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 | |
|---|---|---|---|---|---|---|---|
1901
Teekay Tankers
TNK
$3.1B
| $1.2M | ﹤0.01% |
12,343
+1,370
| +12% | +$115K |
2025 Q3
4 quarters
|
|
1902
PUT
Lowe's Companies
LOW
$128B
| $1.2M | ﹤0.01% |
6,500
| – | – |
2026 Q1
2 quarters
|
|
1903
iShares US Financials ETF
IYF
$3.95B
| $1.2M | ﹤0.01% |
9,523
+502
| +6% | +$67.4K |
2025 Q2
5 quarters
|
|
1904
Terra Innovatum Global N.V.
NKLR
$244M
| $1.2M | ﹤0.01% |
352,834
+91,627
| +35% | +$465K |
2026 Q2
1 quarter
|
|
1905
International Seaways
INSW
$5.38B
| $1.2M | ﹤0.01% |
10,850
+2,341
| +28% | +$226K |
2025 Q3
4 quarters
|
|
1906
Praxis Precision Medicines
PRAX
$9.17B
| $1.19M | ﹤0.01% |
4,099
+2,940
| +254% | +$973K |
2025 Q2
5 quarters
|
|
1907
PennantPark Floating Rate Capital
PFLT
$661M
| $1.19M | ﹤0.01% |
172,724
+85,245
| +97% | +$615K |
2025 Q4
3 quarters
|
|
1908
Rimini Street
RMNI
$513M
| $1.19M | ﹤0.01% |
280,133
-36,632
| -12% | -$174K |
2024 Q1
10 quarters
|
|
1909
Turkcell
TKC
$4.19B
| $1.19M | ﹤0.01% |
241,183
+40,489
| +20% | +$220K |
2022 Q2
17 quarters
|
|
1910
Starwood Property Trust
STWD
$4.13B
| $1.19M | ﹤0.01% |
88,183
+43,369
| +97% | +$693K |
2023 Q4
11 quarters
|
|
1911
Amplify CWP Enhanced Dividend Income ETF
DIVO
$8.05B
| $1.19M | ﹤0.01% |
25,606
+14,786
| +137% | +$701K |
2025 Q1
6 quarters
|
|
1912
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$423M
| $1.19M | ﹤0.01% |
39,703
+466
| +1% | +$14.4K |
2026 Q1
2 quarters
|
|
1913
DELISTED
CBIZ
CBZ
| $1.18M | ﹤0.01% |
21,626
-11,997
| -36% | -$603K |
2024 Q1
10 quarters
|
|
1914
Ubiquiti
UI
$40.5B
| $1.18M | ﹤0.01% |
2,079
+251
| +14% | +$141K |
2024 Q3
8 quarters
|
|
1915
Trustco Bank Corp NY
TRST
$947M
| $1.18M | ﹤0.01% |
21,693
+3,053
| +16% | +$172K |
2024 Q1
10 quarters
|
|
1916
World Acceptance Corp
WRLD
$613M
| $1.18M | ﹤0.01% |
6,895
-290
| -4% | -$54.7K |
2026 Q1
2 quarters
|
|
1917
Talen Energy Corp
TLN
$16.4B
| $1.18M | ﹤0.01% |
3,762
+2,282
| +154% | +$761K |
2026 Q2
1 quarter
|
|
1918
Franklin Ohio Municipal Income ETF
FTOH
$72.4M
| $1.18M | ﹤0.01% |
149,400
+51,900
| +53% | +$429K |
2026 Q1
2 quarters
|
|
1919
Boston Beer
SAM
$2.25B
| $1.18M | ﹤0.01% |
7,166
+1,974
| +38% | +$350K |
2025 Q3
4 quarters
|
|
1920
Kratos Defense & Security Solutions
KTOS
$6.38B
| $1.17M | ﹤0.01% |
27,498
+15,888
| +137% | +$810K |
2025 Q4
3 quarters
|
|
1921
HomeTrust Bancshares
HTB
$748M
| $1.17M | ﹤0.01% |
25,639
+1,025
| +4% | +$49.5K |
2024 Q1
10 quarters
|
|
1922
Kennametal
KMT
$1.85B
| $1.17M | ﹤0.01% |
38,171
+13,938
| +58% | +$444K |
2025 Q2
5 quarters
|
|
1923
CALL
Micron Technology
MU
$881B
| $1.17M | ﹤0.01% |
+1,100
| New | +$1.04M |
2026 Q3
0 quarters
|
|
1924
TG Therapeutics
TGTX
$9.8B
| $1.17M | ﹤0.01% |
20,992
+2,788
| +15% | +$151K |
2026 Q2
1 quarter
|
|
1925
CNX Resources
CNX
$5.22B
| $1.17M | ﹤0.01% |
37,558
+11,151
| +42% | +$386K |
2025 Q4
3 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.