HPM Partners

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

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Portfolio Holdings for Cerity Partners

Companies in the Cerity Partners portfolio as of the September 2020 quarterly 13F filing

Cerity Partners has 501 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Illinois Tool Works (ITW) 11.1 $270M 1.4M 193.21
Gds Holdings ads (GDS) 6.0 $145M +5% 1.8M 81.83
Apple (AAPL) 4.9 $119M +495% 1.0M 115.81
Spdr S&p 500 Etf Tr ETF - Equity (SPY) 4.5 $108M +4% 324k 334.89
Vanguard Index Fds ETF - Equity (VOO) 3.8 $92M +27% 299k 307.66
Northern Trust Corporation (NTRS) 2.6 $63M 808k 77.97
Microsoft Corp Common Stock (MSFT) 2.4 $58M +72% 276k 210.32
Amazon (AMZN) 2.0 $50M +49% 16k 3148.72
Broadmark Rlty Cap (BRMK) 1.7 $42M -2% 4.2M 9.86
Ishares Tr ETF - Equity (IEFA) 1.6 $40M +70% 663k 60.28
Facebook Inc cl a (FB) 1.4 $35M +49% 133k 261.90
Thermo Fisher Scientific Common Stock (TMO) 1.3 $31M +218% 70k 441.53
Home Depot Common Stock (HD) 1.2 $29M +109% 105k 277.66
Ishares Tr ETF - Equity (EFA) 1.1 $28M -21% 438k 63.65

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JPMorgan Chase & Co. (JPM) 1.1 $27M +91% 284k 96.27
Alibaba Group Holding (BABA) 1.1 $26M 89k 293.98
Visa Common Stock (V) 1.0 $25M +109% 127k 199.97
Alphabet Common Stock (GOOG) 1.0 $24M +56% 16k 1469.60
salesforce (CRM) 0.8 $20M +67% 78k 251.30
Nvidia Corporation Common Stock (NVDA) 0.8 $19M +20% 35k 541.22
Alphabet Common Stock (GOOGL) 0.8 $19M +70% 13k 1465.54
Qualcomm (QCOM) 0.7 $18M +135% 155k 117.68
Paypal Hldgs Common Stock (PYPL) 0.7 $18M +173% 91k 197.02
Procter And Gamble Common Stock (PG) 0.7 $18M +15% 129k 138.99
Johnson & Johnson (JNJ) 0.7 $17M +55% 111k 148.88
Alphatec Holdings (ATEC) 0.7 $16M 2.4M 6.64
iShares Russell 2000 Index (IWM) 0.6 $16M -2% 105k 149.79
Cisco Sys Common Stock (CSCO) 0.6 $16M +39% 398k 39.39
Pepsico Common Stock (PEP) 0.6 $16M +120% 112k 138.60
Danaher Corporation (DHR) 0.6 $15M +120% 71k 215.28
Disney Walt Common Stock (DIS) 0.6 $15M +29% 121k 124.08
Berkshire Hathaway Inc Del Common Stock (BRK.B) 0.6 $14M +11% 66k 212.94
Spdr Gold Tr ETF - Commodity (GLD) 0.6 $14M 78k 177.12
Honeywell Intl Common Stock (HON) 0.6 $14M +146% 84k 164.59
Intel Corp Common Stock (INTC) 0.6 $14M +17% 265k 51.78
Vanguard Europe Pacific ETF (VEA) 0.5 $13M +18% 322k 40.90
Adobe Systems Incorporated (ADBE) 0.5 $13M +165% 26k 490.42
Schwab Emerging Markets Equity ETF (SCHE) 0.5 $13M +2% 472k 26.76
Ishares Inc core msci emkt (IEMG) 0.5 $13M +17% 239k 52.80
UnitedHealth (UNH) 0.5 $12M +175% 39k 311.64
Vanguard Growth ETF (VUG) 0.5 $12M -57% 53k 227.61
Paychex Common Stock (PAYX) 0.5 $12M 149k 79.77
Costco Wholesale Corporation (COST) 0.5 $11M +124% 31k 355.00
