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Cerity Partners

Cerity Partners Portfolio holdings

AUM $87.3B Turnover 14.58%
1-Year Est. Return 22.01%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+2.59%
1 Year Est. Return
+22.01%
3 Year Est. Return
+91.57%
5 Year Est. Return
+89.52%
10 Year Est. Return
+346.31%
AUM
$87.3B
AUM Growth
+$4.53B
Cap. Flow
+$2.46B
Cap. Flow %
2.82%
Top 10 Hldgs %
24.79%
Holding
3,711
New
307
Increased
1,756
Reduced
1,219
Closed
234
Avg Time Held Equity + Options
2.5 years
Top 10 Avg Time Held Equity + Options
2.7 years
Top 20 Avg Time Held Equity + Options
3.4 years
Avg Time Held Equity only
2.6 years
Top 10 Avg Time Held Equity only
3 years
Top 20 Avg Time Held Equity only
3.4 years

Top Buys

Rank Stock Value
1
SPYM icon
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$214M
2
AAPL icon
Apple
AAPL
+$151M
3
NVDA icon
NVIDIA
NVDA
+$134M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$106M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$99.1M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$392M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$130M
3
VXF icon
Vanguard Extended Market ETF
VXF
+$57M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$56.8M
5
DHR icon
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
CLNE icon
3501
Clean Energy Fuels
CLNE
$406M
– –
-47,592
Closed -$97.6K –
CLSE icon
3502
Convergence Long/Short Equity ETF
CLSE
$968M
– –
-57,117
Closed -$1.95M –
CNXT icon
3503
VanEck ChiNext Innovators ETF
CNXT
$60.9M
– –
-3,590
Closed -$224K –
CPA icon
3504
Copa Holdings
CPA
$5.75B
– –
-11,646
Closed -$1.81M –
CPRX icon
3505
DELISTED
Catalyst Pharmaceutical
CPRX
– –
-21,139
Closed -$664K –
CRM icon
3506
CALL
Salesforce
CRM
$179B
– –
-100
Closed -$15.7K –
CRNX icon
3507
DELISTED
Crinetics Pharmaceuticals
CRNX
– –
-24,133
Closed -$903K –
CSV icon
3508
Carriage Services
CSV
$449M
– –
-6,079
Closed -$233K –
CTMX icon
3509
CytomX Therapeutics
CTMX
$445M
– –
-36,673
Closed -$138K –
CWH icon
3510
Camping World
CWH
$449M
– –
-12,122
Closed -$92.5K –
DFH icon
3511
Dream Finders Homes
DFH
$965M
– –
-12,803
Closed -$221K –
DH icon
3512
Definitive Healthcare
DH
$140M
– –
-19,425
Closed -$16.1K –
DNA icon
3513
Ginkgo Bioworks
DNA
$623M
– –
-10,906
Closed -$108K –
DNUT icon
3514
Krispy Kreme
DNUT
$680M
– –
-58,638
Closed -$207K –
DSM icon
3515
BNY Mellon Strategic Municipal Bond Fund
DSM
$272M
– –
-10,000
Closed -$61.5K –
DX icon
3516
Dynex Capital
DX
$2.61B
– –
-29,499
Closed -$387K –
EA icon
3517
DELISTED
Electronic Arts
EA
– –
-39,614
Closed -$8.12M –
EBAY icon
3518
PUT
eBay
EBAY
$53.1B
– –
-200
Closed -$22.4K –
ECC icon
3519
Eagle Point Credit Company
ECC
$310M
– –
-16,595
Closed -$61.7K –
ECL icon
3520
PUT
Ecolab
ECL
$86.7B
– –
-600
Closed -$167K –
EE icon
3521
Excelerate Energy
EE
$1.17B
– –
-8,427
Closed -$320K –
EHTH icon
3522
eHealth
EHTH
$13.4M
– –
-14,560
Closed -$21.7K –
ELDN icon
3523
Eledon Pharmaceuticals
ELDN
$179M
– –
-26,597
Closed -$105K –
EMC icon
3524
Global X Emerging Markets Great Consumer ETF
EMC
$52.1M
– –
-16,579
Closed -$624K –
ENPH icon
3525
Enphase Energy
ENPH
$3.45B
– –
-4,205
Closed -$207K –
139 140
141
142 143

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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.