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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHOP SHOPIFY INC Technology 5,427.0 $644K 0.13% NEW $118.62 -9.0%
82 IVOG VANGUARD ADMIRAL FDS INC 4,738.0 $592K 0.12% $125.03 +16.0%
83 LRCX LAM RESEARCH CORP Technology 2,707.0 $578K 0.11% NEW $213.66 +91.7%
84 CGUS CAPITAL GROUP CORE EQUITY ET 14,697.0 $565K 0.11% -3K -17.1% $38.42 +14.7%
85 DGX QUEST DIAGNOSTICS INC Healthcare 2,757.0 $540K 0.11% -183.0 -6.2% $195.98 -1.2%
86 DIS DISNEY WALT CO Communication Services 4,467.0 $431K 0.09% -193.0 -4.1% $96.39 +6.3%
87 T AT&T INC Communication Services 14,479.0 $420K 0.08% +2K +19.0% $28.99 -23.8%
88 BAC BANK AMERICA CORP Financial Services 8,449.0 $412K 0.08% +261.0 +3.2% $48.75 +17.7%
89 BERKSHIRE HATHAWAY INC DEL 854.0 $409K 0.08% +159.0 +22.9% $479.20
90 VUG VANGUARD INDEX FDS 913.0 $399K 0.08% -5.0 -0.5% $436.91 -80.3%
91 CVX CHEVRON CORPORATION Energy 1,878.0 $389K 0.08% +156.0 +9.1% $206.94 -15.4%
92 USMV ISHARES TR 4,173.0 $387K 0.08% $92.74 +1.7%
93 CWB SPDR SERIES TRUST 4,220.0 $386K 0.08% -5K -52.6% $91.52 +20.7%
94 IVOV VANGUARD ADMIRAL FDS INC 3,756.0 $383K 0.07% $101.95 +10.0%
95 EFG ISHARES TR 3,295.0 $367K 0.07% -45.0 -1.4% $111.37 +12.6%
96 EFV ISHARES TR 4,889.0 $363K 0.07% -1K -19.5% $74.35 +3.3%
97 VOO VANGUARD INDEX FDS 601.0 $359K 0.07% $597.55 +14.8%
98 NEM NEWMONT CORP Basic Materials 3,234.0 $350K 0.07% +31.0 +1.0% $108.25 -6.0%
99 ABBV ABBVIE INC Healthcare 1,588.0 $345K 0.07% -26.0 -1.6% $217.53 +5.7%
100 SPOT SPOTIFY TECHNOLOGY S A Communication Services 698.0 $338K 0.07% NEW $484.91 -5.3%
Page 5 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%