Universe · entity
HUB Investment Partners, LLC
Institutional manager (13F) · CIK 1841815
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $401M | 2,299,680 |
| 2 | APPLE INC | $341M | 1,342,807 |
| 3 | VANGUARD INDEX FDS | $116M | 360,285 |
| 4 | MICROSOFT CORP | $94M | 253,048 |
| 5 | AMERICAN CENTY ETF TR | $91M | 1,130,337 |
| 6 | AMAZON COM INC | $85M | 410,253 |
| 7 | FIDELITY MERRIMACK STR TR | $62M | 1,358,029 |
| 8 | AMERICAN CENTY ETF TR | $58M | 681,333 |
| 9 | ALPHABET INC | $56M | 193,242 |
| 10 | BLACKROCK ETF TRUST II | $48M | 928,138 |
| 11 | J P MORGAN EXCHANGE TRADED F | $47M | 836,279 |
| 12 | JPMORGAN CHASE & CO | $47M | 158,439 |
| 13 | META PLATFORMS INC | $47M | 81,343 |
| 14 | VANGUARD INDEX FDS | $43M | 235,927 |
| 15 | BROADCOM INC | $42M | 136,073 |
| 16 | PIMCO ETF TR | $42M | 1,597,029 |
| 17 | VANGUARD INDEX FDS | $41M | 207,122 |
| 18 | EXXON MOBIL CORP | $40M | 235,495 |
| 19 | WALMART INC | $40M | 320,972 |
| 20 | VANGUARD MALVERN FDS | $40M | 513,210 |
| 21 | CAPITAL GROUP CORE EQUITY ET | $40M | 1,029,237 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $39M | 80,418 |
| 23 | TESLA INC | $38M | 102,179 |
| 24 | J P MORGAN EXCHANGE TRADED F | $34M | 404,453 |
| 25 | ISHARES TR | $34M | 335,841 |
| 26 | ISHARES TR | $31M | 783,813 |
| 27 | SPDR SERIES TRUST | $29M | 379,070 |
| 28 | ISHARES TR | $29M | 334,140 |
| 29 | ALPHABET INC | $28M | 97,803 |
| 30 | J P MORGAN EXCHANGE TRADED F | $26M | 465,179 |
| 31 | ABBVIE INC | $25M | 117,199 |
| 32 | MORGAN STANLEY | $24M | 147,072 |
| 33 | INTUITIVE SURGICAL INC | $22M | 47,265 |
| 34 | AMERICAN CENTY ETF TR | $20M | 253,291 |
| 35 | GLOBAL X FDS | $20M | 1,189,090 |
| 36 | VISA INC | $20M | 66,168 |
| 37 | VANGUARD WORLD FD | $19M | 171,091 |
| 38 | INVESCO QQQ TR | $19M | 33,231 |
| 39 | VANGUARD BD INDEX FDS | $19M | 251,302 |
| 40 | STATE STR SPDR S&P 500 ETF T | $18M | 28,119 |
| 41 | J P MORGAN EXCHANGE TRADED F | $18M | 387,577 |
| 42 | IDEXX LABS INC | $18M | 31,261 |
| 43 | WELLS FARGO & CO | $18M | 220,549 |
| 44 | QUANTA SVCS INC | $17M | 31,723 |
| 45 | GE VERNOVA INC | $17M | 19,885 |
| 46 | GLOBAL X FDS | $17M | 427,853 |
| 47 | APPLIED MATLS INC | $17M | 48,850 |
| 48 | TAIWAN SEMICONDUCTOR MANUFAC | $16M | 48,800 |
| 49 | ISHARES TR | $16M | 85,757 |
| 50 | JOHNSON & JOHNSON | $16M | 66,401 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.