Skip to main content

Hobbs Group Advisors, LLC

Location
COLUMBIA, SC
Portfolio Value
Small $304,620,685
Diversification
Diversified
Filing Date
Global Rank
#5,054 / 8,807 ▼ 258
Top Industry
Asset Management 11.6%
Period ended 4 months ago
Filed Aug 13, 2026 · 2mo
10 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style
Concentrated
The top 10 positions are 70.9% of the book (60%+)
Turnover
Low turnover
27.3% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 8.1 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 82.6%; sector active share 71.1% against the combined 13F book's sector weights.

Over time 10 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

164 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
30.3%
+2.3 pts
Top 5
59.6%
+0.4 pts
Top 10
70.9%
+0.5 pts
HHI
1,211
Dec 2023 → Jun 2026 · range 1,012 – 1,438
Diversified+66

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 80.5% $245,252,058
Technology 5.4% $16,334,193
Financial Services 5.3% $16,067,371
Communication Services 2.3% $6,883,983
Energy 1.5% $4,600,953
Healthcare 1.3% $4,029,237
Consumer Cyclical 1.3% $3,893,287
Industrials 0.9% $2,657,647
Consumer Defensive 0.9% $2,625,607
Utilities 0.5% $1,461,753
Basic Materials 0.3% $814,596

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
— +2,736 160,091 $4,644,239
— +2,186 12,267 $1,197,259

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
— −622 14,488 $344,379

New Positions

Positions the filer opened this quarter
11 positions
Ticker Shares Value Open
— 40,544 $2,001,657
— 7,170 $239,693
— 3,340 $204,074

Sold Out

Positions the filer fully exited
7 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
164 tracked positions · $304,620,685 total · filing declares 205 positions · $380,088,225 · as of Jun 30, 2026
Showing 1–50 of 164 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History
160,091 $4,644,239 1.52%
40,544 $2,001,657 0.66%
12,267 $1,197,259 0.39%

Showing the top 50 of 164 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.