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TCG Advisory Services

Latest statistics and disclosures from HUB Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, VTI, GOOGL, MSFT, QQQ, and represent 27.36% of HUB Investment Partners's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$99M), GOOGL (+$64M), MSFT (+$19M), CGUS (+$14M), PANW (+$12M), DYNF (+$9.9M), TSM (+$9.5M), SGOV (+$9.4M), NVDL (+$9.0M), FTHI (+$8.6M).
Started 179 new stock positions in ETHE, GTLS, QQQM, JBBB, WELL, SNDR, JXN, TTD, NIO, Firefly Aerospace.
Reduced shares in these 10 stocks: AAPL (-$181M), AMZN (-$77M), AVLV (-$70M), AVDE (-$45M), QQQ (-$41M), BINC (-$38M), AVEM (-$17M), BRK.B (-$16M), BAC (-$14M), HELO (-$13M).
Sold out of its positions in ADMA, ABT, SIVR, AMD, ABNB, ARE, KNTK, AMZN, AVGE, AVSD.
HUB Investment Partners was a net seller of stock by $-164M.
HUB Investment Partners has $3.0B in assets under management (AUM), dropping by 0.25%.
Central Index Key (CIK): 0001841815

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Portfolio Holdings for HUB Investment Partners

HUB Investment Partners holds 702 positions in its portfolio as reported in the September 2025 quarterly 13F filing

HUB Investment Partners has 702 total positions. Only the first 250 positions are shown.

