HUB Investment Partners, LLC

$4.2B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1841815 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $4.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 1,150
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 280
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 87

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$26.7M	+6,008	$428M	$401M	2,293,672	2,299,680
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$8.4M	+58,446	$349M	$341M	1,284,361	1,342,807
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	ADD	+$8.7M	+41,444	$107M	$116M	318,841	360,285
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$3.7M	+51,672	$97.4M	$93.7M	201,376	253,048
position key `sid:sec:prov:109b3667bed2ce7c3e9396f31cc3bc7e` · issuer key `cusip6:025072` US LARGE CAP VLU	ADD	+$9.1M	+48,481	$82.0M	$91.1M	1,081,856	1,130,337
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$4.7M	+19,564	$90.2M	$85.4M	390,689	410,253
position key `sid:sec:prov:5682d6057b30813559773b9f85162b0a` · issuer key `cusip6:316188` TOTAL BD ETF	ADD	+$5.0M	+122,002	$56.9M	$62.0M	1,236,027	1,358,029
position key `sid:sec:prov:b230dc463ba740efd17545a3a0ec73b6` · issuer key `cusip6:025072` INTL EQT ETF	ADD	+$5.0M	+39,625	$52.8M	$57.8M	641,708	681,333
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$2.3M	+23,025	$53.3M	$55.6M	170,217	193,242
position key `pos:11638` · issuer key `iss:280` ISHARES FLEXIBLE	ADD	+$4.7M	+103,843	$43.5M	$48.2M	824,295	928,138
position key `pos:17400` · issuer key `cusip6:46641Q` EQUITY PREMIUM	ADD	+$5.9M	+111,039	$41.5M	$47.4M	725,240	836,279
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$3.8M	+1,989	$50.4M	$46.6M	156,450	158,439
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$290K	+10,400	$46.8M	$46.5M	70,943	81,343
position key `sid:sec:prov:37e4995e6b67d5e138767a663c26b870` · issuer key `cusip6:922908` MCAP VL IDXVIP	ADD	+$28.8M	+153,115	$14.7M	$43.5M	82,812	235,927
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$697K	+12,371	$42.8M	$42.1M	123,702	136,073
position key `sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5` · issuer key `cusip6:72201R` MULTISECTOR BD	ADD	+$3.4M	+157,409	$38.4M	$41.8M	1,439,620	1,597,029
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	TRIM	−$1.2M	−12,168	$41.9M	$40.6M	219,290	207,122
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$16.8M	+43,195	$23.1M	$40.0M	192,300	235,495
position key `pos:13490` · issuer key `iss:1939` COM	TRIM	+$4.1M	−111	$35.8M	$39.9M	321,083	320,972
position key `sid:sec:prov:cd00bbf7501bf664eae5ffb7d6564412` · issuer key `cusip6:922020` CORE BD ETF	ADD	+$5.4M	+73,080	$34.3M	$39.7M	440,130	513,210
position key `sid:sec:prov:306e123d9030b6bc2a09c46e657c00d4` · issuer key `cusip6:14020V` SHS CREATION UNI	TRIM	−$6.3M	−110,951	$45.9M	$39.5M	1,140,188	1,029,237
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	+$12.4M	+28,484	$26.1M	$38.5M	51,934	80,418
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$6.4M	+3,552	$44.4M	$38.0M	98,627	102,179
position key `sid:sec:prov:dbf02d85aff4f8b89df1605af386cb46` · issuer key `cusip6:46654Q` ACTIVE GROWTH	ADD	+$3.9M	+78,004	$30.3M	$34.2M	326,449	404,453
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	ADD	+$12.5M	+123,574	$21.3M	$33.8M	212,267	335,841
position key `sid:sec:prov:eae8f1b8ce41f2d97b35ae8f78ec74d1` · issuer key `cusip6:46435G` MSCI INTL VLU FT	ADD	+$2.8M	+40,457	$28.3M	$31.1M	743,356	783,813
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	ADD	+$473K	+23,284	$28.5M	$29.0M	355,786	379,070
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	ADD	+$3.5M	+33,748	$25.4M	$28.9M	300,392	334,140
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$908K	+5,504	$29.0M	$28.1M	92,299	97,803
position key `pos:13489` · issuer key `cusip6:46654Q` NASDAQ EQT PREM	ADD	+$4.9M	+105,933	$20.9M	$25.8M	359,246	465,179
position key `pos:15499` · issuer key `iss:23` COM	ADD	+$657K	+8,515	$24.8M	$25.5M	108,684	117,199
position key `pos:11621` · issuer key `iss:1253` COM NEW	TRIM	−$4.9M	−16,603	$29.1M	$24.2M	163,675	147,072
position key `pos:16805` · issuer key `iss:997` COM NEW	TRIM	−$8.3M	−5,824	$30.1M	$21.8M	53,089	47,265
position key `sid:sec:prov:e67b261774c0e9784350215e4188de1c` · issuer key `cusip6:025072` AVANTIS EMGMKT	ADD	+$1.8M	+11,525	$18.6M	$20.4M	241,766	253,291
position key `sid:sec:prov:7f7ffcbb56a96285385a0592b8ebf5a3` · issuer key `cusip6:37954Y` NASDAQ 100 COVER	ADD	+$966K	+89,683	$19.4M	$20.4M	1,099,407	1,189,090
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	+$1.5M	+13,440	$18.5M	$20.0M	52,728	66,168
position key `sid:sec:prov:f9edbe55caee8e3cb6eac2a550581ab6` · issuer key `cusip6:921910` ESG US STK ETF	ADD	−$1.5M	+281	$20.7M	$19.2M	170,810	171,091
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	+$696K	+3,141	$18.5M	$19.2M	30,090	33,231
position key `pos:17965` · issuer key `cusip6:921937` TOTAL BND MRKT	ADD	+$17.7M	+240,350	$811K	$18.5M	10,952	251,302
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	+$1.7M	+3,853	$16.5M	$18.3M	24,266	28,119
position key `sid:sec:prov:39ee92c086a4100560ef55ca0374666d` · issuer key `cusip6:46641Q` CORE PLUS BD ETF	ADD	+$1.1M	+26,239	$17.1M	$18.2M	361,338	387,577
position key `pos:16368` · issuer key `iss:953` COM	TRIM	−$5.9M	−3,369	$23.4M	$17.6M	34,630	31,261
position key `pos:11688` · issuer key `iss:1955` COM	ADD	−$2.2M	+8,972	$19.7M	$17.6M	211,577	220,549
position key `pos:13325` · issuer key `iss:1511` COM	ADD	+$4.7M	+1,602	$12.7M	$17.4M	30,121	31,723
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$6.2M	+2,808	$11.2M	$17.4M	17,077	19,885
position key `pos:13020` · issuer key `cusip6:37954Y` S&P 500 COVERED	ADD	+$170K	+19,974	$16.6M	$16.7M	407,879	427,853
position key `pos:14157` · issuer key `iss:149` COM	TRIM	+$3.9M	−937	$12.8M	$16.7M	49,787	48,850
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$3.9M	+7,481	$12.6M	$16.5M	41,319	48,800
position key `sid:sec:prov:fc322b756e10c5adfb425878e834e2d4` · issuer key `cusip6:46432F` MSCI USA QLT FCT	ADD	+$604K	+5,982	$15.8M	$16.4M	79,775	85,757
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$2.3M	−876	$13.9M	$16.2M	67,277	66,401
position key `pos:10984` · issuer key `cusip6:921937` SHORT TRM BOND	NEW	+$15.8M	+201,104	$0	$15.8M	—	201,104
position key `pos:10718` · issuer key `iss:1311` COM	ADD	+$3.1M	+12,419	$12.3M	$15.4M	153,459	165,878
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	ADD	+$2.0M	+4,369	$13.2M	$15.2M	21,123	25,492
position key `pos:11609` · issuer key `iss:1447` COM	TRIM	+$3.3M	−8,422	$11.8M	$15.1M	91,224	82,802
position key `pos:18016` · issuer key `iss:1012` RUS MD CP GR ETF	ADD	+$362K	+10,173	$14.6M	$15.0M	106,707	116,880
position key `pos:14206` · issuer key `iss:1193` CL A	TRIM	−$4.0M	−3,212	$18.8M	$14.9M	32,992	29,780
position key `sid:sec:prov:58efed45bb6267776f77c3a3479342e3` · issuer key `cusip6:14019W` SHS CREATION UNI	ADD	+$5.8M	+196,992	$8.5M	$14.3M	286,780	483,772
position key `pos:17695` · issuer key `iss:2037` ORD	NEW	+$14.2M	+72,008	$0	$14.2M	—	72,008
position key `pos:13079` · issuer key `iss:1364` COM	TRIM	+$1.6M	−13,969	$12.5M	$14.1M	169,547	155,578
position key `sid:sec:prov:440a73e66c1320fa4df65d01b258756b` · issuer key `cusip6:37954Y` RUSSELL 2000	ADD	+$745K	+69,327	$12.7M	$13.5M	831,825	901,152
position key `pos:15878` · issuer key `iss:1602` STATE STREET SPD	NEW	+$13.5M	+79,433	$0	$13.5M	—	79,433
position key `pos:14419` · issuer key `iss:549` COM	ADD	+$625K	+8,736	$12.1M	$12.8M	84,309	93,045
position key `pos:12684` · issuer key `iss:650` COM	ADD	+$2.4M	+20,040	$10.3M	$12.7M	215,137	235,177
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$939K	+1,115	$13.6M	$12.7M	12,682	13,797
position key `pos:13234` · issuer key `iss:230` COM	TRIM	−$2.2M	−11,056	$14.9M	$12.7M	271,228	260,172
position key `pos:14055` · issuer key `cusip6:922908` MID CAP ETF	TRIM	−$1.4M	−4,470	$14.1M	$12.7M	48,595	44,125
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$2.1M	+601	$10.0M	$12.1M	11,543	12,144
position key `pos:15221` · issuer key `iss:1228` COM	ADD	+$5.9M	+14,309	$5.9M	$11.8M	20,623	34,932
position key `pos:14060` · issuer key `iss:47` COM	ADD	−$78.3K	+2,469	$11.6M	$11.5M	54,104	56,573
position key `pos:16004` · issuer key `iss:1161` COM	TRIM	−$2.3M	−2,696	$13.7M	$11.4M	23,908	21,212
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	ADD	+$9.9M	+153,822	$1.5M	$11.4M	23,861	177,683
position key `pos:10501` · issuer key `iss:779` CL B	ADD	+$10.1M	+169,755	$844K	$11.0M	16,611	186,366
position key `pos:16195` · issuer key `iss:1493` COM	ADD	+$1.8M	+11,134	$9.1M	$10.9M	71,430	82,564
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$7.1M	+15,760	$3.8M	$10.9M	9,527	25,287
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$4.1M	+8,476	$6.7M	$10.8M	43,889	52,365
position key `pos:10606` · issuer key `iss:141` COM	TRIM	−$5.8M	−17,459	$16.6M	$10.8M	114,620	97,161
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$664K	+1,587	$10.1M	$10.8M	33,162	34,749
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$483K	+5,264	$10.3M	$10.8M	133,543	138,807
position key `sid:sec:prov:f412c1abde5f87376cc081d4787ad805` · issuer key `cusip6:46138J` INVSCO 28 HYCORP	ADD	+$228K	+17,429	$10.5M	$10.7M	475,701	493,130
position key `pos:10600` · issuer key `iss:821` COM	ADD	+$2.8M	+12,601	$7.8M	$10.7M	63,949	76,550
position key `pos:15560` · issuer key `iss:1973` COM	ADD	+$2.7M	+13,940	$7.9M	$10.6M	131,366	145,306
position key `pos:18187` · issuer key `iss:1040` COM NEW	TRIM	+$112K	−1,416	$10.4M	$10.5M	8,537	7,121
position key `pos:13340` · issuer key `iss:666` COM	TRIM	+$871K	−22,750	$9.6M	$10.5M	299,701	276,951
position key `pos:13619` · issuer key `iss:2145` SHS	ADD	+$2.7M	+15,061	$7.7M	$10.4M	64,157	79,218
position key `pos:11275` · issuer key `iss:286` ISHARES US EQUIT	ADD	+$10.0M	+171,556	$350K	$10.3M	5,754	177,310
position key `sid:sec:prov:be75af0056554524224123e99ef018fb` · issuer key `cusip6:025072` US EQT ETF	NEW	+$10.3M	+92,573	$0	$10.3M	—	92,573
position key `pos:10854` · issuer key `iss:300` COM PUT	NEW	+$10.1M	+2,400	$0	$10.1M	—	2,400
position key `sid:sec:prov:8ffd8920e6e0488aef7958c82490aaf2` · issuer key `cusip6:69374H` US CASH COWS 100	ADD	+$9.8M	+155,811	$311K	$10.1M	5,173	160,984
position key `pos:11182` · issuer key `iss:347` COM	ADD	+$2.1M	+4,257	$7.8M	$9.9M	30,962	35,219
position key `pos:12445` · issuer key `iss:1405` CL A	ADD	+$3.1M	+29,568	$6.7M	$9.9M	37,968	67,536
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$2.1M	+19,302	$7.8M	$9.8M	83,104	102,406
position key `pos:11825` · issuer key `iss:1225` COM CALL	ADD	+$9.1M	+25,000	$629K	$9.7M	1,300	26,300
position key `pos:13774` · issuer key `iss:134` COM	NEW	+$9.7M	+228,396	$0	$9.7M	—	228,396
position key `pos:11461` · issuer key `iss:102` COM	ADD	+$2.0M	+7,552	$7.6M	$9.6M	65,647	73,199
position key `sid:sec:prov:888cccadb4686ceec8afad0b1a360d05` · issuer key `cusip6:46138E` S&P 500 MOMNTM	NEW	+$9.5M	+84,334	$0	$9.5M	—	84,334
position key `pos:17694` · issuer key `iss:1732` COM UT REP LP	TRIM	+$451K	−26,001	$8.9M	$9.4M	170,371	144,370
position key `sid:sec:prov:3965d84952050dba373df10abf904db0` · issuer key `cusip6:33738R` BUYWRIT INCM ETF	NEW	+$9.3M	+405,975	$0	$9.3M	—	405,975
position key `pos:14782` · issuer key `iss:1406` COM	ADD	−$1.0M	+1,754	$10.2M	$9.2M	55,516	57,270
position key `pos:16193` · issuer key `iss:1909` COM CL A	ADD	+$3.8M	+3,506	$5.3M	$9.1M	32,981	36,487
position key `pos:12725` · issuer key `iss:1615` COM	TRIM	−$5.6M	−6,685	$14.6M	$9.0M	55,037	48,352

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 54

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:13215` · issuer key `iss:144` COM PUT	NO CHANGE	−$383K	$5.8M	$5.4M	21,200	21,200
position key `pos:10529` · issuer key `iss:280` ISHARES HIGH YIE	NO CHANGE	−$62.2K	$4.3M	$4.3M	88,895	88,895
position key `pos:10534` · issuer key `iss:1213` COM CALL	NO CHANGE	−$314K	$2.2M	$1.9M	1,100	1,100
position key `pos:12030` · issuer key `iss:525` COM CALL	NO CHANGE	+$241K	$1.6M	$1.8M	1,800	1,800
position key `sid:sec:prov:599b4902e0ef3c89bb90ee03eb1fde93` · issuer key `cusip6:92206C` VNG RUS1000VAL	NO CHANGE	+$21.2K	$1.4M	$1.4M	14,703	14,703
position key `sid:sec:prov:667e6ae4230767d97e78115617e0fc1a` · issuer key `cusip6:33739P` LNG/SHT EQUITY	NO CHANGE	−$8.0K	$900K	$892K	12,682	12,682
position key `sid:sec:prov:468fcc641b14283cd868b1b7741c175c` · issuer key `cusip6:09249E` SHS BEN INT	NO CHANGE	−$36.2K	$806K	$770K	84,075	84,075
position key `sid:sec:prov:e0a44dd7f669ad706eb3c6f3b06cc715` · issuer key `cusip6:670699` COM SHS	NO CHANGE	−$52.1K	$803K	$751K	28,153	28,153
position key `sid:sec:prov:c77f6d5a13fff35cc98e48de4bb9e9c1` · issuer key `cusip6:19842X` COM	NO CHANGE	+$21.7K	$699K	$721K	19,000	19,000
position key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `cusip6:922908` MCAP GR IDXVIP	NO CHANGE	−$40.2K	$516K	$475K	1,847	1,847
position key `pos:13188` · issuer key `iss:79` COM	NO CHANGE	+$5.3K	$459K	$464K	6,198	6,198
position key `pos:14902` · issuer key `iss:1016` MSCI SINGPOR ETF	NO CHANGE	+$10.7K	$413K	$423K	15,000	15,000
position key `pos:10357` · issuer key `iss:1786` COM PUT	NO CHANGE	−$78.0K	$450K	$372K	1,000	1,000
position key `sid:sec:prov:b1fe67c6b74f3cfb0038ac4ebf3c1558` · issuer key `cusip6:26922A` DISTILLATE US	NO CHANGE	−$6.4K	$369K	$363K	6,272	6,272
position key `sid:sec:prov:fe863a92c085dbd45400c9c6e3316425` · issuer key `cusip6:25434V` WORLD EX US CORE	NO CHANGE	+$12.4K	$327K	$339K	9,988	9,988
position key `sid:sec:prov:3e9b7e2d5c950456097dc194ac6a83d1` · issuer key `cusip6:66538H` INSPIRE INTL ETF	NO CHANGE	+$8.2K	$328K	$337K	9,000	9,000
position key `pos:13619` · issuer key `iss:2145` SHS CALL	NO CHANGE	+$28.0K	$299K	$327K	2,500	2,500
position key `sid:sec:prov:022b6f6e9b6589eae61ef0e7f47b8f6a` · issuer key `cusip6:92206C` VNG RUS1000GRW	NO CHANGE	−$34.4K	$347K	$313K	2,853	2,853
position key `sid:sec:prov:3e8440a4e05faf828ae027dc10359b61` · issuer key `cusip6:92206C` MTG-BKD SECS ETF	NO CHANGE	−$840	$304K	$303K	6,460	6,460
position key `pos:15327` · issuer key `iss:1780` COM CALL	NO CHANGE	+$103K	$194K	$296K	1,000	1,000
position key `sid:sec:prov:6a1cf91f0e6ff5ea6f9a90ee5a21beb2` · issuer key `cusip6:316092` INT HG DIV ETF	NO CHANGE	+$18.1K	$277K	$295K	10,681	10,681
position key `pos:15047` · issuer key `iss:135` COM CALL	NO CHANGE	−$57.9K	$351K	$293K	1,000	1,000
position key `sid:sec:prov:51db95d357e3e672413b809d966c503d` · issuer key `cusip6:19247X` COM	NO CHANGE	−$1.4K	$278K	$277K	14,000	14,000
position key `pos:15359` · issuer key `iss:146` COM NEW	NO CHANGE	−$8.2K	$284K	$276K	24,000	24,000
position key `sid:sec:prov:efea3d116fdccb248004463f685dcbe2` · issuer key `cusip6:09250W` COM	NO CHANGE	−$18.3K	$288K	$270K	7,000	7,000
position key `pos:12053` · issuer key `iss:1143` COM CALL	NO CHANGE	−$87.5K	$332K	$245K	1,600	1,600
position key `pos:17585` · issuer key `cusip6:09661T` US LRG CP CORE	NO CHANGE	−$11.7K	$255K	$243K	1,949	1,949
position key `pos:14927` · issuer key `iss:854` COM SHS	NO CHANGE	+$501	$236K	$236K	5,014	5,014
position key `sid:sec:prov:688b5ee5e157c93991dc1de13e74159c` · issuer key `cusip6:78468R` STATE STREET SPD	NO CHANGE	−$3.6K	$234K	$230K	2,404	2,404
position key `pos:11219` · issuer key `iss:1925` COM CALL	NO CHANGE	−$16.5K	$242K	$225K	1,500	1,500
position key `pos:13471` · issuer key `iss:562` COM CALL	NO CHANGE	+$39.1K	$186K	$225K	400	400
position key `pos:16802` · issuer key `iss:1027` COM CL A	NO CHANGE	−$2.0K	$227K	$225K	2,125	2,125
position key `sid:sec:prov:fbca03a425fc9cec32371323cc0869fe` · issuer key `cusip6:00110G` US MARKET NETRL	NO CHANGE	−$6.8K	$228K	$221K	15,818	15,818
position key `sid:sec:prov:3f05cb4462811fc6df2273368dce2b90` · issuer key `cusip6:063679` CAL LKD 45	NO CHANGE	−$130K	$341K	$211K	13,500	13,500
position key `sid:sec:prov:2408f533b6745e59e896abb8a6619f39` · issuer key `cusip6:95766N` COM	NO CHANGE	+$1.8K	$206K	$208K	30,000	30,000
position key `sid:sec:prov:2b075967dc9665a76f12eeae096a5152` · issuer key `cusip6:38747R` GRANITE 2X LONG	NO CHANGE	−$56.8K	$264K	$208K	17,000	17,000
position key `sid:sec:prov:b872a70aaf7b78a56eb1560ab2b01d92` · issuer key `cusip6:47804J` MULTIFACTOR MI	NO CHANGE	+$5.0K	$201K	$206K	3,072	3,072
position key `sid:sec:prov:8c13ad54915c2dff5c6a4ec00f4c2ac4` · issuer key `cusip6:72201R` INTER MUN BD ACT	NO CHANGE	−$851	$203K	$202K	3,868	3,868
position key `pos:12637` · issuer key `iss:124` COM STK CL A	NO CHANGE	−$2.7K	$202K	$199K	16,044	16,044
position key `sid:sec:prov:4950ce19fdc1ede048cbf8579f33a629` · issuer key `cusip6:25461A` DLY GOOGL BUL 2X	NO CHANGE	−$47.1K	$242K	$195K	2,500	2,500
position key `pos:17386` · issuer key `iss:806` COM CALL	NO CHANGE	+$43.9K	$131K	$175K	200	200
position key `sid:sec:prov:717685a25ef9228a55742247da94670f` · issuer key `cusip6:B38564` SHS	NO CHANGE	+$37.5K	$121K	$158K	12,500	12,500
position key `sid:sec:prov:a30328f91dca89dab8db210237574797` · issuer key `cusip6:26923N` T REX 2X LONG CALL	NO CHANGE	−$31.9K	$171K	$139K	10,000	10,000
position key `pos:15035` · issuer key `iss:505` COM CALL	NO CHANGE	+$38.4K	$93.6K	$132K	1,000	1,000
position key `pos:15499` · issuer key `iss:23` COM CALL	NO CHANGE	−$5.5K	$114K	$109K	500	500
position key `pos:10711` · issuer key `iss:572` COM CALL	NO CHANGE	+$27.4K	$73.3K	$101K	2,000	2,000
position key `sid:sec:prov:0af10c80af385ed93ee1aed97271e459` · issuer key `cusip6:362397` COM	NO CHANGE	−$8.7K	$93.8K	$85.1K	15,203	15,203
position key `pos:13009` · issuer key `iss:1185` CLASS A COM	NO CHANGE	−$8.9K	$63.4K	$54.5K	13,350	13,350
position key `sid:sec:prov:fadbe70720be702406bcdec0c586d129` · issuer key `cusip6:74766Q` COM	NO CHANGE	−$38.8K	$86.9K	$48.1K	13,661	13,661
position key `pos:15916` · issuer key `iss:615` COM CALL	NO CHANGE	−$24.6K	$54.9K	$30.3K	2,100	2,100
position key `pos:10790` · issuer key `iss:1444` COM CALL	NO CHANGE	+$3.2K	$24.9K	$28.1K	1,000	1,000
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE CALL	NO CHANGE	+$6.6K	$17.9K	$24.5K	400	400
position key `sid:sec:prov:b7ff34d159d6908ab7ce3adc8077ea0f` · issuer key `cusip6:71425H` TR UNIT	NO CHANGE	+$744	$22.2K	$22.9K	12,397	12,397
position key `pos:16309` · issuer key `cusip6:389637` SHS REP COM UT CALL	NO CHANGE	−$3.1K	$13.7K	$10.6K	200	200

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 830 issuers · $4.2B disclosed value over 1,150 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$401M	2,299,680
NVIDIA CORPORATION · COM · CALL CUSIP — src ↗	$3.4M	19,600

$404M

2,319,280

9.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$341M	1,342,807
APPLE INC · COM · PUT CUSIP — src ↗	$5.4M	21,200
APPLE INC · COM · CALL CUSIP — src ↗	$1.3M	5,300

$348M

1,369,307

8.3%

—

VANGUARD INDEX FDS

12 positions · 12 reported rows

Rows HUB Investment Partners, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$116M	360,285
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$43.5M	235,927
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$40.6M	207,122
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$15.2M	25,492
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$12.7M	44,125
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$6.2M	28,367
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$5.2M	12,010
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$2.1M	8,041
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$1.5M	7,191
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$1.3M	4,296
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$475K	1,847
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$397K	1,329

ticker not yet mapped

$245M

936,032

5.9%

—

AMERICAN CENTY ETF TR

7 positions · 7 reported rows

Rows HUB Investment Partners, LLC reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · US LARGE CAP VLU CUSIP 025072349 src ↗	$91.1M	1,130,337
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$57.8M	681,333
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$20.4M	253,291
AMERICAN CENTY ETF TR · US EQT ETF CUSIP 025072885 src ↗	$10.3M	92,573
AMERICAN CENTY ETF TR · AVANTIS RESPONSI CUSIP 025072299 src ↗	$9.0M	122,186
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$7.9M	71,147
AMERICAN CENTY ETF TR · AVANTIS ALL EQT CUSIP 025072232 src ↗	$926K	10,520

ticker not yet mapped

$197M

2,361,387

4.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$93.7M	253,048
MICROSOFT CORP · COM · CALL CUSIP — src ↗	$9.7M	26,300

