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Managed Portfolio Ser tortoise nram pi shares owned by HPM Partners

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Managed Portfolio Ser tortoise nram pi

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All positions including Managed Portfolio Ser tortoise nram pi held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser tortoise nram pi by HPM Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.3M 254k 28.83
2024-03-31 $7.2M 256k 27.96
2023-12-31 $6.6M 254k 25.94
2023-06-30 $6.4M 260k 24.65
2023-03-31 $6.5M 267k 24.32
2022-12-31 $7.1M 288k 24.69

More positions owned by HPM Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Credit Accep Corp Mich Stock (CACC)
Alphabet Cap Stk Cl C (GOOG)

View all positions for HPM Partners

Top funds holding Managed Portfolio Ser tortoise nram pi

Morgan Stanley
Arvest Trust Co N A
Magnus Financial Group
Traphagen Investment Advisors
Foster & Motley
Arvest Investments
Atwood & Palmer
Bank of America Corporation
Keudell/Morrison Wealth Management
Busey Trust Company
CWM
Commonwealth Equity Services
Triangle Securities Wealth Management
Wells Fargo & Company
HPM Partners

View all funds holding Managed Portfolio Ser tortoise nram pi