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 | |
|---|---|---|---|---|---|---|---|
1926
Korea Electric Power
KEP
$13B
| $1.17M | ﹤0.01% |
106,618
-41,735
| -28% | -$490K |
2022 Q2
17 quarters
|
|
1927
Alkermes
ALKS
$7.9B
| $1.17M | ﹤0.01% |
28,834
-3,171
| -10% | -$154K |
2024 Q3
8 quarters
|
|
1928
Consensus Cloud Solutions
CCSI
$762M
| $1.17M | ﹤0.01% |
33,464
-22,346
| -40% | -$824K |
2024 Q1
10 quarters
|
|
1929
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.84B
| $1.16M | ﹤0.01% |
10,586
-2,205
| -17% | -$257K |
2026 Q1
2 quarters
|
|
1930
Monro
MNRO
$328M
| $1.16M | ﹤0.01% |
83,010
-6,823
| -8% | -$95.3K |
2023 Q4
11 quarters
|
|
1931
iShares 10-20 Year Treasury Bond ETF
TLH
$12B
| $1.16M | ﹤0.01% |
12,577
-551
| -4% | -$53.3K |
2023 Q4
11 quarters
|
|
1932
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$1.77B
| $1.16M | ﹤0.01% |
50,544
-17,751
| -26% | -$406K |
2022 Q2
17 quarters
|
|
1933
ICL Group
ICL
$5.83B
| $1.16M | ﹤0.01% |
230,158
+26,744
| +13% | +$143K |
2022 Q2
17 quarters
|
|
1934
Mercantile Bank Corp
MBWM
$1.06B
| $1.15M | ﹤0.01% |
19,799
+167
| +0.9% | +$10K |
2024 Q1
10 quarters
|
|
1935
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.93B
| $1.15M | ﹤0.01% |
39,712
-2,968
| -7% | -$86.2K |
2023 Q1
14 quarters
|
|
1936
Vanguard Consumer Discretionary ETF
VCR
$6.16B
| $1.15M | ﹤0.01% |
3,156
+58
| +2% | +$22.5K |
2024 Q2
9 quarters
|
|
1937
ICU Medical
ICUI
$4.48B
| $1.15M | ﹤0.01% |
7,157
-1,386
| -16% | -$230K |
2024 Q1
10 quarters
|
|
1938
City Holding Co
CHCO
$2.01B
| $1.15M | ﹤0.01% |
8,256
+894
| +12% | +$127K |
2022 Q2
17 quarters
|
|
1939
iShares Select U.S. REIT ETF
ICF
$2.04B
| $1.15M | ﹤0.01% |
18,237
-1,513
| -8% | -$102K |
2019 Q4
27 quarters
|
|
1940
Itron
ITRI
$4.21B
| $1.14M | ﹤0.01% |
13,255
+7,081
| +115% | +$662K |
2026 Q1
2 quarters
|
|
1941
Franklin Senior Loan ETF
FLBL
$769M
| $1.14M | ﹤0.01% |
49,740
+4,905
| +11% | +$113K |
2025 Q4
3 quarters
|
|
1942
NBT Bancorp
NBTB
$2.74B
| $1.14M | ﹤0.01% |
22,681
-8,221
| -27% | -$426K |
2025 Q1
6 quarters
|
|
1943
Kodiak Sciences
KOD
$7.27B
| $1.14M | ﹤0.01% |
11,992
-556
| -4% | -$22.9K |
2024 Q3
8 quarters
|
|
1944
SiTime
SITM
$13.4B
| $1.14M | ﹤0.01% |
1,741
+275
| +19% | +$167K |
2025 Q4
3 quarters
|
|
1945
SPS Commerce
SPSC
$2.88B
| $1.13M | ﹤0.01% |
13,764
-31
| -0.2% | -$2.3K |
2026 Q1
2 quarters
|
|
1946
Viasat
VSAT
$9.43B
| $1.13M | ﹤0.01% |
16,084
-93,191
| -85% | -$6.99M |
2026 Q1
2 quarters
|
|
1947
Terex
TEX
$6.4B
| $1.13M | ﹤0.01% |
21,469
-219
| -1% | -$13.9K |
2023 Q2
13 quarters
|
|
1948
Clear Secure
YOU
$5.7B
| $1.12M | ﹤0.01% |
26,685
-5,119
| -16% | -$246K |
2024 Q3
8 quarters
|
|
1949
Origin Bancorp
OBK
$1.67B
| $1.12M | ﹤0.01% |
21,379
+1,946
| +10% | +$104K |
2025 Q2
5 quarters
|
|
1950
Versant Media Group
VSNT
$4.91B
| $1.11M | ﹤0.01% |
35,154
-93,814
| -73% | -$3.47M |
2026 Q1
2 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.