Hyperion Capital Advisors
Latest statistics and disclosures from Hyperion Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, GOOGL, ELV, VERX, ICE, and represent 42.17% of Hyperion Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: VERX (+$13M), AMTM (+$8.8M), ELV (+$5.3M), UNH, GLIBK, UHAL.B, CB, KSPI, HDB, ICLR.
- Started 3 new stock positions in VERX, CB, GLIBK.
- Reduced shares in these 10 stocks: VOO, META, GOOGL, GOOG, SCHW, ATAI, ICE, TBRG, CACC, NFLX.
- Sold out of its positions in TBRG, VOO, ATAI.
- Hyperion Capital Advisors was a net buyer of stock by $21M.
- Hyperion Capital Advisors has $187M in assets under management (AUM), dropping by 17.22%.
- Central Index Key (CIK): 0001794499
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Portfolio Holdings for Hyperion Capital Advisors
Hyperion Capital Advisors holds 62 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 10.2 | $19M | -8% | 78k | 243.55 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 9.0 | $17M | -9% | 69k | 243.10 |
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| Anthem (ELV) | 8.9 | $17M | +46% | 52k | 323.12 |
|
| Vertex Cl A (VERX) | 7.2 | $13M | NEW | 540k | 24.79 |
|
| Intercontinental Exchange (ICE) | 6.9 | $13M | -2% | 76k | 168.48 |
|
| UnitedHealth (UNH) | 6.7 | $12M | +42% | 36k | 345.30 |
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| Meta Platforms Cl A (META) | 5.5 | $10M | -20% | 14k | 734.38 |
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| Amentum Holdings (AMTM) | 5.4 | $10M | +715% | 420k | 23.95 |
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| Netflix (NFLX) | 5.1 | $9.5M | -2% | 7.9k | 1198.92 |
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| Charles Schwab Corporation (SCHW) | 5.0 | $9.3M | -3% | 98k | 95.47 |
|
| Credit Acceptance (CACC) | 4.6 | $8.6M | -2% | 19k | 466.93 |
|
| Icon SHS (ICLR) | 4.6 | $8.6M | 49k | 175.00 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 2.3 | $4.3M | 71k | 60.22 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 2.2 | $4.0M | -2% | 63k | 63.54 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 1.7 | $3.2M | 96k | 32.89 |
|
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| Burford Cap Ord Shs (BUR) | 1.0 | $1.9M | +5% | 159k | 11.96 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.9 | $1.6M | +3% | 16k | 104.45 |
|
| Apple (AAPL) | 0.9 | $1.6M | 6.2k | 254.63 |
|
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $1.4M | -4% | 5.2k | 279.29 |
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| TJX Companies (TJX) | 0.7 | $1.4M | 9.7k | 144.54 |
|
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.6 | $1.2M | +30% | 15k | 81.68 |
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.6 | $1.2M | +52% | 23k | 50.90 |
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| Thor Industries (THO) | 0.6 | $1.1M | 10k | 103.69 |
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| Copa Holdings Sa Cl A (CPA) | 0.5 | $998k | 8.4k | 118.82 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $973k | 2.7k | 355.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $882k | 1.8k | 502.74 |
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| Ing Groep Sponsored Adr (ING) | 0.4 | $778k | +6% | 30k | 26.08 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $754k | 1.00 | 754200.00 |
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| Amazon (AMZN) | 0.4 | $725k | 3.3k | 219.57 |
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| Brown & Brown (BRO) | 0.4 | $703k | 7.5k | 93.79 |
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| Microsoft Corporation (MSFT) | 0.3 | $584k | 1.1k | 517.95 |
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| West Pharmaceutical Services (WST) | 0.3 | $559k | 2.1k | 262.33 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $507k | +100% | 15k | 34.16 |
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| Waters Corporation (WAT) | 0.3 | $490k | 1.6k | 299.81 |
