HUB Investment Partners, LLC

Est. AUM

$4.18B

13F long equity, this entity only

Positions

1,150

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$401.1M	2299680	9.59%	SOLE
2	APPLE INC	COM	$340.8M	1342807	8.15%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$115.6M	360285	2.76%	SOLE
4	MICROSOFT CORP	COM	$93.7M	253048	2.24%	SOLE
5	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$91.1M	1130337	2.18%	SOLE
6	AMAZON COM INC	COM	$85.4M	410253	2.04%	SOLE
7	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$62.0M	1358029	1.48%	SOLE
8	AMERICAN CENTY ETF TR	INTL EQT ETF	$57.8M	681333	1.38%	SOLE
9	ALPHABET INC	CAP STK CL A	$55.6M	193242	1.33%	SOLE
10	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$48.2M	928138	1.15%	SOLE
11	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$47.4M	836279	1.13%	SOLE
12	JPMORGAN CHASE & CO	COM	$46.6M	158439	1.11%	SOLE
13	META PLATFORMS INC	CL A	$46.5M	81343	1.11%	SOLE
14	VANGUARD INDEX FDS	MCAP VL IDXVIP	$43.5M	235927	1.04%	SOLE
15	BROADCOM INC	COM	$42.1M	136073	1.01%	SOLE
16	PIMCO ETF TR	MULTISECTOR BD	$41.8M	1597029	1.00%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$40.6M	207122	0.97%	SOLE
18	EXXON MOBIL CORP	COM	$40.0M	235495	0.96%	SOLE
19	WALMART INC	COM	$39.9M	320972	0.95%	SOLE
20	VANGUARD MALVERN FDS	CORE BD ETF	$39.7M	513210	0.95%	SOLE
21	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$39.5M	1029237	0.95%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$38.5M	80418	0.92%	SOLE
23	TESLA INC	COM	$38.0M	102179	0.91%	SOLE
24	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$34.2M	404453	0.82%	SOLE
25	ISHARES TR	0-3 MNTH TREASRY	$33.8M	335841	0.81%	SOLE
26	ISHARES TR	MSCI INTL VLU FT	$31.1M	783813	0.74%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$29.0M	379070	0.69%	SOLE
28	ISHARES TR	CORE MSCI TOTAL	$28.9M	334140	0.69%	SOLE
29	ALPHABET INC	CAP STK CL C	$28.1M	97803	0.67%	SOLE
30	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$25.8M	465179	0.62%	SOLE
31	ABBVIE INC	COM	$25.5M	117199	0.61%	SOLE
32	MORGAN STANLEY	COM NEW	$24.2M	147072	0.58%	SOLE
33	INTUITIVE SURGICAL INC	COM NEW	$21.8M	47265	0.52%	SOLE
34	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$20.4M	253291	0.49%	SOLE
35	GLOBAL X FDS	NASDAQ 100 COVER	$20.4M	1189090	0.49%	SOLE
36	VISA INC	COM CL A	$20.0M	66168	0.48%	SOLE
37	VANGUARD WORLD FD	ESG US STK ETF	$19.2M	171091	0.46%	SOLE
38	INVESCO QQQ TR	UNIT SER 1	$19.2M	33231	0.46%	SOLE
39	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.5M	251302	0.44%	SOLE
40	STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.3M	28119	0.44%	SOLE
41	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$18.2M	387577	0.44%	SOLE
42	IDEXX LABS INC	COM	$17.6M	31261	0.42%	SOLE
43	WELLS FARGO & CO	COM	$17.6M	220549	0.42%	SOLE
44	QUANTA SVCS INC	COM	$17.4M	31723	0.42%	SOLE
45	GE VERNOVA INC	COM	$17.4M	19885	0.42%	SOLE
46	GLOBAL X FDS	S&P 500 COVERED	$16.7M	427853	0.40%	SOLE
47	APPLIED MATLS INC	COM	$16.7M	48850	0.40%	SOLE
48	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$16.5M	48800	0.39%	SOLE
49	ISHARES TR	MSCI USA QLT FCT	$16.4M	85757	0.39%	SOLE
50	JOHNSON & JOHNSON	COM	$16.2M	66401	0.39%	SOLE

1–50 of 1,150

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.