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 | |
|---|---|---|---|---|---|---|---|
2876
Blackbaud
BLKB
$2.44B
| $277K | ﹤0.01% |
+6,657
| New | +$273K |
2026 Q3
0 quarters
|
|
2877
AB California Intermediate Municipal ETF
CAM
$1.19B
| $276K | ﹤0.01% |
11,458
| – | – |
2025 Q4
3 quarters
|
|
2878
Invesco Global Water ETF
PIO
$276M
| $276K | ﹤0.01% |
6,383
| – | – |
2026 Q2
1 quarter
|
|
2879
Mativ Holdings
MATV
$651M
| $275K | ﹤0.01% |
23,707
+4,133
| +21% | +$43.9K |
2025 Q2
5 quarters
|
|
2880
ProFrac Holding
ACDC
$574M
| $275K | ﹤0.01% |
63,306
-40,225
| -39% | -$193K |
2025 Q3
4 quarters
|
|
2881
Certara
CERT
$1.76B
| $275K | ﹤0.01% |
29,849
+6,994
| +31% | +$55.2K |
2026 Q2
1 quarter
|
|
2882
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.85B
| $274K | ﹤0.01% |
10,111
-2,766
| -21% | -$77.8K |
2026 Q1
2 quarters
|
|
2883
iRadimed
IRMD
$1.09B
| $274K | ﹤0.01% |
3,182
+95
| +3% | +$8.54K |
2025 Q4
3 quarters
|
|
2884
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.09B
| $274K | ﹤0.01% |
+11,821
| New | +$286K |
2026 Q3
0 quarters
|
|
2885
FirstSun Capital Bancorp
FSUN
$1.76B
| $274K | ﹤0.01% |
7,100
+586
| +9% | +$22.7K |
2026 Q2
1 quarter
|
|
2886
G-III Apparel Group
GIII
$1.36B
| $274K | ﹤0.01% |
10,096
-12,541
| -55% | -$407K |
2025 Q2
5 quarters
|
|
2887
CALL
TSMC
TSM
$2.07T
| $274K | ﹤0.01% |
+600
| New | +$254K |
2026 Q3
0 quarters
|
|
|
2888
PUT
TSMC
TSM
$2.07T
| $274K | ﹤0.01% |
600
| – | – |
2026 Q1
2 quarters
|
|
2889
NCR Atleos
NATL
$3.57B
| $273K | ﹤0.01% |
+6,042
| New | +$279K |
2026 Q3
0 quarters
|
|
2890
AAR Corp
AIR
$4.36B
| $273K | ﹤0.01% |
2,687
-165
| -6% | -$21.8K |
2026 Q2
1 quarter
|
|
2891
Innovator International Developed Power Buffer ETF - August
IAUG
$79.6M
| $272K | ﹤0.01% |
+9,002
| New | +$275K |
2026 Q3
0 quarters
|
|
2892
Herbalife
HLF
$1.67B
| $272K | ﹤0.01% |
22,434
-1,039
| -4% | -$12.8K |
2025 Q1
6 quarters
|
|
2893
State Street SPDR S&P 500 Scored and Screened ETF
EFIV
$965M
| $272K | ﹤0.01% |
+3,672
| New | +$271K |
2026 Q3
0 quarters
|
|
2894
JPMorgan Active Bond ETF
JBND
$9.6B
| $271K | ﹤0.01% |
+5,306
| New | +$279K |
2026 Q3
0 quarters
|
|
2895
Insight Enterprises
NSIT
$4.86B
| $271K | ﹤0.01% |
+1,735
| New | +$246K |
2026 Q3
0 quarters
|
|
2896
Omada Health Inc
OMDA
$889M
| $271K | ﹤0.01% |
13,015
+1,680
| +15% | +$37.2K |
2026 Q2
1 quarter
|
|
2897
Outfront Media
OUT
$5.91B
| $271K | ﹤0.01% |
9,759
+1,957
| +25% | +$59.8K |
2026 Q2
1 quarter
|
|
2898
Banco de Chile
BCH
$19.8B
| $271K | ﹤0.01% |
6,761
-240
| -3% | -$9.9K |
2025 Q3
4 quarters
|
|
2899
Flaherty & Crumrine Dynamic Preferred and Income Fund
DFP
$384M
| $270K | ﹤0.01% |
14,300
| – | – |
2022 Q4
15 quarters
|
|
2900
Seabridge Gold
SA
$2.69B
| $270K | ﹤0.01% |
+9,514
| New | +$279K |
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.