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, AVLV, and represent 25.40% of HUB Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$28M), VOE (+$28M), BND (+$18M), BSV (+$16M), AAPL (+$16M), AZN (+$14M), DGT (+$14M), VTI (+$13M), SGOV (+$12M), BRK.B (+$12M).
- Started 224 new stock positions in IMO, KDP, ITUB, BTU, SPSM, SNAP, BXSL, SHM, WTRG, ECC.
- Reduced shares in these 10 stocks: NVDA (-$53M), GOOGL (-$33M), AstraZeneca (-$12M), AOM (-$12M), BSCV (-$9.3M), SCHW (-$9.3M), DELL (-$6.3M), PANW (-$6.1M), BSCR, CGUS.
- Sold out of its positions in ACMR, AYI, AWK, AP, BITY, AM, AstraZeneca, AN, BBAI, BXMT.
- HUB Investment Partners was a net buyer of stock by $456M.
- HUB Investment Partners has $4.2B in assets under management (AUM), dropping by 8.38%.
- Central Index Key (CIK): 0001841815
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Portfolio Holdings for HUB Investment Partners
HUB Investment Partners holds 1005 positions in its portfolio as reported in the March 2026 quarterly 13F filing
HUB Investment Partners has 1005 total positions. Only the first 250 positions are shown.
- Sign up to view all of the HUB Investment Partners March 31, 2026 positions
- Download the HUB Investment Partners March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.7 | $405M | -11% | 2.3M | 174.40 |
|
| Apple (AAPL) | 8.3 | $348M | +4% | 1.4M | 253.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $116M | +12% | 360k | 320.81 |
|
| Microsoft Corporation (MSFT) | 2.5 | $103M | +37% | 279k | 370.17 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 2.2 | $91M | +4% | 1.1M | 80.61 |
|
| Amazon (AMZN) | 2.1 | $87M | +4% | 415k | 208.27 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.5 | $62M | +9% | 1.4M | 45.62 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.4 | $58M | +6% | 681k | 84.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $56M | -36% | 195k | 287.56 |
|
| Meta Platforms Cl A (META) | 1.2 | $49M | +14% | 85k | 572.13 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 1.2 | $48M | +12% | 928k | 51.93 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.1 | $47M | +15% | 836k | 56.68 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $47M | +2% | 160k | 294.16 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 1.0 | $44M | +184% | 236k | 184.28 |
|
| Broadcom (AVGO) | 1.0 | $43M | +11% | 139k | 309.51 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.0 | $42M | +10% | 1.6M | 26.20 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $41M | -5% | 207k | 196.20 |
|
| Exxon Mobil Corporation (XOM) | 1.0 | $40M | +22% | 236k | 169.66 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $40M | +42% | 83k | 479.20 |
|
| Wal-Mart Stores (WMT) | 1.0 | $40M | 321k | 124.28 |
|
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.9 | $40M | +16% | 513k | 77.38 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.9 | $40M | -9% | 1.0M | 38.42 |
|
| Tesla Motors (TSLA) | 0.9 | $39M | +4% | 105k | 371.75 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.8 | $34M | +23% | 405k | 84.52 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $34M | +58% | 336k | 100.66 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.7 | $31M | +5% | 784k | 39.68 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.7 | $29M | +6% | 379k | 76.54 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.7 | $29M | +11% | 334k | 86.64 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $28M | +7% | 99k | 286.86 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $26M | +29% | 465k | 55.52 |
|
| Abbvie (ABBV) | 0.6 | $26M | +7% | 118k | 217.49 |
|
| Morgan Stanley Com New (MS) | 0.6 | $24M | -10% | 147k | 164.57 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $24M | +10% | 36k | 650.35 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $22M | -9% | 48k | 460.99 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $21M | +16% | 63k | 337.95 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.5 | $20M | +4% | 253k | 80.58 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.5 | $20M | +8% | 1.2M | 17.15 |
