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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 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPYX SPDR SERIES TRUST 3,340.0 $204K 0.05% NEW $61.09 +3.3%
162 SMH VANECK ETF TRUST 310.0 $203K 0.05% NEW $655.70 -15.6%
163 JAAA JANUS DETROIT STR TR 4,010.0 $202K 0.05% -2K -37.0% $50.49 +0.4%
164 ATYR ATYR PHARMA INC Healthcare 35,992.0 $21K 0.01% +17K +85.3% $0.60 -9.5%
Page 9 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%