HUB Investment Partners, LLC

13F filer · CIK 0001841815

Reported Jul 31, 2026

Net buyer this quarter

13F portfolio value$5.57BU.S. long equity reported on 13F

Positions914186 new · 33 closed

Net flow last quarter+$615MBuys minus sells

Top 10 positions weight29.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 31, 2026914 positions
NVDANvidia Corp	$569M	10.22%	0.01%	+23.6%	Q4 2020
AAPLApple Inc.	$432M	7.75%	0.01%	+11.1%	Q4 2020
AIAIAIAI Holdings Corp	$157M	2.82%	16.03%	New	Q2 2026
MSFTMicrosoft Corp	$111M	2.00%	0.00%	+17.7%	Q4 2020
AMZNAmazon Com Inc	$106M	1.91%	0.00%	+8.5%	Q4 2020
GOOGLAlphabet Inc.	$76.4M	1.37%	0.00%	+10.7%	Q4 2020
AVGOBroadcom Inc.	$58.3M	1.05%	0.00%	+13.3%	Q4 2020
JPMJPMorgan Chase & Co	$54.6M	0.98%	0.01%	+5.3%	Q4 2020
METAMeta Platforms, Inc.	$53.7M	0.97%	Not reported	+17.3%	Q4 2020
TSLATesla, Inc.	$47.1M	0.85%	0.00%	+9.7%	Q4 2020
MUMicron Technology Inc	$44.8M	0.81%	0.00%	+11.2%	Q1 2024
BRK.BBerkshire Hathaway Inc	$42.6M	0.76%	Not reported	+5.8%	Q4 2020
ABBVAbbVie Inc.	$40M	0.72%	0.01%	+35.5%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$38.8M	0.70%	Not reported	+58.6%	Q4 2020
AMATApplied Materials Inc	$37.7M	0.68%	0.01%	+6.8%	Q2 2023
GOOGAlphabet Inc.	$37.4M	0.67%	Not reported	+8.2%	Q4 2020
XOMExxonMobil Holdings Corp	$34.2M	0.61%	0.01%	+6.2%	Q4 2020
AMDAdvanced Micro Devices Inc	$33.6M	0.60%	0.00%	+2.4%	Q4 2020
MSMorgan Stanley	$32M	0.58%	0.01%	+4.2%	Q3 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$29.6M	0.53%	0.00%	+27.0%	Q2 2021
SPYSPDR S&P 500 ETF Trust	$29.3M	0.53%	Not reported	+39.8%	Q4 2020
