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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MS MORGAN STANLEY Financial Services 3,706.0 $775K 0.20% -33.0 -0.9% $209.03 +2.7%
22 IGIB ISHARES TR 14,106.0 $750K 0.20% -1K -7.7% $53.17 -1.8%
23 VTV VANGUARD INDEX FDS 3,395.0 $740K 0.20% -26.0 -0.8% $217.91 +3.4%
24 XOM EXXON MOBIL CORP Energy 5,341.0 $730K 0.19% -51.0 -0.9% $136.72 +14.6%
25 VEA VANGUARD TAX-MANAGED FDS 10,044.0 $716K 0.19% -190.0 -1.9% $71.25 +2.5%
26 BSCQ INVESCO EXCH TRD SLF IDX FD 35,469.0 $693K 0.18% -14K -28.3% $19.53 -0.0%
27 BSMR INVESCO EXCH TRD SLF IDX FD 28,425.0 $672K 0.18% -965.0 -3.3% $23.64 -0.1%
28 TLT ISHARES TR 7,662.0 $662K 0.17% -68.0 -0.9% $86.42 -4.1%
29 DIA STATE STR SPDR DOW JONES IND Financial Services 1,227.0 $641K 0.17% -143.0 -10.4% $522.41 +2.4%
30 BSMS INVESCO EXCH TRD SLF IDX FD 25,733.0 $603K 0.16% -503.0 -1.9% $23.44 -0.5%
31 BSCU INVESCO EXCH TRD SLF IDX FD 35,472.0 $590K 0.15% -9K -20.2% $16.64 -1.0%
32 BSCV INVESCO EXCH TRD SLF IDX FD 34,399.0 $564K 0.15% -9K -20.4% $16.39 -1.2%
33 BSMQ INVESCO EXCH TRD SLF IDX FD 23,607.0 $556K 0.15% -6K -21.1% $23.55 -0.1%
34 BSMT INVESCO EXCH TRD SLF IDX FD 23,179.0 $534K 0.14% -570.0 -2.4% $23.03 -0.5%
35 IJH ISHARES TR 6,742.0 $520K 0.14% -170.0 -2.5% $77.11 -1.8%
36 WMB WILLIAMS COS INC Energy 6,532.0 $486K 0.13% -40.0 -0.6% $74.34 -0.8%
37 JPM JPMORGAN CHASE & CO Financial Services 1,452.0 $475K 0.12% -22.0 -1.5% $327.28 +9.3%
38 XLE SELECT SECTOR SPDR TR 8,627.0 $458K 0.12% -78.0 -0.9% $53.11 +18.0%
39 EFAX SPDR INDEX SHS FDS 8,377.0 $453K 0.12% -452.0 -5.1% $54.12 +2.9%
40 AVGO BROADCOM INC Technology 1,142.0 $431K 0.11% -18.0 -1.6% $377.67 -2.4%
Page 2 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%