Fund Universe

Hobart Private Capital, LLC

CIK 0001767062 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.311
AUM ($M)
583
Positions
137
Turnover
0.14
Top-10 wt
39%
Herfindahl
0.027
History (qtrs)
6
Excess Return

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 151 positions · portfolio value $583M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 9.5% +3.1% 55.3 74,119 +23,744 5
RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM 6.0% -1.0% 34.7 428,601 -88,006 5
BND funds › VANGUARD BD INDEX FDS ADD 4.4% +0.3% 25.7 350,744 +67,555 5
SPYG funds › SPDR SERIES TRUST ADD 3.1% +0.2% 18.4 154,249 +3,219 5
FTLS funds › FIRST TR EXCH TRADED FD III ADD 2.8% -0.1% 16.1 217,929 +14,097 5
FTGS funds › FIRST TR EXCHANGE-TRADED FD ADD 2.7% +0.0% 15.8 425,915 +22,326 5
BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD 2.7% -0.2% 15.6 426,520 +626 5
VGT funds › VANGUARD WORLD FD ADD 2.6% +0.3% 15.4 129,044 +111,641 5
SPYV funds › SPDR SERIES TRUST TRIM 2.6% -0.9% 15.1 247,956 -61,730 5
VCSH funds › VANGUARD SCOTTSDALE FDS ADD 2.5% -0.3% 14.3 180,949 +5,667 5
FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM 2.3% -1.0% 13.4 278,240 -77,902 5
FDL funds › FIRST TR EXCHANGE-TRADED FD ADD 2.2% -0.3% 12.7 261,661 +8,480 5
XSD funds › SPDR SERIES TRUST TRIM 2.2% +0.0% 12.6 20,157 -13,281 5
GRID funds › FIRST TR EXCHANGE-TRADED FD NEW 2.1% +2.1% 12.5 65,232 +65,232 1
SPTI funds › SPDR SERIES TRUST ADD 2.1% -0.3% 12.0 424,172 +5,806 5
VCR funds › VANGUARD WORLD FD ADD 2.1% +0.0% 12.0 30,183 +1,259 5
XLV funds › SELECT SECTOR SPDR TR ADD 2.0% +0.1% 11.7 74,022 +7,154 5
SDVY funds › FIRST TR EXCHANGE TRADED FD ADD 1.9% -0.0% 10.9 252,038 +7,774 5
AIRR funds › FIRST TR EXCHANGE TRADED FD ADD 1.8% +0.1% 10.7 79,942 +2,041 5
SPEM funds › SPDR INDEX SHS FDS TRIM 1.8% -0.9% 10.2 197,303 -88,764 5
CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD 1.6% +0.4% 9.6 106,622 +1,951 5
AIQ funds › GLOBAL X FDS ADD 1.6% +0.3% 9.1 138,982 +1,762 4
SPBO funds › SPDR SERIES TRUST NEW 1.5% +1.5% 8.9 307,667 +307,667 1
VEA funds › VANGUARD TAX-MANAGED FDS ADD 1.5% -0.0% 8.8 123,023 +2,769 5
VFMO funds › VANGUARD WELLINGTON FD ADD 1.4% +0.1% 8.1 32,338 +292 5
NVDA funds › NVIDIA CORPORATION TRIM 1.3% -0.1% 7.7 38,304 -2,729 5
SPTL funds › SPDR SERIES TRUST TRIM 1.2% -0.3% 7.2 275,378 -25,085 5
MUB funds › ISHARES TR ADD 1.2% +0.1% 6.9 64,424 +12,075 5
VMBS funds › VANGUARD SCOTTSDALE FDS ADD 1.2% -0.2% 6.8 145,496 +121 5
TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM 1.2% +0.0% 6.8 59,030 -2,684 5
EMLP funds › FIRST TR EXCHANGE-TRADED FD ADD 1.1% -0.1% 6.7 153,868 +2,938 5
FID funds › FIRST TR EXCHANGE TRADED FD ADD 1.1% -0.1% 6.5 302,122 +7,744 5
