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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
ORBS icon
3601
Eightco Holdings
ORBS
$281M
– –
-283,050
Closed -$197K –
OFIX icon
3602
Orthofix Medical
OFIX
$292M
– –
-13,366
Closed -$122K –
OM icon
3603
Outset Medical
OM
$70.4M
– –
-19,009
Closed -$82.1K –
ORLA
3604
DELISTED
Orla Mining
ORLA
– –
-16,061
Closed -$157K –
OUST icon
3605
Ouster
OUST
$2.44B
– –
-3,931
Closed -$246K –
OXM icon
3606
Oxford Industries
OXM
$420M
– –
-6,996
Closed -$244K –
OXY icon
3607
CALL
Occidental Petroleum
OXY
$58.7B
– –
-1,000
Closed -$48.6K –
PACB icon
3608
Pacific Biosciences
PACB
$612M
– –
-98,511
Closed -$165K –
PBH icon
3609
Prestige Consumer Healthcare
PBH
$2.19B
– –
-9,669
Closed -$457K –
PCT icon
3610
PureCycle Technologies
PCT
$343M
– –
-34,235
Closed -$278K –
PFE icon
3611
PUT
Pfizer
PFE
$165B
– –
-400
Closed -$9.6K –
PFSI icon
3612
PennyMac Financial
PFSI
$3.15B
– –
-5,599
Closed -$488K –
PSFE icon
3613
Paysafe
PSFE
$210M
– –
-20,192
Closed -$151K –
PTON icon
3614
CALL
Peloton Interactive
PTON
$2.54B
– –
-1,000
Closed -$5.91K –
QDEL icon
3615
QuidelOrtho
QDEL
$737M
– –
-19,948
Closed -$349K –
QLD icon
3616
ProShares Ultra QQQ
QLD
$12.3B
– –
-8,927
Closed -$864K –
QQQJ icon
3617
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.16B
– –
-5,409
Closed -$246K –
QSI icon
3618
Quantum-Si Incorporated
QSI
$253M
– –
-85,347
Closed -$75.5K –
RARE icon
3619
Ultragenyx Pharmaceutical
RARE
$1.64B
– –
-105,055
Closed -$3.51M –
RCAT icon
3620
Red Cat Holdings
RCAT
$580M
– –
-18,635
Closed -$198K –
RCEL icon
3621
Avita Medical
RCEL
$491M
– –
-12,857
Closed -$53.1K –
RGP icon
3622
Resources Connection
RGP
$92.7M
– –
-56,144
Closed -$239K –
RH icon
3623
RH
RH
$2.45B
– –
-2,016
Closed -$332K –
RR icon
3624
Richtech Robotics
RR
$170M
– –
-12,410
Closed -$26.2K –
SANA icon
3625
Sana Biotechnology
SANA
$605M
– –
-21,336
Closed -$74.5K –
143 144
145
146 147

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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.