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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QQQ INVESCO QQQ TR Financial Services 2,126.0 $1.6M 0.27% +117.0 +5.8% $736.40 -3.1%
62 XLK SELECT SECTOR SPDR TR 8,095.0 $1.5M 0.27% -4K -31.2% $190.52 -3.8%
63 DASH DOORDASH INC Communication Services 7,779.0 $1.4M 0.25% +45.0 +0.6% $184.53 +21.1%
64 FLRN SPDR SERIES TRUST 44,702.0 $1.4M 0.24% -6K -11.0% $30.85 -0.1%
65 SJNK SPDR SERIES TRUST 53,213.0 $1.3M 0.23% +3K +6.7% $25.03 -0.6%
66 FMB FIRST TR EXCH TRADED FD III 25,901.0 $1.3M 0.23% +5K +26.6% $51.37 -2.3%
67 FMHI FIRST TR EXCH TRADED FD III 26,834.0 $1.3M 0.22% +6K +26.4% $48.49 -2.3%
68 SHOP SHOPIFY INC Technology 11,384.0 $1.3M 0.22% +6K +109.8% $114.18 +30.7%
69 SUB ISHARES TR 11,454.0 $1.2M 0.21% -5K -30.3% $106.47 -0.2%
70 MUNI PIMCO ETF TR 22,515.0 $1.2M 0.20% +19K +473.2% $52.60 -1.7%
71 JPM JPMORGAN CHASE & CO Financial Services 3,519.0 $1.2M 0.20% $327.33 +7.4%
72 V VISA INC Financial Services 3,353.0 $1.2M 0.20% +179.0 +5.6% $343.09 +8.1%
73 GOOG ALPHABET INC 3,085.0 $1.1M 0.19% +86.0 +2.9% $353.33
74 WMT WALMART INC Consumer Defensive 9,470.0 $1.1M 0.18% -114.0 -1.2% $113.26 -8.4%
75 VIG VANGUARD SPECIALIZED FUNDS 4,493.0 $1.1M 0.18% +113.0 +2.6% $236.62 +3.1%
76 LRCX LAM RESEARCH CORP Technology 2,428.0 $1.1M 0.18% -279.0 -10.3% $433.33 -27.5%
77 VFQY VANGUARD WELLINGTON FD 6,034.0 $1.0M 0.18% -41K -87.3% $170.29 +4.7%
78 MA MASTERCARD INCORPORATED Financial Services 1,926.0 $989K 0.17% -118.0 -5.8% $513.60 +13.1%
79 TSLA TESLA INC Consumer Cyclical 2,319.0 $975K 0.17% -305.0 -11.6% $420.60 -13.7%
80 UBER UBER TECHNOLOGIES INC Technology 12,998.0 $938K 0.16% +2K +13.7% $72.16 +9.2%
Page 4 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%