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 | |
|---|---|---|---|---|---|---|---|
801
Camden Property Trust
CPT
$9.9B
| $9.8M | 0.01% |
101,158
+2,827
| +3% | +$306K |
2023 Q4
11 quarters
|
|
802
Vanguard Financials ETF
VFH
$13.8B
| $9.7M | 0.01% |
74,893
+2,869
| +4% | +$398K |
2023 Q3
12 quarters
|
|
803
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
| $9.7M | 0.01% |
67,084
+949
| +1% | +$138K |
2022 Q1
18 quarters
|
|
804
Barclays
BCS
$76B
| $9.7M | 0.01% |
400,172
+67,969
| +20% | +$1.83M |
2023 Q1
14 quarters
|
|
805
SS&C Technologies
SSNC
$18.7B
| $9.7M | 0.01% |
125,983
+8,102
| +7% | +$624K |
2023 Q1
14 quarters
|
|
806
Woodward
WWD
$19.5B
| $9.7M | 0.01% |
29,521
+4,937
| +20% | +$1.79M |
2023 Q3
12 quarters
|
|
807
Toro Company
TTC
$10B
| $9.7M | 0.01% |
100,470
+14,360
| +17% | +$1.37M |
2023 Q4
11 quarters
|
|
808
HEICO Corp Class A
HEI.A
$35.4B
| $9.7M | 0.01% |
42,344
+6,438
| +18% | +$1.6M |
2020 Q4
23 quarters
|
|
809
Pinnacle Financial Partners Inc
PNFP
$15.3B
| $9.6M | 0.01% |
102,803
-6,068
| -6% | -$612K |
2023 Q4
11 quarters
|
|
810
Ovintiv
OVV
$17.6B
| $9.6M | 0.01% |
165,699
+63,839
| +63% | +$3.91M |
2023 Q3
12 quarters
|
|
811
Revolution Medicines
RVMD
$37.3B
| $9.6M | 0.01% |
46,539
+9,175
| +25% | +$1.82M |
2024 Q4
7 quarters
|
|
812
SouthState Bank Corp
SSB
$10.1B
| $9.6M | 0.01% |
95,928
+62,286
| +185% | +$6.53M |
2024 Q1
10 quarters
|
|
813
Option Care Health
OPCH
$4.74B
| $9.5M | 0.01% |
424,281
+3,719
| +0.9% | +$85.8K |
2026 Q1
2 quarters
|
|
814
Tortoise North American Pipeline ETF
TPYP
$879M
| $9.5M | 0.01% |
238,872
-1,331
| -0.6% | -$56.8K |
2023 Q4
11 quarters
|
|
815
CoreWeave
CRWV
$29.5B
| $9.5M | 0.01% |
109,294
+72,160
| +194% | +$6.16M |
2025 Q2
5 quarters
|
|
816
Mizuho Financial
MFG
$125B
| $9.5M | 0.01% |
860,797
+35,968
| +4% | +$382K |
2021 Q4
19 quarters
|
|
817
Idexx Laboratories
IDXX
$55.5B
| $9.47M | 0.01% |
18,139
+855
| +5% | +$468K |
2021 Q4
19 quarters
|
|
818
ATI
ATI
$24.9B
| $9.47M | 0.01% |
49,984
-723
| -1% | -$144K |
2024 Q1
10 quarters
|
|
819
Quest Diagnostics
DGX
$28.6B
| $9.46M | 0.01% |
40,607
-177
| -0.4% | -$40.9K |
2019 Q4
27 quarters
|
|
820
Lamar Advertising Co
LAMR
$16.4B
| $9.43M | 0.01% |
65,451
+18,437
| +39% | +$2.84M |
2022 Q4
15 quarters
|
|
821
Otis Worldwide
OTIS
$29.5B
| $9.41M | 0.01% |
146,310
-36,814
| -20% | -$2.62M |
2020 Q3
24 quarters
|
|
822
Innovator US Equity Buffer ETF July
BJUL
$356M
| $9.38M | 0.01% |
169,341
+3,825
| +2% | +$211K |
2022 Q4
15 quarters
|
|
823
DraftKings
DKNG
$9.41B
| $9.36M | 0.01% |
492,596
-285,770
| -37% | -$6.9M |
2022 Q3
16 quarters
|
|
824
West Fraser Timber
WFG
$5.18B
| $9.32M | 0.01% |
134,337
-187
| -0.1% | -$12.9K |
2022 Q2
17 quarters
|
|
825
Tyson Foods
TSN
$20.7B
| $9.28M | 0.01% |
183,586
-64,792
| -26% | -$3.63M |
2022 Q1
18 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.