HUB INVESTMENT PARTNERS, LLC

Filed: 5/15/2026ACC: 0001172661-26-002189

📋 What this filing means

HUB INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 1005 equity positions with a total reported market value of $4.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1005

Positions

$4.18B

Total AUM (reported)

49.64M

Total Shares

Allocation by class

COM$2.04B48.7%

CL A$118.24M2.8%

TOTAL STK MKT$115.58M2.8%

US LARGE CAP VLU$91.12M2.2%

COM NEW$87.04M2.1%

TOTAL BD ETF$61.95M1.5%

INTL EQT ETF$57.80M1.4%

Portfolio Concentration

Top 3$867.58M20.7%

4–10$505.66M12.1%

11–25$617.99M14.8%

Rest$2.19B52.4%

Top 3 weight

20.7%

Top 10 weight

32.8%

Voting Authority Distribution

Total shares with voting rights: 49.64M

Sole

Full voting authority

9.37K

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

49.63M

% of voting shares100.0%

Investment Discretion (by position count)

Sole1005

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings1005

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares2.32M

TypeSH

Market value$404.48M

9.67%

Sole

0.00

Shared

0.00

None

2.32M

APPLE INC

SOLE

COM

Shares1.37M

TypeSH

Market value$347.52M

8.31%

Sole

0.00

Shared

0.00

None

1.37M

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares360.29K

TypeSH

Market value$115.58M

2.76%

Sole

0.00

Shared

0.00

None

359.72K

MICROSOFT CORP

SOLE

COM

Shares279.35K

TypeSH

Market value$103.41M

2.47%

Sole

0.00

Shared

0.00

None

279.32K

AMERICAN CENTY ETF TR

SOLE

US LARGE CAP VLU

Shares1.13M

TypeSH

Market value$91.12M

2.18%

Sole

0.00

Shared

0.00

None

1.13M

AMAZON COM INC

SOLE

COM

Shares415.15K

TypeSH

Market value$86.46M

2.07%

Sole

0.00

Shared

0.00

None

415.11K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares1.36M

TypeSH

Market value$61.95M

1.48%

Sole

0.00

Shared

0.00

None

1.36M

AMERICAN CENTY ETF TR

SOLE

INTL EQT ETF

Shares681.33K

TypeSH

Market value$57.80M

1.38%

Sole

0.00

Shared

0.00

None

680.57K

ALPHABET INC

SOLE

CAP STK CL A

Shares195.44K

TypeSH

Market value$56.20M

1.34%

Sole

0.00

Shared

0.00

None

195.42K

META PLATFORMS INC

SOLE

CL A

Shares85.14K

TypeSH

Market value$48.71M

1.16%

Sole

0.00

Shared

0.00

None

85.14K

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares928.14K

TypeSH

Market value$48.20M

1.15%

Sole

0.00

Shared

0.00

None

928.14K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares836.28K

TypeSH

Market value$47.40M

1.13%

Sole

0.00

Shared

0.00

None

836.28K

JPMORGAN CHASE & CO

SOLE

COM

Shares160.34K

TypeSH

Market value$47.17M

1.13%

Sole

0.00

Shared

0.00

None

160.33K

VANGUARD INDEX FDS

SOLE

MCAP VL IDXVIP

Shares235.93K

TypeSH

Market value$43.48M

1.04%

Sole

0.00

Shared

0.00

None

235.93K

BROADCOM INC

SOLE

COM

Shares139.37K

TypeSH

Market value$43.14M

1.03%

Sole

0.00

Shared

0.00

None

139.37K

PIMCO ETF TR

SOLE

MULTISECTOR BD

Shares1.60M

TypeSH

Market value$41.84M

1.00%

Sole

0.00

Shared

0.00

None

1.60M

