Q2 2026 13F · SEC CIK 1841815

HUB Investment Partners, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.4B
Reported positions: 1,221
Top holdings a year, 3 yrs: +19.1%
Assets under management: $11.9B

HUB Investment Partners, LLC is a wealth manager that reported 1,221 positions worth $5.4B in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Nvidia Corporation Com (NVDA, 10.4%), Apple Inc (AAPL, 7.9%), Aiai Holdings Corp (AIAI, 2.9%). A portfolio copying its top holdings returned 19.1% a year over the last 3 years, against 20.4% for the S&P 500.

HUB Investment Partners, LLC holdings largest 50 of 1,221 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

HUB Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	10.4%	9.8%	2,842,639	+23.6%	$568.8M
AAPLApple Inc	7.9%	8.3%	1,491,397	+11.1%	$431.6M
AIAIAiai Holdings Corp	2.9%	—	11,274,407	—	$156.8M
VTIVanguard Index Fds	2.7%	2.8%	396,671	+10.1%	$146.8M
MSFTMicrosoft Corp	2.0%	2.3%	297,773	+17.7%	$111.1M
AVLVAmerican Centy Tr ETF Avantis U S Large	2.0%	2.2%	1,205,715	+6.7%	$110.0M
AMZNAmazon Com Inc Com	1.9%	2.1%	445,033	+8.5%	$106.1M
GOOGLAlphabet Inc	1.4%	1.4%	213,889	+10.7%	$76.4M
SGOViShares 0-3 Month Treasury Bon	1.3%	0.8%	692,718	+106.3%	$69.7M
AVDEAvantis International Equity ETF	1.2%	1.4%	736,719	+8.1%	$65.7M
FBNDFidelity Merrimack Str Tr	1.2%	1.5%	1,421,650	+4.7%	$64.7M
AVGOBroadcom Inc	1.1%	1.0%	154,216	+13.3%	$58.3M
JPMJpmorgan Chase & Co	1.0%	1.1%	166,772	+5.3%	$54.6M
METAMeta Platforms Inc Class A	1.0%	1.1%	95,376	+17.3%	$53.7M
BINCIshares Flexible Income Active ETF	1.0%	1.2%	996,162	+7.3%	$52.1M
VTVVanguard Value ETF	0.9%	1.0%	225,673	+9.0%	$49.2M
JEPIJpmorgan Equity Premium Income ETF	0.9%	1.2%	862,892	+3.2%	$48.7M
TSLATesla Inc Com	0.9%	0.9%	112,089	+9.7%	$47.1M
PYLDPimco Multisector Bond Active Exchange-T	0.8%	1.0%	1,700,919	+6.5%	$45.1M
MUMicron Technology Inc	0.8%	—	38,847	—	$44.8M
VOEVanguard Index Fds	0.8%	1.1%	223,312	-5.3%	$44.1M
VCRBVanguard Malvern Fds	0.8%	1.0%	552,085	+7.6%	$42.6M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	85,070	+5.8%	$42.6M
JGROJ P Morgan Exchange Traded F	0.7%	0.8%	411,446	+1.7%	$40.6M
ABBVAbbvie Inc	0.7%	0.6%	158,806	+35.5%	$40.0M
QQQInvesco Qqq Tr	0.7%	0.5%	52,697	+58.6%	$38.8M
AMATApplied Matls Inc	0.7%	0.4%	52,157	+6.8%	$37.7M
GOOGAlphabet Inc	0.7%	0.7%	105,803	+8.2%	$37.4M
CGUSCapital Group Core Equity Et	0.7%	1.0%	835,860	-18.8%	$37.2M
VOOVanguard S&p 500 ETF	0.7%	—	53,975	—	$37.1M
IVLUIshares Tr	0.6%	0.8%	840,516	+7.2%	$35.2M
XOMExxon Mobil Corp	0.6%	1.0%	250,010	+6.2%	$34.2M
AMDAdvanced Micro Devices Inc	0.6%	—	57,926	—	$33.6M
IXUSIshares Core Msci Total International St	0.6%	0.7%	348,109	+4.2%	$33.2M
SPLGSpdr Series Trust	0.6%	0.7%	374,977	-1.1%	$33.0M
MSMorgan Stanley Com New	0.6%	0.6%	153,261	+4.2%	$32.0M
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.5%	0.6%	484,137	+4.1%	$29.8M
TSMTaiwan Semiconductor Manufac	0.5%	0.4%	61,960	+27.0%	$29.6M
SPYSpdr S&p 500 ETF Tr	0.5%	0.4%	39,295	+39.7%	$29.3M
CGXUCapital Group Intl Focus Eqt	0.5%	—	833,653	—	$28.9M
WMTWalmart Inc	0.5%	1.0%	252,054	-21.5%	$28.5M
GEVGe Vernova Inc	0.5%	0.4%	22,575	+13.5%	$26.5M
AVEMAmerican Centy ETF Tr	0.5%	0.5%	262,938	+3.8%	$25.4M
VVisa Inc Com Cl A	0.5%	0.5%	73,903	+11.7%	$25.4M
PWRQuanta Svcs Inc Com	0.4%	0.4%	33,325	+5.0%	$24.0M
DELLDell Technologies Inc	0.4%	—	55,000	—	$23.7M
ESGVVanguard World Fd	0.4%	0.5%	171,322	+0.1%	$22.7M
QYLDGlobal X Fds	0.4%	0.5%	1,224,302	+3.0%	$22.6M
KLACKla Corp	0.4%	—	73,210	—	$22.1M
APOApollo Global Mgmt Inc Nclass	0.4%	—	182,927	—	$21.6M

