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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 2,428.0 $1.1M 0.18% -279.0 -10.3% $433.33 -28.4%
22 VFQY VANGUARD WELLINGTON FD 6,034.0 $1.0M 0.18% -41K -87.3% $170.29 +4.4%
23 MA MASTERCARD INCORPORATED Financial Services 1,926.0 $989K 0.17% -118.0 -5.8% $513.60 +16.8%
24 TSLA TESLA INC Consumer Cyclical 2,319.0 $975K 0.17% -305.0 -11.6% $420.60 -17.0%
25 HFSI HARTFORD FDS EXCHANGE TRADED 25,876.0 $910K 0.16% -792.0 -3.0% $35.16 -0.6%
26 YLD PRINCIPAL EXCHANGE TRADED FD 35,522.0 $678K 0.12% -1K -3.2% $19.08 -0.6%
27 DGX QUEST DIAGNOSTICS INC Healthcare 2,703.0 $573K 0.10% -54.0 -2.0% $211.95 +15.1%
28 MGC VANGUARD WORLD FD 1,777.0 $486K 0.08% -2K -45.9% $273.63 +2.1%
29 CWB SPDR SERIES TRUST 3,796.0 $409K 0.07% -424.0 -10.1% $107.82 -4.8%
30 DIS DISNEY WALT CO Communication Services 4,235.0 $408K 0.07% -232.0 -5.2% $96.26 +14.9%
31 ABBV ABBVIE INC Healthcare 1,511.0 $380K 0.07% -77.0 -4.8% $251.70 +5.1%
32 VHT VANGUARD WORLD FD 968.0 $289K 0.05% -231.0 -19.3% $299.01 +9.5%
33 NJR NEW JERSEY RES CORP Utilities 5,090.0 $285K 0.05% -105.0 -2.0% $56.04 -4.1%
34 CVX CHEVRON CORPORATION Energy 1,623.0 $269K 0.05% -255.0 -13.6% $165.72 +22.5%
35 IYW ISHARES TR 1,036.0 $261K 0.04% -366.0 -26.1% $252.23 -3.2%
36 HD HOME DEPOT INC Consumer Cyclical 702.0 $248K 0.04% -89.0 -11.2% $352.68 -4.3%
37 CGBL CAPITAL GROUP CORE BALANCED 6,138.0 $233K 0.04% -562.0 -8.4% $37.96 +0.6%
38 LOW LOWES COS INC Consumer Cyclical 1,014.0 $224K 0.04% -74.0 -6.8% $220.57 -1.6%
39 EFG ISHARES TR 1,731.0 $215K 0.04% -2K -47.5% $124.42 +0.5%
40 LHX L3HARRIS TECHNOLOGIES INC Industrials 733.0 $213K 0.04% -38.0 -4.9% $290.63 -9.6%
Page 2 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%