HUB Investment Partners, LLC holds a diversified book of 1223 stocks worth $5.4B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Aiai Holdings Corp-CL A and trimmed Vanguard Mid-Cap Value ETF. Their largest long position is Nvidia Corp at 10% of the equity book. They also disclosed $11.7M in put options (a bearish bet) and $108.4M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2021 would be +72% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +82.1%, a 10.4-point gap that is the cost of the ~31-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning HUB Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
64% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as HUB Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $611.9B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $423.5B |
| ROYAL BANK OF CANADA | 79 / 80 | $177.8B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $170.5B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $106.0B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $102.7B |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 / 80 | $97.8B |
| LPL Financial LLC | 79 / 80 | $96.1B |
Ranked by how many of HUB Investment Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $568.8M | 2.84M | 10.4% | ▲+24% Added · +543K sh | |
| 2 | Apple Inc COM | $431.6M | 1.49M | 7.9% | ▲+11% Added · +149K sh | |
| 3 | Aiai Holdings Corp COM CL A | $156.8M | 11.27M | 2.9% | ▲New New position | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $146.8M | 396.7K | 2.7% | ▲+10% Added · +36K sh | |
| 5 | Microsoft Corp COM | $111.1M | 297.8K | 2.0% | ▲+18% Added · +45K sh | |
| 6 | American Centy ETF TR US LARGE CAP VLU | $110.0M | 1.21M | 2.0% | ▲+6.7% Added · +75K sh | |
| 7 | Amazon Com Inc COM | $106.1M | 445.0K | 1.9% | ▲+8.5% Added · +35K sh | |
| 8 | Alphabet Inc CAP STK CL A | $76.4M | 213.9K | 1.4% | ▲+11% Added · +21K sh | |
| 9 | Ishares TR 0-3 MTH TREASURY | $69.7M | 692.7K | 1.3% | ▲+106% Added · +357K sh | |
| 10 | American Centy ETF TR INTL EQT ETF | $65.7M | 736.7K | 1.2% | ▲+8.1% Added · +55K sh | |
| 11 | Fidelity Merrimack STR TR TOTAL BD ETF | $64.7M | 1.42M | 1.2% | ▲+4.7% Added · +64K sh | |
| 12 | Broadcom Inc COM | $58.3M | 154.2K | 1.1% | ▲+13% Added · +18K sh | |
| 13 | JPMorgan Chase & Co COM | $54.6M | 166.8K | 1.0% | ▲+5.3% Added · +8K sh | |
| 14 | Meta Platforms Inc CL A | $53.7M | 95.4K | 1.0% | ▲+17% Added · +14K sh | |
| 15 | BlackRock ETF Trust II ISHA FLEX IN ETF | $52.1M | 996.2K | 1.0% | ▲+7.3% Added · +68K sh | |
| 16 | Vanguard Index FDS VALUE ETF | $49.2M | 225.7K | 0.9% | ▲+8.9% Added · +19K sh | |
| 17 | J P Morgan Exchange Traded F EQUITY PREMIUM | $48.7M | 862.9K | 0.9% | ▲+3.2% Added · +27K sh | |
| 18 | Tesla Inc COM | $47.1M | 112.1K | 0.9% | ▲+9.7% Added · +10K sh | |
| 19 | Pimco ETF TR MULTISECTOR BD | $45.1M | 1.70M | 0.8% | ▲+6.5% Added · +104K sh | |
| 20 | Micron Technology Inc COM | $44.8M | 38.8K | 0.8% | ▲+11% Added · +4K sh | |
| 21 | Vanguard Index FDS MCAP VL IDXVIP | $44.1M | 223.3K | 0.8% | ▼−5.3% Reduced · −13K sh | |
| 22 | Vanguard Malvern FDS CORE BD ETF | $42.6M | 552.1K | 0.8% | ▲+7.6% Added · +39K sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $42.6M | 85.1K | 0.8% | ▲+5.8% Added · +5K sh | |
| 24 | J P Morgan Exchange Traded F ACTIVE GROWTH | $40.6M | 411.4K | 0.7% | ▲+1.7% Added · +7K sh | |
| 25 | Abbvie Inc COM | $40.0M | 158.8K | 0.7% | ▲+36% Added · +42K sh | |
| 26 | Invesco QQQ TR UNIT SER 1 | $38.8M | 52.7K | 0.7% | ▲+59% Added · +19K sh | |
| 27 | Applied Matls Inc COM | $37.7M | 52.2K | 0.7% | ▲+6.8% Added · +3K sh | |
| 28 | Alphabet Inc CAP STK CL C | $37.4M | 105.8K | 0.7% | ▲+8.2% Added · +8K sh | |
| 29 | Capital Group Core Equity Et SHS CREAT UNIT | $37.2M | 835.9K | 0.7% | ▼−19% Reduced · −193K sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $37.1M | 54.0K | 0.7% | ▲+112% Added · +28K sh | |
| 31 | Ishares TR MSCI INTL VLU FT | $35.2M | 840.5K | 0.6% | ▲+7.2% Added · +57K sh | |
| 32 | Exxon Mobil Corp COM | $34.2M | 250.0K | 0.6% | ▲+6.2% Added · +15K sh | |
| 33 | Advanced Micro Devices Inc COM | $33.6M | 57.9K | 0.6% | ▲+2.4% Added · +1K sh | |
| 34 | Ishares TR CORE MSCI TOTAL | $33.2M | 348.1K | 0.6% | ▲+4.2% Added · +14K sh | |
| 35 | SPDR Series Trust ST STR P500ETF | $33.0M | 375.0K | 0.6% | ▼−1.1% Reduced · −4K sh | |
| 36 | Morgan Stanley COM NEW | $32.0M | 153.3K | 0.6% | ▲+4.2% Added · +6K sh | |
