Hobbs Group Advisors, LLC

13F filer · CIK 0002012280

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$380MU.S. long equity reported on 13F

Positions705 new · 6 closed

Net flow last quarter+$3.79MBuys minus sells

Top 10 positions weight13.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202670 positions
PPIPassport Potash Inc	$17.4M	4.57%	0.37%	-0.2%	Q4 2023
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$5.28M	1.39%	Not reported	+6.3%	Q4 2023
SPTSSports Media Inc	$4.64M	1.22%	Not reported	+1.7%	Q1 2025
GOOGLAlphabet Inc.	$4.18M	1.10%	0.00%	0.0%	Q4 2023
AAPLApple Inc.	$3.95M	1.04%	0.00%	+1.9%	Q4 2023
GLWCorning Inc	$3.73M	0.98%	0.00%	+6.2%	Q4 2023
GLDMWorld Gold Trust	$3.44M	0.91%	0.01%	-6.9%	Q4 2023
MYCFJammin Java Corp.	$2.93M	0.77%	0.05%	+53.7%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.66M	0.70%	0.00%	-3.1%	Q2 2024
CCitigroup Inc	$2.3M	0.61%	0.00%	+2.0%	Q2 2024
AMZNAmazon Com Inc	$2.26M	0.60%	0.00%	+1.5%	Q4 2023
NVDANvidia Corp	$2.22M	0.58%	0.00%	+11.0%	Q4 2023
MYCGGlobal AI, Inc.	$2.16M	0.57%	Not reported	+88.3%	Q4 2025
XONEExOne Co	$2M	0.53%	0.18%	New	Q2 2026
GSGoldman Sachs Group Inc	$1.98M	0.52%	0.00%	-5.5%	Q4 2023
GOOGAlphabet Inc.	$1.88M	0.49%	Not reported	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.85M	0.49%	Not reported	-0.7%	Q4 2023
MSFTMicrosoft Corp	$1.57M	0.41%	0.00%	-0.6%	Q4 2023
BACBank of America Corp	$1.5M	0.39%	0.00%	+1.1%	Q4 2023
COKECoca-Cola Consolidated, Inc.	$1.43M	0.38%	0.01%	0.0%	Q4 2023
VRTVertiv Holdings Co	$1.33M	0.35%	0.00%	-25.7%	Q2 2025
WMTWalmart Inc.	$1.2M	0.32%	0.00%	0.0%	Q4 2023
KMIKinder Morgan, Inc.	$1.16M	0.30%	0.00%	+0.8%	Q4 2023
