Position in VMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,001,208
+$295,321 QoQ
Shares Held
5,196
-23.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#221
of 649 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 4%
Shared 8%
None 89%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Cerity Partners LLC holds $127,251,362 across 10 Conglomerates names. VMI ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
286,044 | $64,045,249 | |
| 2 | MMM |
3M Co
|
244,818 | $39,638,481 | |
| 3 | SEB |
Seaboard Corp /De/
|
1,741 | $7,772,397 | |
| 4 | BOOM |
DMC Global Inc.
|
1,077,516 | $6,260,366 | |
| 5 | VMI |
Valmont Industries Inc
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|
5,196 | $3,001,208 | |
| 6 | GHC |
Graham Holdings Co
|
2,505 | $2,859,255 | |
| 7 | TTI |
Tetra Technologies Inc
|
170,001 | $1,926,111 | |
| 8 | DLX |
Deluxe Corp
|
54,542 | $1,302,462 |
All Filings in VMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,001,208 | 5,196 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,705,887 | 6,772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,875,783 | 7,148 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,185,246 | 5,636 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $768,745 | 2,354 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $207,463 | 727 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $262,694 | 906 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||