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Portfolio (Quarterly) Guide ↗

Hobart Private Capital, LLC

· CIK 0001767062
13F Portfolio $512M AUM Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 129 New
Page 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPTS SPDR SERIES TRUST 127,055.0 $3.7M 0.73% NEW $29.28 -1.2%
42 META META PLATFORMS INC Communication Services 4,812.0 $3.2M 0.62% NEW $660.09 -14.6%
43 XAR SPDR SERIES TRUST 12,850.0 $3.1M 0.60% NEW $241.24 +15.2%
44 FDD FIRST TR EXCHANGE-TRADED FD 177,055.0 $3.1M 0.60% NEW $17.50 +11.9%
45 FLRN SPDR SERIES TRUST 96,899.0 $3.0M 0.58% NEW $30.73 +0.3%
46 IVV ISHARES TR 4,251.0 $2.9M 0.57% NEW $684.94 +9.2%
47 LLY ELI LILLY & CO Healthcare 2,600.0 $2.8M 0.55% NEW $1074.68 +2.7%
48 GOOGL ALPHABET INC Communication Services 8,884.0 $2.8M 0.54% NEW $313.00 +11.7%
49 KNG FIRST TR EXCHANGE-TRADED FD 50,708.0 $2.5M 0.49% NEW $49.15 +0.5%
50 NOW SERVICENOW INC Technology 14,430.0 $2.2M 0.43% NEW $153.19 -39.3%
51 XLK SELECT SECTOR SPDR TR 13,032.0 $1.9M 0.37% NEW $143.97 +33.5%
52 SUB ISHARES TR 17,480.0 $1.9M 0.36% NEW $106.70 -0.1%
53 V VISA INC Financial Services 5,237.0 $1.8M 0.36% NEW $350.71 -6.7%
54 AVGO BROADCOM INC Technology 5,140.0 $1.8M 0.35% NEW $346.10 +13.3%
55 SNOW SNOWFLAKE INC Technology 7,534.0 $1.7M 0.32% NEW $219.36 +3.3%
56 EMHC SPDR SERIES TRUST 62,462.0 $1.6M 0.31% NEW $25.46 -0.3%
57 ADBE ADOBE INC Technology 4,444.0 $1.6M 0.30% NEW $349.99 -44.3%
58 DASH DOORDASH INC Communication Services 6,701.0 $1.5M 0.30% NEW $226.48 -24.0%
59 VCIT VANGUARD SCOTTSDALE FDS 16,668.0 $1.4M 0.27% NEW $83.75 -1.7%
60 FBCG FIDELITY COVINGTON TRUST 25,176.0 $1.4M 0.27% NEW $54.84 +13.3%
Page 3 of 7  ·  129 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 41.7%
Technology 30.4%
Communication Services 10.4%
Healthcare 6.8%
Consumer Cyclical 6.1%
Consumer Defensive 1.4%
Industrials 1.2%
Energy 1.1%
Utilities 0.5%
Basic Materials 0.4%