HUB Investment Partners, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, HUB Investment Partners, LLC opened 898 positions, added to 2,271, reduced 942 and sold out of 309.
- Q2 2026: Stock WMT; Country of operation United States; Class COM; Shares before 320,972.
- Q2 2026: Stock PANW; Country of operation United States; Class COM; Shares before 57,270.
- Q2 2026: Stock NEE; Country of operation United States; Class COM; Shares before 165,878.
- Q2 2026: Stock WFC; Country of operation United States; Class COM; Shares before 220,549.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1841815), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | WMT
WALMART INC | United States | COM | 320,972 | 252,054 | -68,918 | $39,890,356 | $28,547,636 | -$11,342,720 | 2026-07-31 |
|---|
| Q2 2026 | PANW
PALO ALTO NETWORKS INC | United States | COM | 57,270 | 55,398 | -1,872 | $9,181,526 | $18,891,826 | +$9,710,300 | 2026-07-31 |
|---|
| Q2 2026 | NEE
NEXTERA ENERGY INC | United States | COM | 165,878 | 83,112 | -82,766 | $15,406,744 | $7,294,735 | -$8,112,009 | 2026-07-31 |
|---|
| Q2 2026 | WFC
WELLS FARGO & CO | United States | COM | 220,549 | 130,960 | -89,589 | $17,557,937 | $10,822,506 | -$6,735,431 | 2026-07-31 |
|---|
| Q2 2026 | INTC
INTEL CORP | United States | COM | 77,565 | 69,505 | -8,060 | $3,422,942 | $9,704,996 | +$6,282,054 | 2026-07-31 |
|---|
| Q2 2026 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 47,265 | 46,398 | -867 | $21,788,692 | $18,451,557 | -$3,337,135 | 2026-07-31 |
|---|
| Q2 2026 | GNRC
GENERAC HLDGS INC | United States | COM | 31,149 | 31,121 | -28 | $6,084,334 | $9,112,540 | +$3,028,206 | 2026-07-31 |
|---|
| Q2 2026 | TMUS
T-MOBILE US INC | United States | COM | 33,800 | 24,550 | -9,250 | $7,099,020 | $4,117,829 | -$2,981,191 | 2026-07-31 |
|---|
| Q2 2026 | OKE
ONEOK INC NEW | United States | COM | 155,578 | 135,044 | -20,534 | $14,062,659 | $11,740,734 | -$2,321,925 | 2026-07-31 |
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| Q2 2026 | MELI
MERCADOLIBRE INC | | COM | 5,176 | 4,183 | -993 | $8,949,408 | $7,100,182 | -$1,849,226 | 2026-07-31 |
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| Q2 2026 | COP
CONOCOPHILLIPS | United States | COM | 34,149 | 29,561 | -4,588 | $4,507,699 | $3,073,142 | -$1,434,557 | 2026-07-31 |
|---|
| Q2 2026 | SCHW
SCHWAB CHARLES CORP | United States | COM | 41,499 | 28,612 | -12,887 | $3,900,065 | $2,640,045 | -$1,260,020 | 2026-07-31 |
|---|
| Q2 2026 | MDT
MEDTRONIC PLC | Ireland | SHS | 21,650 | 12,281 | -9,369 | $1,875,973 | $960,750 | -$915,223 | 2026-07-31 |
|---|
| Q2 2026 | AGNC
AGNC INVT CORP | United States | COM | 393,057 | 282,906 | -110,151 | $3,942,363 | $3,083,675 | -$858,688 | 2026-07-31 |
|---|
| Q2 2026 | OBDC
BLUE OWL CAPITAL CORPORATION | United States | COM | 94,599 | 23,159 | -71,440 | $1,046,264 | $251,738 | -$794,526 | 2026-07-31 |
|---|
| Q2 2026 | ALAB
ASTERA LABS INC | United States | COM | 2,282 | 2,012 | -270 | $250,107 | $971,836 | +$721,729 | 2026-07-31 |
|---|
| Q2 2026 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 55,130 | 55,128 | -2 | $4,860,261 | $4,162,715 | -$697,546 | 2026-07-31 |
|---|
| Q2 2026 | HYMC
HYCROFT MINING HOLDING CORP | United States | CL A NEW | 50,025 | 50,000 | -25 | $1,760,880 | $1,170,000 | -$590,880 | 2026-07-31 |
|---|
| Q2 2026 | TXRH
