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Home > Institutional Investor > Hobart Private Capital, Llc > Profile

Instuitional Investor - Hobart Private Capital, Llc

Fund Profile
Filing Period:
Fund Name: Hobart Private Capital, Llc
Portfolio Value $440,798,059
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 49,418 $30,532,923 6.93%
2.
First Tr Exchange Traded Fd
 452,699 $28,402,335 6.44%
3.
Vanguard Bond Index Funds
 BND 341,537 $25,147,370 5.7%
4.
First Tr Exch Traded Fd Iii
 307,223 $20,362,740 4.62%
5.
Vanguard Wellington Fd
 115,508 $16,600,821 3.77%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)