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CIK: 0001841815
Total reported value
$5.6B
$5.6B
848 檔
20.6%
At the close of Q4 2025, HUB Investment Partners, LLC disclosed equity holdings valued at approximately $5.6B, spread across 848 reported holdings.
In Q4 2025, HUB Investment Partners, LLC displayed an active expansion posture, initiating 65 new positions and adding to 65 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, VTI) accounted for 20.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
AAPL
市值: $355.5M
Top Position Liquidated / Trimmed
FTHI
前期市值: $8.6M
Showing top 200 holdings (of 848 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.66% | +0.64% | +6.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.20% | -0.41% | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.77% | -0.12% | -1.59% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.54% | -0.30% | +12.89% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.51% | +0.05% | -26.05% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | -0.14% | — | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.12% | -0.20% | — | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.47% | -0.32% | +3.78% | |
| 9 | AVDE | Avantis International Equity | ETF-Other | 1.37% | -0.20% | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.14% | +1.63% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.27% | -0.16% | +17.68% | |
| 12 | CGUS | Cap Group Core Equity | ETF-Other | 1.19% | -0.28% | +2.22% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | -0.03% | -3.62% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.13% | -0.21% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | +0.06% | +3.71% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.08% | -0.09% | +1.72% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.07% | -0.25% | -1.50% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.99% | -0.19% | +2.47% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.44% | -0.99% | |
| 20 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.89% | -0.18% | +7.05% | |
| 21 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.78% | -0.09% | +2.37% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.78% | -0.19% | +2.01% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.11% | — | |
| 24 | MS | Morgan Stanley | Stock-Financials | 0.75% | — | +0.68% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | — | +6.89% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.10% | +3.16% | |
| 27 | IVLU | Ishares Msci International V | ETF-Other | 0.73% | -0.11% | +1.75% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.66% | -0.09% | +1.84% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.11% | +1.88% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | +0.24% | -60.46% | |
| 31 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.61% | -0.12% | -0.59% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.35% | -0.52% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.12% | +4.27% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.55% | +0.44% | +31.37% | |
| 35 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.54% | -0.09% | +21.92% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.53% | -0.05% | +59.30% | |
| 37 | WFC | Wells Fargo & Co | Stock-Financials | 0.51% | -0.23% | -0.11% | |
| 38 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.50% | -0.08% | -8.83% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | -0.07% | +3.17% | |
| 40 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.48% | -0.03% | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.02% | +6.74% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.46% | +0.13% | -2.87% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.46% | +0.42% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.05% | +19.81% | |
| 45 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.44% | -0.09% | +1.53% | |
| 46 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 0.43% | -0.03% | +695.49% | |
| 47 | APO | Apollo Global Management Inc | Stock-Financials | 0.43% | +0.13% | -0.22% | |
| 48 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.43% | -0.07% | -8.86% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.43% | +0.06% | -13.29% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.42% | -0.08% | +2.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSCV | Invesco Bulletshares 2031 Cb | +0.4% | +695.49% | Add |
| 2 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +59.30% | Add |
| 3 | LLY | Eli Lilly & Co | +0.1% | +19.81% | Add |
| 4 | MU | Micron Technology Inc | +0.1% | +45.70% | Add |
| 5 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +523.06% | Add |
| 6 | RDDT | Reddit Inc-cl A | +0.1% | +457.11% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +6.89% | Add |
| 8 | BR | Broadridge Financial Solutio | 0% | +523.14% | Add |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +422.19% | Add |
| 10 | ALAB | Astera Labs Inc | 0% | +340.90% | Add |
| 11 | GEV | GE Vernova Inc | 0% | +29.84% | Add |
| 12 | BSJT | Invesco Bulletshares 2029 Hy | 0% | +123.44% | Add |
| 13 | SMH | Vaneck Semiconductor ETF | 0% | +262.57% | Add |
| 14 | ROK | Rockwell Automation Inc | 0% | +164.48% | Add |
| 15 | SCHV | Schwab US Large-cap Value | 0% | +321.27% | Add |
| 16 | ISRG | Intuitive Surgical Inc | 0% | +2.01% | Add |
| 17 | SGOV | Ishares 0-3 Month Treasury B | 0% | +31.37% | Add |
| 18 | MDT | Medtronic plc | 0% | +46.23% | Add |
| 19 | SCHG | Schwab US Large-cap Growth | 0% | +76.10% | Add |
| 20 | LRCX | Lam Research CORP | 0% | +8.51% | Add |
| 21 | EXK | Exact Sciences CORP | 0% | +0.05% | Add |
| 22 | AGNC | Agnc Investment CORP | — | +10.76% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | 0% | +28.10% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | +8.47% | Add |
| 25 | GS | Goldman Sachs Group Inc | 0% | +7.18% | Add |
| 26 | PH | Parker Hannifin CORP | 0% | +5.57% | Add |
| 27 | DKNG | Draftkings Inc-cl A | 0% | +25.72% | Add |
| 28 | ET | Energy Transfer LP | 0% | +30.26% | Add |
| 29 | JEPQ | JPM Nasdaq Equity Premium | 0% | +21.92% | Add |
| 30 | CSCO | Cisco Systems Inc | 0% | +5.66% | Add |
| 31 | GILD | Gilead Sciences Inc | 0% | +9.41% | Add |
| 32 | VRT | Vertiv Holdings Co-a | 0% | +8.16% | Add |
| 33 | MRK | Merck & Co. Inc. | 0% | -7.52% | Trim |
| 34 | NFLX | Netflix Inc | 0% | +1365.09% | Add |
| 35 | QLD | Proshares Ultra Qqq | 0% | +123.38% | Add |
| 36 | FSK | Fs Kkr Capital CORP | 0% | -77.58% | Trim |
| 37 | PLD | Prologis Inc | 0% | +0.84% | Add |
| 38 | CGXU | Cap Group Intl Focus | 0% | +11.95% | Add |
| 39 | TSLL | Dirx Dly Tsla Bul 2x Etf-aui | 0% | -63.45% | Trim |
| 40 | ARCC | Ares Capital CORP | 0% | -38.02% | Trim |
| 41 | KMB | Kimberly-clark CORP | 0% | -45.87% | Trim |
| 42 | IRM | Iron Mountain Inc | 0% | -44.98% | Trim |
| 43 | SMG | Scotts Miracle-gro Co | 0% | -46.74% | Trim |
| 44 | STZ | Constellation Brands Inc-a | 0% | -44.22% | Trim |
| 45 | HYT | Blackrock CORP Hi Yld | 0% | -33.03% | Trim |
| 46 | ✓ | Tidal Trust Ii | 0% | -11.43% | Trim |
| 47 | ORCL | Oracle CORP | 0% | +59.79% | Add |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | -28.11% | Trim |
| 49 | FCX | Freeport-mcmoran Inc | 0% | -60.47% | Trim |
| 50 | QCOM | Qualcomm Inc | 0% | +6.62% | Add |
According to official SEC Form 13F filings, HUB Investment Partners, LLC reported a total U.S. public equity portfolio value of $5.6B across 848 disclosed positions in Q4 2025.
During Q4 2025, HUB Investment Partners, LLC's top holdings by market value included NVDA (12.7%)、AAPL (9.2%)、VTI (2.8%). The largest single position, NVDA, represented 12.7% of total portfolio value.
In Q4 2025, HUB Investment Partners, LLC made 200 total portfolio adjustments, initiating 65 new buys, adding to 65 positions, trimming 52 holdings, and fully liquidating 18 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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