HUB INVESTMENT PARTNERS, LLC

Filed: 11/12/2025ACC: 0001172661-25-004693

📋 What this filing means

HUB INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 702 equity positions with a total reported market value of $3.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

702

Positions

$3.01B

Total AUM (reported)

36.94M

Total Shares

Allocation by class

COM$1.41B46.8%

TOTAL STK MKT$106.32M3.5%

CAP STK CL A$101.81M3.4%

CL A$101.06M3.4%

COM NEW$88.66M2.9%

UNIT SER 1$60.41M2.0%

COM CL A$58.44M1.9%

Portfolio Concentration

Top 3$668.52M22.2%

4–10$394.22M13.1%

11–25$450.50M15.0%

Rest$1.49B49.7%

Top 3 weight

22.2%

Top 10 weight

35.3%

Voting Authority Distribution

Total shares with voting rights: 36.94M

Sole

Full voting authority

5.25K

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

36.93M

% of voting shares100.0%

Investment Discretion (by position count)

Sole702

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings702

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares2.47M

TypeSH

Market value$460.38M

15.31%

Sole

290.00

Shared

0.00

None

2.47M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares323.98K

TypeSH

Market value$106.32M

3.53%

Sole

644.00

Shared

0.00

None

323.34K

ALPHABET INC

SOLE

CAP STK CL A

Shares418.80K

TypeSH

Market value$101.81M

3.38%

Sole

40.00

Shared

0.00

None

418.76K

MICROSOFT CORP

SOLE

COM

Shares179.62K

TypeSH

Market value$93.03M

3.09%

Sole

56.00

Shared

0.00

None

179.56K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares100.63K

TypeSH

Market value$60.41M

2.01%

Sole

0.00

Shared

0.00

None

100.63K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares1.19M

TypeSH

Market value$55.07M

1.83%

Sole

0.00

Shared

0.00

None

1.19M

JPMORGAN CHASE & CO.

