HPM Partners

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

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Positions held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cerity Partners

Cerity Partners holds 1180 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Cerity Partners has 1180 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 Equities (VOO) 6.6 $598M +14% 1.7M 346.88
Spdr S&p 500 Etf Tr Ex Trd Eq Fd Put Option (SPY) 6.2 $557M -7% 1.5M 377.14
Apple (AAPL) 4.0 $365M +54% 2.7M 136.72
Ishares Tr Ex Trd Eq Fd (IVV) 3.4 $305M +22% 805k 379.15
Vanguard Tax-managed Intl Ex Trd Eq Fd (VEA) 3.3 $296M +59% 7.2M 40.80
Ishares Tr Ex Trd Eq Fd (IEFA) 2.9 $265M +25% 4.5M 58.85
Microsoft Corp Equities (MSFT) 2.5 $224M +54% 873k 256.83
Illinois Tool Works (ITW) 2.0 $182M -6% 1.0M 182.25
Ishares Tr Equities (IWB) 1.5 $135M +14% 648k 207.76
Alphabet Inc Class A cs (GOOGL) 1.0 $94M +157% 43k 2177.73
Ishares Equities (IEMG) 1.0 $91M +53% 1.9M 49.06
Johnson & Johnson Equities (JNJ) 1.0 $89M +71% 501k 177.51
Home Depot (HD) 1.0 $88M +81% 322k 274.22
Amazon (AMZN) 0.9 $83M +2075% 777k 106.11

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Jpmorgan Chase & Co Equities (JPM) 0.9 $82M +55% 727k 112.61
Cvs Health Corp Equities (CVS) 0.8 $71M +85% 768k 92.66
Vanguard World Fds Equities (VGT) 0.8 $70M 214k 326.12
Invesco Qqq Tr Ex Trd Eq Fd (QQQ) 0.8 $69M NEW 245k 280.69
Alphabet Equities (GOOG) 0.8 $68M -4% 31k 2183.42
Northern Trust Corporation (NTRS) 0.7 $67M -8% 693k 96.48
Ishares Tr Ex Trd Eq Fd (EFA) 0.7 $66M +30% 1.1M 62.49
UnitedHealth (UNH) 0.7 $64M +56% 124k 513.63
Ishares Tr Ex Trd Eq Fd (IJR) 0.7 $63M +4% 677k 92.41
GDS HLDGS Stock (GDS) 0.7 $62M 1.9M 33.39
Eli Lilly & Co. (LLY) 0.7 $62M +556% 191k 324.23
Ishares Tr Ex Trd Eq Fd (IGM) 0.6 $58M +3% 198k 294.39
Ishares Gold Tr Equities (IAU) 0.6 $58M +27% 1.7M 34.31
Vanguard Index Fds Ex Trd Eq Fd (VTV) 0.6 $56M +25% 422k 131.88
Chevron Corporation (CVX) 0.6 $54M +177% 370k 144.78
Vanguard Scottsdale Fds Stock (VONE) 0.6 $53M +56% 308k 171.83
Pepsico Equities (PEP) 0.6 $51M +80% 303k 166.66
Thermo Fisher Scientific (TMO) 0.5 $49M -11% 91k 543.30
Vanguard Intl Equity Index F Ex Trd Eq Fd (VWO) 0.5 $49M -17% 1.2M 41.65
Procter & Gamble Company (PG) 0.5 $48M +18% 331k 143.79
Berkshire Hathaway Inc Del Equities (BRK.B) 0.5 $47M +3% 174k 271.68
Spdr Gold Tr Ex Trd Eq Fd (GLD) 0.5 $45M -8% 265k 168.46
Ishares Tr Ex Trd Eq Fd (IJJ) 0.5 $44M +9921% 465k 94.41
Meta Platforms Equities (META) 0.5 $44M +20% 272k 160.98
Schwab Strategic Tr Equities (SCHM) 0.5 $44M +2% 699k 62.70
Merck & Co (MRK) 0.5 $44M +45% 479k 91.52
Cisco Sys Equities (CSCO) 0.5 $42M +77% 993k 42.64
Mastercard Incorporated Equities (MA) 0.5 $42M +355% 132k 315.49
Vanguard Mun Bd Fds Equities (VTEB) 0.4 $41M +365% 815k 49.92
