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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, AAPL, VTI, MSFT, GOOGL, and represent 29.72% of HUB Investment Partners's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$356M), AMZN (+$92M), AVLV (+$82M), AVDE (+$53M), BINC (+$44M), BRK.B (+$29M), NVDA (+$29M), AVEM (+$19M), AMD (+$18M), BAC (+$15M).
Started 238 new stock positions in AVSD, DIS, GNTX, CAT, CFG, BA, BDX, REYN, MTB, VCR.
Reduced shares in these 10 stocks: QQQ (-$37M), GOOGL (-$34M), DYNF (-$10M), BSCQ (-$9.4M), FTHI (-$8.6M), COWZ (-$8.5M), JGLO (-$8.0M), OWL (-$7.5M), JBBB, IWM.
Sold out of its positions in AFB, ARLP, OKLO, COR, AR, ASPN, AVTR, BBDC, BXSL, GTLS.
HUB Investment Partners was a net buyer of stock by $829M.
HUB Investment Partners has $3.9B in assets under management (AUM), dropping by 28.40%.
Central Index Key (CIK): 0001841815

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Portfolio Holdings for HUB Investment Partners

HUB Investment Partners holds 848 positions in its portfolio as reported in the December 2025 quarterly 13F filing

HUB Investment Partners has 848 total positions. Only the first 250 positions are shown.

Sign up to view all of the HUB Investment Partners Dec. 31, 2025 positions
Download the HUB Investment Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	12.7	$489M	+6%	2.6M	186.50	View chart
Apple (AAPL)	9.2	$356M	NEW	1.3M	271.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$107M		319k	335.27	View chart
Microsoft Corporation (MSFT)	2.5	$98M	+12%	203k	483.62	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	2.5	$97M	-26%	310k	313.00	View chart
Amazon Call Option (AMZN)	2.4	$92M	NEW	399k	230.82	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.1	$82M	NEW	1.1M	75.77	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$57M	+3%	1.2M	46.04	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.4	$53M	NEW	642k	82.32	View chart
JPMorgan Chase & Co. (JPM)	1.3	$50M		157k	322.22	View chart
Meta Platforms Cl A Call Option (META)	1.3	$49M	+17%	74k	660.09	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	1.2	$46M	+2%	1.1M	40.23	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.1	$44M	NEW	824k	52.77	View chart
Broadcom Call Option (AVGO)	1.1	$43M	+3%	125k	346.10	View chart
Vanguard Index Fds Value Etf (VTV)	1.1	$42M		219k	190.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$42M		725k	57.24	View chart
Tesla Motors Call Option (TSLA)	1.1	$41M	-3%	101k	405.77	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.0	$38M	+2%	1.4M	26.68	View chart
Wal-Mart Stores (WMT)	0.9	$36M		321k	111.41	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.9	$34M	+7%	440k	77.89	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.8	$30M	+2%	326k	92.80	View chart
Intuitive Surgical Com New (ISRG)	0.8	$30M	+2%	53k	566.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$29M	NEW	58k	502.65	View chart
Morgan Stanley Com New (MS)	0.8	$29M		164k	177.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$29M	+6%	92k	313.80	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$29M	+3%	356k	80.22	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.7	$28M		743k	38.05	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$25M		300k	84.64	View chart
Abbvie Call Option (ABBV)	0.6	$25M		109k	228.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$24M	-60%	40k	614.31	View chart
IDEXX Laboratories (IDXX)	0.6	$23M		35k	676.53	View chart
Exxon Mobil Corporation (XOM)	0.6	$23M		192k	120.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$23M	+4%	33k	681.91	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$21M	+31%	212k	100.38	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$21M	+21%	359k	58.12	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.5	$21M	+59%	171k	120.96	View chart