WMTWalmart Inc.	$28.5M	0.51%	0.00%	-21.5%	Q4 2020
GEVGE Vernova Inc.	$26.5M	0.48%	0.01%	+13.5%	Q2 2024
VVisa Inc.	$25.4M	0.46%	0.00%	+11.7%	Q4 2020
PWRQuanta Services, Inc.	$24M	0.43%	0.02%	+5.1%	Q4 2021
DELLDell Technologies Inc.	$23.7M	0.43%	0.01%	+3.3%	Q4 2023
KLACKla Corp	$22.1M	0.40%	0.01%	+2.8%	Q3 2023
APOApollo Global Management, Inc.	$21.6M	0.39%	0.03%	+88.3%	Q4 2023
PANWPalo Alto Networks Inc	$18.9M	0.34%	0.01%	-3.3%	Q4 2023
ISRGIntuitive Surgical Inc	$18.5M	0.33%	0.01%	-1.8%	Q2 2021
JNJJohnson & Johnson	$18.3M	0.33%	0.00%	+8.6%	Q4 2020
CRWDCrowdStrike Holdings, Inc.	$18M	0.32%	0.01%	+6.9%	Q3 2022
LLYELI LILLY & Co	$17.9M	0.32%	0.00%	+8.2%	Q2 2021
CSCOCisco Systems, Inc.	$17.4M	0.31%	0.00%	+7.0%	Q4 2020
BACBank of America Corp	$17M	0.31%	0.00%	+14.8%	Q1 2021
IDXXIdexx Laboratories Inc	$16.7M	0.30%	0.04%	+1.2%	Q4 2023
BSVNBank7 Corp.	$16.3M	0.29%	2.19%	+3.8%	Q2 2021
DHIHorton D R Inc	$16.2M	0.29%	0.04%	+7.2%	Q3 2023
MAMastercard Inc	$15.9M	0.29%	0.00%	+3.7%	Q4 2020
CBOECboe Global Markets, Inc.	$14.9M	0.27%	0.06%	+74.9%	Q2 2025
AZNAstrazeneca PLC	$14.9M	0.27%	Not reported	+9.2%	Q4 2022
PSXPhillips 66	$14.1M	0.25%	0.02%	+0.9%	Q2 2022
ENBEnbridge Inc	$14.1M	0.25%	0.01%	+10.4%	Q2 2024
VRTVertiv Holdings Co	$13.5M	0.24%	0.01%	+10.5%	Q1 2025
FCXFreeport-Mcmoran Inc	$13.4M	0.24%	0.01%	+14.3%	Q4 2023
JCIJohnson Controls International plc	$13M	0.23%	0.01%	+12.0%	Q3 2024
COSTCostco Wholesale Corp	$12.4M	0.22%	0.00%	+9.4%	Q4 2020
WMBWilliams Companies, Inc.	$12.2M	0.22%	0.01%	+13.4%	Q4 2023
PLDPrologis, Inc.	$12M	0.22%	0.01%	+7.5%	Q1 2021
MSCIMSCI Inc.	$11.9M	0.21%	0.03%	+0.3%	Q4 2023

