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Portfolio (Quarterly) Guide ↗

Hobbs Group Advisors, LLC

· CIK 0002012280
13F Portfolio $380M AUM 205 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 49 Added 52 Reduced 7 Exited
Page 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 568,941.0 $28.7M 7.54% -6K -1.0% $50.39 +2.8%
2 ROE EA SERIES TRUST 664,406.0 $28.3M 7.45% -4K -0.5% $42.63 +2.1%
3 SPYM SPDR SERIES TRUST 186,649.0 $16.4M 4.32% -3K -1.8% $87.88 +3.0%
4 IEMG ISHARES INC 187,713.0 $15.6M 4.09% -21K -10.0% $82.84 -1.2%
5 SPTI SPDR SERIES TRUST 313,210.0 $8.9M 2.34% -128K -29.0% $28.39 -1.3%
6 SPIB SPDR SERIES TRUST 122,276.0 $4.1M 1.08% -1K -1.0% $33.46 -1.1%
7 USMV ISHARES TR 35,788.0 $3.5M 0.91% -832.0 -2.3% $96.46 +5.5%
8 GLDM WORLD GOLD TR Financial Services 43,356.0 $3.4M 0.91% -3K -6.9% $79.42 +11.0%
9 IHDG WISDOMTREE TR 55,675.0 $2.9M 0.77% -2K -3.0% $52.38 +2.2%
10 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,563.0 $2.7M 0.70% -178.0 -3.1% $477.53 -12.0%
11 RSP INVESCO EXCHANGE TRADED FD T 9,924.0 $2.1M 0.56% -54.0 -0.5% $212.78 +3.7%
12 GS GOLDMAN SACHS GROUP INC Financial Services 1,956.0 $2.0M 0.52% -114.0 -5.5% $1011.62 +2.1%
13 QQQ INVESCO QQQ TR Financial Services 2,507.0 $1.8M 0.49% -18.0 -0.7% $736.37 -2.7%
14 XHLF BONDBLOXX ETF TRUST 36,480.0 $1.8M 0.48% -31K -46.0% $50.30 -0.0%
15 MSFT MICROSOFT CORP Technology 4,222.0 $1.6M 0.41% -25.0 -0.6% $372.99 +38.0%
16 VRT VERTIV HOLDINGS CO Industrials 3,960.0 $1.3M 0.35% -1K -25.7% $334.83 -22.5%
17 CMI CUMMINS INC Industrials 1,514.0 $1.1M 0.28% -973.0 -39.1% $713.43 -20.7%
18 VGSH VANGUARD SCOTTSDALE FDS 16,444.0 $957K 0.25% -419.0 -2.5% $58.20 -0.3%
19 DGRO ISHARES TR 11,157.0 $846K 0.22% -189.0 -1.7% $75.79 +4.6%
20 SPTL SPDR SERIES TRUST 31,008.0 $813K 0.21% -29K -48.6% $26.23 -3.6%
Page 1 of 3  ·  52 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 30.1%
Technology 27.9%
Communication Services 8.5%
Energy 7.1%
Healthcare 6.9%
Consumer Cyclical 6.6%
Consumer Defensive 4.5%
Industrials 4.5%
Utilities 2.5%
Basic Materials 1.4%