Wells Fargo & Company (WFC)	0.5	$20M		212k	93.20	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$19M	-8%	1.1M	17.67	View chart
Mastercard Incorporated Cl A (MA)	0.5	$19M	+3%	33k	570.88	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$19M	NEW	242k	77.02	View chart
Visa Com Cl A (V)	0.5	$19M	+6%	53k	350.71	View chart
Palo Alto Networks Call Option (PANW)	0.5	$18M	-2%	97k	184.20	View chart
Advanced Micro Devices Call Option (AMD)	0.5	$18M	NEW	83k	214.16	View chart
Eli Lilly & Co. Call Option (LLY)	0.4	$17M	+19%	16k	1074.68	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$17M		361k	47.35	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.4	$17M	+695%	996k	16.70	View chart
Apollo Global Mgmt (APO)	0.4	$17M		115k	144.76	View chart
Global X Fds S&p 500 Covered (XYLD)	0.4	$17M	-8%	408k	40.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$17M	-13%	54k	303.89	View chart
salesforce Call Option (CRM)	0.4	$16M	+2%	62k	264.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$16M		80k	198.62	View chart
Bank of America Corporation (BAC)	0.4	$15M	NEW	271k	55.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$15M		83k	177.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$15M	-3%	107k	136.94	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$14M		49k	290.22	View chart
Charles Schwab Corporation (SCHW)	0.4	$14M	-7%	140k	99.91	View chart
Johnson & Johnson (JNJ)	0.4	$14M		67k	206.95	View chart
Msci (MSCI)	0.4	$14M		24k	573.74	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.3	$13M		282k	47.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$13M	+4%	21k	627.12	View chart
MercadoLibre (MELI)	0.3	$13M	-6%	6.6k	2014.26	View chart
Applied Materials (AMAT)	0.3	$13M	NEW	50k	256.99	View chart
Global X Fds Russell 2000 (RYLD)	0.3	$13M	-17%	832k	15.30	View chart
Quanta Services (PWR)	0.3	$13M		30k	422.06	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$13M	+2%	644k	19.74	View chart
Oneok (OKE)	0.3	$13M	-2%	170k	73.50	View chart
Nextera Energy (NEE)	0.3	$12M	-5%	154k	80.28	View chart
Dell Technologies CL C (DELL)	0.3	$12M	-2%	97k	125.88	View chart
D.R. Horton (DHI)	0.3	$12M	+5%	84k	144.03	View chart
Astrazeneca Sponsored Adr	0.3	$12M	NEW	129k	91.93	View chart
Phillips 66 (PSX)	0.3	$12M		91k	129.04	View chart
Costco Wholesale Corporation (COST)	0.3	$12M		13k	862.37	View chart
Ge Vernova (GEV)	0.3	$11M	+29%	17k	653.57	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.3	$11M	+7%	476k	22.00	View chart
McDonald's Corporation Call Option (MCD)	0.3	$10M	+2%	34k	305.63	View chart
Kla Corp Com New (KLAC)	0.3	$10M	-2%	8.5k	1215.01	View chart
Enbridge (ENB)	0.3	$10M	+4%	215k	47.83	View chart
Cisco Systems (CSCO)	0.3	$10M	+5%	134k	77.03	View chart
Crowdstrike Hldgs Cl A Call Option (CRWD)	0.3	$10M	+6%	21k	468.77	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$9.7M		194k	50.32	View chart
Enterprise Products Partners (EPD)	0.2	$9.6M	+2%	300k	32.06	View chart
Adobe Systems Incorporated (ADBE)	0.2	$9.3M		26k	349.99	View chart
Netflix Call Option (NFLX)	0.2	$9.2M	+1365%	102k	90.51	View chart
Prologis (PLD)	0.2	$9.1M		71k	127.66	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$9.1M	NEW	122k	74.26	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$8.9M	+123%	127k	70.41	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.2	$8.9M		170k	52.41	View chart
Oracle Corporation Call Option (ORCL)	0.2	$8.7M	+59%	45k	194.91	View chart
