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Hobart Private Capital, LLC - Portfolio Stock Holdings

Hobart Private Capital, LLC disclosed 149 stock positions in a recent SEC 13F filing. $582,711,648 of stock holdings were filed, with the largest holdings including SPY, RDVY, and BND. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $558,230,116 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

149

Est. Stock Holding Value:

$582,711,648

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Hobart Private Capital, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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