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Thomas Hamilton

Hobart Private Capital, Llc

Assets Managed
$508.772M
Holdings
132
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-0.72%(2Q avg: 3.28%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Hobart Private Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 132 positions.

Assets under management

The assets under management (AUM) of Hobart Private Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 508.772M in assets, with a quarterly growth rate of -0.72% and a 2-quarter average growth rate of 3.28%. The portfolio is managed by Thomas Hamilton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
RDVY
First Trust Rising Dividend
Recent Activity
Increased 2.46%
6.94%
$35.274M
516,607 shares@ $68.29 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 10.86%
6.44%
$32.761M
50,375 shares@ $650.35 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -1.68%
4.1%
$20.854M
283,189 shares@ $73.65 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -7.48%
3.45%
$17.522M
309,686 shares@ $56.59 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Increased 5.46%
3.3%
$16.749M
356,142 shares@ $47.03 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 0.27%
2.91%
$14.787M
151,030 shares@ $97.92 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -1.59%
2.83%
$14.382M
425,894 shares@ $33.77 avg price
FTLS
First Trust Long Short Eqty
Recent Activity
Decreased -33.62%
2.82%
$14.342M
203,832 shares@ $70.36 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 116.71%
2.74%
$13.895M
175,282 shares@ $79.27 avg price
FTGS
First Trust Grwth Strgth Etf
Recent Activity
Decreased -13.21%
2.71%
$13.74M
403,589 shares@ $34.05 avg price

1-10 of 132