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Mariane Lee

Hub Investment Partners, Llc

Assets Managed
$4.181B
Holdings
1005
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
8.26%(2Q avg: 18.34%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Hub Investment Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1005 positions.

Assets under management

The assets under management (AUM) of Hub Investment Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.181B in assets, with a quarterly growth rate of 8.26% and a 2-quarter average growth rate of 18.34%. The portfolio is managed by Mariane Lee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -11.56%
9.68%
$404.482M
2.319M shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.72%
8.32%
$347.516M
1.369M shares@ $253.8 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 13%
2.77%
$115.583M
360,285 shares@ $320.82 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 37.77%
2.48%
$103.406M
279,348 shares@ $370.18 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 4.49%
2.18%
$91.116M
1.13M shares@ $80.62 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.19%
2.07%
$86.464M
415,153 shares@ $208.27 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 9.88%
1.49%
$61.953M
1.358M shares@ $45.62 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 6.18%
1.39%
$57.804M
681,333 shares@ $84.84 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -36.89%
1.35%
$56.201M
195,442 shares@ $287.57 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 14.53%
1.17%
$48.713M
85,143 shares@ $572.13 avg price

1-10 of 1005