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 | |
|---|---|---|---|---|---|---|---|
676
Royalty Pharma
RPRX
$30.9B
| $12.8M | 0.01% |
218,880
+38,108
| +21% | +$2.25M |
2023 Q4
11 quarters
|
|
677
VanEck Semiconductor ETF
SMH
$63B
| $12.8M | 0.01% |
20,968
+3,379
| +19% | +$1.94M |
2023 Q4
11 quarters
|
|
678
Adaptive Biotechnologies
ADPT
$4.7B
| $12.7M | 0.01% |
438,107
-8,452
| -2% | -$208K |
2023 Q4
11 quarters
|
|
679
Insmed
INSM
$26.6B
| $12.6M | 0.01% |
110,671
+92,003
| +493% | +$10.8M |
2024 Q2
9 quarters
|
|
680
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.8B
| $12.5M | 0.01% |
64,171
-30,612
| -32% | -$6.26M |
2020 Q2
25 quarters
|
|
681
Take-Two Interactive
TTWO
$42.7B
| $12.5M | 0.01% |
60,363
+9,602
| +19% | +$2.22M |
2023 Q1
14 quarters
|
|
682
VanEck Gold Miners ETF
GDX
$25.2B
| $12.5M | 0.01% |
142,023
+19,837
| +16% | +$1.73M |
2023 Q3
12 quarters
|
|
683
Principal Financial Group
PFG
$24.1B
| $12.5M | 0.01% |
111,267
-96,763
| -47% | -$11M |
2021 Q4
19 quarters
|
|
684
Applied Industrial Technologies
AIT
$10.9B
| $12.4M | 0.01% |
37,366
-1,915
| -5% | -$643K |
2024 Q3
8 quarters
|
|
685
TD Synnex
SNX
$19B
| $12.4M | 0.01% |
48,295
+3,036
| +7% | +$775K |
2024 Q1
10 quarters
|
|
686
iShares Core Dividend Growth ETF
DGRO
$45.9B
| $12.3M | 0.01% |
163,085
-15,981
| -9% | -$1.25M |
2022 Q4
15 quarters
|
|
687
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.24B
| $12.3M | 0.01% |
182,565
-582
| -0.3% | -$40.5K |
2025 Q3
4 quarters
|
|
688
MGIC Investment
MTG
$5.52B
| $12.2M | 0.01% |
473,547
+172,221
| +57% | +$5.14M |
2024 Q3
8 quarters
|
|
689
OneMain Financial
OMF
$6.34B
| $12.2M | 0.01% |
220,615
+44,228
| +25% | +$2.72M |
2023 Q4
11 quarters
|
|
690
New York Times
NYT
$11.6B
| $12.2M | 0.01% |
191,488
+15,975
| +9% | +$1.11M |
2023 Q4
11 quarters
|
|
691
Invesco S&P 500 Quality ETF
SPHQ
$18.8B
| $12.2M | 0.01% |
144,711
-25,836
| -15% | -$2.21M |
2023 Q2
13 quarters
|
|
692
HubSpot
HUBS
$10.6B
| $12.1M | 0.01% |
59,197
+15,406
| +35% | +$3.47M |
2021 Q1
22 quarters
|
|
693
Snap-on
SNA
$19B
| $12.1M | 0.01% |
33,378
-1,333
| -4% | -$526K |
2019 Q4
27 quarters
|
|
694
Carlyle Group
CG
$14.1B
| $12.1M | 0.01% |
304,827
+25,169
| +9% | +$1.14M |
2023 Q4
11 quarters
|
|
695
H&R Block
HRB
$6.08B
| $12.1M | 0.01% |
295,606
-7,146
| -2% | -$325K |
2022 Q4
15 quarters
|
|
696
UBS Group
UBS
$146B
| $12.1M | 0.01% |
250,854
+5,385
| +2% | +$283K |
2022 Q2
17 quarters
|
|
697
Commerce Bancshares
CBSH
$7.89B
| $12.1M | 0.01% |
220,280
+41,284
| +23% | +$2.41M |
2022 Q2
17 quarters
|
|
698
Innovator US Equity Buffer ETF June
BJUN
$242M
| $12.1M | 0.01% |
242,621
+93,157
| +62% | +$4.6M |
2022 Q4
15 quarters
|
|
699
Fidelity Low Volatility Factor ETF
FDLO
$1.57B
| $12M | 0.01% |
170,452
-11,691
| -6% | -$837K |
2024 Q3
8 quarters
|
|
700
PBF Energy
PBF
$8.45B
| $12M | 0.01% |
156,362
+22,425
| +17% | +$1.52M |
2025 Q2
5 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.