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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 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPTS SPDR SERIES TRUST 133,082.0 $3.9M 0.76% +6K +4.7% $29.18 -0.8%
42 AMZN AMAZON COM INC Consumer Cyclical 17,985.0 $3.7M 0.74% +627.0 +3.6% $208.27 +11.8%
43 XAR SPDR SERIES TRUST 14,361.0 $3.6M 0.72% +2K +11.8% $253.98 +9.4%
44 FDD FIRST TR EXCHANGE-TRADED FD 177,046.0 $3.2M 0.62% $17.81 +9.9%
45 FGD FIRST TR EXCHANGE-TRADED FD 90,480.0 $2.9M 0.57% NEW $31.93 +3.7%
46 GOOGL ALPHABET INC Communication Services 9,276.0 $2.7M 0.52% +392.0 +4.4% $287.56 +21.6%
47 IVV ISHARES TR 4,082.0 $2.7M 0.52% -169.0 -4.0% $653.21 +14.5%
48 META META PLATFORMS INC Communication Services 4,512.0 $2.6M 0.51% -300.0 -6.2% $572.14 -1.4%
49 LLY ELI LILLY & CO Healthcare 2,608.0 $2.4M 0.47% $919.77 +20.0%
50 NOW SERVICENOW INC Technology 18,188.0 $1.9M 0.37% +4K +26.0% $104.55 -11.0%
51 AVGO BROADCOM INC Technology 6,068.0 $1.9M 0.37% +928.0 +18.1% $309.51 +26.7%
52 SUB ISHARES TR 16,436.0 $1.8M 0.34% -1K -6.0% $106.50 +0.1%
53 VCIT VANGUARD SCOTTSDALE FDS 19,282.0 $1.6M 0.31% +3K +15.7% $82.75 -0.6%
54 XLK SELECT SECTOR SPDR TR 11,774.0 $1.6M 0.31% -1K -9.7% $132.90 +44.6%
55 FLRN SPDR SERIES TRUST 50,213.0 $1.5M 0.30% -47K -48.2% $30.78 +0.1%
56 SNOW SNOWFLAKE INC Technology 9,527.0 $1.4M 0.28% +2K +26.4% $150.82 +50.2%
57 FSMB FIRST TR EXCH TRADED FD III 66,872.0 $1.3M 0.26% +10K +18.0% $19.96 +0.4%
58 FBCG FIDELITY COVINGTON TRUST 25,865.0 $1.3M 0.26% +689.0 +2.7% $50.12 +23.9%
59 SJNK SPDR SERIES TRUST 49,864.0 $1.2M 0.24% +3K +5.8% $24.98 +0.2%
60 WMT WALMART INC Consumer Defensive 9,584.0 $1.2M 0.23% +410.0 +4.5% $124.28 -5.7%
Page 3 of 7  ·  132 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%