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Investment Managers Ser Tr I shares owned by HPM Partners

Quarter-by-quarter ownership of Investment Managers Ser Tr I (IREX) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by HPM Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 9.5k 23.42

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)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Procter & Gamble Company (PG)
Eli Lilly & Co. (LLY)

View all positions for HPM Partners

Top funds holding Investment Managers Ser Tr I

Citadel Advisors
Susquehanna International
Jane Street
Renaissance Technologies
HPM Partners
Tower Research Capital

View all funds holding Investment Managers Ser Tr I