|
| Visa Com Cl A (V) | 0.5 | $20M | +25% | 66k | 302.24 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $20M | -14% | 34k | 577.18 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $19M | 171k | 112.27 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $19M | +2194% | 251k | 73.64 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.4 | $18M | +7% | 388k | 47.08 |
|
| Quanta Services (PWR) | 0.4 | $18M | +6% | 32k | 549.03 |
|
| IDEXX Laboratories (IDXX) | 0.4 | $18M | -9% | 31k | 561.89 |
|
| Wells Fargo & Company (WFC) | 0.4 | $18M | +4% | 221k | 79.61 |
|
| Ge Vernova (GEV) | 0.4 | $18M | +16% | 20k | 872.89 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.4 | $17M | +4% | 428k | 39.13 |
|
| Applied Materials (AMAT) | 0.4 | $17M | 49k | 341.79 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $16M | +7% | 86k | 191.81 |
|
| Johnson & Johnson (JNJ) | 0.4 | $16M | 66k | 244.44 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $16M | NEW | 201k | 78.41 |
|
| Nextera Energy (NEE) | 0.4 | $15M | +8% | 166k | 92.88 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $15M | +20% | 26k | 597.54 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $15M | +137% | 103k | 146.28 |
|
| Phillips 66 (PSX) | 0.4 | $15M | -9% | 83k | 182.18 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $15M | -9% | 30k | 499.66 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $15M | +9% | 117k | 128.12 |
|
| Advanced Micro Devices (AMD) | 0.4 | $15M | -12% | 72k | 203.43 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.3 | $14M | +68% | 484k | 29.49 |
|
| Astrazeneca Ord (AZN) | 0.3 | $14M | NEW | 72k | 197.22 |
|
| Oneok (OKE) | 0.3 | $14M | -8% | 156k | 90.39 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $14M | +4% | 14k | 996.41 |
|
| Global X Fds Russell 2000 (RYLD) | 0.3 | $14M | +8% | 901k | 14.95 |
|
| Spdr Series Trust State Street Spd (DGT) | 0.3 | $14M | NEW | 79k | 169.55 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $13M | -11% | 14k | 919.76 |
|
| Micron Technology (MU) | 0.3 | $13M | +86% | 38k | 337.84 |
|
| D.R. Horton (DHI) | 0.3 | $13M | +10% | 93k | 137.22 |
|
| Enbridge (ENB) | 0.3 | $13M | +9% | 235k | 54.14 |
|
| Bank of America Corporation (BAC) | 0.3 | $13M | -4% | 260k | 48.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $13M | -9% | 44k | 287.18 |
|
| Msci (MSCI) | 0.3 | $11M | -11% | 21k | 539.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $11M | +644% | 178k | 64.08 |
|
| Booking Holdings (BKNG) | 0.3 | $11M | +1537% | 2.6k | 4212.14 |
|
| McDonald's Corporation (MCD) | 0.3 | $11M | +4% | 35k | 310.79 |
|
| Freeport Mcmoran CL B (FCX) | 0.3 | $11M | +1015% | 186k | 58.78 |
|
| Prologis (PLD) | 0.3 | $11M | +15% | 83k | 132.18 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $11M | +165% | 25k | 430.29 |
|
| MercadoLibre (MELI) | 0.3 | $11M | -4% | 6.3k | 1729.02 |
|
| Chevron Corporation (CVX) | 0.3 | $11M | +19% | 52k | 206.90 |
|
| Apollo Global Mgmt (APO) | 0.3 | $11M | -15% | 97k | 111.42 |
|
| Cisco Systems (CSCO) | 0.3 | $11M | +3% | 139k | 77.59 |
|
| Johnson Controls Internation SHS (JCI) | 0.3 | $11M | +22% | 82k | 130.95 |
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.3 | $11M | +3% | 493k | 21.68 |
|
| Gilead Sciences (GILD) | 0.3 | $11M | +19% | 77k | 139.37 |
|
| Kla Corp Com New (KLAC) | 0.3 | $11M | -15% | 7.2k | 1472.38 |
|
| Williams Companies (WMB) | 0.3 | $11M | +10% | 145k | 72.78 |
|
| Netflix (NFLX) | 0.3 | $11M | +7% | 110k | 96.15 |
|
| Enterprise Products Partners (EPD) | 0.3 | $11M | -7% | 277k | 37.84 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $10M | +2981% | 177k | 58.18 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $10M | NEW | 93k | 111.18 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $10M | +10% | 40k | 250.58 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $10M | +3012% | 161k | 62.56 |
|
