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Latest Hobbs Group Advisors, LLC Stock Portfolio

$334Million– No. of Holdings #159

Hobbs Group Advisors, LLC Performance:
2026 Q1: 0.28%YTD: 0.28%2025: 12.24%
Performance for 2026 Q1 is 0.28%, and YTD is 0.28%, and 2025 is 12.24%.

About Hobbs Group Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Hobbs Group Advisors, LLC reported an equity portfolio of $334.4 Millions as of 31 Mar, 2026.

The top stock holdings of Hobbs Group Advisors, LLC are BOB, CWI, BOB. The fund has invested 9.1% of it's portfolio in EA SERIES TRUST and 7.8% of portfolio in SPDR INDEX SHS FDS.

The fund managers got completely rid off ROCKET LAB CORP, ALIBABA GROUP HLDG LTD (BABA) and SSGA ACTIVE TR (EMTL) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), ABBVIE INC (ABBV) and ISHARES TR (AOA). Hobbs Group Advisors, LLC opened new stock positions in NETFLIX INC. (NFLX), WILLIAMS COS INC (WMB) and BAKER HUGHES COMPANY (BKR). The fund showed a lot of confidence in some stocks as they added substantially to SSGA ACTIVE TR (EMTL), VANGUARD TAX-MANAGED FDS (VEA) and STARBUCKS CORP (SBUX).
Hobbs Group Advisors, LLC Equity Portfolio Value
Last Reported on: 20 May, 2026

Hobbs Group Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Hobbs Group Advisors, LLC made a return of 0.28% in the last quarter. In trailing 12 months, it's portfolio return was 13.25%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
netflix inc.836,413
williams cos inc478,326
baker hughes company445,476
vanguard intl equity index f256,787
vanguard index fds254,580
vistra corp241,550
asml hldg nv220,011
crowdstrike hldgs inc206,178
New stocks bought by Hobbs Group Advisors, LLC

Additions

Ticker% Inc.
ssga active tr230
vanguard tax-managed fds148
starbucks corp117
berkshire hathaway inc del115
coca cola cons inc104
ssga active tr99.98
vanguard index fds65.43
invesco exch trd slf idx fd38.95
Additions to existing portfolio by Hobbs Group Advisors, LLC

Reductions

Ticker% Reduced
meta platforms inc-74.51
abbvie inc-52.28
ishares tr-38.39
nucor corp-33.89
vanguard scottsdale fds-29.03
janus detroit str tr-27.87
kinder morgan inc del-25.99
corning inc-18.8
Hobbs Group Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-574,640
ssga active tr-574,647
ishares tr-383,301
ishares tr-383,543
ishares tr-382,853
ishares tr-383,346
sofi technologies inc-386,822
meiragtx hldgs plc-95,029
Hobbs Group Advisors, LLC got rid off the above stocks

Sector Distribution

Hobbs Group Advisors, LLC has about 82.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Utilities
  • Energy
  • Consumer Cyclical
Sector%
Others82.9
Technology5.9
Financial Services2.3
Communication Services2
Utilities1.6
Energy1.6
Consumer Cyclical1.1

Market Cap. Distribution

Hobbs Group Advisors, LLC has about 13.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED82.9
MEGA-CAP8.5
LARGE-CAP4.7
SMALL-CAP2.9
MID-CAP1.1

Stocks belong to which Index?

About 16% of the stocks held by Hobbs Group Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others84
S&P 50011.6
RUSSELL 20004.4
Top 5 Winners (%)%
VRT
vertiv holdings co
52.9 %
GLW
corning inc
50.1 %
XOM
exxon mobil corp
39.7 %
baytex energy corp
38.4 %
LNG
cheniere energy inc
37.5 %
Top 5 Winners ($)$
BUDX
investment managers ser tr i
1.8 M
GLW
corning inc
0.7 M
CWI
spdr index shs fds
0.7 M
EMGF
ishares inc
0.5 M
VRT
vertiv holdings co
0.5 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.0 %
CEG
constellation energy corp
-20.7 %
ISRG
intuitive surgical inc
-18.6 %
AXP
american express co
-18.2 %
TSLA
tesla inc
-17.0 %
Top 5 Losers ($)$
BOB
ea series trust
-1.2 M
BIL
spdr series trust
-0.7 M
MSFT
microsoft corp
-0.5 M
GOOG
alphabet inc
-0.3 M
AAPL
apple inc
-0.2 M

Hobbs Group Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Hobbs Group Advisors, LLC

Hobbs Group Advisors, LLC has 159 stocks in it's portfolio. About 52.3% of the portfolio is in top 10 stocks. BOB proved to be the most loss making stock for the portfolio. BUDX was the most profitable stock for Hobbs Group Advisors, LLC last quarter.

Last Reported on: 20 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions