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 | |
|---|---|---|---|---|---|---|---|
926
iShares MSCI USA Equal Weighted ETF
EUSA
$1.9B
| $7.38M | 0.01% |
66,318
+117
| +0.2% | +$13.5K |
2024 Q2
9 quarters
|
|
927
ServiceTitan Inc
TTAN
$7.97B
| $7.38M | 0.01% |
112,151
+4,115
| +4% | +$322K |
2025 Q2
5 quarters
|
|
928
Equifax
EFX
$22B
| $7.37M | 0.01% |
53,705
-359
| -0.7% | -$62.4K |
2020 Q4
23 quarters
|
|
929
Dimensional US Core Equity Market ETF
DFAU
$12.9B
| $7.37M | 0.01% |
140,738
-7,867
| -5% | -$413K |
2022 Q4
15 quarters
|
|
930
NetApp
NTAP
$35.6B
| $7.36M | 0.01% |
35,021
+2,532
| +8% | +$467K |
2017 Q1
38 quarters
|
|
931
SiteOne Landscape Supply
SITE
$4.86B
| $7.35M | 0.01% |
81,382
+30,865
| +61% | +$3.04M |
2024 Q1
10 quarters
|
|
932
Element Solutions
ESI
$8.03B
| $7.33M | 0.01% |
202,056
+94,263
| +87% | +$3.47M |
2023 Q4
11 quarters
|
|
933
Capital Group Core Plus Income ETF
CGCP
$8.53B
| $7.32M | 0.01% |
345,841
-10,168
| -3% | -$223K |
2025 Q4
3 quarters
|
|
934
NOV
NOV
$6.45B
| $7.29M | 0.01% |
389,034
+145,970
| +60% | +$2.93M |
2024 Q1
10 quarters
|
|
935
Bio-Techne
TECH
$11.4B
| $7.25M | 0.01% |
100,051
-36,565
| -27% | -$2.63M |
2020 Q3
24 quarters
|
|
936
Ingersoll Rand
IR
$32.7B
| $7.24M | 0.01% |
96,375
+8,312
| +9% | +$662K |
2021 Q4
19 quarters
|
|
937
Martin Marietta Materials
MLM
$36.5B
| $7.19M | 0.01% |
14,991
-6,551
| -30% | -$3.51M |
2021 Q4
19 quarters
|
|
938
Archer Daniels Midland
ADM
$34.7B
| $7.17M | 0.01% |
90,366
+10,843
| +14% | +$889K |
2022 Q1
18 quarters
|
|
939
MasTec
MTZ
$14.7B
| $7.16M | 0.01% |
33,528
-2,429
| -7% | -$683K |
2024 Q2
9 quarters
|
|
940
State Street SPDR S&P Regional Banking ETF
KRE
$4.72B
| $7.16M | 0.01% |
103,118
+2,419
| +2% | +$181K |
2022 Q4
15 quarters
|
|
941
Manulife Financial
MFC
$72.8B
| $7.16M | 0.01% |
168,115
+5,412
| +3% | +$234K |
2022 Q2
17 quarters
|
|
942
Agnico Eagle Mines
AEM
$90.2B
| $7.14M | 0.01% |
38,985
+1,082
| +3% | +$192K |
2022 Q2
17 quarters
|
|
943
Seaport Entertainment Group
SEG
$263M
| $7.14M | 0.01% |
311,865
-3,090
| -1% | -$80.7K |
2025 Q3
4 quarters
|
|
944
Vanguard Russell 1000 Value ETF
VONV
$23.4B
| $7.14M | 0.01% |
65,648
+15,287
| +30% | +$1.7M |
2021 Q4
19 quarters
|
|
945
International Flavors & Fragrances
IFF
$20.3B
| $7.11M | 0.01% |
85,203
-3,113
| -4% | -$257K |
2023 Q4
11 quarters
|
|
946
Ally Financial
ALLY
$11.5B
| $7.1M | 0.01% |
188,726
+55,107
| +41% | +$2.37M |
2022 Q2
17 quarters
|
|
947
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.73B
| $7.09M | 0.01% |
171,981
-1,100
| -0.6% | -$46.2K |
2025 Q4
3 quarters
|
|
948
Palomar
PLMR
$4.19B
| $7.08M | 0.01% |
57,452
-347
| -0.6% | -$46.4K |
2024 Q4
7 quarters
|
|
949
Tradeweb Markets
TW
$27.8B
| $7.07M | 0.01% |
70,138
-9,071
| -11% | -$932K |
2024 Q1
10 quarters
|
|
950
Thomson Reuters
TRI
$47.4B
| $7.02M | 0.01% |
72,156
+12,276
| +21% | +$1.22M |
2021 Q4
19 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.