| CBOE Holdings (CBOE) | 0.2 | $9.9M | +13% | 35k | 281.07 |
|
| Antero Res (AR) | 0.2 | $9.7M | NEW | 228k | 42.44 |
|
| Dell Technologies CL C (DELL) | 0.2 | $9.7M | -39% | 59k | 164.13 |
|
| American Electric Power Company (AEP) | 0.2 | $9.6M | +11% | 73k | 131.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $9.5M | NEW | 84k | 112.11 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $9.4M | +12% | 24k | 390.42 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.2 | $9.4M | -15% | 144k | 64.97 |
|
| Palo Alto Networks (PANW) | 0.2 | $9.3M | -39% | 58k | 160.32 |
|
| First Tr Exchange Traded Buywrit Incm Etf (FTHI) | 0.2 | $9.3M | NEW | 406k | 22.95 |
|
| salesforce (CRM) | 0.2 | $9.1M | -20% | 49k | 186.67 |
|
| American Centy Etf Tr Avantis Responsi (AVSD) | 0.2 | $9.0M | 122k | 73.65 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $8.7M | -11% | 172k | 50.34 |
|
| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.2 | $8.6M | NEW | 132k | 65.27 |
|
| Blackrock (BLK) | 0.2 | $8.6M | +23% | 8.9k | 961.67 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $8.3M | -5% | 89k | 94.24 |
|
| Cme (CME) | 0.2 | $8.3M | +14% | 28k | 295.35 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $8.2M | -34% | 420k | 19.62 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $8.2M | +5% | 401k | 20.42 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $8.0M | +596% | 148k | 54.05 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.2 | $8.0M | +5% | 479k | 16.72 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.2 | $8.0M | +789% | 162k | 49.37 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.2 | $7.9M | +4% | 426k | 18.66 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $7.9M | +209% | 71k | 110.47 |
|
| Accel Entertainment Com Cl A1 (ACEL) | 0.2 | $7.3M | -6% | 669k | 10.91 |
|
| Goldman Sachs (GS) | 0.2 | $7.2M | +13% | 8.5k | 845.98 |
|
| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.2 | $7.1M | -56% | 434k | 16.46 |
|
| Metropcs Communications (TMUS) | 0.2 | $7.1M | -12% | 34k | 210.03 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $6.7M | +7% | 57k | 118.62 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $6.7M | 105k | 63.91 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.2 | $6.7M | -13% | 110k | 61.00 |
|
| Home Depot (HD) | 0.2 | $6.7M | +3% | 20k | 328.90 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $6.4M | +70% | 333k | 19.30 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $6.2M | +59% | 59k | 106.15 |
|
| Procter & Gamble Company (PG) | 0.1 | $6.2M | +15% | 43k | 144.44 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $6.2M | +2353% | 128k | 48.46 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $6.2M | +623% | 28k | 217.25 |
|
| Generac Holdings (GNRC) | 0.1 | $6.1M | -19% | 31k | 195.33 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $5.9M | +11% | 31k | 192.90 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $5.9M | NEW | 56k | 106.50 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $5.9M | +149% | 16k | 367.44 |
|
| Boeing Company (BA) | 0.1 | $5.8M | +14% | 29k | 199.03 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $5.8M | +16% | 114k | 50.61 |
|
| Qualcomm (QCOM) | 0.1 | $5.7M | -4% | 44k | 128.78 |
|
| Celsius Hldgs Com New (CELH) | 0.1 | $5.6M | 158k | 35.48 |
|
|
| Pepsi (PEP) | 0.1 | $5.6M | +2% | 36k | 155.29 |
|
| Merck & Co (MRK) | 0.1 | $5.6M | +3% | 47k | 120.29 |
|
| Uber Technologies (UBER) | 0.1 | $5.6M | +18% | 78k | 71.93 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $5.6M | -13% | 23k | 243.08 |
|
| Coca-Cola Company (KO) | 0.1 | $5.6M | +13% | 73k | 76.05 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $5.5M | +25% | 8.5k | 653.19 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $5.5M | +176% | 81k | 68.14 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $5.3M | 25k | 215.06 |
|
|
| Paycom Software (PAYC) | 0.1 | $5.3M | -19% | 44k | 121.54 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $5.2M | +389% | 12k | 436.78 |
