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 |
Tesla
TSLA
|
+$485M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$155M |
| 3 |
NVIDIA
NVDA
|
+$120M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$106M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$103M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$75.8M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$74.9M |
| 3 |
3M
MMM
|
+$50M |
| 4 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$48.2M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$46.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.92% |
| 2 | Technology | 17.89% |
| 3 | Financials | 6.65% |
| 4 | Healthcare | 5.67% |
| 5 | Industrials | 5.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
176
Vanguard Total International Bond ETF
BNDX
$84.3B
| $82.8M | 0.1% |
1,710,245
+340,328
| +25% | +$16.4M |
2020 Q4
22 quarters
|
|
177
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
| $81.8M | 0.1% |
2,210,463
+248,388
| +13% | +$9.19M |
2022 Q1
17 quarters
|
|
178
Dimensional International Core Equity Market ETF
DFAI
$17.8B
| $80.9M | 0.1% |
1,961,478
+685,484
| +54% | +$28.2M |
2023 Q4
10 quarters
|
|
179
Comfort Systems
FIX
$35.8B
| $80.4M | 0.1% |
40,591
-4,945
| -11% | -$8.97M |
2023 Q4
10 quarters
|
|
180
Schwab US Dividend Equity ETF
SCHD
$119B
| $80M | 0.1% |
2,522,251
+19,848
| +0.8% | +$630K |
2019 Q2
28 quarters
|
|
181
Arista Networks
ANET
$216B
| $79.9M | 0.1% |
470,492
-60,739
| -11% | -$9.5M |
2025 Q3
3 quarters
|
|
182
H2O America
HTO
$3.45B
| $79.4M | 0.1% |
1,307,227
-2,452
| -0.2% | -$142K |
2022 Q4
14 quarters
|
|
183
Philip Morris
PM
$308B
| $77.6M | 0.09% |
429,078
+30,854
| +8% | +$5.35M |
2017 Q1
37 quarters
|
|
184
Linde
LIN
$237B
| $77.4M | 0.09% |
149,191
+1,330
| +0.9% | +$674K |
2018 Q4
30 quarters
|
|
185
Eaton
ETN
$133B
| $77.3M | 0.09% |
181,485
+5,086
| +3% | +$2.05M |
2017 Q3
35 quarters
|
|
186
Capital One
COF
$121B
| $76.5M | 0.09% |
381,508
+39,026
| +11% | +$7.47M |
2021 Q4
18 quarters
|
|
187
Elevance Health
ELV
$92B
| $76.4M | 0.09% |
197,493
+100,659
| +104% | +$37.3M |
2018 Q2
32 quarters
|
|
188
Avantis International Equity ETF
AVDE
$19.1B
| $75.5M | 0.09% |
846,764
-10,734
| -1% | -$963K |
2024 Q4
6 quarters
|
|
189
Sandisk
SNDK
$119B
| $75M | 0.09% |
32,985
-19,397
| -37% | -$27.7M |
2025 Q2
4 quarters
|
|
190
Vanguard Real Estate ETF
VNQ
$38.4B
| $74.4M | 0.09% |
771,016
+145,009
| +23% | +$13.9M |
2019 Q4
26 quarters
|
|
191
American Express
AXP
$215B
| $74M | 0.09% |
218,769
+3,382
| +2% | +$1.08M |
2017 Q1
37 quarters
|
|
192
Marvell Technology
MRVL
$127B
| $73.7M | 0.09% |
247,552
+147,965
| +149% | +$29.7M |
2021 Q2
20 quarters
|
|
193
Bristol-Myers Squibb
BMY
$127B
| $73.6M | 0.09% |
1,277,451
-115,322
| -8% | -$6.62M |
2017 Q1
37 quarters
|
|
194
US Bancorp
USB
$92.6B
| $73.5M | 0.09% |
1,217,564
-34,144
| -3% | -$1.91M |
2017 Q1
37 quarters
|
|
195
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$150M
| $73.5M | 0.09% |
2,203,400
+30,580
| +1% | +$1.01M |
2023 Q2
12 quarters
|
|
196
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
| $72.6M | 0.09% |
211,164
-1,160
| -0.5% | -$387K |
2021 Q1
21 quarters
|
|
197
PNC Financial Services
PNC
$89.5B
| $71.7M | 0.09% |
291,239
+38,166
| +15% | +$8.55M |
2019 Q4
26 quarters
|
|
198
Blackstone
BX
$95.6B
| $71.4M | 0.09% |
606,509
+3,111
| +0.5% | +$374K |
2019 Q3
27 quarters
|
|
199
Ecolab
ECL
$84.3B
| $69.6M | 0.08% |
249,820
+9,371
| +4% | +$2.47M |
2016 Q4
38 quarters
|
|
200
Boeing
BA
$137B
| $69.4M | 0.08% |
320,584
+57,399
| +22% | +$12.8M |
2017 Q1
37 quarters
|
|
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Cerity Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Cerity Partners held 3,605 positions worth $82.7B, up 17% from $70.8B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Cerity Partners deployed $4.1B of net new capital in Q2 2026, opening 364 new positions and adding to 1,684 existing holdings. Its largest new stake was Honeywell Aerospace: 282,206 shares worth $62.4M.
By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Honeywell, an estimated $75.8M trimmed.
- Cerity Partners's largest Q2 2026 buy was Honeywell Aerospace: 282,206 shares worth $62.4M.
- Cerity Partners added most to Tesla in Q2 2026, an estimated $485M increase.
- Cerity Partners's biggest Q2 2026 reduction was Honeywell, cutting an estimated $75.8M.
- Cerity Partners fully exited Coterra Energy in Q2 2026, selling an estimated $11.6M.
- Cerity Partners's ten largest holdings make up 24% of its $82.7B portfolio in Q2 2026.
- Cerity Partners opened 364 new positions and closed 202 in Q2 2026.
- Cerity Partners's portfolio value rose 17% quarter-over-quarter to $82.7B.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.