1y return+16.8%S&P 500 +20.9%
3y return+53.5%S&P 500 +68.5%
5y return+47.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $161 against $200 in the S&P 500.2
HUB Investment Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $568.8M | 10.4% | +23.6% |
| AAPLApple Inc | $431.6M | 7.9% | +11.1% |
| AIAIAiai Holdings Corp | $156.8M | 2.9% | New |
| VTIVanguard Index Fds | $146.8M | 2.7% | +10.1% |
| MSFTMicrosoft Corp | $111.1M | 2.0% | +17.7% |
| AVLVAmerican Centy Etf Tr | $110.0M | 2.0% | +6.7% |
| AMZNAmazon Com Inc | $106.1M | 1.9% | +8.5% |
| GOOGLAlphabet Inc | $76.4M | 1.4% | +10.7% |
| SGOVIshares Tr | $69.7M | 1.3% | +106.3% |
| AVDEAmerican Centy Etf Tr | $65.7M | 1.2% | +8.1% |
| FBNDFidelity Merrimack Str Tr | $64.7M | 1.2% | +4.7% |
| AVGOBroadcom Inc | $58.3M | 1.1% | +13.3% |
| JPMJpmorgan Chase & Co | $54.6M | 1.0% | +5.3% |
| METAMeta Platforms Inc | $53.7M | 1.0% | +17.3% |
| BINCBlackrock Etf Trust II | $52.1M | 1.0% | +7.3% |
| VTVVanguard Index Fds | $49.2M | 0.9% | +9.0% |
| JEPIJ P Morgan Exchange Traded F | $48.7M | 0.9% | +3.2% |
| TSLATesla Inc | $47.1M | 0.9% | +9.7% |
| PYLDPimco Etf Tr | $45.1M | 0.8% | +6.5% |
| MUMicron Technology Inc | $44.8M | 0.8% | +11.2% |
| VOEVanguard Index Fds | $44.1M | 0.8% | −5.3% |
| VCRBVanguard Malvern Fds | $42.6M | 0.8% | +7.6% |
| BRK/BBerkshire Hathaway Inc Del | $42.6M | 0.8% | +5.8% |
| JGROJ P Morgan Exchange Traded F | $40.6M | 0.7% | +1.7% |
| ABBVAbbvie Inc | $40.0M | 0.7% | +35.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $58.3M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $568.8M |
| TSMTaiwan Semiconductor Manufac | September 30, 2023 | +449.6% | $29.6M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $76.4M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $37.4M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2020 | +231.7% | $34.2M |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $37.7M |
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $33.6M |
| JPMJpmorgan Chase & Co | December 31, 2020 | +157.6% | $54.6M |
| MSMorgan Stanley | March 31, 2023 | +138.1% | $32.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.8M
- PAASPan Amern Silver Corp was $1.0M
- Dupont De Nemours IncCUSIP 26614N102 was $813K
- Carnival CorpCUSIP 143658300 was $813K
- INGRIngredion Inc was $616K
- BILSpdr Series Trust was $595K
- SPABSpdr Series Trust was $564K
- LDOSLeidos Holdings Inc was $552K
- Clearway Energy IncCUSIP 18539C105 was $434K
- GWREGuidewire Software Inc was $391K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +9.3% | +10.5% |
| March 31, 2025 | −4.9% | −4.6% |
| December 31, 2024 | +2.1% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +3.7% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +6.8% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +5.9% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: HUB Investment Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1841815&type=13F-HR&dateb=&owner=include&count=40CIK 1841815
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1841815/000117266126002986/Filed July 31, 2026 · accession 0001172661-26-002986