HUB Investment Partners, LLC
Top Portfolio Positions
736 positions ·
$2,606,829,919 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,319,280 | $404,482,432 | 15.52% | |
| AAPL |
Apple Inc.
Technology
|
1,369,307 | $347,516,423 | 13.33% | |
| MSFT |
Microsoft Corp
Technology
|
279,348 | $103,406,249 | 3.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
415,153 | $86,463,915 | 3.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
195,442 | $56,201,301 | 2.16% | |
| META |
Meta Platforms, Inc.
Communication Services
|
85,143 | $48,712,864 | 1.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
160,339 | $47,165,320 | 1.81% | |
| AVGO |
Broadcom Inc.
Technology
|
139,373 | $43,137,337 | 1.65% | |
| XOM |
Exxon Mobil Corp
Energy
|
235,595 | $39,971,047 | 1.53% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
320,972 | $39,890,400 | 1.53% |
Portfolio Trend
Holdings in PDI
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,841,634 | 107,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,606,810 | 90,729 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,007,958 | 50,907 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $870,381 | 45,882 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $862,983 | 43,585 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $894,661 | 48,782 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $874,914 | 43,163 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $811,707 | 43,153 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $858,983 | 44,530 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $799,134 | 44,520 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $843,143 | 48,793 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $571,200 | 30,464 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $446,139 | 24,758 | Shares | Sole | 2023-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||