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

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

Cerity Partners has 708 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) 6.4 $291M 1.3M 223.56
Spdr S&p 500 Etf Tr Etf (SPY) 6.1 $278M +7% 650k 428.06
Apple Stock (AAPL) 4.2 $192M 1.4M 136.96
Vanguard Index Fds Etf (VOO) 4.1 $189M +11% 480k 393.52
GDS HLDGS Stock (GDS) 3.2 $147M 1.9M 78.49
Microsoft Corp Stock (MSFT) 2.7 $122M 452k 270.90
Ishares Tr Etf (IEFA) 2.5 $116M +14% 1.6M 74.86
Northern Tr Corp Stock (NTRS) 2.3 $106M +7% 914k 115.62
Amazon Stock (AMZN) 2.1 $96M +3% 28k 3440.18
Alphabet Stock (GOOG) 1.6 $74M 30k 2506.30
Jpmorgan Chase & Co Stock (JPM) 1.3 $60M +7% 386k 155.54
Facebook Stock (FB) 1.3 $60M +5% 173k 347.71
Nvidia Corporation Stock (NVDA) 1.1 $51M +4% 64k 800.09
Vanguard Intl Equity Index F Etf (VEU) 1.1 $51M 798k 63.39

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Visa Stock (V) 1.0 $48M -2% 205k 233.82
Thermo Fisher Scientific Stock (TMO) 1.0 $47M +2% 93k 504.47
Home Depot Stock (HD) 1.0 $47M -7% 146k 318.89
Broadmark Rlty Cap Stock (BRMK) 1.0 $44M -4% 4.2M 10.59
Paypal Hldgs Stock (PYPL) 0.9 $43M 149k 291.48
Johnson & Johnson Stock (JNJ) 0.9 $41M 246k 164.74
Disney Walt Stock (DIS) 0.8 $36M +2% 207k 175.77
Honeywell Intl Stock (HON) 0.8 $35M 159k 219.34
Ishares Tr Etf (EFA) 0.7 $34M +2% 433k 78.88
Bk Of America Corp Stock (BAC) 0.7 $34M 821k 41.23
Ishares Tr Etf (IVV) 0.7 $33M +6% 76k 429.92
Alphabet Stock (GOOGL) 0.7 $32M +2% 13k 2441.77
Ishares Tr Etf (IWM) 0.7 $30M -3% 131k 229.37
Danaher Corporation Stock (DHR) 0.7 $30M -7% 112k 268.36
Procter And Gamble Stock (PG) 0.7 $30M 221k 134.93
Adobe Systems Incorporated Stock (ADBE) 0.6 $29M 50k 585.64
Spdr Gold Tr Etf (GLD) 0.6 $28M -4% 170k 165.63
Vanguard Index Fds Etf (VTV) 0.6 $27M -3% 196k 137.46
Ishares Etf (IEMG) 0.6 $27M -3% 401k 66.99
Alibaba Group Hldg Stock (BABA) 0.6 $27M +2% 118k 226.78
Unitedhealth Group Stock (UNH) 0.6 $26M -11% 66k 400.43
Abbvie Stock (ABBV) 0.6 $26M 229k 112.64
Qualcomm Stock (QCOM) 0.6 $26M +5% 180k 142.93
Merck & Co Stock (MRK) 0.6 $26M +2% 329k 77.77
Cisco Sys Stock (CSCO) 0.6 $25M 478k 53.00
Alphatec Hldgs Stock (ATEC) 0.5 $25M -22% 1.6M 15.32
Pepsico Stock (PEP) 0.5 $24M -5% 159k 148.17
Ishares Tr Etf (GVI) 0.5 $23M +19% 202k 115.62
Accenture Plc Ireland Stock (ACN) 0.5 $22M 76k 294.79
Union Pac Corp Stock (UNP) 0.5 $22M 102k 219.93
Starbucks Corp Stock (SBUX) 0.5 $21M +3% 190k 111.81
Berkshire Hathaway Inc Del Stock (BRK.B) 0.4 $20M +3% 73k 277.92
Costco Whsl Corp Stock (COST) 0.4 $20M 51k 395.68
Comcast Corp Stock (CMCSA) 0.4 $20M 350k 57.02