Q1 2026Reported May 15, 2026759 positions
NVDANvidia Corp	$401M	9.59%	0.01%	+0.3%	Q4 2020
AAPLApple Inc.	$341M	8.15%	0.01%	+4.6%	Q4 2020
MSFTMicrosoft Corp	$93.7M	2.24%	0.00%	+25.7%	Q4 2020
AMZNAmazon Com Inc	$85.4M	2.04%	0.00%	+5.0%	Q4 2020
GOOGLAlphabet Inc.	$55.6M	1.33%	0.00%	+13.5%	Q4 2020
JPMJPMorgan Chase & Co	$46.6M	1.11%	0.01%	+1.3%	Q4 2020
METAMeta Platforms, Inc.	$46.5M	1.11%	Not reported	+14.7%	Q4 2020
AVGOBroadcom Inc.	$42.1M	1.01%	0.00%	+10.0%	Q4 2020
XOMExxonMobil Holdings Corp	$40M	0.96%	0.01%	+22.5%	Q4 2020
WMTWalmart Inc.	$39.9M	0.95%	0.00%	0.0%	Q4 2020
BRK.BBerkshire Hathaway Inc	$38.5M	0.92%	Not reported	+54.9%	Q4 2020
TSLATesla, Inc.	$38M	0.91%	0.00%	+3.6%	Q4 2020
GOOGAlphabet Inc.	$28.1M	0.67%	Not reported	+6.0%	Q4 2020
ABBVAbbVie Inc.	$25.5M	0.61%	0.01%	+7.8%	Q4 2020
MSMorgan Stanley	$24.2M	0.58%	0.01%	-10.1%	Q3 2021
ISRGIntuitive Surgical Inc	$21.8M	0.52%	0.01%	-11.0%	Q2 2021
VVisa Inc.	$20M	0.48%	0.00%	+25.5%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$19.2M	0.46%	Not reported	+10.4%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$18.3M	0.44%	Not reported	+15.9%	Q4 2020
IDXXIdexx Laboratories Inc	$17.6M	0.42%	0.04%	-9.7%	Q4 2023
WFCWells Fargo & Company	$17.6M	0.42%	0.01%	+4.2%	Q4 2023
PWRQuanta Services, Inc.	$17.4M	0.42%	0.02%	+5.3%	Q4 2021
GEVGE Vernova Inc.	$17.4M	0.42%	0.01%	+16.4%	Q2 2024
AMATApplied Materials Inc	$16.7M	0.40%	0.01%	-1.9%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$16.5M	0.39%	0.00%	+18.1%	Q2 2021
JNJJohnson & Johnson	$16.2M	0.39%	0.00%	-1.3%	Q4 2020
BSVNBank7 Corp.	$15.8M	0.38%	2.11%	Not reported	Q2 2021
NEENextera Energy Inc	$15.4M	0.37%	0.01%	+8.1%	Q4 2020
PSXPhillips 66	$15.1M	0.36%	0.02%	-9.2%	Q2 2022
MAMastercard Inc	$14.9M	0.36%	0.00%	-9.7%	Q4 2020
AZNAstrazeneca PLC	$14.2M	0.34%	Not reported	+12.0%	Q4 2022
OKEOneok Inc	$14.1M	0.34%	0.02%	-8.2%	Q3 2023
DHIHorton D R Inc	$12.8M	0.31%	0.03%	+10.4%	Q3 2023
ENBEnbridge Inc	$12.7M	0.30%	0.01%	+9.3%	Q2 2024
LLYELI LILLY & Co	$12.7M	0.30%	0.00%	+8.8%	Q2 2021
BACBank of America Corp	$12.7M	0.30%	0.00%	-4.1%	Q1 2021
COSTCostco Wholesale Corp	$12.1M	0.29%	0.00%	+5.2%	Q4 2020
MUMicron Technology Inc	$11.8M	0.28%	0.00%	+69.4%	Q1 2024
AMDAdvanced Micro Devices Inc	$11.5M	0.28%	0.00%	+4.6%	Q4 2020
MSCIMSCI Inc.	$11.4M	0.27%	0.03%	-11.3%	Q4 2023
FCXFreeport-Mcmoran Inc	$11M	0.26%	0.01%	+1021.9%	Q4 2023
PLDPrologis, Inc.	$10.9M	0.26%	0.01%	+15.6%	Q1 2021
GLDSPDR Gold Trust	$10.9M	0.26%	0.01%	+165.4%	Q1 2024
CVXChevron Corp	$10.8M	0.26%	0.00%	+19.3%	Q4 2020
APOApollo Global Management, Inc.	$10.8M	0.26%	0.02%	-15.2%	Q4 2023
MCDMcdonalds Corp	$10.8M	0.26%	0.00%	+4.8%	Q4 2020
CSCOCisco Systems, Inc.	$10.8M	0.26%	0.00%	+3.9%	Q4 2020
GILDGilead Sciences, Inc.	$10.7M	0.26%	0.01%	+19.7%	Q1 2021
WMBWilliams Companies, Inc.	$10.6M	0.25%	0.01%	+10.6%	Q4 2023
KLACKla Corp	$10.5M	0.25%	0.01%	-16.6%	Q3 2023

