Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HUB Investment Partners, LLC (CIK 1841815) reported $4.18B across 861 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($404.5M, 9.67%), AAPL ($347.5M, 8.31%), VTI ($115.6M, 2.76%), MSFT ($103.4M, 2.47%), AVLV ($91.1M, 2.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $404.5M | 9.67% | 2.3M | Trimmed |
| 2 | AAPL | APPLE INC | $347.5M | 8.31% | 1.4M | Added |
| 3 | VTI | VANGUARD INDEX FDS | $115.6M | 2.76% | 360,285 | Added |
| 4 | MSFT | MICROSOFT CORP | $103.4M | 2.47% | 279,348 | Added |
| 5 | AVLV | AMERICAN CENTY ETF TR | $91.1M | 2.18% | 1.1M | Added |
| 6 | AMZN | AMAZON COM INC | $86.5M | 2.07% | 415,153 | Added |
| 7 | FBND | FIDELITY MERRIMACK STR TR | $62.0M | 1.48% | 1.4M | Added |
| 8 | AVDE | AMERICAN CENTY ETF TR | $57.8M | 1.38% | 681,333 | Added |
| 9 | GOOGL | ALPHABET INC | $56.2M | 1.34% | 195,442 | Trimmed |
| 10 | META | META PLATFORMS INC | $48.7M | 1.16% | 85,143 | Added |
| 11 | BINC | BLACKROCK ETF TRUST II | $48.2M | 1.15% | 928,138 | Added |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $47.4M | 1.13% | 836,279 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $47.2M | 1.13% | 160,339 | Added |
| 14 | VOE | VANGUARD INDEX FDS | $43.5M | 1.04% | 235,927 | Added |
| 15 | AVGO | BROADCOM INC | $43.1M | 1.03% | 139,373 | Added |
| 16 | PYLD | PIMCO ETF TR | $41.8M | 1.00% | 1.6M | Added |
| 17 | VTV | VANGUARD INDEX FDS | $40.6M | 0.97% | 207,122 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $40.0M | 0.96% | 235,595 | Added |
| 19 | WMT | WALMART INC | $39.9M | 0.95% | 320,972 | Trimmed |
| 20 | VCRB | VANGUARD MALVERN FDS | $39.7M | 0.95% | 513,210 | Added |
| 21 | CGUS | CAPITAL GROUP CORE EQUITY ET | $39.5M | 0.95% | 1.0M | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.9M | 0.95% | 83,318 | Added |
| 23 | TSLA | TESLA INC | $39.1M | 0.94% | 105,179 | Added |
| 24 | JGRO | J P MORGAN EXCHANGE TRADED F | $34.2M | 0.82% | 404,453 | Added |
| 25 | SGOV | ISHARES TR | $33.8M | 0.81% | 335,841 | Added |
Source: SEC Form 13F filings · as of 2026-03-31