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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RDVY FIRST TR EXCHANGE TRADED FD 428,601.0 $34.7M 5.96% -88K -17.0% $81.06 +1.1%
2 SPYV SPDR SERIES TRUST 247,956.0 $15.1M 2.59% -62K -19.9% $60.79 +4.5%
3 FVD FIRST TR EXCHANGE-TRADED FD 278,240.0 $13.4M 2.30% -78K -21.9% $48.18 +5.2%
4 XSD SPDR SERIES TRUST 20,157.0 $12.6M 2.16% -13K -39.7% $623.70 -20.1%
5 SPEM SPDR INDEX SHS FDS 197,303.0 $10.2M 1.75% -89K -31.0% $51.78 +1.2%
6 NVDA NVIDIA CORPORATION Technology 38,304.0 $7.7M 1.31% -3K -6.7% $200.09 +7.3%
7 SPTL SPDR SERIES TRUST 275,378.0 $7.2M 1.24% -25K -8.3% $26.23 -4.3%
8 TDIV FIRST TR EXCHANGE TRADED FD 59,030.0 $6.8M 1.16% -3K -4.3% $114.88 -0.2%
9 QEFA SPDR INDEX SHS FDS 52,770.0 $5.1M 0.87% -76K -58.9% $96.02 +6.3%
10 DIAL COLUMBIA ETF TR I 240,211.0 $4.4M 0.75% -141K -37.0% $18.17 -1.3%
11 SPHY SPDR SERIES TRUST 185,103.0 $4.3M 0.74% -1K -0.7% $23.44 -0.6%
12 AMZN AMAZON COM INC Consumer Cyclical 16,283.0 $3.9M 0.67% -2K -9.5% $238.34 +8.5%
13 MSFT MICROSOFT CORP Technology 10,015.0 $3.7M 0.64% -800.0 -7.4% $373.02 +29.5%
14 AVGO BROADCOM INC Technology 6,019.0 $2.3M 0.39% -49.0 -0.8% $377.75 -2.5%
15 IVV ISHARES TR 2,923.0 $2.2M 0.38% -1K -28.4% $748.89 +2.7%
16 META META PLATFORMS INC Communication Services 3,859.0 $2.2M 0.37% -653.0 -14.5% $563.32 -2.4%
17 XLK SELECT SECTOR SPDR TR 8,095.0 $1.5M 0.27% -4K -31.2% $190.52 -3.8%
18 FLRN SPDR SERIES TRUST 44,702.0 $1.4M 0.24% -6K -11.0% $30.85 -0.1%
19 SUB ISHARES TR 11,454.0 $1.2M 0.21% -5K -30.3% $106.47 -0.2%
20 WMT WALMART INC Consumer Defensive 9,470.0 $1.1M 0.18% -114.0 -1.2% $113.26 -8.4%
Page 1 of 2  ·  40 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%