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Thomas Hamilton

Hobart Private Capital, Llc

Assets Managed
$582.881M
Holdings
137
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
14.57%(2Q avg: 6.93%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Hobart Private Capital, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 137 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 582.881M in assets, with a quarterly growth rate of 14.57% and a 2-quarter average growth rate of 6.93%. The portfolio is managed by Thomas Hamilton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 47.14%
9.5%
$55.35M
74,119 shares@ $746.78 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -17.03%
5.97%
$34.742M
428,601 shares@ $81.06 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 23.86%
4.42%
$25.748M
350,744 shares@ $73.42 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 2.14%
3.15%
$18.354M
154,249 shares@ $119.0 avg price
FTLS
First Trust Long Short Eqty
Recent Activity
Increased 6.92%
2.76%
$16.083M
217,929 shares@ $73.8 avg price
FTGS
First Trust Grwth Strgth Etf
Recent Activity
Increased 5.54%
2.71%
$15.76M
425,915 shares@ $37.01 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 0.15%
2.68%
$15.581M
426,520 shares@ $36.54 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 641.51%
2.65%
$15.423M
129,044 shares@ $119.53 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -19.93%
2.59%
$15.073M
247,956 shares@ $60.8 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 3.24%
2.46%
$14.3M
180,949 shares@ $79.04 avg price

1-10 of 137