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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, Aiai Holdings Corp, VTI, MSFT, and represent 25.83% of HUB Investment Partners's stock portfolio.
Added to shares of these 10 stocks: Aiai Holdings Corp (+$157M), NVDA (+$110M), AAPL (+$43M), SGOV (+$36M), KLAC (+$20M), VOO (+$20M), MSFT (+$17M), QQQ (+$14M), VTI (+$14M), VO (+$13M).
Started 262 new stock positions in DD, MGEE, GPIQ, RGA, RIVN, ATR, VIK, SOXX, HDSN, EZU.
Reduced shares in these 10 stocks: SPMO (-$13M), CGUS (-$8.6M), WMT (-$7.8M), WFC (-$7.4M), NEE (-$7.3M), TRFK (-$5.4M), Honeywell International, IWP, VOE, OKE.
Sold out of its positions in TECH, SAM, BURL, AI, Carnival Corporation, CWEN.A, CTSH, DOW, Dupont De Nemours, FENY.
HUB Investment Partners was a net buyer of stock by $923M.
HUB Investment Partners has $5.6B in assets under management (AUM), dropping by 33.12%.
Central Index Key (CIK): 0001841815

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Portfolio Holdings for HUB Investment Partners

HUB Investment Partners holds 1223 positions in its portfolio as reported in the June 2026 quarterly 13F filing

HUB Investment Partners has 1223 total positions. Only the first 250 positions are shown.

