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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 6 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA TESLA INC Consumer Cyclical 1,282.0 $539K 0.14% $420.56 -17.1%
102 BSMT INVESCO EXCH TRD SLF IDX FD 23,179.0 $534K 0.14% -570.0 -2.4% $23.03 -0.5%
103 SPGP INVESCO EXCHANGE TRADED FD T 4,254.0 $520K 0.14% $122.28 +3.7%
104 IJH ISHARES TR 6,742.0 $520K 0.14% -170.0 -2.5% $77.11 -1.8%
105 VTEB VANGUARD MUN BD FDS 10,255.0 $519K 0.14% $50.58 -2.3%
106 BERKSHIRE HATHAWAY INC DEL 1,012.0 $506K 0.13% +35.0 +3.6% $500.14
107 REGN REGENERON PHARMACEUTICALS Healthcare 810.0 $505K 0.13% +542.0 +202.2% $623.62 +27.4%
108 VONV VANGUARD SCOTTSDALE FDS 4,681.0 $498K 0.13% $106.29 +6.6%
109 CRWD CROWDSTRIKE HLDGS INC Technology 640.0 $488K 0.13% +112.0 +21.2% $190.65 +14.6%
110 WMB WILLIAMS COS INC Energy 6,532.0 $486K 0.13% -40.0 -0.6% $74.34 -0.8%
111 VXUS VANGUARD STAR FDS 5,581.0 $477K 0.13% $85.50 +2.4%
112 JPM JPMORGAN CHASE & CO Financial Services 1,452.0 $475K 0.12% -22.0 -1.5% $327.28 +9.3%
113 XLE SELECT SECTOR SPDR TR 8,627.0 $458K 0.12% -78.0 -0.9% $53.11 +18.0%
114 EFAX SPDR INDEX SHS FDS 8,377.0 $453K 0.12% -452.0 -5.1% $54.12 +2.9%
115 BSCW INVESCO EXCH TRD SLF IDX FD 21,803.0 $447K 0.12% +242.0 +1.1% $20.51 -1.6%
116 AVGO BROADCOM INC Technology 1,142.0 $431K 0.11% -18.0 -1.6% $377.67 -2.4%
117 VOO VANGUARD INDEX FDS 626.0 $430K 0.11% -25.0 -3.8% $686.54 +3.0%
118 BSCX INVESCO EXCH TRD SLF IDX FD 20,206.0 $425K 0.11% +236.0 +1.2% $21.06 -1.7%
119 IVV ISHARES TR 568.0 $425K 0.11% $749.00 +3.2%
120 DUK DUKE ENERGY CORP NEW Utilities 3,306.0 $418K 0.11% $126.58 -5.0%
Page 6 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%