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 | |
|---|---|---|---|---|---|---|---|
301
Illumina
ILMN
$31.3B
| $43M | 0.05% |
157,160
+2,470
| +2% | +$519K |
2017 Q1
38 quarters
|
|
302
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.77B
| $43M | 0.05% |
312,070
+48,824
| +19% | +$7.16M |
2019 Q3
28 quarters
|
|
303
FedEx
FDX
$75.9B
| $42.8M | 0.05% |
150,096
+2,993
| +2% | +$940K |
2017 Q1
38 quarters
|
|
304
Ameriprise Financial
AMP
$45.1B
| $42.5M | 0.05% |
86,283
+5,112
| +6% | +$2.75M |
2017 Q1
38 quarters
|
|
305
Cheniere Energy
LNG
$63B
| $42.3M | 0.05% |
157,292
+45,936
| +41% | +$12.4M |
2022 Q2
17 quarters
|
|
306
Medpace
MEDP
$18.3B
| $42.1M | 0.05% |
67,402
+14,496
| +27% | +$8.49M |
2023 Q3
12 quarters
|
|
307
Freeport-McMoran
FCX
$85B
| $41.6M | 0.05% |
593,918
+76,207
| +15% | +$5.19M |
2020 Q4
23 quarters
|
|
308
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.93B
| $41.6M | 0.05% |
971,556
-1,809
| -0.2% | -$80.7K |
2025 Q4
3 quarters
|
|
309
IQVIA
IQV
$43.7B
| $41.5M | 0.05% |
154,247
+13,020
| +9% | +$3.15M |
2020 Q3
24 quarters
|
|
310
Newmont
NEM
$118B
| $41.4M | 0.05% |
358,995
+82,704
| +30% | +$9.26M |
2021 Q4
19 quarters
|
|
311
Delta Air Lines
DAL
$56.7B
| $40.8M | 0.05% |
488,863
+14,285
| +3% | +$1.21M |
2017 Q1
38 quarters
|
|
312
TechnipFMC
FTI
$25.8B
| $40.5M | 0.05% |
596,022
+12,793
| +2% | +$941K |
2023 Q4
11 quarters
|
|
313
Regeneron Pharmaceuticals
REGN
$98.8B
| $39.9M | 0.05% |
52,598
+13,324
| +34% | +$10.1M |
2017 Q3
36 quarters
|
|
314
Adobe
ADBE
$94.6B
| $39.7M | 0.05% |
165,251
-32,037
| -16% | -$8.02M |
2017 Q1
38 quarters
|
|
315
CVS Health
CVS
$114B
| $39.6M | 0.05% |
462,274
+27,121
| +6% | +$2.66M |
2016 Q4
39 quarters
|
|
316
Unilever
UL
$143B
| $39.6M | 0.05% |
651,917
+18,043
| +3% | +$1.13M |
2016 Q4
39 quarters
|
|
317
Vanguard S&P 500 Growth ETF
VOOG
$26.2B
| $39.5M | 0.05% |
461,689
-250,233
| -35% | -$20.9M |
2023 Q1
14 quarters
|
|
318
Occidental Petroleum
OXY
$58.7B
| $38.6M | 0.04% |
698,151
+426,767
| +157% | +$24.4M |
2023 Q2
13 quarters
|
|
319
Cloudflare
NET
$110B
| $38.5M | 0.04% |
110,928
+44,821
| +68% | +$13.3M |
2023 Q4
11 quarters
|
|
320
Lowe's Companies
LOW
$128B
| $38.4M | 0.04% |
208,321
-32,478
| -13% | -$6.74M |
2017 Q1
38 quarters
|
|
321
Schwab US Large-Cap Value ETF
SCHV
$15.8B
| $38.2M | 0.04% |
1,147,448
-596,830
| -34% | -$20.5M |
2022 Q1
18 quarters
|
|
322
Constellation Energy
CEG
$98.5B
| $38.1M | 0.04% |
149,828
-4,927
| -3% | -$1.32M |
2022 Q3
16 quarters
|
|
323
State Street Health Care Select Sector SPDR ETF
XLV
$51B
| $37.9M | 0.04% |
225,238
-49,803
| -18% | -$8.3M |
2021 Q4
19 quarters
|
|
324
Veeva Systems
VEEV
$48.8B
| $37.8M | 0.04% |
132,532
+13,354
| +11% | +$3.14M |
2020 Q2
25 quarters
|
|
|
325
PUT
Apple
AAPL
$5.18T
| $37.7M | 0.04% |
113,200
+38,200
| +51% | +$12.3M |
2025 Q4
3 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.