TEXAS ROADHOUSE INC | United States | COM | 22,755 | 22,359 | -396 | $3,757,838 | $4,320,520 | +$562,682 | 2026-07-31 |
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| Q2 2026 | CHKP
CHECK POINT SOFTWARE TECH LT | | ORD | 5,007 | 1,852 | -3,155 | $715,250 | $243,408 | -$471,842 | 2026-07-31 |
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| Q2 2026 | FANG
DIAMONDBACK ENERGY INC | United States | COM | 13,137 | 12,183 | -954 | $2,598,427 | $2,141,508 | -$456,919 | 2026-07-31 |
|---|
| Q2 2026 | STWD
STARWOOD PPTY TR INC | United States | COM | 114,961 | 93,898 | -21,063 | $1,979,628 | $1,538,049 | -$441,579 | 2026-07-31 |
|---|
| Q2 2026 | TXG
10X GENOMICS INC | United States | CL A COM | 29,662 | 27,444 | -2,218 | $629,724 | $1,052,203 | +$422,479 | 2026-07-31 |
|---|
| Q2 2026 | PAA
PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 108,703 | 92,562 | -16,141 | $2,427,330 | $2,060,438 | -$366,892 | 2026-07-31 |
|---|
| Q2 2026 | AB
ALLIANCEBERNSTEIN HLDG L P | United States | UNIT LTD PARTN | 127,375 | 126,286 | -1,089 | $4,768,932 | $4,447,807 | -$321,125 | 2026-07-31 |
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| Q2 2026 | CMI
CUMMINS INC | United States | COM | 2,357 | 2,222 | -135 | $1,268,326 | $1,585,035 | +$316,709 | 2026-07-31 |
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| Q2 2026 | LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 2,544 | 1,969 | -575 | $877,967 | $572,048 | -$305,919 | 2026-07-31 |
|---|
| Q2 2026 | NEM
NEWMONT CORP | United States | COM | 17,272 | 17,052 | -220 | $1,869,708 | $1,592,681 | -$277,027 | 2026-07-31 |
|---|
| Q2 2026 | CMCSA
COMCAST CORP NEW | United States | CL A | 24,207 | 17,554 | -6,653 | $694,981 | $430,948 | -$264,033 | 2026-07-31 |
|---|
| Q2 2026 | DKS
DICKS SPORTING GOODS INC | United States | COM | 10,143 | 10,031 | -112 | $2,011,255 | $2,275,131 | +$263,876 | 2026-07-31 |
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| Q2 2026 | HCA
HCA HEALTHCARE INC | United States | COM | 2,048 | 1,852 | -196 | $969,196 | $722,076 | -$247,120 | 2026-07-31 |
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| Q2 2026 | RKLB
ROCKET LAB CORP | United States | COM | 7,000 | 6,809 | -191 | $449,540 | $692,135 | +$242,595 | 2026-07-31 |
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| Q2 2026 | LOW
LOWES COS INC | United States | COM | 6,560 | 5,976 | -584 | $1,549,947 | $1,317,596 | -$232,351 | 2026-07-31 |
|---|
| Q2 2026 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 3,514 | 2,140 | -1,374 | $527,051 | $297,700 | -$229,351 | 2026-07-31 |
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| Q2 2026 | DASH
DOORDASH INC | United States | CL A | 9,030 | 6,175 | -2,855 | $1,355,855 | $1,139,473 | -$216,382 | 2026-07-31 |
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| Q2 2026 | AMT
AMERICAN TOWER CORP | United States | COM | 18,089 | 17,775 | -314 | $3,121,804 | $2,907,475 | -$214,329 | 2026-07-31 |
|---|
| Q2 2026 | TFC
TRUIST FINL CORP | United States | COM | 30,229 | 23,725 | -6,504 | $1,389,650 | $1,181,974 | -$207,676 | 2026-07-31 |
|---|
| Q2 2026 | FNV
FRANCO NEV CORP | | COM | 5,079 | 5,050 | -29 | $1,254,704 | $1,052,723 | -$201,981 | 2026-07-31 |
|---|
| Q2 2026 | AOS
SMITH A O CORP | United States | COM | 6,091 | 3,286 | -2,805 | $401,641 | $206,098 | -$195,543 | 2026-07-31 |
|---|
| Q2 2026 | SKYT
SKYWATER TECHNOLOGY INC | United States | COM | 49,322 | 44,370 | -4,952 | $1,351,916 | $1,544,963 | +$193,047 | 2026-07-31 |
