Cerity Partners Portfolio holdings
Cerity Partners is a wealth management firm, formerly called HPM Partners, that serves high net worth families, businesses and their employees, and nonprofits. HPM Partners took the new name in January 2019, a twist on the word sincerity. Besides managing investments, it offers financial planning, tax preparation and retirement plan consulting. It can also open private markets to clients through hedge funds and private equity funds. Employees own part of the firm through a holding company, alongside funds tied to private equity firm Genstar Capital. Genstar took a majority stake in a 2022 recapitalization.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$214M |
| 2 |
Apple
AAPL
|
+$151M |
| 3 |
NVIDIA
NVDA
|
+$134M |
| 4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$106M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$99.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$392M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$130M |
| 3 |
Vanguard Extended Market ETF
VXF
|
+$57M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$56.8M |
| 5 |
Danaher
DHR
|
+$51.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 46.85% |
| 2 | Technology | 19.41% |
| 3 | Financials | 6.53% |
| 4 | Healthcare | 5.9% |
| 5 | Communication Services | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2551
Seven Hills Realty Trust
SEVN
$149M
| $438K | ﹤0.01% |
63,602
+3,463
| +6% | +$26.8K |
2026 Q1
2 quarters
|
|
2552
Marathon Digital Holdings
MARA
$2.71B
| $437K | ﹤0.01% |
38,604
-10,053
| -21% | -$116K |
2026 Q1
2 quarters
|
|
2553
Rush Street Interactive
RSI
$1.36B
| $437K | ﹤0.01% |
21,499
-17,963
| -46% | -$489K |
2024 Q3
8 quarters
|
|
2554
D-Wave Quantum Inc
QBTS
$3.63B
| $436K | ﹤0.01% |
26,287
+7,735
| +42% | +$143K |
2025 Q3
4 quarters
|
|
2555
Evertec
EVTC
$1.93B
| $434K | ﹤0.01% |
16,118
+4,326
| +37% | +$128K |
2026 Q1
2 quarters
|
|
2556
Napco Security Technologies
NSSC
$1.08B
| $434K | ﹤0.01% |
12,182
+15
| +0.1% | +$554 |
2025 Q2
5 quarters
|
|
2557
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.03B
| $431K | ﹤0.01% |
4,592
+969
| +27% | +$93.5K |
2023 Q4
11 quarters
|
|
2558
Tencent Music
TME
$14.7B
| $429K | ﹤0.01% |
54,161
-855
| -2% | -$7.43K |
2022 Q2
17 quarters
|
|
2559
First Trust Managed Municipal ETF
FMB
$1.91B
| $429K | ﹤0.01% |
8,963
-180
| -2% | -$9.01K |
2026 Q1
2 quarters
|
|
2560
iShares iBonds Oct 2027 Term TIPS ETF
IBID
$159M
| $428K | ﹤0.01% |
16,542
-1,008
| -6% | -$26K |
2026 Q1
2 quarters
|
|
2561
PROG Holdings
PRG
$1.5B
| $428K | ﹤0.01% |
13,831
-7,650
| -36% | -$310K |
2025 Q4
3 quarters
|
|
2562
Team
TISI
$106M
| $427K | ﹤0.01% |
14,890
| – | – |
2026 Q1
2 quarters
|
|
2563
Denali Therapeutics
DNLI
$3B
| $427K | ﹤0.01% |
20,654
-933
| -4% | -$21.8K |
2026 Q1
2 quarters
|
|
2564
PUT
Micron Technology
MU
$881B
| $426K | ﹤0.01% |
+400
| New | +$380K |
2026 Q3
0 quarters
|
|
2565
ESAB
ESAB
$5.18B
| $426K | ﹤0.01% |
+6,460
| New | +$522K |
2026 Q3
0 quarters
|
|
2566
Alexander's
ALX
$1.25B
| $425K | ﹤0.01% |
1,724
+330
| +24% | +$87.7K |
2025 Q1
6 quarters
|
|
2567
Knife River
KNF
$3.2B
| $424K | ﹤0.01% |
8,418
-3,454
| -29% | -$234K |
2023 Q4
11 quarters
|
|
2568
Tompkins Financial
TMP
$1.44B
| $423K | ﹤0.01% |
4,394
+1,005
| +30% | +$97.8K |
2025 Q4
3 quarters
|
|
2569
First Trust Morningstar Dividend Leaders Index Fund
FDL
$8.55B
| $423K | ﹤0.01% |
8,608
-1,000
| -10% | -$51.5K |
2025 Q1
6 quarters
|
|
2570
KBR
KBR
$4.49B
| $421K | ﹤0.01% |
+11,977
| New | +$438K |
2026 Q3
0 quarters
|
|
2571
Joby Aviation
JOBY
$5.16B
| $420K | ﹤0.01% |
69,457
+28,883
| +71% | +$210K |
2025 Q2
5 quarters
|
|
2572
Perrigo
PRGO
$2.25B
| $420K | ﹤0.01% |
28,442
-52,151
| -65% | -$658K |
2026 Q1
2 quarters
|
|
2573
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.2B
| $419K | ﹤0.01% |
5,101
| – | – |
2025 Q3
4 quarters
|
|
2574
Nelnet
NNI
$4.46B
| $419K | ﹤0.01% |
+3,405
| New | +$441K |
2026 Q3
0 quarters
|
|
|
JMKE
2575
Jersey Mike's Subs
JMKE
$6.17B
| $419K | ﹤0.01% |
+24,912
| New | +$528K |
2026 Q3
0 quarters
|
|
Similar funds
Cerity Partners's Q3 2026 Portfolio in Review
As of Q3 2026, Cerity Partners held 3,711 positions worth $87.3B, up 5.5% from $82.7B the previous quarter. Its ten largest holdings account for 25% of the portfolio.
Cerity Partners's Q3 2026 filing shows 307 new, 1,756 increased, 1,219 reduced and 234 closed positions. Its largest new stake was Vistance Networks Inc: 1,358,996 shares worth $8.13M. The largest sale was Tesla, an estimated $392M.
By sector, the portfolio is most concentrated in Miscellaneous at 47% of assets, down from 48% a quarter earlier, followed by Technology and Financials.
- Cerity Partners's largest Q3 2026 buy was Vistance Networks Inc: 1,358,996 shares worth $8.13M.
- Cerity Partners added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2026, an estimated $214M increase.
- Cerity Partners's biggest Q3 2026 reduction was Tesla, cutting an estimated $392M.
- Cerity Partners fully exited AvalonBay Communities in Q3 2026, selling an estimated $10.6M.
- Cerity Partners's ten largest holdings make up 25% of its $87.3B portfolio in Q3 2026.
- Cerity Partners opened 307 new positions and closed 234 in Q3 2026.
- Cerity Partners's portfolio value rose 5.5% quarter-over-quarter to $87.3B.
Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.