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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
TTGT icon
3651
TechTarget
TTGT
$205M
– –
-11,397
Closed -$41K –
TYG icon
3652
Tortoise Energy Infrastructure Corp
TYG
$969M
– –
-21,363
Closed -$916K –
TZA icon
3653
Direxion Daily Small Cap Bear 3x ETF
TZA
$185M
– –
-1,000
Closed -$37.9K –
USNA icon
3654
Usana Health Sciences
USNA
$245M
– –
-12,187
Closed -$260K –
UUP icon
3655
Invesco DB US Dollar Index Bullish Fund
UUP
$490M
– –
-7,232
Closed -$205K –
VRRM icon
3656
Verra Mobility
VRRM
$280M
– –
-47,881
Closed -$203K –
VTC icon
3657
Vanguard Total Corporate Bond ETF
VTC
$1.59B
– –
-6,377
Closed -$490K –
WALD icon
3658
DELISTED
Waldencast
WALD
– –
-15,585
Closed -$27.4K –
WBS icon
3659
DELISTED
Webster Financial
WBS
– –
-13,588
Closed -$1.04M –
WD icon
3660
Walker & Dunlop
WD
$1.32B
– –
-18,340
Closed -$1M –
WDAY icon
3661
PUT
Workday
WDAY
$47.3B
– –
-500
Closed -$61.2K –
WEN icon
3662
CALL
Wendy's
WEN
$1.58B
– –
-1,000
Closed -$8.29K –
WM icon
3663
PUT
Waste Management
WM
$97B
– –
-1,500
Closed -$334K –
WT icon
3664
WisdomTree
WT
$3.27B
– –
-17,487
Closed -$296K –
WTV icon
3665
WisdomTree US Value Fund
WTV
$3.4B
– –
-2,919
Closed -$297K –
WULF icon
3666
CALL
TeraWulf
WULF
$6.33B
– –
-400
Closed -$9.9K –
XRX icon
3667
Xerox
XRX
$125M
– –
-16,336
Closed -$51.1K –
YELP icon
3668
Yelp
YELP
$1.11B
– –
-26,656
Closed -$654K –
ZUMZ icon
3669
Zumiez
ZUMZ
$215M
– –
-10,805
Closed -$192K –
ARQ icon
3670
Arq
ARQ
$141M
– –
-11,806
Closed -$30.1K –
LENZ icon
3671
LENZ Therapeutics
LENZ
$130M
– –
-20,571
Closed -$117K –
CTRI icon
3672
Centuri Holdings
CTRI
$2.2B
– –
-7,191
Closed -$217K –
LOAR icon
3673
PUT
Loar Holdings
LOAR
$7.01B
– –
-1,000
Closed -$80.6K –
CNH icon
3674
CALL
CNH Industrial
CNH
$19.1B
– –
-500
Closed -$5.62K –
ATYR icon
3675
aTyr Pharma
ATYR
$15.6M
– –
-731
Closed -$17.4K –
144 145 146
147
148

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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.