HPM Partners

Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, SPY, AAPL, ITW, MSFT, and represent 26.86% of Cerity Partners's stock portfolio.
  • Added to shares of these 10 stocks: VOO (+$399M), V (+$47M), VEU (+$38M), SPY (+$36M), UNH (+$35M), DIS (+$35M), UNP (+$31M), VHT (+$25M), DSI (+$24M), IWV (+$22M).
  • Started 141 new stock positions in TAP, CNP, CHNG, FTI, GLW, USFD, COO, TSN, CE, BRO.
  • Reduced shares in these 10 stocks: ITW (-$45M), CVS (-$35M), NTRS (-$18M), XPND (-$17M), JNJ (-$13M), SCHZ (-$12M), MPC (-$11M), BAC (-$8.5M), SBUX (-$6.7M), SGFY (-$6.7M).
  • Sold out of its positions in ABB, SIVR, AEG, AGI, ALLY, ACH, BLOK, APPN, APLE, ATHX.
  • Cerity Partners was a net buyer of stock by $876M.
  • Cerity Partners has $6.4B in assets under management (AUM), dropping by -2.04%.
  • Central Index Key (CIK): 0001566475

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Portfolio Holdings for Cerity Partners

Companies in the Cerity Partners portfolio as of the March 2022 quarterly 13F filing

Cerity Partners has 940 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Stock (VOO) 9.7 $623M +178% 1.5M 413.44
Spdr S&p 500 Etf Tr Stock (SPY) 6.7 $433M +9% 1.6M 271.94
Apple Stock (AAPL) 4.4 $282M 1.7M 163.60
Illinois Tool Works (ITW) 3.5 $225M -16% 1.1M 209.40
Microsoft Corp Stock (MSFT) 2.6 $166M +2% 566k 294.07
Ishares Tr Stock (IEFA) 2.5 $164M +7% 3.6M 45.50
Amazon Stock (AMZN) 1.8 $113M 36k 3154.80
Alphabet Inc Class C cs (GOOG) 1.4 $90M -2% 33k 2741.83
Northern Trust Corporation (NTRS) 1.4 $88M -17% 755k 116.45
Gds Holdings ads (GDS) 1.1 $73M 1.9M 39.25
NVIDIA Corporation (NVDA) 1.0 $65M -5% 243k 268.99
Ishares Tr Stock (IVV) 1.0 $63M +8% 659k 95.86
iShares S&P NA Tech. Sec. Idx (IGM) 1.0 $63M 192k 327.50
Jpmorgan Chase & Co Stock (JPM) 1.0 $62M +8% 466k 132.98

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Thermo Fisher Scientific (TMO) 0.9 $60M +3% 103k 583.37
Vanguard Intl Equity Index F Stock (VWO) 0.9 $58M +41% 1.4M 41.36
Berkshire Hathaway Inc Del Stock (BRK.B) 0.8 $54M +48% 168k 321.58
Home Depot Stock (HD) 0.8 $52M +4% 177k 294.62
Sch Us Mid-cap Etf etf (SCHM) 0.8 $52M 685k 75.86
Vanguard Intl Equity Index F Etf (VEU) 0.8 $52M +273% 1.0M 49.84
Visa Stock (V) 0.8 $51M +1280% 234k 217.06
Johnson & Johnson Stock (JNJ) 0.8 $49M -20% 293k 168.92
Facebook Inc cl a (FB) 0.8 $49M +13% 226k 216.52
