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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DASH DOORDASH INC Communication Services 7,734.0 $1.2M 0.23% +1K +15.4% $150.15 +14.6%
62 QQQ INVESCO QQQ TR Financial Services 2,009.0 $1.2M 0.23% +18.0 +0.9% $577.18 +27.9%
63 FMB FIRST TR EXCH TRADED FD III 20,463.0 $1.0M 0.20% +3K +19.4% $50.66 +1.4%
64 JPM JPMORGAN CHASE & CO Financial Services 3,506.0 $1.0M 0.20% +131.0 +3.9% $294.16 +12.7%
65 MA MASTERCARD INCORPORATED Financial Services 2,044.0 $1.0M 0.20% +705.0 +52.6% $499.66 -3.1%
66 FMHI FIRST TR EXCH TRADED FD III 21,225.0 $1.0M 0.20% +3K +15.5% $47.54 +1.9%
67 TSLA TESLA INC Consumer Cyclical 2,624.0 $975K 0.19% +125.0 +5.0% $371.75 +9.0%
68 V VISA INC Financial Services 3,174.0 $959K 0.19% -2K -39.4% $302.24 +8.3%
69 VIG VANGUARD SPECIALIZED FUNDS 4,380.0 $942K 0.18% $215.06 +9.5%
70 HFSI HARTFORD FDS EXCHANGE TRADED 26,668.0 $926K 0.18% $34.72 +1.5%
71 DDOG DATADOG INC Technology 7,542.0 $890K 0.17% NEW $118.05 +87.5%
72 GOOG ALPHABET INC Communication Services 2,999.0 $860K 0.17% +624.0 +26.3% $286.86 +21.6%
73 MMLG FIRST TR EXCHNG TRADED FD VI 26,491.0 $830K 0.16% -1K -4.7% $31.35 +15.1%
74 AMD ADVANCED MICRO DEVICES INC Technology 4,064.0 $827K 0.16% +316.0 +8.4% $203.43 +171.2%
75 UBER UBER TECHNOLOGIES INC Technology 11,432.0 $822K 0.16% +4K +61.2% $71.93 -0.7%
76 MGC VANGUARD WORLD FD 3,286.0 $777K 0.15% -47K -93.5% $236.35 +15.6%
77 BIL SPDR SERIES TRUST 7,759.0 $711K 0.14% +374.0 +5.1% $91.64 -0.1%
78 VOOG VANGUARD ADMIRAL FDS INC 1,717.0 $700K 0.14% $407.69 -79.8%
79 YLD PRINCIPAL EXCHANGE TRADED FD 36,696.0 $696K 0.14% $18.96 +0.5%
80 XOM EXXON MOBIL CORP Energy 4,041.0 $686K 0.14% +228.0 +6.0% $169.68 -18.8%
Page 4 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%