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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSCO CISCO SYS INC Technology 3,667.0 $431K 0.07% +403.0 +12.3% $117.46 -5.5%
102 BOND PIMCO ETF TR 4,659.0 $430K 0.07% NEW $92.21 -1.9%
103 IVOV VANGUARD ADMIRAL FDS INC 3,756.0 $428K 0.07% $114.07 +0.9%
104 USMV ISHARES TR 4,325.0 $417K 0.07% +152.0 +3.6% $96.46 +4.9%
105 INTC INTEL CORP Technology 2,961.0 $413K 0.07% NEW $139.63 -35.5%
106 CWB SPDR SERIES TRUST 3,796.0 $409K 0.07% -424.0 -10.1% $107.82 -3.8%
107 DIS DISNEY WALT CO Communication Services 4,235.0 $408K 0.07% -232.0 -5.2% $96.26 +12.0%
108 VTI VANGUARD INDEX FDS 1,033.0 $382K 0.07% +20.0 +2.0% $370.04 +2.2%
109 JNJ JOHNSON & JOHNSON Healthcare 1,499.0 $381K 0.07% +269.0 +21.9% $253.97 +6.4%
110 ABBV ABBVIE INC Healthcare 1,511.0 $380K 0.07% -77.0 -4.8% $251.70 +5.3%
111 IEF ISHARES TR 3,906.0 $369K 0.06% NEW $94.57 -1.9%
112 PM PHILIP MORRIS INTL INC Consumer Defensive 2,037.0 $369K 0.06% +382.0 +23.1% $180.91 +4.0%
113 QUAL ISHARES TR 1,595.0 $350K 0.06% +134.0 +9.2% $219.43 +1.7%
114 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 358.0 $335K 0.06% +150.0 +72.1% $935.47 +1.3%
115 VXUS VANGUARD STAR FDS 3,834.0 $328K 0.06% $85.49 +2.6%
116 QUS SPDR SERIES TRUST 1,747.0 $326K 0.06% $186.86 +4.2%
117 T AT&T INC Communication Services 15,611.0 $323K 0.06% +1K +7.8% $20.70 +22.3%
118 MRK MERCK & CO INC Healthcare 2,378.0 $306K 0.05% +159.0 +7.2% $128.49 +18.7%
119 VHT VANGUARD WORLD FD 968.0 $289K 0.05% -231.0 -19.3% $299.01 +9.6%
120 AMAT APPLIED MATLS INC Technology 400.0 $289K 0.05% NEW $723.00 -31.9%
Page 6 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%