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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 3 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPHY SPDR SERIES TRUST 185,103.0 $4.3M 0.74% -1K -0.7% $23.44 -0.6%
42 SPTS SPDR SERIES TRUST 138,224.0 $4.0M 0.69% +5K +3.9% $29.01 -0.2%
43 BNDX VANGUARD CHARLOTTE FDS 80,586.0 $3.9M 0.67% NEW $48.43 -1.6%
44 AMZN AMAZON COM INC Consumer Cyclical 16,283.0 $3.9M 0.67% -2K -9.5% $238.34 +8.5%
45 MSFT MICROSOFT CORP Technology 10,015.0 $3.7M 0.64% -800.0 -7.4% $373.02 +29.5%
46 GOOGL ALPHABET INC Communication Services 9,362.0 $3.3M 0.57% +86.0 +0.9% $357.37 -3.5%
47 FDD FIRST TR EXCHANGE-TRADED FD 178,103.0 $3.3M 0.57% +1K +0.6% $18.55 +10.2%
48 LLY ELI LILLY & CO Healthcare 2,719.0 $3.3M 0.56% +111.0 +4.3% $1199.43 +4.6%
49 FGD FIRST TR EXCHANGE-TRADED FD 96,227.0 $3.1M 0.53% +6K +6.3% $31.99 +11.5%
50 AMD ADVANCED MICRO DEVICES INC Technology 4,825.0 $2.8M 0.48% +761.0 +18.7% $580.91 -18.5%
51 SNOW SNOWFLAKE INC Technology 10,803.0 $2.7M 0.47% +1K +13.4% $254.50 +30.8%
52 FLMI FRANKLIN TEMPLETON ETF TR 92,311.0 $2.3M 0.40% +79K +608.3% $25.17 -2.3%
53 AVGO BROADCOM INC Technology 6,019.0 $2.3M 0.39% -49.0 -0.8% $377.75 -2.5%
54 IVV ISHARES TR 2,923.0 $2.2M 0.38% -1K -28.4% $748.89 +2.7%
55 DDOG DATADOG INC Technology 8,369.0 $2.2M 0.37% +827.0 +11.0% $260.36 -9.5%
56 META META PLATFORMS INC Communication Services 3,859.0 $2.2M 0.37% -653.0 -14.5% $563.32 -2.4%
57 NOW SERVICENOW INC Technology 19,521.0 $1.9M 0.33% +1K +7.3% $99.28 +29.4%
58 VCIT VANGUARD SCOTTSDALE FDS 21,595.0 $1.8M 0.31% +2K +12.0% $82.65 -1.9%
59 FSMB FIRST TR EXCH TRADED FD III 86,093.0 $1.7M 0.29% +19K +28.7% $19.99 -0.6%
60 FBCG FIDELITY COVINGTON TRUST 26,662.0 $1.7M 0.28% +797.0 +3.1% $62.11 -0.9%
Page 3 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%