Verizon Communications Common Stock (VZ) 0.5 $11M +15% 187k 59.49
American Tower Reit (AMT) 0.5 $11M +86% 46k 241.73
NuVasive (NUVA) 0.4 $11M 221k 48.57
Sherwin-Williams Company (SHW) 0.4 $10M +47% 15k 696.73
iShares MSCI Pacific ex-Japan Idx (EPP) 0.4 $10M -14% 251k 40.58
Bristol Myers Squibb (BMY) 0.4 $10M +97% 168k 60.28
iShares S&P 500 Index (IVV) 0.4 $9.8M 29k 336.05
Cintas Corporation (CTAS) 0.4 $9.7M +265% 29k 332.78
Starbucks Corporation (SBUX) 0.4 $9.6M +65% 112k 85.92
Vanguard REIT ETF (VNQ) 0.4 $9.6M 122k 78.96
Estee Lauder Companies (EL) 0.4 $9.4M +322% 43k 218.20
Generac Holdings (GNRC) 0.4 $9.4M -20% 49k 193.63
Wal-Mart Stores (WMT) 0.4 $9.2M +11% 66k 139.89
Abbott Laboratories (ABT) 0.4 $9.2M +66% 84k 108.83
Cantel Medical (CMD) 0.4 $8.8M 201k 43.94
Ishares Tr (LRGF) 0.4 $8.7M +2% 262k 33.20
Intuit (INTU) 0.4 $8.6M +179% 26k 326.18
Abbvie Common Stock (ABBV) 0.3 $8.3M +21% 95k 87.59
Vanguard Value ETF (VTV) 0.3 $8.3M -6% 79k 104.50
Merck & Co Common Stock (MRK) 0.3 $8.2M +76% 99k 82.94
American Wtr Wks Common Stock (AWK) 0.3 $8.2M +1203% 57k 144.88
iShares Cohen & Steers Realty Maj. (ICF) 0.3 $7.9M -33% 77k 102.01
Prologis (PLD) 0.3 $7.8M +112% 78k 100.61
Cvs Health Corp Common Stock (CVS) 0.3 $7.6M +55% 130k 58.39
Nike Common Stock (NKE) 0.3 $7.5M +92% 59k 125.54
Dow (DOW) 0.3 $7.2M +8% 153k 47.05
Goldman Sachs Group Common Stock (GS) 0.3 $7.1M +5% 35k 200.96
Medtronic (MDT) 0.3 $7.0M +105% 67k 103.92
Invesco Qqq Trust Series 1 (QQQ) 0.3 $6.9M 25k 277.84
iShares S&P 500 Growth Index (IVW) 0.3 $6.9M -4% 30k 231.08
Accenture (ACN) 0.3 $6.9M +103% 31k 226.00
Pfizer Common Stock (PFE) 0.3 $6.8M -30% 186k 36.70
Vanguard Emerging Markets ETF (VWO) 0.3 $6.8M +31% 157k 43.24
Caterpillar Inc Del Common Stock (CAT) 0.3 $6.5M 44k 149.15
TJX Companies (TJX) 0.3 $6.5M +401% 117k 55.62
Bank of America Corporation (BAC) 0.3 $6.2M +88% 259k 24.09
iShares Russell Midcap Index Fund (IWR) 0.3 $6.2M +13% 108k 57.38
Chevron Corp Common Stock (CVX) 0.3 $6.2M +26% 86k 72.00
Citigroup Common Stock (C) 0.2 $6.0M +27% 140k 43.10
Texas Instrs Common Stock (TXN) 0.2 $6.0M +11% 42k 142.79
Raytheon Technologies Corp Common Stock (RTX) 0.2 $5.9M -17% 103k 57.54
Amgen Common Stock (AMGN) 0.2 $5.7M +22% 23k 254.18
Philip Morris Intl Common Stock (PM) 0.2 $5.7M +18% 77k 74.98
Teleflex Incorporated Common Stock (TFX) 0.2 $5.7M +334% 17k 340.36
Norfolk Southern (NSC) 0.2 $5.7M +307% 27k 213.98
Exxon Mobil Corporation (XOM) 0.2 $5.6M -7% 164k 34.33
Emerson Electric (EMR) 0.2 $5.3M +9% 81k 65.55
Chubb (CB) 0.2 $5.2M +259% 45k 116.10
Boston Scientific Corporation (BSX) 0.2 $5.2M +195% 136k 38.20
Nextera Energy (NEE) 0.2 $5.2M +193% 19k 277.57
iShares MSCI Emerging Markets Indx (EEM) 0.2 $5.1M 116k 44.09
3M Common Stock (MMM) 0.2 $5.0M +8% 31k 160.15
