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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
IBB icon
651
iShares Biotechnology ETF
IBB
$11.1B
$13.4M 0.02%
63,660
-34
-0.1% -$6.82K
2017 Q3
36 quarters
XMTR icon
652
Xometry
XMTR
$6.89B
$13.3M 0.02%
129,577
+3
+0% +$277
2023 Q3
12 quarters
SMFG icon
653
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)
SMFG
$156B
$13.2M 0.02%
510,275
+16,311
+3% +$422K
2021 Q4
19 quarters
HYG icon
654
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$13.2M 0.02%
171,037
+12,315
+8% +$976K
2020 Q4
23 quarters
MHK icon
655
Mohawk Industries
MHK
$8.57B
$13.2M 0.02%
105,622
+11,966
+13% +$1.49M
2024 Q3
8 quarters
TTE icon
656
TotalEnergies
TTE
$199B
$13.2M 0.02%
154,054
+1,109
+0.7% +$96K
2023 Q1
14 quarters
FDS icon
657
Factset
FDS
$11.7B
$13.2M 0.02%
48,749
+1,817
+4% +$500K
2023 Q4
11 quarters
IALT icon
658
iShares Systematic Alternatives Active ETF
IALT
$5.51B
$13.2M 0.02%
440,628
+6,615
+2% +$192K
2026 Q2
1 quarter
IGV icon
659
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
$13.2M 0.02%
123,532
-10,150
-8% -$1.02M
2019 Q4
27 quarters
CERY icon
660
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.19B
$13.1M 0.02%
334,667
-67,286
-17% -$2.51M
2026 Q1
2 quarters
SMMD icon
661
iShares Russell 2500 ETF
SMMD
$4.19B
$13.1M 0.02%
153,305
+30,412
+25% +$2.73M
2023 Q4
11 quarters
PCG icon
662
PG&E
PCG
$29.2B
$13.1M 0.02%
1,070,118
-2,012,520
-65% -$32.3M
2022 Q3
16 quarters
PYPL icon
663
PayPal
PYPL
$49.2B
$13.1M 0.02%
248,957
+21,696
+10% +$1.19M
2023 Q4
11 quarters
BBY icon
664
Best Buy
BBY
$21.8B
$13.1M 0.02%
148,172
+66,445
+81% +$5.73M
2021 Q2
21 quarters
HSBC icon
665
HSBC
HSBC
$306B
$13.1M 0.02%
131,446
+4,821
+4% +$494K
2022 Q2
17 quarters
IRM icon
666
Iron Mountain
IRM
$33.9B
$13M 0.01%
117,341
+22,614
+24% +$2.71M
2023 Q4
11 quarters
PTEN icon
667
Patterson-UTI
PTEN
$4.16B
$13M 0.01%
1,190,853
-1,426
-0.1% -$15.7K
2024 Q1
10 quarters
CMS icon
668
CMS Energy
CMS
$22.1B
$13M 0.01%
205,881
+159,154
+341% +$11.2M
2022 Q2
17 quarters
MTCH icon
669
Match Group
MTCH
$9.47B
$13M 0.01%
322,954
+22,163
+7% +$886K
2024 Q1
10 quarters
MSI icon
670
Motorola Solutions
MSI
$87.8B
$12.9M 0.01%
28,880
-9,642
-25% -$4.34M
2020 Q3
24 quarters
VDC icon
671
Vanguard Consumer Staples ETF
VDC
$8.41B
$12.9M 0.01%
58,991
-49,443
-46% -$11.3M
2022 Q4
15 quarters
OBDC icon
672
Blue Owl Capital
OBDC
$5.38B
$12.8M 0.01%
1,224,055
+131,431
+12% +$1.46M
2020 Q4
23 quarters
BE icon
673
Bloom Energy
BE
$56.8B
$12.8M 0.01%
46,229
+22,028
+91% +$5.2M
2025 Q3
4 quarters
DECK icon
674
Deckers Outdoor
DECK
$11.6B
$12.8M 0.01%
163,709
+82,950
+103% +$7.65M
2023 Q4
11 quarters
STLD icon
675
Steel Dynamics
STLD
$32.6B
$12.8M 0.01%
57,671
-5,343
-8% -$1.28M
2023 Q4
11 quarters
25 26
27
28 29

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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.