Hyperion Capital Advisors
Latest statistics and disclosures from Hyperion Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOG, ELV, GOOGL, AMTM, VERX, and represent 41.47% of Hyperion Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: GMED (+$13M), NFLX (+$6.6M), KSPI, ICLR, VERX, AMTM, FWONK, XP, TSM, ACN.
- Started 8 new stock positions in BSM, TDY, ADI, ACN, MSA, GMED, EXE, JPM.
- Reduced shares in these 10 stocks: , GOOGL, GOOG, CACC, ING, , PRKS, AXP, SGU, BAC.
- Sold out of its positions in META, HCA, PRKS.
- Hyperion Capital Advisors was a net buyer of stock by $15M.
- Hyperion Capital Advisors has $204M in assets under management (AUM), dropping by 9.25%.
- Central Index Key (CIK): 0001794499
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Portfolio Holdings for Hyperion Capital Advisors
Hyperion Capital Advisors holds 67 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 10.6 | $22M | -11% | 69k | 313.80 |
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| Anthem (ELV) | 8.9 | $18M | 52k | 350.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.7 | $18M | -18% | 57k | 313.00 |
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| Amentum Holdings (AMTM) | 7.0 | $14M | +17% | 492k | 29.00 |
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| Vertex Cl A (VERX) | 6.4 | $13M | +20% | 650k | 19.97 |
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| Globus Med Cl A (GMED) | 6.3 | $13M | NEW | 147k | 87.31 |
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| Intercontinental Exchange (ICE) | 6.0 | $12M | 76k | 161.96 |
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| Icon SHS (ICLR) | 5.9 | $12M | +34% | 66k | 182.22 |
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| UnitedHealth (UNH) | 5.9 | $12M | 36k | 330.11 |
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| Charles Schwab Corporation (SCHW) | 4.8 | $9.8M | 98k | 99.91 |
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| Netflix (NFLX) | 3.6 | $7.4M | +891% | 79k | 93.76 |
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| Credit Acceptance (CACC) | 3.5 | $7.2M | -12% | 16k | 443.46 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 2.5 | $5.2M | 71k | 72.19 |
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 2.1 | $4.4M | +283% | 56k | 78.13 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 1.6 | $3.3M | 96k | 34.74 |
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| Liberty Broadband Corp Com Ser C (LBRDK) | 1.5 | $3.1M | 63k | 48.60 |
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| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.2 | $2.5M | +58% | 25k | 98.51 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $2.3M | +45% | 7.5k | 303.89 |
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| Apple (AAPL) | 0.8 | $1.7M | 6.2k | 271.86 |
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| TJX Companies (TJX) | 0.7 | $1.5M | 9.7k | 153.61 |
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| Burford Cap Ord Shs (BUR) | 0.7 | $1.4M | 159k | 8.92 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.1M | 2.7k | 396.31 |
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.5 | $1.1M | 23k | 46.74 |
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| Thor Industries (THO) | 0.5 | $1.0M | 10k | 102.67 |
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| Copa Holdings Sa Cl A (CPA) | 0.5 | $1.0M | 8.4k | 120.61 |
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| XP Cl A (XP) | 0.5 | $1000k | +307% | 61k | 16.37 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $882k | 1.8k | 502.65 |
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| Amazon (AMZN) | 0.4 | $762k | 3.3k | 230.82 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $755k | 1.00 | 754800.00 |
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| Gci Liberty Com Ser C (GLIBK) | 0.3 | $653k | +38% | 18k | 37.21 |
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| Waters Corporation (WAT) | 0.3 | $621k | 1.6k | 379.83 |
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| Brown & Brown (BRO) | 0.3 | $598k | 7.5k | 79.70 |
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| West Pharmaceutical Services (WST) | 0.3 | $586k | 2.1k | 275.14 |
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| Microsoft Corporation (MSFT) | 0.3 | $545k | 1.1k | 483.62 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.3 | $542k | 15k | 36.54 |
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| Bank of America Corporation (BAC) | 0.2 | $490k | 8.9k | 55.00 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $469k | 6.8k | 69.40 |
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| Ing Groep Sponsored Adr (ING) | 0.2 | $442k | -47% | 16k | 28.00 |
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| Enterprise Products Partners (EPD) | 0.2 | $426k | +33% | 13k | 32.06 |
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| Deere & Company (DE) | 0.2 | $419k | 900.00 | 465.57 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $403k | NEW | 1.5k | 268.30 |
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| Linde SHS (LIN) | 0.2 | $368k | 863.00 | 426.39 |
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| Black Stone Minerals Com Unit (BSM) | 0.2 | $362k | NEW | 27k | 13.29 |
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| Avnet (AVT) | 0.2 | $346k | 7.2k | 48.08 |
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| American Express Company (AXP) | 0.2 | $344k | -32% | 930.00 | 369.95 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $332k | NEW | 650.00 | 510.73 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $331k | 2.3k | 143.76 |
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| Msa Safety Inc equity (MSA) | 0.2 | $320k | NEW | 2.0k | 160.14 |
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| Lowe's Companies (LOW) | 0.2 | $314k | 1.3k | 241.16 |
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| Chubb (CB) | 0.2 | $311k | 995.00 | 312.12 |
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| Star Group Unit Ltd Partnr (SGU) | 0.1 | $301k | -13% | 25k | 11.84 |
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| Northeast Bk Lewiston Me (NBN) | 0.1 | $291k | 2.8k | 103.93 |
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| Equitable Holdings (EQH) | 0.1 | $289k | 6.1k | 47.65 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $267k | 1.2k | 222.63 |
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| Us Bancorp Del Com New (USB) | 0.1 | $267k | 5.0k | 53.36 |
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| Chesapeake Energy Corp (EXE) | 0.1 | $265k | NEW | 2.4k | 110.36 |
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| Capital One Financial (COF) | 0.1 | $260k | 1.1k | 242.36 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $252k | 1.3k | 193.43 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $240k | 352.00 | 681.92 |
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| Fastenal Company (FAST) | 0.1 | $230k | 5.7k | 40.13 |
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| Lennar Corp Cl A (LEN) | 0.1 | $227k | 2.2k | 102.80 |
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| Analog Devices (ADI) | 0.1 | $217k | NEW | 800.00 | 271.20 |
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| Union Pacific Corporation (UNP) | 0.1 | $208k | 900.00 | 231.32 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $201k | NEW | 624.00 | 322.22 |
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| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $185k | 45k | 4.10 |
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| Stellantis SHS (STLA) | 0.1 | $163k | 15k | 10.89 |
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| Blend Labs Cl A (BLND) | 0.0 | $91k | 30k | 3.04 |
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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 Q4 filed Feb. 13, 2026
- 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