Hub Investment Partners, Llc Portfolio Stock Holdings

Hub Investment Partners, Llc disclosed 1223 stock positions valued at approximately $5.4 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and VANGUARD INDEX FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.

Report Period
June 30, 2026
No. of Stocks
1223
Portfolio Value
$5.4B
Holdings by Sector
Hub Investment Partners, Llc Portfolio Holdings in Q2 2026

1152 holdings in the latest reporting period.

Page 1 of 12
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology10.45%2,842,639+542,959+23.61%$568,783,704
APPLE INCAAPLTechnology7.92%1,491,397+148,590+11.07%$431,550,707
VANGUARD INDEX FDSVTIOther2.70%396,671+36,386+10.10%$146,784,072
MICROSOFT CORPMSFTTechnology2.04%297,773+44,725+17.67%$111,075,107
AMERICAN CENTY ETF TRAVLVOther2.02%1,205,715+75,378+6.67%$109,973,275
AMAZON COM INCAMZNConsumer Cyclical1.95%445,033+34,780+8.48%$106,069,229
ALPHABET INCGOOGLCommunication Services1.40%213,889+20,647+10.68%$76,437,672
ISHARES TRSGOVOther1.28%692,718+356,877+106.26%$69,735,878
AMERICAN CENTY ETF TRAVDEOther1.21%736,719+55,386+8.13%$65,715,296
FIDELITY MERRIMACK STR TRFBNDOther1.19%1,421,650+63,621+4.68%$64,670,879
BROADCOM INCAVGOTechnology1.07%154,216+18,143+13.33%$58,255,259
JPMORGAN CHASE & COJPMFinancial Services1.00%166,772+8,333+5.26%$54,589,492
META PLATFORMS INCMETACommunication Services0.99%95,376+14,033+17.25%$53,724,337
BLACKROCK ETF TRUST IIBINCOther0.96%996,162+68,024+7.33%$52,139,110
VANGUARD INDEX FDSVTVOther0.90%225,673+18,551+8.96%$49,180,909
J P MORGAN EXCHANGE TRADED FJEPIOther0.89%862,892+26,613+3.18%$48,736,150
TESLA INCTSLAConsumer Cyclical0.87%112,089+9,910+9.70%$47,144,633
PIMCO ETF TRPYLDOther0.83%1,700,919+103,890+6.51%$45,108,361
MICRON TECHNOLOGY INCMUTechnology0.82%38,847+3,915+11.21%$44,840,890
VANGUARD INDEX FDSVOEOther0.81%223,312-12,615-5.35%$44,126,492
VANGUARD MALVERN FDSVCRBOther0.78%552,085+38,875+7.57%$42,639,010
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.78%85,070+4,652+5.78%$42,568,177
J P MORGAN EXCHANGE TRADED FJGROOther0.74%411,446+6,993+1.73%$40,564,481
ABBVIE INCABBVHealthcare0.73%158,806+41,607+35.50%$39,962,033
INVESCO QQQ TRQQQOther0.71%52,697+19,466+58.58%$38,805,946
APPLIED MATLS INCAMATTechnology0.69%52,157+3,307+6.77%$37,709,646
ALPHABET INCGOOGCommunication Services0.69%105,803+8,000+8.18%$37,383,270
CAPITAL GROUP CORE EQUITY ETCGUSOther0.68%835,860-193,377-18.79%$37,179,052
VANGUARD INDEX FDSVOOOther0.68%53,975+28,483+111.73%$37,070,519
ISHARES TRIVLUOther0.65%840,516+56,703+7.23%$35,150,368
EXXON MOBIL CORPXOMEnergy0.63%250,010+14,515+6.16%$34,181,414
ADVANCED MICRO DEVICES INCAMDTechnology0.62%57,926+1,353+2.39%$33,649,793
ISHARES TRIXUSOther0.61%348,109+13,969+4.18%$33,223,565
SPDR SERIES TRUSTSPLGOther0.61%374,977-4,093-1.08%$32,952,995
MORGAN STANLEYMSFinancial Services0.59%153,261+6,189+4.21%$32,037,686
J P MORGAN EXCHANGE TRADED FJEPQOther0.55%484,137+18,958+4.08%$29,755,071
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.54%61,960+13,160+26.97%$29,590,396
STATE STR SPDR S&P 500 ETF TSPYOther0.54%39,295+11,176+39.75%$29,344,606
CAPITAL GROUP INTL FOCUS EQTCGXUOther0.53%833,653+349,881+72.32%$28,861,070
WALMART INCWMTConsumer Defensive0.52%252,054-68,918-21.47%$28,547,636
GE VERNOVA INCGEVUtilities0.49%22,575+2,690+13.53%$26,523,026
AMERICAN CENTY ETF TRAVEMOther0.47%262,938+9,647+3.81%$25,370,888
VISA INCVFinancial Services0.47%73,903+7,735+11.69%$25,355,524
QUANTA SVCS INCPWRIndustrials0.44%33,325+1,602+5.05%$23,995,292
DELL TECHNOLOGIES INCDELLTechnology0.44%55,000+1,763+3.31%$23,730,224
VANGUARD WORLD FDESGVOther0.42%171,322+231+0.14%$22,655,604