SPMDSupermedia Inc.	$1.13M	0.30%	Not reported	0.0%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.1M	0.29%	Not reported	Not reported	Q4 2023
CMICummins Inc	$1.08M	0.28%	0.00%	-39.1%	Q4 2023
CVSCVS HEALTH Corp	$1.03M	0.27%	0.00%	+100.6%	Q4 2023
AXPAmerican Express Co	$941K	0.25%	0.00%	+0.1%	Q4 2023
IAUIshares Gold Trust	$874K	0.23%	0.00%	Not reported	Q4 2023
GLTRabrdn Precious Metals Basket ETF Trust	$847K	0.22%	0.03%	+1.5%	Q4 2023
JNJJohnson & Johnson	$841K	0.22%	0.00%	+1.6%	Q4 2023
LNGCheniere Energy, Inc.	$824K	0.22%	0.00%	+0.1%	Q4 2023
NUENucor Corp	$815K	0.21%	0.00%	+1.6%	Q4 2023
EPDEnterprise Products Partners L.P.	$779K	0.20%	0.00%	+1.4%	Q4 2023
MSMorgan Stanley	$775K	0.20%	0.00%	-0.9%	Q4 2023
SBUXStarbucks Corp	$751K	0.20%	0.00%	+14.4%	Q4 2023
XOMExxonMobil Holdings Corp	$730K	0.19%	0.00%	-1.0%	Q4 2023
AMATApplied Materials Inc	$702K	0.18%	0.00%	+0.5%	Q4 2023
VSTVistra Corp.	$656K	0.17%	0.00%	+157.3%	Q1 2026
DIASPDR Dow Jones Industrial Average ETF Trust	$641K	0.17%	Not reported	-10.4%	Q4 2023
LLYELI LILLY & Co	$562K	0.15%	0.00%	+9.6%	Q4 2023
TSLATesla, Inc.	$539K	0.14%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$506K	0.13%	Not reported	+3.6%	Q4 2023
REGNRegeneron Pharmaceuticals, Inc.	$505K	0.13%	0.00%	+202.2%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$488K	0.13%	0.00%	+21.2%	Q4 2023
WMBWilliams Companies, Inc.	$486K	0.13%	0.00%	-0.6%	Q2 2024
JPMJPMorgan Chase & Co	$475K	0.13%	0.00%	-1.5%	Q4 2023
AVGOBroadcom Inc.	$431K	0.11%	0.00%	-1.6%	Q4 2023
DUKDuke Energy CORP	$418K	0.11%	0.00%	+0.1%	Q4 2023
BKRBaker Hughes Co	$418K	0.11%	0.00%	+3.3%	Q1 2026

