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 | |
|---|---|---|---|---|---|---|---|
1476
United Bankshares
UBSI
$6.48B
| $2.61M | ﹤0.01% |
56,893
-10,857
| -16% | -$515K |
2022 Q2
17 quarters
|
|
1477
Woodside Energy
WDS
$40.1B
| $2.61M | ﹤0.01% |
117,743
+895
| +0.8% | +$20.1K |
2022 Q3
16 quarters
|
|
1478
Summit Therapeutics
SMMT
$11.3B
| $2.61M | ﹤0.01% |
154,281
+39,776
| +35% | +$595K |
2024 Q3
8 quarters
|
|
1479
Keurig Dr Pepper
KDP
$49.5B
| $2.61M | ﹤0.01% |
85,900
-267,213
| -76% | -$8.35M |
2023 Q4
11 quarters
|
|
1480
EQT Corp
EQT
$33B
| $2.61M | ﹤0.01% |
53,657
-30,873
| -37% | -$1.62M |
2023 Q3
12 quarters
|
|
1481
Skydance Corporation
SKYD
$37.9B
| $2.6M | ﹤0.01% |
251,966
+127,221
| +102% | +$1.24M |
2025 Q3
4 quarters
|
|
1482
AngloGold Ashanti
AU
$43.7B
| $2.6M | ﹤0.01% |
27,624
+14,777
| +115% | +$1.4M |
2025 Q3
4 quarters
|
|
1483
Doximity
DOCS
$5.95B
| $2.59M | ﹤0.01% |
91,487
+35,248
| +63% | +$851K |
2023 Q4
11 quarters
|
|
1484
iShares New York Muni Bond ETF
NYF
$1.78B
| $2.59M | ﹤0.01% |
51,319
-7,883
| -13% | -$414K |
2023 Q3
12 quarters
|
|
1485
DT Midstream
DTM
$12.2B
| $2.59M | ﹤0.01% |
21,695
-17,716
| -45% | -$2.38M |
2024 Q1
10 quarters
|
|
1486
DELISTED
Qorvo
QRVO
| $2.59M | ﹤0.01% |
22,616
+15,967
| +240% | +$1.57M |
2025 Q2
5 quarters
|
|
1487
Global X MLP ETF
MLPA
$2.28B
| $2.59M | ﹤0.01% |
48,615
+42
| +0.1% | +$2.35K |
2023 Q3
12 quarters
|
|
1488
POSCO
PKX
$15.2B
| $2.58M | ﹤0.01% |
45,789
+4,177
| +10% | +$235K |
2022 Q2
17 quarters
|
|
1489
SailPoint Inc
SAIL
$11.9B
| $2.58M | ﹤0.01% |
126,654
+191
| +0.2% | +$3.42K |
2025 Q2
5 quarters
|
|
1490
GameStop
GME
$13B
| $2.57M | ﹤0.01% |
104,341
+10,046
| +11% | +$209K |
2025 Q1
6 quarters
|
|
1491
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.88B
| $2.57M | ﹤0.01% |
64,606
+5,420
| +9% | +$214K |
2026 Q1
2 quarters
|
|
1492
Sanmina
SANM
$8.48B
| $2.56M | ﹤0.01% |
11,916
+8,206
| +221% | +$1.67M |
2025 Q2
5 quarters
|
|
1493
Antero Midstream
AM
$9.7B
| $2.56M | ﹤0.01% |
126,936
+135
| +0.1% | +$2.98K |
2023 Q4
11 quarters
|
|
1494
LPL Financial
LPLA
$22.8B
| $2.55M | ﹤0.01% |
8,355
+1,439
| +21% | +$489K |
2023 Q4
11 quarters
|
|
1495
Dorman Products
DORM
$3.9B
| $2.55M | ﹤0.01% |
20,788
-2,045
| -9% | -$270K |
2023 Q4
11 quarters
|
|
1496
World Kinect Corp
WKC
$1.82B
| $2.55M | ﹤0.01% |
72,450
+8,886
| +14% | +$322K |
2026 Q2
1 quarter
|
|
1497
PUT
AbbVie
ABBV
$521B
| $2.54M | ﹤0.01% |
9,700
+1,500
| +18% | +$385K |
2026 Q1
2 quarters
|
|
1498
CALL
Broadcom
AVGO
$1.66T
| $2.53M | ﹤0.01% |
+7,200
| New | +$2.71M |
2026 Q3
0 quarters
|
|
|
1499
PUT
Broadcom
AVGO
$1.66T
| $2.53M | ﹤0.01% |
7,200
+1,200
| +20% | +$452K |
2026 Q1
2 quarters
|
|
1500
Donaldson
DCI
$10B
| $2.53M | ﹤0.01% |
29,021
+6,894
| +31% | +$629K |
2023 Q1
14 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.