WCMI funds › FIRST TR EXCHANGE-TRADED FD NEW 1.0% +1.0% 5.8 294,004 +294,004 1
USFR funds › WISDOMTREE TR ADD 1.0% -0.1% 5.7 113,483 +3,300 5
AAPL funds › APPLE INC ADD 0.9% +0.1% 5.5 18,937 +1,203 5
QEFA funds › SPDR INDEX SHS FDS TRIM 0.9% -1.5% 5.1 52,770 -75,586 5
XAR funds › SPDR SERIES TRUST ADD 0.9% +0.1% 5.0 17,531 +3,170 4
PAAA funds › PGIM ETF TR ADD 0.8% -0.1% 4.8 92,966 +2,847 4
LALT funds › FIRST TR EXCHNG TRADED FD VI NEW 0.8% +0.8% 4.5 186,939 +186,939 1
DIAL funds › COLUMBIA ETF TR I TRIM 0.7% -0.6% 4.4 240,211 -140,916 4
SPHY funds › SPDR SERIES TRUST TRIM 0.7% -0.1% 4.3 185,103 -1,322 5
SPTS funds › SPDR SERIES TRUST ADD 0.7% -0.1% 4.0 138,224 +5,142 5
BNDX funds › VANGUARD CHARLOTTE FDS NEW 0.7% +0.7% 3.9 80,586 +80,586 1
AMZN funds › AMAZON COM INC TRIM 0.7% -0.1% 3.9 16,283 -1,702 5
MSFT funds › MICROSOFT CORP TRIM 0.6% -0.1% 3.7 10,015 -800 5
GOOGL funds › ALPHABET INC ADD 0.6% +0.0% 3.3 9,362 +86 5
FDD funds › FIRST TR EXCHANGE-TRADED FD ADD 0.6% -0.1% 3.3 178,103 +1,057 5
LLY funds › ELI LILLY & CO ADD 0.6% +0.1% 3.3 2,719 +111 5
FGD funds › FIRST TR EXCHANGE-TRADED FD ADD 0.5% -0.0% 3.1 96,227 +5,747 2
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.5% +0.3% 2.8 4,825 +761 3
SNOW funds › SNOWFLAKE INC ADD 0.5% +0.2% 2.7 10,803 +1,276 5
FLMI funds › FRANKLIN TEMPLETON ETF TR ADD 0.4% +0.3% 2.3 92,311 +79,278 2
AVGO funds › BROADCOM INC TRIM 0.4% +0.0% 2.3 6,019 -49 5
IVV funds › ISHARES TR TRIM 0.4% -0.1% 2.2 2,923 -1,159 5
DDOG funds › DATADOG INC ADD 0.4% +0.2% 2.2 8,369 +827 2
META funds › META PLATFORMS INC TRIM 0.4% -0.1% 2.2 3,859 -653 5
NOW funds › SERVICENOW INC ADD 0.3% -0.0% 1.9 19,521 +1,333 5
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 0.3% -0.0% 1.8 21,595 +2,313 4
FSMB funds › FIRST TR EXCH TRADED FD III ADD 0.3% +0.0% 1.7 86,093 +19,221 5
FBCG funds › FIDELITY COVINGTON TRUST ADD 0.3% +0.0% 1.7 26,662 +797 5
QQQ funds › INVESCO QQQ TR ADD 0.3% +0.0% 1.6 2,126 +117 5
XLK funds › SELECT SECTOR SPDR TR TRIM 0.3% -0.0% 1.5 8,095 -3,679 5
DASH funds › DOORDASH INC ADD 0.2% +0.0% 1.4 7,779 +45 5
FLRN funds › SPDR SERIES TRUST TRIM 0.2% -0.1% 1.4 44,702 -5,511 5
SJNK funds › SPDR SERIES TRUST ADD 0.2% -0.0% 1.3 53,213 +3,349 5
FMB funds › FIRST TR EXCH TRADED FD III ADD 0.2% +0.0% 1.3 25,901 +5,438 5
FMHI funds › FIRST TR EXCH TRADED FD III ADD 0.2% +0.0% 1.3 26,834 +5,609 5
SHOP funds › SHOPIFY INC ADD 0.2% +0.1% 1.3 11,384 +5,957 2
SUB funds › ISHARES TR TRIM 0.2% -0.1% 1.2 11,454 -4,982 5
MUNI funds › PIMCO ETF TR ADD 0.2% +0.2% 1.2 22,515 +18,587 2
JPM funds › JPMORGAN CHASE & CO ADD 0.2% -0.0% 1.2 3,519 +13 5
V funds › VISA INC ADD 0.2% +0.0% 1.2 3,353 +179 5
GOOG funds › ALPHABET INC ADD 0.2% +0.0% 1.1 3,085 +86 5
