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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CSCO CISCO SYS INC Technology 3,667.0 $431K 0.07% +403.0 +12.3% $117.46 -5.5%
62 USMV ISHARES TR 4,325.0 $417K 0.07% +152.0 +3.6% $96.46 +4.9%
63 VTI VANGUARD INDEX FDS 1,033.0 $382K 0.07% +20.0 +2.0% $370.04 +2.2%
64 JNJ JOHNSON & JOHNSON Healthcare 1,499.0 $381K 0.07% +269.0 +21.9% $253.97 +6.4%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 2,037.0 $369K 0.06% +382.0 +23.1% $180.91 +4.0%
66 QUAL ISHARES TR 1,595.0 $350K 0.06% +134.0 +9.2% $219.43 +1.7%
67 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 358.0 $335K 0.06% +150.0 +72.1% $935.47 +1.3%
68 T AT&T INC Communication Services 15,611.0 $323K 0.06% +1K +7.8% $20.70 +22.3%
69 MRK MERCK & CO INC Healthcare 2,378.0 $306K 0.05% +159.0 +7.2% $128.49 +18.7%
70 PLTR PALANTIR TECHNOLOGIES INC Technology 2,336.0 $273K 0.05% +190.0 +8.8% $116.67 +54.2%
Page 4 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%