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 | |
|---|---|---|---|---|---|---|---|
751
Korn Ferry
KFY
$4.23B
| $10.9M | 0.01% |
152,064
-3,504
| -2% | -$278K |
2025 Q3
4 quarters
|
|
752
Arthur J. Gallagher & Co
AJG
$72.6B
| $10.9M | 0.01% |
47,701
+3,745
| +9% | +$939K |
2022 Q1
18 quarters
|
|
753
Cincinnati Financial
CINF
$29.1B
| $10.9M | 0.01% |
68,140
+5,769
| +9% | +$1M |
2021 Q4
19 quarters
|
|
754
CNH Industrial
CNH
$19.1B
| $10.8M | 0.01% |
843,644
+627,230
| +290% | +$7.33M |
2022 Q2
17 quarters
|
|
755
Carpenter Technology
CRS
$14.4B
| $10.8M | 0.01% |
27,846
-10,506
| -27% | -$5.34M |
2024 Q3
8 quarters
|
|
756
Old Dominion Freight Line
ODFL
$36B
| $10.8M | 0.01% |
62,066
+11,217
| +22% | +$2.3M |
2021 Q4
19 quarters
|
|
757
Goldman Sachs Dynamic California Municipal Income ETF
GCAL
$259M
| $10.8M | 0.01% |
221,884
-39,562
| -15% | -$1.99M |
2025 Q2
5 quarters
|
|
758
iShares TIPS Bond ETF
TIP
$14.4B
| $10.7M | 0.01% |
103,035
+2,181
| +2% | +$233K |
2020 Q4
23 quarters
|
|
759
Capital Group US Multi-Sector Income ETF
CGMS
$5.58B
| $10.6M | 0.01% |
405,287
+22,927
| +6% | +$620K |
2025 Q4
3 quarters
|
|
760
Insteel Industries
IIIN
$540M
| $10.6M | 0.01% |
364,906
+3,746
| +1% | +$115K |
2023 Q4
11 quarters
|
|
761
Invesco FTSE RAFI US 1000 ETF
PRF
$10.2B
| $10.6M | 0.01% |
195,168
-221
| -0.1% | -$12.2K |
2023 Q4
11 quarters
|
|
762
Texas Pacific Land
TPL
$20.1B
| $10.6M | 0.01% |
32,578
-644
| -2% | -$243K |
2022 Q2
17 quarters
|
|
763
Duolingo
DUOL
$7.8B
| $10.6M | 0.01% |
74,531
+13,072
| +21% | +$1.81M |
2026 Q2
1 quarter
|
|
764
Everpure Inc
P
$36B
| $10.6M | 0.01% |
81,141
-50
| -0.1% | -$4.71K |
2023 Q4
11 quarters
|
|
765
Constellation Brands
STZ
$24.6B
| $10.6M | 0.01% |
93,749
+69,092
| +280% | +$8.91M |
2017 Q3
36 quarters
|
|
766
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.28B
| $10.6M | 0.01% |
228,150
-9,313
| -4% | -$464K |
2020 Q4
23 quarters
|
|
767
Golub Capital BDC
GBDC
$3.26B
| $10.6M | 0.01% |
836,841
+24,713
| +3% | +$319K |
2019 Q4
27 quarters
|
|
768
APA Corp
APA
$16.3B
| $10.6M | 0.01% |
254,239
+35,164
| +16% | +$1.4M |
2023 Q4
11 quarters
|
|
769
Veralto
VLTO
$28.8B
| $10.5M | 0.01% |
111,697
+30,296
| +37% | +$2.89M |
2023 Q4
11 quarters
|
|
770
Insulet
PODD
$10.6B
| $10.5M | 0.01% |
80,685
+31,583
| +64% | +$4.73M |
2024 Q1
10 quarters
|
|
771
FIVE9
FIVN
$2.04B
| $10.5M | 0.01% |
309,275
-165,153
| -35% | -$5.01M |
2026 Q1
2 quarters
|
|
772
SK Hynix Inc
SKHY
$929B
| $10.5M | 0.01% |
+57,111
| New | +$9.44M |
2026 Q3
0 quarters
|
|
773
iShares Gold Trust Micro
IAUM
$6.14B
| $10.5M | 0.01% |
253,457
+113,762
| +81% | +$4.83M |
2024 Q3
8 quarters
|
|
774
Hilton Worldwide Holdings Inc. Common Stock
HLT
$83B
| $10.5M | 0.01% |
32,952
-6,937
| -17% | -$2.22M |
2023 Q3
12 quarters
|
|
775
Tractor Supply
TSCO
$18.9B
| $10.5M | 0.01% |
334,959
+33,647
| +11% | +$1.1M |
2020 Q2
25 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.