GLOBAL X FDSQYLDOther0.41%1,224,302+35,212+2.96%$22,563,889
KLA CORPKLACTechnology0.41%73,210+66,089+928.09%$22,088,207
APOLLO GLOBAL MGMT INCAPOFinancial Services0.40%182,927+85,766+88.27%$21,642,148
ISHARES TRQUALOther0.38%93,668+7,911+9.22%$20,553,531
VANGUARD BD INDEX FDSBNDOther0.36%265,443+14,141+5.63%$19,486,171
J P MORGAN EXCHANGE TRADED FJCPBOther0.36%412,214+24,637+6.36%$19,349,305
PALO ALTO NETWORKS INCPANWTechnology0.35%55,398-1,872-3.27%$18,891,826
INTUITIVE SURGICAL INCISRGHealthcare0.34%46,398-867-1.83%$18,451,557
JOHNSON & JOHNSONJNJHealthcare0.34%72,119+5,718+8.61%$18,315,972
GLOBAL X FDSXYLDOther0.33%443,829+15,976+3.73%$18,103,794
CROWDSTRIKE HLDGS INCCRWDTechnology0.33%23,649+1,518+6.86%$18,047,746
ELI LILLY & COLLYHealthcare0.33%14,924+1,127+8.17%$17,900,131
CISCO SYS INCCSCOTechnology0.32%148,518+9,711+7.00%$17,444,880
VANGUARD TAX-MANAGED FDSVEAOther0.31%238,898+61,215+34.45%$17,021,515
BANK OF AMER CORPBACFinancial Services0.31%298,652+38,480+14.79%$17,017,172
VANGUARD INDEX FDSVOOther0.31%209,037+164,912+373.74%$16,842,129
IDEXX LABS INCIDXXHealthcare0.31%31,649+388+1.24%$16,661,300
VANGUARD BD INDEX FDSBSVOther0.30%208,717+7,613+3.79%$16,261,172
D R HORTON INCDHIConsumer Cyclical0.30%99,763+6,718+7.22%$16,249,471
MASTERCARD INCORPORATEDMAFinancial Services0.29%30,894+1,114+3.74%$15,867,311
SPDR SERIES TRUSTDGTOther0.29%84,798+5,365+6.75%$15,669,983
GLOBAL X FDSRYLDOther0.28%942,833+41,681+4.63%$15,075,901
CBOE GLOBAL MKTS INCCBOEFinancial Services0.27%61,584+26,365+74.86%$14,944,614
ISHARES TRIWPOther0.27%98,621-18,259-15.62%$14,439,109
PHILLIPS 66PSXEnergy0.26%83,540+738+0.89%$14,122,379
ENBRIDGE INCENBEnergy0.26%259,698+24,521+10.43%$14,078,229
VERTIV HOLDINGS COVRTIndustrials0.25%40,324+3,837+10.52%$13,501,119
FREEPORT MCMORAN INCFCXBasic Materials0.25%213,051+26,685+14.32%$13,398,791
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.24%88,712+9,494+11.98%$12,961,710
ISHARES TRIVVOther0.24%17,261+8,766+103.19%$12,926,543
WISDOMTREE TRUSFROther0.23%253,201+81,076+47.10%$12,748,670
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.23%13,287+1,143+9.41%$12,429,690
VANGUARD INDEX FDSVUGOther0.23%142,973+130,963+1090.45%$12,315,653
WILLIAMS COS INCWMBEnergy0.22%164,718+19,412+13.36%$12,245,121
BLACKROCK ETF TRUSTDYNFOther0.22%178,798+1,488+0.84%$12,160,043
AMERICAN CENTY ETF TRAVUSOther0.22%94,889+2,316+2.50%$12,153,329
PROLOGIS INC.PLDReal Estate0.22%88,752+6,188+7.49%$12,023,228
MSCI INCMSCIFinancial Services0.22%21,280+68+0.32%$11,917,428
ONEOK INC NEWOKEEnergy0.22%135,044-20,534-13.20%$11,740,734
VERIZON COMMUNICATIONS INCVZCommunication Services0.21%275,083+221,724+415.53%$11,647,021
AMERICAN ELEC PWR CO INCAEPUtilities0.21%85,075+11,876+16.22%$11,639,131
ORACLE CORPORCLTechnology0.21%77,754+49,750+177.65%$11,394,906
BLOOM ENERGY CORPBEIndustrials0.21%37,035+9,356+33.80%$11,210,495
INVESCO EXCH TRD SLF IDX FDBSJSOther0.21%514,180+21,050+4.27%$11,180,853
GILEAD SCIENCES INCGILDHealthcare0.20%87,005+10,455+13.66%$10,992,172
WELLS FARGO & COWFCFinancial Services0.20%130,960-89,589-40.62%$10,822,506
LAM RESEARCH CORPLRCXOther0.20%24,956+11,368+83.66%$10,814,196
PROSHARES TRQLDOther0.20%109,747-10-0.01%$10,619,139
PACER FDS TRCOWZOther0.19%169,212+8,228+5.11%$10,524,987
SPDR GOLD TRGLDOther0.19%28,427+3,140+12.42%$10,471,938
ENTERPRISE PRODS PARTNERS LEPDEnergy0.19%283,781+6,830+2.47%$10,431,806
AMERICAN CENTY ETF TRAVUVOther0.19%81,680+10,533+14.80%$10,190,453
MCDONALDS CORPMCDConsumer Cyclical0.18%36,466+1,717+4.94%$9,857,070
J P MORGAN EXCHANGE TRADED FJGLOOther0.18%138,345+6,398+4.85%$9,852,956
Hub Investment Partners, Llc Options Holdings in Q2 2026

