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 | |
|---|---|---|---|---|---|---|---|
851
Stifel
SF
$10.9B
| $8.83M | 0.01% |
126,072
+10,497
| +9% | +$828K |
2023 Q4
11 quarters
|
|
852
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12.3B
| $8.83M | 0.01% |
163,157
-88,873
| -35% | -$5.08M |
2023 Q4
11 quarters
|
|
853
National Vision
EYE
$1.43B
| $8.77M | 0.01% |
535,340
+31,244
| +6% | +$593K |
2025 Q1
6 quarters
|
|
854
iShares Treasury Floating Rate Bond ETF
TFLO
$7.36B
| $8.76M | 0.01% |
172,811
+26,093
| +18% | +$1.32M |
2023 Q2
13 quarters
|
|
855
Vanguard Morningstar Mega Cap ETF
MGC
$10.1B
| $8.73M | 0.01% |
30,941
+3,509
| +13% | +$978K |
2023 Q4
11 quarters
|
|
856
Rio Tinto
RIO
$135B
| $8.72M | 0.01% |
92,589
+10,687
| +13% | +$1.04M |
2021 Q4
19 quarters
|
|
857
D.R. Horton
DHI
$39.5B
| $8.71M | 0.01% |
63,759
-1,683
| -3% | -$246K |
2021 Q4
19 quarters
|
|
858
Royal Caribbean
RCL
$86.5B
| $8.7M | 0.01% |
32,720
-11,371
| -26% | -$3.23M |
2020 Q3
24 quarters
|
|
859
Elastic
ESTC
$9.34B
| $8.7M | 0.01% |
94,864
+52,780
| +125% | +$4.05M |
2024 Q4
7 quarters
|
|
860
Akre Focus ETF
AKRE
$5.38B
| $8.69M | 0.01% |
164,969
-10,210
| -6% | -$585K |
2025 Q4
3 quarters
|
|
861
Avantis US Equity ETF
AVUS
$14.7B
| $8.62M | 0.01% |
67,284
+1,858
| +3% | +$240K |
2026 Q1
2 quarters
|
|
862
Allegion
ALLE
$16.3B
| $8.59M | 0.01% |
55,835
+32,849
| +143% | +$5.04M |
2023 Q3
12 quarters
|
|
863
U.S. High Relative Profitability Portfolio ETF Class Shares
DUHP
$12.9B
| $8.57M | 0.01% |
204,573
-162,117
| -44% | -$6.8M |
2023 Q4
11 quarters
|
|
864
Live Nation Entertainment
LYV
$42.1B
| $8.57M | 0.01% |
50,614
-4,846
| -9% | -$865K |
2023 Q4
11 quarters
|
|
865
Nuveen Preferred & Income Opportunities Fund
JPC
$2.56B
| $8.54M | 0.01% |
1,252,162
+34,206
| +3% | +$256K |
2022 Q4
15 quarters
|
|
866
Columbia EM Core ex-China ETF
XCEM
$1.93B
| $8.52M | 0.01% |
165,785
-87
| -0.1% | -$4.37K |
2024 Q4
7 quarters
|
|
867
Domino's
DPZ
$11.2B
| $8.52M | 0.01% |
28,427
-4,155
| -13% | -$1.36M |
2024 Q1
10 quarters
|
|
868
Graco
GGG
$11.6B
| $8.51M | 0.01% |
110,722
+77,920
| +238% | +$6.09M |
2023 Q4
11 quarters
|
|
869
AutoZone
AZO
$52.5B
| $8.44M | 0.01% |
2,985
-2,100
| -41% | -$6.27M |
2021 Q4
19 quarters
|
|
870
Omnicom Group
OMC
$24B
| $8.43M | 0.01% |
114,510
+5,748
| +5% | +$470K |
2022 Q4
15 quarters
|
|
871
United Therapeutics
UTHR
$25.2B
| $8.29M | 0.01% |
15,306
-4,904
| -24% | -$2.54M |
2023 Q4
11 quarters
|
|
872
iShares Ethereum Trust ETF
ETHA
$5.87B
| $8.25M | 0.01% |
136,678
-376,066
| -73% | -$18.4M |
2024 Q4
7 quarters
|
|
873
RPM International
RPM
$13.2B
| $8.25M | 0.01% |
83,588
-9,814
| -11% | -$1.04M |
2023 Q4
11 quarters
|
|
874
Acuity Brands
AYI
$9.9B
| $8.2M | 0.01% |
26,456
-2,117
| -7% | -$705K |
2024 Q1
10 quarters
|
|
875
BioMarin Pharmaceuticals
BMRN
$11.1B
| $8.19M | 0.01% |
136,528
-8,325
| -6% | -$524K |
2023 Q4
11 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.