Sign up to view all of the HUB Investment Partners June 30, 2026 positions
Download the HUB Investment Partners June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation Call Option (NVDA)	10.3	$574M	+23%	2.9M	200.09	View chart
Apple Call Option (AAPL)	7.9	$440M	+10%	1.5M	289.36	View chart
Aiai Holdings Corp Com Cl A	2.8	$157M	NEW	11M	13.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$147M	+10%	397k	370.04	View chart
Microsoft Corporation (MSFT)	2.2	$121M	+16%	324k	373.02	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	2.0	$110M	+6%	1.2M	91.21	View chart
Amazon (AMZN)	1.9	$107M	+8%	450k	238.34	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	1.4	$77M	+10%	216k	357.37	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.3	$70M	+106%	693k	100.67	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$66M	+8%	737k	89.20	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.2	$65M	+4%	1.4M	45.49	View chart
Broadcom (AVGO)	1.1	$61M	+15%	160k	377.75	View chart
Meta Platforms Cl A (META)	1.0	$56M	+16%	99k	563.29	View chart
JPMorgan Chase & Co. (JPM)	1.0	$55M	+4%	168k	327.33	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.9	$52M	+7%	996k	52.34	View chart
Tesla Motors Call Option (TSLA)	0.9	$51M	+14%	120k	420.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$49M	+8%	226k	217.93	View chart
Micron Technology Call Option (MU)	0.9	$49M	+10%	43k	1154.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$49M	+3%	863k	56.48	View chart
Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B)	0.8	$47M	+12%	94k	500.39	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.8	$45M	+6%	1.7M	26.52	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$44M	-5%	223k	197.60	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.8	$43M	+7%	552k	77.23	View chart
Advanced Micro Devices (AMD)	0.8	$43M		73k	580.91	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.7	$41M		411k	98.59	View chart
Abbvie Call Option (ABBV)	0.7	$40M	+35%	159k	251.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$39M	+57%	53k	736.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.7	$38M	+39%	51k	746.77	View chart
Applied Materials (AMAT)	0.7	$38M	+6%	52k	723.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$38M	+7%	107k	353.33	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.7	$37M	-18%	836k	44.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$37M	+111%	54k	686.81	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.6	$35M	+7%	841k	41.82	View chart
Exxon Mobil Corporation (XOM)	0.6	$34M	+6%	250k	136.72	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$33M	+4%	348k	95.44	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.6	$33M		375k	87.88	View chart
Morgan Stanley Com New (MS)	0.6	$32M	+4%	153k	209.04	View chart
Taiwan Semiconductor Manufac Sponsored Ads Call Option (TSM)	0.6	$32M	+4%	66k	477.57	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$30M	+4%	484k	61.46	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.5	$29M	+72%	834k	34.62	View chart
Wal-Mart Stores (WMT)	0.5	$29M	-21%	252k	113.26	View chart
Dell Technologies CL C Call Option (DELL)	0.5	$27M	+5%	62k	431.46	View chart
Ge Vernova Call Option (GEV)	0.5	$27M	+13%	23k	1174.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$25M	+3%	263k	96.49	View chart
Visa Com Cl A (V)	0.5	$25M	+11%	74k	343.09	View chart
Quanta Services (PWR)	0.4	$24M	+4%	34k	720.04	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$23M		171k	132.24	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.4	$23M	+2%	1.2M	18.43	View chart
Kla Corp Com New (KLAC)	0.4	$22M	+920%	74k	301.71	View chart
Apollo Global Mgmt (APO)	0.4	$22M	+88%	183k	118.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$21M	+9%	94k	219.43	View chart
Eli Lilly & Co. Call Option (LLY)	0.4	$20M	+17%	17k	1199.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$20M	+5%	265k	73.41	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$19M	+6%	412k	46.94	View chart
Palo Alto Networks Call Option (PANW)	0.3	$19M	-3%	57k	341.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$19M	+4%	25k	763.15	View chart
Intuitive Surgical Com New Call Option (ISRG)	0.3	$19M		47k	397.68	View chart
Johnson & Johnson (JNJ)	0.3	$18M	+8%	72k	253.97	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$18M	+3%	444k	40.79	View chart
