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 | |
|---|---|---|---|---|---|---|---|
1576
Sprott Physical Gold
PHYS
$14.2B
| $2.19M | ﹤0.01% |
69,949
+8,517
| +14% | +$275K |
2022 Q2
17 quarters
|
|
1577
PUT
GE Aerospace
GE
$344B
| $2.19M | ﹤0.01% |
7,000
-100
| -1% | -$34.6K |
2026 Q1
2 quarters
|
|
1578
Innovator US Equity Power Buffer ETF May
PMAY
$781M
| $2.18M | ﹤0.01% |
51,639
+862
| +2% | +$36.1K |
2026 Q2
1 quarter
|
|
1579
Mercury Insurance
MCY
$4.79B
| $2.17M | ﹤0.01% |
21,993
+574
| +3% | +$60.3K |
2025 Q2
5 quarters
|
|
1580
Encompass Health
EHC
$13.8B
| $2.17M | ﹤0.01% |
17,886
+2,365
| +15% | +$279K |
2024 Q3
8 quarters
|
|
1581
QuinStreet
QNST
$1.09B
| $2.17M | ﹤0.01% |
144,530
-27,801
| -16% | -$489K |
2026 Q1
2 quarters
|
|
1582
Nutrien
NTR
$33.8B
| $2.17M | ﹤0.01% |
30,839
+9,036
| +41% | +$644K |
2023 Q4
11 quarters
|
|
1583
ABM Industries
ABM
$3.2B
| $2.16M | ﹤0.01% |
44,806
+5,939
| +15% | +$284K |
2024 Q1
10 quarters
|
|
1584
Annaly Capital Management
NLY
$13.9B
| $2.15M | ﹤0.01% |
114,059
+26,090
| +30% | +$586K |
2022 Q4
15 quarters
|
|
1585
PUT
RTX Corp
RTX
$268B
| $2.15M | ﹤0.01% |
11,600
+5,600
| +93% | +$1.15M |
2026 Q1
2 quarters
|
|
1586
Equinor
EQNR
$102B
| $2.14M | ﹤0.01% |
51,549
+8,824
| +21% | +$356K |
2022 Q2
17 quarters
|
|
1587
Ameris Bancorp
ABCB
$5.55B
| $2.14M | ﹤0.01% |
26,911
-205
| -0.8% | -$17.8K |
2024 Q1
10 quarters
|
|
1588
iShares Russell Top 200 Growth ETF
IWY
$14.7B
| $2.14M | ﹤0.01% |
7,241
+2,719
| +60% | +$779K |
2024 Q1
10 quarters
|
|
1589
United Fire Group
UFCS
$1.31B
| $2.14M | ﹤0.01% |
40,601
+4,120
| +11% | +$219K |
2025 Q4
3 quarters
|
|
1590
iShares MSCI Emerging Markets Asia ETF
EEMA
$771M
| $2.13M | ﹤0.01% |
18,420
-19,893
| -52% | -$2.28M |
2025 Q2
5 quarters
|
|
1591
ENI
E
$81.9B
| $2.13M | ﹤0.01% |
39,270
+3,139
| +9% | +$167K |
2022 Q2
17 quarters
|
|
1592
HealthStream
HSTM
$856M
| $2.13M | ﹤0.01% |
71,630
-1,987
| -3% | -$57.1K |
2025 Q3
4 quarters
|
|
1593
MGE Energy Inc
MGEE
$2.98B
| $2.13M | ﹤0.01% |
30,632
+2,574
| +9% | +$202K |
2024 Q1
10 quarters
|
|
1594
Biohaven
BHVN
$2.09B
| $2.12M | ﹤0.01% |
158,801
-3,109
| -2% | -$45K |
2025 Q4
3 quarters
|
|
1595
Workiva
WK
$3.71B
| $2.12M | ﹤0.01% |
31,789
+6,502
| +26% | +$428K |
2024 Q3
8 quarters
|
|
1596
Vodafone
VOD
$35.6B
| $2.12M | ﹤0.01% |
130,978
+35,213
| +37% | +$560K |
2020 Q3
24 quarters
|
|
1597
Innovator US Equity Power Buffer ETF December
PDEC
$975M
| $2.11M | ﹤0.01% |
44,827
-3,323
| -7% | -$155K |
2022 Q4
15 quarters
|
|
1598
LivaNova
LIVN
$5.03B
| $2.11M | ﹤0.01% |
27,581
+747
| +3% | +$59.7K |
2025 Q2
5 quarters
|
|
1599
Matador Resources
MTDR
$6.62B
| $2.11M | ﹤0.01% |
40,902
-22,624
| -36% | -$1.22M |
2022 Q4
15 quarters
|
|
1600
Kimbell Royalty Partners
KRP
$1.64B
| $2.11M | ﹤0.01% |
147,500
| – | – |
2024 Q3
8 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.