Boeing Stock (BA) 0.4 $19M +5% 79k 239.56
Golub Cap Bdc Stock (GBDC) 0.4 $18M -15% 1.2M 15.42
Vanguard Tax-managed Intl Etf (VEA) 0.4 $18M 347k 51.52
Generac Hldgs Stock (GNRC) 0.4 $18M 42k 415.15
Schwab Strategic Tr Etf (SCHE) 0.4 $17M -5% 527k 32.88
Camden Ppty Tr Reit (CPT) 0.4 $17M +35% 131k 132.67
Netflix Stock (NFLX) 0.4 $17M +5% 33k 528.21
Salesforce Stock (CRM) 0.4 $17M 70k 244.28
Goldman Sachs Etf Tr Etf (GSIE) 0.4 $17M -3% 474k 34.93
Broadcom Stock (AVGO) 0.4 $16M 34k 476.84
Paychex Stock (PAYX) 0.4 $16M 150k 107.30
Vanguard Index Fds Etf (VUG) 0.3 $16M -23% 55k 286.81
Tjx Cos Stock (TJX) 0.3 $16M -17% 233k 67.42
Marsh & Mclennan Cos Stock (MMC) 0.3 $15M +90% 104k 140.68
Ishares Tr Etf (OEF) 0.3 $15M 74k 196.18
Nextera Energy Stock (NEE) 0.3 $14M 196k 73.28
Schwab Strategic Tr Etf (SCHZ) 0.3 $14M 262k 54.60
Goldman Sachs Group Stock (GS) 0.3 $14M +7% 38k 379.54
Jacobs Engr Group Stock (J) 0.3 $14M 106k 133.42
Steris Stock (STE) 0.3 $14M NEW 68k 206.29
Vanguard Index Fds Etf (VNQ) 0.3 $14M 134k 101.79
Ishares Tr Etf (QUAL) 0.3 $13M 101k 132.87
S&p Global Stock (SPGI) 0.3 $13M 32k 410.44
Vanguard Scottsdale Fds Etf (VGIT) 0.3 $13M +3% 192k 67.81
Sherwin Williams Stock (SHW) 0.3 $13M +207% 48k 272.45
Vanguard Intl Equity Index F Etf (VWO) 0.3 $13M +12% 238k 54.31
Tesla Stock (TSLA) 0.3 $13M +91% 19k 679.69
Lauder Estee Cos Stock (EL) 0.3 $13M -7% 40k 318.09
Cvs Health Corp Stock (CVS) 0.3 $12M 147k 83.44
Blackrock Stock (BLK) 0.3 $12M 14k 874.98
Bristol-myers Squibb Stock (BMY) 0.3 $12M 178k 66.82
Mcdonalds Corp Stock (MCD) 0.3 $12M 50k 230.99
Stryker Corporation Stock (SYK) 0.3 $12M -2% 44k 259.72
Twilio Stock (TWLO) 0.2 $11M +272% 29k 394.15
Chevron Corp Stock (CVX) 0.2 $11M 108k 104.74
Ishares Tr Etf (LQD) 0.2 $11M -8% 81k 134.35
Select Sector Spdr Tr Etf (XLB) 0.2 $11M 131k 82.31
Citigroup Stock (C) 0.2 $11M +6% 153k 70.75
Cintas Corp Stock (CTAS) 0.2 $11M 28k 382.01
Solaredge Technologies Stock (SEDG) 0.2 $11M +234% 39k 276.38
Allogene Therapeutics Stock (ALLO) 0.2 $10M 400k 26.08
Invesco Qqq Tr Etf (QQQ) 0.2 $10M -34% 29k 354.42
Nxp Semiconductors N V Stock (NXPI) 0.2 $10M +11% 50k 205.72
Advanced Micro Devices Stock (AMD) 0.2 $10M 110k 93.93
Dow Stock (DOW) 0.2 $10M +5% 161k 63.28
Invesco Exch Traded Fd Tr Ii Etf (PGHY) 0.2 $10M +15% 451k 22.08
Ishares Tr Etf (SHY) 0.2 $9.8M +15% 114k 86.16
Ishares Tr Etf (ICF) 0.2 $9.7M -2% 149k 65.35
Prologis Reit (PLD) 0.2 $9.7M 81k 119.53
Intuit Stock (INTU) 0.2 $9.6M -8% 20k 490.19
Exxon Mobil Corp Stock (XOM) 0.2 $9.5M 151k 63.08
Ishares Tr Etf (HYG) 0.2 $9.2M -5% 105k 88.04
