Hobart Private Capital, LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 508,772
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 132 | 508,772 | 13F-HR | Hobart Private Capital, LLC |
| Q4 2025 | 1/27/2026 | 129 | 512,485 | 13F-HR | Hobart Private Capital, LLC |
| Q3 2025 | 10/1/2025 | 122 | 477,731 | 13F-HR | Hobart Private Capital, LLC |
| Q2 2025 | 7/31/2025 | 112 | 440,798 | 13F-HR | Hobart Private Capital, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 147.5 K | 29.0% | 0 | 290.4 K | -290.4 K |
| ETFs | 361.2 K | 71.0% | 288 K | 0 | 288 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
508,772
Holdings
132
QoQ value change ($000)
-3,713
(-0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.