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 | |
|---|---|---|---|---|---|---|---|
626
Avery Dennison
AVY
$14.2B
| $14.1M | 0.02% |
82,741
+5,407
| +7% | +$922K |
2020 Q3
24 quarters
|
|
627
Avantis All International Markets Equity ETF
AVNM
$788M
| $14.1M | 0.02% |
169,675
+12,853
| +8% | +$1.08M |
2026 Q1
2 quarters
|
|
628
Globe Life
GL
$12.1B
| $14M | 0.02% |
84,807
+6,691
| +9% | +$1.18M |
2023 Q4
11 quarters
|
|
629
Viking Holdings
VIK
$40.1B
| $14M | 0.02% |
178,712
-8,868
| -5% | -$834K |
2024 Q3
8 quarters
|
|
630
Procore
PCOR
$11.6B
| $14M | 0.02% |
270,132
-30,732
| -10% | -$1.62M |
2023 Q2
13 quarters
|
|
631
Expeditors International
EXPD
$25.2B
| $14M | 0.02% |
75,648
+5,753
| +8% | +$1.05M |
2022 Q2
17 quarters
|
|
632
SentinelOne
S
$7.73B
| $13.9M | 0.02% |
586,150
+39,893
| +7% | +$825K |
2024 Q3
8 quarters
|
|
633
ArcelorMittal
MT
$47.2B
| $13.9M | 0.02% |
208,261
+4,558
| +2% | +$323K |
2022 Q3
16 quarters
|
|
634
International Bancshares
IBOC
$4.21B
| $13.8M | 0.02% |
202,088
+6,823
| +3% | +$499K |
2026 Q1
2 quarters
|
|
635
Chemed
CHE
$7.1B
| $13.8M | 0.02% |
27,400
-725
| -3% | -$375K |
2022 Q4
15 quarters
|
|
636
Oneok
OKE
$56.6B
| $13.8M | 0.02% |
162,102
-5,705
| -3% | -$525K |
2021 Q4
19 quarters
|
|
637
Invitation Homes
INVH
$15.5B
| $13.8M | 0.02% |
523,800
+225,980
| +76% | +$6.59M |
2024 Q1
10 quarters
|
|
638
Invesco DB Commodity Index Tracking Fund
DBC
$1.82B
| $13.8M | 0.02% |
425,983
-2,227
| -0.5% | -$67.7K |
2026 Q1
2 quarters
|
|
639
Genuine Parts
GPC
$17B
| $13.8M | 0.02% |
109,492
-30,561
| -22% | -$3.98M |
2020 Q3
24 quarters
|
|
640
PIMCO Multi Sector Bond Active ETF
PYLD
$16.6B
| $13.7M | 0.02% |
541,359
-13,772
| -2% | -$359K |
2026 Q1
2 quarters
|
|
641
ADT
ADT
$7.23B
| $13.6M | 0.02% |
2,240,807
+509,968
| +29% | +$3.62M |
2024 Q1
10 quarters
|
|
642
nVent Electric
NVT
$18.5B
| $13.6M | 0.02% |
84,914
-2,882
| -3% | -$453K |
2024 Q1
10 quarters
|
|
643
Lennar Class A
LEN
$19.9B
| $13.5M | 0.02% |
166,071
-2,844
| -2% | -$239K |
2021 Q2
21 quarters
|
|
644
Xcel Energy
XEL
$52.4B
| $13.5M | 0.02% |
192,079
-34,342
| -15% | -$2.64M |
2021 Q4
19 quarters
|
|
645
Okta
OKTA
$32B
| $13.5M | 0.02% |
64,685
-12,660
| -16% | -$2M |
2019 Q4
27 quarters
|
|
646
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$18.8B
| $13.5M | 0.02% |
46,217
-10,625
| -19% | -$3.18M |
2017 Q3
36 quarters
|
|
647
Waste Connections
WCN
$48.5B
| $13.5M | 0.02% |
87,524
-24,387
| -22% | -$4.03M |
2022 Q2
17 quarters
|
|
648
Owens Corning
OC
$8.94B
| $13.4M | 0.02% |
115,167
+38,325
| +50% | +$5.35M |
2023 Q3
12 quarters
|
|
649
Alexandria Real Estate Equities
ARE
$7.64B
| $13.4M | 0.02% |
282,965
+52,743
| +23% | +$2.68M |
2023 Q4
11 quarters
|
|
650
SLB Ltd
SLB
$76.3B
| $13.4M | 0.02% |
275,486
-4,663
| -2% | -$240K |
2020 Q4
23 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.