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 | |
|---|---|---|---|---|---|---|---|
1226
CoStar Group
CSGP
$12.5B
| $4.29M | ﹤0.01% |
156,425
-101,850
| -39% | -$3.06M |
2023 Q4
11 quarters
|
|
1227
LATAM Airlines Group S.A.
LTM
$13.5B
| $4.27M | ﹤0.01% |
85,644
-179
| -0.2% | -$9.44K |
2025 Q4
3 quarters
|
|
1228
Workday
WDAY
$47.3B
| $4.26M | ﹤0.01% |
22,385
+4,343
| +24% | +$757K |
2020 Q4
23 quarters
|
|
1229
Coca-Cola Consolidated
COKE
$14.3B
| $4.25M | ﹤0.01% |
22,449
-2,607
| -10% | -$491K |
2024 Q3
8 quarters
|
|
1230
KraneShares CSI China Internet ETF
KWEB
$4.68B
| $4.25M | ﹤0.01% |
173,248
+81,687
| +89% | +$2.15M |
2025 Q3
4 quarters
|
|
1231
Ingredion
INGR
$5.86B
| $4.23M | ﹤0.01% |
44,137
+7,759
| +21% | +$785K |
2024 Q1
10 quarters
|
|
1232
JPMorgan International Bond Opportunities ETF
JPIB
$2.3B
| $4.22M | ﹤0.01% |
90,295
-18,943
| -17% | -$903K |
2026 Q1
2 quarters
|
|
1233
Schwab International Small-Cap Equity ETF
SCHC
$5.48B
| $4.2M | ﹤0.01% |
84,369
+3,771
| +5% | +$188K |
2020 Q3
24 quarters
|
|
1234
Loews
L
$22.6B
| $4.19M | ﹤0.01% |
40,168
+5,498
| +16% | +$616K |
2022 Q4
15 quarters
|
|
1235
Haemonetics
HAE
$5.6B
| $4.14M | ﹤0.01% |
39,319
+4,416
| +13% | +$411K |
2024 Q1
10 quarters
|
|
1236
Essent Group
ESNT
$5.68B
| $4.14M | ﹤0.01% |
71,490
+32,272
| +82% | +$2.15M |
2025 Q1
6 quarters
|
|
1237
Brown-Forman Class A
BF.A
$14.5B
| $4.13M | ﹤0.01% |
154,085
-15,707
| -9% | -$431K |
2023 Q2
13 quarters
|
|
1238
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$2.27B
| $4.13M | ﹤0.01% |
43,357
+4,034
| +10% | +$398K |
2025 Q4
3 quarters
|
|
1239
Amdocs
DOX
$4.68B
| $4.13M | ﹤0.01% |
72,236
+23,612
| +49% | +$1.35M |
2023 Q4
11 quarters
|
|
1240
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.35B
| $4.13M | ﹤0.01% |
100,810
| – | – |
2024 Q3
8 quarters
|
|
1241
HealthEquity
HQY
$8.56B
| $4.12M | ﹤0.01% |
46,576
+4,241
| +10% | +$415K |
2022 Q4
15 quarters
|
|
1242
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.29B
| $4.11M | ﹤0.01% |
158,742
+25,124
| +19% | +$624K |
2026 Q1
2 quarters
|
|
1243
Genpact
G
$7.29B
| $4.09M | ﹤0.01% |
125,819
+6,603
| +6% | +$224K |
2024 Q2
9 quarters
|
|
1244
American States Water
AWR
$3.52B
| $4.09M | ﹤0.01% |
49,698
+5,347
| +12% | +$463K |
2022 Q4
15 quarters
|
|
1245
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.1B
| $4.07M | ﹤0.01% |
219,338
-286,393
| -57% | -$5.2M |
2023 Q4
11 quarters
|
|
1246
RingCentral
RNG
$6.3B
| $4.07M | ﹤0.01% |
54,433
+10,970
| +25% | +$666K |
2025 Q2
5 quarters
|
|
1247
Wynn Resorts
WYNN
$8.76B
| $4.06M | ﹤0.01% |
51,055
-8,340
| -14% | -$786K |
2021 Q3
20 quarters
|
|
1248
Bank of Montreal
BMO
$120B
| $4.05M | ﹤0.01% |
24,240
+3,708
| +18% | +$655K |
2023 Q4
11 quarters
|
|
1249
Norwegian Cruise Line
NCLH
$8.25B
| $4.05M | ﹤0.01% |
276,050
+6,348
| +2% | +$111K |
2023 Q4
11 quarters
|
|
1250
Lloyds Banking Group
LYG
$74.2B
| $4.04M | ﹤0.01% |
718,082
+77,741
| +12% | +$466K |
2017 Q1
38 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.