HPM Partners LLC Portfolio Holdings - 13F Filings | 13F Fund Database
HPM Partners LLC 13F Holdings
CIK 02817754 · New York, NY
As of Jun 30, 2023, HPM Partners LLC reported
1,629 positions worth $20.9B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 5,548,542 |
|
.1B5.14% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,053,181 | $807.6M | 3.86% |
| VANGUARD 500 INDEX FUND | VOO | — | 1,945,544 | $792.4M | 3.79% |
| MICROSOFT CORP | MSFT | Technology | 2,279,046 | $776.1M | 3.71% |
| ISHARES CORE S&P 500 ETF | IVV | — | 1,582,111 | $705.2M | 3.37% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 11,897,845 | $549.4M | 2.63% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 3,181,449 | $482.8M | 2.31% |
| CREDIT ACCEPTANCE CORP | CACC | Financial Services | 887,219 | $450.6M | 2.15% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 6,035,772 | $407.4M | 1.95% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 2,545,817 | $343.4M | 1.64% |
| AMAZON.COM INC | AMZN | Equity | 2,235,138 | $291.4M | 1.39% |
| ILLINOIS TOOL WORKS INC | ITW | Industrials | 1,066,038 | $266.7M | 1.27% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 5,164,875 | $259.0M | 1.24% |
| ALPHABET INC | GOOGL | Equity | 2,053,226 | $245.8M | 1.17% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | ICSH | — | 4,705,194 | $236.7M | 1.13% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 819,081 | $225.4M | 1.08% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 2,278,720 | $222.9M | 1.07% |
| ALPHABET INC | GOOG | Equity | 1,736,344 | $209.9M | 1.00% |
| NVIDIA CORP | NVDA | Technology | 481,416 | $203.6M | 0.97% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 1,833,140 | $202.5M | 0.97% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 915,884 | $201.8M | 0.96% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 397,962 |
91.3M | 0.91% |
| HOME DEPOT INC | HD | Consumer Cyclical | 601,408 |
86.8M | 0.89% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1,105,666 |
83.0M | 0.87% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1,240,117 |
80.4M | 0.86% |