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 | |
|---|---|---|---|---|---|---|---|
1176
Credo Technology Group
CRDO
$24.7B
| $4.66M | 0.01% |
23,901
+6,874
| +40% | +$1.48M |
2025 Q2
5 quarters
|
|
1177
Morningstar
MORN
$9.14B
| $4.64M | 0.01% |
24,431
+1,593
| +7% | +$308K |
2023 Q4
11 quarters
|
|
1178
NewMarket
NEU
$6.52B
| $4.63M | 0.01% |
5,160
-1,041
| -17% | -$898K |
2025 Q1
6 quarters
|
|
1179
Magnite
MGNI
$4.2B
| $4.63M | 0.01% |
183,188
-17,796
| -9% | -$400K |
2022 Q3
16 quarters
|
|
1180
Bright Horizons
BFAM
$2.53B
| $4.62M | 0.01% |
72,578
+5,167
| +8% | +$372K |
2024 Q1
10 quarters
|
|
1181
W.P. Carey
WPC
$15.1B
| $4.62M | 0.01% |
71,461
+35,556
| +99% | +$2.52M |
2021 Q3
20 quarters
|
|
1182
WisdomTree US LargeCap Dividend Fund
DLN
$6.4B
| $4.6M | 0.01% |
47,351
+1,147
| +2% | +$114K |
2023 Q4
11 quarters
|
|
1183
EnerSys
ENS
$5.09B
| $4.59M | 0.01% |
25,018
-1,638
| -6% | -$310K |
2025 Q2
5 quarters
|
|
1184
MBIA
MBI
$239M
| $4.59M | 0.01% |
1,076,546
-10,879
| -1% | -$57K |
2025 Q3
4 quarters
|
|
1185
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.42B
| $4.57M | 0.01% |
38,056
-1,046
| -3% | -$125K |
2023 Q3
12 quarters
|
|
1186
Cameco
CCJ
$30.8B
| $4.56M | 0.01% |
52,578
+3,064
| +6% | +$289K |
2023 Q4
11 quarters
|
|
1187
AutoNation
AN
$5.69B
| $4.54M | 0.01% |
28,815
+2,055
| +8% | +$406K |
2023 Q4
11 quarters
|
|
1188
Churchill Downs
CHDN
$6.84B
| $4.51M | 0.01% |
59,623
-39,456
| -40% | -$3.38M |
2020 Q2
25 quarters
|
|
1189
Haleon
HLN
$40.2B
| $4.51M | 0.01% |
501,341
+57,874
| +13% | +$562K |
2022 Q3
16 quarters
|
|
1190
Trimble
TRMB
$12.8B
| $4.5M | 0.01% |
78,879
+24,532
| +45% | +$1.39M |
2021 Q4
19 quarters
|
|
1191
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.04B
| $4.5M | 0.01% |
71,335
+3,540
| +5% | +$233K |
2025 Q4
3 quarters
|
|
1192
Eastman Chemical
EMN
$7.43B
| $4.49M | 0.01% |
69,219
-15,353
| -18% | -$1.07M |
2021 Q4
19 quarters
|
|
1193
Graphic Packaging
GPK
$3.22B
| $4.47M | 0.01% |
494,436
-121,066
| -20% | -$1.29M |
2025 Q4
3 quarters
|
|
1194
VanEck Intermediate Muni ETF
ITM
$2.31B
| $4.47M | 0.01% |
101,696
-21,579
| -18% | -$987K |
2023 Q2
13 quarters
|
|
1195
Chunghwa Telecom
CHT
$38.7B
| $4.47M | 0.01% |
98,235
+15,939
| +19% | +$693K |
2021 Q4
19 quarters
|
|
1196
Range Resources
RRC
$12.1B
| $4.46M | 0.01% |
120,351
+6,984
| +6% | +$274K |
2025 Q1
6 quarters
|
|
1197
Southwest Gas
SWX
$6.79B
| $4.46M | 0.01% |
54,642
+19,308
| +55% | +$1.72M |
2024 Q1
10 quarters
|
|
1198
Willis Towers Watson
WTW
$30.9B
| $4.46M | 0.01% |
15,458
+1,323
| +9% | +$418K |
2022 Q1
18 quarters
|
|
1199
National Grid
NGG
$84.7B
| $4.45M | 0.01% |
58,725
+4,634
| +9% | +$370K |
2020 Q3
24 quarters
|
|
1200
Simpson Manufacturing
SSD
$8.03B
| $4.45M | 0.01% |
26,027
+3,313
| +15% | +$616K |
2023 Q2
13 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.