Q1 2026Reported May 20, 202671 positions
PPIPassport Potash Inc	$17M	5.09%	0.37%	+1.9%	Q4 2023
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$4.99M	1.49%	Not reported	+1.0%	Q4 2023
SPTSSports Media Inc	$4.59M	1.37%	Not reported	+0.6%	Q1 2025
GLDMWorld Gold Trust	$4.31M	1.29%	0.01%	-16.4%	Q4 2023
AAPLApple Inc.	$3.4M	1.02%	0.00%	+1.3%	Q4 2023
GOOGLAlphabet Inc.	$3.36M	1.01%	0.00%	+4.2%	Q4 2023
AMZNAmazon Com Inc	$1.95M	0.58%	0.00%	+5.7%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.94M	0.58%	0.00%	+13.6%	Q2 2024
MYCFJammin Java Corp.	$1.9M	0.57%	0.03%	+230.5%	Q4 2025
GLWCorning Inc	$1.87M	0.56%	0.00%	-18.8%	Q4 2023
CCitigroup Inc	$1.83M	0.55%	0.00%	+3.4%	Q2 2024
GSGoldman Sachs Group Inc	$1.75M	0.52%	0.00%	-0.8%	Q4 2023
NVDANvidia Corp	$1.74M	0.52%	0.00%	+15.7%	Q4 2023
MSFTMicrosoft Corp	$1.57M	0.47%	0.00%	-3.7%	Q4 2023
GOOGAlphabet Inc.	$1.52M	0.46%	Not reported	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.46M	0.44%	Not reported	-16.8%	Q4 2023
COKECoca-Cola Consolidated, Inc.	$1.43M	0.43%	0.01%	+104.1%	Q4 2023
CMICummins Inc	$1.34M	0.40%	0.00%	-5.4%	Q4 2023
VRTVertiv Holdings Co	$1.34M	0.40%	0.00%	-6.4%	Q2 2025
WMTWalmart Inc.	$1.31M	0.39%	0.00%	-0.7%	Q4 2023
BACBank of America Corp	$1.27M	0.38%	0.00%	-5.8%	Q4 2023
KMIKinder Morgan, Inc.	$1.2M	0.36%	0.00%	-26.0%	Q4 2023
MYCGGlobal AI, Inc.	$1.15M	0.34%	Not reported	+100.0%	Q4 2025
IAUIshares Gold Trust	$1.02M	0.31%	0.00%	-17.7%	Q4 2023
GLTRabrdn Precious Metals Basket ETF Trust	$1.01M	0.30%	0.03%	-16.1%	Q4 2023
SPMDSupermedia Inc.	$989K	0.30%	Not reported	-0.1%	Q4 2023
LNGCheniere Energy, Inc.	$978K	0.29%	0.00%	+36.5%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$955K	0.29%	Not reported	-1.1%	Q4 2023
XOMExxonMobil Holdings Corp	$915K	0.27%	0.00%	+4.6%	Q4 2023
AXPAmerican Express Co	$841K	0.25%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$836K	0.25%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$797K	0.24%	0.00%	-0.1%	Q4 2023
EPDEnterprise Products Partners L.P.	$791K	0.24%	0.00%	+1.5%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$635K	0.19%	Not reported	+0.4%	Q4 2023
CEGConstellation Energy Corp	$626K	0.19%	0.00%	-2.7%	Q2 2024
MSMorgan Stanley	$615K	0.18%	0.00%	+19.5%	Q4 2023
NUENucor Corp	$609K	0.18%	0.00%	-33.9%	Q4 2023
SBUXStarbucks Corp	$576K	0.17%	0.00%	+117.3%	Q4 2023
LDOSLeidos Holdings, Inc.	$575K	0.17%	0.00%	-8.1%	Q2 2024
CMECme Group Inc.	$575K	0.17%	0.00%	+10.8%	Q4 2023
WMBWilliams Companies, Inc.	$478K	0.14%	0.00%	Not reported	Q2 2024
TSLATesla, Inc.	$477K	0.14%	0.00%	+5.6%	Q4 2023
BRK.BBerkshire Hathaway Inc	$468K	0.14%	Not reported	+115.2%	Q4 2023
BKRBaker Hughes Co	$445K	0.13%	0.00%	New	Q1 2026
JPMJPMorgan Chase & Co	$434K	0.13%	0.00%	-7.1%	Q4 2023
DUKDuke Energy CORP	$432K	0.13%	0.00%	+0.1%	Q4 2023
ISRGIntuitive Surgical Inc	$417K	0.12%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$394K	0.12%	0.00%	+1.9%	Q4 2023
NEENextera Energy Inc	$389K	0.12%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$359K	0.11%	0.00%	+17.4%	Q4 2023

