Hub Investment Partners, Llc Portfolio Stock Holdings

Hub Investment Partners, Llc disclosed 1005 stock positions valued at approximately $4.1 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 March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
1005
Portfolio Value
$4.1B
Holdings by Sector
Hub Investment Partners, Llc Portfolio Holdings in Q1 2026

970 holdings in the latest reporting period.

Page 1 of 10
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology9.81%2,299,680+6,008+0.26%$401,064,212
APPLE INCAAPLTechnology8.34%1,342,807+58,446+4.55%$340,791,050
VANGUARD INDEX FDSVTIOther2.83%360,285+41,444+13.00%$115,583,172
MICROSOFT CORPMSFTTechnology2.29%253,048+51,672+25.66%$93,670,960
AMERICAN CENTY ETF TRAVLVOther2.23%1,130,337+48,481+4.48%$91,116,494
AMAZON COM INCAMZNConsumer Cyclical2.09%410,253+19,564+5.01%$85,443,323
FIDELITY MERRIMACK STR TRFBNDOther1.52%1,358,029+122,002+9.87%$61,953,262
AMERICAN CENTY ETF TRAVDEOther1.41%681,333+39,625+6.17%$57,804,262
ALPHABET INCGOOGLCommunication Services1.36%193,242+23,025+13.53%$55,568,737
BLACKROCK ETF TRUST IIBINCOther1.18%928,138+103,843+12.60%$48,198,200
J P MORGAN EXCHANGE TRADED FJEPIOther1.16%836,279+111,039+15.31%$47,400,315
JPMORGAN CHASE & COJPMFinancial Services1.14%158,439+1,989+1.27%$46,606,504
META PLATFORMS INCMETACommunication Services1.14%81,343+10,400+14.66%$46,538,607
VANGUARD INDEX FDSVOEOther1.06%235,927+153,115+184.89%$43,476,539
BROADCOM INCAVGOTechnology1.03%136,073+12,371+10.00%$42,115,986
PIMCO ETF TRPYLDOther1.02%1,597,029+157,409+10.93%$41,842,169
VANGUARD INDEX FDSVTVOther0.99%207,122-12,168-5.55%$40,637,308
EXXON MOBIL CORPXOMEnergy0.98%235,495+43,195+22.46%$39,954,072
WALMART INCWMTConsumer Defensive0.98%320,972-111-0.03%$39,890,356
VANGUARD MALVERN FDSVCRBOther0.97%513,210+73,080+16.60%$39,712,193
CAPITAL GROUP CORE EQUITY ETCGUSOther0.97%1,029,237-110,951-9.73%$39,543,267
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.94%80,418+28,484+54.85%$38,536,306
TESLA INCTSLAConsumer Cyclical0.93%102,179+3,552+3.60%$37,985,043
J P MORGAN EXCHANGE TRADED FJGROOther0.84%404,453+78,004+23.89%$34,184,385
ISHARES TRSGOVOther0.83%335,841+123,574+58.22%$33,805,734
ISHARES TRIVLUOther0.76%783,813+40,457+5.44%$31,101,706
SPDR SERIES TRUSTSPLGOther0.71%379,070+23,284+6.54%$29,014,053
ISHARES TRIXUSOther0.71%334,140+33,748+11.23%$28,949,859
ALPHABET INCGOOGCommunication Services0.69%97,803+5,504+5.96%$28,055,738
J P MORGAN EXCHANGE TRADED FJEPQOther0.63%465,179+105,933+29.49%$25,826,761
ABBVIE INCABBVHealthcare0.62%117,199+8,515+7.83%$25,489,691
MORGAN STANLEYMSFinancial Services0.59%147,072-16,603-10.14%$24,203,609
INTUITIVE SURGICAL INCISRGHealthcare0.53%47,265-5,824-10.97%$21,788,692
AMERICAN CENTY ETF TRAVEMOther0.50%253,291+11,525+4.77%$20,410,224
GLOBAL X FDSQYLDOther0.50%1,189,090+89,683+8.16%$20,392,893
VISA INCVFinancial Services0.49%66,168+13,440+25.49%$19,998,527
VANGUARD WORLD FDESGVOther0.47%171,091+281+0.16%$19,208,439
INVESCO QQQ TRQQQOther0.47%33,231+3,141+10.44%$19,180,198
VANGUARD BD INDEX FDSBNDOther0.45%251,302+240,350+2194.58%$18,505,908
STATE STR SPDR S&P 500 ETF TSPYOther0.45%28,119+3,853+15.88%$18,287,204
J P MORGAN EXCHANGE TRADED FJCPBOther0.45%387,577+26,239+7.26%$18,247,143
IDEXX LABS INCIDXXHealthcare0.43%31,261-3,369-9.73%$17,565,243
WELLS FARGO & COWFCFinancial Services0.43%220,549+8,972+4.24%$17,557,937
QUANTA SVCS INCPWRIndustrials0.43%31,723+1,602+5.32%$17,416,796
GE VERNOVA INCGEVUtilities0.42%19,885+2,808+16.44%$17,357,429
GLOBAL X FDSXYLDOther0.41%427,853+19,974+4.90%$16,741,870
APPLIED MATLS INCAMATTechnology0.41%48,850-937-1.88%$16,696,391
