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CIK: 0001841815
Total reported value
$5.6B
$5.6B
1005 檔
19.1%
During the Q1 2026 filing period, HUB Investment Partners, LLC (CIK: 0001841815) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.6B across 1005 reported positions.
In Q1 2026, HUB Investment Partners, LLC displayed an active expansion posture, initiating 33 new positions and adding to 109 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, VTI) accounted for 19.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
BSV
市值: $15.8M
Top Position Liquidated / Trimmed
AZNN
前期市值: $11.8M
Showing top 200 holdings (of 1005 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.67% | +0.64% | -11.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.31% | -0.41% | +4.71% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.76% | -0.12% | +13.00% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.30% | +37.76% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.18% | -0.20% | +4.48% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.14% | +4.18% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.48% | -0.32% | +9.87% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 1.38% | -0.20% | +6.17% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.34% | +0.05% | -36.90% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.16% | +14.53% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.15% | -0.21% | +12.60% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.13% | -0.25% | +15.31% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.14% | +2.42% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.04% | -0.25% | +184.89% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.06% | +11.68% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.00% | -0.19% | +10.93% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 0.97% | -0.09% | -5.55% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -0.35% | +22.51% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.11% | +42.83% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.95% | -0.44% | -0.03% | |
| 21 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.95% | -0.18% | +16.60% | |
| 22 | CGUS | Cap Group Core Equity | ETF-Other | 0.95% | -0.28% | -9.73% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | -0.03% | +4.11% | |
| 24 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.82% | -0.09% | +23.89% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.81% | +0.44% | +58.22% | |
| 26 | IVLU | Ishares Msci International V | ETF-Other | 0.74% | -0.11% | +5.44% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.10% | +6.54% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.69% | -0.09% | +11.23% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | — | +7.16% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.62% | -0.09% | +29.49% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.11% | +7.80% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.58% | — | -10.14% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.12% | +10.17% | |
| 34 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.53% | -0.19% | -9.46% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.51% | +0.06% | +16.17% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.49% | -0.03% | +4.77% | |
| 37 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.49% | -0.08% | +8.16% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.02% | +25.49% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.24% | -14.98% | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.46% | -0.05% | +0.16% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.44% | -0.09% | +2194.58% | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.44% | -0.09% | +7.26% | |
| 43 | PWR | Quanta Services Inc | Stock-Industrials | 0.42% | +0.02% | +6.98% | |
| 44 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.42% | -0.12% | -9.73% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | -0.23% | +4.24% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.42% | +0.06% | +16.25% | |
| 47 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.40% | -0.07% | +4.90% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | +0.28% | -1.68% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.39% | -0.02% | +7.50% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.06% | -1.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOE | Vanguard Mid-cap Value ETF | +0.7% | +184.89% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.4% | +2194.58% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +22.51% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +58.22% | Add |
| 5 | BKNG | Booking Holdings Inc | +0.3% | +1537.89% | Add |
| 6 | FCX | Freeport-mcmoran Inc | +0.2% | +1015.23% | Add |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +2981.51% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +644.66% | Add |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +3012.00% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +42.83% | Add |
| 11 | SPYI | Neos S&p 500 High Income ETF | +0.2% | +789.10% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +137.82% | Add |
| 13 | GLD | Spdr Gold Shares | +0.2% | +165.42% | Add |
| 14 | MU | Micron Technology Inc | +0.2% | +86.36% | Add |
| 15 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +596.23% | Add |
| 16 | DFUV | Dimensional US Marketwide Va | +0.1% | +2353.03% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | +16.25% | Add |
| 18 | AVUV | Avantis US Small Cap Value | +0.1% | +209.93% | Add |
| 19 | VBR | Vanguard Small-cap Value ETF | +0.1% | +623.83% | Add |
| 20 | CGXU | Cap Group Intl Focus | +0.1% | +68.69% | Add |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +719.05% | Add |
| 22 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +1101.24% | Add |
| 23 | IAU | Ishares Gold Trust | +0.1% | +639.50% | Add |
| 24 | VUG | Vanguard Growth ETF | +0.1% | +389.80% | Add |
| 25 | PWR | Quanta Services Inc | +0.1% | +6.98% | Add |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | +10.13% | Add |
| 27 | CVX | Chevron CORP | +0.1% | +19.31% | Add |
| 28 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +368.97% | Add |
| 29 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +29.49% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +16.17% | Add |
| 31 | SLV | Ishares Silver Trust | +0.1% | +176.01% | Add |
| 32 | AMAT | Applied Materials Inc | +0.1% | -1.68% | Trim |
| 33 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +149.74% | Add |
| 34 | ET | Energy Transfer LP | +0.1% | +70.17% | Add |
| 35 | MPLX | Mplx LP | +0.1% | +265.83% | Add |
| 36 | AVLV | Avantis US Large Cap Value | +0.1% | +4.48% | Add |
| 37 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +15.31% | Add |
| 38 | VCRB | Vanguard Core Bond ETF | +0.1% | +16.60% | Add |
| 39 | PSX | Phillips 66 | +0.1% | -9.23% | Trim |
| 40 | GILD | Gilead Sciences Inc | +0.1% | +19.86% | Add |
| 41 | CAT | Caterpillar Inc | +0.1% | +84.81% | Add |
| 42 | VXUS | Vanguard Total Intl Stock | +0.1% | +646.34% | Add |
| 43 | NEE | Nextera Energy Inc | +0.1% | +8.16% | Add |
| 44 | JNJ | Johnson & Johnson | +0.1% | +22.59% | Add |
| 45 | WMB | Williams Cos Inc | +0.1% | +10.61% | Add |
| 46 | MUB | Ishares National Muni Bond E | +0.1% | +59.69% | Add |
| 47 | INTC | Intel CORP | +0.1% | +133.06% | Add |
| 48 | PSLV | Sprott Physical Silver Trust | +0.1% | +253.41% | Add |
| 49 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +77.80% | Add |
| 50 | JGRO | Jpmorgan Active Growth ETF | 0% | +23.89% | 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 1005 disclosed positions in Q1 2026.
During Q1 2026, HUB Investment Partners, LLC's top holdings by market value included NVDA (9.7%)、AAPL (8.3%)、VTI (2.8%). The largest single position, NVDA, represented 9.7% of total portfolio value.
In Q1 2026, HUB Investment Partners, LLC made 200 total portfolio adjustments, initiating 33 new buys, adding to 109 positions, trimming 53 holdings, and fully liquidating 5 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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