$103M

279,348

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$85.4M	410,253
AMAZON COM INC · COM · CALL CUSIP — src ↗	$1.0M	4,900

$86.5M

415,153

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

4 positions · 4 reported rows

Rows HUB Investment Partners, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$55.6M	193,242
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$28.1M	97,803
ALPHABET INC · CAP STK CL A · CALL CUSIP — src ↗	$633K	2,200
ALPHABET INC · CAP STK CL C · CALL CUSIP — src ↗	$316K	1,100

$84.6M

294,345

2.0%

—

J P MORGAN EXCHANGE TRADED F

4 positions · 4 reported rows

Rows HUB Investment Partners, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · ACTIVE GROWTH CUSIP 46654Q609 src ↗	$34.2M	404,453
J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM CUSIP — src ↗	$25.8M	465,179
J P MORGAN EXCHANGE TRADED F · GLOBAL SEL EQUIT CUSIP 46654Q740 src ↗	$8.6M	131,947
J P MORGAN EXCHANGE TRADED F · HEDGED EQUITY LA CUSIP 46654Q724 src ↗	$6.7M	105,314

ticker not yet mapped

$75.4M

1,106,893

1.8%

—

J P MORGAN EXCHANGE TRADED F

6 positions · 6 reported rows

Rows HUB Investment Partners, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$47.4M	836,279
J P MORGAN EXCHANGE TRADED F · CORE PLUS BD ETF CUSIP 46641Q670 src ↗	$18.2M	387,577
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$5.8M	113,742
J P MORGAN EXCHANGE TRADED F · US VALUE FACTR CUSIP 46641Q753 src ↗	$1.0M	20,817
J P MORGAN EXCHANGE TRADED F · ACTIVE VALUE ETF CUSIP 46641Q167 src ↗	$889K	12,392
J P MORGAN EXCHANGE TRADED F · INCOME ETF CUSIP 46641Q159 src ↗	$310K	6,734

ticker not yet mapped

$73.6M

1,377,541

1.8%

—

FIDELITY MERRIMACK STR TR · TOTAL BD ETF CUSIP 316188309
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$62.0M

1,358,029

1.5%

—

INVESCO EXCH TRD SLF IDX FD

15 positions · 15 reported rows

Rows HUB Investment Partners, LLC reported for INVESCO EXCH TRD SLF IDX FD, as it reported them
INVESCO EXCH TRD SLF IDX FD · INVSCO 28 HYCORP CUSIP 46138J452 src ↗	$10.7M	493,130
INVESCO EXCH TRD SLF IDX FD · BULSHS 2027 CB CUSIP 46138J783 src ↗	$8.2M	420,016
INVESCO EXCH TRD SLF IDX FD · INVSCO BLSH 28 CUSIP 46138J643 src ↗	$8.2M	401,001
INVESCO EXCH TRD SLF IDX FD · INVSCO 30 CORP CUSIP 46138J460 src ↗	$8.0M	478,616
INVESCO EXCH TRD SLF IDX FD · BULETSHS 2029 CUSIP 46138J577 src ↗	$7.9M	425,976
INVESCO EXCH TRD SLF IDX FD · BULETSHS 2031 CP CUSIP 46138J429 src ↗	$7.1M	433,577
INVESCO EXCH TRD SLF IDX FD · BULSHS 2026 CB CUSIP 46138J791 src ↗	$2.6M	135,106
INVESCO EXCH TRD SLF IDX FD · INVSCO BLSH 26 CUSIP 46138J635 src ↗	$1.7M	72,829
INVESCO EXCH TRD SLF IDX FD · BULETSHS 2027 CUSIP 46138J585 src ↗	$1.4M	64,797
INVESCO EXCH TRD SLF IDX FD · BULETSHS 2029 HG CUSIP 46138J395 src ↗	$1.3M	59,931
INVESCO EXCH TRD SLF IDX FD · BULSHS 2027 MUNI CUSIP 46138J494 src ↗	$535K	22,634
INVESCO EXCH TRD SLF IDX FD · BULSHS 2028 MUNI CUSIP 46138J486 src ↗	$535K	22,856
INVESCO EXCH TRD SLF IDX FD · BULSHS 2026 MUNI CUSIP 46138J510 src ↗	$373K	15,774
INVESCO EXCH TRD SLF IDX FD · BULSHS 2029 MUNI CUSIP 46138J478 src ↗	$294K	12,778
INVESCO EXCH TRD SLF IDX FD · INVSC 30 MUNI BD CUSIP 46138J445 src ↗	$228K	10,444

ticker not yet mapped

$59.2M

3,069,465

1.4%

—

ISHARES TR

27 positions · 27 reported rows

Rows HUB Investment Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$15.0M	116,880
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$5.5M	8,495
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$5.1M	51,174
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$4.6M	18,692
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$3.4M	27,422
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.9M	29,722
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$2.8M	7,765
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$2.8M	6,457
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$2.6M	17,636
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$1.4M	6,706
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$1.4M	12,975
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$1.2M	18,432
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$1.2M	20,362
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$1.1M	11,347
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$1.0M	4,888
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$897K	7,931
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$877K	9,027
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$520K	1,636
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$514K	3,395
ISHARES TR · CORE S&P US GWT CUSIP — src ↗	$410K	2,641
ISHARES TR · RUSSELL 2000 ETF · CALL CUSIP — src ↗	$322K	1,300
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$292K	1,730
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$292K	2,047
ISHARES TR · CORE S&P US VLU CUSIP — src ↗	$244K	2,384
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$213K	2,662
ISHARES TR · RUS 2000 VAL ETF CUSIP — src ↗	$208K	1,095
ISHARES TR · CORE S&P TTL STK · CALL CUSIP — src ↗	$142K	1,000

ticker not yet mapped

$56.9M

395,801

1.4%

—

GLOBAL X FDS

8 positions · 8 reported rows

Rows HUB Investment Partners, LLC reported for GLOBAL X FDS, as it reported them
GLOBAL X FDS · NASDAQ 100 COVER CUSIP 37954Y483 src ↗	$20.4M	1,189,090
GLOBAL X FDS · S&P 500 COVERED CUSIP — src ↗	$16.7M	427,853
GLOBAL X FDS · RUSSELL 2000 CUSIP 37954Y459 src ↗	$13.5M	901,152
GLOBAL X FDS · LITHIUM BTRY ETF CUSIP 37954Y855 src ↗	$2.5M	33,336
GLOBAL X FDS · RBTCS ARTFL INTE CUSIP 37954Y715 src ↗	$1.8M	53,097
GLOBAL X FDS · GLB X MLP ENRG I CUSIP 37954Y293 src ↗	$627K	8,486
GLOBAL X FDS · GLOBAL X SILVER CUSIP 37954Y848 src ↗	$470K	5,222
GLOBAL X FDS · GLOBAL X URANIUM CUSIP 37954Y871 src ↗	$346K	7,150

