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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 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CIBR FIRST TR EXCHANGE-TRADED FD 106,622.0 $9.6M 1.64% +2K +1.9% $89.85 +4.1%
22 AIQ GLOBAL X FDS 138,982.0 $9.1M 1.56% +2K +1.3% $65.61 -4.6%
23 SPBO SPDR SERIES TRUST 307,667.0 $8.9M 1.53% NEW $29.04 -2.0%
24 VEA VANGUARD TAX-MANAGED FDS 123,023.0 $8.8M 1.50% +3K +2.3% $71.25 +2.6%
25 VFMO VANGUARD WELLINGTON FD 32,338.0 $8.1M 1.38% +292.0 +0.9% $249.51 -8.3%
26 NVDA NVIDIA CORPORATION Technology 38,304.0 $7.7M 1.31% -3K -6.7% $200.09 +5.1%
27 SPTL SPDR SERIES TRUST 275,378.0 $7.2M 1.24% -25K -8.3% $26.23 -3.6%
28 MUB ISHARES TR 64,424.0 $6.9M 1.19% +12K +23.1% $107.62 -2.0%
29 VMBS VANGUARD SCOTTSDALE FDS 145,496.0 $6.8M 1.17% $46.81 -1.2%
30 TDIV FIRST TR EXCHANGE TRADED FD 59,030.0 $6.8M 1.16% -3K -4.3% $114.88 -0.9%
31 EMLP FIRST TR EXCHANGE-TRADED FD 153,868.0 $6.7M 1.15% +3K +1.9% $43.50 +0.8%
32 FID FIRST TR EXCHANGE TRADED FD 302,122.0 $6.5M 1.11% +8K +2.6% $21.46 +7.9%
33 WCMI FIRST TR EXCHANGE-TRADED FD 294,004.0 $5.8M 0.99% NEW $19.57 +0.2%
34 USFR WISDOMTREE TR 113,483.0 $5.7M 0.98% +3K +3.0% $50.35 +0.3%
35 AAPL APPLE INC Technology 18,937.0 $5.5M 0.94% +1K +6.8% $289.36 +7.6%
36 QEFA SPDR INDEX SHS FDS 52,770.0 $5.1M 0.87% -76K -58.9% $96.02 +6.1%
37 XAR SPDR SERIES TRUST 17,531.0 $5.0M 0.85% +3K +22.1% $283.79 -6.0%
38 PAAA PGIM ETF TR 92,966.0 $4.8M 0.82% +3K +3.2% $51.27 +0.4%
39 LALT FIRST TR EXCHNG TRADED FD VI 186,939.0 $4.5M 0.77% NEW $24.03 +1.2%
40 DIAL COLUMBIA ETF TR I 240,211.0 $4.4M 0.75% -141K -37.0% $18.17 -1.1%
Page 2 of 7  ·  137 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%