HPM Partners

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cerity Partners

Companies in the Cerity Partners portfolio as of the March 2021 quarterly 13F filing

Cerity Partners has 658 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Illinois Tool Wks Stock (ITW) 8.4 $285M 1.3M 221.52
Vanguard Index Fds Etf (VOO) 5.0 $168M +31% 460k 364.30
GDS HLDGS Stock (GDS) 4.5 $152M +16% 1.9M 81.09
Apple Stock (AAPL) 4.0 $133M +2% 1.1M 122.15
Spdr S&p 500 Etf Tr Etf (SPY) 3.8 $130M +2% 328k 396.33
Ishares Tr Etf (IEFA) 2.9 $98M +35% 1.4M 72.05
Northern Tr Corp Stock (NTRS) 2.7 $90M +3% 853k 105.11
Microsoft Corp Stock (MSFT) 2.0 $68M 290k 235.77
Amazon Stock (AMZN) 1.5 $51M 17k 3094.09
Broadmark Rlty Cap Stock (BRMK) 1.4 $46M +3% 4.4M 10.46
Jpmorgan Chase & Co Stock (JPM) 1.3 $43M -2% 280k 152.23
Facebook Stock (FB) 1.0 $35M -15% 117k 294.53
Ishares Tr Etf (IWM) 1.0 $34M +13% 155k 220.94
Alphabet Stock (GOOG) 1.0 $34M 16k 2068.61

Setup an alert

HPM Partners will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Ishares Tr Etf (EFA) 1.0 $34M +3% 442k 75.87
Home Depot Stock (HD) 1.0 $33M 109k 305.25
Alphatec Hldgs Stock (ATEC) 1.0 $32M -14% 2.0M 15.79
Disney Walt Stock (DIS) 1.0 $32M +13% 174k 184.52
Thermo Fisher Scientific Stock (TMO) 0.9 $31M -4% 67k 456.38
Visa Stock (V) 0.8 $28M 131k 211.73
Ishares Etf (IEMG) 0.8 $27M +8% 425k 64.36
Vanguard Index Fds Etf (VTV) 0.8 $27M +9% 207k 131.46
Ishares Tr Etf (IVV) 0.8 $27M 68k 397.82
Alphabet Stock (GOOGL) 0.8 $26M -3% 13k 2062.54
Cisco Sys Stock (CSCO) 0.7 $25M 483k 51.71
Golub Cap Bdc Stock (GBDC) 0.7 $23M -16% 1.6M 14.62
Qualcomm Stock (QCOM) 0.7 $23M +10% 171k 132.59
Paypal Hldgs Stock (PYPL) 0.7 $22M -3% 92k 242.84
Alibaba Group Hldg Stock (BABA) 0.6 $21M -10% 93k 226.73
Nvidia Corporation Stock (NVDA) 0.6 $20M -6% 38k 533.93
Ishares Tr Etf (GVI) 0.6 $20M +4% 170k 114.86
Johnson & Johnson Stock (JNJ) 0.6 $19M -2% 116k 164.35
Honeywell Intl Stock (HON) 0.6 $19M 87k 217.07
Vanguard Index Fds Etf (VUG) 0.6 $19M +50% 73k 257.04
Procter And Gamble Stock (PG) 0.5 $18M 133k 135.43
Berkshire Hathaway Inc Del Stock (BRK.B) 0.5 $18M -4% 71k 255.46
Salesforce Stock (CRM) 0.5 $18M -7% 83k 211.87
Schwab Strategic Tr Etf (SCHE) 0.5 $17M 544k 31.78
Vanguard Tax-managed Intl Etf (VEA) 0.5 $17M 345k 49.11
Pepsico Stock (PEP) 0.5 $17M -9% 118k 141.45
Goldman Sachs Etf Tr Etf (GSIE) 0.5 $16M 491k 33.04
Cantel Med Corp Stock 0.5 $16M 201k 79.84
Danaher Corporation Stock (DHR) 0.5 $16M 69k 225.08
Costco Whsl Corp Stock (COST) 0.4 $15M 42k 352.48
Schwab Strategic Tr Etf (SCHZ) 0.4 $15M +3% 272k 53.95
Paychex Stock (PAYX) 0.4 $15M 148k 98.02