Paycom Software (PAYC)	0.2	$8.6M	+4%	54k	159.36	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$8.5M	-2%	53k	160.97	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$8.5M	+11%	287k	29.55	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$8.5M	-7%	94k	90.00	View chart
Accel Entertainment Com Cl A1 (ACEL)	0.2	$8.1M		714k	11.41	View chart
Johnson Ctls Intl SHS Call Option (JCI)	0.2	$8.0M	+8%	67k	119.75	View chart
Williams Companies (WMB)	0.2	$7.9M	+6%	131k	60.11	View chart
Qualcomm (QCOM)	0.2	$7.9M	+6%	46k	171.05	View chart
Metropcs Communications (TMUS)	0.2	$7.9M		39k	203.04	View chart
Gilead Sciences (GILD)	0.2	$7.8M	+9%	64k	122.74	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$7.8M	+5%	380k	20.60	View chart
CBOE Holdings (CBOE)	0.2	$7.8M		31k	251.00	View chart
Blackrock (BLK)	0.2	$7.8M	+7%	7.3k	1070.30	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$7.7M	+5%	410k	18.84	View chart
Palantir Technologies Cl A Put Option (PLTR)	0.2	$7.7M	+28%	43k	177.75	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$7.7M	+7%	455k	16.92	View chart
American Electric Power Company (AEP)	0.2	$7.6M	NEW	66k	115.31	View chart
Celsius Hldgs Com New (CELH)	0.2	$7.2M		158k	45.74	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$7.1M	-9%	107k	66.43	View chart
Home Depot (HD)	0.2	$6.8M	-2%	20k	344.11	View chart
Cme (CME)	0.2	$6.7M	+7%	25k	273.08	View chart
Chevron Corporation (CVX)	0.2	$6.7M	NEW	44k	152.41	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.2	$6.6M	-21%	76k	88.01	View chart
Goldman Sachs (GS)	0.2	$6.6M	+7%	7.5k	879.00	View chart
UnitedHealth (UNH)	0.2	$6.4M	+2%	19k	330.10	View chart
Abbott Laboratories (ABT)	0.2	$6.0M	NEW	48k	125.29	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.2	$5.9M	-4%	154k	38.48	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$5.9M	+8%	37k	162.01	View chart
Micron Technology (MU)	0.2	$5.9M	+45%	21k	285.41	View chart
Draftkings Com Cl A Call Option (DKNG)	0.1	$5.7M	+25%	166k	34.46	View chart
Boeing Company Call Option (BA)	0.1	$5.5M	NEW	25k	217.11	View chart
Procter & Gamble Company (PG)	0.1	$5.4M	+9%	38k	143.31	View chart
Parker-Hannifin Corporation (PH)	0.1	$5.4M	+5%	6.1k	878.96	View chart
Uber Technologies (UBER)	0.1	$5.4M	+17%	66k	81.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$5.3M	+5%	24k	219.78	View chart
Texas Roadhouse (TXRH)	0.1	$5.3M	-8%	32k	166.00	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$5.3M	+10%	491k	10.72	View chart
Generac Holdings (GNRC)	0.1	$5.2M		39k	136.37	View chart
Oge Energy Corp (OGE)	0.1	$5.2M	-2%	122k	42.70	View chart
Evergy (EVRG)	0.1	$5.1M		70k	72.49	View chart
Pepsi (PEP)	0.1	$5.1M	+7%	35k	143.52	View chart
Raytheon Technologies Corp (RTX)	0.1	$5.0M	+2%	28k	183.40	View chart
Etf Opportunities Trust T Rex 2x Long (NVDX)	0.1	$5.0M		293k	17.12	View chart
Snowflake Com Shs Call Option (SNOW)	0.1	$5.0M		23k	219.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.0M	-44%	20k	246.16	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$4.9M		98k	50.59	View chart
Applovin Corp Com Cl A (APP)	0.1	$4.8M	-33%	7.1k	673.82	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.7M		31k	154.14	View chart
Merck & Co (MRK)	0.1	$4.7M	-7%	45k	105.26	View chart
Arista Networks Com Shs (ANET)	0.1	$4.7M	NEW	36k	131.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$4.6M	-5%	6.8k	684.90	View chart
Blue Owl Capital Com Cl A (OWL)	0.1	$4.5M	-62%	304k	14.94	View chart
Strategy Cl A New (MSTR)	0.1	$4.5M	+39%	30k	151.95	View chart
Coca-Cola Company (KO)	0.1	$4.5M	NEW	64k	69.91	View chart
Cloudflare Cl A Com (NET)	0.1	$4.4M		22k	197.15	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$4.3M	NEW	89k	48.68	View chart