ticker not yet mapped

$56.3M

2,625,386

1.3%

—

BLACKROCK ETF TRUST II

4 positions · 4 reported rows

Rows HUB Investment Partners, LLC reported for BLACKROCK ETF TRUST II, as it reported them
BLACKROCK ETF TRUST II · ISHARES FLEXIBLE CUSIP — src ↗	$48.2M	928,138
BLACKROCK ETF TRUST II · ISHARES HIGH YIE CUSIP — src ↗	$4.3M	88,895
BLACKROCK ETF TRUST II · ISHARES AAA CLO CUSIP — src ↗	$3.1M	60,542
BLACKROCK ETF TRUST II · ISHARES SHORT-TE CUSIP — src ↗	$361K	7,165

ticker not yet mapped

$56.0M

1,084,740

1.3%

—

SPDR SERIES TRUST

11 positions · 11 reported rows

Rows HUB Investment Partners, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$29.0M	379,070
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$13.5M	79,433
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.3M	16,487
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.3M	13,278
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.3M	48,059
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$972K	16,409
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$564K	22,014
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$505K	3,459
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$466K	15,507
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$353K	3,733
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$202K	797

ticker not yet mapped

$49.4M

598,246

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$46.5M	81,343
META PLATFORMS INC · CL A · CALL CUSIP — src ↗	$2.2M	3,800

$48.7M

85,143

1.2%

—

ISHARES TR

4 positions · 4 reported rows

Rows HUB Investment Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$28.9M	334,140
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$16.4M	85,757
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$1.7M	18,347
ISHARES TR · MSCI USA VALUE CUSIP 46432F388 src ↗	$401K	2,821

ticker not yet mapped

$47.5M

441,065

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$46.6M	158,439
JPMORGAN CHASE & CO · COM · CALL CUSIP — src ↗	$559K	1,900

$47.2M

160,339

1.1%

BERKSHIRE HATHAWAY INC DEL

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$38.5M	80,418
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$3.6M	5
BERKSHIRE HATHAWAY INC DEL · CL B NEW · CALL CUSIP — src ↗	$1.4M	2,900

$43.5M

83,323

1.0%

—

PIMCO ETF TR

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585 src ↗	$41.8M	1,597,029
PIMCO ETF TR · ENHAN SHRT MA AC CUSIP — src ↗	$1.4M	14,091
PIMCO ETF TR · INTER MUN BD ACT CUSIP 72201R866 src ↗	$202K	3,868

ticker not yet mapped

$43.5M

1,614,988

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$42.1M	136,073
BROADCOM INC · COM · CALL CUSIP — src ↗	$1.0M	3,300

$43.1M

139,373

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · COM CUSIP — src ↗	$40.0M	235,495
EXXON MOBIL CORP · COM · CALL CUSIP — src ↗	$17.0K	100

$40.0M

235,595

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$39.9M

320,972

1.0%

—

VANGUARD MALVERN FDS · CORE BD ETF CUSIP 922020748
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$39.7M

513,210

0.9%

—

CAPITAL GROUP CORE EQUITY ET · SHS CREATION UNI CUSIP 14020V108
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$39.5M

1,029,237

0.9%

—

VANGUARD BD INDEX FDS

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$18.5M	251,302
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$15.8M	201,104
VANGUARD BD INDEX FDS · INTERMED TERM CUSIP 921937819 src ↗	$5.1M	66,598

ticker not yet mapped

$39.4M

519,004

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for TESLA INC, as it reported them
TESLA INC · COM CUSIP — src ↗	$38.0M	102,179
TESLA INC · COM · CALL CUSIP — src ↗	$744K	2,000
TESLA INC · COM · PUT CUSIP — src ↗	$372K	1,000

$39.1M

105,179

0.9%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.8M

335,841

0.8%

—

ISHARES TR · MSCI INTL VLU FT CUSIP 46435G409
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$31.1M

783,813

0.7%

—

VANGUARD WORLD FD

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · ESG US STK ETF CUSIP 921910733 src ↗	$19.2M	171,091
VANGUARD WORLD FD · MEGA GRWTH IND CUSIP 921910816 src ↗	$5.9M	16,081
VANGUARD WORLD FD · MEGA CAP VAL ETF CUSIP 921910840 src ↗	$4.6M	32,025

ticker not yet mapped

$29.8M

219,197

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for ABBVIE INC, as it reported them
ABBVIE INC · COM CUSIP — src ↗	$25.5M	117,199
ABBVIE INC · COM · CALL CUSIP — src ↗	$109K	500

$25.6M

117,699

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$24.2M

147,072

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for STATE STR SPDR S&P 500 ETF T, as it reported them
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$18.3M	28,119
STATE STR SPDR S&P 500 ETF T · TR UNIT · CALL CUSIP — src ↗	$5.3M	8,200

$23.6M

36,319

0.6%

—

ISHARES TR

11 positions · 11 reported rows

Rows HUB Investment Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$6.2M	58,867
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$5.9M	55,496
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$5.1M	64,645
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$3.0M	99,186
ISHARES TR · CALIF MUN BD ETF CUSIP — src ↗	$655K	11,514
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$389K	5,228
ISHARES TR · EAFE GRWTH ETF CUSIP — src ↗	$373K	3,347
ISHARES TR · MBS ETF CUSIP — src ↗	$339K	3,569
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$272K	6,387
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$224K	2,813
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$204K	1,719

ticker not yet mapped

$22.7M

312,771

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for INTUITIVE SURGICAL INC, as it reported them
INTUITIVE SURGICAL INC · COM NEW CUSIP — src ↗	$21.8M	47,265
INTUITIVE SURGICAL INC · COM NEW · CALL CUSIP — src ↗	$369K	800

$22.2M

48,065

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for TAIWAN SEMICONDUCTOR MANUFAC, as it reported them
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — src ↗	$16.5M	48,800
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · CALL CUSIP — src ↗	$4.8M	14,300