|---|
| Q2 2026 | BIP
BROOKFIELD INFRASTRUCTURE PA | | LP INT UNIT | 41,787 | 36,716 | -5,071 | $1,509,346 | $1,339,767 | -$169,579 | 2026-07-31 |
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| Q2 2026 | CLX
CLOROX CO DEL | United States | COM | 4,049 | 2,622 | -1,427 | $419,554 | $250,241 | -$169,313 | 2026-07-31 |
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| Q2 2026 | ZIM
ZIM INTEGRATED SHIPPING SERV | Israel | SHS | 16,103 | 9,933 | -6,170 | $424,314 | $258,258 | -$166,056 | 2026-07-31 |
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| Q2 2026 | RMBS
RAMBUS INC DEL | United States | COM | 5,258 | 4,653 | -605 | $452,346 | $617,639 | +$165,293 | 2026-07-31 |
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| Q2 2026 | OC
OWENS CORNING NEW | United States | COM | 7,590 | 4,150 | -3,440 | $821,383 | $659,718 | -$161,665 | 2026-07-31 |
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| Q2 2026 | BBDC
BARINGS BDC INC | United States | COM | 161,646 | 137,608 | -24,038 | $1,330,348 | $1,172,420 | -$157,928 | 2026-07-31 |
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| Q2 2026 | OKTA
OKTA INC | United States | CL A | 5,500 | 2,080 | -3,420 | $432,905 | $283,816 | -$149,089 | 2026-07-31 |
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| Q2 2026 | DPZ
DOMINOS PIZZA INC | United States | COM | 1,029 | 749 | -280 | $369,246 | $221,826 | -$147,420 | 2026-07-31 |
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| Q2 2026 | PYPL
PAYPAL HLDGS INC | United States | COM | 23,926 | 21,654 | -2,272 | $1,082,181 | $935,023 | -$147,158 | 2026-07-31 |
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| Q2 2026 | KR
KROGER CO | United States | COM | 8,181 | 8,057 | -124 | $591,944 | $447,421 | -$144,523 | 2026-07-31 |
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| Q2 2026 | TSN
TYSON FOODS INC | United States | CL A | 9,883 | 8,679 | -1,204 | $633,223 | $496,860 | -$136,363 | 2026-07-31 |
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| Q2 2026 | DIS
DISNEY WALT CO | United States | COM | 33,770 | 32,445 | -1,325 | $3,254,714 | $3,122,876 | -$131,838 | 2026-07-31 |
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| Q2 2026 | JKHY
HENRY JACK & ASSOC INC | United States | COM | 2,822 | 2,281 | -541 | $445,989 | $314,185 | -$131,804 | 2026-07-31 |
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| Q2 2026 | GGG
GRACO INC | United States | COM | 4,967 | 4,041 | -926 | $420,457 | $305,540 | -$114,917 | 2026-07-31 |
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| Q2 2026 | HSY
HERSHEY CO | United States | COM | 1,766 | 1,462 | -304 | $367,186 | $256,488 | -$110,698 | 2026-07-31 |
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| Q2 2026 | PODD
INSULET CORP | United States | COM | 1,718 | 1,649 | -69 | $360,505 | $251,060 | -$109,445 | 2026-07-31 |
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| Q2 2026 | UAL
UNITED AIRLS HLDGS INC | United States | COM | 26,739 | 17,305 | -9,434 | $2,461,860 | $2,353,307 | -$108,553 | 2026-07-31 |
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| Q2 2026 | ADSK
AUTODESK INC | United States | COM | 1,570 | 1,380 | -190 | $375,858 | $268,300 | -$107,558 | 2026-07-31 |
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| Q2 2026 | XYL
XYLEM INC | United States | COM | 3,858 | 2,995 | -863 | $461,031 | $354,039 | -$106,992 | 2026-07-31 |
