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 | |
|---|---|---|---|---|---|---|---|
1776
Agree Realty
ADC
$9.03B
| $1.51M | ﹤0.01% |
22,571
-4,305
| -16% | -$321K |
2024 Q1
10 quarters
|
|
1777
Harmony Biosciences
HRMY
$1.98B
| $1.51M | ﹤0.01% |
38,343
+7,735
| +25% | +$299K |
2025 Q3
4 quarters
|
|
1778
Kulicke & Soffa
KLIC
$3.61B
| $1.5M | ﹤0.01% |
15,936
+773
| +5% | +$72K |
2025 Q2
5 quarters
|
|
1779
BBH Select Mid Cap ETF
BBHM
$438M
| $1.5M | ﹤0.01% |
+131,917
| New | +$1.56M |
2026 Q3
0 quarters
|
|
1780
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.06B
| $1.5M | ﹤0.01% |
26,667
-12,315
| -32% | -$741K |
2023 Q2
13 quarters
|
|
1781
Schrodinger
SDGR
$2.22B
| $1.5M | ﹤0.01% |
48,258
-512
| -1% | -$10.1K |
2026 Q2
1 quarter
|
|
1782
Grab
GRAB
$13.1B
| $1.49M | ﹤0.01% |
479,385
+42,346
| +10% | +$147K |
2023 Q4
11 quarters
|
|
1783
Oscar Health
OSCR
$9.6B
| $1.49M | ﹤0.01% |
48,287
+5,204
| +12% | +$160K |
2025 Q1
6 quarters
|
|
1784
Astera Labs
ALAB
$38.8B
| $1.49M | ﹤0.01% |
4,182
+792
| +23% | +$255K |
2026 Q2
1 quarter
|
|
1785
Q2 Holdings
QTWO
$4.57B
| $1.49M | ﹤0.01% |
26,844
+844
| +3% | +$50K |
2024 Q3
8 quarters
|
|
1786
State Street SPDR NYSE Technology ETF
XNTK
$1.77B
| $1.49M | ﹤0.01% |
3,891
+355
| +10% | +$127K |
2024 Q4
7 quarters
|
|
1787
ESCO Technologies
ESE
$6B
| $1.48M | ﹤0.01% |
5,597
-565
| -9% | -$168K |
2024 Q1
10 quarters
|
|
1788
Peoples Bancorp
PEBO
$1.38B
| $1.48M | ﹤0.01% |
40,439
+2,090
| +5% | +$83.2K |
2023 Q2
13 quarters
|
|
1789
Fortrea Holdings
FTRE
$1.95B
| $1.48M | ﹤0.01% |
74,119
-8,767
| -11% | -$163K |
2023 Q2
13 quarters
|
|
1790
Paymentus
PAY
$4.34B
| $1.48M | ﹤0.01% |
48,181
-746
| -2% | -$25.6K |
2024 Q3
8 quarters
|
|
1791
iShares Future Exponential Technologies ETF
XT
$3.93B
| $1.48M | ﹤0.01% |
17,701
+2,347
| +15% | +$192K |
2024 Q2
9 quarters
|
|
1792
Progyny
PGNY
$2.66B
| $1.47M | ﹤0.01% |
58,299
-7
| -0% | -$198 |
2024 Q4
7 quarters
|
|
1793
TCW Flexible Income ETF
FLXR
$3.95B
| $1.46M | ﹤0.01% |
38,614
+2,893
| +8% | +$112K |
2026 Q1
2 quarters
|
|
1794
German American Bancorp
GABC
$1.87B
| $1.46M | ﹤0.01% |
30,170
+961
| +3% | +$47.4K |
2023 Q2
13 quarters
|
|
1795
Gabelli Equity Trust
GAB
$1.84B
| $1.46M | ﹤0.01% |
278,013
-81,443
| -23% | -$457K |
2024 Q2
9 quarters
|
|
1796
Helen of Troy
HELE
$873M
| $1.45M | ﹤0.01% |
53,031
-9,984
| -16% | -$282K |
2026 Q1
2 quarters
|
|
1797
Oklo
OKLO
$4.67B
| $1.45M | ﹤0.01% |
39,221
-34,405
| -47% | -$1.45M |
2024 Q2
9 quarters
|
|
1798
Rayonier
RYN
$6.34B
| $1.45M | ﹤0.01% |
79,066
+6,209
| +9% | +$130K |
2022 Q2
17 quarters
|
|
1799
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
| $1.45M | ﹤0.01% |
36,951
+815
| +2% | +$33K |
2026 Q1
2 quarters
|
|
1800
TriNet
TNET
$3.02B
| $1.44M | ﹤0.01% |
23,102
-1,966
| -8% | -$128K |
2022 Q3
16 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.