Abbott Labs Stock (ABT) 0.2 $9.2M 79k 115.93
Vertiv Holdings Stock (VRT) 0.2 $9.2M -3% 336k 27.30
Viacomcbs Stock (VIAC) 0.2 $9.1M +358% 202k 45.20
Fifth Third Bancorp Stock (FITB) 0.2 $8.7M 228k 38.23
Ishares Tr Etf (EMB) 0.2 $8.7M 77k 112.46
Ishares Etf (EPP) 0.2 $8.6M -5% 167k 51.71
Nike Stock (NKE) 0.2 $8.6M -3% 56k 154.49
Ishares Tr Etf (IWR) 0.2 $8.5M -3% 107k 79.24
Medtronic Stock (MDT) 0.2 $8.3M +4% 67k 124.14
Teladoc Health Stock (TDOC) 0.2 $8.3M -30% 50k 166.28
Enbridge Stock (ENB) 0.2 $8.3M 207k 40.08
Chubb Stock (CB) 0.2 $8.3M -52% 52k 158.94
Texas Instrs Stock (TXN) 0.2 $8.2M 43k 192.31
First Rep Bk San Francisco C Stock (FRC) 0.2 $8.2M 44k 187.16
Mondelez Intl Stock (MDLZ) 0.2 $8.1M -12% 129k 62.44
Ishares Tr Stock (LRGF) 0.2 $7.9M -19% 184k 42.83
Emerson Elec Stock (EMR) 0.2 $7.6M 79k 96.24
Enterprise Prods Partners L Master Limited Partnership (EPD) 0.2 $7.6M +3% 316k 24.13
Ameriprise Finl Stock (AMP) 0.2 $7.5M 30k 248.87
Unity Software Stock (U) 0.2 $7.5M 68k 109.82
Norfolk Southn Corp Stock (NSC) 0.2 $7.4M 28k 265.43
Teleflex Incorporated Stock (TFX) 0.2 $7.3M +3% 18k 401.79
American Wtr Wks Stock (AWK) 0.2 $7.3M -9% 48k 154.13
Raytheon Technologies Corp Stock (RTX) 0.2 $7.3M +2% 85k 85.31
Ishares Tr Closed End Fund (MUB) 0.2 $7.2M -21% 61k 117.20
American Tower Corp Reit (AMT) 0.2 $7.1M -55% 26k 270.13
Dover Corp Stock (DOV) 0.2 $7.0M +4% 47k 150.60
Schwab Strategic Tr Etf (SCHP) 0.2 $7.0M 112k 62.51
Pfizer Stock (PFE) 0.1 $6.8M 174k 39.16
Philip Morris Intl Stock (PM) 0.1 $6.7M -14% 68k 99.11
Intel Corp Stock (INTC) 0.1 $6.7M -6% 120k 56.14
Marathon Pete Corp Stock (MPC) 0.1 $6.7M -31% 110k 60.42
Ishares Tr Etf (IWB) 0.1 $6.7M +21% 28k 242.08
Lennar Corp Stock (LEN) 0.1 $6.7M NEW 67k 99.35
Berry Global Group Stock (BERY) 0.1 $6.5M NEW 100k 65.22
Vaneck Vectors Etf Tr Etf (MOAT) 0.1 $6.5M 88k 74.06
Spdr Ser Tr Etf (SPTL) 0.1 $6.5M 156k 41.30
Global Partners Stock (GLP) 0.1 $6.4M -48% 248k 25.92
United Parcel Service Stock (UPS) 0.1 $6.3M +60% 31k 207.98
Vanguard Index Fds Etf (VB) 0.1 $6.1M +28% 27k 225.27
3M Stock (MMM) 0.1 $6.1M 31k 198.62
Constellation Brands Stock (STZ) 0.1 $6.0M 26k 233.89
Schwab Strategic Tr Etf (SCHH) 0.1 $6.0M +6% 130k 45.79
Mastercard Incorporated Stock (MA) 0.1 $5.9M 16k 365.08
Ishares Tr Etf (EEM) 0.1 $5.8M 106k 55.15
Oracle Corp Stock (ORCL) 0.1 $5.8M -3% 74k 77.85
Coca Cola Stock (KO) 0.1 $5.8M +2% 107k 54.11
Wells Fargo Stock (WFC) 0.1 $5.7M +6% 126k 45.29
Spdr Dow Jones Indl Average Etf (DIA) 0.1 $5.6M +47% 16k 344.95
Spdr S&p Midcap 400 Etf Tr Etf (MDY) 0.1 $5.6M +5% 12k 490.97
Ishares Tr Etf (IVW) 0.1 $5.6M -29% 76k 72.73
