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 | |
|---|---|---|---|---|---|---|---|
1751
State Street SPDR S&P Semiconductor ETF
XSD
$2.36B
| $1.6M | ﹤0.01% |
3,012
-3,942
| -57% | -$2.03M |
2025 Q3
4 quarters
|
|
1752
Bank of Hawaii
BOH
$2.72B
| $1.6M | ﹤0.01% |
23,147
-2,992
| -11% | -$235K |
2022 Q4
15 quarters
|
|
1753
Easterly Government Properties
DEA
$1.04B
| $1.59M | ﹤0.01% |
68,661
-4,587
| -6% | -$112K |
2023 Q4
11 quarters
|
|
1754
Logitech
LOGI
$14.5B
| $1.59M | ﹤0.01% |
15,736
+2,952
| +23% | +$299K |
2024 Q1
10 quarters
|
|
1755
First Trust California Municipal High income ETF
FCAL
$207M
| $1.59M | ﹤0.01% |
34,332
-43
| -0.1% | -$2.08K |
2026 Q1
2 quarters
|
|
1756
Digi International
DGII
$2.1B
| $1.59M | ﹤0.01% |
20,810
-2,339
| -10% | -$170K |
2025 Q4
3 quarters
|
|
1757
The Bancorp
TBBK
$1.94B
| $1.58M | ﹤0.01% |
32,777
+4,257
| +15% | +$268K |
2024 Q1
10 quarters
|
|
1758
Installed Building Products
IBP
$6.42B
| $1.57M | ﹤0.01% |
8,177
+661
| +9% | +$149K |
2023 Q3
12 quarters
|
|
1759
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$365M
| $1.57M | ﹤0.01% |
44,617
+3,135
| +8% | +$118K |
2026 Q1
2 quarters
|
|
1760
Bridger Aerospace
BAER
$15.1M
| $1.57M | ﹤0.01% |
2,229,693
-215,964
| -9% | -$303K |
2024 Q2
9 quarters
|
|
1761
McElhenny Sheffield Managed Risk ETF
MSMR
$181M
| $1.56M | ﹤0.01% |
45,496
| – | – |
2024 Q3
8 quarters
|
|
1762
Telefônica Brasil
VIV
$19.2B
| $1.56M | ﹤0.01% |
136,234
+11,661
| +9% | +$144K |
2024 Q4
7 quarters
|
|
1763
Archrock
AROC
$4.8B
| $1.55M | ﹤0.01% |
51,275
+671
| +1% | +$22.8K |
2024 Q1
10 quarters
|
|
1764
iShares Systematic Bond ETF
SYSB
$1.39B
| $1.55M | ﹤0.01% |
18,413
+463
| +3% | +$40.3K |
2026 Q1
2 quarters
|
|
1765
Group 1 Automotive
GPI
$3.11B
| $1.54M | ﹤0.01% |
6,424
-2,311
| -26% | -$651K |
2024 Q1
10 quarters
|
|
1766
Innovator US Equity Power Buffer ETF September
PSEP
$1.23B
| $1.54M | ﹤0.01% |
32,959
+15,072
| +84% | +$702K |
2022 Q4
15 quarters
|
|
1767
iHeartMedia
IHRT
$92.5M
| $1.54M | ﹤0.01% |
732,977
+714,865
| +3,947% | +$2.27M |
2025 Q1
6 quarters
|
|
1768
Genmab
GMAB
$31.7B
| $1.54M | ﹤0.01% |
43,119
+3,215
| +8% | +$102K |
2020 Q3
24 quarters
|
|
1769
First Financial Bancorp
FFBC
$3.43B
| $1.53M | ﹤0.01% |
48,970
-6,470
| -12% | -$216K |
2024 Q3
8 quarters
|
|
1770
Restaurant Brands International
QSR
$26.3B
| $1.53M | ﹤0.01% |
21,565
+5,781
| +37% | +$435K |
2022 Q3
16 quarters
|
|
1771
XPO
XPO
$22.5B
| $1.53M | ﹤0.01% |
8,678
+989
| +13% | +$194K |
2025 Q2
5 quarters
|
|
1772
Marqeta
MQ
$1.89B
| $1.52M | ﹤0.01% |
89,601
+14,201
| +19% | +$235K |
2024 Q3
8 quarters
|
|
1773
Avient
AVNT
$4.1B
| $1.52M | ﹤0.01% |
37,723
-14,803
| -28% | -$601K |
2024 Q1
10 quarters
|
|
1774
Grupo Cibest SA
CIB
$21.1B
| $1.51M | ﹤0.01% |
16,272
+3,189
| +24% | +$295K |
2025 Q2
5 quarters
|
|
1775
FirstCash
FCFS
$7.92B
| $1.51M | ﹤0.01% |
7,149
+1,338
| +23% | +$288K |
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.