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.40%48,800+7,481+18.11%$16,492,072
ISHARES TRQUALOther0.40%85,757+5,982+7.50%$16,449,045
JOHNSON & JOHNSONJNJHealthcare0.40%66,401-876-1.30%$16,230,979
VANGUARD BD INDEX FDSBSVOther0.39%201,104+201,104+100.00%$15,768,570
NEXTERA ENERGY INCNEEUtilities0.38%165,878+12,419+8.09%$15,406,744
VANGUARD INDEX FDSVOOOther0.37%25,492+4,369+20.68%$15,232,609
PHILLIPS 66PSXEnergy0.37%82,802-8,422-9.23%$15,084,789
ISHARES TRIWPOther0.37%116,880+10,173+9.53%$14,974,635
MASTERCARD INCORPORATEDMAFinancial Services0.36%29,780-3,212-9.74%$14,879,853
CAPITAL GROUP INTL FOCUS EQTCGXUOther0.35%483,772+196,992+68.69%$14,266,439
ONEOK INC NEWOKEEnergy0.34%155,578-13,969-8.24%$14,062,659
GLOBAL X FDSRYLDOther0.33%901,152+69,327+8.33%$13,472,218
SPDR SERIES TRUSTDGTOther0.33%79,433+79,433+100.00%$13,467,699
D R HORTON INCDHIConsumer Cyclical0.31%93,045+8,736+10.36%$12,767,682
ENBRIDGE INCENBEnergy0.31%235,177+20,040+9.31%$12,732,483
ELI LILLY & COLLYHealthcare0.31%13,797+1,115+8.79%$12,689,986
BANK AMERICA CORPBACFinancial Services0.31%260,172-11,056-4.08%$12,683,389
VANGUARD INDEX FDSVOOther0.31%44,125-4,470-9.20%$12,671,843
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.30%12,144+601+5.21%$12,100,356
MICRON TECHNOLOGY INCMUTechnology0.29%34,932+14,309+69.38%$11,801,413
ADVANCED MICRO DEVICES INCAMDTechnology0.28%56,573+2,469+4.56%$11,508,645
MSCI INCMSCIFinancial Services0.28%21,212-2,696-11.28%$11,433,265
VANGUARD TAX-MANAGED FDSVEAOther0.28%177,683+153,822+644.66%$11,385,916
FREEPORT MCMORAN INCFCXBasic Materials0.27%186,366+169,755+1021.94%$10,954,596
PROLOGIS INC.PLDReal Estate0.27%82,564+11,134+15.59%$10,913,245
SPDR GOLD TRGLDOther0.27%25,287+15,760+165.42%$10,880,743
CHEVRON CORPORATIONCVXEnergy0.27%52,365+8,476+19.31%$10,834,220
APOLLO GLOBAL MGMT INCAPOFinancial Services0.26%97,161-17,459-15.23%$10,825,686
MCDONALDS CORPMCDConsumer Cyclical0.26%34,749+1,587+4.79%$10,799,653
CISCO SYS INCCSCOTechnology0.26%138,807+5,264+3.94%$10,770,070
INVESCO EXCH TRD SLF IDX FDBSJSOther0.26%493,130+17,429+3.66%$10,693,516
GILEAD SCIENCES INCGILDHealthcare0.26%76,550+12,601+19.70%$10,668,742
WILLIAMS COS INCWMBEnergy0.26%145,306+13,940+10.61%$10,575,398
KLA CORPKLACTechnology0.26%7,121-1,416-16.59%$10,484,791
ENTERPRISE PRODS PARTNERS LEPDEnergy0.26%276,951-22,750-7.59%$10,479,814
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.25%79,218+15,061+23.48%$10,373,597
BLACKROCK ETF TRUSTDYNFOther0.25%177,310+171,556+2981.51%$10,315,925
AMERICAN CENTY ETF TRAVUSOther0.25%92,573+92,573+100.00%$10,292,274
PACER FDS TRCOWZOther0.25%160,984+155,811+3012.00%$10,071,145
CBOE GLOBAL MKTS INCCBOEFinancial Services0.24%35,219+4,257+13.75%$9,899,021
PALANTIR TECHNOLOGIES INCPLTRTechnology0.24%67,536+29,568+77.88%$9,879,166
NETFLIX INC.NFLXCommunication Services0.24%102,406+19,302+23.23%$9,846,337
ANTERO RESOURCES CORPAREnergy0.24%228,396+228,396+100.00%$9,693,126
AMERICAN ELEC PWR CO INCAEPUtilities0.23%73,199+7,552+11.50%$9,594,981
INVESCO EXCH TRADED FD TR IISPMOOther0.23%84,334+84,334+100.00%$9,454,736
SUNOCO LP/SUNOCO FIN CORPSUNEnergy0.23%144,370-26,001-15.26%$9,379,695
FIRST TR EXCHANGE TRADED FDFTHIOther0.23%405,975+405,975+100.00%$9,317,115
PALO ALTO NETWORKS INCPANWTechnology0.22%57,270+1,754+3.16%$9,181,526
VERTIV HOLDINGS COVRTIndustrials0.22%36,487+3,506+10.63%$9,142,978
SALESFORCE INCCRMTechnology0.22%48,352-6,685-12.15%$9,025,816
AMERICAN CENTY ETF TRAVSDOther0.22%122,186+69+0.06%$8,998,590
MERCADOLIBRE INCMELIConsumer Cyclical0.22%5,176-281-5.15%$8,949,408
DELL TECHNOLOGIES INCDELLTechnology0.21%53,237-38,308-41.85%$8,737,762
Hub Investment Partners, Llc Options Holdings in Q1 2026

