Hobart Private Capital, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for Hobart Private Capital, LLC with $477.7M in long positions as of Q3 2025, 90% allocated to ETF, and 41% concentrated in top 10 positions.
- Portfolio Value
- $477.7M
- Top 10 Concentration
- 41%
- Top Sector
- ETF (90%)
- US Exposure
- 100%
- Market Cap Focus
- N/A
- Countries
- 1
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 8.5 quarters
- Avg. Top 20
- 8.9 quarters
- Avg. All Positions
- 6 quarters
- Median Holding Period
- 5 quarters
- Longest Held
iShares Core S&P 500 ETFIVV - 31 quarters
Position Sizing & Influence
Current Quarter
- Largest Ownership Stake
Quest Diagnostics Inc.DGX - 0.00%- Avg. Ownership Stake
- 0.000%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2017)
- Avg. Ownership Stake
- 0.002%
- Largest Ownership Stake
American Strategic Investment Co.NYC - 0.18% (Q1 2021)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 8.2%
- Value Traded
- $38.97M
- Positions Added
- 8
- Positions Exited
- 3
Historical (Since Q4 2017)
- Avg. Turnover Ratio
- 17.2%
- Avg. Positions Added
- 13
- Avg. Positions Exited
- 14
- Highest Turnover
- 55.3%Q1 2023
- Lowest Turnover
- 1.4%Q4 2022