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 | |
|---|---|---|---|---|---|---|---|
1851
Strata Critical Medical Inc
SRTA
$492M
| $1.31M | ﹤0.01% |
256,256
-245,982
| -49% | -$1.34M |
2021 Q2
21 quarters
|
|
1852
VanEck Oil Services ETF
OIH
$1.84B
| $1.3M | ﹤0.01% |
3,429
| – | – |
2023 Q3
12 quarters
|
|
1853
Ambarella
AMBA
$2.65B
| $1.29M | ﹤0.01% |
18,619
-474
| -2% | -$34.3K |
2023 Q4
11 quarters
|
|
1854
Innovator US Equity Power Buffer ETF July
PJUL
$1.29B
| $1.29M | ﹤0.01% |
26,014
+6,329
| +32% | +$313K |
2022 Q4
15 quarters
|
|
1855
Advanced Drainage Systems
WMS
$9.27B
| $1.29M | ﹤0.01% |
10,196
-2,799
| -22% | -$391K |
2021 Q4
19 quarters
|
|
1856
Innovator International Developed Power Buffer ETF March
IMAR
$105M
| $1.29M | ﹤0.01% |
42,283
| – | – |
2026 Q1
2 quarters
|
|
1857
LKQ Corp
LKQ
$4.91B
| $1.29M | ﹤0.01% |
56,351
-30,773
| -35% | -$762K |
2023 Q4
11 quarters
|
|
1858
Innovator International Developed Power Buffer ETF April
IAPR
$188M
| $1.28M | ﹤0.01% |
38,214
| – | – |
2026 Q1
2 quarters
|
|
1859
Saia
SAIA
$9.13B
| $1.28M | ﹤0.01% |
3,829
-2,560
| -40% | -$957K |
2025 Q4
3 quarters
|
|
1860
State Street SPDR Portfolio Intermediate Term Treasury Index ETF
SPTI
$12B
| $1.28M | ﹤0.01% |
46,773
+810
| +2% | +$22.6K |
2024 Q2
9 quarters
|
|
1861
Warby Parker
WRBY
$3.41B
| $1.27M | ﹤0.01% |
45,776
-3,643
| -7% | -$94.7K |
2025 Q2
5 quarters
|
|
1862
KB Home
KBH
$2.91B
| $1.27M | ﹤0.01% |
27,300
+2,104
| +8% | +$114K |
2023 Q1
14 quarters
|
|
1863
Bullish
BLSH
$3.41B
| $1.27M | ﹤0.01% |
+36,310
| New | +$1.06M |
2026 Q3
0 quarters
|
|
1864
Timken Company
TKR
$7.48B
| $1.26M | ﹤0.01% |
10,834
-3,255
| -23% | -$418K |
2025 Q4
3 quarters
|
|
1865
Diamondrock Hospitality Co
DRH
$2.95B
| $1.26M | ﹤0.01% |
102,080
+14,463
| +17% | +$180K |
2025 Q1
6 quarters
|
|
1866
Gildan
GIL
$6.42B
| $1.26M | ﹤0.01% |
29,582
+6,996
| +31% | +$362K |
2024 Q1
10 quarters
|
|
1867
Brixmor Property Group
BRX
$9.3B
| $1.26M | ﹤0.01% |
45,677
-2,275
| -5% | -$68.3K |
2024 Q1
10 quarters
|
|
1868
GMO US Value ETF
GMOV
$100M
| $1.26M | ﹤0.01% |
39,934
-6,850
| -15% | -$219K |
2024 Q4
7 quarters
|
|
1869
Deluxe
DLX
$1.23B
| $1.26M | ﹤0.01% |
54,809
+267
| +0.5% | +$6.55K |
2024 Q1
10 quarters
|
|
1870
Sprouts Farmers Market
SFM
$4.8B
| $1.25M | ﹤0.01% |
18,847
-15,680
| -45% | -$1.23M |
2023 Q4
11 quarters
|
|
1871
Hormel Foods
HRL
$12.2B
| $1.25M | ﹤0.01% |
62,648
-58,857
| -48% | -$1.37M |
2022 Q2
17 quarters
|
|
1872
Vanguard Global ex-US Real Estate ETF
VNQI
$3.32B
| $1.25M | ﹤0.01% |
29,361
+1,910
| +7% | +$86K |
2022 Q2
17 quarters
|
|
1873
Celsius Holdings
CELH
$8.12B
| $1.25M | ﹤0.01% |
45,618
-104,432
| -70% | -$3.1M |
2025 Q2
5 quarters
|
|
1874
iShares MSCI Brazil ETF
EWZ
$8.84B
| $1.25M | ﹤0.01% |
33,455
| – | – |
2026 Q1
2 quarters
|
|
1875
Global X Copper Miners ETF NEW
COPX
$5.69B
| $1.25M | ﹤0.01% |
14,699
-210
| -1% | -$17.8K |
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.