Unitedhealth Group Stock (UNH) 0.4 $14M -3% 39k 372.08
Generac Hldgs Stock (GNRC) 0.4 $14M -11% 43k 327.45
Bristol-myers Squibb Stock (BMY) 0.4 $14M 213k 63.13
Bk Of America Corp Stock (BAC) 0.4 $13M +33% 346k 38.69
Abbvie Stock (ABBV) 0.4 $13M 118k 108.22
Cvs Health Corp Stock (CVS) 0.4 $13M +7% 169k 75.23
Starbucks Corp Stock (SBUX) 0.4 $13M 116k 109.27
Lauder Estee Cos Stock (EL) 0.4 $13M 44k 290.85
Vanguard Scottsdale Fds Etf (VGIT) 0.4 $13M +6% 187k 67.23
Vanguard Index Fds Etf (VNQ) 0.4 $12M 132k 91.86
Boeing Stock (BA) 0.4 $12M +100% 47k 254.72
Intuit Stock (INTU) 0.3 $12M -3% 30k 383.06
Ishares Tr Etf (LQD) 0.3 $12M +71% 89k 130.05
Adobe Systems Incorporated Stock (ADBE) 0.3 $12M -10% 24k 475.37
Goldman Sachs Group Stock (GS) 0.3 $12M 35k 327.00
Sherwin Williams Stock (SHW) 0.3 $12M +3% 16k 738.04
Vanguard Intl Equity Index F Etf (VWO) 0.3 $11M +17% 213k 52.05
Verizon Communications Stock (VZ) 0.3 $11M -2% 186k 58.15
Citigroup Stock (C) 0.3 $11M +3% 148k 72.75
Abbott Labs Stock (ABT) 0.3 $11M 88k 119.83
Spdr Gold Tr Etf (GLD) 0.3 $10M -12% 63k 159.97
Invesco Qqq Tr Etf (QQQ) 0.3 $9.9M +5% 31k 319.12
Dow Stock (DOW) 0.3 $9.9M 154k 63.94
Cintas Corp Stock (CTAS) 0.3 $9.7M 29k 341.32
Ishares Tr Etf (HYG) 0.3 $9.7M 111k 87.18
Stryker Corporation Stock (SYK) 0.3 $9.6M 40k 243.57
Ishares Tr Stock (LRGF) 0.3 $9.5M -2% 234k 40.64
Walmart Stock (WMT) 0.3 $9.4M +2% 69k 135.84
Merck & Co Stock (MRK) 0.3 $9.1M -5% 119k 77.09
Ishares Tr Closed End Fund (MUB) 0.3 $9.1M +4% 78k 116.05
Accenture Plc Ireland Stock (ACN) 0.3 $9.1M +6% 33k 276.25
Ishares Tr Etf (IBB) 0.3 $9.0M 60k 150.56
Nxp Semiconductors N V Stock (NXPI) 0.3 $9.0M +334% 45k 201.34
Ishares Tr Etf (ICF) 0.3 $9.0M 156k 57.81
Ishares Etf (EPP) 0.3 $9.0M -13% 179k 50.23
Ishares Tr Etf (IVW) 0.3 $8.9M -2% 137k 65.11
Fifth Third Bancorp Stock (FITB) 0.3 $8.7M 233k 37.45
Invesco Exch Traded Fd Tr Ii Etf (PGHY) 0.3 $8.7M +5% 392k 22.10
Marathon Pete Corp Stock (MPC) 0.3 $8.6M +559% 161k 53.49
Ishares Tr Etf (EMB) 0.3 $8.5M 78k 108.88
Prologis Reit (PLD) 0.3 $8.5M -2% 80k 106.00
Exxon Mobil Corp Stock (XOM) 0.3 $8.5M 152k 55.83
Ishares Tr Etf (IWR) 0.2 $8.4M 114k 73.93
Intel Corp Stock (INTC) 0.2 $8.3M -46% 130k 64.00
Pfizer Stock (PFE) 0.2 $8.3M -4% 229k 36.23
Texas Instrs Stock (TXN) 0.2 $8.2M -3% 44k 188.99
Chubb Stock (CB) 0.2 $8.1M +4% 51k 157.97
American Wtr Wks Stock (AWK) 0.2 $8.0M -4% 53k 149.91
Ishares Tr Etf (SHY) 0.2 $8.0M 93k 86.25
3M Stock (MMM) 0.2 $7.9M 41k 192.69
Nike Stock (NKE) 0.2 $7.7M -2% 58k 132.89
Medtronic Stock (MDT) 0.2 $7.7M -4% 65k 118.13
Tjx Cos Stock (TJX) 0.2 $7.6M 115k 66.15
Norfolk Southn Corp Stock (NSC) 0.2 $7.5M 28k 268.51