Vanguard Index Fds Etf (VTV) 0.7 $48M +56% 336k 141.83
Vanguard Tax-managed Intl Stock (VEA) 0.7 $47M 4.5M 10.39
iShares MSCI EAFE Index Fund (EFA) 0.7 $47M +5% 804k 58.15
Vanguard Admiral Fds Inc cmn (VIOO) 0.7 $45M 230k 198.03
Alphabet Stock (GOOGL) 0.7 $44M +2% 17k 2653.68
Abbvie (ABBV) 0.7 $43M +6% 275k 157.51
CVS Caremark Corporation (CVS) 0.7 $42M -45% 415k 101.21
Procter & Gamble Company (PG) 0.6 $42M +4% 279k 149.64
Vanguard Scottsdale Fds cmn (VONE) 0.6 $41M +14% 197k 207.19
Ishares Tr Stock (IWM) 0.6 $40M +40% 200k 200.52
UnitedHealth (UNH) 0.6 $40M +788% 79k 497.53
Disney Walt Stock (DIS) 0.6 $38M +935% 283k 135.44
Ishares Stock (IEMG) 0.6 $37M +12% 1.2M 30.20
Golub Cap Bdc Stock (GBDC) 0.6 $36M +90% 2.3M 15.21
Proshares Tr S&p 500 Aristo (NOBL) 0.5 $34M -2% 360k 94.91
Union Pacific Corporation (UNP) 0.5 $33M +1849% 124k 267.11
Costco Wholesale Corporation (COST) 0.5 $33M 61k 543.02
Spdr Gold Tr Stock (GLD) 0.5 $32M -10% 289k 111.30
Tesla Stock (TSLA) 0.5 $32M 45k 710.41
Danaher Corporation (DHR) 0.5 $32M -6% 112k 285.85
Qualcomm (QCOM) 0.5 $31M +4% 206k 150.84
Cisco Systems (CSCO) 0.5 $30M 559k 53.98
Nextera Energy (NEE) 0.4 $28M +6% 339k 82.74
Bk Of America Corp Stock (BAC) 0.4 $28M -23% 693k 40.28
Select Sector Spdr Tr Stock (XLI) 0.4 $28M +206% 268k 102.98
Pepsico Stock (PEP) 0.4 $28M 168k 164.43
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.4 $27M 255k 107.47
Honeywell International (HON) 0.4 $27M +2% 141k 192.79
Accenture (ACN) 0.4 $27M -2% 82k 330.90
Select Sector Spdr Tr Stock (XLF) 0.4 $27M +196% 701k 38.32
Merck & Co (MRK) 0.4 $27M -5% 330k 80.41
Adobe Systems Incorporated (ADBE) 0.4 $26M +3% 59k 448.57
iShares FTSE KLD 400 Social Idx (DSI) 0.4 $25M +1315% 293k 86.62
Vanguard World Fds Etf (VHT) 0.4 $25M +4866400% 97k 254.38
Broadcom (AVGO) 0.4 $25M 40k 616.26
Camden Ppty Tr Reit (CPT) 0.4 $24M 147k 166.20
Ishares Tr Etf (IWV) 0.4 $24M +968% 92k 262.36
Ishares Tr Etf (GVI) 0.4 $23M 216k 108.53
Paypal Holdings (PYPL) 0.3 $22M -2% 197k 111.64
Paychex (PAYX) 0.3 $21M +2% 157k 136.48
Vanguard Total Bond Market ETF (BND) 0.3 $21M -5% 265k 79.54
Chevron Corp Stock (CVX) 0.3 $21M -4% 133k 154.23
Vanguard Index Fds Etf (VUG) 0.3 $20M +1966% 77k 262.33
Comcast Corp Stock (CMCSA) 0.3 $19M +7% 415k 45.95
Goldman Sachs Etf Tr Etf (GSIE) 0.3 $19M +8% 567k 32.73
