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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GRID FIRST TR EXCHANGE-TRADED FD 65,232.0 $12.5M 2.15% NEW $191.75 -5.6%
2 SPBO SPDR SERIES TRUST 307,667.0 $8.9M 1.53% NEW $29.04 -2.2%
3 WCMI FIRST TR EXCHANGE-TRADED FD 294,004.0 $5.8M 0.99% NEW $19.57 +1.2%
4 LALT FIRST TR EXCHNG TRADED FD VI 186,939.0 $4.5M 0.77% NEW $24.03 +2.0%
5 BNDX VANGUARD CHARLOTTE FDS 80,586.0 $3.9M 0.67% NEW $48.43 -1.6%
6 MU MICRON TECHNOLOGY INC Technology 544.0 $628K 0.11% NEW $1154.29 -16.2%
7 PBTP INVESCO EXCH TRADED FD TR II 19,294.0 $495K 0.09% NEW $25.66 +0.4%
8 ADI ANALOG DEVICES INC Technology 1,195.0 $475K 0.08% NEW $397.17 -6.1%
9 BOND PIMCO ETF TR 4,659.0 $430K 0.07% NEW $92.21 -1.9%
10 INTC INTEL CORP Technology 2,961.0 $413K 0.07% NEW $139.63 -35.5%
11 IEF ISHARES TR 3,906.0 $369K 0.06% NEW $94.57 -1.9%
12 AMAT APPLIED MATLS INC Technology 400.0 $289K 0.05% NEW $723.00 -31.9%
13 GS GOLDMAN SACHS GROUP INC Financial Services 280.0 $283K 0.05% NEW $1011.37 +2.8%
14 PANW PALO ALTO NETWORKS INC Technology 700.0 $239K 0.04% NEW $341.02 +4.9%
15 KLAC KLA CORP Technology 776.0 $234K 0.04% NEW $301.71 -39.0%
16 VTV VANGUARD INDEX FDS 1,063.0 $232K 0.04% NEW $217.93 +3.9%
17 CRWD CROWDSTRIKE HLDGS INC Technology 295.0 $225K 0.04% NEW $190.79 +0.6%
18 C CITIGROUP INC Financial Services 1,587.0 $222K 0.04% NEW $139.96 -5.9%
19 KO COCA COLA CO Consumer Defensive 2,682.0 $218K 0.04% NEW $81.26 +12.1%

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%