Hobbs Group Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Columbia, SC
Holdings as of
12/31/2025
Date filed
1/28/2026
Form type
13F-HR
Num holdings
164
Total value ($000)
$331,403
Net value change ($000)
+10,115 (3.1%)
New positions
23
Sold out positions
16
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ALLW 4,110 223.2%
IEMG 3,344 33.2%
KBWB 2,910 1021.1%
PYLD 2,876 143.0%
AGGA 2,773 17.4%
SPYM 2,315 18.1%
PPI 1,111 8.0%
SPDW 694 2.9%
GLDM 686 16.9%
AOA 656 81.1%
Top Reduces (Value $000, Stocks/ETFs)
SPTL -4,366 -72.9%
USMV -2,427 -40.5%
SPTI -1,676 -11.2%
BSCP -1,452 -100.0%
XHLF -1,381 -28.9%
SGOV -1,000 -50.4%
VRTX -733 -100.0%
SPIB -706 -13.7%
DMBS -645 -6.0%
BSCR -565 -60.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type