Verizon Communications Stock (VZ) 0.1 $5.5M -45% 98k 56.03
Zimmer Biomet Holdings Stock (ZBH) 0.1 $5.4M +9% 34k 160.81
Walmart Stock (WMT) 0.1 $5.4M -44% 38k 141.03
Amgen Stock (AMGN) 0.1 $5.3M 22k 243.74
Crown Castle Intl Corp Reit (CCI) 0.1 $5.3M -4% 27k 195.12
Spdr Ser Tr Etf (XOP) 0.1 $5.3M NEW 55k 96.68
Monro Stock (MNRO) 0.1 $5.2M 82k 63.50
Kinder Morgan Inc Del Stock (KMI) 0.1 $5.2M +6% 283k 18.23
Servicenow Stock (NOW) 0.1 $5.1M +98% 9.3k 549.54
Palantir Technologies Stock (PLTR) 0.1 $4.9M -6% 186k 26.36
Ishares Tr Etf (IJH) 0.1 $4.8M -3% 18k 268.72
Vanguard Index Fds Etf (VTI) 0.1 $4.8M +19% 21k 222.82
Ishares Tr Etf (IJR) 0.1 $4.7M +8% 41k 112.97
Gilead Sciences Stock (GILD) 0.1 $4.6M -16% 67k 68.86
Truist Finl Corp Stock (TFC) 0.1 $4.5M 81k 55.50
Airbnb Stock (ABNB) 0.1 $4.4M +1615% 29k 153.13
Everest Re Group Stock (RE) 0.1 $4.4M 17k 251.99
Ametek Stock (AME) 0.1 $4.4M 33k 133.50
Linde Stock (LIN) 0.1 $4.3M 15k 289.12
Dbx Etf Tr Etf (DBEU) 0.1 $4.3M -6% 126k 34.11
Spdr Index Shs Fds Etf (RWO) 0.1 $4.2M 82k 51.49
Cme Group Stock (CME) 0.1 $4.1M 20k 212.70
Intercontinental Exchange In Stock (ICE) 0.1 $4.1M 35k 118.71
Vanguard Scottsdale Fds Etf (VCSH) 0.1 $4.1M -10% 50k 82.71
Discover Finl Svcs Stock (DFS) 0.1 $4.1M -3% 34k 118.30
Spdr Index Shs Fds Etf (GNR) 0.1 $4.0M +37% 75k 53.00
Fleetcor Technologies Stock (FLT) 0.1 $3.9M 15k 256.08
Marriott Intl Stock (MAR) 0.1 $3.8M +2% 28k 136.54
Iqvia Hldgs Stock (IQV) 0.1 $3.8M 16k 242.31
Fedex Corp Stock (FDX) 0.1 $3.8M +5% 13k 298.34
At&t Stock (T) 0.1 $3.8M -7% 131k 28.78
Edwards Lifesciences Corp Stock (EW) 0.1 $3.8M +2% 36k 103.58
Boston Scientific Corp Stock (BSX) 0.1 $3.8M -31% 88k 42.76
Price T Rowe Group Stock (TROW) 0.1 $3.7M -15% 19k 197.98
Ishares Tr Etf (ACWI) 0.1 $3.6M +15% 36k 101.19
Analog Devices Stock (ADI) 0.1 $3.6M 21k 172.17
General Mtrs Stock (GM) 0.1 $3.5M +7% 60k 59.16
Vanguard Charlotte Fds Etf (BNDX) 0.1 $3.5M -22% 62k 57.10
Xilinx Stock (XLNX) 0.1 $3.5M 24k 144.66
Parker-hannifin Corp Stock (PH) 0.1 $3.5M 11k 307.07
Us Bancorp Del Stock (USB) 0.1 $3.5M 61k 56.97
Deere & Co Stock (DE) 0.1 $3.5M -4% 9.8k 352.75
Air Prods & Chems Stock (APD) 0.1 $3.4M 12k 287.65
Gty Technology Holdings Stock (GTYH) 0.1 $3.4M 479k 7.11
Dbx Etf Tr Etf (DBEF) 0.1 $3.4M 91k 37.53
Schwab Strategic Tr Etf (SCHX) 0.1 $3.4M +5% 33k 103.97
Microchip Technology Stock (MCHP) 0.1 $3.4M +2% 23k 149.73
Select Sector Spdr Tr Etf (XLK) 0.1 $3.3M +23% 23k 147.66
International Business Machs Stock (IBM) 0.1 $3.3M +5% 23k 146.60
Bio-techne Corp Stock (TECH) 0.1 $3.3M 7.4k 450.18
Fortress Trans Infrst Invs L Master Limited Partnership (FTAI) 0.1 $3.3M 99k 33.55