WMT funds › WALMART INC TRIM 0.2% -0.1% 1.1 9,470 -114 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.2% -0.0% 1.1 4,493 +113 5
LRCX funds › LAM RESEARCH CORP TRIM 0.2% +0.1% 1.1 2,428 -279 2
VFQY funds › VANGUARD WELLINGTON FD TRIM 0.2% -1.2% 1.0 6,034 -41,436 5
MA funds › MASTERCARD INCORPORATED TRIM 0.2% -0.0% 1.0 1,926 -118 5
TSLA funds › TESLA INC TRIM 0.2% -0.0% 1.0 2,319 -305 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.2% -0.0% 0.9 12,998 +1,566 5
HFSI funds › HARTFORD FDS EXCHANGE TRADED TRIM 0.2% -0.0% 0.9 25,876 -792 3
VOOG funds › VANGUARD ADMIRAL FDS INC ADD 0.1% +0.0% 0.9 10,302 +8,585 5
BIL funds › SPDR SERIES TRUST ADD 0.1% -0.0% 0.7 8,107 +348 5
IVOG funds › VANGUARD ADMIRAL FDS INC HOLD 0.1% +0.0% 0.7 4,738 +0 5
CGUS funds › CAPITAL GROUP CORE EQUITY ET ADD 0.1% +0.0% 0.7 15,453 +756 5
YLD funds › PRINCIPAL EXCHANGE TRADED FD TRIM 0.1% -0.0% 0.7 35,522 -1,174 5
ARKQ funds › ARK ETF TR ADD 0.1% +0.1% 0.6 4,797 +2,774 2
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 0.6 544 +544 1
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% -0.0% 0.6 4,349 +308 5
DGX funds › QUEST DIAGNOSTICS INC TRIM 0.1% -0.0% 0.6 2,703 -54 4
BAC funds › BANK AMERICA CORP ADD 0.1% +0.0% 0.5 9,575 +1,126 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.1% +0.0% 0.5 1,042 +188 5
PBTP funds › INVESCO EXCH TRADED FD TR II NEW 0.1% +0.1% 0.5 19,294 +19,294 1
MGC funds › VANGUARD WORLD FD TRIM 0.1% -0.1% 0.5 1,777 -1,509 5
VUG funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 5,563 +4,650 5
CAT funds › CATERPILLAR INC ADD 0.1% +0.0% 0.5 448 +65 2
ADI funds › ANALOG DEVICES INC NEW 0.1% +0.1% 0.5 1,195 +1,195 1
VOO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.5 665 +64 5
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 0.5 385 +76 2
GE funds › GE AEROSPACE ADD 0.1% +0.0% 0.4 1,198 +148 5
CSCO funds › CISCO SYS INC ADD 0.1% +0.0% 0.4 3,667 +403 3
BOND funds › PIMCO ETF TR NEW 0.1% +0.1% 0.4 4,659 +4,659 1
IVOV funds › VANGUARD ADMIRAL FDS INC HOLD 0.1% -0.0% 0.4 3,756 +0 5
USMV funds › ISHARES TR ADD 0.1% -0.0% 0.4 4,325 +152 5
INTC funds › INTEL CORP NEW 0.1% +0.1% 0.4 2,961 +2,961 1
CWB funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 0.4 3,796 -424 5
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 0.4 4,235 -232 5
VTI funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.4 1,033 +20 5
JNJ funds › JOHNSON & JOHNSON ADD 0.1% +0.0% 0.4 1,499 +269 3
ABBV funds › ABBVIE INC TRIM 0.1% -0.0% 0.4 1,511 -77 5
IEF funds › ISHARES TR NEW 0.1% +0.1% 0.4 3,906 +3,906 1
PM funds › PHILIP MORRIS INTL INC ADD 0.1% +0.0% 0.4 2,037 +382 5
QUAL funds › ISHARES TR ADD 0.1% +0.0% 0.3 1,595 +134 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% +0.0% 0.3 358 +150 2
