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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 3 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCIT VANGUARD SCOTTSDALE FDS 23,947.0 $2.0M 0.52% $82.65 -1.5%
42 GS GOLDMAN SACHS GROUP INC Financial Services 1,956.0 $2.0M 0.52% -114.0 -5.5% $1011.62 +3.0%
43 GOOG ALPHABET INC 5,312.0 $1.9M 0.49% $353.31
44 QQQ INVESCO QQQ TR Financial Services 2,507.0 $1.8M 0.49% -18.0 -0.7% $736.37 -2.2%
45 XHLF BONDBLOXX ETF TRUST 36,480.0 $1.8M 0.48% -31K -46.0% $50.30 +0.0%
46 IQDG WISDOMTREE TR 39,034.0 $1.7M 0.44% $43.08 +4.2%
47 MSFT MICROSOFT CORP Technology 4,222.0 $1.6M 0.41% -25.0 -0.6% $372.99 +36.7%
48 BAC BANK OF AMER CORP Financial Services 26,302.0 $1.5M 0.39% +281.0 +1.1% $56.98 +8.5%
49 COKE COCA COLA CONS INC Consumer Defensive 7,476.0 $1.4M 0.38% $190.91 +3.3%
50 UTES ETFIS SER TR I 16,899.0 $1.4M 0.36% NEW $81.74 -8.5%
51 QUAL ISHARES TR 6,261.0 $1.4M 0.36% $219.42 +2.3%
52 VRT VERTIV HOLDINGS CO Industrials 3,960.0 $1.3M 0.35% -1K -25.7% $334.83 -20.5%
53 WMT WALMART INC Consumer Defensive 10,580.0 $1.2M 0.32% $113.26 -9.1%
54 AOA ISHARES TR 12,267.0 $1.2M 0.32% +2K +21.7% $97.60 +2.1%
55 BBIB J P MORGAN EXCHANGE TRADED F 11,894.0 $1.2M 0.31% $97.79 -0.9%
56 KMI KINDER MORGAN INC DEL Energy 36,227.0 $1.2M 0.30% +299.0 +0.8% $31.97 -1.2%
57 VO VANGUARD INDEX FDS 14,279.0 $1.2M 0.30% +11K +294.1% $80.57 +3.1%
58 SPMD SPDR SERIES TRUST 16,697.0 $1.1M 0.30% $67.56 -0.7%
59 HEFA ISHARES TR 23,955.0 $1.1M 0.30% $46.93 +1.2%
60 SGOV ISHARES TR 11,136.0 $1.1M 0.29% +509.0 +4.8% $100.67 +0.0%
Page 3 of 9  ·  164 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%