140 options positions in the latest reporting period.

Page 1 of 2
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026BKNGBooking Holdings Inc. Common StPUT2,400$10,104,768
Q1 2026MSFTMicrosoft CorporationCALL26,300$9,735,471
Q1 2026AAPLApple Inc.PUT21,200$5,380,348
Q1 2026SPYSPDR S&P 500CALL8,200$5,332,788
Q1 2026TSMTaiwan Semiconductor ManufacturCALL14,300$4,832,685
Q1 2026PLTRPalantir Technologies Inc.PUT26,800$3,920,304
Q1 2026NVDANVIDIA CorporationCALL19,600$3,418,240
Q1 2026AMDAdvanced Micro Devices, Inc.CALL15,500$3,153,165
Q1 2026METAMeta Platforms, Inc.CALL3,800$2,174,094
Q1 2026MELIMercadoLibre, Inc.CALL1,100$1,901,922
Q1 2026COSTCostco Wholesale CorporationCALL1,800$1,793,574
Q1 2026ASMLASMLCALL1,300$1,717,079
Q1 2026NBISNebius GroupCALL13,600$1,411,136
Q1 2026BRK-BBerkshire Hathaway Inc. NewCALL2,900$1,389,680
Q1 2026AAPLApple Inc.CALL5,300$1,345,087
Q1 2026PLTRPalantir Technologies Inc.CALL8,800$1,287,264
Q1 2026MUMicron Technology, Inc.CALL3,500$1,182,440
Q1 2026IBMInternational Business MachinesCALL4,800$1,163,472
Q1 2026BABoeing Company (The)CALL5,500$1,094,665
Q1 2026MDTMedtronicCALL12,400$1,074,460
Q1 2026AVGOBroadcom Inc.CALL3,300$1,021,383
Q1 2026AMZNAmazon.com, Inc.CALL4,900$1,020,523
Q1 2026CELHCelsius Holdings, Inc.CALL28,500$1,011,180
Q1 2026VRTVertiv Holdings, LLCCALL3,800$952,204
Q1 2026DELLDell Technologies Inc.CALL5,700$935,541
Q1 2026BABAAlibaba Group Holding LimitedCALL6,400$802,944
Q1 2026DKNGDraftKings Inc.CALL35,600$769,672
Q1 2026CLSCelestica, Inc.CALL2,700$760,536
Q1 2026TSLATesla, Inc.CALL2,000$743,500
Q1 2026CRWDCrowdStrike Holdings, Inc.CALL1,900$741,779
Q1 2026CIENCiena CorporationCALL1,900$737,637
Q1 2026NFLXNetflix, Inc.CALL7,300$701,895
Q1 2026ASTSAST SpaceMobile, Inc.CALL8,200$679,534
Q1 2026ULTAUlta Beauty, Inc.CALL1,300$679,523
Q1 2026GOOGLAlphabet Inc.CALL2,200$632,632
Q1 2026COHRCoherent Corp.CALL2,600$619,346
Q1 2026NKENike, Inc.CALL11,500$607,430
Q1 2026RDDTReddit, Inc.CALL4,500$605,925
Q1 2026WYNNWynn Resorts, LimitedCALL5,900$599,145
Q1 2026JPMJP Morgan Chase & Co.CALL1,900$558,904
Q1 2026KTOSKratos Defense & Security SolutCALL7,100$500,621
Q1 2026DDOGDatadog, Inc.CALL3,900$460,395
Q1 2026UBERUber Technologies, Inc.CALL6,200$445,966
Q1 2026HOODRobinhood Markets, Inc.CALL6,400$443,520
Q1 2026SHOPShopify Inc.CALL3,400$403,308
Q1 2026EWEdwards Lifesciences CorporatioCALL5,000$400,400
Q1 2026SOFISoFi Technologies, Inc.CALL25,100$398,588
Q1 2026TSLATesla, Inc.PUT1,000$371,750
Q1 2026ISRGIntuitive Surgical, Inc.CALL800$368,792
