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 | |
|---|---|---|---|---|---|---|---|
1151
Alliant Energy
LNT
$19B
| $4.87M | 0.01% |
76,980
-179
| -0.2% | -$12.6K |
2022 Q1
18 quarters
|
|
1152
Clorox
CLX
$13.3B
| $4.87M | 0.01% |
60,116
-13,347
| -18% | -$1.28M |
2021 Q4
19 quarters
|
|
1153
Jack Henry & Associates
JKHY
$12.4B
| $4.85M | 0.01% |
33,838
+5,017
| +17% | +$781K |
2022 Q2
17 quarters
|
|
1154
iShares MSCI Japan ETF
EWJ
$23.4B
| $4.84M | 0.01% |
49,672
-287
| -0.6% | -$27.3K |
2017 Q3
36 quarters
|
|
1155
Cleveland-Cliffs
CLF
$7.22B
| $4.82M | 0.01% |
438,114
+40,982
| +10% | +$465K |
2023 Q4
11 quarters
|
|
1156
iShares US Equity Factor ETF
LRGF
$3.68B
| $4.82M | 0.01% |
61,905
-1,901
| -3% | -$147K |
2023 Q2
13 quarters
|
|
1157
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.63B
| $4.8M | 0.01% |
25,262
-1,133
| -4% | -$217K |
2022 Q4
15 quarters
|
|
1158
State Street SPDR S&P Biotech ETF
XBI
$10.2B
| $4.77M | 0.01% |
30,268
+632
| +2% | +$100K |
2022 Q3
16 quarters
|
|
1159
Ashland
ASH
$3.5B
| $4.77M | 0.01% |
70,244
+4,309
| +7% | +$304K |
2023 Q4
11 quarters
|
|
1160
CNO Financial Group
CNO
$5.25B
| $4.77M | 0.01% |
90,070
+30,565
| +51% | +$1.65M |
2024 Q1
10 quarters
|
|
1161
Check Point Software Technologies
CHKP
$15B
| $4.76M | 0.01% |
37,063
-3,735
| -9% | -$496K |
2021 Q4
19 quarters
|
|
1162
Fortive
FTV
$20.2B
| $4.76M | 0.01% |
86,756
-1,228
| -1% | -$72.8K |
2016 Q4
39 quarters
|
|
1163
Coinbase
COIN
$33.8B
| $4.75M | 0.01% |
25,501
+4,298
| +20% | +$730K |
2022 Q3
16 quarters
|
|
1164
Wealthfront Corp
WLTH
$1.67B
| $4.73M | 0.01% |
456,043
+138,816
| +44% | +$1.33M |
2026 Q2
1 quarter
|
|
1165
Parnassus Core Select ETF
PRCS
$180M
| $4.73M | 0.01% |
165,282
-9,145
| -5% | -$264K |
2026 Q1
2 quarters
|
|
1166
Clean Harbors
CLH
$15.5B
| $4.72M | 0.01% |
15,230
+3,425
| +29% | +$1.07M |
2022 Q4
15 quarters
|
|
1167
SoFi Technologies
SOFI
$20B
| $4.72M | 0.01% |
300,267
+1,957
| +0.7% | +$34.5K |
2023 Q4
11 quarters
|
|
1168
Arm
ARM
$204B
| $4.72M | 0.01% |
16,286
+425
| +3% | +$116K |
2023 Q3
12 quarters
|
|
1169
Federated Hermes
FHI
$4.71B
| $4.71M | 0.01% |
83,544
+11,818
| +16% | +$714K |
2024 Q4
7 quarters
|
|
1170
Towne Bank
TOWN
$3.36B
| $4.71M | 0.01% |
132,046
+11,148
| +9% | +$413K |
2022 Q2
17 quarters
|
|
1171
CALL
Palantir
PLTR
$405B
| $4.69M | 0.01% |
25,100
+5,100
| +26% | +$813K |
2026 Q1
2 quarters
|
|
1172
Avista
AVA
$3.43B
| $4.69M | 0.01% |
133,672
+29,315
| +28% | +$1.14M |
2025 Q1
6 quarters
|
|
1173
Chord Energy
CHRD
$7.97B
| $4.69M | 0.01% |
34,966
+11,948
| +52% | +$1.64M |
2025 Q2
5 quarters
|
|
1174
PUT
Eaton
ETN
$137B
| $4.68M | 0.01% |
10,900
| – | – |
2025 Q4
3 quarters
|
|
1175
Targa Resources
TRGP
$63.8B
| $4.67M | 0.01% |
17,270
-3,131
| -15% | -$876K |
2022 Q2
17 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.