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HPM Partners LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for HPM Partners LLC with $61.7B in long positions as of Q3 2025, 43% allocated to ETF, and 26% concentrated in top 10 positions.

Portfolio Value
$61.7B
Top 10 Concentration
26%
Top Sector
ETF (43%)
US Exposure
98%
Market Cap Focus
N/A
Countries
25

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 42.80%ETFTechnology: 18.30%TechnologyFinancial Services: 7.70%Healthcare: 5.70%Industrials: 5.20%Communication Services: 4.80%Consumer Cyclical: 4.80%Consumer Defensive: 4.00%Energy: 1.50%Utilities: 1.00%Basic Materials: 0.90%Real Estate: 0.70%
ETF
42.80%
Technology
18.30%
Financial Services
7.70%
Healthcare
5.70%
Industrials
5.20%
Communication Services
4.80%
Consumer Cyclical
4.80%
Consumer Defensive
4.00%
Energy
1.50%
Utilities
1.00%
Basic Materials
0.90%
Real Estate
0.70%

Industry Breakdown

137 industries across all sectors

ETF: 42.77%ETFSemiconductors: 6.51%Software - Infrastructure: 5.01%Internet Content & Information: 3.92%Consumer Electronics: 3.61%Drug Manufacturers - General: 2.47%Specialty Retail: 1.97%Financial - Credit Services: 1.90%Banks - Diversified: 1.71%Household & Personal Products: 1.71%Software - Application: 1.39%Industrial - Machinery: 1.28%Discount Stores: 1.17%Medical - Devices: 1.01%Aerospace & Defense: 0.94%Asset Management: 0.84%Insurance - Diversified: 0.79%Oil & Gas Integrated: 0.72%119 more: 17.61%119 more
ETF
ETF
42.77%
Semiconductors
Technology
6.51%
Software - Infrastructure
Technology
5.01%
Internet Content & Information
Communication Services
3.92%
Consumer Electronics
Technology
3.61%
Drug Manufacturers - General
Healthcare
2.47%
Specialty Retail
Consumer Cyclical
1.97%
Financial - Credit Services
Financial Services
1.90%
Banks - Diversified
Financial Services
1.71%
Household & Personal Products
Consumer Defensive
1.71%
Software - Application
Technology
1.39%
Industrial - Machinery
Industrials
1.28%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 31.12%Mega Cap (> $200B)Large Cap ($10B - $200B): 19.45%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 3.33%Small Cap ($300M - $2B): 0.57%Micro Cap ($50M - $300M): 0.10%Nano Cap (< $50M): 0.10%N/A (ETF or Unknown): 45.33%N/A (ETF or Unknown)
Mega Cap (> $200B)
31.12%
Large Cap ($10B - $200B)
19.45%
Mid Cap ($2B - $10B)
3.33%
Small Cap ($300M - $2B)
0.57%
Micro Cap ($50M - $300M)
0.10%
Nano Cap (< $50M)
0.10%
N/A (ETF or Unknown)
45.33%

Portfolio Concentration

Top 10 Holdings %
25.83%
Top 20 Holdings %
37.03%
Top 50 Holdings %
51.76%
Top 100 Holdings %
65.42%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
97.93%
International
2.07%
Countries
25
Largest Int'l Market
Ireland - 0.61%
United States of America
97.93% ($60.4B)
2,556 holdings
Ireland
0.61% ($378.0M)
18 holdings
Switzerland
0.33% ($205.4M)
11 holdings
Canada
0.28% ($175.1M)
66 holdings
United Kingdom
0.26% ($158.1M)
17 holdings
Taiwan
0.25% ($156.4M)
1 holdings
Bermuda
0.10% ($60.4M)
19 holdings
Luxembourg
0.06% ($34.1M)
5 holdings
Israel
0.05% ($33.3M)
9 holdings
Italy
0.02% ($13.3M)
1 holdings
Netherlands
0.02% ($11.5M)
5 holdings
Brazil
0.02% ($11.2M)
3 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
28 quarters
Avg. Top 20
28.9 quarters
Avg. All Positions
10.4 quarters
Median Holding Period
8 quarters
Persistence Rate
77.06%
Persistent Holdings Weight
98.42%
Persistent Positions
2,103
Longest Held
Ecolab, Inc. logo
Ecolab, Inc.ECL - 35 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.001%
Avg. Position Weight
0.04%
Largest Position
Vanguard S&P 500 ETF logo
Vanguard S&P 500 ETFVOO - 4.37%
Largest Ownership Stake
Information Services Group, Inc. logo
Information Services Group, Inc.III - 10.42%
Avg. Ownership Stake
0.16%
Ownership Stake >5%
2
Ownership Stake >1%
16

Historical (Since Q4 2016)

Avg. New Position
0.07%
Avg. Ownership Stake
0.20%
Largest Position
Exxon Mobil Corporation logo
Exxon Mobil CorporationXOM - 21.32% (Q4 2016)
Largest Ownership Stake
Semler Scientific, Inc. logo
Semler Scientific, Inc.SMLR - 19.24% (Q3 2024)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.5%
Value Traded
$2.13B
Positions Added
130
Positions Exited
151

Historical (Since Q4 2016)

Avg. Turnover Ratio
17.0%
Avg. Positions Added
111
Avg. Positions Exited
100
Highest Turnover
54.0%
Q2 2017
Lowest Turnover
3.5%
Q3 2025

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