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares207.12K

TypeSH

Market value$40.64M

0.97%

Sole

0.00

Shared

0.00

None

207.12K

EXXON MOBIL CORP

SOLE

COM

Shares235.59K

TypeSH

Market value$39.97M

0.96%

Sole

0.00

Shared

0.00

None

235.59K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares83.32K

TypeSH

Market value$39.93M

0.95%

Sole

0.00

Shared

0.00

None

83.31K

WALMART INC

SOLE

COM

Shares320.97K

TypeSH

Market value$39.89M

0.95%

Sole

0.00

Shared

0.00

None

320.97K

VANGUARD MALVERN FDS

SOLE

CORE BD ETF

Shares513.21K

TypeSH

Market value$39.71M

0.95%

Sole

0.00

Shared

0.00

None

513.21K

CAPITAL GROUP CORE EQUITY ET

SOLE

SHS CREATION UNI

Shares1.03M

TypeSH

Market value$39.54M

0.95%

Sole

0.00

Shared

0.00

None

1.03M

TESLA INC

SOLE

COM

Shares105.18K

TypeSH

Market value$39.10M

0.94%

Sole

166.00

Shared

0.00

None

105.17K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE GROWTH

Shares404.45K

TypeSH

Market value$34.18M

0.82%

Sole

0.00

Shared

0.00

None

404.45K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares335.84K

TypeSH

Market value$33.81M

0.81%

Sole

0.00

Shared

0.00

None

335.84K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	2.32M	SH	$404.48M 9.67%	0.00	2.32M
APPLE INCSOLE	COM	1.37M	SH	$347.52M 8.31%	0.00	1.37M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	360.29K	SH	$115.58M 2.76%	0.00	359.72K
MICROSOFT CORPSOLE	COM	279.35K	SH	$103.41M 2.47%	0.00	279.32K
AMERICAN CENTY ETF TRSOLE	US LARGE CAP VLU	1.13M	SH	$91.12M 2.18%	0.00	1.13M
AMAZON COM INCSOLE	COM	415.15K	SH	$86.46M 2.07%	0.00	415.11K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	1.36M	SH	$61.95M 1.48%	0.00	1.36M
AMERICAN CENTY ETF TRSOLE	INTL EQT ETF	681.33K	SH	$57.80M 1.38%	0.00	680.57K
ALPHABET INCSOLE	CAP STK CL A	195.44K	SH	$56.20M 1.34%	0.00	195.42K
META PLATFORMS INCSOLE	CL A	85.14K	SH	$48.71M 1.16%	0.00	85.14K
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	928.14K	SH	$48.20M 1.15%	0.00	928.14K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	836.28K	SH	$47.40M 1.13%	0.00	836.28K
JPMORGAN CHASE & COSOLE	COM	160.34K	SH	$47.17M 1.13%	0.00	160.33K
VANGUARD INDEX FDSSOLE	MCAP VL IDXVIP	235.93K	SH	$43.48M 1.04%	0.00	235.93K
BROADCOM INCSOLE	COM	139.37K	SH	$43.14M 1.03%	0.00	139.37K
PIMCO ETF TRSOLE	MULTISECTOR BD	1.60M	SH	$41.84M 1.00%	0.00	1.60M
VANGUARD INDEX FDSSOLE	VALUE ETF	207.12K	SH	$40.64M 0.97%	0.00	207.12K
EXXON MOBIL CORPSOLE	COM	235.59K	SH	$39.97M 0.96%	0.00	235.59K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	83.32K	SH	$39.93M 0.95%	0.00	83.31K
WALMART INCSOLE	COM	320.97K	SH	$39.89M 0.95%	0.00	320.97K
VANGUARD MALVERN FDSSOLE	CORE BD ETF	513.21K	SH	$39.71M 0.95%	0.00	513.21K
CAPITAL GROUP CORE EQUITY ETSOLE	SHS CREATION UNI	1.03M	SH	$39.54M 0.95%	0.00	1.03M
TESLA INCSOLE	COM	105.18K	SH	$39.10M 0.94%	166.00	105.17K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE GROWTH	404.45K	SH	$34.18M 0.82%	0.00	404.45K
ISHARES TRSOLE	0-3 MNTH TREASRY	335.84K	SH	$33.81M 0.81%	0.00	335.84K

Page 1 of 41

…