Cisco Systems (CSCO)	0.3	$17M	+6%	149k	117.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$17M	+34%	239k	71.25	View chart
Bank of America Corporation (BAC)	0.3	$17M	+14%	299k	56.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$17M	+373%	209k	80.57	View chart
IDEXX Laboratories (IDXX)	0.3	$17M		32k	526.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$16M	+3%	209k	77.91	View chart
D.R. Horton (DHI)	0.3	$16M	+7%	100k	162.88	View chart
Mastercard Incorporated Cl A Call Option (MA)	0.3	$16M	+3%	31k	513.60	View chart
CBOE Holdings Call Option (CBOE)	0.3	$16M	+83%	65k	242.67	View chart
Spdr Series Trust St Str Glb Dow (DGT)	0.3	$16M	+6%	85k	184.79	View chart
Global X Fds Russell 2000 (RYLD)	0.3	$15M	+4%	943k	15.99	View chart
Astrazeneca Ord (AZN)	0.3	$15M	+9%	79k	189.62	View chart
Vertiv Holdings Com Cl A Call Option (VRT)	0.3	$15M	+9%	44k	334.82	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$14M	-15%	99k	146.41	View chart
Phillips 66 (PSX)	0.3	$14M		84k	169.05	View chart
Enbridge (ENB)	0.3	$14M	+10%	260k	54.21	View chart
Costco Wholesale Corporation (COST)	0.2	$14M	+6%	15k	935.48	View chart
Freeport Mcmoran CL B Call Option (FCX)	0.2	$14M	+15%	215k	62.89	View chart
Palantir Technologies Cl A (PLTR)	0.2	$13M	+10%	114k	116.67	View chart
Johnson Controls Internation SHS Call Option (JCI)	0.2	$13M	+11%	91k	146.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$13M	+103%	17k	748.89	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.2	$13M	NEW	171k	75.68	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$13M	+47%	253k	50.35	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$12M	+1090%	143k	86.14	View chart
Williams Companies (WMB)	0.2	$12M	+13%	165k	74.34	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$12M		179k	68.01	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$12M	+2%	95k	128.08	View chart
Prologis (PLD)	0.2	$12M	+7%	89k	135.47	View chart
Msci (MSCI)	0.2	$12M		21k	560.03	View chart
Oneok (OKE)	0.2	$12M	-13%	135k	86.94	View chart
Verizon Communications (VZ)	0.2	$12M	+416%	276k	42.34	View chart
American Electric Power Company (AEP)	0.2	$12M	+16%	85k	136.81	View chart
Bloom Energy Corp Com Cl A Call Option (BE)	0.2	$12M	+38%	38k	302.70	View chart
Oracle Corporation (ORCL)	0.2	$12M	+169%	79k	146.55	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.2	$11M	+4%	514k	21.75	View chart
Gilead Sciences (GILD)	0.2	$11M	+13%	87k	126.34	View chart
Wells Fargo & Company (WFC)	0.2	$11M	-40%	131k	82.64	View chart
Lam Research Corp Com New (LRCX)	0.2	$11M	+83%	25k	433.33	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$11M		110k	96.76	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$11M	+5%	169k	62.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$11M	+12%	28k	368.38	View chart
Enterprise Products Partners (EPD)	0.2	$10M	+2%	284k	36.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$10M	+14%	82k	124.76	View chart
McDonald's Corporation (MCD)	0.2	$10M	+4%	37k	270.31	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.2	$9.9M	+4%	138k	71.22	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.2	$9.8M		123k	79.88	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$9.8M		412k	23.85	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$9.8M	+14%	185k	53.09	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.2	$9.8M		145k	67.50	View chart
Blackrock (BLK)	0.2	$9.8M	+14%	10k	961.58	View chart
Intel Corporation (INTC)	0.2	$9.8M	-10%	70k	139.63	View chart
Netflix (NFLX)	0.2	$9.8M	+24%	137k	71.40	View chart
Goldman Sachs (GS)	0.2	$9.8M	+13%	9.7k	1011.41	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$9.7M	+11%	99k	98.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$9.5M	+14%	483k	19.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$9.3M	+5%	156k	59.69	View chart
Marvell Technology (MRVL)	0.2	$9.3M	+123%	31k	297.89	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$9.3M	+13%	456k	20.36	View chart
Generac Holdings (GNRC)	0.2	$9.1M		31k	292.81	View chart
Chevron Corporation (CVX)	0.2	$9.1M	+4%	55k	165.76	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$9.0M	+13%	485k	18.57	View chart
MercadoLibre Call Option (MELI)	0.2	$9.0M	-15%	5.3k	1697.39	View chart
Nebius Group Shs Class A (NBIS)	0.2	$8.8M	+44%	32k	276.17	View chart
Caterpillar (CAT)	0.2	$8.7M	+24%	8.2k	1064.96	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$8.6M	+8%	520k	16.64	View chart
Home Depot (HD)	0.2	$8.6M	+20%	25k	352.69	View chart