Alphatec Hldgs Stock (ATEC) 0.3 $18M 1.6M 11.50
Vanguard Scottsdale Fds Etf (VTHR) 0.3 $18M NEW 93k 190.26
S&p Global (SPGI) 0.3 $18M +30% 44k 401.13
Advanced Micro Devices (AMD) 0.3 $18M +36% 163k 107.80
Bristol Myers Squibb (BMY) 0.3 $17M +13% 247k 70.61
Steris Stock (STE) 0.3 $17M +4% 71k 241.77
salesforce (CRM) 0.3 $17M +7% 83k 207.49
Ishares Tr Stock (AGG) 0.3 $17M +646% 163k 105.42
Goldman Sachs (GS) 0.3 $16M +7% 50k 330.11
TJX Companies (TJX) 0.3 $16M 268k 60.58
Marsh & McLennan Companies (MMC) 0.2 $16M -14% 94k 170.41
Boeing Stock (BA) 0.2 $16M -7% 86k 183.62
Jacobs Engr Group Stock (J) 0.2 $16M +2% 114k 137.82
Vanguard Index Fds Stock (VNQ) 0.2 $16M +124% 239k 64.85
iShares MSCI EMU Index (EZU) 0.2 $16M 357k 43.27
Ishares Tr Etf (EMB) 0.2 $15M -9% 158k 97.76
Ishares Tr Stock (OEF) 0.2 $15M -4% 75k 201.81
Mcdonalds Corp Stock (MCD) 0.2 $15M +2% 63k 242.08
Ishares Tr Etf (ACWX) 0.2 $14M +627% 275k 52.27
Ishares Tr Stock (LQD) 0.2 $14M +15% 119k 120.95
Exxon Mobil Corp Stock (XOM) 0.2 $14M -5% 187k 75.95
Schwab U S Broad Market ETF (SCHB) 0.2 $14M +73% 271k 52.35
Sherwin-Williams Company (SHW) 0.2 $14M +7% 57k 249.62
Dow (DOW) 0.2 $14M +3% 218k 63.72
Deere & Co Stock (DE) 0.2 $14M +151% 34k 404.71
Prologis Reit (PLD) 0.2 $14M +12% 87k 158.08
Broadmark Rlty Cap Stock (BRMK) 0.2 $14M -21% 1.6M 8.65
Nxp Semiconductors N V (NXPI) 0.2 $13M +13% 72k 185.10
Chubb (CB) 0.2 $13M +8% 62k 213.90
Ishares Tr Etf (QUAL) 0.2 $13M 98k 134.63
Schwab Strategic Tr Stock (SCHE) 0.2 $13M -5% 470k 27.77
Generac Holdings (GNRC) 0.2 $13M 43k 297.27
Select Sector Spdr Tr Etf (XLB) 0.2 $13M 144k 88.15
Viacomcbs (PARA) 0.2 $13M +6629% 331k 37.81
Solaredge Technologies (SEDG) 0.2 $13M 39k 322.35
Stryker Corporation (SYK) 0.2 $12M -2% 47k 261.55
Ishares Tr Stock (SHY) 0.2 $12M +13% 150k 80.56
Starbucks Corporation (SBUX) 0.2 $12M -35% 132k 90.97
BlackRock (BLK) 0.2 $12M +7% 16k 764.18
Fifth Third Ban (FITB) 0.2 $12M 276k 43.04
Kinder Morgan Inc Del Stock (KMI) 0.2 $12M +46% 624k 18.91
Ishares Tr Stock (IJR) 0.2 $12M +3% 649k 18.16
Cintas Corporation (CTAS) 0.2 $12M -3% 27k 425.37
Vanguard Index Fds Stock (VB) 0.2 $11M +48% 55k 206.61
iShares Russell 1000 Index (IWB) 0.2 $11M +2% 567k 19.77
Ishares Tr Etf (ICF) 0.2 $11M 158k 71.01
Pfizer Stock (PFE) 0.2 $11M +6% 223k 49.04
Abbott Laboratories (ABT) 0.2 $11M -5% 98k 111.25