Q4 2025Reported Jan 28, 202671 positions
PPIPassport Potash Inc	$14.9M	4.51%	0.37%	+6.3%	Q4 2023
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$4.99M	1.50%	Not reported	+2.2%	Q4 2023
GLDMWorld Gold Trust	$4.75M	1.43%	0.02%	+4.7%	Q4 2023
SPTSSports Media Inc	$4.58M	1.38%	Not reported	+1.8%	Q1 2025
AAPLApple Inc.	$3.59M	1.08%	0.00%	-5.6%	Q4 2023
GOOGLAlphabet Inc.	$3.52M	1.06%	0.00%	-6.7%	Q4 2023
MSFTMicrosoft Corp	$2.13M	0.64%	0.00%	-7.5%	Q4 2023
AMZNAmazon Com Inc	$2.04M	0.62%	0.00%	-8.8%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.86M	0.56%	Not reported	+7.3%	Q4 2023
GSGoldman Sachs Group Inc	$1.83M	0.55%	0.00%	+0.7%	Q4 2023
CCitigroup Inc	$1.82M	0.55%	0.00%	+12.9%	Q2 2024
GOOGAlphabet Inc.	$1.67M	0.50%	Not reported	+6.3%	Q4 2023
METAMeta Platforms, Inc.	$1.62M	0.49%	Not reported	-12.5%	Q4 2023
NVDANvidia Corp	$1.61M	0.49%	0.00%	-18.6%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.54M	0.46%	0.00%	+12.4%	Q2 2024
BACBank of America Corp	$1.52M	0.46%	0.00%	-0.7%	Q4 2023
GLWCorning Inc	$1.48M	0.45%	0.00%	-0.5%	Q4 2023
CMICummins Inc	$1.34M	0.41%	0.00%	+24.8%	Q4 2023
KMIKinder Morgan, Inc.	$1.33M	0.40%	0.00%	+0.2%	Q4 2023
WMTWalmart Inc.	$1.19M	0.36%	0.00%	-1.6%	Q4 2023
IAUIshares Gold Trust	$1.14M	0.34%	0.00%	-0.8%	Q4 2023
GLTRabrdn Precious Metals Basket ETF Trust	$1.13M	0.34%	0.04%	+8.9%	Q4 2023
AXPAmerican Express Co	$1.03M	0.31%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.01M	0.31%	Not reported	+114.0%	Q4 2023
SPMDSupermedia Inc.	$967K	0.29%	Not reported	-6.7%	Q4 2023
VRTVertiv Holdings Co	$923K	0.28%	0.00%	+2.8%	Q2 2025
NUENucor Corp	$888K	0.27%	0.00%	-0.6%	Q4 2023
CEGConstellation Energy Corp	$814K	0.25%	0.00%	+0.7%	Q2 2024
ABBVAbbVie Inc.	$780K	0.24%	0.00%	+1.2%	Q4 2023
LDOSLeidos Holdings, Inc.	$726K	0.22%	0.00%	0.0%	Q2 2024
RKLBRocket Lab Corp	$699K	0.21%	0.00%	Not reported	Q2 2025
JNJJohnson & Johnson	$675K	0.20%	0.00%	-0.2%	Q4 2023
EPDEnterprise Products Partners L.P.	$660K	0.20%	0.00%	-8.7%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$656K	0.20%	Not reported	+0.4%	Q4 2023
BABAAlibaba Group Holding Ltd	$650K	0.20%	0.00%	0.0%	Q2 2024
XOMExxonMobil Holdings Corp	$621K	0.19%	0.00%	+11.0%	Q4 2023
MYCFJammin Java Corp.	$575K	0.17%	0.01%	New	Q4 2025
MYCGGlobal AI, Inc.	$575K	0.17%	Not reported	New	Q4 2025
COKECoca-Cola Consolidated, Inc.	$561K	0.17%	0.01%	Not reported	Q4 2023
MSMorgan Stanley	$555K	0.17%	0.00%	+0.2%	Q4 2023
TSLATesla, Inc.	$546K	0.16%	0.00%	+2.4%	Q4 2023
ISRGIntuitive Surgical Inc	$513K	0.15%	0.00%	-9.7%	Q4 2023
JPMJPMorgan Chase & Co	$511K	0.15%	0.00%	+1.8%	Q4 2023
LNGCheniere Energy, Inc.	$490K	0.15%	0.00%	-9.0%	Q4 2023
CMECme Group Inc.	$480K	0.14%	0.00%	Not reported	Q4 2023
LLYELI LILLY & Co	$451K	0.14%	0.00%	Not reported	Q4 2023
GBTCGrayscale Bitcoin Trust ETF	$446K	0.13%	0.00%	-32.0%	Q2 2025
CVSCVS HEALTH Corp	$432K	0.13%	0.00%	Not reported	Q4 2023
SOFISoFi Technologies, Inc.	$387K	0.12%	0.00%	Not reported	Q2 2024
DUKDuke Energy CORP	$387K	0.12%	0.00%	+30.2%	Q4 2023