International Business Machines Call Option (IBM)	0.1	$4.2M	-6%	14k	296.21	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$4.1M	+523%	78k	52.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.0M	-22%	51k	77.88	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.0M		8.3k	483.66	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$4.0M	-11%	59k	67.22	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.9M	-24%	37k	107.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.8M	-9%	9.5k	396.31	View chart
American Tower Reit (AMT)	0.1	$3.7M	+29%	21k	175.57	View chart
Altria (MO)	0.1	$3.7M	+13%	64k	57.66	View chart
Pfizer Call Option (PFE)	0.1	$3.7M	+16%	148k	24.90	View chart
Walt Disney Company (DIS)	0.1	$3.4M	NEW	30k	113.77	View chart
Reddit Cl A (RDDT)	0.1	$3.4M	+457%	15k	229.87	View chart
ConocoPhillips (COP)	0.1	$3.3M		36k	93.61	View chart
Ge Aerospace Com New (GE)	0.1	$3.3M	+10%	11k	308.04	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$3.2M	+30%	195k	16.49	View chart
Medtronic SHS Call Option (MDT)	0.1	$3.2M	+46%	33k	96.06	View chart
At&t (T)	0.1	$3.2M		128k	24.84	View chart
Servicenow (NOW)	0.1	$3.1M	+353%	20k	153.19	View chart
Marriott Intl Cl A (MAR)	0.1	$3.1M	-34%	10k	310.23	View chart
Kkr & Co (KKR)	0.1	$3.1M		24k	127.48	View chart
Alibaba Group Hldg Sponsored Ads Call Option (BABA)	0.1	$3.0M	-11%	20k	146.58	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.9M	+8%	17k	173.49	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$2.9M	-26%	125k	23.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.9M		30k	96.27	View chart
Simon Property (SPG)	0.1	$2.8M		15k	185.11	View chart
Diamondback Energy (FANG)	0.1	$2.8M	-35%	19k	150.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.8M	+3%	23k	120.18	View chart
Starwood Property Trust (STWD)	0.1	$2.8M	-21%	154k	18.01	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$2.7M	-77%	140k	19.58	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.7M	-11%	38k	69.67	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$2.7M	+6%	6.4k	412.75	View chart
Prudential Financial (PRU)	0.1	$2.6M	-7%	23k	112.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.6M		5.6k	473.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.6M	-3%	7.1k	373.47	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$2.6M	+28%	84k	30.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.5M		18k	143.52	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$2.5M	-11%	63k	39.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.3M	NEW	23k	101.98	View chart
Honeywell International (HON)	0.1	$2.3M	-10%	12k	195.09	View chart
Royal Caribbean Cruises (RCL)	0.1	$2.3M	+8%	8.3k	278.90	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.3M	+8%	13k	171.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.3M	NEW	3.00	754800.00	View chart
InterDigital (IDCC)	0.1	$2.2M	NEW	7.1k	318.39	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$2.2M	+21%	57k	39.50	View chart
Asml Holding N V N Y Registry Shs Call Option (ASML)	0.1	$2.2M	-5%	2.1k	1069.86	View chart
On Hldg Namen Akt A (ONON)	0.1	$2.2M	-21%	47k	46.48	View chart
Lightpath Technologies Com Cl A (LPTH)	0.1	$2.2M		200k	10.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$2.1M	-28%	42k	50.29	View chart
Citigroup Com New (C)	0.1	$2.1M	NEW	18k	116.69	View chart
United Rentals (URI)	0.1	$2.1M	+2%	2.6k	809.32	View chart
Invesco Insured Municipal Income Trust (IIM)	0.1	$2.1M	NEW	170k	12.32	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.1M	+3%	18k	117.21	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$2.1M	+2%	99k	20.88	View chart
Coinbase Global Com Cl A Call Option (COIN)	0.1	$2.1M	-2%	9.1k	226.14	View chart
Caterpillar (CAT)	0.1	$2.0M	NEW	3.6k	572.83	View chart