Union Pac Corp Common Stock (UNP) 0.2 $5.0M +109% 25k 196.93
Becton, Dickinson and (BDX) 0.2 $4.9M +420% 21k 232.60
Ameriprise Financial (AMP) 0.2 $4.9M +974% 32k 154.10
Gilead Sciences (GILD) 0.2 $4.9M +92% 77k 63.19
At&t Common Stock (T) 0.2 $4.8M +53% 169k 28.51
Vaneck Vectors Etf Tr morningstar wide (MOAT) 0.2 $4.8M -2% 88k 54.59
Dbx Trackers db xtr msci eur (DBEU) 0.2 $4.6M 168k 27.44
Dover Corporation (DOV) 0.2 $4.5M NEW 42k 108.34
Enterprise Products Partners (EPD) 0.2 $4.4M +4% 281k 15.79
Schwab Strategic Tr us reit etf (SCHH) 0.2 $4.4M +8% 125k 35.37
Oracle Corp Common Stock (ORCL) 0.2 $4.3M +83% 73k 59.71
Crown Castle Intl (CCI) 0.2 $4.3M +1119% 26k 166.49
Mcdonalds Corp Common Stock (MCD) 0.2 $4.3M +11% 20k 219.47
Coca Cola Common Stock (KO) 0.2 $4.3M -43% 87k 49.37
United Parcel Service (UPS) 0.2 $4.3M +956% 26k 166.60
Mastercard Incorporated Common Stock (MA) 0.2 $4.1M 12k 338.20
Intercontinental Exchange (ICE) 0.2 $4.0M +310% 40k 100.05
Cme (CME) 0.2 $3.9M +280% 23k 167.29
Comcast Corp Common Stock (CMCSA) 0.2 $3.9M +169% 84k 46.26
Boeing Common Stock (BA) 0.2 $3.9M -10% 23k 165.26
SPDR S&P MidCap 400 ETF (MDY) 0.2 $3.8M 11k 338.87
iShares S&P MidCap 400 Index (IJH) 0.2 $3.7M -2% 20k 185.31
Tesla Motors (TSLA) 0.2 $3.7M +371% 8.6k 429.04
Broadcom Common Stock (AVGO) 0.1 $3.6M +334% 9.8k 364.32
iShares Russell 1000 Index (IWB) 0.1 $3.6M 19k 187.17
Vanguard High Dividend Yield ETF (VYM) 0.1 $3.5M -27% 43k 80.92
Linde (LIN) 0.1 $3.4M +162% 14k 238.14
Clarivate Common Stock (CCC) 0.1 $3.4M NEW 110k 30.99
Monro Muffler Brake (MNRO) 0.1 $3.3M 82k 40.58
Everest Re Group (RE) 0.1 $3.2M 16k 197.56
Roper Industries (ROP) 0.1 $3.2M +241% 8.1k 395.16
iShares NASDAQ Biotechnology Index (IBB) 0.1 $3.1M 23k 135.41
FedEx Corporation (FDX) 0.1 $3.1M +34% 12k 251.56
Ametek (AME) 0.1 $3.1M NEW 31k 99.39
Edwards Lifesciences (EW) 0.1 $3.1M +11% 39k 79.82
T. Rowe Price (TROW) 0.1 $3.0M +25% 24k 128.20
Truist Financial Corp equities (TFC) 0.1 $3.0M +825% 79k 38.03
Db-x Msci Eafe Currency-hedged (DBEF) 0.1 $3.0M +5% 97k 30.60
Verisk Analytics (VRSK) 0.1 $2.9M +479% 16k 185.30
Ishares Msci Japan (EWJ) 0.1 $2.9M -9% 49k 59.07
Wells Fargo Common Stock (WFC) 0.1 $2.8M +20% 121k 23.50
Mondelez Int (MDLZ) 0.1 $2.8M +2% 49k 57.43
Regeneron Pharmaceuticals (REGN) 0.1 $2.8M +5% 5.1k 559.86
Exelon Corp Common Stock (EXC) 0.1 $2.8M +2% 78k 35.76
Eaton (ETN) 0.1 $2.7M +49% 27k 102.01
iShares MSCI ACWI Index Fund (ACWI) 0.1 $2.7M -9% 33k 79.93
W.W. Grainger (GWW) 0.1 $2.6M 7.4k 356.78
iShares S&P SmallCap 600 Index (IJR) 0.1 $2.6M -47% 37k 70.23
Safehold (SAFE) 0.1 $2.5M 41k 62.11
International Business Machs Common Stock (IBM) 0.1 $2.5M +33% 20k 121.62
Iqvia Holdings (IQV) 0.1 $2.5M NEW 16k 157.60
Discover Financial Services (DFS) 0.1 $2.4M +858% 42k 57.73