Q3 2025Reported Nov 13, 202565 positions
PPIPassport Potash Inc	$13.8M	4.31%	0.34%	+1.4%	Q4 2023
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$4.9M	1.52%	Not reported	+5.2%	Q4 2023
SPTSSports Media Inc	$4.51M	1.40%	Not reported	+6.4%	Q1 2025
GLDMWorld Gold Trust	$4.06M	1.27%	0.02%	-7.2%	Q4 2023
AAPLApple Inc.	$3.56M	1.11%	0.00%	+1.5%	Q4 2023
GOOGLAlphabet Inc.	$2.93M	0.91%	0.00%	-1.8%	Q4 2023
MSFTMicrosoft Corp	$2.47M	0.77%	0.00%	-0.6%	Q4 2023
AMZNAmazon Com Inc	$2.13M	0.66%	0.00%	+0.1%	Q4 2023
METAMeta Platforms, Inc.	$2.06M	0.64%	Not reported	+9.8%	Q4 2023
NVDANvidia Corp	$1.98M	0.62%	0.00%	+1.1%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$1.7M	0.53%	Not reported	-9.7%	Q4 2023
GSGoldman Sachs Group Inc	$1.65M	0.51%	0.00%	+0.1%	Q4 2023
BACBank of America Corp	$1.44M	0.45%	0.00%	+0.1%	Q4 2023
CCitigroup Inc	$1.4M	0.44%	0.00%	+4.9%	Q2 2024
GLWCorning Inc	$1.4M	0.43%	0.00%	Not reported	Q4 2023
KMIKinder Morgan, Inc.	$1.37M	0.43%	0.00%	0.0%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.26M	0.39%	0.00%	+19.6%	Q2 2024
GOOGAlphabet Inc.	$1.22M	0.38%	Not reported	Not reported	Q4 2023
WMTWalmart Inc.	$1.12M	0.35%	0.00%	+0.1%	Q4 2023
IAUIshares Gold Trust	$1.03M	0.32%	0.00%	Not reported	Q4 2023
SPMDSupermedia Inc.	$1.02M	0.32%	Not reported	0.0%	Q4 2023
AXPAmerican Express Co	$924K	0.29%	0.00%	Not reported	Q4 2023
CMICummins Inc	$890K	0.28%	0.00%	+0.1%	Q4 2023
GBTCGrayscale Bitcoin Trust ETF	$862K	0.27%	0.00%	+89.4%	Q2 2025
VRTVertiv Holdings Co	$836K	0.26%	0.00%	+20.6%	Q2 2025
GLTRabrdn Precious Metals Basket ETF Trust	$834K	0.26%	0.04%	-3.2%	Q4 2023
BABAAlibaba Group Holding Ltd	$793K	0.25%	0.00%	+6.1%	Q2 2024
ABBVAbbVie Inc.	$781K	0.24%	0.00%	-0.4%	Q4 2023
LDOSLeidos Holdings, Inc.	$760K	0.24%	0.00%	-8.2%	Q2 2024
CEGConstellation Energy Corp	$753K	0.23%	0.00%	-23.6%	Q2 2024
NUENucor Corp	$742K	0.23%	0.00%	Not reported	Q4 2023
VRTXVertex Pharmaceuticals Inc / Ma	$733K	0.23%	0.00%	-28.3%	Q4 2023
EPDEnterprise Products Partners L.P.	$705K	0.22%	0.00%	+0.3%	Q4 2023
LNGCheniere Energy, Inc.	$652K	0.20%	0.00%	-3.5%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$631K	0.20%	Not reported	-17.0%	Q4 2023
JNJJohnson & Johnson	$606K	0.19%	0.00%	+5.7%	Q4 2023
TSLATesla, Inc.	$527K	0.16%	0.00%	+0.3%	Q4 2023
XOMExxonMobil Holdings Corp	$524K	0.16%	0.00%	-11.6%	Q4 2023
MSMorgan Stanley	$496K	0.15%	0.00%	+1.0%	Q4 2023
JPMJPMorgan Chase & Co	$492K	0.15%	0.00%	-1.7%	Q4 2023
RKLBRocket Lab Corp	$480K	0.15%	0.00%	Not reported	Q2 2025
CMECme Group Inc.	$475K	0.15%	0.00%	+0.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$462K	0.14%	Not reported	+0.1%	Q4 2023
ISRGIntuitive Surgical Inc	$448K	0.14%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$416K	0.13%	0.00%	Not reported	Q4 2023
AVGOBroadcom Inc.	$381K	0.12%	0.00%	+4.3%	Q4 2023
ORCLOracle Corp	$370K	0.12%	0.00%	-55.3%	Q4 2023
SPOTSpotify Technology S.A.	$352K	0.11%	0.00%	-0.4%	Q3 2024
FBTCFidelity Wise Origin Bitcoin Fund	$349K	0.11%	0.00%	+16.5%	Q2 2024
BRK.BBerkshire Hathaway Inc	$347K	0.11%	Not reported	-0.7%	Q4 2023

Premium opens every quarter this fund has filed