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CIK: 0001841815
Total reported value
$5.6B
$5.6B
556 檔
10.6%
At the close of Q1 2025, HUB Investment Partners, LLC disclosed equity holdings valued at approximately $5.6B, spread across 556 reported holdings.
In Q1 2025, HUB Investment Partners, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 556 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.64% | +0.64% | +34.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.19% | -0.41% | +10.79% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.33% | -0.12% | +0.25% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.60% | -0.14% | +10.62% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.56% | -0.20% | +1.73% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.30% | +26.63% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.99% | -0.32% | +7.91% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.53% | -0.25% | +17.74% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.51% | -0.14% | +9.45% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.30% | -0.09% | +0.79% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.27% | -0.19% | +11.20% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.24% | -0.21% | +11.59% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.23% | -0.03% | +2.15% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.16% | +72.02% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.20% | -0.19% | -5.31% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | -0.44% | +6.34% | |
| 17 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.11% | -0.18% | +17.35% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | -0.03% | -9.16% | |
| 19 | CGUS | Cap Group Core Equity | ETF-Other | 0.93% | -0.28% | -1.51% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.05% | +13.06% | |
| 21 | AVDE | Avantis International Equity | ETF-Other | 0.89% | -0.20% | +1.92% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.04% | +15.73% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.35% | +0.17% | |
| 24 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.86% | -0.08% | +17.99% | |
| 25 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.84% | -0.07% | +17.90% | |
| 26 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.82% | -0.09% | -1.56% | |
| 27 | MS | Morgan Stanley | Stock-Financials | 0.81% | — | -0.50% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.10% | +7.51% | |
| 29 | OKE | Oneok Inc | Stock-Energy | 0.80% | -0.13% | +18.02% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.11% | +39.43% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.12% | -14.50% | |
| 32 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.74% | -0.04% | +155.81% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.73% | -0.09% | +19.00% | |
| 34 | APO | Apollo Global Management Inc | Stock-Financials | 0.72% | +0.13% | -0.37% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.71% | -0.08% | -0.00% | |
| 36 | RYLD | Global X Russell 2000 Cov Cl | ETF-Small Cap | 0.71% | -0.05% | +25.63% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.06% | +13.27% | |
| 38 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.66% | — | +7.88% | |
| 39 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.66% | -0.12% | -0.84% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.08% | +6.87% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.07% | +7.25% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.02% | +7.41% | |
| 43 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.61% | -0.09% | +1.72% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.59% | — | — | |
| 45 | MSCI | Msci Inc | Stock-Financials | 0.58% | -0.06% | -1.47% | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.57% | -0.23% | -0.96% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.24% | -48.13% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.53% | -0.04% | +3.31% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.53% | -0.25% | +1567.20% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.52% | -0.10% | +0.08% |
According to official SEC Form 13F filings, HUB Investment Partners, LLC reported a total U.S. public equity portfolio value of $5.6B across 556 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, VTI) accounted for 10.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $192.4M
During Q1 2025, HUB Investment Partners, LLC's top holdings by market value included NVDA (7.6%)、AAPL (7.2%)、VTI (3.3%). The largest single position, NVDA, represented 7.6% of total portfolio value.
In Q1 2025, HUB Investment Partners, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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