Teleflex Incorporated Stock (TFX) 0.2 $7.3M 18k 415.44
Emerson Elec Stock (EMR) 0.2 $7.3M 80k 90.22
Ameriprise Finl Stock (AMP) 0.2 $7.0M -4% 30k 232.44
Autodesk Stock (ADSK) 0.2 $6.9M -14% 25k 277.15
Schwab Strategic Tr Etf (SCHP) 0.2 $6.9M -3% 112k 61.16
Unity Software Stock (U) 0.2 $6.8M NEW 68k 100.31
Enterprise Prods Partners L Master Limited Partnership (EPD) 0.2 $6.8M -17% 308k 22.02
American Tower Corp Reit (AMT) 0.2 $6.7M -39% 28k 239.07
Philip Morris Intl Stock (PM) 0.2 $6.6M -2% 74k 88.74
Raytheon Technologies Corp Stock (RTX) 0.2 $6.6M -15% 85k 77.27
Tesla Stock (TSLA) 0.2 $6.5M -8% 9.7k 667.94
Spdr Ser Tr Etf (SPTL) 0.2 $6.2M NEW 159k 38.98
Dover Corp Stock (DOV) 0.2 $6.2M 45k 137.13
Vaneck Vectors Etf Tr Etf (MOAT) 0.2 $6.1M 88k 69.27
Union Pac Corp Stock (UNP) 0.2 $6.0M +3% 27k 220.39
Ishares Tr Etf (EEM) 0.2 $5.9M -4% 111k 53.34
Comcast Corp Stock (CMCSA) 0.2 $5.8M 106k 54.11
Amgen Stock (AMGN) 0.2 $5.5M -6% 22k 248.79
Oracle Corp Stock (ORCL) 0.2 $5.4M +2% 77k 70.18
Nextera Energy Stock (NEE) 0.2 $5.4M -7% 71k 75.60
Monro Stock (MNRO) 0.2 $5.4M 82k 65.80
Spdr S&p Midcap 400 Etf Tr Etf (MDY) 0.2 $5.2M 11k 476.07
Gilead Sciences Stock (GILD) 0.2 $5.1M 80k 64.63
Schwab Strategic Tr Etf (SCHH) 0.2 $5.1M +2% 124k 41.09
Becton Dickinson & Co Stock (BDX) 0.1 $5.1M 21k 243.15
Boston Scientific Corp Stock (BSX) 0.1 $5.0M -11% 129k 38.65
Crown Castle Intl Corp Reit (CCI) 0.1 $4.9M +5% 29k 172.12
Zimmer Biomet Holdings Stock (ZBH) 0.1 $4.9M +145% 31k 160.08
Mastercard Incorporated Stock (MA) 0.1 $4.9M +4% 14k 356.02
Coca Cola Stock (KO) 0.1 $4.9M 93k 52.71
Ishares Tr Etf (IJH) 0.1 $4.8M 19k 260.30
Truist Finl Corp Stock (TFC) 0.1 $4.8M +4% 83k 58.32
Vanguard Scottsdale Fds Etf (VCSH) 0.1 $4.8M -8% 58k 82.50
Mcdonalds Corp Stock (MCD) 0.1 $4.7M 21k 224.13
Wells Fargo Stock (WFC) 0.1 $4.6M 119k 39.07
Broadcom Stock (AVGO) 0.1 $4.6M +3% 9.9k 463.68
Vanguard Index Fds Etf (VB) 0.1 $4.6M +108% 22k 214.06
At&t Stock (T) 0.1 $4.6M -7% 152k 30.27
Vanguard Charlotte Fds Etf (BNDX) 0.1 $4.6M -20% 80k 57.12
Ishares Tr Etf (IWB) 0.1 $4.5M +6% 20k 223.82
Dbx Etf Tr Etf (DBEU) 0.1 $4.4M -6% 136k 32.42
Cme Group Stock (CME) 0.1 $4.3M -4% 21k 204.21
Everest Re Group Stock (RE) 0.1 $4.3M +6% 17k 247.82
Kinder Morgan Inc Del Stock (KMI) 0.1 $4.2M +1563% 255k 16.65
Linde Stock (LIN) 0.1 $4.2M 15k 280.13
Ishares Tr Etf (IJR) 0.1 $4.2M +5% 39k 108.53
Datadog Stock (DDOG) 0.1 $4.1M NEW 49k 83.35
Ametek Stock (AME) 0.1 $4.1M 32k 127.72
Marriott Intl Stock (MAR) 0.1 $4.1M +4% 28k 148.10
Chevron Corp Stock (CVX) 0.1 $3.9M -54% 37k 104.80
Price T Rowe Group Stock (TROW) 0.1 $3.9M -3% 23k 171.62
