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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CSCO CISCO SYS INC Technology 3,264.0 $253K 0.05% +517.0 +18.8% $77.59 +56.6%
122 DUK DUKE ENERGY CORP NEW Utilities 1,831.0 $240K 0.05% -35.0 -1.9% $130.90 -5.6%
123 VLO VALERO ENERGY CORP Energy 969.0 $239K 0.05% NEW $247.08 -4.4%
124 NFLX NETFLIX INC. Communication Services 2,406.0 $231K 0.04% +93.0 +4.0% $96.15 -24.2%
125 CGBL CAPITAL GROUP CORE BALANCED 6,700.0 $231K 0.04% +81.0 +1.2% $34.41 +10.3%
126 JPIB J P MORGAN EXCHANGE TRADED F 4,789.0 $229K 0.04% -2K -32.4% $47.82 +0.9%
127 ARKQ ARK ETF TR 2,023.0 $227K 0.04% NEW $112.45 +15.6%
128 ETN EATON CORP PLC Industrials 623.0 $223K 0.04% NEW $357.67 +21.8%
129 NOC NORTHROP GRUMMAN CORP Industrials 325.0 $222K 0.04% NEW $682.24 -25.6%
130 SO SOUTHERN CO Utilities 2,206.0 $213K 0.04% NEW $96.54 -3.2%
131 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 208.0 $207K 0.04% NEW $996.43 -4.5%
132 MUNI PIMCO ETF TR 3,928.0 $205K 0.04% NEW $52.19 +0.6%
Page 7 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%