StockDriftsStockDriftsTop 50 Hobart Private Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 9.69% | 75.1K | $57.3M | +1.29%(+957) | $523.63(+46.38%) | 2026-09-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 5.06% | 381.7K | $29.9M | -10.94%(-46.88K) | $54.35(+45.99%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 4.19% | 353.0K | $24.8M | +0.65%(+2.28K) | $73.05(-3.36%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 3.25% | 156.0K | $19.2M | +1.13%(+1.75K) | $70.63(+71.81%) | 2026-09-30 | |
| FTLS | FIRST TR EXCH TRADED FD III | 2.86% | 220.0K | $16.9M | +0.96%(+2.09K) | $64.74(+19.26%) | 2026-09-30 | |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 2.76% | 430.3K | $16.3M | +1.03%(+4.39K) | $31.57(+20.79%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 2.75% | 129.3K | $16.3M | +0.21%(+275) | $52.62(+128.69%) | 2026-09-30 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.71% | 426.5K | $16.0M | +0.01%(+28) | $26.02(+44.83%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 2.58% | 249.7K | $15.3M | +0.69%(+1.72K) | $51.14(+23.17%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.44% | 186.7K | $14.4M | +3.19%(+5.78K) | $78.78(-1.75%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.26% | +53.13% | +6.41% | +36.44% |
| Top 20 Holdings Unweighted | +14.18% | +48.85% | +5.46% | +30.45% |
Hobart Private Capital LLC reports $590.68M in US-listed equity holdings across 151 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.7%), RDVY (5.1%) and BND (4.2%). The top 20 holdings account for 58.1% of reported assets. Its disclosed equity book has returned +53.13% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Hobart Private Capital LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Hobart Private Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767062). View Hobart Private Capital LLC’s 13F filings on SEC