Deere & Co Stock (DE) 0.1 $3.8M 10k 374.12
Camden Ppty Tr Reit (CPT) 0.1 $3.8M NEW 35k 109.90
Intercontinental Exchange In Stock (ICE) 0.1 $3.8M -5% 34k 111.69
Spdr Index Shs Fds Etf (RWO) 0.1 $3.8M +5% 80k 47.22
Immunome Stock (IMNM) 0.1 $3.7M -9% 110k 33.88
Spdr Dow Jones Indl Average Etf (DIA) 0.1 $3.7M +32% 11k 330.18
Parker-hannifin Corp Stock (PH) 0.1 $3.7M +2% 12k 315.39
Fortinet Stock (FTNT) 0.1 $3.6M 20k 184.42
Fedex Corp Stock (FDX) 0.1 $3.5M 12k 284.04
Exelon Corp Stock (EXC) 0.1 $3.5M 79k 43.74
Us Bancorp Del Stock (USB) 0.1 $3.4M +10% 62k 55.31
Microchip Technology Stock (MCHP) 0.1 $3.4M +13% 22k 155.20
Discover Finl Svcs Stock (DFS) 0.1 $3.4M -10% 36k 94.99
Ishares Tr Etf (ACWI) 0.1 $3.4M -3% 36k 95.15
Eaton Corp Stock (ETN) 0.1 $3.3M -9% 24k 138.30
Solaredge Technologies Stock (SEDG) 0.1 $3.3M +30% 12k 287.44
Air Prods & Chems Stock (APD) 0.1 $3.3M +65% 12k 281.37
Dbx Etf Tr Etf (DBEF) 0.1 $3.3M -6% 91k 36.31
United Parcel Service Stock (UPS) 0.1 $3.3M -8% 19k 170.01
General Mtrs Stock (GM) 0.1 $3.2M +188% 57k 57.46
Xilinx Stock (XLNX) 0.1 $3.2M 26k 123.92
Ishares Tr Etf (SCZ) 0.1 $3.2M +3% 44k 71.84
Vanguard Whitehall Fds Etf (VYM) 0.1 $3.1M -16% 31k 101.09
Analog Devices Stock (ADI) 0.1 $3.1M +4% 20k 155.06
Verisk Analytics Stock (VRSK) 0.1 $3.1M +2% 17k 176.70
Schwab Strategic Tr Etf (SCHX) 0.1 $3.0M +2% 32k 96.04
Iqvia Hldgs Stock (IQV) 0.1 $3.0M 16k 193.17
Phillips 66 Stock (PSX) 0.1 $3.0M +40% 37k 81.55
Fidelity Natl Information Sv Stock (FIS) 0.1 $3.0M +39% 21k 140.62
Netflix Stock (NFLX) 0.1 $3.0M -16% 5.7k 521.59
Cigna Corp Stock (CI) 0.1 $3.0M +14% 12k 241.72
Edwards Lifesciences Corp Stock (EW) 0.1 $2.9M 35k 83.65
Trane Technologies Stock (TT) 0.1 $2.9M +6% 18k 165.58
International Business Machs Stock (IBM) 0.1 $2.9M +4% 22k 133.27
Vanguard Index Fds Etf (VTI) 0.1 $2.9M +12% 14k 206.69
Clarivate Stock (CLVT) 0.1 $2.9M 110k 26.39
Hannon Armstrong Sust Infr C Stock (HASI) 0.1 $2.9M 51k 56.10
Safehold Stock (SAFE) 0.1 $2.9M NEW 41k 70.10
Bio-techne Corp Stock (TECH) 0.1 $2.8M 7.4k 381.96
Schwab Strategic Tr Etf (SCHO) 0.1 $2.8M -5% 55k 51.32
Ihs Markit Stock (INFO) 0.1 $2.8M +5% 29k 96.79
Fortress Trans Infrst Invs L Master Limited Partnership (FTAI) 0.1 $2.8M NEW 99k 28.19
Vanguard Index Fds Etf (VO) 0.1 $2.8M +3% 13k 221.36
Vanguard Index Fds Etf (VOT) 0.1 $2.8M 13k 214.57
Regeneron Pharmaceuticals Stock (REGN) 0.1 $2.7M 5.8k 473.18
Grainger W W Stock (GWW) 0.1 $2.7M -9% 6.8k 400.91
Twilio Stock (TWLO) 0.1 $2.7M +66% 7.8k 340.76
Mondelez Intl Stock (MDLZ) 0.1 $2.6M -8% 45k 58.52
Ishares Tr Etf (IWD) 0.1 $2.6M +16% 17k 151.56
