HP
Hyperion Partners, LLC Historical SEC 13F Holdings & Archive (Q3 2024)
Hyperion Partners, LLCCIK: 0001971715
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$156.7M
Reporting period: 2024-09-30 · Number of holdings: 73
Hyperion Partners, LLC disclosed 73 holdings in its latest 13F filing for the period ending 2024-09-30, with total reported value of $156.7M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 28.21
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 64.88
- Diversification
- 100
- Sizing Uniformity
- 79.49
Hyperion Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.071 — mathematically equivalent to about 14 equally-sized positions, well below its 73 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.05), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 21% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 16.79% | — | +5.42% | |
| 2 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 10.17% | — | +4.46% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.63% | — | +5.66% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.78% | — | +5.23% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 6.46% | — | +6.23% | |
| 6 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 5.21% | — | +3.98% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 5.14% | — | +4.58% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 4.91% | — | +3.28% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 4.00% | — | +5.87% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.73% | — | -0.10% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.84% | — | +4.59% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.79% | — | -0.35% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.53% | — | +8.24% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | — | +1.81% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.14% | — | +2.59% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | — | -0.20% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | — | -0.42% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | -1.45% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | — | +22.12% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | +0.35% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 0.60% | — | -0.35% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.52% | — | — | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.49% | — | +7.36% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | — | +0.31% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | — | -1.43% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | — | -0.56% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | — | -1.10% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.39% | — | +8.20% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.35% | — | -0.67% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | — | +22.07% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.30% | — | -17.87% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | — | -0.84% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | — | -1.59% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.29% | — | -0.54% | |
| 35 | PAYX | Paychex Inc | Stock-Tech | 0.29% | — | -0.83% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | — | -1.94% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.28% | — | -0.27% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | — | -0.28% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | — | +0.05% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.24% | — | -4.68% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.24% | — | -7.92% | |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.23% | — | -1.50% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | — | -4.66% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | — | -2.59% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.23% | — | — | |
| 46 | IGHG | Proshares Ig Hedged | ETF-Other | 0.23% | — | +0.99% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.21% | — | -0.94% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.20% | — | +11.37% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | — | -0.27% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | — | -0.19% |
1–50 of 73
Portfolio Performance
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+18.6%
- Stdev
- +11%
- Beta
- +0.78
- Alpha
- +0.1%
- Max Drawdown
- -7.4%
- Annualized Perf
- +16.1%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +2.7
- Stutzer
- +0.41
- Treynor
- +0.2
- Sterling
- +1.05
- Calmar
- +2.18
- Information Ratio
- -0.83
- Tracking Error
- +5.3%
- Stdev Down
- +5.8%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +27.5%
- Worst 12 Months
- +6.3%
- Efficiency Ratio
- +0.55
- Sharpe
- +1.42
- Stdev Sectors
- +10.8%
- Skewness
- -0.21
- Kurtosis
- -0.53
- Upside Potential
- +4.32
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Hyperion Partners, LLC and what type of investor is it?
Hyperion Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-09-30), the firm manages a tracked equity portfolio valued at approximately $156.7M, spread across 73 disclosed positions.
What are Hyperion Partners, LLC's largest equity positions?
Based on the latest 13F filing, Hyperion Partners, LLC's top holdings by market value are:
1. Ss Spdr S&p Dividend ETF (SDY) — $26.3M (16.8%)
2. Invesco S&p Smallcap 600 (RWJ) — $15.9M (10.2%)
3. Invesco Qqq Trust Series 1 (QQQ) — $15.1M (9.6%)
4. Vanguard Total Intl Stock (VXUS) — $10.6M (6.8%)
5. Vanguard Mid-cap Growth ETF (VOT) — $10.1M (6.5%)
What changes did Hyperion Partners, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Hyperion Partners, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Hyperion Partners, LLC focus on?
Hyperion Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 38.7%
• Health Care: 18.6%
• Financials: 9.7%
• Consumer Discretionary: 9.0%
• Energy: 6.7%
• Communication Services: 6.7%
Investment Profile
Hyperion Partners, LLC returned an annualized 16.1% over the trailing 36 months — outperforming the S&P 500 by 0.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.78 (less volatile than the market) and a 36% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 38.7% of the portfolio concentrated in Information Technology.
It has added to its SDY position over the past two quarters (+$4.2M, now $26.3M), while trimming CVX over the same stretch (-$40.3K, still holding $549.4K).
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Developer Access
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