HUB Investment Partners, LLC

Q2 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
1,385
Total value ($000)
$5,565,556
Net value change ($000)
+1,384,179 (33.1%)
New positions
260
Sold out positions
43
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 167,720 41.8%
AIAI HOLDINGS CORP 156,827 NEW
AAPL 90,760 26.6%
SGOV 35,930 106.3%
MU 33,040 280.0%
VTI 31,201 27.0%
AMD 22,141 192.4%
VOO 21,838 143.4%
AMAT 21,014 125.9%
GOOGL 20,869 37.6%
Top Reduces (Value $000, Stocks/ETFs)
WMT -11,342 -28.4%
SPMO -9,162 -96.9%
NEE -8,112 -52.7%
WFC -6,735 -38.4%
XOM -5,773 -14.4%
ISRG -3,337 -15.3%
TMUS -2,981 -42.0%
TRFK -2,953 -85.5%
HON -2,799 -100.0%
CGUS -2,364 -6.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 120,057 (2.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type