HUB Investment Partners, LLC’s portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Like other superinvestor portfolio updates followed on this site, this profile compiles what the fund reports each quarter to the SEC on its U.S. equity and fund holdings, giving a running picture of how the firm’s positioning shifts over time. Each new filing is added below so you can see the sequence of changes rather than just a single snapshot.
Quarter Ending 2026-06-30: Notable Moves
During the quarter ending 2026-06-30, HUB Investment Partners, LLC opened a new position in AIAI HOLDINGS CORP (AIAI) worth $156,827,004. The fund also added to several existing holdings, including VANGUARD INDEX FDS, which grew across two separate lots by 27% (from $115,583,172 to $146,784,072) and by 143% (from $15,232,609 to $37,070,519). Other additions included ISHARES TR (up 106% to $69,735,878), ADVANCED MICRO DEVICES INC (AMD) (up 192% to $33,649,793), APPLIED MATLS INC (up 126% to $37,709,646), AMAZON COM INC (AMZN) (up 24% to $106,069,229), INVESCO QQQ TR (up 102% to $38,805,946), AMERICAN CENTY ETF TR (up 21% to $109,973,275), MICROSOFT CORP (MSFT) (up 19% to $111,075,107), and BROADCOM INC (AVGO) (up 38% to $58,255,259).
On the other side of the ledger, HUB Investment Partners, LLC trimmed a number of large positions during the same period. TESLA INC (TSLA) was reduced by 92% to $3,028,320, while NVIDIA CORPORATION (NVDA) fell by 99% to $5,082,286. APPLE INC (AAPL) was cut by 100% to $1,475,736, and other reductions included ABBVIE INC (ABBV) down 99% to $150,984, ALPHABET INC (GOOGL) down 98% to $857,688, INTUITIVE SURGICAL INC (ISRG) down 98% to $397,680, BERKSHIRE HATHAWAY INC DEL (BRK-B) down 88% to $4,453,471, GE VERNOVA INC (GEV) down 98% to $352,458, and MASTERCARD INCORPORATED (MA) down 99% to $102,720.
Reading the Filings
Form 13F filings disclose long U.S. equity positions held at the close of a quarter, not the specific days trades occurred, so all figures above reflect the reported change during the quarter ending 2026-06-30 rather than a precise transaction date. Percentage changes are based on the reported market value of each position at the start and end of the period. This profile is intended as informational reporting on disclosed institutional activity and is not investment advice, and nothing here should be read as a recommendation to buy or sell any security. Check back as new 13F filings are released each quarter for the latest additions to HUB Investment Partners, LLC’s tracked portfolio history.
Related ticker coverage
- AIAI — all coverage →
- AMD — all coverage →
- AMZN — all coverage →
- TSLA — all coverage →
- NVDA — all coverage →
- ABBV — all coverage →
- GOOGL — all coverage →
- AAPL — all coverage →
- ISRG — all coverage →
- BRK-B — all coverage →
- MSFT — all coverage →
- GEV — all coverage →
- AVGO — all coverage →
- MA — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.