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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 $399,936,826
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 65,354 $36,558,384 9.14%
2.
Vanguard Bond Index Funds
 BND 382,186 $28,071,562 7.02%
3.
First Tr Exchange-Traded Fd
 464,097 $27,168,238 6.79%
4.
First Tr Exch Traded Fd Iii
 304,240 $19,495,699 4.87%
5.
Vanguard Wellington Fd
 121,097 $16,185,147 4.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)