Sign up to view all of the HUB Investment Partners Sept. 30, 2025 positions
Download the HUB Investment Partners September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation Call Option (NVDA)	15.3	$460M	+27%	2.5M	186.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$106M	+4%	324k	328.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.4	$102M	+171%	419k	243.10	View chart
Microsoft Corporation (MSFT)	3.1	$93M	+25%	180k	517.95	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	2.0	$60M	-40%	101k	600.37	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.8	$55M	+3%	1.2M	46.24	View chart
JPMorgan Chase & Co. (JPM)	1.6	$49M		154k	315.43	View chart
Tesla Motors Put Option (TSLA)	1.6	$47M	+17%	105k	444.72	View chart
Meta Platforms Cl A Call Option (META)	1.5	$46M	+17%	63k	734.38	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.5	$44M	+48%	1.1M	39.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.4	$42M	+6%	736k	57.10	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$40M	+4%	216k	186.49	View chart
Broadcom Call Option (AVGO)	1.3	$40M	+21%	120k	329.91	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.3	$38M	+4%	1.4M	26.84	View chart
Wal-Mart Stores (WMT)	1.1	$33M		324k	103.06	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	1.1	$32M	+5%	411k	78.41	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.0	$30M	+3%	319k	93.75	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.9	$27M	+2%	345k	78.34	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.9	$26M	+5%	731k	35.48	View chart
Morgan Stanley Com New (MS)	0.9	$26M	-10%	163k	158.96	View chart
Abbvie (ABBV)	0.8	$25M	+4%	107k	231.54	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$24M	+4%	295k	82.58	View chart
Intuitive Surgical Com New (ISRG)	0.8	$23M	-13%	52k	447.23	View chart
IDEXX Laboratories (IDXX)	0.7	$22M	-11%	35k	638.89	View chart
Exxon Mobil Corporation Call Option (XOM)	0.7	$22M	+4%	193k	112.75	View chart
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)	0.7	$21M	-5%	32k	666.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$21M	+30%	86k	243.55	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.7	$21M	-5%	1.2M	17.01	View chart
Palo Alto Networks (PANW)	0.7	$20M	+131%	100k	203.62	View chart
Mastercard Incorporated Cl A (MA)	0.6	$18M	-15%	32k	568.80	View chart
Wells Fargo & Company (WFC)	0.6	$18M		212k	83.82	View chart
Global X Fds S&p 500 Covered (XYLD)	0.6	$18M	-15%	448k	39.26	View chart
Taiwan Semiconductor Mfg Sponsored Ads Call Option (TSM)	0.6	$18M	+117%	63k	279.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.6	$17M	+19%	295k	57.52	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$17M	+4%	356k	47.55	View chart
Visa Com Cl A (V)	0.6	$17M	+6%	49k	341.38	View chart
MercadoLibre (MELI)	0.5	$16M	+35%	7.0k	2336.94	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$16M	+136%	162k	100.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$16M		110k	142.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$16M	+3%	80k	194.50	View chart
Apollo Global Mgmt (APO)	0.5	$15M	-12%	115k	133.27	View chart
Global X Fds Russell 2000 (RYLD)	0.5	$15M	-13%	1.0M	15.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.5	$15M		83k	174.58	View chart
Charles Schwab Corporation Call Option (SCHW)	0.5	$14M	+2%	151k	95.47	View chart
salesforce Call Option (CRM)	0.5	$14M	-14%	60k	237.00	View chart
Dell Technologies CL C Call Option (DELL)	0.5	$14M	+22%	100k	141.77	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$14M	+152%	48k	293.74	View chart
Msci (MSCI)	0.5	$14M	-6%	24k	567.42	View chart
Blue Owl Capital Com Cl A (OWL)	0.5	$14M	-3%	807k	16.93	View chart
D.R. Horton Call Option (DHI)	0.4	$14M	+2%	80k	169.47	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.4	$13M		279k	47.58	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$13M	+146%	107k	118.44	View chart
Oneok (OKE)	0.4	$13M	-15%	174k	72.97	View chart
Quanta Services (PWR)	0.4	$13M	+6%	31k	414.42	View chart
Phillips 66 Call Option (PSX)	0.4	$13M	-10%	93k	136.02	View chart
Johnson & Johnson (JNJ)	0.4	$12M	+32%	67k	185.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$12M	+18%	20k	612.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.4	$12M		626k	19.71	View chart
Nextera Energy (NEE)	0.4	$12M	+7%	162k	75.49	View chart
Costco Wholesale Corporation Call Option (COST)	0.4	$12M	+30%	13k	925.63	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$12M	+3%	619k	19.56	View chart
Paycom Software (PAYC)	0.4	$11M	-7%	52k	208.14	View chart
Enbridge (ENB)	0.3	$10M	+6%	206k	50.46	View chart
Eli Lilly & Co. Call Option (LLY)	0.3	$10M	-10%	13k	763.00	View chart
McDonald's Corporation (MCD)	0.3	$10M	-39%	33k	303.89	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$10M	+4289%	170k	59.20	View chart
Crowdstrike Hldgs Cl A Call Option (CRWD)	0.3	$9.9M	+96%	20k	490.39	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.3	$9.8M	+47%	442k	22.08	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$9.7M	-11%	193k	50.27	View chart
Kla Corp Com New (KLAC)	0.3	$9.5M	-37%	8.8k	1078.65	View chart
Metropcs Communications (TMUS)	0.3	$9.3M	-8%	39k	239.38	View chart
Adobe Systems Incorporated (ADBE)	0.3	$9.3M	-23%	26k	352.75	View chart
Enterprise Products Partners (EPD)	0.3	$9.2M	+2%	293k	31.27	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.3	$9.0M	NEW	97k	93.62	View chart
Celsius Hldgs Com New Call Option (CELH)	0.3	$9.0M		156k	57.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$8.7M	-10%	36k	241.96	View chart
Cisco Systems (CSCO)	0.3	$8.6M	+76%	126k	68.42	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$8.6M	NEW	363k	23.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$8.6M	-3%	101k	84.68	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.3	$8.6M	-17%	171k	50.01	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$8.4M	NEW	146k	57.47	View chart
