Position in VMI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,705,887
-$169,896 QoQ
Shares Held
6,772
-5.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 1.6686355581807442.ToString("F0")%
Shared 18.975191966922623.ToString("F0")%
None 79.35617247489664.ToString("F0")%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Mar 31, 2026Cerity Partners LLC holds $242,907,876 across 10 Conglomerates names. VMI ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HON |
Honeywell International Inc
|
625,698 | $141,426,517 | |
| 2 | MMM |
3M Co
|
574,596 | $83,448,576 | |
| 3 | SEB |
Seaboard Corp /De/
|
1,397 | $7,898,664 | |
| 4 | BOOM |
DMC Global Inc.
|
535,920 | $2,792,143 | |
| 5 | VMI |
Valmont Industries Inc
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|
6,772 | $2,705,887 | |
| 6 | GHC |
Graham Holdings Co
|
2,254 | $2,383,063 | |
| 7 | DLX |
Deluxe Corp
|
62,070 | $1,709,407 | |
| 8 | CODI |
Compass Diversified Holdings
|
44,929 | $353,141 |
All Filings in VMI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||