Stryker Corporation (SYK) 0.1 $2.4M 11k 208.38
Alexion Pharmaceuticals (ALXN) 0.1 $2.3M +130% 21k 114.45
Fortinet (FTNT) 0.1 $2.3M NEW 20k 117.82
Lockheed Martin Corporation (LMT) 0.1 $2.3M +31% 6.0k 383.29
Equinix (EQIX) 0.1 $2.3M NEW 3.0k 760.00
Vanguard Mid-Cap Growth ETF (VOT) 0.1 $2.2M 13k 180.15
Ishares Tr core msci euro (IEUR) 0.1 $2.2M -5% 50k 44.70
Fidelity National Information Services (FIS) 0.1 $2.2M NEW 15k 147.22
Deere & Co Common Stock (DE) 0.1 $2.2M +7% 9.9k 221.54
Parker-Hannifin Corporation (PH) 0.1 $2.2M +43% 11k 202.31
Adaptive Biotechnologies Cor (ADPT) 0.1 $2.2M +839% 45k 48.62
Ihs Markit Common Stock (INFO) 0.1 $2.2M 28k 78.51
Netflix (NFLX) 0.1 $2.2M +12% 4.4k 500.46
Vanguard Mid-Cap ETF (VO) 0.1 $2.2M +2% 12k 176.25
Hannon Armstrong (HASI) 0.1 $2.1M NEW 51k 42.27
Autodesk (ADSK) 0.1 $2.1M +128% 9.2k 231.09
Trane Technologies (TT) 0.1 $2.1M +449% 17k 121.26
Fortive (FTV) 0.1 $2.1M +10% 27k 76.21
Air Products & Chemicals (APD) 0.1 $2.1M +4% 6.9k 297.86
Genmab A/s -sp (GMAB) 0.1 $2.0M NEW 55k 36.60
Ansys (ANSS) 0.1 $2.0M -5% 6.1k 327.14
Skyworks Solutions (SWKS) 0.1 $2.0M NEW 14k 145.52
Solaredge Technologies (SEDG) 0.1 $2.0M NEW 8.2k 238.40
Bio-techne Corporation (TECH) 0.1 $2.0M NEW 7.9k 247.68
Microchip Technology (MCHP) 0.1 $1.9M +122% 19k 102.78
Cigna Corp (CI) 0.1 $1.9M +299% 11k 169.43
Altria (MO) 0.1 $1.9M +9% 49k 38.64
Analog Devices (ADI) 0.1 $1.9M +67% 16k 116.73
Catalent (CTLT) 0.1 $1.9M -25% 22k 85.68
Technology SPDR (XLK) 0.1 $1.9M +2% 16k 116.67
Aon (AON) 0.1 $1.8M +103% 8.9k 206.29
Dbx Etf Tr em curr hdg eq (DBEM) 0.1 $1.8M -39% 75k 24.29
iShares Russell 1000 Growth Index (IWF) 0.1 $1.8M +25% 8.4k 216.85
Us Bancorp Del Common Stock (USB) 0.1 $1.8M +3% 50k 35.80
Phillips 66 (PSX) 0.1 $1.8M +78% 35k 51.84
Huntington Bancshares Incorporated (HBAN) 0.1 $1.8M +19% 193k 9.17
Lilly Eli & Co Common Stock (LLY) 0.1 $1.8M +49% 12k 148.09
Marriott International (MAR) 0.1 $1.8M NEW 19k 92.59
Ball Corporation (BLL) 0.1 $1.7M NEW 21k 83.13
iStar Financial (STAR) 0.1 $1.7M -16% 146k 11.81
iShares Russell 1000 Value Index (IWD) 0.1 $1.7M -10% 15k 118.13
Zimmer Holdings (ZBH) 0.1 $1.7M +19% 12k 136.15
O'reilly Automotive (ORLY) 0.1 $1.7M +631% 3.6k 461.05
Guardant Health Common Stock (GH) 0.1 $1.7M NEW 15k 111.79
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.1 $1.7M +18% 33k 50.12
Northrop Grumman Corporation (NOC) 0.1 $1.6M +63% 5.2k 315.49
Bwx Technologies (BWXT) 0.1 $1.6M NEW 29k 56.33
Vanguard Small-Cap ETF (VB) 0.1 $1.6M -10% 10k 153.82
Fiserv (FISV) 0.1 $1.6M -7% 15k 103.05
iShares S&P 100 Index (OEF) 0.1 $1.6M -2% 10k 155.71
Yum Brands Common Stock (YUM) 0.1 $1.6M +128% 17k 91.24
Vanguard Total Stock Market ETF (VTI) 0.1 $1.6M 9.2k 170.35
