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 | |
|---|---|---|---|---|---|---|---|
576
Carnival Corporation Ltd
CCL
$39.3B
| $15.7M | 0.02% |
637,806
+113,756
| +22% | +$2.91M |
2023 Q4
11 quarters
|
|
577
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.36B
| $15.6M | 0.02% |
368,326
+7,586
| +2% | +$335K |
2026 Q1
2 quarters
|
|
578
State Street SPDR S&P International Small Cap ETF
GWX
$889M
| $15.6M | 0.02% |
341,663
+2,828
| +0.8% | +$128K |
2019 Q3
28 quarters
|
|
579
Avantor
AVTR
$10.5B
| $15.5M | 0.02% |
1,031,815
-26,954
| -3% | -$362K |
2025 Q4
3 quarters
|
|
580
J.M. Smucker
SJM
$14.2B
| $15.5M | 0.02% |
130,535
+1,157
| +0.9% | +$139K |
2022 Q2
17 quarters
|
|
581
Synchrony
SYF
$22.5B
| $15.5M | 0.02% |
218,054
+19,561
| +10% | +$1.49M |
2020 Q3
24 quarters
|
|
582
AerCap
AER
$26.7B
| $15.4M | 0.02% |
107,306
-2,582
| -2% | -$381K |
2023 Q4
11 quarters
|
|
583
State Street
STT
$47.2B
| $15.4M | 0.02% |
88,186
-9,547
| -10% | -$1.77M |
2020 Q3
24 quarters
|
|
584
Evercore
EVR
$11.3B
| $15.4M | 0.02% |
59,722
-13,530
| -18% | -$4.12M |
2022 Q4
15 quarters
|
|
585
Allstate
ALL
$66.2B
| $15.4M | 0.02% |
69,225
+7,479
| +12% | +$1.9M |
2020 Q3
24 quarters
|
|
586
Banco Santander
SAN
$176B
| $15.4M | 0.02% |
1,110,197
+134,706
| +14% | +$1.92M |
2021 Q4
19 quarters
|
|
587
Rockwell Automation
ROK
$44.2B
| $15.3M | 0.02% |
35,202
-979
| -3% | -$435K |
2021 Q4
19 quarters
|
|
588
Paylocity
PCTY
$9.26B
| $15.3M | 0.02% |
107,426
+9,626
| +10% | +$1.35M |
2022 Q2
17 quarters
|
|
589
Biogen
BIIB
$37.5B
| $15.3M | 0.02% |
67,803
-10,343
| -13% | -$2.19M |
2022 Q2
17 quarters
|
|
590
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.5B
| $15.2M | 0.02% |
277,374
-274,096
| -50% | -$15.1M |
2023 Q4
11 quarters
|
|
591
Zillow
Z
$6.72B
| $15.2M | 0.02% |
561,223
+106,737
| +23% | +$3.52M |
2023 Q3
12 quarters
|
|
592
PPG Industries
PPG
$27.1B
| $15.2M | 0.02% |
145,600
+98,460
| +209% | +$11.1M |
2020 Q2
25 quarters
|
|
593
Neurocrine Biosciences
NBIX
$16.9B
| $15.1M | 0.02% |
106,678
-17,100
| -14% | -$2.75M |
2023 Q4
11 quarters
|
|
594
Chipotle Mexican Grill
CMG
$44.6B
| $15.1M | 0.02% |
473,214
+96,297
| +26% | +$3.34M |
2020 Q3
24 quarters
|
|
595
Lamb Weston
LW
$7.72B
| $15.1M | 0.02% |
362,506
-21,476
| -6% | -$1.07M |
2023 Q1
14 quarters
|
|
596
Oshkosh
OSK
$8.64B
| $15.1M | 0.02% |
116,862
-340
| -0.3% | -$50.2K |
2023 Q4
11 quarters
|
|
597
Vanguard ESG International Stock ETF
VSGX
$6.54B
| $15M | 0.02% |
185,367
-83,106
| -31% | -$6.8M |
2021 Q4
19 quarters
|
|
598
Figma
FIG
$10.4B
| $15M | 0.02% |
714,599
-23,091
| -3% | -$552K |
2025 Q4
3 quarters
|
|
599
State Street SPDR Portfolio Long Term Treasury Index ETF
SPTL
$11.3B
| $15M | 0.02% |
629,197
+77,988
| +14% | +$1.96M |
2026 Q1
2 quarters
|
|
600
Nucor
NUE
$56.6B
| $14.9M | 0.02% |
63,948
+6,761
| +12% | +$1.69M |
2020 Q3
24 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.