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 | |
|---|---|---|---|---|---|---|---|
1676
Sally Beauty Holdings
SBH
$1.72B
| $1.88M | ﹤0.01% |
+114,404
| New | +$1.81M |
2026 Q3
0 quarters
|
|
1677
Covista Inc
CVSA
$3.93B
| $1.87M | ﹤0.01% |
15,297
-1,326
| -8% | -$169K |
2023 Q4
11 quarters
|
|
1678
Qualys
QLYS
$6.04B
| $1.86M | ﹤0.01% |
9,946
+2,010
| +25% | +$338K |
2024 Q3
8 quarters
|
|
1679
Credicorp
BAP
$29.3B
| $1.85M | ﹤0.01% |
4,859
-216
| -4% | -$83K |
2024 Q1
10 quarters
|
|
1680
Definium Therapeutics
DFTX
$4.39B
| $1.83M | ﹤0.01% |
48,159
-5,724
| -11% | -$241K |
2026 Q2
1 quarter
|
|
1681
Gentex
GNTX
$3.94B
| $1.83M | ﹤0.01% |
84,124
+9,692
| +13% | +$226K |
2024 Q1
10 quarters
|
|
1682
T. Rowe Price US Equity Research ETF
TSPA
$4.67B
| $1.83M | ﹤0.01% |
37,832
+145
| +0.4% | +$6.95K |
2024 Q2
9 quarters
|
|
1683
Pembina Pipeline
PBA
$29.3B
| $1.83M | ﹤0.01% |
40,952
-5,093
| -11% | -$246K |
2022 Q2
17 quarters
|
|
1684
iShares US Utilities ETF
IDU
$1.38B
| $1.83M | ﹤0.01% |
18,104
+147
| +0.8% | +$16.2K |
2024 Q2
9 quarters
|
|
1685
Grace Therapeutics
GRCE
$38.1M
| $1.83M | ﹤0.01% |
849,055
| – | – |
2025 Q4
3 quarters
|
|
1686
Asana
ASAN
$2.22B
| $1.82M | ﹤0.01% |
216,348
-2,621
| -1% | -$22.7K |
2026 Q1
2 quarters
|
|
1687
DoubleVerify
DV
$2.12B
| $1.82M | ﹤0.01% |
135,186
+13,953
| +12% | +$175K |
2024 Q2
9 quarters
|
|
1688
Axsome Therapeutics
AXSM
$7.45B
| $1.82M | ﹤0.01% |
9,874
+4,247
| +75% | +$924K |
2024 Q3
8 quarters
|
|
1689
Amrize Ltd
AMRZ
$21.8B
| $1.82M | ﹤0.01% |
48,561
+42,045
| +645% | +$1.92M |
2026 Q1
2 quarters
|
|
1690
GlobalFoundries
GFS
$23.1B
| $1.81M | ﹤0.01% |
37,859
-8,526
| -18% | -$444K |
2025 Q3
4 quarters
|
|
1691
EastGroup Properties
EGP
$10.6B
| $1.81M | ﹤0.01% |
9,183
-2,949
| -24% | -$605K |
2023 Q4
11 quarters
|
|
1692
Ezcorp Inc
EZPW
$1.69B
| $1.81M | ﹤0.01% |
60,788
+19,399
| +47% | +$610K |
2026 Q2
1 quarter
|
|
1693
Guidewire Software
GWRE
$13.1B
| $1.81M | ﹤0.01% |
12,683
+7,255
| +134% | +$1.15M |
2024 Q1
10 quarters
|
|
1694
Merit Medical Systems
MMSI
$5.19B
| $1.81M | ﹤0.01% |
20,970
+3,107
| +17% | +$260K |
2024 Q3
8 quarters
|
|
1695
CALL
iShares MSCI EAFE ETF
EFA
$77.3B
| $1.81M | ﹤0.01% |
17,400
| – | – |
2025 Q4
3 quarters
|
|
1696
Bowhead Specialty Holdings
BOW
$1.12B
| $1.8M | ﹤0.01% |
53,249
+623
| +1% | +$20.4K |
2025 Q4
3 quarters
|
|
1697
CALL
Microsoft
MSFT
$3.89T
| $1.8M | ﹤0.01% |
3,500
-1,600
| -31% | -$740K |
2026 Q1
2 quarters
|
|
1698
Primerica
PRI
$8.9B
| $1.79M | ﹤0.01% |
6,570
+1,245
| +23% | +$375K |
2026 Q1
2 quarters
|
|
1699
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$3.01B
| $1.79M | ﹤0.01% |
23,462
+598
| +3% | +$46.5K |
2022 Q1
18 quarters
|
|
1700
COPT Defense Properties
CDP
$3.76B
| $1.79M | ﹤0.01% |
53,516
-35,032
| -40% | -$1.27M |
2025 Q2
5 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.