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Series Portfolios Tr shares owned by HPM Partners

Quarter-by-quarter ownership of Series Portfolios Tr (CLOZ) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by HPM Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 8.3k 25.65
2024-09-30 $407k 15k 26.88
2024-06-30 $399k 15k 26.94

More positions owned by HPM Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for HPM Partners

Top funds holding Series Portfolios Tr

Security Benefit Life Insurance
Morgan Stanley
SRS Capital Advisors
Colony
Estate Planners Group
Guardian Financial Partners
Gradient Investments
Sound Income Strategies
Stifel Financial
Tower Research Capital
Mariner Wealth Advisors
Atria Investments
Copia Wealth Management
Sowell Financial Services
Kestra Advisory Services

View all funds holding Series Portfolios Tr