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 | |
|---|---|---|---|---|---|---|---|
1876
Community Bank
CBU
$3.39B
| $1.24M | ﹤0.01% |
20,877
+3,791
| +22% | +$245K |
2026 Q1
2 quarters
|
|
1877
Liberty Energy
LBRT
$2.13B
| $1.24M | ﹤0.01% |
68,182
-7,315
| -10% | -$151K |
2025 Q2
5 quarters
|
|
1878
Prudential
PUK
$31.2B
| $1.24M | ﹤0.01% |
50,190
+1,505
| +3% | +$41.7K |
2025 Q1
6 quarters
|
|
1879
Stewart Information Services
STC
$1.31B
| $1.24M | ﹤0.01% |
24,952
+2,904
| +13% | +$194K |
2025 Q4
3 quarters
|
|
1880
PUT
Natera
NTRA
$46.3B
| $1.24M | ﹤0.01% |
+3,000
| New | +$942K |
2026 Q3
0 quarters
|
|
1881
Grocery Outlet
GO
$1.25B
| $1.24M | ﹤0.01% |
110,135
+1,325
| +1% | +$14.1K |
2026 Q2
1 quarter
|
|
1882
MBX Biosciences
MBX
$2.78B
| $1.24M | ﹤0.01% |
21,135
+138
| +0.7% | +$8.64K |
2025 Q4
3 quarters
|
|
1883
Vontier
VNT
$5.8B
| $1.23M | ﹤0.01% |
39,186
-11,902
| -23% | -$378K |
2023 Q4
11 quarters
|
|
1884
Viavi Solutions
VIAV
$7.55B
| $1.23M | ﹤0.01% |
29,297
+21,153
| +260% | +$822K |
2026 Q1
2 quarters
|
|
1885
Alpha Architect 1-3 Month Box ETF
BOXX
$14.4B
| $1.22M | ﹤0.01% |
10,341
+343
| +3% | +$40.4K |
2026 Q2
1 quarter
|
|
1886
RLI Corp
RLI
$6.39B
| $1.22M | ﹤0.01% |
22,054
-1,756
| -7% | -$108K |
2024 Q3
8 quarters
|
|
1887
CGI
GIB
$16.7B
| $1.22M | ﹤0.01% |
17,911
+3,288
| +22% | +$233K |
2022 Q4
15 quarters
|
|
1888
First Trust Rising Dividend Achievers ETF
RDVY
$25.7B
| $1.22M | ﹤0.01% |
15,560
+4,764
| +44% | +$386K |
2024 Q2
9 quarters
|
|
1889
Main Street Capital
MAIN
$5.29B
| $1.22M | ﹤0.01% |
22,128
+1,071
| +5% | +$59.9K |
2023 Q4
11 quarters
|
|
1890
Bank of N.T. Butterfield & Son
NTB
$2.24B
| $1.22M | ﹤0.01% |
21,027
+812
| +4% | +$49K |
2024 Q3
8 quarters
|
|
1891
Hanmi Financial
HAFC
$963M
| $1.22M | ﹤0.01% |
39,322
+1,940
| +5% | +$61.8K |
2024 Q1
10 quarters
|
|
1892
AeroVironment
AVAV
$5.97B
| $1.21M | ﹤0.01% |
8,535
-317
| -4% | -$50K |
2025 Q2
5 quarters
|
|
1893
STAG Industrial
STAG
$7.13B
| $1.21M | ﹤0.01% |
33,901
+17,813
| +111% | +$678K |
2025 Q4
3 quarters
|
|
1894
F/m US Treasury 3 Month Bill Fund
TBIL
$7.51B
| $1.21M | ﹤0.01% |
24,327
-11,794
| -33% | -$589K |
2023 Q3
12 quarters
|
|
1895
Virtus Investment Partners
VRTS
$803M
| $1.21M | ﹤0.01% |
9,161
-1,587
| -15% | -$248K |
2025 Q2
5 quarters
|
|
1896
Alamos Gold
AGI
$12B
| $1.21M | ﹤0.01% |
37,423
+1,360
| +4% | +$44.8K |
2023 Q2
13 quarters
|
|
1897
Klaviyo
KVYO
$6.23B
| $1.21M | ﹤0.01% |
76,866
+1,705
| +2% | +$29.9K |
2024 Q1
10 quarters
|
|
1898
Millicom
TIGO
$13.3B
| $1.2M | ﹤0.01% |
13,823
+635
| +5% | +$60K |
2024 Q1
10 quarters
|
|
1899
DigitalOcean
DOCN
$10.2B
| $1.2M | ﹤0.01% |
9,004
+653
| +8% | +$82.1K |
2025 Q4
3 quarters
|
|
1900
Weatherford International Corp Common Stock
WFRD
$6.27B
| $1.2M | ﹤0.01% |
15,264
+4,990
| +49% | +$435K |
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.