.4M
Prior: $142.5M
Q/Q Change
+17.49%
+$24.9M
Net Flows % of MV
-3.59%
Turnover Ratio
7.59%
New Purchases
147 stocks
$977.8K
Added To
197 stocks
+$21.8M
Sold Out Of
17 stocks
$239.4K
Reduced Holdings
45 stocks
-$28.5M

Increased Positions

PositionShares Δ
New
New
New
New
5
Intuit logo
Intuit
INTU
New

Decreased Positions

PositionShares Δ
1
RELX
RELX
RELX
Sold
2
ABVX
Abivax
ABVX
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Hurley Capital, LLC

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Sector Allocation

ETF: 62.40%ETFEnergy: 7.20%Financial Services: 5.60%Communication Services: 4.30%Technology: 3.30%Healthcare: 3.20%Consumer Cyclical: 3.10%Real Estate: 1.60%Industrials: 1.10%Consumer Defensive: 0.70%Utilities: 0.30%Basic Materials: 0.10%
ETF
62.40%
Energy
7.20%
Financial Services
5.60%
Communication Services
4.30%
Technology
3.30%
Healthcare
3.20%
Consumer Cyclical
3.10%
Real Estate
1.60%
Industrials
1.10%
Consumer Defensive
0.70%
Utilities
0.30%
Basic Materials
0.10%

Market Cap Distribution

No market cap data available

Portfolio Concentration

Top 10 Holdings %
46.58%
Top 20 Holdings %
62.48%
Top 50 Holdings %
85.46%
Top 100 Holdings %
94.11%

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