|
| Altria (MO) | 0.1 | $5.2M | +22% | 79k | 65.99 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $5.1M | +368% | 69k | 75.10 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $5.1M | +29% | 67k | 77.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $5.1M | +719% | 51k | 99.27 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $5.1M | NEW | 65k | 78.41 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $5.0M | -8% | 5.6k | 895.25 |
|
| At&t (T) | 0.1 | $5.0M | +33% | 171k | 28.99 |
|
| Abbott Laboratories (ABT) | 0.1 | $5.0M | 48k | 102.67 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.0M | 20k | 248.00 |
|
|
| Peabody Energy (BTU) | 0.1 | $4.9M | NEW | 150k | 32.95 |
|
| Evergy (EVRG) | 0.1 | $4.9M | -13% | 60k | 81.92 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.9M | +639% | 55k | 88.16 |
|
| Etf Opportunities Trust T Rex 2x Long (NVDX) | 0.1 | $4.8M | +18% | 347k | 13.93 |
|
| Oge Energy Corp (OGE) | 0.1 | $4.8M | -17% | 100k | 47.96 |
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $4.8M | -17% | 127k | 37.44 |
|
| Caterpillar (CAT) | 0.1 | $4.7M | +84% | 6.6k | 708.42 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $4.6M | +1101% | 32k | 144.95 |
|
| ConocoPhillips (COP) | 0.1 | $4.6M | 35k | 132.00 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.6M | +77% | 31k | 148.10 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $4.5M | +65% | 64k | 71.13 |
|
| Pfizer (PFE) | 0.1 | $4.4M | +5% | 155k | 28.08 |
|
| Oracle Corporation (ORCL) | 0.1 | $4.3M | -34% | 29k | 147.11 |
|
| Blackrock Etf Trust Ii Ishares High Yie (HIMU) | 0.1 | $4.3M | 89k | 47.98 |
|
|
| Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) | 0.1 | $4.2M | -23% | 58k | 72.57 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $4.2M | 60k | 69.75 |
|
|
| UnitedHealth (UNH) | 0.1 | $4.2M | -20% | 15k | 270.59 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $4.2M | +265% | 73k | 57.07 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $4.1M | +15% | 192k | 21.62 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $4.0M | +13% | 35k | 114.99 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $4.0M | +20% | 20k | 194.14 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $3.9M | -19% | 393k | 10.03 |
|
| Valaris Cl A (VAL) | 0.1 | $3.9M | NEW | 40k | 98.04 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $3.9M | +39% | 9.8k | 398.00 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.9M | -70% | 42k | 93.98 |
|
| Texas Roadhouse (TXRH) | 0.1 | $3.8M | -29% | 23k | 165.14 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $3.8M | NEW | 28k | 135.49 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.6M | +66% | 5.00 | 718140.00 |
|
| International Business Machines (IBM) | 0.1 | $3.6M | +3% | 15k | 242.39 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $3.6M | -22% | 17k | 206.34 |
|
| Intel Corporation (INTC) | 0.1 | $3.5M | +133% | 79k | 44.13 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $3.5M | -21% | 28k | 122.78 |
|
| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.1 | $3.5M | NEW | 56k | 62.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.4M | +17% | 27k | 124.31 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $3.3M | -2% | 22k | 150.82 |
|
| Walt Disney Company (DIS) | 0.1 | $3.3M | +12% | 34k | 96.38 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $3.2M | +27% | 26k | 125.46 |
|
| Ge Aerospace Com New (GE) | 0.1 | $3.2M | +3% | 11k | 283.78 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.1 | $3.1M | NEW | 61k | 51.84 |
|
| American Tower Reit (AMT) | 0.1 | $3.1M | -14% | 18k | 172.58 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $3.0M | +31% | 23k | 130.94 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $3.0M | +253% | 124k | 24.39 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $3.0M | +646% | 39k | 77.11 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $3.0M | +18% | 99k | 30.32 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $3.0M | -8% | 9.2k | 327.08 |