$21.3M

63,100

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$20.0M

66,168

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for INVESCO QQQ TR, as it reported them
INVESCO QQQ TR · UNIT SER 1 CUSIP — src ↗	$19.2M	33,231
INVESCO QQQ TR · UNIT SER 1 · PUT CUSIP — src ↗	$231K	400
INVESCO QQQ TR · UNIT SER 1 · CALL CUSIP — src ↗	$115K	200

$19.5M

33,831

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for QUANTA SVCS INC, as it reported them
QUANTA SVCS INC · COM CUSIP — src ↗	$17.4M	31,723
QUANTA SVCS INC · COM · CALL CUSIP — src ↗	$275K	500

$17.7M

32,223

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEXX LABS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$17.6M

31,261

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$17.6M

220,549

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for GE VERNOVA INC, as it reported them
GE VERNOVA INC · COM CUSIP — src ↗	$17.4M	19,885
GE VERNOVA INC · COM · CALL CUSIP — src ↗	$175K	200

$17.5M

20,085

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for APPLIED MATLS INC, as it reported them
APPLIED MATLS INC · COM CUSIP — src ↗	$16.7M	48,850
APPLIED MATLS INC · COM · CALL CUSIP — src ↗	$34.2K	100

$16.7M

48,950

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$16.2M

66,401

0.4%

—

VANGUARD INTL EQUITY INDEX F

5 positions · 5 reported rows

Rows HUB Investment Partners, LLC reported for VANGUARD INTL EQUITY INDEX F, as it reported them
VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858 src ↗	$8.0M	148,122
VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US CUSIP — src ↗	$5.1M	68,483
VANGUARD INTL EQUITY INDEX F · FTSE SMCAP ETF CUSIP 922042718 src ↗	$2.1M	14,186
VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP — src ↗	$671K	4,849
VANGUARD INTL EQUITY INDEX F · FTSE EUROPE ETF CUSIP 922042874 src ↗	$294K	3,565

ticker not yet mapped

$16.2M

239,205

0.4%

—

PACER FDS TR

5 positions · 5 reported rows

Rows HUB Investment Partners, LLC reported for PACER FDS TR, as it reported them
PACER FDS TR · US CASH COWS 100 CUSIP 69374H881 src ↗	$10.1M	160,984
PACER FDS TR · DATA & DIGI REVO CUSIP 69374H386 src ↗	$3.5M	55,495
PACER FDS TR · GLOBL CASH ETF CUSIP 69374H709 src ↗	$1.4M	30,169
PACER FDS TR · US LRG CP CASH CUSIP 69374H360 src ↗	$721K	21,363
PACER FDS TR · LUNT LRGCP MULTI CUSIP 69374H816 src ↗	$326K	6,285

ticker not yet mapped

$16.0M

274,296

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for NEXTERA ENERGY INC, as it reported them
NEXTERA ENERGY INC · COM CUSIP — src ↗	$15.4M	165,878
NEXTERA ENERGY INC · COM · CALL CUSIP — src ↗	$9.3K	100

$15.4M

165,978

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for PALANTIR TECHNOLOGIES INC, as it reported them
PALANTIR TECHNOLOGIES INC · CL A CUSIP — src ↗	$9.9M	67,536
PALANTIR TECHNOLOGIES INC · CL A · PUT CUSIP — src ↗	$3.9M	26,800
PALANTIR TECHNOLOGIES INC · CL A · CALL CUSIP — src ↗	$1.3M	8,800

$15.1M

103,136

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILLIPS 66 · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.1M

82,802

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$14.9M	29,780
MASTERCARD INCORPORATED · CL A · CALL CUSIP — src ↗	$99.9K	200

$15.0M

29,980

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for ADVANCED MICRO DEVICES INC, as it reported them
ADVANCED MICRO DEVICES INC · COM CUSIP — src ↗	$11.5M	56,573
ADVANCED MICRO DEVICES INC · COM · CALL CUSIP — src ↗	$3.2M	15,500

$14.7M

72,073

0.4%

—

CAPITAL GROUP INTL FOCUS EQT · SHS CREATION UNI CUSIP 14019W109
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$14.3M

483,772

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASTRAZENECA PLC · ORD CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.2M

72,008

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ONEOK INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.1M

155,578

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$12.1M	12,144
COSTCO WHOLESALE CORPORATION · COM · CALL CUSIP — src ↗	$1.8M	1,800

$13.9M

13,944

0.3%

—

VANGUARD WHITEHALL FDS

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · INTL HIGH ETF CUSIP — src ↗	$8.3M	88,489
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$4.6M	31,068
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$609K	6,889

ticker not yet mapped

$13.5M

126,446

0.3%

—

DIMENSIONAL ETF TRUST

4 positions · 4 reported rows

Rows HUB Investment Partners, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · US MKTWIDE VALUE CUSIP 25434V724 src ↗	$6.2M	127,631
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$4.5M	63,633
DIMENSIONAL ETF TRUST · US CORE EQUITY 2 CUSIP 25434V708 src ↗	$2.5M	63,719
DIMENSIONAL ETF TRUST · WORLD EX US CORE CUSIP 25434V880 src ↗	$339K	9,988

ticker not yet mapped

$13.5M

264,971

0.3%

—

SCHWAB STRATEGIC TR

13 positions · 13 reported rows

Rows HUB Investment Partners, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · EMRG MKTEQ ETF CUSIP — src ↗	$2.3M	69,076
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$2.1M	69,821
SCHWAB STRATEGIC TR · US LRG CAP ETF CUSIP — src ↗	$1.7M	67,695
SCHWAB STRATEGIC TR · US BRD MKT ETF CUSIP — src ↗	$1.5M	59,609
SCHWAB STRATEGIC TR · US LCAP GR ETF CUSIP — src ↗	$1.2M	41,873
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$854K	30,650
SCHWAB STRATEGIC TR · US LCAP VA ETF CUSIP — src ↗	$841K	27,586
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$718K	29,006
SCHWAB STRATEGIC TR · US SML CAP ETF CUSIP — src ↗	$607K	20,884
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$581K	11,880
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$403K	10,532
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — src ↗	$320K	9,864
SCHWAB STRATEGIC TR · US MID-CAP ETF CUSIP — src ↗	$312K	10,080

ticker not yet mapped

$13.5M

458,556

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for ELI LILLY & CO, as it reported them
ELI LILLY & CO · COM CUSIP — src ↗	$12.7M	13,797
ELI LILLY & CO · COM · CALL CUSIP — src ↗	$368K	400

$13.1M

14,197

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for MICRON TECHNOLOGY INC, as it reported them
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$11.8M	34,932
MICRON TECHNOLOGY INC · COM · CALL CUSIP — src ↗	$1.2M	3,500