| 37 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $29.8M | 484.1K | 0.5% | ▲+4.1% Added · +19K sh | |
| 38 | Taiwan Semiconductor Manufac SPONSORED ADS | $29.6M | 62.0K | 0.5% | ▲+27% Added · +13K sh | |
| 39 | State STR SPDR S&P 500 ETF T TR UNIT | $29.3M | 39.3K | 0.5% | ▲+40% Added · +11K sh | |
| 40 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $28.9M | 833.7K | 0.5% | ▲+72% Added · +350K sh | |
| 41 | Walmart Inc COM | $28.5M | 252.1K | 0.5% | ▼−21% Reduced · −69K sh | |
| 42 | Ge Vernova Inc COM | $26.5M | 22.6K | 0.5% | ▲+14% Added · +3K sh | |
| 43 | American Centy ETF TR AVANTIS EMGMKT | $25.4M | 262.9K | 0.5% | ▲+3.8% Added · +10K sh | |
| 44 | Visa Inc COM CL A | $25.4M | 73.9K | 0.5% | ▲+12% Added · +8K sh | |
| 45 | Quanta Svcs Inc COM | $24.0M | 33.3K | 0.4% | ▲+5.0% Added · +2K sh | |
| 46 | Dell Technologies Inc CL C | $23.7M | 55.0K | 0.4% | ▲+3.3% Added · +2K sh | |
| 47 | Vanguard World FD ESG US STK ETF | $22.7M | 171.3K | 0.4% | ▲+0.1% Added · +231 sh | |
| 48 | Global X FDS NASDAQ 100 COVER | $22.6M | 1.22M | 0.4% | ▲+3.0% Added · +35K sh | |
| 49 | Kla Corp COM NEW | $22.1M | 73.2K | 0.4% | ▲10× Added · +66K sh | |
| 50 | Apollo Global Mgmt Inc COM | $21.6M | 182.9K | 0.4% | ▲+88% Added · +86K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1841815/holdings"
Use Arkolith to show HUB Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | MICROSOFT CORPMSFT | $9.9M | 27K |
| CALL · bullish | ADVANCED MICRO DEVICESAMD | $8.9M | 15K |
| CALL · bullish | SS SPDR S&P 500 ETF TRUST-USSPY | $7.2M | 10K |
| PUT · bearish | APPLE INCAAPL | $6.4M | 22K |
| CALL · bullish | NVIDIA CORPNVDA | $5.1M | 25K |
| CALL · bullish | BERKSHIRE HATHAWAY INC-CL BBRK/B | $4.5M | 9K |
| CALL · bullish | MICRON TECHNOLOGY INCMU | $4.3M | 4K |
| CALL · bullish | NEBIUS GROUP NVNBIS | $3.6M | 13K |
| CALL · bullish | DELL TECHNOLOGIES -CDELL | $3.2M | 7K |
| CALL · bullish | TESLA INCTSLA | $3.0M | 7K |
| PUT · bearish | PALANTIR TECHNOLOGIES INC-APLTR | $2.9M | 25K |
| CALL · bullish | ASML HOLDING NV-NY REG SHSASML | $2.8M | 1K |
| CALL · bullish | BROADCOM INCAVGO | $2.3M | 6K |
| CALL · bullish | META PLATFORMS INC-CLASS AMETA | $2.1M | 4K |
| CALL · bullish | ELI LILLY & COLLY | $2.0M | 2K |
| CALL · bullish | MERCADOLIBRE INCMELI | $1.9M | 1K |
| CALL · bullish | TAIWAN SEMICONDUCTOR-SP ADRTSM | $1.9M | 4K |
| CALL · bullish | CELESTICA INCCLS | $1.6M | 5K |
| CALL · bullish | APPLE INCAAPL | $1.5M | 5K |
| CALL · bullish | COHERENT CORPCOHR | $1.5M | 4K |
| CALL · bullish | COSTCO WHOLESALE CORPCOST | $1.4M | 2K |
| CALL · bullish | CIENA CORPCIEN | $1.4M | 3K |
| CALL · bullish | BOEING CO/THEBA | $1.3M | 6K |
| CALL · bullish | PALANTIR TECHNOLOGIES INC-APLTR | $1.3M | 11K |
| CALL · bullish | INTL BUSINESS MACHINES CORPIBM | $1.3M | 5K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 162 option legs.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 1,385 | $5.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 1,150 | $4.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 957 | $3.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 816 | $3.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 729 | $3.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 628 | $2.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 600 | $2.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 551 | $2.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 501 | $2.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 482 | $1.8B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 413 | $1.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 268 | $662.6M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 257 | $602.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 24, 2023 | 224 | $483.6M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 134 | $458.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 181 | $331.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 167 | $320.4M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 178 | $425.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 207 | $430.4M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 217 | $420.2M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 206 | $374.4M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 224 | $339.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 163 | $219.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.