Q4 2025Reported Feb 17, 2026643 positions
NVDANvidia Corp	$428M	11.07%	0.01%	+20.5%	Q4 2020
AAPLApple Inc.	$349M	9.04%	0.01%	Not reported	Q4 2020
MSFTMicrosoft Corp	$97.4M	2.52%	0.00%	+13.3%	Q4 2020
AMZNAmazon Com Inc	$90.2M	2.33%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$53.3M	1.38%	0.00%	+2.3%	Q4 2020
JPMJPMorgan Chase & Co	$50.4M	1.31%	0.01%	+1.6%	Q4 2020
METAMeta Platforms, Inc.	$46.8M	1.21%	Not reported	+13.6%	Q4 2020
TSLATesla, Inc.	$44.4M	1.15%	0.00%	+6.8%	Q4 2020
AVGOBroadcom Inc.	$42.8M	1.11%	0.00%	+3.2%	Q4 2020
WMTWalmart Inc.	$35.8M	0.93%	0.00%	-1.0%	Q4 2020
ISRGIntuitive Surgical Inc	$30.1M	0.78%	0.02%	+2.0%	Q2 2021
MSMorgan Stanley	$29.1M	0.75%	0.01%	+0.7%	Q3 2021
GOOGAlphabet Inc.	$29M	0.75%	Not reported	+6.9%	Q4 2020
BRK.BBerkshire Hathaway Inc	$26.1M	0.68%	Not reported	Not reported	Q4 2020
ABBVAbbVie Inc.	$24.8M	0.64%	0.01%	+1.9%	Q4 2020
IDXXIdexx Laboratories Inc	$23.4M	0.61%	0.04%	-0.6%	Q4 2023
XOMExxonMobil Holdings Corp	$23.1M	0.60%	0.00%	-0.4%	Q4 2020
WFCWells Fargo & Company	$19.7M	0.51%	0.01%	-0.1%	Q4 2023
MAMastercard Inc	$18.8M	0.49%	0.00%	+3.8%	Q4 2020
VVisa Inc.	$18.5M	0.48%	0.00%	+6.7%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$18.5M	0.48%	Not reported	+10.1%	Q4 2020
APOApollo Global Management, Inc.	$16.6M	0.43%	0.02%	-0.2%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$16.5M	0.43%	Not reported	+7.3%	Q4 2020
BACBank of America Corp	$14.9M	0.39%	0.00%	Not reported	Q1 2021
CRMSalesforce, Inc.	$14.6M	0.38%	0.01%	+0.3%	Q4 2020
JNJJohnson & Johnson	$13.9M	0.36%	0.00%	+0.2%	Q4 2020
MSCIMSCI Inc.	$13.7M	0.36%	0.03%	-1.1%	Q4 2023
LLYELI LILLY & Co	$13.6M	0.35%	0.00%	+8.0%	Q2 2021
SCHWSchwab Charles Corp	$13.3M	0.35%	0.01%	-8.3%	Q1 2021
AMATApplied Materials Inc	$12.8M	0.33%	0.01%	Not reported	Q2 2023
PWRQuanta Services, Inc.	$12.7M	0.33%	0.02%	+0.1%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.6M	0.33%	0.00%	+4.2%	Q2 2021
OKEOneok Inc	$12.5M	0.32%	0.03%	-2.5%	Q3 2023
NEENextera Energy Inc	$12.3M	0.32%	0.01%	-5.1%	Q4 2020
DHIHorton D R Inc	$12.1M	0.31%	0.03%	+6.7%	Q3 2023
AZNAstrazeneca PLC	$11.8M	0.31%	Not reported	Not reported	Q4 2022
PSXPhillips 66	$11.8M	0.30%	0.02%	-1.0%	Q2 2022
AMDAdvanced Micro Devices Inc	$11.6M	0.30%	0.00%	Not reported	Q4 2020
DELLDell Technologies Inc.	$11.5M	0.30%	0.01%	-2.5%	Q4 2023
GEVGE Vernova Inc.	$11.2M	0.29%	0.01%	+30.3%	Q2 2024
MELIMercadolibre Inc	$11M	0.28%	0.01%	-7.7%	Q4 2023
KLACKla Corp	$10.4M	0.27%	0.01%	-0.6%	Q3 2023
ENBEnbridge Inc	$10.3M	0.27%	0.01%	+4.6%	Q2 2024
CSCOCisco Systems, Inc.	$10.3M	0.27%	0.00%	+5.7%	Q4 2020
PANWPalo Alto Networks Inc	$10.2M	0.26%	0.01%	+8.5%	Q4 2023
MCDMcdonalds Corp	$10.1M	0.26%	0.00%	+1.5%	Q4 2020
COSTCostco Wholesale Corp	$9.95M	0.26%	0.00%	-0.8%	Q4 2020
EPDEnterprise Products Partners L.P.	$9.61M	0.25%	0.01%	+2.2%	Q1 2023
ADBEAdobe Inc.	$9.25M	0.24%	0.01%	+0.8%	Q4 2020
PLDPrologis, Inc.	$9.12M	0.24%	0.01%	+0.8%	Q1 2021

