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 | |
|---|---|---|---|---|---|---|---|
551
KeyCorp
KEY
$22.7B
| $17.3M | 0.02% |
859,539
-17,178
| -2% | -$382K |
2017 Q2
37 quarters
|
|
552
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$4B
| $17.1M | 0.02% |
172,404
-40,261
| -19% | -$4M |
2023 Q2
13 quarters
|
|
553
Mitsubishi UFJ Financial
MUFG
$246B
| $17M | 0.02% |
735,680
-13,240
| -2% | -$299K |
2021 Q4
19 quarters
|
|
554
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42B
| $16.8M | 0.02% |
274,393
-90,934
| -25% | -$5.42M |
2024 Q2
9 quarters
|
|
555
Corteva
CTVA
$6.29B
| $16.8M | 0.02% |
216,004
-27,883
| -11% | -$2.31M |
2021 Q1
22 quarters
|
|
556
BorgWarner
BWA
$10.2B
| $16.7M | 0.02% |
278,382
-2,175
| -0.8% | -$140K |
2020 Q3
24 quarters
|
|
557
DoorDash
DASH
$74.8B
| $16.7M | 0.02% |
90,776
+13,744
| +18% | +$2.77M |
2021 Q4
19 quarters
|
|
558
Sony
SONY
$158B
| $16.6M | 0.02% |
705,525
-90,092
| -11% | -$2.06M |
2021 Q4
19 quarters
|
|
559
HCA Healthcare
HCA
$104B
| $16.6M | 0.02% |
38,797
-58,953
| -60% | -$24.2M |
2021 Q4
19 quarters
|
|
560
Moderna
MRNA
$90.4B
| $16.5M | 0.02% |
85,796
-3,920
| -4% | -$422K |
2025 Q3
4 quarters
|
|
561
Energy Transfer Partners
ET
$66.8B
| $16.5M | 0.02% |
833,852
+457,574
| +122% | +$9.44M |
2018 Q4
31 quarters
|
|
562
Ciena
CIEN
$39.8B
| $16.4M | 0.02% |
46,596
-9,799
| -17% | -$3.78M |
2022 Q2
17 quarters
|
|
563
United Airlines
UAL
$35.5B
| $16.4M | 0.02% |
147,429
+28,131
| +24% | +$3.32M |
2020 Q4
23 quarters
|
|
564
Dollar Tree
DLTR
$25.9B
| $16.3M | 0.02% |
143,079
+85,089
| +147% | +$10.6M |
2022 Q2
17 quarters
|
|
565
Nu Holdings
NU
$64B
| $16.2M | 0.02% |
1,282,415
+66,232
| +5% | +$939K |
2023 Q2
13 quarters
|
|
566
Darling Ingredients
DAR
$8.67B
| $16.2M | 0.02% |
266,965
-186,211
| -41% | -$11.7M |
2023 Q4
11 quarters
|
|
567
BHP
BHP
$202B
| $16.2M | 0.02% |
190,705
+64,763
| +51% | +$5.64M |
2022 Q1
18 quarters
|
|
568
Harbor Long-Term Growers ETF
WINN
$1.18B
| $16.2M | 0.02% |
471,210
-5,301
| -1% | -$177K |
2026 Q1
2 quarters
|
|
569
Mueller Industries
MLI
$12B
| $16.1M | 0.02% |
265,798
-15,156
| -5% | -$944K |
2024 Q1
10 quarters
|
|
570
Aon
AON
$71.8B
| $16.1M | 0.02% |
58,148
-31,912
| -35% | -$10.8M |
2019 Q3
28 quarters
|
|
571
TPG
TPG
$8.7B
| $16M | 0.02% |
362,739
+6,247
| +2% | +$294K |
2024 Q4
7 quarters
|
|
572
UDR
UDR
$11.5B
| $15.9M | 0.02% |
474,753
+292,267
| +160% | +$11M |
2022 Q2
17 quarters
|
|
573
Everest Group
EG
$15.8B
| $15.8M | 0.02% |
43,368
+2,661
| +7% | +$995K |
2017 Q1
38 quarters
|
|
574
Vanguard Russell 2000 ETF
VTWO
$16.6B
| $15.7M | 0.02% |
140,306
-3,582
| -2% | -$425K |
2019 Q2
29 quarters
|
|
575
CALL
Invesco QQQ Trust
QQQ
$461B
| $15.7M | 0.02% |
+21,200
| New | +$15.1M |
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.