Ishares Tr Equities (IWM) 0.4 $41M +19% 240k 169.35
Select Sector Spdr Tr Ex Trd Eq Fd (XLI) 0.4 $40M +70% 459k 87.34
Visa Equities (V) 0.4 $39M -14% 200k 196.89
Walt Disney Company (DIS) 0.4 $39M +47% 417k 94.40
Adobe Systems Incorporated (ADBE) 0.4 $39M +82% 108k 366.06
Select Sector Spdr Tr Ex Trd Eq Fd (XLF) 0.4 $39M +75% 1.2M 31.45
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.4 $39M 227k 170.03
Vanguard Scottsdale Fds Equities (VCSH) 0.4 $36M +615% 478k 76.25
Abbvie (ABBV) 0.4 $36M -13% 237k 153.15
McDonald's Corporation (MCD) 0.4 $35M +128% 143k 246.88
Ishares Tr Ex Td Bd (AGG) 0.4 $34M +106% 336k 101.68
Wal-Mart Stores (WMT) 0.4 $34M +448% 281k 121.58
United Parcel Service (UPS) 0.4 $33M +109% 180k 182.54
Wisdomtree Tr Ex Trd Eq Fd (DGS) 0.4 $33M NEW 731k 44.64
Bk Of America Corp Equities (BAC) 0.4 $32M +48% 1.0M 31.13
Tesla Equities (TSLA) 0.4 $32M +4% 47k 672.08
Spdr Ser Tr Ex Trd Eq Fd (SLYV) 0.3 $31M +4264% 426k 72.41
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $30M 357k 85.36
Nvidia Corporation Equities (NVDA) 0.3 $30M -18% 199k 151.51
Broadcom (AVGO) 0.3 $30M +54% 62k 485.81
Vanguard Index Fds Equities (VTI) 0.3 $30M +57% 158k 188.62
Golub Cap Bdc Stock (GBDC) 0.3 $29M -3% 2.3M 12.96
Exxon Mobil Corp Equities (XOM) 0.3 $29M +82% 343k 85.64
Costco Wholesale Corporation (COST) 0.3 $29M 60k 479.27
Discover Finl Svcs Equities (DFS) 0.3 $28M +762% 296k 94.58
Comcast Corp Equities (CMCSA) 0.3 $27M +66% 690k 39.24
Qualcomm (QCOM) 0.3 $26M 207k 127.15
Vanguard Intl Equity Index F Etf (VEU) 0.3 $26M -49% 525k 49.96
Pfizer (PFE) 0.3 $26M +119% 490k 52.43
Danaher Corporation (DHR) 0.3 $25M -11% 99k 253.52
Ishares Tr Tips Bd Etf (TIP) 0.3 $25M +56% 219k 113.91
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $25M -4% 243k 102.30
Norfolk Southern (NSC) 0.3 $25M +251% 109k 227.28
Emerson Electric (EMR) 0.3 $24M +252% 306k 79.54
Union Pacific Corporation (UNP) 0.3 $24M -7% 114k 213.27
Ishares Tr Etf (MUB) 0.3 $24M +249% 224k 106.35
Vanguard World Fds Equities (VHT) 0.3 $23M +2% 100k 234.64
Vanguard Index Fds Ex Trd Eq Fd (VNQ) 0.3 $23M +4% 251k 91.11
Bristol Myers Squibb (BMY) 0.2 $23M +18% 292k 77.13
Nextera Energy (NEE) 0.2 $22M -14% 290k 77.46
Ishares Tr Ex Trd Eq Fd (IQLT) 0.2 $22M NEW 724k 30.93
TJX Companies (TJX) 0.2 $22M +46% 393k 55.85
Verizon Communications (VZ) 0.2 $22M +334% 429k 50.75
Honeywell International (HON) 0.2 $22M -11% 125k 173.81
Ishares Tr Ex Td Bd (GVI) 0.2 $22M -4% 206k 105.55
Ishares Tr Stock (DSI) 0.2 $21M 298k 71.90
Schwab Charles Corp Equities (SCHW) 0.2 $21M +191% 337k 63.18
Amgen Equities (AMGN) 0.2 $21M +143% 87k 243.30
Ishares Tr Etf (IWV) 0.2 $21M +4% 96k 217.39
BlackRock (BLK) 0.2 $21M +116% 34k 609.07
First Tr Exchng Traded Fd Vi Ex Td Bd (DEED) 0.2 $21M NEW 906k 22.73
Lockheed Martin Corp Equities (LMT) 0.2 $21M +582% 48k 429.90
