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 | |
|---|---|---|---|---|---|---|---|
876
APi Group
APG
$18.5B
| $8.16M | 0.01% |
211,442
+17,059
| +9% | +$685K |
2024 Q1
10 quarters
|
|
877
Black Hills Corp
BKH
$6.63B
| $8.16M | 0.01% |
116,443
+3,649
| +3% | +$266K |
2023 Q2
13 quarters
|
|
878
CoreCivic
CXW
$2.7B
| $8.15M | 0.01% |
+252,751
| New | +$8.2M |
2026 Q3
0 quarters
|
|
879
Advanced Energy
AEIS
$8.89B
| $8.14M | 0.01% |
28,890
+5,998
| +26% | +$1.76M |
2024 Q1
10 quarters
|
|
880
Vulcan Materials
VMC
$35.8B
| $8.13M | 0.01% |
33,230
+7,918
| +31% | +$2.15M |
2021 Q1
22 quarters
|
|
881
Vistance Networks Inc
VISN
$863M
| $8.13M | 0.01% |
+1,358,996
| New | +$13.4M |
2026 Q3
0 quarters
|
|
882
Assurant
AIZ
$15.8B
| $8.12M | 0.01% |
30,811
+1,136
| +4% | +$318K |
2023 Q3
12 quarters
|
|
883
Alerian MLP ETF
AMLP
$12.2B
| $8.09M | 0.01% |
156,062
+1,290
| +0.8% | +$70.2K |
2019 Q4
27 quarters
|
|
884
Barrick Mining
B
$61.2B
| $8.09M | 0.01% |
199,035
+50,561
| +34% | +$2.07M |
2022 Q2
17 quarters
|
|
885
Vanguard Energy ETF
VDE
$11B
| $8.04M | 0.01% |
46,675
+497
| +1% | +$84.9K |
2020 Q4
23 quarters
|
|
886
Chime Financial
CHYM
$12.9B
| $8.03M | 0.01% |
+301,525
| New | +$8.36M |
2026 Q3
0 quarters
|
|
887
TransDigm Group
TDG
$66.5B
| $8M | 0.01% |
7,388
+433
| +6% | +$521K |
2017 Q1
38 quarters
|
|
888
Paycom
PAYC
$11.2B
| $8M | 0.01% |
36,744
+13,529
| +58% | +$2.64M |
2022 Q2
17 quarters
|
|
889
Vanguard Mortgage-Backed Securities ETF
VMBS
$16B
| $8M | 0.01% |
180,061
-59,463
| -25% | -$2.73M |
2020 Q4
23 quarters
|
|
890
Hasbro
HAS
$16.9B
| $7.98M | 0.01% |
90,964
+9,101
| +11% | +$813K |
2023 Q2
13 quarters
|
|
891
Vanguard Long-Term Treasury ETF
VGLT
$11.2B
| $7.96M | 0.01% |
158,756
+70,712
| +80% | +$3.74M |
2025 Q3
4 quarters
|
|
892
CubeSmart
CUBE
$10B
| $7.95M | 0.01% |
211,675
-55,203
| -21% | -$2.23M |
2026 Q1
2 quarters
|
|
893
Alnylam Pharmaceuticals
ALNY
$22.1B
| $7.95M | 0.01% |
32,215
+15,963
| +98% | +$4.06M |
2024 Q1
10 quarters
|
|
894
Lineage Inc
LINE
$8.04B
| $7.95M | 0.01% |
232,910
+92,601
| +66% | +$3.76M |
2025 Q3
4 quarters
|
|
895
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.91B
| $7.92M | 0.01% |
224,822
-21,339
| -9% | -$764K |
2023 Q4
11 quarters
|
|
896
iShares Core S&P US Value ETF
IUSV
$28.9B
| $7.89M | 0.01% |
71,564
-112
| -0.2% | -$12.7K |
2022 Q4
15 quarters
|
|
897
NYLIM FTSE International Equity Currency Neutral ETF
HFXI
$2.44B
| $7.78M | 0.01% |
209,393
-11,449
| -5% | -$432K |
2023 Q4
11 quarters
|
|
898
Strategy Inc
MSTR
$47.2B
| $7.78M | 0.01% |
50,801
+14,201
| +39% | +$1.64M |
2024 Q3
8 quarters
|
|
899
Toronto Dominion Bank
TD
$202B
| $7.78M | 0.01% |
66,163
+6,791
| +11% | +$820K |
2022 Q2
17 quarters
|
|
900
AB Short Duration High Yield ETF
SYFI
$940M
| $7.75M | 0.01% |
221,789
-17,728
| -7% | -$630K |
2026 Q1
2 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.