Q3 2025Reported Nov 12, 2025505 positions
NVDANvidia Corp	$355M	11.81%	0.01%	-0.4%	Q4 2020
MSFTMicrosoft Corp	$92.1M	3.06%	0.00%	+25.2%	Q4 2020
JPMJPMorgan Chase & Co	$48.6M	1.62%	0.01%	-0.1%	Q4 2020
METAMeta Platforms, Inc.	$45.9M	1.53%	Not reported	+17.5%	Q4 2020
TSLATesla, Inc.	$41.1M	1.37%	0.00%	+7.2%	Q4 2020
GOOGLAlphabet Inc.	$40.5M	1.34%	0.00%	+9.5%	Q4 2020
AVGOBroadcom Inc.	$39.5M	1.31%	0.00%	+21.1%	Q4 2020
WMTWalmart Inc.	$33.4M	1.11%	0.00%	+0.4%	Q4 2020
MSMorgan Stanley	$25.8M	0.86%	0.01%	-10.8%	Q3 2021
ABBVAbbVie Inc.	$24.7M	0.82%	0.01%	+4.1%	Q4 2020
ISRGIntuitive Surgical Inc	$23.3M	0.77%	0.01%	-13.6%	Q2 2021
IDXXIdexx Laboratories Inc	$22.3M	0.74%	0.04%	-11.8%	Q4 2023
XOMExxonMobil Holdings Corp	$21.8M	0.72%	0.00%	+4.7%	Q4 2020
GOOGAlphabet Inc.	$21M	0.70%	Not reported	+30.1%	Q4 2020
MAMastercard Inc	$18.1M	0.60%	0.00%	-15.8%	Q4 2020
WFCWells Fargo & Company	$17.8M	0.59%	0.01%	+2.0%	Q4 2023
VVisa Inc.	$16.9M	0.56%	0.00%	+6.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$16.4M	0.55%	Not reported	+7.9%	Q4 2020
APOApollo Global Management, Inc.	$15.3M	0.51%	0.02%	-12.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$15.1M	0.50%	Not reported	-11.9%	Q4 2020
SCHWSchwab Charles Corp	$13.9M	0.46%	0.01%	+4.6%	Q1 2021
MELIMercadolibre Inc	$13.8M	0.46%	0.01%	+45.5%	Q4 2023
MSCIMSCI Inc.	$13.7M	0.46%	0.03%	-6.7%	Q4 2023
OWLBlue Owl Capital Inc.	$13.7M	0.45%	11.73%	-3.2%	Q4 2023
DHIHorton D R Inc	$13.4M	0.45%	0.03%	+1.9%	Q3 2023
DELLDell Technologies Inc.	$13.3M	0.44%	0.01%	+22.4%	Q4 2023
CRMSalesforce, Inc.	$13M	0.43%	0.01%	-17.2%	Q4 2020
OKEOneok Inc	$12.7M	0.42%	0.03%	-15.5%	Q3 2023
PSXPhillips 66	$12.5M	0.42%	0.02%	-11.0%	Q2 2022
PWRQuanta Services, Inc.	$12.5M	0.41%	0.02%	+5.3%	Q4 2021
JNJJohnson & Johnson	$12.4M	0.41%	0.00%	+32.1%	Q4 2020
NEENextera Energy Inc	$12.2M	0.41%	0.01%	+7.2%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.1M	0.37%	0.00%	+53.9%	Q2 2021
COSTCostco Wholesale Corp	$10.8M	0.36%	0.00%	+28.4%	Q4 2020
PAYCPaycom Software, Inc.	$10.7M	0.36%	0.09%	-7.2%	Q4 2023
PANWPalo Alto Networks Inc	$10.4M	0.35%	0.01%	+21.3%	Q4 2023
ENBEnbridge Inc	$10.4M	0.35%	0.01%	+6.2%	Q2 2024
MCDMcdonalds Corp	$9.93M	0.33%	0.00%	-40.0%	Q4 2020
TMUST-Mobile US, Inc.	$9.33M	0.31%	0.00%	-8.2%	Q1 2021
KLACKla Corp	$9.26M	0.31%	0.01%	-38.8%	Q3 2023
ADBEAdobe Inc.	$9.25M	0.31%	0.01%	-23.9%	Q4 2020
EPDEnterprise Products Partners L.P.	$9.17M	0.30%	0.01%	+2.7%	Q1 2023
NVDLNovadel Pharma Inc	$9.03M	0.30%	Not reported	New	Q3 2025
LLYELI LILLY & Co	$8.96M	0.30%	0.00%	-1.6%	Q2 2021
CRWDCrowdStrike Holdings, Inc.	$8.87M	0.30%	0.01%	+80.9%	Q3 2022
CSCOCisco Systems, Inc.	$8.65M	0.29%	0.00%	+77.0%	Q4 2020
SUNSunoco LP	$8.56M	0.28%	Not reported	-17.2%	Q4 2023
PLDPrologis, Inc.	$8.11M	0.27%	0.01%	+5.4%	Q1 2021
HDHome Depot, Inc.	$8.07M	0.27%	0.00%	+2.2%	Q4 2020
GEVGE Vernova Inc.	$8.06M	0.27%	0.00%	+372.8%	Q2 2024

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