Estee Lauder Companies (EL) 0.2 $11M 39k 272.35
Ishares Tr Stock (ACWI) 0.2 $11M +58% 106k 99.81
Vanguard Index Fds Stock (VTI) 0.2 $10M +21% 100k 104.23
Enbridge (ENB) 0.2 $10M 224k 46.08
Texas Instruments Incorporated (TXN) 0.2 $10M +8% 58k 174.32
Citigroup (C) 0.2 $10M 189k 53.40
Mondelez Intl Stock (MDLZ) 0.2 $9.8M +2% 156k 62.79
Twilio Inc cl a (TWLO) 0.2 $9.7M +5% 59k 164.84
MasterCard Incorporated (MA) 0.1 $9.6M +9% 29k 330.07
Nike (NKE) 0.1 $9.6M +2% 71k 134.58
Medtronic (MDT) 0.1 $9.5M +12% 89k 107.25
Alibaba Group Hldg Stock (BABA) 0.1 $9.5M 88k 108.78
Intuit (INTU) 0.1 $9.4M -3% 20k 469.38
Spdr S&p Midcap 400 Etf Tr Etf (MDY) 0.1 $9.1M +58% 19k 467.80
Ishares Etf (EPP) 0.1 $9.0M +20% 184k 49.22
Invesco Exch Traded Fd Tr Ii Etf (PGHY) 0.1 $9.0M -3% 449k 19.94
Dover Corporation (DOV) 0.1 $8.9M +5% 56k 156.90
Schwab Strategic Tr Stock (SCHA) 0.1 $8.7M +92% 184k 47.36
Norfolk Southern (NSC) 0.1 $8.6M 31k 278.61
American Tower Reit (AMT) 0.1 $8.6M +13% 35k 244.32
Walgreen Boots Alliance (WBA) 0.1 $8.6M +11810% 192k 44.76
American Water Works (AWK) 0.1 $8.4M +3% 51k 165.52
Vanguard Mun Bd Fds Stock (VTEB) 0.1 $8.3M +157% 175k 47.43
Emerson Electric (EMR) 0.1 $8.3M 87k 95.66
First Republic Bank/san F (FRC) 0.1 $8.2M +33% 79k 104.43
Charles Schwab Corporation (SCHW) 0.1 $8.0M -3% 116k 69.40
Ishares Tr Etf (IWR) 0.1 $8.0M -21% 102k 78.04
Spdr Ser Tr Etf (XOP) 0.1 $8.0M +3% 59k 134.54
Vanguard Index Fds Stock (VO) 0.1 $7.9M +3348% 36k 219.77
Vanguard Total World Stock Idx (VT) 0.1 $7.8M -22% 77k 101.29
Amgen (AMGN) 0.1 $7.8M +8% 36k 217.65
iShares S&P MidCap 400 Index (IJH) 0.1 $7.6M +48% 29k 268.32
Ameriprise Financial (AMP) 0.1 $7.6M -19% 25k 300.43
Oracle Corporation (ORCL) 0.1 $7.5M +4% 98k 76.61
Intel Corp Stock (INTC) 0.1 $7.5M +9% 163k 46.01
Eli Lilly & Co. (LLY) 0.1 $7.5M +26% 29k 257.39
Spdr Dow Jones Indl Average Etf (DIA) 0.1 $7.5M +50% 25k 297.98
Philip Morris Intl Stock (PM) 0.1 $7.5M +3% 79k 93.94
Ishares Tr Etf (ESGU) 0.1 $7.4M +240% 73k 101.35
Constellation Brands (STZ) 0.1 $7.3M 32k 230.29
Schwab Strategic Tr Etf (SCHP) 0.1 $7.3M -3% 120k 60.70
Ishares Tr Stock (IWF) 0.1 $7.2M +19% 33k 219.92
Walmart Stock (WMT) 0.1 $7.1M +74% 51k 138.82
Ishares Tr Etf (HYG) 0.1 $7.1M -28% 86k 82.29
Ishares Tr Stock (MUB) 0.1 $7.0M -11% 64k 109.65
United Parcel Service (UPS) 0.1 $6.9M +48% 86k 80.40
Maximus (MMS) 0.1 $6.9M -23% 92k 74.94
