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 | |
|---|---|---|---|---|---|---|---|
726
iShares MSCI USA Value Factor ETF
VLUE
$9.2B
| $11.4M | 0.01% |
57,451
-629
| -1% | -$125K |
2022 Q1
18 quarters
|
|
727
Loar Holdings
LOAR
$7.01B
| $11.4M | 0.01% |
184,831
-11,698
| -6% | -$825K |
2025 Q2
5 quarters
|
|
728
Dominion Energy
D
$59.5B
| $11.4M | 0.01% |
187,764
+2,264
| +1% | +$152K |
2017 Q3
36 quarters
|
|
729
ONE Gas
OGS
$5.27B
| $11.3M | 0.01% |
157,892
-7,767
| -5% | -$608K |
2023 Q1
14 quarters
|
|
730
Ferrari
RACE
$72B
| $11.3M | 0.01% |
28,708
+2,991
| +12% | +$1.2M |
2022 Q2
17 quarters
|
|
731
Westlake Corp
WLK
$8.13B
| $11.3M | 0.01% |
180,646
+14,210
| +9% | +$1.05M |
2023 Q4
11 quarters
|
|
732
Williams Companies
WMB
$86.4B
| $11.2M | 0.01% |
165,381
-61,197
| -27% | -$4.45M |
2021 Q2
21 quarters
|
|
733
FNB Corp
FNB
$6.38B
| $11.2M | 0.01% |
652,715
+89,371
| +16% | +$1.66M |
2024 Q1
10 quarters
|
|
734
VF Corp
VFC
$8.14B
| $11.2M | 0.01% |
798,740
+395,124
| +98% | +$5.85M |
2016 Q4
39 quarters
|
|
735
Crown Holdings
CCK
$13.1B
| $11.2M | 0.01% |
106,439
+42,316
| +66% | +$4.86M |
2024 Q1
10 quarters
|
|
736
Urban Outfitters
URBN
$7.4B
| $11.2M | 0.01% |
146,447
+25,620
| +21% | +$1.93M |
2024 Q3
8 quarters
|
|
737
Waters Corp
WAT
$90.5B
| $11.2M | 0.01% |
25,403
-2,847
| -10% | -$1.14M |
2020 Q4
23 quarters
|
|
738
Curtiss-Wright
CW
$17.1B
| $11.1M | 0.01% |
20,432
-4,000
| -16% | -$2.63M |
2022 Q2
17 quarters
|
|
739
Watts Water Technologies
WTS
$12B
| $11.1M | 0.01% |
31,321
+5,524
| +21% | +$1.99M |
2023 Q4
11 quarters
|
|
740
Akamai
AKAM
$12.3B
| $11M | 0.01% |
103,877
+20,811
| +25% | +$2.38M |
2022 Q4
15 quarters
|
|
741
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
| $11M | 0.01% |
106,979
+8,839
| +9% | +$928K |
2020 Q4
23 quarters
|
|
742
Unum
UNM
$12.4B
| $11M | 0.01% |
125,393
+13,553
| +12% | +$1.23M |
2022 Q1
18 quarters
|
|
743
NNN REIT
NNN
$7.99B
| $11M | 0.01% |
267,036
-75,438
| -22% | -$3.45M |
2024 Q1
10 quarters
|
|
744
OGE Energy
OGE
$10.7B
| $11M | 0.01% |
241,401
+38,209
| +19% | +$1.8M |
2024 Q1
10 quarters
|
|
745
The Gap Inc
GAP
$7.4B
| $11M | 0.01% |
479,608
+150,626
| +46% | +$3.11M |
2023 Q2
13 quarters
|
|
746
Avantis US Small Cap Value ETF
AVUV
$32.2B
| $11M | 0.01% |
93,012
+5,370
| +6% | +$670K |
2024 Q3
8 quarters
|
|
747
Addus HomeCare
ADUS
$2.29B
| $10.9M | 0.01% |
98,958
-3,189
| -3% | -$367K |
2023 Q3
12 quarters
|
|
748
Abercrombie & Fitch
ANF
$6.32B
| $10.9M | 0.01% |
81,178
+19,717
| +32% | +$2.3M |
2025 Q2
5 quarters
|
|
749
ZoomInfo Technologies
GTM
$968M
| $10.9M | 0.01% |
2,880,444
-1,054,406
| -27% | -$3.83M |
2023 Q3
12 quarters
|
|
750
Vanguard International Dividend Appreciation ETF
VIGI
$9.29B
| $10.9M | 0.01% |
115,403
+13,241
| +13% | +$1.28M |
2024 Q1
10 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.