VXUS funds › VANGUARD STAR FDS TRIM 0.1% -0.0% 0.3 3,834 -8 5
QUS funds › SPDR SERIES TRUST HOLD 0.1% -0.0% 0.3 1,747 +0 5
T funds › AT&T INC ADD 0.1% -0.0% 0.3 15,611 +1,132 5
MRK funds › MERCK & CO INC ADD 0.1% -0.0% 0.3 2,378 +159 3
VHT funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.3 968 -231 5
AMAT funds › APPLIED MATLS INC NEW 0.0% +0.0% 0.3 400 +400 1
NJR funds › NEW JERSEY RES CORP TRIM 0.0% -0.0% 0.3 5,090 -105 3
GS funds › GOLDMAN SACHS GROUP INC NEW 0.0% +0.0% 0.3 280 +280 1
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.0% -0.0% 0.3 2,336 +190 4
CVX funds › CHEVRON CORPORATION TRIM 0.0% -0.0% 0.3 1,623 -255 4
ETN funds › EATON CORP PLC ADD 0.0% +0.0% 0.3 625 +2 2
IYW funds › ISHARES TR TRIM 0.0% -0.0% 0.3 1,036 -366 5
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 0.2 702 -89 5
PANW funds › PALO ALTO NETWORKS INC NEW 0.0% +0.0% 0.2 700 +700 1
KLAC funds › KLA CORP NEW 0.0% +0.0% 0.2 776 +776 1
CGBL funds › CAPITAL GROUP CORE BALANCED TRIM 0.0% -0.0% 0.2 6,138 -562 5
VTV funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 1,063 +1,063 1
CRWD funds › CROWDSTRIKE HLDGS INC NEW 0.0% +0.0% 0.2 295 +295 1
LOW funds › LOWES COS INC TRIM 0.0% -0.0% 0.2 1,014 -74 2
C funds › CITIGROUP INC NEW 0.0% +0.0% 0.2 1,587 +1,587 1
KO funds › COCA COLA CO NEW 0.0% +0.0% 0.2 2,682 +2,682 1
EFG funds › ISHARES TR TRIM 0.0% -0.0% 0.2 1,731 -1,564 5
LHX funds › L3HARRIS TECHNOLOGIES INC TRIM 0.0% -0.0% 0.2 733 -38 4
NOC funds › NORTHROP GRUMMAN CORP EXIT 0.0% -0.0% 0.0 0 -325 0
SPOT funds › SPOTIFY TECHNOLOGY S A EXIT 0.0% -0.1% 0.0 0 -698 0
CUSIP:78468R499 funds › SPDR SERIES TRUST EXIT 0.0% -1.8% 0.0 0 -94,058 0
EFV funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -4,889 0
IBND funds › SPDR SERIES TRUST EXIT 0.0% -0.9% 0.0 0 -139,337 0
NFLX funds › NETFLIX INC. EXIT 0.0% -0.0% 0.0 0 -2,406 0
JPIB funds › J P MORGAN EXCHANGE TRADED F EXIT 0.0% -0.0% 0.0 0 -4,789 0
ADBE funds › ADOBE INC EXIT 0.0% -0.1% 0.0 0 -1,379 0
SO funds › SOUTHERN CO EXIT 0.0% -0.0% 0.0 0 -2,206 0
NEM funds › NEWMONT CORP EXIT 0.0% -0.1% 0.0 0 -3,234 0
VLO funds › VALERO ENERGY CORP EXIT 0.0% -0.0% 0.0 0 -969 0
AFGR funds › FIRST TR EXCHNG TRADED FD VI EXIT 0.0% -0.2% 0.0 0 -26,491 0
DUK funds › DUKE ENERGY CORP NEW EXIT 0.0% -0.0% 0.0 0 -1,831 0
PSX funds › PHILLIPS 66 EXIT 0.0% -0.1% 0.0 0 -1,419 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 583 137 0.14 39% 0.027 0.309 in
2026Q1 509 132 0.10 38% 0.025 0.376 in
2025Q4 512 129 0.06 40% 0.026 0.418 in
2025Q3 478 122 0.09 41% 0.027 0.380 in
2025Q2 441 112 0.11 44% 0.029 0.391 entered
2025Q1 400 99 0.00 49% 0.035 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status