Hyperion Capital Advisors
Latest statistics and disclosures from Hyperion Capital Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, ICLR, GOOG, ELV, GMED, and represent 36.83% of Hyperion Capital Advisors's stock portfolio.
- Added to shares of these 10 stocks: ICLR (+$8.5M), SUNB (+$8.1M), ROP (+$8.0M), ZTS (+$7.9M), AON (+$7.4M), TSM (+$6.8M), FWONK (+$6.7M), GOOGL, RBLX, EXP.
- Started 8 new stock positions in AON, NRP, ROP, ZTS, RBLX, SUNB, OMF, EXP.
- Reduced shares in these 10 stocks: SCHW (-$8.4M), AMTM, GOOG, LBRDK, VERX, ICE, XP, CACC, UNH, HDB.
- Sold out of its positions in COF, DE, HDB, JPM, LEN, LBRDK, XP.
- Hyperion Capital Advisors was a net buyer of stock by $27M.
- Hyperion Capital Advisors has $208M in assets under management (AUM), dropping by 1.66%.
- Central Index Key (CIK): 0001794499
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Portfolio Holdings for Hyperion Capital Advisors
Hyperion Capital Advisors holds 68 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.0 | $19M | +14% | 65k | 287.56 |
|
| Icon SHS (ICLR) | 7.6 | $16M | +115% | 143k | 110.66 |
|
| Alphabet Cap Stk Cl C (GOOG) | 7.3 | $15M | -23% | 53k | 286.86 |
|
| Anthem (ELV) | 7.2 | $15M | 51k | 292.75 |
|
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| Globus Med Cl A (GMED) | 5.8 | $12M | -4% | 141k | 86.16 |
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| Intercontinental Exchange (ICE) | 4.9 | $10M | -14% | 65k | 157.28 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.5 | $9.3M | +266% | 28k | 337.95 |
|
| UnitedHealth (UNH) | 4.4 | $9.2M | -6% | 34k | 270.59 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 4.2 | $8.8M | +313% | 103k | 85.02 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 3.9 | $8.1M | NEW | 125k | 65.09 |
|
| Roper Industries (ROP) | 3.8 | $8.0M | NEW | 23k | 353.86 |
|
| Amentum Holdings (AMTM) | 3.8 | $7.9M | -38% | 304k | 26.08 |
|
| Zoetis Cl A (ZTS) | 3.8 | $7.9M | NEW | 67k | 118.21 |
|
| Aon Shs Cl A (AON) | 3.6 | $7.4M | NEW | 23k | 322.78 |
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| Netflix (NFLX) | 3.5 | $7.3M | -3% | 75k | 96.15 |
|
| Credit Acceptance (CACC) | 2.9 | $6.0M | -13% | 14k | 423.46 |
|
| Vertex Cl A (VERX) | 2.7 | $5.7M | -26% | 480k | 11.89 |
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| Kaspi Kz Jsc Sponsored Ads (KSPI) | 2.0 | $4.1M | 56k | 74.07 |
|
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| Ryanair Holdings Sponsored Adr (RYAAY) | 2.0 | $4.1M | 71k | 57.80 |
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| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 1.7 | $3.5M | 96k | 36.12 |
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| Apple (AAPL) | 0.8 | $1.6M | +3% | 6.5k | 253.79 |
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| TJX Companies (TJX) | 0.7 | $1.5M | 9.7k | 159.70 |
|
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.6 | $1.3M | +29% | 30k | 44.67 |
|
| Copa Holdings Sa Cl A (CPA) | 0.5 | $954k | 8.4k | 113.61 |
|
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| Burford Capital Ord Shs (BUR) | 0.4 | $918k | +27% | 203k | 4.52 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $855k | -27% | 2.0k | 430.29 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $841k | 1.8k | 479.20 |
|
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| Charles Schwab Corporation (SCHW) | 0.4 | $824k | -91% | 8.8k | 93.98 |
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| Thor Industries (THO) | 0.4 | $813k | 10k | 79.89 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $718k | 1.00 | 718140.00 |
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| Amazon (AMZN) | 0.3 | $687k | 3.3k | 208.27 |
|
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| Gci Liberty Com Ser C (GLIBK) | 0.3 | $621k | -4% | 17k | 37.21 |
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| Roblox Corp Cl A (RBLX) | 0.3 | $585k | NEW | 10k | 56.56 |
|