$13.0M

38,432

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

D R HORTON INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.8M

93,045

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENBRIDGE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.7M

235,177

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK AMERICA CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.7M

260,172

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MSCI INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.4M

21,212

0.3%

—

VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$11.4M

177,683

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for BOOKING HOLDINGS INC, as it reported them
BOOKING HOLDINGS INC · COM · PUT CUSIP — src ↗	$10.1M	2,400
BOOKING HOLDINGS INC · COM CUSIP — src ↗	$998K	237

$11.1M

2,637

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for MCDONALDS CORP, as it reported them
MCDONALDS CORP · COM CUSIP — src ↗	$10.8M	34,749
MCDONALDS CORP · COM · CALL CUSIP — src ↗	$186K	600

$11.0M

35,349

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FREEPORT MCMORAN INC · CL B CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.0M

186,366

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROLOGIS INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.9M

82,564

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.9M

25,287

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCADOLIBRE INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for MERCADOLIBRE INC, as it reported them
MERCADOLIBRE INC · COM CUSIP — src ↗	$8.9M	5,176
MERCADOLIBRE INC · COM · CALL CUSIP — src ↗	$1.9M	1,100

$10.9M

6,276

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.8M

52,365

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APOLLO GLOBAL MGMT INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.8M

97,161

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.8M

138,807

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON CONTROLS INTERNATION

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for JOHNSON CONTROLS INTERNATION, as it reported them
JOHNSON CONTROLS INTERNATION · SHS CUSIP — src ↗	$10.4M	79,218
JOHNSON CONTROLS INTERNATION · SHS · CALL CUSIP — src ↗	$327K	2,500

$10.7M

81,718

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for GILEAD SCIENCES INC, as it reported them
GILEAD SCIENCES INC · COM CUSIP — src ↗	$10.7M	76,550
GILEAD SCIENCES INC · COM · CALL CUSIP — src ↗	$13.9K	100

$10.7M

76,650

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KLA CORP

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for KLA CORP, as it reported them
KLA CORP · COM NEW CUSIP — src ↗	$10.5M	7,121
KLA CORP · COM NEW · CALL CUSIP — src ↗	$147K	100

$10.6M

7,221

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS COS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.6M

145,306

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC.

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for NETFLIX INC., as it reported them
NETFLIX INC. · COM CUSIP — src ↗	$9.8M	102,406
NETFLIX INC. · COM · CALL CUSIP — src ↗	$702K	7,300

$10.5M

109,706

0.3%

—

NEOS ETF TRUST

3 positions · 3 reported rows

Rows HUB Investment Partners, LLC reported for NEOS ETF TRUST, as it reported them
NEOS ETF TRUST · NEOS S&P 500 HI CUSIP 78433H303 src ↗	$8.0M	161,834
NEOS ETF TRUST · MLP & ENERGY INF CUSIP 78433H485 src ↗	$1.5M	27,298
NEOS ETF TRUST · GOLD HIGH INCOME CUSIP 78433H550 src ↗	$960K	16,881

ticker not yet mapped

$10.5M

206,013

0.3%

verified against the SEC company list on 2026-09-11 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERPRISE PRODS PARTNERS L · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.5M

276,951

0.3%

—

BLACKROCK ETF TRUST · ISHARES US EQUIT CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$10.3M

177,310

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTIV HOLDINGS CO

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for VERTIV HOLDINGS CO, as it reported them
VERTIV HOLDINGS CO · COM CL A CUSIP — src ↗	$9.1M	36,487
VERTIV HOLDINGS CO · COM CL A · CALL CUSIP — src ↗	$952K	3,800

$10.1M

40,287

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CBOE GLOBAL MKTS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.9M

35,219

0.2%

—

INVESCO EXCH TRADED FD TR II

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · S&P 500 MOMNTM CUSIP 46138E339 src ↗	$9.5M	84,334
INVESCO EXCH TRADED FD TR II · RAFI EMRGNG MRKT CUSIP 46138E727 src ↗	$339K	12,591

ticker not yet mapped

$9.8M

96,925

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANTERO RESOURCES CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.7M

228,396

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELL TECHNOLOGIES INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for DELL TECHNOLOGIES INC, as it reported them
DELL TECHNOLOGIES INC · CL C CUSIP — src ↗	$8.7M	53,237
DELL TECHNOLOGIES INC · CL C · CALL CUSIP — src ↗	$936K	5,700

$9.7M

58,937

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN ELEC PWR CO INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.6M

73,199

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWDSTRIKE HLDGS INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for CROWDSTRIKE HLDGS INC, as it reported them
CROWDSTRIKE HLDGS INC · CL A CUSIP — src ↗	$8.6M	22,131
CROWDSTRIKE HLDGS INC · CL A · CALL CUSIP — src ↗	$742K	1,900

$9.4M

24,031

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SUNOCO LP/SUNOCO FIN CORP · COM UT REP LP CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$9.4M

144,370

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for PALO ALTO NETWORKS INC, as it reported them
PALO ALTO NETWORKS INC · COM CUSIP — src ↗	$9.2M	57,270
PALO ALTO NETWORKS INC · COM · CALL CUSIP — src ↗	$160K	1,000

$9.3M

58,270

0.2%

—

FIRST TR EXCHANGE TRADED FD · BUYWRIT INCM ETF CUSIP 33738R308
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$9.3M

405,975

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for SALESFORCE INC, as it reported them
SALESFORCE INC · COM CUSIP — src ↗	$9.0M	48,352
SALESFORCE INC · COM · CALL CUSIP — src ↗	$56.0K	300

$9.1M

48,652

0.2%

—

WISDOMTREE TR · FLOATNG RAT TREA CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$8.7M

172,125

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.6M

8,940

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.3M

28,198

0.2%

—

PROSHARES TR

2 positions · 2 reported rows

Rows HUB Investment Partners, LLC reported for PROSHARES TR, as it reported them
PROSHARES TR · PSHS ULTRA QQQ CUSIP 74347R206 src ↗	$6.7M	109,757
PROSHARES TR · PSHS ULT SEMICDT CUSIP 74347R669 src ↗	$1.2M	25,220

ticker not yet mapped

$7.9M

134,977

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCEL ENTERTAINMENT INC · COM CL A1 CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.3M

668,493

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.2M

8,524

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-MOBILE US INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$7.1M

33,800

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 47.0%below median 80.0%
Concentration index: 214 bpsbelow median 446 bps
Positions with value: 1150 / 1150median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 47.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 214 · QoQ moves: 1,237

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open HUB Investment Partners, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).