Goldman Sachs Etf Tr Equities (GSIE) 0.2 $21M +30% 740k 27.77
Ishares Tr Ex Trd Eq Fd (QUAL) 0.2 $21M +86% 183k 111.73
Accenture (ACN) 0.2 $20M -10% 73k 277.65
Schwab Strategic Tr Equities (SCHP) 0.2 $20M +196% 355k 55.76
Abbott Laboratories (ABT) 0.2 $19M +78% 175k 108.65
Ishares Tr Etf (ACWX) 0.2 $19M +50% 415k 45.00
Intel Corporation (INTC) 0.2 $19M +203% 496k 37.41
Dimensional Etf Trust Equities (DFAT) 0.2 $19M +3% 461k 40.22
Oracle Corporation (ORCL) 0.2 $19M +169% 265k 69.87
Chubb (CB) 0.2 $18M +50% 94k 196.80
Paychex (PAYX) 0.2 $18M +2% 161k 113.87
J P Morgan Exchange Traded F Ex Td Bd (JMST) 0.2 $18M NEW 361k 50.65
S&p Global Equities (SPGI) 0.2 $18M +22% 54k 336.19
Pimco Etf Tr Ex Td Bd (SMMU) 0.2 $18M NEW 360k 49.63
Vanguard Scottsdale Fds Etf (VTHR) 0.2 $18M +12% 105k 169.01
Eastman Chemical Company (EMN) 0.2 $18M +8479% 195k 90.53
Anthem (ANTM) 0.2 $17M +1569% 35k 482.54
Coca-Cola Company (KO) 0.2 $17M +122% 269k 63.11
Pimco Etf Tr Ex Td Bd (LDUR) 0.2 $17M NEW 176k 96.02
Ishares Tr Equities (HYG) 0.2 $17M +167% 229k 73.60
Raytheon Technologies Corp (RTX) 0.2 $17M NEW 176k 96.11
Ishares Tr Equities (EMB) 0.2 $17M +24% 196k 85.26
J P Morgan Exchange Traded F Ex Trd Eq Fd (JVAL) 0.2 $16M NEW 503k 32.11
Schwab Strategic Tr Ex Trd Eq Fd (SCHB) 0.2 $16M +34% 365k 44.19
Goldman Sachs (GS) 0.2 $16M +6% 53k 297.00
Vanguard Index Fds Equities (VXF) 0.2 $16M +324% 120k 131.10
Boston Scientific Corporation (BSX) 0.2 $16M +361% 415k 37.27
Kimberly-Clark Corporation (KMB) 0.2 $15M +749% 113k 136.09
Automatic Data Processing (ADP) 0.2 $15M +168% 73k 210.54
J P Morgan Exchange Traded F Ex Td Bd (JPST) 0.2 $15M NEW 306k 50.09
Prudential Financial (PRU) 0.2 $15M +1147% 159k 95.68
Advanced Micro Devices (AMD) 0.2 $15M +20% 196k 76.47
Deere & Company (DE) 0.2 $15M +47% 50k 299.68
Ishares Tr Ex Td Bd (SHY) 0.2 $15M +20% 181k 82.79
Vanguard Index Fds Ex Trd Eq Fd (VUG) 0.2 $15M -13% 66k 222.90
Steris Plc Ord equities (STE) 0.2 $15M 72k 206.14
Ishares Tr Stock (ACWI) 0.2 $15M +65% 176k 83.89
Masco Corporation (MAS) 0.2 $15M NEW 288k 50.60
Schwab Strategic Tr Equities (SCHE) 0.2 $14M +15% 545k 25.37
Cigna Corp Equities (CI) 0.2 $14M +293% 52k 263.54
Ishares Tr Ex Trd Eq Fd (IJS) 0.2 $14M +33% 154k 89.04
Truist Financial Corp equities (TFC) 0.1 $14M +244% 285k 47.43
Spdr Ser Tr Ex Td Bd (SPSB) 0.1 $13M +131% 452k 29.73
Salesforce Equities (CRM) 0.1 $13M -2% 81k 164.97
Ishares Msci Eurzone Etf (EZU) 0.1 $13M +2% 365k 36.35
Ishares Tr Ex Trd Eq Fd (IJH) 0.1 $13M +104% 58k 226.23
Texas Instrs Equities (TXN) 0.1 $13M +44% 84k 153.65
First Tr Exchng Traded Fd Vi Expanded Technol (XPND) 0.1 $13M NEW 786k 15.99
Ishares Tr Ex Td Bd (STIP) 0.1 $12M NEW 121k 101.43
Starbucks Corporation (SBUX) 0.1 $12M +20% 160k 76.38
Ishares Tr Ex Trd Eq Fd (IVW) 0.1 $12M +126% 201k 60.35
