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 | |
|---|---|---|---|---|---|---|---|
951
Fiserv Inc
FISV
$33.9B
| $7.02M | 0.01% |
155,398
-22,383
| -13% | -$1.15M |
2016 Q4
39 quarters
|
|
952
M&T Bank
MTB
$31.7B
| $7.02M | 0.01% |
32,262
+2,262
| +8% | +$544K |
2020 Q4
23 quarters
|
|
953
Schwab 1000 Index ETF
SCHK
$5.67B
| $7.02M | 0.01% |
191,424
+5,924
| +3% | +$217K |
2023 Q4
11 quarters
|
|
954
ASE Group
ASX
$78.5B
| $7M | 0.01% |
157,505
+5,732
| +4% | +$225K |
2021 Q4
19 quarters
|
|
955
Reddit
RDDT
$19B
| $7M | 0.01% |
49,119
+16,437
| +50% | +$2.72M |
2024 Q3
8 quarters
|
|
956
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.86B
| $6.98M | 0.01% |
57,302
+3,323
| +6% | +$424K |
2021 Q4
19 quarters
|
|
957
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.11B
| $6.97M | 0.01% |
88,878
+13,315
| +18% | +$1.04M |
2026 Q1
2 quarters
|
|
958
FedEx Freight
FDXF
$20B
| $6.93M | 0.01% |
63,362
-13,854
| -18% | -$1.9M |
2026 Q2
1 quarter
|
|
959
Polaris
PII
$3.67B
| $6.93M | 0.01% |
132,877
+27,460
| +26% | +$1.77M |
2022 Q4
15 quarters
|
|
960
DELISTED
Kenvue
KVUE
| $6.93M | 0.01% |
392,191
+8,743
| +2% | +$165K |
2023 Q3
12 quarters
|
|
961
TriSalus Life Sciences
TLSI
$150M
| $6.92M | 0.01% |
1,605,414
+1,876
| +0.1% | +$8.89K |
2026 Q1
2 quarters
|
|
962
Shenandoah Telecom
SHEN
$563M
| $6.91M | 0.01% |
615,917
-31,118
| -5% | -$383K |
2022 Q4
15 quarters
|
|
963
Cognizant
CTSH
$28.2B
| $6.91M | 0.01% |
120,217
+19,379
| +19% | +$1.06M |
2017 Q1
38 quarters
|
|
964
Murphy USA
MUSA
$9.8B
| $6.9M | 0.01% |
13,680
+1,756
| +15% | +$980K |
2025 Q2
5 quarters
|
|
965
Planet Fitness
PLNT
$4.54B
| $6.88M | 0.01% |
163,058
+118,439
| +265% | +$6.04M |
2025 Q4
3 quarters
|
|
966
iShares Semiconductor ETF
SOXX
$42.8B
| $6.88M | 0.01% |
36,273
+7,431
| +26% | +$1.33M |
2023 Q4
11 quarters
|
|
967
iShares 20+ Year Treasury Bond ETF
TLT
$47.6B
| $6.87M | 0.01% |
88,371
+2,482
| +3% | +$205K |
2023 Q1
14 quarters
|
|
968
Robert Half
RHI
$4.3B
| $6.87M | 0.01% |
186,930
+14,818
| +9% | +$586K |
2020 Q3
24 quarters
|
|
969
Digital Realty Trust
DLR
$68.1B
| $6.86M | 0.01% |
39,107
-4,862
| -11% | -$902K |
2021 Q1
22 quarters
|
|
970
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$800B
| $6.86M | 0.01% |
9,000
+8,200
| +1,025% | +$6.23M |
2026 Q1
2 quarters
|
|
971
Coherent
COHR
$43B
| $6.86M | 0.01% |
23,830
-19,499
| -45% | -$5.85M |
2024 Q1
10 quarters
|
|
972
iShares ESG Advanced MSCI USA ETF
USXF
$1.38B
| $6.84M | 0.01% |
100,563
-3,044
| -3% | -$206K |
2022 Q4
15 quarters
|
|
973
Vivmark Residential
VMRK
$49.8B
| $6.84M | 0.01% |
112,574
+93,417
| +488% | +$6.17M |
2024 Q1
10 quarters
|
|
974
Western Alliance Bancorporation
WAL
$8.04B
| $6.83M | 0.01% |
90,913
-20,735
| -19% | -$1.66M |
2025 Q4
3 quarters
|
|
975
Toyota
TM
$249B
| $6.83M | 0.01% |
37,278
+4,413
| +13% | +$828K |
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.