Dick's Sporting Goods (DKS)	0.1	$2.0M	NEW	10k	197.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.0M	+21%	73k	27.43	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.1	$2.0M		92k	21.46	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$1.9M	-7%	80k	24.33	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$1.9M		86k	22.61	View chart
Analog Devices (ADI)	0.0	$1.9M	NEW	7.1k	271.20	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.9M	+19%	71k	26.91	View chart
Broadridge Financial Solutions (BR)	0.0	$1.9M	+523%	8.5k	223.18	View chart
Verizon Communications (VZ)	0.0	$1.9M		46k	40.73	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.9M	-5%	29k	64.42	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$1.9M	+9%	104k	17.96	View chart
Boston Scientific Corporation (BSX)	0.0	$1.9M	NEW	20k	95.35	View chart
Nucor Corporation (NUE)	0.0	$1.8M		11k	163.10	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.0	$1.8M	-5%	52k	34.74	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.0	$1.8M	+123%	84k	21.51	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$1.8M	-2%	3.7k	480.53	View chart
Super Micro Computer Com New (SMCI)	0.0	$1.8M	-7%	61k	29.27	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.0	$1.8M	NEW	33k	52.87	View chart
Main Street Capital Corporation (MAIN)	0.0	$1.7M	+40%	29k	60.39	View chart
Sofi Technologies (SOFI)	0.0	$1.7M		64k	26.18	View chart
Dominion Resources (D)	0.0	$1.7M	+34%	29k	58.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.6M	-21%	63k	26.23	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$1.6M	+78%	91k	17.71	View chart
Doordash Cl A (DASH)	0.0	$1.6M	+15%	7.1k	226.48	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.6M	+6%	9.6k	162.63	View chart
Union Pacific Corporation (UNP)	0.0	$1.6M	+9%	6.7k	231.31	View chart
Raymond James Financial (RJF)	0.0	$1.5M	+4%	9.6k	160.59	View chart
Kinder Morgan (KMI)	0.0	$1.5M	-7%	55k	27.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.5M	-16%	24k	62.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.5M	+76%	46k	32.62	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$1.5M	+3%	2.4k	605.01	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.0	$1.4M	-33%	163k	8.90	View chart
Skywater Technology (SKYT)	0.0	$1.4M	+24%	79k	18.16	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.0	$1.4M	-8%	68k	21.02	View chart
American Express Company (AXP)	0.0	$1.4M	NEW	3.8k	369.99	View chart
Astera Labs Call Option (ALAB)	0.0	$1.4M	+340%	8.3k	166.36	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$1.4M	+422%	13k	110.19	View chart
Consolidated Edison (ED)	0.0	$1.4M	NEW	14k	99.32	View chart
Bristol Myers Squibb Call Option (BMY)	0.0	$1.4M	NEW	25k	53.94	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$1.4M		15k	92.30	View chart
EXACT Sciences Corporation Call Option (EXAS)	0.0	$1.3M		13k	101.56	View chart
Proshares Tr Pshs Ult Semicdt (USD)	0.0	$1.3M	NEW	25k	52.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$1.3M	-9%	15k	89.46	View chart
Rockwell Automation (ROK)	0.0	$1.3M	+164%	3.3k	389.11	View chart
CVS Caremark Corporation (CVS)	0.0	$1.3M	NEW	16k	79.36	View chart
Devon Energy Corporation Call Option (DVN)	0.0	$1.3M	+17%	35k	36.63	View chart
Robinhood Mkts Com Cl A Call Option (HOOD)	0.0	$1.3M	+16%	11k	113.10	View chart
Starbucks Corporation (SBUX)	0.0	$1.3M	+2%	15k	84.21	View chart
Intel Corporation (INTC)	0.0	$1.2M	-32%	34k	36.90	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$1.2M	-3%	47k	26.47	View chart
Northrop Grumman Corporation (NOC)	0.0	$1.2M	+9%	2.1k	570.22	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 Q4 filed Feb. 17, 2026
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

View all past filings

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