Dominion Energy Equities (D) 0.1 $12M +708% 151k 79.34
Sherwin-Williams Company (SHW) 0.1 $12M -6% 53k 223.92
Vanguard Intl Equity Index F Equities (VT) 0.1 $12M +79% 139k 85.34
Ishares Tr Ex Trd Eq Fd (IWD) 0.1 $12M 80k 144.96
Nike (NKE) 0.1 $12M +58% 113k 102.11
Jabil Circuit (JBL) 0.1 $11M NEW 223k 51.21
Camden Ppty Tr Stock (CPT) 0.1 $11M -43% 83k 134.47
Ishares Tr Ex Trd Eq Fd (EEM) 0.1 $11M +122% 268k 40.10
Ishares Tr Ex Trd Eq Fd (ICF) 0.1 $11M +12% 177k 60.77
McKesson Corporation (MCK) 0.1 $11M +624% 33k 326.61
Lauder Estee Cos Equities (EL) 0.1 $11M +7% 42k 253.85
Schwab Strategic Tr Equities (SCHH) 0.1 $11M +175% 506k 21.09
Spdr Dow Jones Indl Average Equities (DIA) 0.1 $11M +37% 35k 306.94
Prologis (PLD) 0.1 $11M +4% 90k 117.66
Alibaba Group Hldg Equities (BABA) 0.1 $11M +6% 93k 113.40
Alphatec Hldgs Stock (ATEC) 0.1 $10M 1.6M 6.54
Lam Research Corporation (LRCX) 0.1 $10M +610% 24k 427.28
BorgWarner (BWA) 0.1 $10M +590% 299k 33.37
Vanguard Index Fds Ex Trd Eq Fd (VB) 0.1 $9.9M 56k 176.11
Cintas Corporation (CTAS) 0.1 $9.9M -3% 27k 373.54
Vanguard Specialized Funds Equities (VIG) 0.1 $9.8M +171% 68k 143.37
Fiserv (FISV) 0.1 $9.7M +705% 109k 88.97
Schwab Strategic Tr Equities (SCHA) 0.1 $9.5M +32% 244k 38.89
Fifth Third Ban (FITB) 0.1 $9.5M +2% 282k 33.60
Boeing Equities (BA) 0.1 $9.4M -19% 69k 136.73
American Tower Reit (AMT) 0.1 $9.4M +4% 37k 255.61
Ishares Tr Equities (LQD) 0.1 $9.3M -28% 85k 110.02
Nxp Semiconductors N V (NXPI) 0.1 $9.3M -13% 63k 148.04
Kinder Morgan Inc Del Equities (KMI) 0.1 $9.2M -11% 551k 16.71
Stryker Corporation (SYK) 0.1 $9.2M -2% 46k 199.25
Medtronic (MDT) 0.1 $9.2M +14% 102k 89.88
Philip Morris Intl Equities (PM) 0.1 $9.1M +16% 92k 98.93
Travelers Companies (TRV) 0.1 $9.1M NEW 54k 169.14
Generac Hldgs Equities (GNRC) 0.1 $9.1M 43k 210.08
Ishares Tr Ex Td Bd (ISTB) 0.1 $9.0M NEW 189k 47.40
Mondelez Int (MDLZ) 0.1 $8.9M -7% 144k 62.21
Marathon Petroleum Corp (MPC) 0.1 $8.9M +179% 108k 82.20
Vanguard Star Fds Equities (VXUS) 0.1 $8.8M +3% 171k 51.60
Invesco Exch Traded Fd Tr Ii Etf (PGHY) 0.1 $8.8M +2% 459k 19.27
Marsh & McLennan Companies (MMC) 0.1 $8.8M -39% 57k 155.25
Genuine Parts Company (GPC) 0.1 $8.8M +2750% 66k 133.24
Ishares Tr Stock (SUB) 0.1 $8.6M NEW 82k 104.67
American Water Works (AWK) 0.1 $8.5M +13% 57k 148.77
Intuit (INTU) 0.1 $8.3M +7% 22k 385.46
Citigroup Equities (C) 0.1 $8.3M -4% 181k 45.98
Canadian Natl Ry (CNI) 0.1 $8.3M +1041% 74k 112.46
International Business Machs Equities (IBM) 0.1 $8.2M +103% 58k 141.19
Altria (MO) 0.1 $8.1M +160% 192k 42.29
Servicenow (NOW) 0.1 $8.1M +57% 17k 475.53
Ishares Tr Equities (IWF) 0.1 $8.0M +12% 37k 217.58
First Rep Bk San Francisco C Stock (FRC) 0.1 $7.9M -30% 55k 144.19
Becton, Dickinson and (BDX) 0.1 $7.8M +91% 32k 246.52
Vanguard Index Fds Equities (VO) 0.1 $7.8M +9% 40k 196.47