Plantronics Stock (POLY) 0.1 $2.5M 64k 38.91
Huntington Bancshares Stock (HBAN) 0.1 $2.5M -14% 158k 15.72
Select Sector Spdr Tr Etf (XLK) 0.1 $2.5M +7% 19k 132.83
Acadia Healthcare Company In Stock (ACHC) 0.1 $2.5M 43k 57.14
Kimberly-clark Corp Stock (KMB) 0.1 $2.4M -2% 17k 139.06
Altria Group Stock (MO) 0.1 $2.4M 47k 51.16
Keycorp Stock (KEY) 0.1 $2.4M 119k 19.98
Caterpillar Stock (CAT) 0.1 $2.4M -77% 10k 231.82
Applied Matls Stock (AMAT) 0.1 $2.4M -24% 18k 133.58
Automatic Data Processing In Stock (ADP) 0.1 $2.4M 13k 188.47
Skyworks Solutions Stock (SWKS) 0.1 $2.3M -6% 13k 183.51
Lilly Eli & Co Stock (LLY) 0.1 $2.3M -8% 12k 186.81
Fortive Corp Stock (FTV) 0.1 $2.3M +7% 33k 70.65
Adaptive Biotechnologies Cor Stock (ADPT) 0.1 $2.3M +26% 57k 40.25
Servicenow Stock (NOW) 0.1 $2.3M +52% 4.5k 500.11
Aptiv Stock (APTV) 0.1 $2.3M +537% 16k 137.89
Vanguard Bd Index Fds Etf (BIV) 0.1 $2.3M +18% 26k 88.74
Avery Dennison Corp Stock (AVY) 0.1 $2.2M +43% 12k 183.67
Morgan Stanley Stock (MS) 0.1 $2.2M -3% 28k 77.65
Guardant Health Stock (GH) 0.1 $2.2M 14k 152.62
Pnc Finl Svcs Group Stock (PNC) 0.1 $2.2M -13% 12k 175.38
Heico Corp Stock (HEI.A) 0.1 $2.1M +14% 19k 113.58
Dbx Etf Tr Etf (DBEM) 0.1 $2.1M 74k 28.73
Ishares Etf (EWJ) 0.1 $2.1M -10% 31k 68.52
Catalent Stock (CTLT) 0.1 $2.1M -7% 20k 105.31
Viacomcbs Stock (VIAC) 0.1 $2.1M 46k 45.10
Ishares Tr Etf (CRBN) 0.1 $2.1M +5% 13k 156.15
Equinix Reit (EQIX) 0.1 $2.1M +2% 3.0k 679.74
Ishares Tr Etf (ACWX) 0.1 $2.1M +79% 37k 55.18
Okta Stock (OKTA) 0.1 $2.1M +169% 9.3k 220.43
Snap On Stock (SNA) 0.1 $2.0M +5% 8.9k 230.74
General Mls Stock (GIS) 0.1 $2.0M 33k 61.32
Ishares Tr Etf (IWF) 0.1 $2.0M +3% 8.2k 243.02
Lincoln Elec Hldgs Stock (LECO) 0.1 $2.0M 16k 122.96
Aon Stock (AON) 0.1 $2.0M -6% 8.6k 230.07
Genmab A/s Stock (GMAB) 0.1 $2.0M -4% 60k 32.84
Lockheed Martin Corp Stock (LMT) 0.1 $1.9M -5% 5.3k 369.55
Ishares Tr Etf (IEUR) 0.1 $1.9M -14% 36k 53.97
Ishares Tr Etf (ITOT) 0.1 $1.9M +11% 21k 91.59
Colgate Palmolive Stock (CL) 0.1 $1.9M 24k 78.83
Bwx Technologies Stock (BWXT) 0.1 $1.9M 29k 65.93
Ishares Tr Etf (OEF) 0.1 $1.9M +2% 11k 179.86
Chart Inds Stock (GTLS) 0.1 $1.9M +8% 13k 142.34
Yum Brands Stock (YUM) 0.1 $1.9M -16% 17k 108.18
Ansys Stock (ANSS) 0.1 $1.9M -4% 5.5k 339.55
Oreilly Automotive Stock (ORLY) 0.1 $1.8M 3.6k 507.37
Fiserv Stock (FISV) 0.1 $1.8M -3% 15k 119.06
Spdr Ser Tr Etf (SPYG) 0.1 $1.8M -3% 31k 56.41
American Well Corp Stock (AMWL) 0.1 $1.8M NEW 102k 17.37
Clover Health Investments Stock (CLOV) 0.1 $1.7M NEW 230k 7.56

Past Filings by Cerity Partners

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

View all past filings