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 | |
|---|---|---|---|---|---|---|---|
1276
White Mountains Insurance
WTM
$5.38B
| $3.75M | ﹤0.01% |
1,871
+74
| +4% | +$157K |
2020 Q4
23 quarters
|
|
1277
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$276M
| $3.73M | ﹤0.01% |
87,774
+76,561
| +683% | +$2.92M |
2023 Q3
12 quarters
|
|
1278
M/I Homes
MHO
$3.21B
| $3.71M | ﹤0.01% |
27,435
-183
| -0.7% | -$27K |
2024 Q1
10 quarters
|
|
1279
Atlantic Union Bankshares
AUB
$5.51B
| $3.71M | ﹤0.01% |
97,681
-3,776
| -4% | -$155K |
2024 Q1
10 quarters
|
|
1280
Elbit Systems
ESLT
$33.1B
| $3.7M | ﹤0.01% |
5,427
-84
| -2% | -$63.8K |
2022 Q2
17 quarters
|
|
1281
Kimco Realty
KIM
$17B
| $3.7M | ﹤0.01% |
166,581
+19,163
| +13% | +$466K |
2024 Q1
10 quarters
|
|
1282
PUT
SpaceX
SPCX
$1.89T
| $3.7M | ﹤0.01% |
24,500
+22,500
| +1,125% | +$3.11M |
2026 Q2
1 quarter
|
|
1283
Estee Lauder
EL
$40.5B
| $3.69M | ﹤0.01% |
39,787
+5,856
| +17% | +$533K |
2017 Q1
38 quarters
|
|
1284
New Jersey Resources
NJR
$5.64B
| $3.69M | ﹤0.01% |
72,913
-19,645
| -21% | -$1.09M |
2025 Q3
4 quarters
|
|
1285
Federal Signal
FSS
$7.04B
| $3.68M | ﹤0.01% |
33,236
+794
| +2% | +$95K |
2023 Q4
11 quarters
|
|
1286
Dimensional International Sustainability Core 1 ETF
DFSI
$1.19B
| $3.68M | ﹤0.01% |
81,468
-2,751
| -3% | -$127K |
2025 Q2
5 quarters
|
|
1287
Innovator US Equity Power Buffer ETF March
PMAR
$743M
| $3.67M | ﹤0.01% |
74,968
-3,357
| -4% | -$163K |
2025 Q1
6 quarters
|
|
1288
Dana Inc
DAN
$2.39B
| $3.67M | ﹤0.01% |
134,245
-2,430
| -2% | -$69.8K |
2023 Q4
11 quarters
|
|
1289
West Pharmaceutical
WST
$29B
| $3.66M | ﹤0.01% |
9,882
-212
| -2% | -$74.8K |
2022 Q2
17 quarters
|
|
1290
iShares MSCI Intl Value Factor ETF
IVLU
$4.61B
| $3.65M | ﹤0.01% |
85,156
-947
| -1% | -$41.3K |
2023 Q4
11 quarters
|
|
1291
Zoetis
ZTS
$34.1B
| $3.65M | ﹤0.01% |
52,218
-38,066
| -42% | -$2.85M |
2017 Q1
38 quarters
|
|
1292
Ryder
R
$10.8B
| $3.64M | ﹤0.01% |
15,984
+8,552
| +115% | +$2.17M |
2024 Q1
10 quarters
|
|
1293
Albemarle
ALB
$11B
| $3.64M | ﹤0.01% |
34,419
-5,375
| -14% | -$667K |
2020 Q4
23 quarters
|
|
1294
Capital Group Dividend Growers ETF
CGDG
$6.04B
| $3.63M | ﹤0.01% |
98,128
+8,660
| +10% | +$331K |
2025 Q4
3 quarters
|
|
1295
ProShares UltraPro QQQ
TQQQ
$32.4B
| $3.63M | ﹤0.01% |
46,514
+23,616
| +103% | +$1.7M |
2023 Q4
11 quarters
|
|
1296
Service Corp International
SCI
$10.2B
| $3.6M | ﹤0.01% |
47,334
+11,859
| +33% | +$961K |
2022 Q1
18 quarters
|
|
1297
Littelfuse
LFUS
$9.8B
| $3.6M | ﹤0.01% |
8,503
+3,491
| +70% | +$1.47M |
2025 Q2
5 quarters
|
|
1298
Maravai LifeSciences
MRVI
$1.13B
| $3.6M | ﹤0.01% |
469,337
-22
| -0% | -$152 |
2025 Q4
3 quarters
|
|
1299
Schwab Fundamental International Small Company Index ETF
FNDC
$3.04B
| $3.59M | ﹤0.01% |
72,069
-85
| -0.1% | -$4.26K |
2023 Q4
11 quarters
|
|
1300
Etsy
ETSY
$7.67B
| $3.57M | ﹤0.01% |
49,975
+1,506
| +3% | +$119K |
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.