|
| Medtronic SHS (MDT) | 0.1 | $3.0M | +2% | 34k | 86.65 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $2.9M | 14k | 213.66 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $2.9M | +77% | 12k | 242.63 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $2.9M | +4% | 2.2k | 1320.86 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.9M | 30k | 97.23 |
|
|
| Simon Property (SPG) | 0.1 | $2.9M | 15k | 186.53 |
|
|
| Honeywell International (HON) | 0.1 | $2.8M | +5% | 13k | 226.03 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.8M | -43% | 4.6k | 604.45 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.8M | +10% | 7.8k | 356.56 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.8M | +15% | 6.5k | 426.38 |
|
| Nucor Corporation (NUE) | 0.1 | $2.7M | +44% | 16k | 169.10 |
|
| Verizon Communications (VZ) | 0.1 | $2.7M | +15% | 53k | 50.20 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $2.6M | -3% | 135k | 19.53 |
|
| Nelnet Cl A (NNI) | 0.1 | $2.6M | NEW | 20k | 128.96 |
|
| Diamondback Energy (FANG) | 0.1 | $2.6M | -30% | 13k | 197.79 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $2.6M | +192% | 18k | 145.74 |
|
| Kinder Morgan (KMI) | 0.1 | $2.6M | +38% | 77k | 33.53 |
|
| Analog Devices (ADI) | 0.1 | $2.6M | +13% | 8.1k | 318.15 |
|
| Citigroup Com New (C) | 0.1 | $2.5M | +22% | 22k | 113.41 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $2.5M | +6% | 61k | 41.17 |
|
| Global X Fds Lithium Btry Etf (LIT) | 0.1 | $2.5M | NEW | 33k | 74.35 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $2.5M | 64k | 38.86 |
|
|
| Hldgs (UAL) | 0.1 | $2.5M | +386% | 27k | 92.07 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $2.4M | +4% | 109k | 22.33 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $2.4M | NEW | 68k | 35.44 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.3M | 9.6k | 244.18 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.3M | +918% | 69k | 32.95 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $2.3M | +54% | 22k | 103.76 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.3M | NEW | 43k | 52.64 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.1 | $2.2M | +557% | 45k | 49.96 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.1M | -4% | 70k | 30.68 |
|
| InterDigital (IDCC) | 0.1 | $2.1M | 7.0k | 302.00 |
|
|
| Vanguard Mun Bd Fds Core Tax Exempt (VCRM) | 0.1 | $2.1M | +141% | 28k | 75.15 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.1M | +99% | 8.0k | 261.92 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $2.1M | NEW | 24k | 87.84 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $2.1M | NEW | 14k | 145.79 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $2.1M | 41k | 49.89 |
|
|
| Lightpath Technologies Com Cl A (LPTH) | 0.0 | $2.1M | +2% | 206k | 10.03 |
|
| Invesco Insured Municipal Income Trust (IIM) | 0.0 | $2.1M | 170k | 12.16 |
|
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $2.1M | +8% | 86k | 23.98 |
|
| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.0 | $2.1M | 100k | 20.59 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $2.0M | -10% | 7.4k | 275.18 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $2.0M | 10k | 198.29 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.0 | $2.0M | NEW | 43k | 46.61 |
|
| Dominion Resources (D) | 0.0 | $2.0M | +14% | 33k | 61.82 |
|
| Starwood Property Trust (STWD) | 0.0 | $2.0M | -25% | 115k | 17.22 |
|
| Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) | 0.0 | $2.0M | 93k | 21.15 |
|
|
| Celestica (CLS) | 0.0 | $1.9M | +123% | 6.9k | 281.68 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $1.9M | +49% | 17k | 108.25 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $1.9M | +521% | 41k | 45.65 |
|
Past Filings by HUB Investment Partners
SEC 13F filings are viewable for HUB Investment Partners going back to 2020
- HUB Investment Partners 2026 Q1 filed May 15, 2026
- 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