What HUB Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: +19.1% /yr; S&P 500 +20.4%
5 years: +9.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.4B	1,221
Q1 2026	$4.1B	1,005
Q4 2025	$3.7B	847
Q3 2025	$2.7B	702
Q2 2025	$2.9B	634
Q1 2025	$2.5B	556
Q4 2024	$2.4B	537
Q3 2024	$2.3B	509
Q2 2024	$2.1B	463
Q1 2024	$1.8B	451
Q4 2023	$1.4B	391
Q3 2023	$644.3M	251

Questions about HUB Investment Partners, LLC's portfolio

What stocks does HUB Investment Partners, LLC own?

HUB Investment Partners, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 1,221 positions worth $5.4B. The largest are Nvidia Corporation Com (NVDA) at 10.4%, Apple Inc (AAPL) at 7.9%, Aiai Holdings Corp (AIAI) at 2.9%, Vanguard Index Fds (VTI) at 2.7% and Microsoft Corp (MSFT) at 2.0%.

What did HUB Investment Partners, LLC buy last quarter?

In Q2 2026, HUB Investment Partners, LLC added iShares 0-3 Month Treasury Bon (SGOV) (+106.3% shares), Invesco Qqq Tr (QQQ) (+58.6% shares) and Spdr S&p 500 ETF Tr (SPY) (+39.7% shares), compared with its Q1 2026 filing.

What did HUB Investment Partners, LLC sell last quarter?

In Q2 2026, HUB Investment Partners, LLC cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Vanguard Total Bond Market ETF (BND), cut from its top 50 J P Morgan Exchange Traded F (JCPB), cut from its top 50 Idexx Labs Inc (IDXX), cut from its top 50 Wells Fargo Co New (WFC), Walmart Inc (WMT) (-21.5% shares), Capital Group Core Equity Et (CGUS) (-18.8% shares) and Vanguard Index Fds (VOE) (-5.3% shares), compared with its Q1 2026 filing.

How has HUB Investment Partners, LLC's portfolio performed?

A portfolio copying HUB Investment Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.1% against +20.1%. Over 5 years: +9.7% a year against +11.6%.

When is HUB Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. HUB Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does HUB Investment Partners, LLC manage?

HUB Investment Partners, LLC reported $11.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.4B.