| Brown & Brown (BRO) | 0.3 | $580k | +18% | 8.9k | 65.21 |
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| West Pharmaceutical Services (WST) | 0.3 | $534k | 2.1k | 250.64 |
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| Enterprise Products Partners (EPD) | 0.2 | $503k | 13k | 37.84 |
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| Waters Corporation (WAT) | 0.2 | $492k | 1.7k | 297.80 |
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| Microsoft Corporation (MSFT) | 0.2 | $471k | +12% | 1.3k | 370.17 |
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| Delta Air Lines Com New (DAL) | 0.2 | $449k | 6.8k | 66.48 |
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| Avnet (AVT) | 0.2 | $444k | 7.2k | 61.62 |
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| Linde SHS (LIN) | 0.2 | $428k | 863.00 | 495.76 |
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| Black Stone Minerals Com Unit (BSM) | 0.2 | $412k | 27k | 15.12 |
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| Ing Groep Sponsored Adr (ING) | 0.2 | $411k | 16k | 26.05 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $393k | 650.00 | 605.01 |
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| Eagle Materials (EXP) | 0.2 | $379k | NEW | 2.0k | 189.45 |
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| Msa Safety Inc equity (MSA) | 0.2 | $328k | 2.0k | 163.95 |
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| Chubb (CB) | 0.2 | $324k | 995.00 | 325.93 |
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| Equitable Holdings (EQH) | 0.2 | $320k | +42% | 8.6k | 37.11 |
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| Aercap Holdings Nv SHS (AER) | 0.2 | $316k | 2.3k | 137.18 |
|
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| Northeast Bk Lewiston Me (NBN) | 0.2 | $315k | 2.8k | 112.37 |
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| Bank of America Corporation (BAC) | 0.2 | $312k | -28% | 6.4k | 48.75 |
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| Star Group Unit Ltd Partnr (SGU) | 0.2 | $312k | 25k | 12.28 |
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| Lowe's Companies (LOW) | 0.1 | $307k | 1.3k | 236.28 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $297k | 1.5k | 198.29 |
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| American Express Company (AXP) | 0.1 | $281k | 930.00 | 302.48 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $280k | 1.2k | 233.26 |
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| Fastenal Company (FAST) | 0.1 | $265k | 5.7k | 46.40 |
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| Chesapeake Energy Corp (EXE) | 0.1 | $264k | 2.4k | 109.78 |
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| Us Bancorp Com New (USB) | 0.1 | $260k | 5.0k | 52.01 |
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| Analog Devices (ADI) | 0.1 | $255k | 800.00 | 318.14 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $229k | 352.00 | 650.34 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $224k | 1.3k | 172.11 |
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| Union Pacific Corporation (UNP) | 0.1 | $218k | 900.00 | 242.62 |
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| Onemain Holdings (OMF) | 0.1 | $214k | NEW | 4.0k | 53.49 |
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| Natural Resource Partners Com Unit Ltd Par (NRP) | 0.1 | $206k | NEW | 1.7k | 121.00 |
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| Ardagh Metal Packaging S A SHS (AMBP) | 0.1 | $182k | 45k | 4.05 |
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| Stellantis SHS (STLA) | 0.1 | $106k | 15k | 7.09 |
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| Blend Labs Cl A (BLND) | 0.0 | $51k | 30k | 1.70 |
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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 2026 Q1 filed May 15, 2026
- 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