PNC Financial Services (PNC) 0.1 $1.5M +31% 14k 109.94
Novartis (NVS) 0.1 $1.5M +5% 18k 86.97
Vanguard Dividend Appreciation ETF (VIG) 0.1 $1.5M 12k 128.70
Lincoln Electric Holdings (LECO) 0.1 $1.5M 16k 92.06
Acadia Healthcare (ACHC) 0.1 $1.5M 50k 29.48
Dollar General (DG) 0.1 $1.5M NEW 7.0k 209.67
Automatic Data Processing (ADP) 0.1 $1.5M +7% 10k 139.47
Viacomcbs (VIAC) 0.1 $1.5M +4% 52k 28.01
General Mills (GIS) 0.1 $1.4M +28% 23k 61.66
Key (KEY) 0.1 $1.4M 119k 11.93
WisdomTree LargeCap Dividend Fund (DLN) 0.1 $1.4M 14k 97.03
Servicenow (NOW) 0.1 $1.4M +53% 2.8k 485.07
Shopify Inc cl a (SHOP) 0.1 $1.4M +38% 1.3k 1023.05
Stanley Black & Decker (SWK) 0.1 $1.4M +27% 8.4k 162.22
S&p Global Common Stock (SPGI) 0.1 $1.4M +4% 3.8k 360.74
Baxter International (BAX) 0.1 $1.4M +36% 17k 80.41
Rexford Industrial Realty Inc reit (REXR) 0.1 $1.4M 30k 45.76
Morgan Stanley (MS) 0.1 $1.3M +8% 28k 48.35
Docusign (DOCU) 0.1 $1.3M -8% 6.0k 215.19
Berkshire Hathaway (BRK.A) 0.1 $1.3M +33% 4.00 320000.00
Lowes Cos Common Stock (LOW) 0.1 $1.3M +50% 7.6k 165.62
Kimberly-Clark Corporation (KMB) 0.1 $1.3M +101% 8.5k 147.72
Snap-on Incorporated (SNA) 0.1 $1.2M 8.4k 147.09
Target Corp Common Stock (TGT) 0.0 $1.2M +3% 7.6k 157.41
Iron Mountain (IRM) 0.0 $1.2M +4% 45k 26.79
Consumer Staples Select Sect. SPDR (XLP) 0.0 $1.2M 18k 64.13
Cognizant Technology Solutions (CTSH) 0.0 $1.2M +63% 17k 69.40
Twilio Inc cl a (TWLO) 0.0 $1.2M +26% 4.7k 247.00
Vanguard Scottsdale Fds vng rus1000grw (VONG) 0.0 $1.2M 5.2k 222.89
iShares Russell Midcap Growth Idx. (IWP) 0.0 $1.1M -47% 6.5k 172.86
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $1.1M 16k 72.13
Applied Matls Common Stock (AMAT) 0.0 $1.1M +4% 19k 59.43
Unilever (UL) 0.0 $1.1M +120% 18k 61.68
Anthem (ANTM) 0.0 $1.1M +44% 4.1k 268.50
Alexandria Real Estate Eq In Common Stock (ARE) 0.0 $1.1M NEW 6.9k 159.99
DaVita (DVA) 0.0 $1.1M 13k 85.68
Hd Supply (HDS) 0.0 $1.1M +36% 26k 41.23
Avery Dennison Corporation (AVY) 0.0 $1.1M NEW 8.4k 127.89
Saratoga Investment (SAR) 0.0 $1.1M NEW 64k 16.79
iShares S&P 500 Value Index (IVE) 0.0 $1.1M 9.4k 112.45
American Express Common Stock (AXP) 0.0 $1.0M -67% 10k 100.32
Db-x Msci Japan Etf equity (DBJP) 0.0 $1.0M +4% 25k 40.71
Monster Beverage Corp (MNST) 0.0 $1.0M 13k 80.23
Ecolab (ECL) 0.0 $1.0M +34% 5.1k 199.84
Flexshares Tr intl qltdv idx (IQDF) 0.0 $1.0M 49k 20.69
Zoetis Inc Cl A (ZTS) 0.0 $1.0M +13% 6.2k 165.34
Dominion Resources (D) 0.0 $1.0M +133% 13k 78.97
TransDigm Group Incorporated (TDG) 0.0 $998k +67% 2.1k 475.01
Walgreens Boots Alliance Common Stock (WBA) 0.0 $981k -4% 27k 35.92
Duke Energy (DUK) 0.0 $972k +277% 11k 88.56
General Motors Company (GM) 0.0 $967k 33k 29.60

Past Filings by Cerity Partners

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