Spdr S&p Midcap 400 Etf Tr Etf (MDY) 0.1 $7.7M -4% 19k 413.52
Ishares Tr Ex Trd Eq Fd (IWR) 0.1 $7.7M +15% 118k 64.66
Autodesk (ADSK) 0.1 $7.6M +555% 44k 171.95
Ishares Tr Equities (USRT) 0.1 $7.6M +310% 142k 53.37
Maximus Stock (MMS) 0.1 $7.5M +30% 120k 62.50
Ishares Tr Ex Trd Eq Fd (IVE) 0.1 $7.3M +31% 53k 137.47
Walgreens Boots Alliance Equities (WBA) 0.1 $7.3M 193k 37.90
Select Sector Spdr Tr Ex Trd Eq Fd (XLK) 0.1 $7.2M +35% 57k 127.11
Schwab Strategic Tr Equities (SCHX) 0.1 $7.1M +59% 160k 44.59
Broadmark Rlty Cap Stock (BRMK) 0.1 $7.0M -32% 1.0M 6.71
General Dynamics Corporation (GD) 0.1 $7.0M +151% 32k 221.96
3M Equities (MMM) 0.1 $6.9M +45% 54k 129.40
Viacomcbs (PARA) 0.1 $6.9M -15% 279k 24.69
Kroger (KR) 0.1 $6.9M +1273% 145k 47.34
Allogene Therapeutics Stock (ALLO) 0.1 $6.9M -14% 601k 11.40
Paypal Holdings (PYPL) 0.1 $6.8M -50% 98k 69.83
PNC Financial Services (PNC) 0.1 $6.8M +195% 43k 157.78
Spdr Ser Tr Equities (SPIP) 0.1 $6.7M +952% 245k 27.52
Vanguard Bd Index Fds Equities (BND) 0.1 $6.7M -66% 89k 75.26
Crown Castle Intl (CCI) 0.1 $6.4M +16% 38k 168.37
Caterpillar (CAT) 0.1 $6.4M +133% 36k 178.76
Linde Equities (LIN) 0.1 $6.3M +25% 22k 286.04
Jacobs Engineering (J) 0.1 $6.3M -56% 50k 127.14
Solaredge Technologies Stock (SEDG) 0.1 $6.3M -40% 23k 273.69
At&t Equities (T) 0.1 $6.3M +67% 300k 20.96
Ishares Tr Etf (OEF) 0.1 $6.2M -52% 36k 172.47
Spdr Ser Tr Equities (SPTL) 0.1 $6.2M +18% 188k 33.05
Ameriprise Financial (AMP) 0.1 $6.2M +2% 26k 237.68
Dollar Tree (DLTR) 0.1 $6.2M NEW 40k 155.85
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $6.1M 92k 66.40
Dover Corporation (DOV) 0.1 $6.0M -12% 50k 121.32
Valero Energy Corp Equities (VLO) 0.1 $6.0M +63% 56k 106.28
Everest Re Group Stock (RE) 0.1 $5.9M +10% 21k 280.28
Cummins (CMI) 0.1 $5.6M +669% 29k 193.55
Enterprise Products Partners (EPD) 0.1 $5.6M +41% 230k 24.37
Gilead Sciences Equities (GILD) 0.1 $5.5M +29% 90k 61.77
Fortinet (FTNT) 0.1 $5.5M NEW 97k 56.59
Vaneck Etf Trust Etf (MOAT) 0.1 $5.5M 86k 63.73
Ishares Tr Ex Trd Eq Fd (DVY) 0.1 $5.5M +66% 47k 117.66
Wells Fargo Equities (WFC) 0.1 $5.4M +52% 137k 39.17
Ishares Tr Equities (ICSH) 0.1 $5.3M +12% 106k 50.04
Schwab Strategic Tr Equities (FNDA) 0.1 $5.2M 116k 45.16
Enbridge (ENB) 0.1 $5.2M -44% 124k 42.21
Applied Matls Equities (AMAT) 0.1 $5.2M +67% 58k 90.35
Regeneron Pharmaceuticals Stock (REGN) 0.1 $5.2M +41% 8.8k 591.08
L3harris Technologies (LHX) 0.1 $5.2M +255% 21k 241.77
Schwab Strategic Tr Equities (SCHF) 0.1 $5.2M 164k 31.42
Northrop Grumman Corporation (NOC) 0.1 $5.1M +181% 11k 478.55
Xcel Energy (XEL) 0.1 $5.1M +1374% 72k 70.86
Udr (UDR) 0.1 $5.1M NEW 110k 46.03
Taiwan Semiconductor Mfg (TSM) 0.1 $5.1M +147% 62k 81.78

Past Filings by Cerity Partners

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

View all past filings