Hub Investment Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.18B
Q ending 2026-03-31
Prior quarter
$3.86B
Q ending 2025-12-31
Change
+8.3% QoQ · +65.9% YoY
Positions
1,150
reported holdings
Largest positions
Top 100 of 1,150 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $401.1M | 2.3M |
| Apple Inc | AAPL | Shares | $340.8M | 1.3M |
| Vanguard Index Fds | VTI | Shares | $115.6M | 360K |
| Microsoft Corp | MSFT | Shares | $93.7M | 253K |
| American Centy Etf Tr | AVLV | Shares | $91.1M | 1.1M |
| Amazon Com Inc | AMZN | Shares | $85.4M | 410K |
| Fidelity Merrimack Str Tr | FBND | Shares | $62.0M | 1.4M |
| American Centy Etf Tr | AVDE | Shares | $57.8M | 681K |
| Alphabet Inc | GOOGL | Shares | $55.6M | 193K |
| Blackrock Etf Trust Ii | BINC | Shares | $48.2M | 928K |
| J P Morgan Exchange Traded F | JEPI | Shares | $47.4M | 836K |
| Jpmorgan Chase & Co | JPM | Shares | $46.6M | 158K |
| Meta Platforms Inc | META | Shares | $46.5M | 81K |
| Vanguard Index Fds | VOE | Shares | $43.5M | 236K |
| Broadcom Inc | AVGO | Shares | $42.1M | 136K |
| Pimco Etf Tr | PYLD | Shares | $41.8M | 1.6M |
| Vanguard Index Fds | VTV | Shares | $40.6M | 207K |
| Exxon Mobil Corp | XOM | Shares | $40.0M | 235K |
| Walmart Inc | WMT | Shares | $39.9M | 321K |
| Vanguard Malvern Fds | VCRB | Shares | $39.7M | 513K |
| Capital Group Core Equity Et | CGUS | Shares | $39.5M | 1.0M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $38.5M | 80K |
| Tesla Inc | TSLA | Shares | $38.0M | 102K |
| J P Morgan Exchange Traded F | JGRO | Shares | $34.2M | 404K |
| Ishares Tr | SGOV | Shares | $33.8M | 336K |
| Ishares Tr | IVLU | Shares | $31.1M | 784K |
| Spdr Series Trust | SPYM | Shares | $29.0M | 379K |
| Ishares Tr | IXUS | Shares | $28.9M | 334K |
| Alphabet Inc | GOOG | Shares | $28.1M | 98K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $25.8M | 465K |
| Abbvie Inc | ABBV | Shares | $25.5M | 117K |
| Morgan Stanley | MS | Shares | $24.2M | 147K |
| Intuitive Surgical Inc | ISRG | Shares | $21.8M | 47K |
| American Centy Etf Tr | AVEM | Shares | $20.4M | 253K |
| Global X Fds | QYLD | Shares | $20.4M | 1.2M |
| Visa Inc | V | Shares | $20.0M | 66K |
| Vanguard World Fd | ESGV | Shares | $19.2M | 171K |
| Invesco Qqq Tr | QQQ | Shares | $19.2M | 33K |
| Vanguard Bd Index Fds | BND | Shares | $18.5M | 251K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $18.3M | 28K |
| J P Morgan Exchange Traded F | JCPB | Shares | $18.2M | 388K |
| Idexx Labs Inc | IDXX | Shares | $17.6M | 31K |
| Wells Fargo & Co | WFC | Shares | $17.6M | 221K |
| Quanta Svcs Inc | PWR | Shares | $17.4M | 32K |
| Ge Vernova Inc | GEV | Shares | $17.4M | 20K |
| Global X Fds | XYLD | Shares | $16.7M | 428K |
| Applied Matls Inc | AMAT | Shares | $16.7M | 49K |
| Taiwan Semiconductor Manufac | TSM | Shares | $16.5M | 49K |