Accel Entertainment Com Cl A1 (ACEL)	0.2	$8.4M		669k	12.61	View chart
Qualcomm (QCOM)	0.2	$8.4M	+3%	45k	184.79	View chart
Antero Res (AR)	0.1	$8.1M		229k	35.14	View chart
salesforce (CRM)	0.1	$7.9M	+3%	51k	156.66	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$7.8M	+10%	477k	16.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$7.8M	+33%	41k	189.73	View chart
Rex Etf Tr Autocallable In (ATCL)	0.1	$7.7M	NEW	310k	24.82	View chart
UnitedHealth (UNH)	0.1	$7.6M	+18%	18k	415.64	View chart
Boeing Company (BA)	0.1	$7.6M	+20%	35k	216.47	View chart
Cme (CME)	0.1	$7.6M	+21%	34k	220.83	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$7.5M	+429%	85k	87.91	View chart
Nextera Energy (NEE)	0.1	$7.3M	-49%	83k	87.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$7.3M	+5%	30k	242.99	View chart
Procter & Gamble Company (PG)	0.1	$7.2M	+14%	49k	146.64	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$7.2M	+2%	131k	55.01	View chart
Altria (MO)	0.1	$7.1M	+24%	98k	71.95	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$7.0M	+9%	65k	107.62	View chart
Shopify Cl A Sub Vtg Shs Call Option (SHOP)	0.1	$6.9M	+5%	60k	114.18	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$6.8M	-4%	101k	67.58	View chart
Coca-Cola Company (KO)	0.1	$6.8M	+14%	84k	81.27	View chart
Merck & Co (MRK)	0.1	$6.7M	+11%	52k	128.50	View chart
Texas Instruments Incorporated (TXN)	0.1	$6.7M	+9%	22k	298.07	View chart
Uber Technologies (UBER)	0.1	$6.7M	+19%	92k	72.16	View chart
Abbott Laboratories (ABT)	0.1	$6.6M	+51%	73k	90.74	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$6.6M	+3%	345k	19.12	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$6.5M	+359%	65k	100.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$6.5M	+11%	28k	236.62	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$6.3M	+385%	124k	50.49	View chart
Asml Hldg Nv N Y Registry Shs Call Option (ASML)	0.1	$6.1M	+40%	3.1k	1989.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$6.1M	+2%	57k	106.47	View chart
Ge Aerospace Com New (GE)	0.1	$6.0M	+44%	16k	373.73	View chart
Pepsi (PEP)	0.1	$5.9M	+21%	44k	135.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$5.9M	+2%	70k	83.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.8M	+17%	37k	158.03	View chart
Etf Opportunities Trust T Rex 2x Long (NVDX)	0.1	$5.7M	-2%	337k	16.98	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.7M	-4%	19k	300.45	View chart
Parker-Hannifin Corporation (PH)	0.1	$5.7M	+4%	5.8k	978.13	View chart
Applovin Corp Com Cl A (APP)	0.1	$5.7M	+11%	11k	515.23	View chart
Snowflake Com Shs Call Option (SNOW)	0.1	$5.6M		22k	254.50	View chart
Paycom Software (PAYC)	0.1	$5.6M		44k	125.68	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$5.5M	+3%	67k	82.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$5.4M	-5%	108k	50.57	View chart
Arista Networks Com Shs (ANET)	0.1	$5.4M	+13%	32k	169.88	View chart
Evergy (EVRG)	0.1	$5.3M		61k	86.43	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$5.2M		32k	163.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$5.2M		52k	98.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$5.1M		62k	82.34	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$5.1M	+791%	92k	55.57	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$5.1M		61k	82.84	View chart
Oge Energy Corp (OGE)	0.1	$4.9M		101k	48.66	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.8M	-6%	62k	76.70	View chart
Adobe Systems Incorporated Call Option (ADBE)	0.1	$4.8M		23k	205.02	View chart
Pfizer (PFE)	0.1	$4.8M	+27%	198k	24.08	View chart
International Business Machines (IBM)	0.1	$4.8M	+14%	17k	281.21	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$4.7M	+1176%	201k	23.55	View chart
Blackstone Group Inc Com Cl A Call Option (BX)	0.1	$4.7M	+14%	40k	117.67	View chart
Celsius Hldgs Com New Call Option (CELH)	0.1	$4.7M		159k	29.28	View chart
InterDigital (IDCC)	0.1	$4.6M	+131%	16k	283.13	View chart
Draftkings Com Cl A Put Option (DKNG)	0.1	$4.5M	-6%	180k	25.26	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.1	$4.5M		91k	49.80	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.5M	+96%	6.9k	655.90	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$4.4M	+8%	79k	56.33	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$4.4M		126k	35.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.4M	+39%	11k	409.49	View chart