Netflix Call Option (NFLX)	0.3	$8.3M	+51%	6.9k	1198.92	View chart
Ge Vernova (GEV)	0.3	$8.2M	+347%	13k	614.92	View chart
Home Depot Call Option (HD)	0.3	$8.1M	+3%	20k	405.18	View chart
Prologis (PLD)	0.3	$8.1M	+5%	71k	114.52	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.3	$8.0M	NEW	118k	67.77	View chart
Accel Entertainment Com Cl A1 (ACEL)	0.3	$7.9M		714k	11.07	View chart
Blackrock (BLK)	0.3	$7.9M	+1705%	6.8k	1165.82	View chart
Oracle Corporation (ORCL)	0.3	$7.8M	+21%	28k	281.24	View chart
Williams Companies (WMB)	0.3	$7.8M	-42%	123k	63.35	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.3	$7.8M		57k	137.20	View chart
Applovin Corp Com Cl A Call Option (APP)	0.3	$7.7M	+1589%	11k	718.54	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$7.6M	-63%	117k	65.00	View chart
CBOE Holdings (CBOE)	0.3	$7.6M	+19%	31k	245.25	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$7.6M	+11%	256k	29.62	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$7.4M	+3%	361k	20.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$7.3M	+3%	390k	18.81	View chart
Qualcomm Call Option (QCOM)	0.2	$7.2M	+66%	43k	166.36	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$7.2M	+3%	424k	16.90	View chart
Strategy Cl A New Put Option (MSTR)	0.2	$6.9M	+96%	21k	322.21	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$6.8M	+21%	62k	109.95	View chart
UnitedHealth (UNH)	0.2	$6.5M	-9%	19k	345.31	View chart
Gilead Sciences (GILD)	0.2	$6.5M	+17%	58k	111.00	View chart
Generac Holdings (GNRC)	0.2	$6.5M	-7%	39k	167.40	View chart
Palantir Technologies Cl A (PLTR)	0.2	$6.2M	+21%	34k	182.42	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.2	$6.2M	-22%	161k	38.22	View chart
Cme (CME)	0.2	$6.1M	+32%	23k	270.19	View chart
Texas Roadhouse Call Option (TXRH)	0.2	$5.8M	-16%	35k	166.15	View chart
Oge Energy Corp (OGE)	0.2	$5.8M	-15%	125k	46.27	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.2	$5.7M	NEW	110k	51.93	View chart
Etf Opportunities Trust T Rex 2x Long (NVDX)	0.2	$5.6M	+877%	293k	19.10	View chart
Goldman Sachs (GS)	0.2	$5.6M	-26%	7.0k	796.37	View chart
Uber Technologies (UBER)	0.2	$5.5M	+45%	56k	97.97	View chart
Evergy (EVRG)	0.2	$5.4M		71k	76.02	View chart
Procter & Gamble Company (PG)	0.2	$5.3M	+25%	34k	153.65	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$5.2M	+7%	49k	106.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$5.2M	+8%	66k	78.09	View chart
Snowflake Com Shs (SNOW)	0.2	$5.2M	+81%	23k	225.55	View chart
Blackstone Group Inc Com Cl A Call Option (BX)	0.2	$5.2M	+40%	30k	170.85	View chart
Vertiv Holdings Com Cl A Call Option (VRT)	0.2	$5.1M	+40%	34k	150.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$5.0M	+6%	99k	50.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$5.0M		23k	215.79	View chart
Draftkings Com Cl A (DKNG)	0.2	$4.9M	-6%	132k	37.40	View chart
Cloudflare Cl A Com (NET)	0.2	$4.9M	+31%	23k	214.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$4.8M	-4%	7.2k	669.34	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$4.7M	NEW	98k	48.17	View chart
Shopify Cl A Sub Vtg Shs Call Option (SHOP)	0.2	$4.6M	+4%	54k	85.43	View chart
Pepsi (PEP)	0.2	$4.6M	+59%	33k	140.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.5M	+19%	27k	167.33	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.4M	-4%	67k	65.92	View chart
Parker-Hannifin Corporation (PH)	0.1	$4.4M	-23%	5.8k	758.17	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$4.3M	+25%	443k	9.79	View chart
International Business Machines (IBM)	0.1	$4.3M	+27%	15k	282.16	View chart
Diamondback Energy (FANG)	0.1	$4.2M	-18%	29k	143.10	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.2M	-57%	8.3k	499.19	View chart
Servicenow (NOW)	0.1	$4.1M	+51%	4.5k	920.28	View chart
Alibaba Group Hldg Sponsored Ads Call Option (BABA)	0.1	$4.1M	+29%	23k	178.73	View chart
Merck & Co (MRK)	0.1	$4.1M	-34%	49k	83.93	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$4.0M		171k	23.41	View chart
Marriott Intl Cl A (MAR)	0.1	$4.0M	-15%	15k	260.44	View chart
Starwood Property Trust (STWD)	0.1	$3.8M	-17%	197k	19.37	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$3.8M	NEW	87k	43.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.7M	+9%	11k	355.47	View chart
Altria (MO)	0.1	$3.7M	+26%	57k	66.06	View chart
At&t (T)	0.1	$3.6M	+127%	127k	28.24	View chart
Graniteshares Etf Tr 2x Long Meta Dai (FBL)	0.1	$3.5M	NEW	80k	43.47	View chart
ConocoPhillips (COP)	0.1	$3.4M	+5%	36k	94.59	View chart
Pfizer (PFE)	0.1	$3.2M	+24%	127k	25.48	View chart
Super Micro Computer Com New Call Option (SMCI)	0.1	$3.2M	+39%	66k	47.94	View chart
American Tower Reit (AMT)	0.1	$3.2M	-17%	16k	192.32	View chart
Coinbase Global Com Cl A (COIN)	0.1	$3.1M	+290%	9.3k	337.49	View chart
Kkr & Co (KKR)	0.1	$3.1M	+35%	24k	129.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$3.0M	-73%	43k	68.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.9M		59k	50.07	View chart
Ge Aerospace Com New (GE)	0.1	$2.9M	+7%	9.7k	300.82	View chart
Simon Property (SPG)	0.1	$2.9M	+8%	15k	187.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.9M		30k	96.55	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.9M	+6%	16k	183.73	View chart
Honeywell International Call Option (HON)	0.1	$2.8M	+4%	13k	210.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$2.7M	+83%	71k	38.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.7M		23k	118.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.7M	+9%	7.3k	365.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.6M	+6%	5.6k	468.37	View chart
Prudential Financial (PRU)	0.1	$2.6M	-15%	25k	103.74	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.6M	NEW	52k	50.78	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.6M	+33%	150k	17.16	View chart
