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 | |
|---|---|---|---|---|---|---|---|
1726
Roivant Sciences
ROIV
$28.6B
| $1.67M | ﹤0.01% |
45,678
+2,391
| +6% | +$86.7K |
2025 Q4
3 quarters
|
|
1727
NETSCOUT
NTCT
$2.34B
| $1.67M | ﹤0.01% |
41,469
-3,021
| -7% | -$120K |
2025 Q2
5 quarters
|
|
1728
Sensata Technologies
ST
$5.61B
| $1.66M | ﹤0.01% |
40,037
+15,573
| +64% | +$685K |
2025 Q4
3 quarters
|
|
1729
Terreno Realty
TRNO
$7.35B
| $1.66M | ﹤0.01% |
25,661
-141,678
| -85% | -$9.7M |
2024 Q3
8 quarters
|
|
1730
AvePoint
AVPT
$3.48B
| $1.66M | ﹤0.01% |
117,586
+19,391
| +20% | +$254K |
2024 Q2
9 quarters
|
|
1731
Hexcel
HXL
$6.02B
| $1.65M | ﹤0.01% |
19,648
+2,328
| +13% | +$226K |
2022 Q4
15 quarters
|
|
1732
Iridium Communications
IRDM
$4.86B
| $1.64M | ﹤0.01% |
34,286
-137,589
| -80% | -$6.64M |
2026 Q1
2 quarters
|
|
1733
Spectrum Brands
SPB
$2.02B
| $1.64M | ﹤0.01% |
20,614
+1,770
| +9% | +$154K |
2026 Q1
2 quarters
|
|
1734
Smurfit Westrock
SW
$22.2B
| $1.64M | ﹤0.01% |
37,103
+8,282
| +29% | +$382K |
2024 Q3
8 quarters
|
|
1735
Republic Bancorp
RBCAA
$1.79B
| $1.63M | ﹤0.01% |
17,819
+177
| +1% | +$16.7K |
2023 Q2
13 quarters
|
|
1736
The Marzetti Company
MZTI
$3.02B
| $1.63M | ﹤0.01% |
16,464
-15,863
| -49% | -$1.73M |
2022 Q2
17 quarters
|
|
1737
ICF International
ICFI
$1.46B
| $1.63M | ﹤0.01% |
19,608
+2,311
| +13% | +$194K |
2024 Q1
10 quarters
|
|
1738
Celanese
CE
$5.64B
| $1.62M | ﹤0.01% |
+36,602
| New | +$1.67M |
2026 Q3
0 quarters
|
|
1739
Huntington Ingalls Industries
HII
$12.1B
| $1.62M | ﹤0.01% |
6,080
-14,668
| -71% | -$4.28M |
2023 Q4
11 quarters
|
|
1740
People Inc
PPLI
$3.28B
| $1.62M | ﹤0.01% |
38,666
-6,072
| -14% | -$250K |
2025 Q4
3 quarters
|
|
1741
Lumen Technologies, Inc. Common Stock
LUMN
$4.22B
| $1.62M | ﹤0.01% |
289,667
-62,270
| -18% | -$397K |
2022 Q4
15 quarters
|
|
1742
IonQ
IONQ
$13.4B
| $1.62M | ﹤0.01% |
36,965
+10,191
| +38% | +$413K |
2025 Q2
5 quarters
|
|
1743
MDU Resources
MDU
$4.18B
| $1.62M | ﹤0.01% |
87,217
+11,926
| +16% | +$239K |
2023 Q4
11 quarters
|
|
1744
Appian
APPN
$3.89B
| $1.61M | ﹤0.01% |
45,688
+12,773
| +39% | +$418K |
2025 Q3
4 quarters
|
|
1745
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.96B
| $1.61M | ﹤0.01% |
23,473
-333
| -1% | -$23.1K |
2023 Q2
13 quarters
|
|
1746
Penumbra
PEN
$12.6B
| $1.61M | ﹤0.01% |
5,045
+305
| +6% | +$97.8K |
2024 Q2
9 quarters
|
|
1747
AtriCure
ATRC
$2.89B
| $1.61M | ﹤0.01% |
28,572
+5,803
| +25% | +$262K |
2026 Q2
1 quarter
|
|
1748
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.8B
| $1.6M | ﹤0.01% |
28,845
+809
| +3% | +$46K |
2019 Q2
29 quarters
|
|
1749
Fomento Económico Mexicano
FMX
$44.9B
| $1.6M | ﹤0.01% |
13,483
+1,432
| +12% | +$176K |
2023 Q4
11 quarters
|
|
1750
Charles River Laboratories
CRL
$16.2B
| $1.6M | ﹤0.01% |
5,408
+1,568
| +41% | +$413K |
2025 Q3
4 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.