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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
BMAR icon
1126
Innovator US Equity Buffer ETF March
BMAR
$200M
$5.08M 0.01%
85,850
-1,846
-2% -$108K
2022 Q4
15 quarters
MSA icon
1127
Mine Safety
MSA
$6.71B
$5.07M 0.01%
28,509
+15,916
+126% +$2.89M
2023 Q4
11 quarters
JHMM icon
1128
John Hancock Multifactor Mid Cap ETF
JHMM
$6.19B
$5.05M 0.01%
70,618
-80,814
-53% -$6.01M
2023 Q2
13 quarters
NJUL icon
1129
Innovator Growth-100 Power Buffer ETF July
NJUL
$268M
$5.05M 0.01%
+64,184
New +$4.92M
2026 Q3
0 quarters
BPOP icon
1130
Popular Inc
BPOP
$9.9B
$5.04M 0.01%
32,437
+3,932
+14% +$665K
2024 Q1
10 quarters
CMC icon
1131
Commercial Metals
CMC
$6.83B
$5.03M 0.01%
81,009
+35,246
+77% +$2.37M
2022 Q4
15 quarters
EMBD icon
1132
Global X Emerging Markets Bond ETF
EMBD
$245M
$5.03M 0.01%
222,702
-38,319
-15% -$900K
2026 Q1
2 quarters
SHM icon
1133
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
$5.02M 0.01%
107,630
-2,885
-3% -$137K
2022 Q4
15 quarters
FDMO icon
1134
Fidelity Momentum Factor ETF
FDMO
$811M
$5.02M 0.01%
52,797
-1,869
-3% -$177K
2023 Q2
13 quarters
MRCY icon
1135
Mercury Systems
MRCY
$4.96B
$5.01M 0.01%
60,322
-124
-0.2% -$12K
2023 Q4
11 quarters
CLS icon
1136
Celestica
CLS
$30.3B
$5M 0.01%
13,832
-39
-0.3% -$12.9K
2022 Q2
17 quarters
THO icon
1137
Thor Industries
THO
$3.99B
$5M 0.01%
72,333
+7,152
+11% +$539K
2025 Q3
4 quarters
BAH icon
1138
Booz Allen Hamilton
BAH
$10.3B
$4.97M 0.01%
71,642
+10,231
+17% +$736K
2022 Q2
17 quarters
BTI icon
1139
British American Tobacco
BTI
$133B
$4.97M 0.01%
91,370
+6,176
+7% +$358K
2020 Q3
24 quarters
LXU icon
1140
LSB Industries
LXU
$823M
$4.96M 0.01%
507,863
-5,120
-1% -$55.2K
2023 Q4
11 quarters
AVRE icon
1141
Avantis Real Estate ETF
AVRE
$904M
$4.96M 0.01%
111,795
+7,022
+7% +$334K
2026 Q1
2 quarters
BRKR icon
1142
Bruker
BRKR
$9.41B
$4.95M 0.01%
76,472
+11,493
+18% +$678K
2026 Q1
2 quarters
CORP icon
1143
PIMCO Investment Grade Corporate Bond Exchange-Traded Fund
CORP
$1.34B
$4.95M 0.01%
53,932
-4,978
-8% -$472K
2022 Q4
15 quarters
ALGN icon
1144
Align Technology
ALGN
$11.9B
$4.93M 0.01%
33,935
-15,286
-31% -$2.53M
2021 Q4
19 quarters
CGSD icon
1145
Capital Group Short Duration Income ETF
CGSD
$2.91B
$4.92M 0.01%
194,652
+8,978
+5% +$230K
2025 Q4
3 quarters
SIGI icon
1146
Selective Insurance
SIGI
$6.12B
$4.9M 0.01%
58,612
+15,803
+37% +$1.47M
2024 Q1
10 quarters
INDB icon
1147
Independent Bank
INDB
$3.91B
$4.9M 0.01%
63,102
-2,246
-3% -$187K
2024 Q1
10 quarters
IX icon
1148
ORIX
IX
$36.9B
$4.89M 0.01%
129,768
-1,468
-1% -$58.1K
2022 Q2
17 quarters
RKLB icon
1149
Rocket Lab Corp
RKLB
$41.4B
$4.88M 0.01%
69,990
+14,503
+26% +$1.04M
2024 Q2
9 quarters
RJF icon
1150
Raymond James Financial
RJF
$32.4B
$4.88M 0.01%
30,856
+7,812
+34% +$1.34M
2023 Q4
11 quarters
44 45
46
47 48

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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.