HPM Partners LLC Portfolio Holdings
Q3 2025•2,729 long positions•$61.7B portfolio value
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Holding2,880 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
ETF ETF | $2.7B 4.37% | — 4.4M shares | 4.3M → 4.4M +$73.2M | +2.79% | — — | Q1 2017 Held for 8y 8m | |
Consumer Electronics Technology | $2.2B 3.61% | 0.059% 8.8M shares | 8.9M → 8.8M −$12.6M | -0.56% | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $2.2B 3.53% | 0.048% 11.7M shares | 10.9M → 11.7M +$149.9M | +7.4% | $4.54T Mega Cap | Q2 2017 Held for 8y 5m | |
Software - Infrastructure Technology | $1.9B 3.08% | 0.049% 3.7M shares | 3.7M → 3.7M −$14.6M | -0.76% | $3.85T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $1.5B 2.51% | — 2.3M shares | 2.3M → 2.3M +$30.3M | +2.0% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $1.3B 2.15% | — 2.2M shares | 2.2M → 2.2M −$11.1M | -0.83% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $1.1B 1.82% | — 18.7M shares | 17.5M → 18.7M +$71.6M | +6.83% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $1.0B 1.64% | — 11.6M shares | 11.7M → 11.6M −$7.0M | -0.68% | — — | Q2 2017 Held for 8y 5m | |
Specialty Retail Consumer Cyclical | $985.6M 1.6% | 0.042% 4.5M shares | 4.3M → 4.5M +$40.1M | +4.25% | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $947.7M 1.54% | 0.061% 2.9M shares | 2.9M → 2.9M −$2.3M | -0.24% | $1.56T Mega Cap | Q3 2018 Held for 7y 2m | |
Household & Personal Products Consumer Defensive | $944.1M 1.53% | 0.263% 6.1M shares | 6.5M → 6.1M −$59.8M | -5.95% | $359.62B Mega Cap | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $831.1M 1.35% | 0.028% 3.4M shares | 3.5M → 3.4M −$14.4M | -1.7% | $2.95T Mega Cap | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $790.6M 1.28% | 0.027% 3.2M shares | 3.3M → 3.2M −$9.2M | -1.15% | $2.95T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $721.2M 1.17% | — 3.7M shares | 3.8M → 3.7M −$9.1M | -1.25% | — — | Q1 2021 Held for 4y 8m | |
Internet Content & Information Communication Services | $710.2M 1.15% | 0.039% 970.7K shares | 881.0K → 970.7K +$65.7M | +10.19% | $1.84T Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $703.9M 1.14% | — 7.0M shares | 6.7M → 7.0M +$31.8M | +4.73% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $620.1M 1.01% | 0.071% 2.0M shares | 2.0M → 2.0M −$10.1M | -1.6% | $867.35B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $561.4M 0.911% | — 1.7M shares | 1.7M → 1.7M +$13.0M | +2.37% | — — | Q1 2017 Held for 8y 8m | |
Drug Manufacturers - General Healthcare | $525.5M 0.852% | 0.077% 690.6K shares | 607.2K → 690.6K +$63.4M | +13.73% | $684.00B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $496.9M 0.806% | — 18.9M shares | 18.7M → 18.9M +$3.5M | +0.71% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $481.2M 0.78% | — 4.0M shares | 3.8M → 4.0M +$35.0M | +7.84% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $438.6M 0.711% | — 730.6K shares | 731.6K → 730.6K −$566.7K | -0.13% | — — | Q1 2023 Held for 2y 8m | |
Insurance - Diversified Financial Services | $386.1M 0.626% | 0.036% 767.9K shares | 775.0K → 767.9K −$3.6M | -0.91% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $379.0M 0.615% | 0.057% 1.1M shares | 1.1M → 1.1M −$784.1K | -0.21% | $662.60B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $374.0M 0.607% | — 798.4K shares | 884.9K → 798.4K −$40.5M | -9.77% | — — | Q1 2017 Held for 8y 8m | |
