Hobart Private Capital, LLC

CIK: 0001767062Latest portfolio: $512.5M · Q4 2025

Holdings

129

Total Value

$512.5M

New Positions

10

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
RDVYFIRST TR EXCHANGE TRADED FD
504,239$35.0M6.83%+15K
2
SPYSPDR S&P 500 ETF TR
45,441$31.0M6.05%-2,190
3
FTLSFIRST TR EXCH TRADED FD III
307,110$21.8M4.25%+3K
4
BNDVANGUARD BD INDEX FDS
288,050$21.3M4.16%-1,719
5
SPYVSPDR SERIES TRUST
334,757$19.0M3.71%+99K
6
FTGSFIRST TR EXCHANGE-TRADED FD
465,061$16.4M3.21%+39K
7
SPYGSPDR SERIES TRUST
150,637$16.1M3.14%-3,564
8
FVDFIRST TR EXCHANGE-TRADED FD
337,722$15.6M3.04%+22K
9
BUFRFIRST TR EXCHNG TRADED FD VI
432,814$14.8M2.89%-6,388
10
SPEMSPDR INDEX SHS FDS
290,928$13.6M2.66%+65K
11
FDLFIRST TR EXCHANGE-TRADED FD
306,699$13.6M2.65%+29K
12
VGTVANGUARD WORLD FD
17,786$13.4M2.62%-489
13
MGCVANGUARD WORLD FD
50,358$12.6M2.47%+40
14
QEFASPDR INDEX SHS FDS
133,003$12.1M2.35%-18,275
15
VCRVANGUARD WORLD FD
29,211$11.5M2.24%-1
16
XSDSPDR SERIES TRUST
34,303$11.0M2.15%-790
17
XLVSELECT SECTOR SPDR TR
66,220$10.2M2.00%-847
18
LQIGSPDR SERIES TRUST
92,338$8.8M1.72%+9K
19
SPTLSPDR SERIES TRUST
305,798$8.1M1.58%-6,665
20
VFQYVANGUARD WELLINGTON FD
47,769$7.3M1.43%-42,931
21
CIBRFIRST TR EXCHANGE TRADED FD
102,526$7.3M1.43%-811
22
NVDANVIDIA CORPORATION
37,539$7.0M1.37%+5K
23
VMBSVANGUARD SCOTTSDALE FDS
147,079$6.9M1.35%-2,273
24
AIQGLOBAL X FDS
135,620$6.9M1.35%-196
25
MSFTMICROSOFT CORP
13,640$6.6M1.29%+4K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SPYV335K+99K
SPEM291K+65K
FTGS465K+39K
FDL307K+29K
MUB46K+24K
FVD338K+22K
FID279K+19K
SPHY209K+16K
RDVY504K+15K
MMLG28K+15K

Decreased Positions

NameSharesChange
VFQY48K-42931
QEFA133K-18275
VEA12K-16849
YLD37K-15768
EMLP173K-7812
SPTL306K-6665
BUFR433K-6388
SPYG151K-3564
VMBS147K-2273
SPY45K-2190

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($6.999659443082209e+30T)
Healthcare0.0% ($27931271509460368.0T)
Communication Services0.0% ($317427781516744.6T)
Consumer Cyclical0.0% ($40.1T)
Unknown0.0% ($1.2T)
Energy0.0% ($458.3B)
Industrials0.0% ($796.2M)
Utilities0.0% ($239.2M)
Consumer Defensive0.0% ($1.0M)
Basic Materials0.0% ($317K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 27, 2026$512.5M322
Q3 2025Oct 1, 2025$477.7B238
Q2 2025Jul 31, 2025$440.8B220
Q1 2025Apr 1, 2025$399.9B180

Fund Information

CIK0001767062
Most Recent FilingJan 27, 2026
Number of Filings4

Hobart Private Capital, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $512.5M across 129 holdings. The largest position is FIRST TR EXCHANGE TRADED FD (RDVY), representing 6.8% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.