152 options positions in the latest reporting period.

Page 1 of 2
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026MSFTMicrosoft CorporationCALL26,500$9,885,030
Q2 2026AMDAdvanced Micro Devices, Inc.CALL15,400$8,946,014
Q2 2026SPYSPDR S&P 500CALL9,700$7,243,669
Q2 2026AAPLApple Inc.PUT22,200$6,423,792
Q2 2026NVDANVIDIA CorporationCALL25,400$5,082,286
Q2 2026BRK-BBerkshire Hathaway Inc. NewCALL8,900$4,453,471
Q2 2026MUMicron Technology, Inc.CALL3,700$4,270,873
Q2 2026NBISNebius GroupCALL13,100$3,617,827
Q2 2026DELLDell Technologies Inc.CALL7,400$3,192,804
Q2 2026TSLATesla, Inc.CALL7,200$3,028,320
Q2 2026PLTRPalantir Technologies Inc.PUT25,000$2,916,750
Q2 2026ASMLASMLCALL1,400$2,785,216
Q2 2026AVGOBroadcom Inc.CALL6,200$2,342,050
Q2 2026METAMeta Platforms, Inc.CALL3,800$2,140,502
Q2 2026LLYEli Lilly and CompanyCALL1,700$2,039,031
Q2 2026MELIMercadoLibre, Inc.CALL1,100$1,867,129
Q2 2026TSMTaiwan Semiconductor ManufacturCALL3,900$1,862,523
Q2 2026CLSCelestica, Inc.CALL4,500$1,641,600
Q2 2026AAPLApple Inc.CALL5,100$1,475,736
Q2 2026COHRCoherent Corp.CALL3,700$1,459,539
Q2 2026COSTCostco Wholesale CorporationCALL1,500$1,403,205
Q2 2026CIENCiena CorporationCALL2,800$1,373,568
Q2 2026BABoeing Company (The)CALL6,200$1,342,114
Q2 2026PLTRPalantir Technologies Inc.CALL11,300$1,318,371
Q2 2026IBMInternational Business MachinesCALL4,600$1,293,566
Q2 2026SPYSPDR S&P 500PUT1,700$1,269,509
Q2 2026AMZNAmazon.com, Inc.CALL5,300$1,263,202
Q2 2026VRTVertiv Holdings, LLCCALL3,600$1,205,352
Q2 2026DKNGDraftKings Inc.CALL39,800$1,005,348
Q2 2026DDOGDatadog, Inc.CALL3,400$885,224
Q2 2026GOOGLAlphabet Inc.CALL2,400$857,688
Q2 2026HOODRobinhood Markets, Inc.CALL8,400$842,352
Q2 2026CELHCelsius Holdings, Inc.CALL28,500$834,480
Q2 2026RDDTReddit, Inc.CALL4,800$833,184
Q2 2026ASTSAST SpaceMobile, Inc.CALL9,200$817,512
Q2 2026SOFISoFi Technologies, Inc.CALL39,500$708,235
Q2 2026BABAAlibaba Group Holding LimitedCALL6,900$662,262
Q2 2026ATIATI Inc.CALL3,300$650,430
Q2 2026G25457105Credo TechnologyCALL2,200$598,290
Q2 2026UBERUber Technologies, Inc.CALL8,200$591,712
Q2 2026HIMSHims & Hers Health, Inc.CALL16,200$561,654
Q2 2026RTXRTX CorporationCALL2,900$550,217
Q2 2026TEMTempus AI, Inc.CALL8,900$515,577
Q2 2026SNOWSnowflake Inc.CALL2,000$509,000
Q2 2026DEDeere & CompanyCALL800$507,464
Q2 2026MDTMedtronicCALL6,400$500,672
Q2 2026JPMJP Morgan Chase & Co.CALL1,500$490,995
Q2 2026CBOECboe Global Markets, Inc.CALL2,000$485,340
Q2 2026TERTeradyne, Inc.CALL1,000$483,840