Datadog Stock (DDOG) 0.1 $3.3M -35% 32k 104.06
Regeneron Pharmaceuticals Stock (REGN) 0.1 $3.3M +2% 5.8k 558.49
Trane Technologies Stock (TT) 0.1 $3.3M 18k 184.12
Vanguard Whitehall Fds Etf (VYM) 0.1 $3.3M 31k 104.78
Ihs Markit Stock (INFO) 0.1 $3.2M 29k 112.68
Ishares Tr Etf (SCZ) 0.1 $3.1M -3% 42k 74.15
Verisk Analytics Stock (VRSK) 0.1 $3.1M 18k 174.69
Safehold Stock (SAFE) 0.1 $3.1M -3% 39k 78.50
Fidelity Natl Information Sv Stock (FIS) 0.1 $3.1M +2% 22k 141.69
Vanguard Index Fds Etf (VOT) 0.1 $3.1M 13k 236.38
Exelon Corp Stock (EXC) 0.1 $3.1M -12% 69k 44.31
Becton Dickinson & Co Stock (BDX) 0.1 $3.0M -39% 13k 243.20
Eaton Corp Stock (ETN) 0.1 $3.0M 20k 148.16
Grainger W W Stock (GWW) 0.1 $3.0M 6.8k 438.06
Clarivate Stock (CLVT) 0.1 $3.0M 108k 27.53
Ishares Tr Etf (USMV) 0.1 $3.0M +5% 40k 73.60
Morgan Stanley Stock (MS) 0.1 $2.9M 32k 91.69
Vanguard Index Fds Etf (VO) 0.1 $2.9M +2% 12k 237.33
Cigna Corp Stock (CI) 0.1 $2.9M -2% 12k 237.05
Hannon Armstrong Sust Infr C Stock (HASI) 0.1 $2.8M 49k 56.16
Adaptive Biotechnologies Cor Stock (ADPT) 0.1 $2.8M +18% 67k 40.86
Plantronics Stock (POLY) 0.1 $2.7M 64k 41.73
Schwab Charles Corp Stock (SCHW) 0.1 $2.7M -18% 37k 72.81
Aptiv Stock (APTV) 0.1 $2.6M +2% 17k 157.33
Avery Dennison Corp Stock (AVY) 0.1 $2.6M +2% 13k 210.26
Schwab Strategic Tr Etf (SCHO) 0.1 $2.6M 51k 51.23
Heico Corp Stock (HEI.A) 0.1 $2.6M +12% 21k 124.18
Acadia Healthcare Company In Stock (ACHC) 0.1 $2.6M -4% 41k 62.75
Phillips 66 Stock (PSX) 0.1 $2.6M -18% 30k 85.82
Lilly Eli & Co Stock (LLY) 0.1 $2.6M -2% 11k 229.54
Berkshire Hathaway Inc Del Stock (BRK.A) 0.1 $2.5M 6.00 418666.67
Spdr Ser Tr Etf (SPTS) 0.1 $2.5M -26% 82k 30.64
Vanguard Bd Index Fds Etf (BIV) 0.1 $2.5M +14% 28k 89.95
Skyworks Solutions Stock (SWKS) 0.1 $2.5M 13k 191.73
Genmab A/s Stock (GMAB) 0.1 $2.4M 60k 40.82
Keycorp Stock (KEY) 0.1 $2.4M 116k 20.65
Spdr Ser Tr Etf (SPYX) 0.1 $2.4M -2% 23k 106.13
Goldman Sachs Bdc Stock (GSBD) 0.1 $2.4M NEW 122k 19.60
Ishares Tr Etf (IWD) 0.1 $2.4M +3% 15k 158.64
Ishares Tr Etf (IWF) 0.1 $2.4M +11% 8.7k 271.47
Equinix Reit (EQIX) 0.1 $2.3M -4% 2.9k 802.51
Lockheed Martin Corp Stock (LMT) 0.1 $2.3M +9% 6.1k 378.38
Ishares Tr Etf (SHV) 0.0 $2.3M +9% 21k 110.48
Fortive Corp Stock (FTV) 0.0 $2.2M -3% 32k 69.74
Catalent Stock (CTLT) 0.0 $2.2M +2% 20k 108.13
Valero Energy Corp Stock (VLO) 0.0 $2.2M +293% 28k 78.09
Ishares Tr Etf (ITOT) 0.0 $2.2M +4% 22k 98.75
Altria Group Stock (MO) 0.0 $2.2M -5% 45k 47.67

Past Filings by Cerity Partners

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

View all past filings