On Hldg Namen Akt A (ONON)	0.1	$2.5M	-3%	59k	42.35	View chart
Royal Caribbean Cruises (RCL)	0.1	$2.5M	+16%	7.7k	323.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.5M	+3%	17k	140.95	View chart
United Rentals (URI)	0.1	$2.4M	+15%	2.5k	954.73	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.4M		6.0k	402.42	View chart
Micron Technology (MU)	0.1	$2.4M	+53%	14k	167.32	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.1	$2.3M	-7%	243k	9.50	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$2.2M	NEW	33k	66.92	View chart
Scotts Miracle-gro Cl A (SMG)	0.1	$2.2M	-10%	39k	56.95	View chart
Medtronic SHS (MDT)	0.1	$2.2M	+18%	23k	95.24	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$2.1M	+28%	2.2k	968.09	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$2.1M	-2%	86k	24.70	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.1M	+3%	17k	123.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$2.1M	+3%	125k	16.68	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.1M	+14%	65k	31.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$2.0M		80k	25.71	View chart
Constellation Brands Cl A (STZ)	0.1	$2.0M	-47%	15k	134.67	View chart
Verizon Communications (VZ)	0.1	$2.0M	+11%	46k	43.95	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$2.0M	+3%	96k	20.88	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$2.0M		86k	22.74	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.9M	NEW	21k	93.64	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.1	$1.9M	+3%	90k	21.47	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.9M	NEW	104k	18.24	View chart
Ares Capital Corporation (ARCC)	0.1	$1.9M	+40%	93k	20.41	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.9M	+331%	71k	26.07	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$1.8M	+4%	47k	39.29	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$1.8M	-25%	55k	32.89	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.8M	+2%	3.8k	463.72	View chart
Nio Spon Ads (NIO)	0.1	$1.8M	NEW	231k	7.62	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.7M		9.0k	192.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.7M	-10%	29k	59.92	View chart
Sofi Technologies (SOFI)	0.1	$1.7M	-20%	64k	26.42	View chart
Kinder Morgan (KMI)	0.1	$1.7M	+13%	60k	28.31	View chart
Intel Corporation (INTC)	0.1	$1.7M	+5%	50k	33.55	View chart
Doordash Cl A (DASH)	0.1	$1.7M	NEW	6.1k	271.99	View chart
Sable Offshore Corp Com Shs (SOC)	0.1	$1.7M	NEW	95k	17.46	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.7M	+14%	42k	39.22	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.6M	+196%	12k	133.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.6M	-6%	60k	27.30	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$1.6M	+4%	95k	17.06	View chart
Lightpath Technologies Com Cl A (LPTH)	0.1	$1.6M	+140%	200k	7.93	View chart
Raymond James Financial (RJF)	0.1	$1.6M	-8%	9.2k	172.60	View chart
Nebius Group Shs Class A (NBIS)	0.1	$1.6M	NEW	14k	112.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.6M	+24%	59k	26.34	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.1	$1.6M	+4%	74k	21.02	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.5M	+6%	24k	62.47	View chart
Nucor Corporation (NUE)	0.1	$1.5M	+172%	11k	135.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$1.5M	+40%	3.1k	479.65	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut Call Option (GBTC)	0.0	$1.5M		16k	89.77	View chart
Coreweave Com Cl A (CRWV)	0.0	$1.5M	+591%	11k	136.85	View chart
Union Pacific Corporation (UNP)	0.0	$1.4M		6.1k	236.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.4M	+38%	16k	87.31	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$1.4M	+64%	9.8k	143.18	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$1.4M	+17%	13k	104.51	View chart
Tidal Trust Ii Defiance Daily (ORCX)	0.0	$1.4M	NEW	35k	39.77	View chart
Owens Corning (OC)	0.0	$1.4M	+52%	9.8k	141.45	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$1.4M	-21%	25k	54.18	View chart
Fs Kkr Capital Corp (FSK)	0.0	$1.3M	+288%	90k	14.93	View chart
Paypal Holdings (PYPL)	0.0	$1.3M	+43%	20k	67.06	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$1.3M	-22%	28k	47.51	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.0	$1.3M	-2%	49k	26.95	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.3M	+25%	18k	74.37	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$1.3M		15k	89.37	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.3M	NEW	31k	42.37	View chart
Dominion Resources (D)	0.0	$1.3M	+5%	21k	61.17	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$1.3M		13k	103.40	View chart
Kimberly-Clark Corporation (KMB)	0.0	$1.3M	-2%	10k	124.34	View chart
Main Street Capital Corporation (MAIN)	0.0	$1.3M	-3%	20k	63.59	View chart
Barings Bdc (BBDC)	0.0	$1.3M	NEW	146k	8.76	View chart
Ulta Salon, Cosmetics & Fragrance Call Option (ULTA)	0.0	$1.3M	+19%	2.3k	546.75	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$1.3M	+101%	14k	89.13	View chart
Starbucks Corporation (SBUX)	0.0	$1.3M	-12%	15k	84.60	View chart
Motorola Solutions Com New (MSI)	0.0	$1.2M	+7%	2.7k	457.23	View chart
Cheniere Energy Com New (LNG)	0.0	$1.2M	+34%	5.3k	234.96	View chart
General Dynamics Corporation (GD)	0.0	$1.2M	+12%	3.6k	340.96	View chart
Iron Mountain (IRM)	0.0	$1.2M		12k	101.94	View chart
Datadog Cl A Com (DDOG)	0.0	$1.2M	+51%	8.4k	142.40	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.2M	+15%	1.9k	609.21	View chart
Skywater Technology (SKYT)	0.0	$1.2M	-60%	63k	18.66	View chart
Waste Management (WM)	0.0	$1.2M	+4%	5.3k	220.84	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$1.2M	-15%	25k	46.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.1M	-6%	1.5k	746.46	View chart
Roundhill Etf Trust Innovation 100 O (QDTE)	0.0	$1.1M	+222%	32k	35.60	View chart
Philip Morris International (PM)	0.0	$1.1M	+8%	7.0k	162.21	View chart

