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 | |
|---|---|---|---|---|---|---|---|
1601
Lyft
LYFT
$6.42B
| $2.11M | ﹤0.01% |
140,258
+22,151
| +19% | +$355K |
2024 Q3
8 quarters
|
|
1602
Capital Group Municipal High-Income ETF
CGHM
$3.81B
| $2.1M | ﹤0.01% |
87,422
+3,693
| +4% | +$93.4K |
2025 Q4
3 quarters
|
|
1603
Super Micro Computer
SMCI
$17.7B
| $2.1M | ﹤0.01% |
51,201
+21,917
| +75% | +$745K |
2023 Q3
12 quarters
|
|
1604
Dimensional US Sustainability Core 1 ETF
DFSU
$2.38B
| $2.1M | ﹤0.01% |
44,525
-509
| -1% | -$24.3K |
2026 Q2
1 quarter
|
|
1605
Replimune Group
REPL
$2.08B
| $2.1M | ﹤0.01% |
158,312
-9,192
| -5% | -$116K |
2026 Q1
2 quarters
|
|
1606
Strategic Education
STRA
$1.2B
| $2.1M | ﹤0.01% |
26,977
-1,618
| -6% | -$131K |
2025 Q1
6 quarters
|
|
1607
Krystal Biotech
KRYS
$9.05B
| $2.09M | ﹤0.01% |
6,270
+4,371
| +230% | +$1.51M |
2026 Q2
1 quarter
|
|
1608
Invesco S&P 500 GARP ETF
SPGP
$2.18B
| $2.07M | ﹤0.01% |
17,393
-22,658
| -57% | -$2.82M |
2025 Q2
5 quarters
|
|
1609
C3.ai
AI
$1.9B
| $2.06M | ﹤0.01% |
187,591
-19,956
| -10% | -$197K |
2023 Q4
11 quarters
|
|
1610
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.7B
| $2.06M | ﹤0.01% |
55,044
-2,989
| -5% | -$115K |
2021 Q4
19 quarters
|
|
1611
CF Industries
CF
$18.3B
| $2.06M | ﹤0.01% |
17,873
+5,954
| +50% | +$734K |
2026 Q1
2 quarters
|
|
1612
CorVel
CRVL
$4.31B
| $2.05M | ﹤0.01% |
27,554
+650
| +2% | +$43.1K |
2024 Q3
8 quarters
|
|
1613
iShares Morningstar Mid-Cap ETF
IMCB
$1.76B
| $2.05M | ﹤0.01% |
21,682
-2,083
| -9% | -$204K |
2023 Q4
11 quarters
|
|
1614
Whirlpool
WHR
$1.91B
| $2.04M | ﹤0.01% |
66,502
-17,040
| -20% | -$647K |
2020 Q2
25 quarters
|
|
1615
News Corp Class B
NWS
$16B
| $2.04M | ﹤0.01% |
64,264
+16,904
| +36% | +$550K |
2024 Q1
10 quarters
|
|
1616
Ryanair
RYAAY
$29.9B
| $2.03M | ﹤0.01% |
36,868
-1,065
| -3% | -$61.8K |
2025 Q2
5 quarters
|
|
1617
PUT
Everpure Inc
P
$36B
| $2.03M | ﹤0.01% |
+15,500
| New | +$1.46M |
2026 Q3
0 quarters
|
|
1618
Ralliant Corp
RAL
$7.62B
| $2.01M | ﹤0.01% |
29,125
+20,148
| +224% | +$1.36M |
2025 Q2
5 quarters
|
|
|
MBGL
1619
Mobility Global Inc
MBGL
$6.86B
| $2.01M | ﹤0.01% |
+117,465
| New | +$2.36M |
2026 Q3
0 quarters
|
|
1620
Southern California Bancorp
BCAL
$700M
| $2.01M | ﹤0.01% |
94,165
+4,559
| +5% | +$97.4K |
2024 Q3
8 quarters
|
|
1621
Kite Realty
KRG
$5.06B
| $2.01M | ﹤0.01% |
82,356
+29,670
| +56% | +$801K |
2023 Q4
11 quarters
|
|
1622
Henry Schein
HSIC
$9.5B
| $2.01M | ﹤0.01% |
23,883
+2,785
| +13% | +$243K |
2022 Q4
15 quarters
|
|
1623
nCino
NCNO
$2.41B
| $2M | ﹤0.01% |
110,537
-33,400
| -23% | -$656K |
2026 Q1
2 quarters
|
|
1624
Vanguard ESG US Corporate Bond ETF
VCEB
$1.22B
| $2M | ﹤0.01% |
33,635
-71,222
| -68% | -$4.37M |
2024 Q2
9 quarters
|
|
1625
iShares MSCI India ETF
INDA
$6.84B
| $2M | ﹤0.01% |
42,929
-966
| -2% | -$47.4K |
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.