13F filer

HUB Investment Partners

As of Jun 30, 2026 Filed Jul 31, 2026 CIK 1841815 SEC filings ↗

13F Value

$5.57B

Positions

1,385

Top Position

NVDA10.2%

Top 5

25.4%

Latest filing changes

vs Mar 31, 2026

1 NVDA NVIDIA +23.6%+$108.6M

2 AAPL Apple +11.1%+$43.0M

3 SGOV iShares 0-3 Month Treasury Bond ETF +106.3%+$35.9M

4 VOO Vanguard 500 Index Fund — ETF Shares +111.7%+$19.6M

5 MSFT Microsoft +17.7%+$16.7M

Holdings1,385

#
1	NVDA NVIDIA	10.2%	$568.8M	+23.6%	2.84M	9.6%	Common Stock
2	AAPL Apple	7.8%	$431.6M	+11.1%	1.49M	8.2%	Common Stock
3	AIAI Aiai Holdings	2.8%	$156.8M	NEW	11.27M	—	Common Stock
4	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	2.6%	$146.8M	+10.1%	396.7K	2.8%	ETF
5	MSFT Microsoft	2.0%	$111.1M	+17.7%	297.8K	2.2%	Common Stock
6	AVLV Avantis U.S. Large Cap Value ETF	2.0%	$110.0M	+6.7%	1.21M	2.2%	ETF
7	AMZN Amazon	1.9%	$106.1M	+8.5%	445.0K	2.0%	Common Stock
8	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 213,889 reported quantity $76,437,672 reported value	1.4%	$76.4M	+10.7%	213.9K	1.3%	Common Stock
9	SGOV iShares 0-3 Month Treasury Bond ETF	1.3%	$69.7M	+106.3%	692.7K	0.8%	ETF
10	AVDE Avantis International Equity ETF	1.2%	$65.7M	+8.1%	736.7K	1.4%	ETF
11	FBND Fidelity Total Bond ETF	1.2%	$64.7M	+4.7%	1.42M	1.5%	ETF
12	AVGO Broadcom	1.0%	$58.3M	+13.3%	154.2K	1.0%	Common Stock
13	JPM JPMorgan Chase	1.0%	$54.6M	+5.3%	166.8K	1.1%	Common Stock
14	META Meta Platforms	1.0%	$53.7M	+17.3%	95.4K	1.1%	Common Stock
15	BINC iShares Flexible Income Active ETF	0.9%	$52.1M	+7.3%	996.2K	1.2%	ETF
16	VTV Vanguard Morningstar Value Index Fund — ETF Shares	0.9%	$49.2M	+9.0%	225.7K	1.0%	ETF
17	JEPI JPMorgan Equity Premium Income ETF	0.9%	$48.7M	+3.2%	862.9K	1.1%	ETF
18	TSLA Tesla	0.8%	$47.1M	+9.7%	112.1K	0.9%	Common Stock
19	PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	0.8%	$45.1M	+6.5%	1.70M	1.0%	ETF
20	MU Micron Technology	0.8%	$44.8M	+11.2%	38.8K	0.3%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing52

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.