Q2 2026G4740B105Ichor HoldingsCALL4,300$482,804
Q2 2026NFLXNetflix, Inc.CALL6,300$449,820
Q2 2026SHOPShopify Inc.CALL3,900$445,302
Q2 2026KTOSKratos Defense & Security SolutCALL8,900$443,754
Q2 2026SMCISuper MicroCALL15,100$442,883
Q2 2026WYNNWynn Resorts, LimitedCALL4,400$427,196
Q2 2026TSLATesla, Inc.PUT1,000$420,600
Q2 2026UNHUnitedHealth Group IncorporatedCALL1,000$415,630
Q2 2026LMTLockheed Martin CorporationCALL800$407,568
Q2 2026ISRGIntuitive Surgical, Inc.CALL1,000$397,680
Q2 2026ELVElevance Health, Inc.CALL1,000$386,730
Q2 2026INCYIncyte CorporationCALL3,400$385,424
Q2 2026PANWPalo Alto Networks, Inc.CALL1,100$375,122
Q2 2026BEBloom Energy CorporationCALL1,200$363,240
Q2 2026ULTAUlta Beauty, Inc.CALL800$360,784
Q2 2026GDGeneral Dynamics CorporationCALL1,000$354,240
Q2 2026GOOGAlphabet Inc.CALL1,000$353,330
Q2 2026GEVGE Vernova Inc.CALL300$352,458
Q2 2026URIUnited Rentals, Inc.CALL300$339,867
Q2 2026MSTRMicroStrategy IncorporatedCALL3,900$339,027
Q2 2026VSTVistra Corp.CALL1,900$301,397
Q2 2026IWMiShares Russell 2000 ETFCALL1,000$300,450
Q2 2026QQQInvesco QQQ Trust, Series 1PUT400$294,560
Q2 2026JCIJohnson Controls International CALL2,000$292,220
Q2 2026CRWDCrowdStrike Holdings, Inc.CALL1,500$286,178
Q2 2026CIThe Cigna GroupCALL1,000$275,680
Q2 2026NUENucor CorporationCALL1,200$267,300
Q2 2026ARMArm Holdings plcCALL700$248,199
Q2 2026CBOECboe Global Markets, Inc.PUT1,000$242,670
Q2 2026NOWServiceNow, Inc.CALL2,300$228,344
Q2 2026GGLLDirexion Daily GOOGL Bull 2X ShCALL2,000$227,400
Q2 2026BIDUBaidu, Inc.CALL1,900$217,151
Q2 2026PWRQuanta Services, Inc.CALL300$216,012
Q2 2026FTNTFortinet, Inc.CALL1,400$215,068
Q2 2026NKENike, Inc.CALL5,100$209,355
Q2 2026LVSLas Vegas Sands Corp.CALL4,500$207,855
Q2 2026SQBlock, Inc.CALL2,700$205,200
Q2 2026NOCNorthrop Grumman CorporationCALL400$203,724
Q2 2026NVDLGraniteShares 2x Long NVDA DailCALL6,000$178,860
Q2 2026ARESAres Management CorporationCALL1,600$178,096
Q2 2026ORCLOracle CorporationCALL1,100$161,205
Q2 2026ILMNIllumina, Inc.CALL900$158,247
Q2 2026SKYTSkyWater Technology, Inc.CALL4,500$156,690
Q2 2026APPApplovin CorporationCALL300$154,569
Q2 2026BXBlackstone Inc.CALL1,300$152,971
Q2 2026ABBVAbbVie Inc.CALL600$150,984
Q2 2026KLACKLA CorporationCALL500$150,855
Q2 2026OKTAOkta, Inc.CALL1,100$150,095
Q2 2026QQQInvesco QQQ Trust, Series 1CALL200$147,280
Q2 2026MCDMcDonald's CorporationCALL500$135,155
Q2 2026DKNGDraftKings Inc.PUT5,300$133,878

Notional value represents the total exposure of the options position.