| Ishares Tr | QUAL | Shares | $16.4M | 86K |
| Johnson & Johnson | JNJ | Shares | $16.2M | 66K |
| Vanguard Bd Index Fds | BSV | Shares | $15.8M | 201K |
| Nextera Energy Inc | NEE | Shares | $15.4M | 166K |
| Vanguard Index Fds | VOO | Shares | $15.2M | 25K |
| Phillips 66 | PSX | Shares | $15.1M | 83K |
| Ishares Tr | IWP | Shares | $15.0M | 117K |
| Mastercard Incorporated | MA | Shares | $14.9M | 30K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $14.3M | 484K |
| Astrazeneca Plc | Shares | $14.2M | 72K | |
| Oneok Inc New | OKE | Shares | $14.1M | 156K |
| Global X Fds | RYLD | Shares | $13.5M | 901K |
| Spdr Series Trust | DGT | Shares | $13.5M | 79K |
| D R Horton Inc | DHI | Shares | $12.8M | 93K |
| Enbridge Inc | ENB | Shares | $12.7M | 235K |
| Eli Lilly & Co | LLY | Shares | $12.7M | 14K |
| Bank America Corp | BAC | Shares | $12.7M | 260K |
| Vanguard Index Fds | VO | Shares | $12.7M | 44K |
| Costco Wholesale Corporation | COST | Shares | $12.1M | 12K |
| Micron Technology Inc | MU | Shares | $11.8M | 35K |
| Advanced Micro Devices Inc | AMD | Shares | $11.5M | 57K |
| Msci Inc | MSCI | Shares | $11.4M | 21K |
| Vanguard Tax-Managed Fds | VEA | Shares | $11.4M | 178K |
| Freeport Mcmoran Inc | FCX | Shares | $11.0M | 186K |
| Prologis Inc. | PLD | Shares | $10.9M | 83K |
| Spdr Gold Tr | GLD | Shares | $10.9M | 25K |
| Chevron Corporation | CVX | Shares | $10.8M | 52K |
| Apollo Global Mgmt Inc | APO | Shares | $10.8M | 97K |
| Mcdonalds Corp | MCD | Shares | $10.8M | 35K |
| Cisco Sys Inc | CSCO | Shares | $10.8M | 139K |
| Invesco Exch Trd Slf Idx Fd | BSJS | Shares | $10.7M | 493K |
| Gilead Sciences Inc | GILD | Shares | $10.7M | 77K |
| Williams Cos Inc | WMB | Shares | $10.6M | 145K |
| Kla Corp | KLAC | Shares | $10.5M | 7K |
| Enterprise Prods Partners L | EPD | Shares | $10.5M | 277K |
| Johnson Controls Internation | Shares | $10.4M | 79K | |
| Blackrock Etf Trust | DYNF | Shares | $10.3M | 177K |
| American Centy Etf Tr | AVUS | Shares | $10.3M | 93K |
| Booking Holdings Inc | BKNG | Put | $10.1M | 2K |
| Pacer Fds Tr | COWZ | Shares | $10.1M | 161K |
| Cboe Global Mkts Inc | CBOE | Shares | $9.9M | 35K |
| Palantir Technologies Inc | PLTR | Shares | $9.9M | 68K |
| Netflix Inc. | NFLX | Shares | $9.8M | 102K |
| Microsoft Corp | MSFT | Call | $9.7M | 26K |
| Antero Resources Corp | AR | Shares | $9.7M | 228K |
| American Elec Pwr Co Inc | AEP | Shares | $9.6M | 73K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $9.5M | 84K |
| Sunoco Lp/Sunoco Fin Corp | SUN | Shares | $9.4M | 144K |
| First Tr Exchange Traded Fd | FTHI | Shares | $9.3M | 406K |
| Palo Alto Networks Inc | PANW | Shares | $9.2M | 57K |
| Vertiv Holdings Co | VRT | Shares | $9.1M | 36K |
| Salesforce Inc | CRM | Shares | $9.0M | 48K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.