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Portfolio (Quarterly) Guide ↗

Hobart Private Capital, LLC

· CIK 0001767062
13F Portfolio $509M AUM 341 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 57 Added 42 Reduced 14 Exited
Page 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SUB ISHARES TR 16,436.0 $1.8M 0.34% -1K -6.0% $106.50 +0.1%
22 XLK SELECT SECTOR SPDR TR 11,774.0 $1.6M 0.31% -1K -9.7% $132.90 +44.6%
23 FLRN SPDR SERIES TRUST 50,213.0 $1.5M 0.30% -47K -48.2% $30.78 +0.1%
24 V VISA INC Financial Services 3,174.0 $959K 0.19% -2K -39.4% $302.24 +8.3%
25 MMLG FIRST TR EXCHNG TRADED FD VI 26,491.0 $830K 0.16% -1K -4.7% $31.35 +15.1%
26 MGC VANGUARD WORLD FD 3,286.0 $777K 0.15% -47K -93.5% $236.35 +15.6%
27 CGUS CAPITAL GROUP CORE EQUITY ET 14,697.0 $565K 0.11% -3K -17.1% $38.42 +14.7%
28 DGX QUEST DIAGNOSTICS INC Healthcare 2,757.0 $540K 0.11% -183.0 -6.2% $195.98 -1.2%
29 DIS DISNEY WALT CO Communication Services 4,467.0 $431K 0.09% -193.0 -4.1% $96.39 +6.3%
30 VUG VANGUARD INDEX FDS 913.0 $399K 0.08% -5.0 -0.5% $436.91 -80.3%
31 CWB SPDR SERIES TRUST 4,220.0 $386K 0.08% -5K -52.6% $91.52 +20.7%
32 EFG ISHARES TR 3,295.0 $367K 0.07% -45.0 -1.4% $111.37 +12.6%
33 EFV ISHARES TR 4,889.0 $363K 0.07% -1K -19.5% $74.35 +3.3%
34 ABBV ABBVIE INC Healthcare 1,588.0 $345K 0.07% -26.0 -1.6% $217.53 +5.7%
35 ADBE ADOBE INC Technology 1,379.0 $335K 0.07% -3K -69.0% $243.08 -19.8%
36 GE GE AEROSPACE Industrials 1,050.0 $298K 0.06% -2K -59.4% $283.77 +25.1%
37 QUAL ISHARES TR 1,461.0 $280K 0.06% -363.0 -19.9% $191.81 +12.5%
38 LHX L3HARRIS TECHNOLOGIES INC Industrials 771.0 $266K 0.05% -22.0 -2.8% $345.19 -17.2%
39 HD HOME DEPOT INC Consumer Cyclical 791.0 $260K 0.05% -66.0 -7.7% $328.89 -0.7%
40 IYW ISHARES TR 1,402.0 $254K 0.05% -232.0 -14.2% $181.42 +39.6%
Page 2 of 3  ·  42 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 43.1%
Technology 29.5%
Communication Services 10.0%
Consumer Cyclical 6.1%
Healthcare 4.5%
Consumer Defensive 1.9%
Energy 1.8%
Industrials 1.5%
Utilities 1.2%
Basic Materials 0.4%