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 | |
|---|---|---|---|---|---|---|---|
1001
Monolithic Power Systems
MPWR
$67.8B
| $6.47M | 0.01% |
4,802
-323
| -6% | -$423K |
2022 Q2
17 quarters
|
|
1002
PGIM AAA CLO ETF
PAAA
$15.9B
| $6.45M | 0.01% |
125,756
+17,398
| +16% | +$894K |
2026 Q1
2 quarters
|
|
1003
Aptiv
APTV
$7.84B
| $6.44M | 0.01% |
149,712
+109,691
| +274% | +$5.55M |
2020 Q4
23 quarters
|
|
1004
iShares US Small Cap Equity Factor ETF
SMLF
$4.25B
| $6.39M | 0.01% |
76,487
+140
| +0.2% | +$12.2K |
2023 Q2
13 quarters
|
|
1005
Stanley Black & Decker
SWK
$16.8B
| $6.38M | 0.01% |
71,962
+8,229
| +13% | +$773K |
2017 Q1
38 quarters
|
|
1006
Freshworks
FRSH
$3.32B
| $6.37M | 0.01% |
498,229
-19,156
| -4% | -$228K |
2025 Q1
6 quarters
|
|
1007
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$11.4B
| $6.37M | 0.01% |
84,108
+13,253
| +19% | +$1M |
2025 Q4
3 quarters
|
|
1008
Tetra Tech
TTEK
$9.8B
| $6.37M | 0.01% |
193,187
+101,305
| +110% | +$3.46M |
2022 Q4
15 quarters
|
|
1009
Solventum
SOLV
$15.1B
| $6.36M | 0.01% |
72,144
+27,215
| +61% | +$2.33M |
2024 Q2
9 quarters
|
|
1010
NatWest
NWG
$62.5B
| $6.35M | 0.01% |
350,071
+69,665
| +25% | +$1.29M |
2022 Q2
17 quarters
|
|
1011
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.64B
| $6.32M | 0.01% |
120,716
-2,834
| -2% | -$154K |
2019 Q2
29 quarters
|
|
1012
iShares Russell Mid-Cap Value ETF
IWS
$15B
| $6.3M | 0.01% |
39,205
-8,461
| -18% | -$1.42M |
2021 Q2
21 quarters
|
|
1013
Voya Financial
VOYA
$9.11B
| $6.3M | 0.01% |
66,684
-3,285
| -5% | -$327K |
2019 Q4
27 quarters
|
|
1014
Lennox International
LII
$12B
| $6.28M | 0.01% |
17,694
+14,443
| +444% | +$6.36M |
2023 Q2
13 quarters
|
|
1015
Brunswick
BC
$4.89B
| $6.26M | 0.01% |
97,452
+41,545
| +74% | +$3.17M |
2025 Q2
5 quarters
|
|
1016
MKS Inc
MKSI
$14.6B
| $6.25M | 0.01% |
23,557
-3,100
| -12% | -$916K |
2025 Q2
5 quarters
|
|
1017
Valley National Bancorp
VLY
$7.88B
| $6.18M | 0.01% |
489,920
-86,699
| -15% | -$1.23M |
2023 Q4
11 quarters
|
|
1018
10x Genomics
TXG
$7.65B
| $6.18M | 0.01% |
68,412
-13,300
| -16% | -$778K |
2023 Q4
11 quarters
|
|
1019
First Horizon
FHN
$11.1B
| $6.18M | 0.01% |
268,437
-444
| -0.2% | -$11.1K |
2024 Q1
10 quarters
|
|
1020
Deutsche Bank
DB
$67.9B
| $6.18M | 0.01% |
172,066
+43,605
| +34% | +$1.64M |
2022 Q2
17 quarters
|
|
1021
Trex
TREX
$5.27B
| $6.17M | 0.01% |
141,702
-5,160
| -4% | -$235K |
2022 Q4
15 quarters
|
|
1022
PUT
Microsoft
MSFT
$3.89T
| $6.15M | 0.01% |
12,000
+3,500
| +41% | +$1.62M |
2026 Q1
2 quarters
|
|
1023
Idacorp
IDA
$8.63B
| $6.12M | 0.01% |
46,817
+10,997
| +31% | +$1.55M |
2022 Q1
18 quarters
|
|
1024
Mid-America Apartment Communities
MAA
$13.7B
| $6.11M | 0.01% |
51,883
-89,995
| -63% | -$11.7M |
2023 Q4
11 quarters
|
|
1025
Moog Inc Class A
MOG.A
$10.8B
| $6.11M | 0.01% |
16,005
+1,481
| +10% | +$583K |
2025 Q3
4 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.