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 | |
|---|---|---|---|---|---|---|---|
901
Leidos
LDOS
$15.9B
| $7.74M | 0.01% |
63,519
+25,773
| +68% | +$3.22M |
2023 Q4
11 quarters
|
|
902
SEI Investments
SEIC
$12.9B
| $7.73M | 0.01% |
75,290
+40,927
| +119% | +$4.24M |
2022 Q4
15 quarters
|
|
903
Rambus
RMBS
$8.81B
| $7.71M | 0.01% |
72,183
+45,464
| +170% | +$4.39M |
2023 Q4
11 quarters
|
|
904
Pultegroup
PHM
$23.4B
| $7.7M | 0.01% |
66,383
+5,566
| +9% | +$700K |
2022 Q2
17 quarters
|
|
905
Knight Transportation
KNX
$10.4B
| $7.7M | 0.01% |
121,114
+23,106
| +24% | +$1.63M |
2024 Q1
10 quarters
|
|
906
Madrigal Pharmaceuticals
MDGL
$9.9B
| $7.68M | 0.01% |
15,237
+14,060
| +1,195% | +$7.43M |
2024 Q4
7 quarters
|
|
907
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.3B
| $7.65M | 0.01% |
103,417
-1,562
| -1% | -$116K |
2023 Q4
11 quarters
|
|
908
WisdomTree Floating Rate Treasury Fund
USFR
$21.3B
| $7.63M | 0.01% |
151,430
-14,110
| -9% | -$712K |
2023 Q3
12 quarters
|
|
909
Asbury Automotive
ABG
$3.54B
| $7.6M | 0.01% |
44,082
-25,615
| -37% | -$5.37M |
2023 Q4
11 quarters
|
|
910
Sterling Infrastructure
STRL
$8.92B
| $7.58M | 0.01% |
15,416
+3,731
| +32% | +$2.1M |
2024 Q1
10 quarters
|
|
911
Travel + Leisure Co
TNL
$4.74B
| $7.58M | 0.01% |
122,448
+66,101
| +117% | +$4.7M |
2024 Q3
8 quarters
|
|
912
Portland General Electric
POR
$5.47B
| $7.55M | 0.01% |
169,252
-22,783
| -12% | -$1.13M |
2023 Q2
13 quarters
|
|
913
Cognex
CGNX
$8.42B
| $7.53M | 0.01% |
124,158
+26,007
| +26% | +$1.63M |
2023 Q4
11 quarters
|
|
914
Textron
TXT
$14.2B
| $7.52M | 0.01% |
98,648
-81,255
| -45% | -$6.93M |
2023 Q4
11 quarters
|
|
915
Allison Transmission
ALSN
$10.4B
| $7.5M | 0.01% |
66,220
+5,945
| +10% | +$717K |
2023 Q1
14 quarters
|
|
916
DuPont de Nemours
DD
$20.4B
| $7.48M | 0.01% |
57,597
-1,121
| -2% | -$152K |
2020 Q3
24 quarters
|
|
917
IDEX
IEX
$17.5B
| $7.48M | 0.01% |
32,815
+12,247
| +60% | +$2.79M |
2023 Q4
11 quarters
|
|
918
Evergy
EVRG
$20.8B
| $7.48M | 0.01% |
95,348
+3,910
| +4% | +$324K |
2022 Q2
17 quarters
|
|
919
JetBlue
JBLU
$1.42B
| $7.47M | 0.01% |
1,765,905
+1,316,013
| +293% | +$6.8M |
2026 Q1
2 quarters
|
|
920
Brookfield Infrastructure Partners
BIP
$18.2B
| $7.46M | 0.01% |
209,967
+5,471
| +3% | +$208K |
2022 Q4
15 quarters
|
|
921
Conagra Brands
CAG
$7.03B
| $7.44M | 0.01% |
553,276
+93,572
| +20% | +$1.4M |
2021 Q4
19 quarters
|
|
922
Vanguard Core Bond ETF
VCRB
$8.03B
| $7.43M | 0.01% |
100,914
+40,891
| +68% | +$3.1M |
2025 Q4
3 quarters
|
|
923
On Holding
ONON
$11.3B
| $7.41M | 0.01% |
250,291
+4,357
| +2% | +$142K |
2023 Q4
11 quarters
|
|
924
Eastern Bankshares
EBC
$5.14B
| $7.41M | 0.01% |
354,085
-41,557
| -11% | -$931K |
2024 Q3
8 quarters
|
|
925
NRG Energy
NRG
$20.4B
| $7.41M | 0.01% |
77,436
+31,063
| +67% | +$3.75M |
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.