Discount Stores Consumer Defensive | $373.5M 0.606% | 0.091% 403.5K shares | 393.7K → 403.5K +$9.0M | +2.48% | $410.27B Mega Cap | Q1 2017 Held for 8y 8m | |
Financial - Credit Services Financial Services | $371.9M 0.603% | 7.09% 796.6K shares | 796.7K → 796.6K −$42.5K | -0.01% | $5.2B Mid Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $333.2M 0.54% | — 1.8M shares | 1.7M → 1.8M +$10.4M | +3.23% | — — | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $330.6M 0.536% | 0.074% 1.8M shares | 1.8M → 1.8M −$5.4M | -1.6% | $446.55B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $325.8M 0.528% | — 5.0M shares | 4.4M → 5.0M +$38.2M | +13.28% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $312.2M 0.506% | — 4.7M shares | 4.4M → 4.7M +$19.2M | +6.55% | — — | Q1 2017 Held for 8y 8m | |
Discount Stores Consumer Defensive | $310.3M 0.503% | 0.038% 3.0M shares | 3.0M → 3.0M +$6.3M | +2.06% | $821.68B Mega Cap | Q1 2017 Held for 8y 8m | |
Home Improvement Consumer Cyclical | $308.9M 0.501% | 0.077% 762.5K shares | 755.6K → 762.5K +$2.8M | +0.92% | $403.32B Mega Cap | Q1 2017 Held for 8y 8m | |
Software - Infrastructure Technology | $299.7M 0.486% | 0.037% 1.1M shares | 1.0M → 1.1M +$6.7M | +2.28% | $801.76B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $295.4M 0.479% | — 1.2M shares | 1.1M → 1.2M +$7.5M | +2.6% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $293.7M 0.476% | — 2.0M shares | 2.0M → 2.0M −$2.0M | -0.67% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $286.3M 0.464% | — 11.1M shares | 10.5M → 11.1M +$14.0M | +5.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $276.9M 0.449% | — 757.5K shares | 749.4K → 757.5K +$3.0M | +1.09% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $276.8M 0.449% | — 943.0K shares | 921.5K → 943.0K +$6.3M | +2.34% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $274.6M 0.445% | — 572.6K shares | 394.6K → 572.6K +$85.4M | +45.1% | — — | Q1 2017 Held for 8y 8m | |
Drug Manufacturers - General Healthcare | $263.3M 0.427% | 0.064% 1.1M shares | 1.1M → 1.1M +$1.2M | +0.45% | $409.03B Mega Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $258.4M 0.419% | — 5.1M shares | 5.2M → 5.1M −$7.0M | -2.64% | — — | Q2 2022 Held for 3y 5m | |
Industrial - Machinery Industrials | $240.5M 0.39% | 0.316% 922.4K shares | 947.2K → 922.4K −$6.5M | -2.62% | $76.0B Large Cap | Q1 2017 Held for 8y 8m | |
ETF ETF | $233.1M 0.378% | — 4.0M shares | 3.7M → 4.0M +$16.7M | +7.71% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $229.3M 0.372% | — 2.9M shares | 2.6M → 2.9M +$23.8M | +11.6% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $229.0M 0.371% | — 3.8M shares | 3.8M → 3.8M −$626.1K | -0.27% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $227.7M 0.369% | — 3.1M shares | 3.1M → 3.1M +$5.0M | +2.26% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $225.5M 0.366% | 0.047% 2.0M shares | 2.0M → 2.0M −$1.6M | -0.72% | $480.68B Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $225.2M 0.365% | — 8.4M shares | 7.8M → 8.4M +$15.8M | +7.57% | — — | Q4 2020 Held for 4y 11m | |
Financial - Credit Services Financial Services | $223.1M 0.362% | 0.043% 392.2K shares | 395.6K → 392.2K −$2.0M | -0.87% | $514.21B Mega Cap | Q4 2016 Held for 8y 11m |
