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 | |
|---|---|---|---|---|---|---|---|
1326
Takeda Pharmaceutical
TAK
$68.5B
| $3.45M | ﹤0.01% |
189,475
+28,874
| +18% | +$511K |
2019 Q1
30 quarters
|
|
1327
Southwest Airlines
LUV
$22B
| $3.44M | ﹤0.01% |
82,565
+22,774
| +38% | +$998K |
2023 Q4
11 quarters
|
|
1328
Organon & Co
OGN
$3.65B
| $3.43M | ﹤0.01% |
250,284
-759,558
| -75% | -$10.4M |
2023 Q4
11 quarters
|
|
1329
Southern Copper
SCCO
$140B
| $3.43M | ﹤0.01% |
17,100
+2,789
| +19% | +$528K |
2023 Q4
11 quarters
|
|
1330
BlackRock Flexible Income ETF
BINC
$17B
| $3.42M | ﹤0.01% |
67,331
-5,448
| -7% | -$282K |
2024 Q4
7 quarters
|
|
1331
Virtu Financial
VIRT
$5.26B
| $3.41M | ﹤0.01% |
61,853
-137,257
| -69% | -$8.23M |
2024 Q1
10 quarters
|
|
1332
Graham Holdings Company
GHC
$5.19B
| $3.41M | ﹤0.01% |
3,006
+501
| +20% | +$583K |
2023 Q4
11 quarters
|
|
1333
Chewy
CHWY
$9.05B
| $3.41M | ﹤0.01% |
187,331
+136,994
| +272% | +$2.99M |
2024 Q2
9 quarters
|
|
1334
Sun Life Financial
SLF
$40.5B
| $3.4M | ﹤0.01% |
43,624
+8,582
| +24% | +$690K |
2022 Q3
16 quarters
|
|
1335
Teck Resources
TECK
$29.6B
| $3.4M | ﹤0.01% |
51,680
+14,569
| +39% | +$932K |
2023 Q4
11 quarters
|
|
1336
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.8B
| $3.39M | ﹤0.01% |
46,664
+7,522
| +19% | +$466K |
2024 Q3
8 quarters
|
|
1337
Diageo
DEO
$56.6B
| $3.37M | ﹤0.01% |
39,407
+2,185
| +6% | +$192K |
2021 Q1
22 quarters
|
|
1338
Kiniksa Pharmaceuticals
KNSA
$7.57B
| $3.37M | ﹤0.01% |
45,180
+4,692
| +12% | +$345K |
2024 Q3
8 quarters
|
|
1339
Varonis Systems
VRNS
$5.64B
| $3.37M | ﹤0.01% |
70,933
+2,555
| +4% | +$115K |
2023 Q4
11 quarters
|
|
1340
Nokia
NOK
$45.7B
| $3.36M | ﹤0.01% |
331,047
-4,495
| -1% | -$46.7K |
2021 Q1
22 quarters
|
|
1341
SK Telecom
SKM
$13.3B
| $3.35M | ﹤0.01% |
95,975
-14,176
| -13% | -$500K |
2025 Q1
6 quarters
|
|
1342
Sea Limited
SE
$46.2B
| $3.35M | ﹤0.01% |
34,402
-617
| -2% | -$67.7K |
2024 Q1
10 quarters
|
|
1343
Quaker Houghton
KWR
$2.67B
| $3.35M | ﹤0.01% |
21,222
+2,704
| +15% | +$431K |
2023 Q4
11 quarters
|
|
1344
PIMCO Active Bond Exchange-Traded Fund
BOND
$9.08B
| $3.34M | ﹤0.01% |
38,448
-10,120
| -21% | -$913K |
2022 Q4
15 quarters
|
|
1345
First Merchants
FRME
$2.56B
| $3.34M | ﹤0.01% |
84,035
+3,954
| +5% | +$167K |
2025 Q2
5 quarters
|
|
1346
Flowserve
FLS
$10.5B
| $3.34M | ﹤0.01% |
45,688
+1,066
| +2% | +$80K |
2024 Q1
10 quarters
|
|
1347
SLM Corp
SLM
$3.23B
| $3.33M | ﹤0.01% |
147,300
+58,859
| +67% | +$1.52M |
2024 Q2
9 quarters
|
|
1348
iShares International Dividend Active ETF
BIDD
$375M
| $3.32M | ﹤0.01% |
109,918
-8,037
| -7% | -$244K |
2025 Q4
3 quarters
|
|
1349
Reynolds Consumer Products
REYN
$5.23B
| $3.32M | ﹤0.01% |
153,446
+39,056
| +34% | +$959K |
2024 Q1
10 quarters
|
|
1350
Vanguard Long-Term Bond ETF
BLV
$5.6B
| $3.31M | ﹤0.01% |
52,752
-25,180
| -32% | -$1.66M |
2025 Q4
3 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.