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
22 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,379,718 | 144,370 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,929,144 | 170,371 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,558,411 | 171,134 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,072,015 | 206,606 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,009,246 | 206,842 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,100,391 | 215,793 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,929,955 | 240,871 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,696,984 | 242,253 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,395,202 | 238,766 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $14,380,083 | 239,948 | Shares | Sole | 2024-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||