|---|
| Q2 2026 | AWI
ARMSTRONG WORLD INDS INC NEW | United States | COM | 3,976 | 3,431 | -545 | $655,245 | $550,401 | -$104,844 | 2026-07-31 |
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| Q2 2026 | SNDR
SCHNEIDER NATIONAL INC | United States | CL B | 13,902 | 12,869 | -1,033 | $366,457 | $470,105 | +$103,648 | 2026-07-31 |
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| Q2 2026 | GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 6,761 | 6,603 | -158 | $626,677 | $524,410 | -$102,267 | 2026-07-31 |
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| Q2 2026 | BROS
DUTCH BROS INC | United States | CL A | 13,260 | 10,771 | -2,489 | $671,749 | $773,462 | +$101,713 | 2026-07-31 |
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| Q2 2026 | LOPE
GRAND CANYON ED INC | United States | COM | 1,923 | 1,583 | -340 | $326,968 | $226,543 | -$100,425 | 2026-07-31 |
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| Q2 2026 | FOXA
FOX CORP | United States | CL A COM | 9,549 | 8,772 | -777 | $557,662 | $457,548 | -$100,114 | 2026-07-31 |
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| Q2 2026 | DOCU
DOCUSIGN INC | United States | COM | 11,260 | 9,775 | -1,485 | $533,837 | $434,206 | -$99,631 | 2026-07-31 |
|---|
| Q2 2026 | WES
WESTERN MIDSTREAM PARTNERS L | United States | COM UNIT LP INT | 60,562 | 59,219 | -1,343 | $2,493,345 | $2,591,414 | +$98,069 | 2026-07-31 |
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| Q2 2026 | ULTA
ULTA BEAUTY INC | United States | COM | 1,190 | 1,184 | -6 | $622,025 | $533,960 | -$88,065 | 2026-07-31 |
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| Q2 2026 | MARA
MARA HOLDINGS INC | United States | COM | 37,190 | 27,976 | -9,214 | $303,470 | $388,587 | +$85,117 | 2026-07-31 |
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| Q2 2026 | CAVA
CAVA GROUP INC | United States | COM | 6,129 | 5,241 | -888 | $495,836 | $411,314 | -$84,522 | 2026-07-31 |
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| Q2 2026 | PSA
PUBLIC STORAGE | United States | COM | 1,987 | 1,949 | -38 | $538,257 | $620,426 | +$82,169 | 2026-07-31 |
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| Q2 2026 | ASTS
AST SPACEMOBILE INC | United States | COM CL A | 3,665 | 2,524 | -1,141 | $303,719 | $224,283 | -$79,436 | 2026-07-31 |
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| Q2 2026 | FCN
FTI CONSULTING INC | United States | COM | 2,237 | 2,124 | -113 | $395,434 | $316,497 | -$78,937 | 2026-07-31 |
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| Q2 2026 | CRSP
CRISPR THERAPEUTICS AG | | NAMEN AKT | 2,934 | 1,201 | -1,733 | $139,570 | $65,503 | -$74,067 | 2026-07-31 |
|---|
| Q2 2026 | FSK
FS KKR CAP CORP | United States | COM | 25,123 | 17,791 | -7,332 | $255,751 | $186,805 | -$68,946 | 2026-07-31 |
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| Q2 2026 | NVCR
NOVOCURE LTD | | ORD SHS | 16,634 | 16,342 | -292 | $181,311 | $247,581 | +$66,270 | 2026-07-31 |
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| Q2 2026 | ALSN
ALLISON TRANSMISSION HLDGS I | United States | COM | 4,453 | 4,063 | -390 | $521,268 | $458,063 | -$63,205 | 2026-07-31 |
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| Q2 2026 | HEI
HEICO CORP NEW | United States | COM | 812 | 791 | -21 | $222,650 | $281,746 | +$59,096 | 2026-07-31 |
