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 | |
|---|---|---|---|---|---|---|---|
976
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$370M
| $6.82M | 0.01% |
107,791
-2,034
| -2% | -$132K |
2023 Q2
13 quarters
|
|
977
Caris Life Sciences
CAI
$6.61B
| $6.79M | 0.01% |
+221,618
| New | +$4.98M |
2026 Q3
0 quarters
|
|
978
Kinsale Capital Group
KNSL
$8.91B
| $6.77M | 0.01% |
20,990
+11,806
| +129% | +$4.24M |
2023 Q4
11 quarters
|
|
979
The Kraft Heinz Company
KHC
$29.7B
| $6.73M | 0.01% |
296,390
-5,902
| -2% | -$149K |
2020 Q2
25 quarters
|
|
980
Qnity Electronics Inc
Q
$24.7B
| $6.7M | 0.01% |
53,278
+4,527
| +9% | +$593K |
2025 Q4
3 quarters
|
|
981
Mettler-Toledo International
MTD
$34.6B
| $6.7M | 0.01% |
4,433
+331
| +8% | +$456K |
2021 Q4
19 quarters
|
|
982
Global X 1-3 Month T-Bill ETF
CLIP
$2.35B
| $6.7M | 0.01% |
66,738
-18,128
| -21% | -$1.82M |
2026 Q1
2 quarters
|
|
983
Baxter International
BAX
$13.4B
| $6.66M | 0.01% |
277,446
+185,533
| +202% | +$4.56M |
2017 Q1
38 quarters
|
|
984
Maplebear
CART
$13.9B
| $6.65M | 0.01% |
154,251
-31,246
| -17% | -$1.48M |
2024 Q3
8 quarters
|
|
985
Realty Income
O
$55.9B
| $6.61M | 0.01% |
121,812
+4,691
| +4% | +$289K |
2021 Q2
21 quarters
|
|
986
ICICI Bank
IBN
$124B
| $6.61M | 0.01% |
239,869
+2,766
| +1% | +$81.3K |
2020 Q4
23 quarters
|
|
987
iShares MBS ETF
MBB
$35.3B
| $6.57M | 0.01% |
73,359
-189,066
| -72% | -$17.5M |
2022 Q4
15 quarters
|
|
988
Zebra Technologies
ZBRA
$15.3B
| $6.57M | 0.01% |
17,608
+15,018
| +580% | +$4.94M |
2023 Q4
11 quarters
|
|
989
MarketAxess Holdings
MKTX
$5.82B
| $6.57M | 0.01% |
40,087
-4,295
| -10% | -$637K |
2024 Q1
10 quarters
|
|
990
Vornado Realty Trust
VNO
$6.49B
| $6.56M | 0.01% |
193,643
+28,025
| +17% | +$1.06M |
2024 Q1
10 quarters
|
|
991
DELISTED
Roku
ROKU
| $6.55M | 0.01% |
43,042
-18,247
| -30% | -$2.75M |
2022 Q2
17 quarters
|
|
992
Extra Space Storage
EXR
$33.1B
| $6.53M | 0.01% |
49,690
+13,874
| +39% | +$1.99M |
2022 Q2
17 quarters
|
|
993
American Homes 4 Rent
AMH
$11.6B
| $6.53M | 0.01% |
214,883
-44,533
| -17% | -$1.47M |
2024 Q3
8 quarters
|
|
994
Champion Homes
SKY
$4.96B
| $6.52M | 0.01% |
76,133
+546
| +0.7% | +$47.1K |
2022 Q4
15 quarters
|
|
995
Sequoia Global Value ETF
SFGV
$1.18B
| $6.52M | 0.01% |
185,557
-1,782
| -1% | -$64.2K |
2025 Q4
3 quarters
|
|
996
Ryerson Holding Corp
RYZ
$1.51B
| $6.51M | 0.01% |
276,336
-547
| -0.2% | -$14.5K |
2026 Q1
2 quarters
|
|
997
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.39B
| $6.49M | 0.01% |
87,610
+816
| +0.9% | +$60.4K |
2023 Q2
13 quarters
|
|
998
Brookfield Asset Management
BAM
$82.3B
| $6.48M | 0.01% |
145,381
+33,737
| +30% | +$1.65M |
2023 Q4
11 quarters
|
|
999
Hershey
HSY
$35B
| $6.47M | 0.01% |
41,059
-1,567
| -4% | -$276K |
2017 Q1
38 quarters
|
|
1000
Innovator US Equity Buffer ETF February
BFEB
$202M
| $6.47M | 0.01% |
119,689
-21,364
| -15% | -$1.14M |
2022 Q4
15 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.