HUB Investment Partners, LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$4.2B
Holdings
1,004
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (7.3k shares)
9.7%
02
$AAPL
APPLE INC
Q1 2026: New position (13.8k shares)
8.3%
03
$VTI
VANGUARD INDEX FDS
Q1 2026: New position (1.3k shares)
2.8%
04
$MSFT
MICROSOFT CORP
Q1 2026: New position (2.4k shares)
2.5%
05
$AVLV
AMERICAN CENTY ETF TR
Q3 2025: Exited (was 1.03M shares)
2.2%
06
$AMZN
AMAZON COM INC
Q1 2026: New position (8.5k shares)
2.1%
07
$FBND
FIDELITY MERRIMACK STR TR
Q3 2025: Increased +3.6% (1.15M → 1.19M shares)
1.5%
08
$AVDE
AMERICAN CENTY ETF TR
Q3 2025: Exited (was 606.8k shares)
1.4%
09
$GOOGL
ALPHABET INC
Q1 2026: New position (5.3k shares)
1.3%
10
$META
META PLATFORMS INC
Q1 2026: New position (1.1k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:19 UTC.