Past Filings by HUB Investment Partners

SEC 13F filings are viewable for HUB Investment Partners going back to 2020

HUB Investment Partners 2025 Q3 filed Nov. 12, 2025
HUB Investment Partners 2025 Q2 filed Aug. 14, 2025
HUB Investment Partners 2025 Q1 filed May 15, 2025
HUB Investment Partners 2024 Q4 filed Feb. 11, 2025
TCG Advisory Services 2024 Q3 filed Nov. 14, 2024
TCG Advisory Services 2024 Q2 filed Aug. 9, 2024
TCG Advisory Services 2024 Q1 filed May 10, 2024
TCG Advisory Services 2023 Q4 filed Feb. 6, 2024
TCG Advisory Services 2023 Q3 filed Nov. 14, 2023
TCG Advisory Services 2023 Q2 filed Aug. 14, 2023
TCG Advisory Services 2023 Q1 filed April 24, 2023
TCG Advisory Services 2022 Q4 filed Feb. 10, 2023
TCG Advisory Services 2022 Q3 filed Nov. 14, 2022
TCG Advisory Services 2022 Q2 filed Aug. 12, 2022
TCG Advisory Services 2022 Q1 filed May 13, 2022
TCG Advisory Services 2021 Q4 filed Feb. 11, 2022

View all past filings

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