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CIK: 0001971715
Total reported value
$156.7M
$156.7M
71 檔
43.5%
The Q2 2024 SEC filing reveals that Hyperion Partners, LLC held a total portfolio value of $156.7M, covering 71 public equity positions.
During Q2 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, QQQ, RWJ) accounted for 43.5% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 15.95% | — | +4.19% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.00% | — | +5.31% | |
| 3 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 9.54% | — | +6.00% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.71% | — | +5.55% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 6.41% | — | +5.42% | |
| 6 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 5.42% | — | +5.50% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.08% | — | +3.81% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 4.98% | — | +1.81% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 3.84% | — | +5.44% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.78% | — | -1.65% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.99% | — | -13.01% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.83% | — | -0.17% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.48% | — | +0.20% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | — | +980.33% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.20% | — | +3.44% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | — | +2.78% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | — | -3.53% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | +1.02% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | — | -2.92% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | — | +9.46% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 0.57% | — | +0.35% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.49% | — | +6.04% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | — | +0.23% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | — | +0.84% | |
| 25 | A | Agilent Technologies Inc | Stock-Healthcare | 0.43% | — | +0.49% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | — | -3.47% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.42% | — | +0.45% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | — | +0.62% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | — | +0.74% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.37% | — | -1.35% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.36% | — | +0.43% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | — | +0.76% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | — | +33.43% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.30% | — | +0.55% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | — | -3.43% | |
| 36 | PAYX | Paychex Inc | Stock-Tech | 0.29% | — | +2.36% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.28% | — | +56.02% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.26% | — | +2.71% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.26% | — | — | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.26% | — | +5.03% | |
| 41 | IGHG | Proshares Ig Hedged | ETF-Other | 0.25% | — | +69.93% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | — | +9.72% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.25% | — | +0.45% | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.25% | — | +1.26% | |
| 45 | ACN | Accenture plc | Stock-Tech | 0.25% | — | +0.53% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.24% | — | +1.47% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | — | +11.27% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | -53.81% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | — | -5.03% | |
| 50 | P | Everpure Inc-a | Stock-Tech | 0.23% | — | — |
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 Q2 2024.
During Q2 2024, Hyperion Partners, LLC's top holdings by market value included SDY (15.9%)、QQQ (10.0%)、RWJ (9.5%). The largest single position, SDY, represented 15.9% of total portfolio value.
In Q2 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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