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| Q2 2026 | NDAQ
NASDAQ INC | United States | COM | 3,793 | 3,380 | -413 | $321,979 | $266,421 | -$55,558 | 2026-07-31 |
|---|
| Q2 2026 | FNF
FIDELITY NATL FINL INC | United States | COM SHS | 6,986 | 5,715 | -1,271 | $323,999 | $269,536 | -$54,463 | 2026-07-31 |
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| Q2 2026 | NXPI
NXP SEMICONDUCTORS N V | | COM | 4,150 | 3,092 | -1,058 | $816,892 | $868,835 | +$51,943 | 2026-07-31 |
|---|
| Q2 2026 | CROX
CROCS INC | United States | COM | 2,438 | 2,097 | -341 | $202,403 | $252,982 | +$50,579 | 2026-07-31 |
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| Q2 2026 | EXLS
EXLSERVICE HLDGS INC | United States | COM | 8,457 | 8,031 | -426 | $257,516 | $207,682 | -$49,834 | 2026-07-31 |
|---|
| Q2 2026 | CRL
CHARLES RIV LABS INTL INC | United States | COM | 1,452 | 1,310 | -142 | $250,470 | $297,095 | +$46,625 | 2026-07-31 |
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| Q2 2026 | DB
DEUTSCHE BK AG | | NAMEN AKT | 14,021 | 13,736 | -285 | $417,545 | $463,727 | +$46,182 | 2026-07-31 |
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| Q2 2026 | AZO
AUTOZONE INC | United States | COM | 79 | 70 | -9 | $266,845 | $223,716 | -$43,129 | 2026-07-31 |
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| Q2 2026 | BXSL
BLACKSTONE SECD LENDING FD | United States | COMMON STOCK | 28,970 | 27,290 | -1,680 | $686,299 | $647,046 | -$39,253 | 2026-07-31 |
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| Q2 2026 | SO
SOUTHERN CO | United States | COM | 15,173 | 14,906 | -267 | $1,464,542 | $1,426,636 | -$37,906 | 2026-07-31 |
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| Q2 2026 | MAIN
MAIN STR CAP CORP | United States | COM | 19,821 | 19,580 | -241 | $1,049,725 | $1,015,795 | -$33,930 | 2026-07-31 |
|---|
| Q2 2026 | CFR
CULLEN FROST BANKERS INC | United States | COM | 2,257 | 2,220 | -37 | $309,355 | $343,058 | +$33,703 | 2026-07-31 |
|---|
| Q2 2026 | SHW
SHERWIN WILLIAMS CO | United States | COM | 1,881 | 1,846 | -35 | $602,959 | $635,620 | +$32,661 | 2026-07-31 |
|---|
| Q2 2026 | DKNG
DRAFTKINGS INC NEW | United States | COM CL A | 156,176 | 134,937 | -21,239 | $3,376,525 | $3,408,509 | +$31,984 | 2026-07-31 |
|---|
| Q2 2026 | FFIV
F5 INC | United States | COM | 1,971 | 1,444 | -527 | $570,269 | $600,646 | +$30,377 | 2026-07-31 |
|---|
| Q2 2026 | DT
DYNATRACE INC | United States | COM NEW | 11,741 | 9,203 | -2,538 | $434,182 | $404,104 | -$30,078 | 2026-07-31 |
|---|
| Q2 2026 | PRU
PRUDENTIAL FINL INC | United States | COM | 11,605 | 10,780 | -825 | $1,133,731 | $1,163,492 | +$29,761 | 2026-07-31 |
|---|
| Q2 2026 | DGX
QUEST DIAGNOSTICS INC | United States | COM | 2,128 | 1,831 | -297 | $417,064 | $388,107 | -$28,957 | 2026-07-31 |
|---|
| Q2 2026 | QUBT
QUANTUM COMPUTING INC | United States | COM | 14,859 | 13,459 | -1,400 | $101,784 | $130,552 | +$28,768 | 2026-07-31 |
|---|
| Q2 2026 | ARCC
ARES CAPITAL CORP | United States | COM | 95,457 | 94,125 | -1,332 | $1,720,133 | $1,744,142 | +$24,009 | 2026-07-31 |
|---|
| Q2 2026 | DBX
DROPBOX INC | United States | CL A | 10,330 | 9,368 | -962 | $234,698 | $257,339 | +$22,641 | 2026-07-31 |
|---|
| Q2 2026 | AGO
ASSURED GUARANTY LTD | | COM | 3,290 | 3,063 | -227 | $268,069 | $245,530 | -$22,539 | 2026-07-31 |
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