iShares S&P 500 Growth Index (IVW) 0.1 $6.8M +2% 89k 76.36
Coca-Cola Company (KO) 0.1 $6.6M -5% 121k 54.42
Teleflex Incorporated (TFX) 0.1 $6.5M +17% 19k 354.82
Charles Riv Labs Intl Stock (CRL) 0.1 $6.4M NEW 23k 284.00
Vaneck Etf Trust Etf (MOAT) 0.1 $6.4M 86k 74.70
Allogene Therapeutics Stock (ALLO) 0.1 $6.4M 701k 9.11
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 0.1 $6.2M -2% 116k 53.46
Lennar Corporation (LEN) 0.1 $6.0M -2% 75k 81.15
Berry Global Group Stock (BERY) 0.1 $6.0M 104k 57.96
Crown Castle Intl (CCI) 0.1 $6.0M +11% 33k 184.55
Servicenow (NOW) 0.1 $6.0M -12% 11k 557.05
Spdr Ser Tr Etf (SPTL) 0.1 $6.0M 158k 37.82
Wynn Resorts (WYNN) 0.1 $6.0M +18% 75k 79.73
Spdr Ser Tr Stock (SPSB) 0.1 $5.9M +16% 196k 30.13
Vanguard Scottsdale Fds Etf (VGIT) 0.1 $5.8M -33% 92k 62.91
Everest Re Group (RE) 0.1 $5.7M -5% 19k 301.48
Marriott International (MAR) 0.1 $5.7M +3% 32k 175.73
Schwab International Equity ETF (SCHF) 0.1 $5.7M +5% 163k 34.77
Linde (LIN) 0.1 $5.6M +7% 18k 319.46
Automatic Data Processing (ADP) 0.1 $5.6M -10% 27k 204.35
Ishares Tr Stock (EEM) 0.1 $5.5M -9% 121k 45.15
Steel Dynamics (STLD) 0.1 $5.4M +6% 65k 83.43
Schwab Strategic Tr Stock (SCHX) 0.1 $5.4M +110% 100k 53.84
Intercontinental Exchange (ICE) 0.1 $5.4M +9% 42k 127.01
Vanguard Scottsdale Fds Etf (VCSH) 0.1 $5.2M +2% 67k 78.09
3M Company (MMM) 0.1 $5.1M +3% 37k 139.46
Ssga Active Etf Tr Stock (TOTL) 0.1 $5.1M -36% 113k 44.77
Palo Alto Networks (PANW) 0.1 $5.0M +50% 8.1k 622.60
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.1 $5.0M +22% 91k 55.25
Vertiv Holdings Stock (VRT) 0.1 $5.0M 358k 14.00
Spdr Index Shs Fds Etf (RWO) 0.1 $5.0M 92k 54.01
Cme (CME) 0.1 $5.0M +84% 21k 237.87
Ametek (AME) 0.1 $4.9M +4% 37k 133.13
Analog Devices (ADI) 0.1 $4.9M 32k 152.45
Microchip Technology (MCHP) 0.1 $4.9M +2% 65k 75.14
Dbx Etf Tr Etf (DBEU) 0.1 $4.8M +18% 141k 34.42
Blackstone Stock (BX) 0.1 $4.8M +316% 38k 126.93
Ishares Tr Stock (ICSH) 0.1 $4.8M +17% 95k 50.15
Truist Financial Corp equities (TFC) 0.1 $4.7M -3% 83k 56.68
Vanguard Index Fds Etf (VXF) 0.1 $4.7M +1204% 28k 165.64
Iqvia Holdings (IQV) 0.1 $4.6M -6% 20k 231.24
Netflix (NFLX) 0.1 $4.6M -57% 13k 347.04
Schwab Strategic Tr Etf (SCHH) 0.1 $4.6M +18% 184k 24.89
Verizon Communications Stock (VZ) 0.1 $4.5M +882% 99k 45.50
Zimmer Holdings (ZBH) 0.1 $4.5M +59% 35k 127.95