Q1 2026LLYEli Lilly and CompanyCALL400$367,908
Q1 2026TEMTempus AI, Inc.CALL8,000$361,760
Q1 2026SMCISuper MicroCALL15,500$352,935
Q1 2026JCIJohnson Controls International CALL2,500$327,375
Q1 2026IWMiShares Russell 2000 ETFCALL1,300$322,400
Q1 2026SKYTSkyWater Technology, Inc.CALL11,600$317,956
Q1 2026SNOWSnowflake Inc.CALL2,100$316,722
Q1 2026GOOGAlphabet Inc.CALL1,100$315,546
Q1 2026ATIATI Inc.CALL2,100$305,466
Q1 2026TERTeradyne, Inc.CALL1,000$296,460
Q1 2026ELVElevance Health, Inc.CALL1,000$292,750
Q1 2026INCYIncyte CorporationCALL3,100$291,772
Q1 2026SQBlock, Inc.CALL4,800$288,864
Q1 2026PWRQuanta Services, Inc.CALL500$274,510
Q1 2026UNHUnitedHealth Group IncorporatedCALL1,000$270,590
Q1 2026LVSLas Vegas Sands Corp.CALL5,000$269,400
Q1 2026GMEDGlobus Medical, Inc.CALL3,000$258,480
Q1 2026MSTRMicroStrategy IncorporatedCALL2,000$249,600
Q1 2026LULUlululemon athletica inc.CALL1,600$244,960
Q1 2026QQQInvesco QQQ Trust, Series 1PUT400$230,872
Q1 2026VSTVistra Corp.CALL1,500$225,495
Q1 2026DEDeere & CompanyCALL400$225,320
Q1 2026URIUnited Rentals, Inc.CALL300$218,568
Q1 2026GDGeneral Dynamics CorporationCALL600$205,932
Q1 2026ORCLOracle CorporationCALL1,300$191,243
Q1 2026BIDUBaidu, Inc.CALL1,700$189,414
Q1 2026MCDMcDonald's CorporationCALL600$186,474
Q1 2026GEVGE Vernova Inc.CALL200$174,580
Q1 2026BXBlackstone Inc.CALL1,500$172,485
Q1 2026PANWPalo Alto Networks, Inc.CALL1,000$160,320
Q1 2026APPApplovin CorporationCALL400$159,200
Q1 2026GGLLDirexion Daily GOOGL Bull 2X ShCALL2,000$156,100
Q1 2026NUENucor CorporationCALL900$152,190
Q1 2026KLACKLA CorporationCALL100$147,241
Q1 2026NVDLGraniteShares 2x Long NVDA DailCALL2,000$145,140
Q1 2026ITOTiShares Core S&P Total U.S. StoCALL1,000$142,430
Q1 2026NVDXETF Opportunities Trust T-Rex 2CALL10,000$139,300
Q1 2026COPConocoPhillipsCALL1,000$132,000
Q1 2026ARESAres Management CorporationCALL1,100$120,010
Q1 2026RTXRTX CorporationCALL600$115,740
Q1 2026QQQInvesco QQQ Trust, Series 1CALL200$115,436
Q1 2026ABBVAbbVie Inc.CALL500$108,745
Q1 2026DVNDevon Energy CorporationCALL2,000$100,640
Q1 2026MAMastercard IncorporatedCALL200$99,932
Q1 2026OKLOOklo Inc.PUT2,000$99,180
Q1 2026ILMNIllumina, Inc.CALL800$98,608
Q1 2026FTNTFortinet, Inc.CALL1,200$98,064
Q1 2026IBITiShares Bitcoin Trust ETFCALL2,500$96,050
Q1 2026ORLYO'Reilly Automotive, Inc.CALL1,000$92,310
Q1 2026GDXVanEck Gold Miners ETFCALL1,000$91,770
Q1 2026OKTAOkta, Inc.CALL1,100$86,581

Notional value represents the total exposure of the options position.

Hub Investment Partners, Llc Portfolio Stock Holdings | InsiderSet