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Portfolio (Quarterly) Guide ↗

Hobart Private Capital, LLC

· CIK 0001767062
13F Portfolio $583M AUM 296 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 70 Added 40 Reduced 14 Exited
Page 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FMB FIRST TR EXCH TRADED FD III 25,901.0 $1.3M 0.23% +5K +26.6% $51.37 -2.3%
42 FMHI FIRST TR EXCH TRADED FD III 26,834.0 $1.3M 0.22% +6K +26.4% $48.49 -2.3%
43 SHOP SHOPIFY INC Technology 11,384.0 $1.3M 0.22% +6K +109.8% $114.18 +30.7%
44 MUNI PIMCO ETF TR 22,515.0 $1.2M 0.20% +19K +473.2% $52.60 -1.7%
45 V VISA INC Financial Services 3,353.0 $1.2M 0.20% +179.0 +5.6% $343.09 +8.1%
46 GOOG ALPHABET INC 3,085.0 $1.1M 0.19% +86.0 +2.9% $353.33
47 VIG VANGUARD SPECIALIZED FUNDS 4,493.0 $1.1M 0.18% +113.0 +2.6% $236.62 +3.1%
48 UBER UBER TECHNOLOGIES INC Technology 12,998.0 $938K 0.16% +2K +13.7% $72.16 +9.2%
49 VOOG VANGUARD ADMIRAL FDS INC 10,302.0 $851K 0.15% +9K +500.0% $82.62 +1.0%
50 BIL SPDR SERIES TRUST 8,107.0 $743K 0.13% +348.0 +4.5% $91.64 -0.0%
51 CGUS CAPITAL GROUP CORE EQUITY ET 15,453.0 $687K 0.12% +756.0 +5.1% $44.48 +1.5%
52 ARKQ ARK ETF TR 4,797.0 $634K 0.11% +3K +137.1% $132.22 -5.0%
53 XOM EXXON MOBIL CORP Energy 4,349.0 $595K 0.10% +308.0 +7.6% $136.72 +20.8%
54 BAC BANK AMERICA CORP Financial Services 9,575.0 $546K 0.09% +1K +13.3% $56.98 +8.3%
55 BERKSHIRE HATHAWAY INC DEL 1,042.0 $521K 0.09% +188.0 +22.0% $500.39
56 VUG VANGUARD INDEX FDS 5,563.0 $479K 0.08% +5K +509.3% $86.14 +1.6%
57 CAT CATERPILLAR INC Industrials 448.0 $477K 0.08% +65.0 +17.0% $1064.90 -22.3%
58 VOO VANGUARD INDEX FDS 665.0 $457K 0.08% +64.0 +10.7% $686.81 +2.5%
59 GEV GE VERNOVA INC Utilities 385.0 $452K 0.08% +76.0 +24.6% $1174.86 -18.6%
60 GE GE AEROSPACE Industrials 1,198.0 $448K 0.08% +148.0 +14.1% $373.73 -6.8%
Page 3 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 51.3%
Technology 29.6%
Communication Services 6.4%
Consumer Cyclical 4.5%
Healthcare 4.1%
Consumer Defensive 1.7%
Industrials 1.2%
Energy 0.7%
Utilities 0.6%