Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| HUB Investment Partners, LLC | HUB Investment Partners, LLC opened a new position worth $156,827,004. | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | VANGUARD CAPITAL MANAGEMENT LLC opened a new position worth $8,634,730. | 2026-06-30 |
| Sixth Street Partners Management Company, L.P. | Sixth Street Partners Management Company, L.P. opened a new position worth $4,537,512. | 2026-06-30 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | CHARLES SCHWAB INVESTMENT MANAGEMENT INC opened a new position worth $4,537,512. | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | VANGUARD FIDUCIARY TRUST CO opened a new position worth $4,097,914. | 2026-06-30 |
| Corient Private Wealth LP | Corient Private Wealth LP opened a new position worth $2,265,467. | 2026-06-30 |
| Cresset Asset Management, LLC | Cresset Asset Management, LLC opened a new position worth $2,387,971. | 2026-06-30 |
| NORTHERN TRUST CORP | NORTHERN TRUST CORP opened a new position worth $1,703,433. | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| HUB Investment Partners, LLC | $156,827,004 | 11,274,407 |
| VANGUARD CAPITAL MANAGEMENT LLC | $8,634,730 | 620,757 |
| Sixth Street Partners Management Company, L.P. | $4,537,512 | 326,205 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4,537,512 | 326,205 |
| VANGUARD FIDUCIARY TRUST CO | $4,097,914 | 294,602 |
| Cresset Asset Management, LLC | $2,387,971 | 171,673 |
| Corient Private Wealth LP | $2,265,467 | 162,866 |
| NORTHERN TRUST CORP | $1,703,433 | 122,461 |
| UBS Group AG | $1,507,315 | 108,362 |
| Vanguard Global Advisers, LLC | $299,357 | 21,521 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
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 … Read more