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 | |
|---|---|---|---|---|---|---|---|
701
Charter Communications
CHTR
$15.8B
| $12M | 0.01% |
108,502
+28,758
| +36% | +$4M |
2021 Q3
20 quarters
|
|
702
Aramark
ARMK
$14.2B
| $12M | 0.01% |
223,793
+57,949
| +35% | +$3.33M |
2024 Q1
10 quarters
|
|
703
Hartford Financial Services
HIG
$36.8B
| $11.9M | 0.01% |
97,440
+25,391
| +35% | +$3.49M |
2020 Q4
23 quarters
|
|
704
Arch Capital
ACGL
$35.7B
| $11.9M | 0.01% |
128,490
+64,719
| +101% | +$6.41M |
2022 Q2
17 quarters
|
|
705
Federal Realty Investment Trust
FRT
$9.7B
| $11.8M | 0.01% |
109,378
+1,190
| +1% | +$141K |
2024 Q1
10 quarters
|
|
706
Masco
MAS
$16.3B
| $11.8M | 0.01% |
175,531
+12,343
| +8% | +$912K |
2022 Q2
17 quarters
|
|
707
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.1B
| $11.8M | 0.01% |
235,826
+45,872
| +24% | +$2.3M |
2026 Q2
1 quarter
|
|
708
Williams-Sonoma
WSM
$29.9B
| $11.8M | 0.01% |
51,647
+6,593
| +15% | +$1.52M |
2022 Q4
15 quarters
|
|
709
iShares Global Tech ETF
IXN
$8.27B
| $11.8M | 0.01% |
79,412
-73,833
| -48% | -$10.3M |
2023 Q2
13 quarters
|
|
710
iShares Core MSCI Europe ETF
IEUR
$9.8B
| $11.7M | 0.01% |
158,654
-121
| -0.1% | -$9.24K |
2017 Q4
35 quarters
|
|
711
Royal Bank of Canada
RY
$280B
| $11.7M | 0.01% |
59,455
+2,858
| +5% | +$595K |
2021 Q4
19 quarters
|
|
712
Ventas
VTR
$47B
| $11.7M | 0.01% |
137,409
+37,213
| +37% | +$3.41M |
2023 Q4
11 quarters
|
|
713
IDT Corp
IDT
$2.06B
| $11.7M | 0.01% |
145,883
-2,127
| -1% | -$141K |
2024 Q1
10 quarters
|
|
714
Ralph Lauren
RL
$22.8B
| $11.7M | 0.01% |
32,847
+1,013
| +3% | +$373K |
2024 Q1
10 quarters
|
|
715
Banco Bilbao Vizcaya Argentaria
BBVA
$141B
| $11.6M | 0.01% |
416,505
+31,588
| +8% | +$876K |
2021 Q4
19 quarters
|
|
716
PACCAR
PCAR
$56.2B
| $11.5M | 0.01% |
105,146
+1,902
| +2% | +$238K |
2021 Q4
19 quarters
|
|
717
Hanover Insurance
THG
$8.53B
| $11.5M | 0.01% |
53,916
+14,024
| +35% | +$3.12M |
2024 Q1
10 quarters
|
|
718
Nordson
NDSN
$18.1B
| $11.5M | 0.01% |
35,137
+12,031
| +52% | +$3.71M |
2023 Q4
11 quarters
|
|
719
Jazz Pharmaceuticals
JAZZ
$15.5B
| $11.5M | 0.01% |
49,688
-3,846
| -7% | -$950K |
2024 Q1
10 quarters
|
|
720
Invesco S&P MidCap Momentum ETF
XMMO
$6.49B
| $11.5M | 0.01% |
78,374
-4,689
| -6% | -$732K |
2025 Q2
5 quarters
|
|
721
Cencora
COR
$68.5B
| $11.5M | 0.01% |
38,260
+1,666
| +5% | +$523K |
2023 Q1
14 quarters
|
|
722
State Street Materials Select Sector SPDR ETF
XLB
$8.41B
| $11.5M | 0.01% |
235,873
-27,109
| -10% | -$1.39M |
2023 Q4
11 quarters
|
|
723
iShares Russell Mid-Cap Growth ETF
IWP
$18.2B
| $11.5M | 0.01% |
83,361
+879
| +1% | +$123K |
2019 Q1
30 quarters
|
|
724
Capital Group Dividend Value ETF
CGDV
$38.7B
| $11.5M | 0.01% |
234,544
+19,935
| +9% | +$990K |
2023 Q4
11 quarters
|
|
725
Enbridge
ENB
$106B
| $11.4M | 0.01% |
244,887
-12,809
| -5% | -$662K |
2017 Q1
38 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.