Owl Rock Capital Corporation Stock (ORCC) 0.1 $4.4M +220% 298k 14.78
Regeneron Pharmaceuticals (REGN) 0.1 $4.4M -30% 6.2k 698.41
Wells Fargo & Company (WFC) 0.1 $4.4M +1454% 90k 48.46
Vanguard Bd Index Fds Etf (BIV) 0.1 $4.3M 52k 81.90
Ishares Tr Etf (USMV) 0.1 $4.2M +3% 54k 77.58
Ishares Tr Stock (PFF) 0.1 $4.2M +119% 115k 36.42
Goldman Sachs Bdc Stock (GSBD) 0.1 $4.2M -2% 214k 19.61
Spdr Index Shs Fds Stock (GNR) 0.1 $4.1M +6% 66k 62.78
Gilead Sciences (GILD) 0.1 $4.1M -6% 69k 59.43
Select Sector Spdr Tr Stock (XLK) 0.1 $4.1M +3% 42k 97.99
Vanguard Charlotte Fds Etf (BNDX) 0.1 $4.1M +6% 78k 52.45
Select Sector Spdr Tr Stock (XLE) 0.1 $4.1M -61% 53k 76.44
General Motors Company (GM) 0.1 $4.1M -7% 93k 43.73
Datadog Inc Cl A (DDOG) 0.1 $4.0M -2% 27k 151.47
Boston Scientific Corporation (BSX) 0.1 $4.0M -3% 90k 44.29
Becton, Dickinson and (BDX) 0.1 $4.0M +21% 17k 239.69
At&t Stock (T) 0.1 $4.0M +24% 179k 22.16
Vanguard Whitehall Fds Stock (VYM) 0.1 $3.9M +384% 35k 112.26
Bio-techne Corporation (TECH) 0.1 $3.9M +2% 9.0k 433.13
Enterprise Prods Partners L Stock (EPD) 0.1 $3.9M -49% 163k 23.80
Altria Group Stock (MO) 0.1 $3.8M +5% 74k 52.24
Discover Financial Services (DFS) 0.1 $3.8M -22% 34k 110.24
Applied Materials (AMAT) 0.1 $3.7M +5% 35k 108.13
Monro Stock (MNRO) 0.1 $3.6M 82k 44.34
Plug Power (PLUG) 0.1 $3.6M NEW 126k 28.60
Cdw (CDW) 0.1 $3.6M +108% 20k 178.86
Dbx Etf Tr Etf (DBEF) 0.1 $3.5M +3% 94k 37.72
Invesco Exchange Traded Fd T Stock (RSP) 0.1 $3.5M +65% 25k 142.77
Valero Energy Corporation (VLO) 0.1 $3.5M +2019% 35k 101.55
Ishares Tr Etf (IWD) 0.1 $3.5M +6% 79k 44.15
Avery Dennison Corporation (AVY) 0.1 $3.4M +40% 20k 173.95
Air Products & Chemicals (APD) 0.1 $3.4M -6% 14k 249.84
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $3.4M -13% 61k 55.95
FedEx Corporation (FDX) 0.1 $3.4M 15k 231.45
U.S. Bancorp (USB) 0.1 $3.4M 63k 53.14
International Business Machs Stock (IBM) 0.1 $3.3M +20% 29k 115.94
Marathon Pete Corp Stock (MPC) 0.1 $3.3M -76% 39k 85.47
Roper Industries (ROP) 0.0 $3.2M +55% 6.8k 472.02
Eaton (ETN) 0.0 $3.2M +3% 21k 151.84
Parker-Hannifin Corporation (PH) 0.0 $3.2M -15% 11k 283.87
Exelon Corporation (EXC) 0.0 $3.2M 67k 47.64
Cigna Corp (CI) 0.0 $3.2M -11% 13k 239.54

Past Filings by Cerity Partners

SEC 13F filings are viewable for Cerity Partners going back to 2016

View all past filings