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 |
Tesla
TSLA
|
+$485M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$155M |
| 3 |
NVIDIA
NVDA
|
+$120M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$106M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$103M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$75.8M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$74.9M |
| 3 |
3M
MMM
|
+$50M |
| 4 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$48.2M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$46.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.92% |
| 2 | Technology | 17.89% |
| 3 | Financials | 6.65% |
| 4 | Healthcare | 5.67% |
| 5 | Industrials | 5.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
IBM
IBM
$232B
| $134M | 0.16% |
646,294
+185,979
| +40% | +$46.9M |
2023 Q4
10 quarters
|
|
127
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
| $132M | 0.16% |
1,373,229
+47,146
| +4% | +$4.47M |
2020 Q4
22 quarters
|
|
128
McDonald's
MCD
$196B
| $132M | 0.16% |
489,118
-25,977
| -5% | -$7.45M |
2017 Q1
37 quarters
|
|
129
NextEra Energy
NEE
$182B
| $131M | 0.16% |
1,493,361
+12,907
| +0.9% | +$1.17M |
2017 Q3
35 quarters
|
|
130
PepsiCo
PEP
$193B
| $128M | 0.15% |
944,926
-90,052
| -9% | -$13.5M |
2017 Q1
37 quarters
|
|
131
Texas Instruments
TXN
$254B
| $128M | 0.15% |
429,200
+23,360
| +6% | +$6.48M |
2017 Q1
37 quarters
|
|
132
Vertex Pharmaceuticals
VRTX
$139B
| $127M | 0.15% |
255,874
-40,780
| -14% | -$18.1M |
2018 Q2
32 quarters
|
|
133
Waste Management
WM
$93.9B
| $126M | 0.15% |
566,718
-12,674
| -2% | -$2.82M |
2020 Q4
22 quarters
|
|
134
Vanguard High Dividend Yield ETF
VYM
$81B
| $126M | 0.15% |
798,791
+24,083
| +3% | +$3.76M |
2017 Q1
37 quarters
|
|
135
iShares MSCI ACWI ex US ETF
ACWX
$17.4B
| $126M | 0.15% |
1,658,498
+137,132
| +9% | +$10.2M |
2021 Q4
18 quarters
|
|
136
iShares National Muni Bond ETF
MUB
$54.8B
| $119M | 0.14% |
1,101,170
+30,905
| +3% | +$3.31M |
2020 Q4
22 quarters
|
|
137
VanEck Fallen Angel High Yield Bond ETF
ANGL
$2.99B
| $116M | 0.14% |
3,970,297
+484,928
| +14% | +$14.1M |
2023 Q2
12 quarters
|
|
138
Walt Disney
DIS
$202B
| $116M | 0.14% |
1,205,463
-7,202
| -0.6% | -$734K |
2016 Q4
38 quarters
|
|
139
Dimensional US Large Cap Value ETF
DFLV
$7.23B
| $114M | 0.14% |
2,877,128
+710,254
| +33% | +$27.2M |
2024 Q2
8 quarters
|
|
140
Schwab US Large-Cap Growth ETF
SCHG
$59.6B
| $113M | 0.14% |
3,902,668
+707,015
| +22% | +$23.4M |
2019 Q2
28 quarters
|
|
141
Danaher
DHR
$162B
| $113M | 0.14% |
591,658
+195,074
| +49% | +$35.4M |
2016 Q4
38 quarters
|
|
142
Emerson Electric
EMR
$90.6B
| $111M | 0.13% |
774,947
-14,774
| -2% | -$2.08M |
2017 Q1
37 quarters
|
|
143
Netflix
NFLX
$260B
| $110M | 0.13% |
1,534,571
+30,335
| +2% | +$2.67M |
2017 Q2
36 quarters
|
|
144
iShares S&P 500 Value ETF
IVE
$49.9B
| $108M | 0.13% |
477,313
-40,188
| -8% | -$8.98M |
2017 Q3
35 quarters
|
|
145
Corning
GLW
$91.4B
| $108M | 0.13% |
423,265
+6,765
| +2% | +$1.23M |
2022 Q1
17 quarters
|
|
146
Deere & Co
DE
$181B
| $107M | 0.13% |
169,446
-1,321
| -0.8% | -$765K |
2017 Q1
37 quarters
|
|
147
iShares Russell Mid-Cap ETF
IWR
$56.8B
| $107M | 0.13% |
969,045
+70,575
| +8% | +$7.42M |
2017 Q3
35 quarters
|
|
148
Palantir
PLTR
$386B
| $106M | 0.13% |
909,588
+42,650
| +5% | +$5.82M |
2022 Q4
14 quarters
|
|
149
Cummins
CMI
$61.7B
| $105M | 0.13% |
147,538
-1,213
| -0.8% | -$799K |
2021 Q4
18 quarters
|
|
150
Union Pacific
UNP
$172B
| $105M | 0.13% |
385,332
+2,509
| +0.7% | +$659K |
2017 Q1
37 quarters
|
|
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Cerity Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Cerity Partners held 3,605 positions worth $82.7B, up 17% from $70.8B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Cerity Partners deployed $4.1B of net new capital in Q2 2026, opening 364 new positions and adding to 1,684 existing holdings. Its largest new stake was Honeywell Aerospace: 282,206 shares worth $62.4M.
By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Honeywell, an estimated $75.8M trimmed.
- Cerity Partners's largest Q2 2026 buy was Honeywell Aerospace: 282,206 shares worth $62.4M.
- Cerity Partners added most to Tesla in Q2 2026, an estimated $485M increase.
- Cerity Partners's biggest Q2 2026 reduction was Honeywell, cutting an estimated $75.8M.
- Cerity Partners fully exited Coterra Energy in Q2 2026, selling an estimated $11.6M.
- Cerity Partners's ten largest holdings make up 24% of its $82.7B portfolio in Q2 2026.
- Cerity Partners opened 364 new positions and closed 202 in Q2 2026.
- Cerity Partners's portfolio value rose 17% quarter-over-quarter to $82.7B.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.