We are live on !
Find out more
Cerity Partners Portfolio holdings
AUM
$87.3B
Turnover
14.58%
1-Year Est. Return
22.01%
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.
This Fund
S&P 500
This Quarter Est. Return
+2.59%
1 Year Est. Return
+22.01%
3 Year Est. Return
+91.57%
5 Year Est. Return
+89.52%
10 Year Est. Return
+346.31%
AUM
$87.3B
AUM Growth
+$4.53B
(+5.5%)
Cap. Flow
+$2.46B
Cap. Flow % of AUM
Cap. Flow %
2.82%
Top 10 Holdings %
Top 10 Hldgs %
24.79%
Holding
3,711
New
307
Increased
1,756
Reduced
1,219
Closed
234
Avg Time Held
Equity + Options
2.5
years
Top 10 Avg Time Held
Equity + Options
2.7
years
Top 20 Avg Time Held
Equity + Options
3.4
years
Avg Time Held Equity only
2.6
years
Top 10 Avg Time Held Equity only
3
years
Top 20 Avg Time Held Equity only
3.4
years
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 | |
|---|---|---|---|---|---|---|---|
1451
Signet Jewelers
SIG
$4.37B
| $2.72M | ﹤0.01% |
26,620
+20,141
| +311% | +$1.84M |
2023 Q4
11 quarters
|
|
1452
PUT
Alphabet (Google) Class A
GOOGL
$3.64T
| $2.72M | ﹤0.01% |
7,900
+2,400
| +44% | +$833K |
2026 Q1
2 quarters
|
|
1453
First Trust Cloud Computing ETF
SKYY
$3.14B
| $2.71M | ﹤0.01% |
16,538
+5,898
| +55% | +$903K |
2024 Q2
9 quarters
|
|
1454
WisdomTree Japan Hedged Equity Fund
DXJ
$7.1B
| $2.71M | ﹤0.01% |
45,045
+2,016
| +5% | +$119K |
2023 Q4
11 quarters
|
|
1455
PagerDuty
PD
$1.25B
| $2.71M | ﹤0.01% |
179,484
+4,628
| +3% | +$56.1K |
2026 Q1
2 quarters
|
|
1456
Columbia Banking Systems
COLB
$17.1B
| $2.7M | ﹤0.01% |
94,398
+33,460
| +55% | +$1.04M |
2023 Q4
11 quarters
|
|
1457
Kinetik
KNTK
$4.42B
| $2.7M | ﹤0.01% |
53,767
-54,931
| -51% | -$2.85M |
2025 Q2
5 quarters
|
|
1458
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.82B
| $2.7M | ﹤0.01% |
9,355
+2,782
| +42% | +$786K |
2025 Q3
4 quarters
|
|
1459
Ryman Hospitality Properties
RHP
$9.32B
| $2.69M | ﹤0.01% |
22,541
+5,050
| +29% | +$635K |
2025 Q4
3 quarters
|
|
1460
WisdomTree US SmallCap Dividend Fund
DES
$2.12B
| $2.69M | ﹤0.01% |
70,917
-69
| -0.1% | -$2.78K |
2022 Q2
17 quarters
|
|
1461
Old Republic International
ORI
$9.5B
| $2.69M | ﹤0.01% |
72,032
+8,171
| +13% | +$339K |
2024 Q1
10 quarters
|
|
1462
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.32B
| $2.68M | ﹤0.01% |
126,638
+5,518
| +5% | +$120K |
2023 Q4
11 quarters
|
|
1463
VanEck Alternative Asset Manager ETF
GPZ
$239M
| $2.68M | ﹤0.01% |
125,618
-7,907
| -6% | -$186K |
2026 Q1
2 quarters
|
|
1464
Honda
HMC
$44.5B
| $2.67M | ﹤0.01% |
84,642
+18,734
| +28% | +$576K |
2022 Q2
17 quarters
|
|
1465
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.59B
| $2.67M | ﹤0.01% |
22,964
| – | – |
2026 Q1
2 quarters
|
|
1466
GMO US Quality ETF
QLTY
$7.38B
| $2.66M | ﹤0.01% |
62,175
+54,120
| +672% | +$2.3M |
2025 Q4
3 quarters
|
|
1467
Vericel Corp
VCEL
$2.91B
| $2.66M | ﹤0.01% |
66,188
-1,002
| -1% | -$43.4K |
2024 Q1
10 quarters
|
|
1468
Lithia Motors
LAD
$6.41B
| $2.65M | ﹤0.01% |
9,088
+5,469
| +151% | +$1.91M |
2026 Q2
1 quarter
|
|
1469
Liberty Media Corporation Series C Common Stock
FWONK
$27.8B
| $2.65M | ﹤0.01% |
28,667
+19,135
| +201% | +$1.89M |
2024 Q1
10 quarters
|
|
1470
Albertsons Companies
ACI
$6.15B
| $2.64M | ﹤0.01% |
227,191
+50,319
| +28% | +$637K |
2026 Q1
2 quarters
|
|
1471
NMI Holdings
NMIH
$2.88B
| $2.63M | ﹤0.01% |
70,521
+14,937
| +27% | +$647K |
2023 Q3
12 quarters
|
|
1472
Scorpio Tankers
STNG
$4.24B
| $2.63M | ﹤0.01% |
31,414
+5,459
| +21% | +$433K |
2025 Q2
5 quarters
|
|
1473
HDFC Bank
HDB
$133B
| $2.62M | ﹤0.01% |
117,375
+13,819
| +13% | +$329K |
2023 Q3
12 quarters
|
|
1474
Cerebras Systems
CBRS
$26.4B
| $2.62M | ﹤0.01% |
+14,748
| New | +$2.97M |
2026 Q3
0 quarters
|
|
1475
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.69B
| $2.62M | ﹤0.01% |
28,711
+702
| +3% | +$65K |
2023 Q4
11 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.