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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001767062

Hobart Private Capital, LLC

CHARLOTTE, NC · File #028-22919

Latest AUM
$512.5M
Positions
322
Top-10 Concentration
45.3%
Filings
20

Sector Allocation

Technology
5.3%$27.1M
Financials
1.8%$9.1M
Healthcare
1.2%$6.1M
Energy
0.2%$1.0M
Industrials
0.0%$232,830
Utilities
0.0%$239,593

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIRST TR EXCHANGE TRADED FD33738R506501,631$34.8M7.96%
2SPDR S&P 500 ETF TRSPY38,554$26.3M6.01%
3FIRST TR EXCH TRADED FD III33739P103307,110$21.8M4.98%
4VANGUARD BD INDEX FDS921937835286,126$21.2M4.84%
5SPDR SERIES TRUST78464A508333,594$19.0M4.33%
6FIRST TR EXCHANGE-TRADED FD33733E823463,616$16.4M3.74%
7SPDR SERIES TRUST78464A409145,883$15.6M3.56%
8FIRST TR EXCHANGE-TRADED FD33734H106331,256$15.3M3.49%
9FIRST TR EXCHNG TRADED FD VI33740F755426,577$14.6M3.34%
10FIRST TR EXCHANGE-TRADED FD336917109306,699$13.6M3.11%
11SPDR INDEX SHS FDS78463X509286,928$13.4M3.07%
12VANGUARD WORLD FD92191087349,153$12.3M2.82%
13VANGUARD WORLD FD92204A70215,920$12.0M2.74%
14SPDR INDEX SHS FDS78463X434128,076$11.6M2.65%
15SPDR SERIES TRUST78464A86234,256$11.0M2.52%
16VANGUARD WORLD FD92204A10827,320$10.8M2.46%
17SELECT SECTOR SPDR TR81369Y20964,435$10.0M2.28%
18SPDR SERIES TRUST78468R49991,452$8.8M2.00%
19SPDR SERIES TRUST78464A664305,210$8.1M1.85%
20FIRST TR EXCHANGE TRADED FD33734X84697,292$7.0M1.59%