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CIK: 0001971715
Total reported value
$156.7M
$156.7M
71 檔
41.9%
According to the latest 13F quarterly dataset, Hyperion Partners, LLC managed an equity portfolio of $156.7M at the end of Q1 2024, spanning 71 distinct U.S. exchange-listed positions.
During Q1 2024, Hyperion Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SDY, RWJ, QQQ) accounted for 41.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 16.21% | — | +3.31% | |
| 2 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 9.87% | — | +3.83% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.03% | — | +1.41% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.53% | — | +1.79% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 6.41% | — | +3.85% | |
| 6 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 5.33% | — | +4.53% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 5.09% | — | -0.85% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.05% | — | +3.59% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.93% | — | +1.86% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.21% | — | -2.44% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.20% | — | +10.52% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.15% | — | -0.90% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.44% | — | -2.90% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | — | -0.08% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.10% | — | -10.99% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | — | +18.10% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | — | -4.01% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | +8.58% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | — | +20.35% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | — | +3.71% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 0.60% | — | +0.02% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | — | -0.11% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | — | -1.97% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.52% | — | +0.31% | |
| 25 | A | Agilent Technologies Inc | Stock-Healthcare | 0.50% | — | +4.17% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.49% | — | +3.27% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.45% | — | -1.19% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.43% | — | +0.16% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | — | +14.34% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.39% | — | -2.14% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | — | -2.53% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | — | -10.41% | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.36% | — | -0.60% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | — | -1.36% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.35% | — | +26.37% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.34% | — | -0.06% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | — | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.30% | — | — | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.29% | — | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | — | +0.15% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | — | -6.92% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | — | -0.23% | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.25% | — | -2.44% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | — | +0.11% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.24% | — | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.22% | — | -0.33% | |
| 47 | IBHD | Ishares Ibonds 2024 H/y Inc | ETF-Other | 0.22% | — | — | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.21% | — | — | |
| 49 | BLKCHF | Blackrock Inc | Stock-Other | 0.21% | — | -2.81% | |
| 50 | VTWG | Vanguard Russell 2000 Growth | ETF-Small Cap | 0.20% | — | +0.14% |
According to official SEC Form 13F filings, Hyperion Partners, LLC reported a total U.S. public equity portfolio value of $156.7M across 71 disclosed positions in Q1 2024.
During Q1 2024, Hyperion Partners, LLC's top holdings by market value included SDY (16.2%)、RWJ (9.9%)、QQQ (9.0%). The largest single position, SDY, represented 16.2% of total portfolio value.
In Q1 2024, Hyperion Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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