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Cerity Partners

Cerity Partners Portfolio holdings

AUM $87.3B Turnover 14.58%
1-Year Est. Return 22.01%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+2.59%
1 Year Est. Return
+22.01%
3 Year Est. Return
+91.57%
5 Year Est. Return
+89.52%
10 Year Est. Return
+346.31%
AUM
$87.3B
AUM Growth
+$4.53B
Cap. Flow
+$2.46B
Cap. Flow %
2.82%
Top 10 Hldgs %
24.79%
Holding
3,711
New
307
Increased
1,756
Reduced
1,219
Closed
234
Avg Time Held Equity + Options
2.5 years
Top 10 Avg Time Held Equity + Options
2.7 years
Top 20 Avg Time Held Equity + Options
3.4 years
Avg Time Held Equity only
2.6 years
Top 10 Avg Time Held Equity only
3 years
Top 20 Avg Time Held Equity only
3.4 years

Top Buys

Rank Stock Value
1
SPYM icon
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$214M
2
AAPL icon
Apple
AAPL
+$151M
3
NVDA icon
NVIDIA
NVDA
+$134M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$106M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$99.1M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$392M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$130M
3
VXF icon
Vanguard Extended Market ETF
VXF
+$57M
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$56.8M
5
DHR icon
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
CCI icon
1076
Crown Castle
CCI
$38.6B
$5.51M 0.01%
82,626
+31,496
+62% +$2.36M
2017 Q3
36 quarters
AVT icon
1077
Avnet
AVT
$6.91B
$5.5M 0.01%
55,000
+20,092
+58% +$1.84M
2025 Q3
4 quarters
CVBF icon
1078
CVB Financial
CVBF
$3.93B
$5.46M 0.01%
252,835
-27,889
-10% -$629K
2023 Q1
14 quarters
VTRS icon
1079
Viatris
VTRS
$23.9B
$5.43M 0.01%
306,499
+25,831
+9% +$436K
2022 Q1
18 quarters
LEA icon
1080
Lear
LEA
$5.24B
$5.42M 0.01%
45,959
+23,041
+101% +$2.98M
2025 Q1
6 quarters
SUSA icon
1081
iShares ESG Optimized MSCI USA ETF
SUSA
$4.03B
$5.41M 0.01%
34,769
+18
+0.1% +$2.81K
2022 Q2
17 quarters
CRCL icon
1082
Circle Internet Group
CRCL
$16B
$5.4M 0.01%
65,707
+43,932
+202% +$3.39M
2025 Q4
3 quarters
PAUG icon
1083
Innovator US Equity Power Buffer ETF August
PAUG
$1.03B
$5.4M 0.01%
115,714
-24,257
-17% -$1.12M
2025 Q2
5 quarters
CP icon
1084
Canadian Pacific Kansas City
CP
$81.9B
$5.38M 0.01%
63,201
+1,475
+2% +$134K
2021 Q4
19 quarters
BWXT icon
1085
BWX Technologies
BWXT
$11.3B
$5.38M 0.01%
39,237
+4,093
+12% +$668K
2022 Q2
17 quarters
PPL icon
1086
PPL Corp
PPL
$26.9B
$5.37M 0.01%
163,346
+43,349
+36% +$1.51M
2023 Q4
11 quarters
EMGF icon
1087
iShares Emerging Markets Equity Factor ETF
EMGF
$1.89B
$5.37M 0.01%
75,055
-164
-0.2% -$11.6K
2023 Q2
13 quarters
STM icon
1088
STMicroelectronics
STM
$41.8B
$5.37M 0.01%
100,577
+10,146
+11% +$562K
2022 Q2
17 quarters
PINS icon
1089
Pinterest
PINS
$11B
$5.36M 0.01%
283,875
+126,486
+80% +$2.77M
2023 Q4
11 quarters
BZH icon
1090
DELISTED
Beazer Homes USA
BZH
$5.36M 0.01%
160,691
-6,452
-4% -$211K
2025 Q1
6 quarters
SPLB icon
1091
State Street SPDR Portfolio Long Term Corporate Bond Index ETF
SPLB
$1.17B
$5.36M 0.01%
262,818
+56,495
+27% +$1.21M
2026 Q1
2 quarters
BMAY icon
1092
Innovator US Equity Buffer ETF May
BMAY
$180M
$5.35M 0.01%
110,373
-2,158
-2% -$104K
2022 Q4
15 quarters
FNF icon
1093
Fidelity National Financial
FNF
$11.6B
$5.34M 0.01%
138,210
+14,028
+11% +$667K
2023 Q4
11 quarters
NMFC icon
1094
New Mountain Finance
NMFC
$633M
$5.33M 0.01%
770,181
-86,694
-10% -$629K
2021 Q4
19 quarters
SNY icon
1095
Sanofi
SNY
$116B
$5.32M 0.01%
129,054
+6,544
+5% +$285K
2022 Q2
17 quarters
BUD icon
1096
AB InBev
BUD
$167B
$5.32M 0.01%
72,351
-3,188
-4% -$255K
2021 Q4
19 quarters
EBND icon
1097
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$5.31M 0.01%
257,733
+6,702
+3% +$140K
2026 Q1
2 quarters
TEVA icon
1098
Teva Pharmaceutical Industries Limited
TEVA
$51.9B
$5.3M 0.01%
133,723
+27,215
+26% +$973K
2023 Q4
11 quarters
ON icon
1099
ON Semiconductor
ON
$27.7B
$5.3M 0.01%
68,905
+3,323
+5% +$267K
2021 Q4
19 quarters
EQH icon
1100
Equitable Holdings
EQH
$15B
$5.29M 0.01%
103,274
+71,367
+224% +$3.59M
2023 Q1
14 quarters
42 43
44
45 46

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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.