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| Gci Liberty Com Ser C (GLIBK) | 0.3 | $472k | NEW | 13k | 37.27 |
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| Bank of America Corporation (BAC) | 0.3 | $469k | 9.1k | 51.59 |
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| American Express Company (AXP) | 0.2 | $458k | 1.4k | 332.16 |
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| Deere & Company (DE) | 0.2 | $412k | 900.00 | 457.26 |
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| Linde SHS (LIN) | 0.2 | $410k | 863.00 | 475.00 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $383k | 6.8k | 56.75 |
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| Avnet (AVT) | 0.2 | $376k | +20% | 7.2k | 52.28 |
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| Star Group Unit Ltd Partnr (SGU) | 0.2 | $348k | 29k | 11.83 |
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| Hca Holdings (HCA) | 0.2 | $341k | 800.00 | 426.20 |
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| Lowe's Companies (LOW) | 0.2 | $327k | 1.3k | 251.31 |
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| Enterprise Products Partners (EPD) | 0.2 | $313k | 10k | 31.27 |
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| Equitable Holdings (EQH) | 0.2 | $308k | 6.1k | 50.78 |
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| XP Cl A (XP) | 0.2 | $282k | 15k | 18.79 |
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| Chubb (CB) | 0.2 | $281k | NEW | 995.00 | 282.25 |
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| Fastenal Company (FAST) | 0.2 | $281k | 5.7k | 49.04 |
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| Northeast Bk Lewiston Me (NBN) | 0.1 | $280k | 2.8k | 100.16 |
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| Aercap Holdings Nv SHS (AER) | 0.1 | $278k | 2.3k | 121.00 |
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| Lennar Corp Cl A (LEN) | 0.1 | $278k | 2.2k | 126.04 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $270k | 1.2k | 224.58 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $252k | 1.3k | 193.35 |
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| Us Bancorp Del Com New (USB) | 0.1 | $242k | 5.0k | 48.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $235k | 352.00 | 666.18 |
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| Seaworld Entertainment (PRKS) | 0.1 | $233k | 4.5k | 51.70 |
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| Capital One Financial (COF) | 0.1 | $228k | 1.1k | 212.58 |
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| Union Pacific Corporation (UNP) | 0.1 | $213k | 900.00 | 236.37 |
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| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $180k | 45k | 3.99 |
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| Stellantis SHS (STLA) | 0.1 | $140k | 15k | 9.34 |
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| Blend Labs Cl A (BLND) | 0.1 | $109k | 30k | 3.65 |
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Past Filings by Hyperion Capital Advisors
SEC 13F filings are viewable for Hyperion Capital Advisors going back to 2019
- Hyperion Capital Advisors 2025 Q3 filed Nov. 14, 2025
- Hyperion Capital Advisors 2025 Q2 filed Aug. 14, 2025
- Hyperion Capital Advisors 2025 Q1 filed May 15, 2025
- Hyperion Capital Advisors 2024 Q4 filed Feb. 14, 2025
- Hyperion Capital Advisors 2024 Q3 filed Nov. 14, 2024
- Hyperion Capital Advisors 2024 Q2 filed Aug. 14, 2024
- Hyperion Capital Advisors 2024 Q1 filed May 15, 2024
- Hyperion Capital Advisors 2023 Q4 filed Feb. 14, 2024
- Hyperion Capital Advisors 2023 Q3 filed Nov. 14, 2023
- Hyperion Capital Advisors 2023 Q2 filed Aug. 14, 2023
- Hyperion Capital Advisors 2023 Q1 filed May 15, 2023
- Hyperion Capital Advisors 2022 Q4 filed Feb. 13, 2023
- Hyperion Capital Advisors 2022 Q3 filed Nov. 14, 2022
- Hyperion Capital Advisors 2022 Q2 filed Aug. 15, 2022
- Hyperion Capital Advisors 2022 Q1 filed May 16, 2022
- Hyperion Capital Advisors 2021 Q4 filed Feb. 14, 2022