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 | |
|---|---|---|---|---|---|---|---|
1051
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
| $5.81M | 0.01% |
64,038
+1,700
| +3% | +$154K |
2024 Q4
7 quarters
|
|
1052
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.9B
| $5.79M | 0.01% |
68,630
-302
| -0.4% | -$25.7K |
2019 Q2
29 quarters
|
|
1053
TXNM Energy Inc
TXNM
$6.48B
| $5.78M | 0.01% |
99,175
+86,039
| +655% | +$4.96M |
2025 Q4
3 quarters
|
|
1054
Rivian
RIVN
$17.8B
| $5.76M | 0.01% |
385,763
+51,079
| +15% | +$828K |
2023 Q4
11 quarters
|
|
1055
iShares International Small Cap Equity Factor ETF
ISCF
$711M
| $5.76M | 0.01% |
128,906
-2,153
| -2% | -$96.7K |
2023 Q2
13 quarters
|
|
1056
Allspring Core Plus ETF
APLU
$396M
| $5.74M | 0.01% |
246,317
+29,839
| +14% | +$721K |
2025 Q4
3 quarters
|
|
1057
Suncor Energy
SU
$80.5B
| $5.73M | 0.01% |
84,459
+12,931
| +18% | +$841K |
2021 Q4
19 quarters
|
|
1058
Amplitude
AMPL
$2.21B
| $5.72M | 0.01% |
412,798
-61,014
| -13% | -$705K |
2023 Q4
11 quarters
|
|
1059
NorthWestern Energy
NWE
$5.22B
| $5.71M | 0.01% |
83,439
+3,175
| +4% | +$224K |
2024 Q1
10 quarters
|
|
1060
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.82B
| $5.7M | 0.01% |
114,806
+2,850
| +3% | +$147K |
2022 Q3
16 quarters
|
|
1061
Greif
GEF
$4.03B
| $5.68M | 0.01% |
71,385
+35,031
| +96% | +$2.88M |
2024 Q1
10 quarters
|
|
1062
Onto Innovation
ONTO
$10B
| $5.68M | 0.01% |
18,450
-2,675
| -13% | -$766K |
2025 Q4
3 quarters
|
|
1063
Carlisle Companies
CSL
$15.3B
| $5.68M | 0.01% |
17,618
+7,710
| +78% | +$2.68M |
2023 Q4
11 quarters
|
|
1064
United Microelectronic
UMC
$38.6B
| $5.65M | 0.01% |
230,746
+12,129
| +6% | +$259K |
2021 Q4
19 quarters
|
|
1065
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.15B
| $5.63M | 0.01% |
309,355
+8,680
| +3% | +$161K |
2026 Q1
2 quarters
|
|
1066
Global Payments
GPN
$24.3B
| $5.62M | 0.01% |
68,857
+11,075
| +19% | +$949K |
2022 Q2
17 quarters
|
|
1067
Home BancShares
HOMB
$5.96B
| $5.6M | 0.01% |
198,873
+130,241
| +190% | +$3.91M |
2024 Q1
10 quarters
|
|
1068
Goldman Sachs Innovate Equity ETF
GINN
$174M
| $5.6M | 0.01% |
69,163
-4,280
| -6% | -$345K |
2026 Q1
2 quarters
|
|
1069
Brown & Brown
BRO
$23.9B
| $5.6M | 0.01% |
91,994
+6,083
| +7% | +$418K |
2022 Q1
18 quarters
|
|
1070
Toast
TOST
$20.1B
| $5.59M | 0.01% |
192,920
+91,294
| +90% | +$2.94M |
2022 Q4
15 quarters
|
|
1071
VanEck BDC Income ETF
BIZD
$1.49B
| $5.56M | 0.01% |
431,596
-111,795
| -21% | -$1.45M |
2022 Q4
15 quarters
|
|
1072
Envista
NVST
$3.93B
| $5.54M | 0.01% |
236,009
+151,178
| +178% | +$4.01M |
2024 Q1
10 quarters
|
|
1073
Molson Coors Class B
TAP
$7.57B
| $5.54M | 0.01% |
151,825
-110,969
| -42% | -$4.46M |
2022 Q1
18 quarters
|
|
1074
CDW
CDW
$21.4B
| $5.52M | 0.01% |
43,078
-7,643
| -15% | -$1.08M |
2017 Q4
35 quarters
|
|
1075
Burlington
BURL
$15.3B
| $5.52M | 0.01% |
20,658
-32,634
| -61% | -$10.1M |
2024 Q1
10 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.