Cloudflare Cl A Com (NET)	0.1	$4.4M	+3%	18k	245.28	View chart
Calamos Etf Tr Autoc Growt Etf	0.1	$4.4M	NEW	159k	27.71	View chart
Sandisk Corp (SNDK)	0.1	$4.4M	+28%	1.9k	2273.73	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.4M		82k	53.47	View chart
Texas Roadhouse (TXRH)	0.1	$4.3M		22k	193.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.3M	+202%	56k	77.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.2M	+27%	50k	85.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.2M		55k	75.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.2M	+417%	33k	124.17	View chart
Coherent Corp (COHR)	0.1	$4.1M	+129%	11k	394.47	View chart
Metropcs Communications (TMUS)	0.1	$4.1M	-27%	25k	167.73	View chart
At&t (T)	0.1	$4.1M	+15%	198k	20.70	View chart
Simon Property (SPG)	0.1	$4.1M	+18%	18k	223.65	View chart
Union Pacific Corporation (UNP)	0.1	$4.0M	+22%	15k	272.00	View chart
Corning Incorporated (GLW)	0.1	$4.0M	+16%	16k	255.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.9M	-3%	27k	148.31	View chart
Nucor Corporation Call Option (NUE)	0.1	$3.8M	+6%	17k	222.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.8M	+55%	13k	303.13	View chart
Celestica (CLS)	0.1	$3.7M	+46%	10k	364.80	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$3.7M	+78%	73k	50.39	View chart
SLB Com Stk (SLB)	0.1	$3.6M	+1037%	78k	46.49	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$3.6M	NEW	40k	90.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$3.6M	+1570%	30k	119.52	View chart
Marriott Intl Cl A (MAR)	0.1	$3.5M	+2%	9.4k	370.58	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.5M	+6%	32k	110.32	View chart
Peabody Energy (BTU)	0.1	$3.5M		150k	23.12	View chart
Graniteshares Etf Tr 2x Long Nvda Etf Call Option (NVDL)	0.1	$3.5M	+99%	116k	29.81	View chart
Analog Devices (ADI)	0.1	$3.5M	+7%	8.7k	397.19	View chart
Lightpath Technologies Com Cl A (LPTH)	0.1	$3.4M		207k	16.35	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.4M	+253%	108k	31.10	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$3.4M	+74%	6.4k	522.43	View chart
Citigroup Com New (C)	0.1	$3.3M	+5%	23k	139.96	View chart
Philip Morris International (PM)	0.1	$3.2M	+127%	18k	180.91	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.2M	+34%	6.2k	509.43	View chart
ConocoPhillips (COP)	0.1	$3.2M	-13%	30k	103.96	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.1	$3.1M	+45%	41k	76.40	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.1M	+6%	25k	126.58	View chart
Walt Disney Company (DIS)	0.1	$3.1M	-3%	32k	96.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.1M	+40%	98k	31.71	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$3.1M	-28%	283k	10.90	View chart
Eaton Corp SHS (ETN)	0.1	$3.0M	+85%	7.1k	426.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.0M	-20%	4.00	748850.00	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.0M		98k	30.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.9M		18k	164.60	View chart
Valaris Cl A (VAL)	0.1	$2.9M		40k	72.60	View chart
American Tower Reit (AMT)	0.1	$2.9M		18k	163.57	View chart
United Rentals Call Option (URI)	0.1	$2.9M		2.6k	1132.89	View chart
Kinder Morgan (KMI)	0.1	$2.9M	+17%	90k	31.97	View chart
Direxion Shares Etf Trust Dly Mu Bull 2x (MUU)	0.1	$2.9M	NEW	2.7k	1048.73	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$2.8M	-9%	55k	51.91	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$2.8M		64k	44.36	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$2.8M	NEW	71k	39.67	View chart
Nelnet Cl A (NNI)	0.0	$2.8M	+2%	21k	133.33	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.0	$2.7M	+5%	47k	58.01	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$2.7M	+18%	28k	95.62	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$2.7M	+7%	28k	95.98	View chart
Charles Schwab Corporation (SCHW)	0.0	$2.6M	-31%	29k	92.27	View chart
Valero Energy Corporation (VLO)	0.0	$2.6M	+57%	10k	260.45	View chart
Proshares Tr Pshs Ult Semicdt (USD)	0.0	$2.6M		25k	104.26	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$2.6M	+11%	139k	18.87	View chart
American Express Company (AXP)	0.0	$2.6M	+43%	7.7k	338.27	View chart

Past Filings by HUB Investment Partners

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

HUB Investment Partners 2026 Q2 filed July 31, 2026
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

View all past filings

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