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 | |
|---|---|---|---|---|---|---|---|
1551
Triumph Financial Inc
TFIN
$1.43B
| $2.29M | ﹤0.01% |
38,140
+86
| +0.2% | +$6.25K |
2025 Q4
3 quarters
|
|
1552
Grayscale Bitcoin Mini Trust ETF
BTC
$3.64B
| $2.28M | ﹤0.01% |
61,782
+11,537
| +23% | +$363K |
2024 Q3
8 quarters
|
|
1553
Las Vegas Sands
LVS
$25.3B
| $2.28M | ﹤0.01% |
60,312
-33,548
| -36% | -$1.5M |
2023 Q4
11 quarters
|
|
1554
TTM Technologies
TTMI
$7.81B
| $2.28M | ﹤0.01% |
18,545
-4,000
| -18% | -$514K |
2025 Q2
5 quarters
|
|
1555
BayCom
BCML
$339M
| $2.28M | ﹤0.01% |
75,002
+1,429
| +2% | +$44.6K |
2024 Q2
9 quarters
|
|
1556
Constellium
CSTM
$3.01B
| $2.27M | ﹤0.01% |
94,007
+491
| +0.5% | +$13.6K |
2025 Q1
6 quarters
|
|
1557
PGIM Ultra Short Bond ETF
PULS
$19.9B
| $2.27M | ﹤0.01% |
45,960
+9,731
| +27% | +$483K |
2026 Q1
2 quarters
|
|
1558
Aecom
ACM
$9.07B
| $2.27M | ﹤0.01% |
38,513
+15,829
| +70% | +$1.06M |
2022 Q4
15 quarters
|
|
1559
Global X Silver Miners ETF NEW
SIL
$3.71B
| $2.27M | ﹤0.01% |
26,352
+4,685
| +22% | +$408K |
2024 Q4
7 quarters
|
|
1560
Vanguard Core Tax-Exempt Bond ETF
VCRM
$2.29B
| $2.26M | ﹤0.01% |
31,641
+4,753
| +18% | +$354K |
2025 Q4
3 quarters
|
|
1561
Webull Corp
BULL
$2.8B
| $2.26M | ﹤0.01% |
324,779
+54,371
| +20% | +$435K |
2026 Q1
2 quarters
|
|
1562
First Financial Bankshares
FFIN
$4.33B
| $2.26M | ﹤0.01% |
71,314
+1,256
| +2% | +$42.8K |
2026 Q1
2 quarters
|
|
1563
Pool Corp
POOL
$7.72B
| $2.26M | ﹤0.01% |
13,952
-22,787
| -62% | -$4.31M |
2023 Q4
11 quarters
|
|
1564
AptarGroup
ATR
$9.07B
| $2.26M | ﹤0.01% |
18,638
+6,686
| +56% | +$866K |
2023 Q4
11 quarters
|
|
1565
Middleby
MIDD
$5.89B
| $2.26M | ﹤0.01% |
21,770
+19,570
| +890% | +$2.42M |
2025 Q4
3 quarters
|
|
1566
BitGo Holdings
BTGO
$496M
| $2.25M | ﹤0.01% |
304,148
+152,981
| +101% | +$938K |
2026 Q2
1 quarter
|
|
1567
Capital Group Core Equity ETF
CGUS
$12.2B
| $2.25M | ﹤0.01% |
50,537
+11,219
| +29% | +$503K |
2023 Q4
11 quarters
|
|
1568
iShares US Home Construction ETF
ITB
$2.1B
| $2.25M | ﹤0.01% |
25,817
+195
| +0.8% | +$18.6K |
2025 Q1
6 quarters
|
|
1569
Sprott Physical Silver Trust
PSLV
$9.6B
| $2.24M | ﹤0.01% |
115,726
+3,554
| +3% | +$72.4K |
2022 Q2
17 quarters
|
|
1570
Credit Acceptance
CACC
$5.12B
| $2.24M | ﹤0.01% |
4,221
-666
| -14% | -$395K |
2023 Q4
11 quarters
|
|
1571
Hancock Whitney
HWC
$5.19B
| $2.24M | ﹤0.01% |
31,064
+7,530
| +32% | +$571K |
2024 Q1
10 quarters
|
|
1572
Weyerhaeuser
WY
$15B
| $2.23M | ﹤0.01% |
117,236
-137,954
| -54% | -$3.22M |
2020 Q4
23 quarters
|
|
1573
Pediatrix Medical
MD
$2.45B
| $2.22M | ﹤0.01% |
86,415
-1,675
| -2% | -$44.1K |
2025 Q3
4 quarters
|
|
1574
Pentair
PNR
$10.9B
| $2.2M | ﹤0.01% |
41,535
-3,433
| -8% | -$218K |
2023 Q4
11 quarters
|
|
1575
Nuveen Quality Municipal Income Fund
NAD
$2.44B
| $2.2M | ﹤0.01% |
217,131
+23,122
| +12% | +$265K |
2022 Q4
15 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.