SOLE

COM

Shares154.04K

TypeSH

Market value$48.59M

1.62%

Sole

13.00

Shared

0.00

None

154.03K

TESLA INC

SOLE

COM

Shares104.83K

TypeSH

Market value$46.62M

1.55%

Sole

13.00

Shared

0.00

None

104.81K

META PLATFORMS INC

SOLE

CL A

Shares63.17K

TypeSH

Market value$46.39M

1.54%

Sole

0.00

Shared

0.00

None

63.17K

CAPITAL GROUP CORE EQUITY ET

SOLE

SHS CREATION UNI

Shares1.12M

TypeSH

Market value$44.10M

1.47%

Sole

0.00

Shared

0.00

None

1.12M

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares736.32K

TypeSH

Market value$42.04M

1.40%

Sole

0.00

Shared

0.00

None

736.32K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares215.58K

TypeSH

Market value$40.20M

1.34%

Sole

0.00

Shared

0.00

None

215.58K

BROADCOM INC

SOLE

COM

Shares120.34K

TypeSH

Market value$39.70M

1.32%

Sole

0.00

Shared

0.00

None

120.34K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares1.40M

TypeSH

Market value$37.71M

1.25%

Sole

0.00

Shared

0.00

None

1.40M

WALMART INC

SOLE

COM

Shares324.30K

TypeSH

Market value$33.42M

1.11%

Sole

0.00

Shared

0.00

None

324.30K

VANGUARD MALVERN FDS

SOLE

CORE BD ETF

Shares411.16K

TypeSH

Market value$32.24M

1.07%

Sole

0.00

Shared

0.00

None

411.16K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares318.90K

TypeSH

Market value$29.90M

0.99%

Sole

0.00

Shared

0.00

None

318.90K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares344.90K

TypeSH

Market value$27.02M

0.90%

Sole

0.00

Shared

0.00

None

344.90K

ISHARES TR

SOLE

MSCI INTL VLU FT

Shares730.55K

TypeSH

Market value$25.92M

0.86%

Sole

1.29K

Shared

0.00

None

729.26K

MORGAN STANLEY

SOLE

COM NEW

Shares162.57K

TypeSH

Market value$25.84M

0.86%

Sole

0.00

Shared

0.00

None

162.57K

ABBVIE INC

SOLE

COM

Shares107.17K

TypeSH

Market value$24.81M

0.82%

Sole

0.00

Shared

0.00

None

107.17K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares294.97K

TypeSH

Market value$24.36M

0.81%

Sole

0.00

Shared

0.00

None

294.97K

INTUITIVE SURGICAL INC

SOLE

COM NEW

Shares52.04K

TypeSH

Market value$23.28M

0.77%

Sole

0.00

Shared

0.00

None

52.04K

IDEXX LABS INC

SOLE

COM

Shares34.84K

TypeSH

Market value$22.26M

0.74%

Sole

0.00

Shared

0.00

None

34.84K

EXXON MOBIL CORP

SOLE

COM

Shares193.30K

TypeSH

Market value$21.79M

0.72%

Sole

0.00

Shared

0.00

None

193.30K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	2.47M	SH	$460.38M 15.31%	290.00	2.47M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	323.98K	SH	$106.32M 3.53%	644.00	323.34K
ALPHABET INCSOLE	CAP STK CL A	418.80K	SH	$101.81M 3.38%	40.00	418.76K
MICROSOFT CORPSOLE	COM	179.62K	SH	$93.03M 3.09%	56.00	179.56K
INVESCO QQQ TRSOLE	UNIT SER 1	100.63K	SH	$60.41M 2.01%	0.00	100.63K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	1.19M	SH	$55.07M 1.83%	0.00	1.19M
JPMORGAN CHASE & CO.SOLE	COM	154.04K	SH	$48.59M 1.62%	13.00	154.03K
TESLA INCSOLE	COM	104.83K	SH	$46.62M 1.55%	13.00	104.81K
META PLATFORMS INCSOLE	CL A	63.17K	SH	$46.39M 1.54%	0.00	63.17K
CAPITAL GROUP CORE EQUITY ETSOLE	SHS CREATION UNI	1.12M	SH	$44.10M 1.47%	0.00	1.12M
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	736.32K	SH	$42.04M 1.40%	0.00	736.32K
VANGUARD INDEX FDSSOLE	VALUE ETF	215.58K	SH	$40.20M 1.34%	0.00	215.58K
BROADCOM INCSOLE	COM	120.34K	SH	$39.70M 1.32%	0.00	120.34K
PIMCO ETF TRSOLE	MULTISECTOR BD	1.40M	SH	$37.71M 1.25%	0.00	1.40M
WALMART INCSOLE	COM	324.30K	SH	$33.42M 1.11%	0.00	324.30K
VANGUARD MALVERN FDSSOLE	CORE BD ETF	411.16K	SH	$32.24M 1.07%	0.00	411.16K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	318.90K	SH	$29.90M 0.99%	0.00	318.90K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	344.90K	SH	$27.02M 0.90%	0.00	344.90K
ISHARES TRSOLE	MSCI INTL VLU FT	730.55K	SH	$25.92M 0.86%	1.29K	729.26K
MORGAN STANLEYSOLE	COM NEW	162.57K	SH	$25.84M 0.86%	0.00	162.57K
ABBVIE INCSOLE	COM	107.17K	SH	$24.81M 0.82%	0.00	107.17K
ISHARES TRSOLE	CORE MSCI TOTAL	294.97K	SH	$24.36M 0.81%	0.00	294.97K
INTUITIVE SURGICAL INCSOLE	COM NEW	52.04K	SH	$23.28M 0.77%	0.00	52.04K
IDEXX LABS INCSOLE	COM	34.84K	SH	$22.26M 0.74%	0.00	34.84K
EXXON MOBIL CORPSOLE	COM	193.30K	SH	$21.79M 0.72%	0.00	193.30K

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