Hobart Private Capital, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$1B
Holdings
132
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
6.9%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
6.4%
03
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
4.1%
04
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
3.4%
05
$FVD
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
3.3%
06
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
2.9%
07
$BUFR
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.8%
08
$FTLS
FIRST TR EXCH TRADED FD III
Held since at least Q1 2024
2.8%
09
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.7%
10
$FTGS
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:17 UTC.