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 | |
|---|---|---|---|---|---|---|---|
2051
SunCoke Energy
SXC
$895M
| $956K | ﹤0.01% |
101,354
+16,665
| +20% | +$154K |
2026 Q1
2 quarters
|
|
2052
First American
FAF
$6.62B
| $954K | ﹤0.01% |
15,710
+511
| +3% | +$36.7K |
2023 Q3
12 quarters
|
|
2053
Amcor
AMCR
$20.2B
| $953K | ﹤0.01% |
22,765
+9,536
| +72% | +$426K |
2023 Q4
11 quarters
|
|
2054
MP Materials
MP
$6.91B
| $953K | ﹤0.01% |
20,145
-10,221
| -34% | -$519K |
2023 Q4
11 quarters
|
|
2055
Buckle
BKE
$2.25B
| $952K | ﹤0.01% |
+22,163
| New | +$952K |
2026 Q3
0 quarters
|
|
2056
J&J Snack Foods
JJSF
$1.65B
| $946K | ﹤0.01% |
12,372
+3,425
| +38% | +$280K |
2025 Q4
3 quarters
|
|
2057
Balchem Corp
BCPC
$5.52B
| $943K | ﹤0.01% |
5,715
+234
| +4% | +$39.8K |
2025 Q2
5 quarters
|
|
2058
Axos Financial
AX
$5.17B
| $942K | ﹤0.01% |
10,885
-1,424
| -12% | -$137K |
2023 Q4
11 quarters
|
|
2059
Innovator International Developed Power Buffer ETF October
IOCT
$201M
| $942K | ﹤0.01% |
+24,942
| New | +$941K |
2026 Q3
0 quarters
|
|
2060
Neuberger Option Strategy ETF
NBOS
$544M
| $940K | ﹤0.01% |
33,027
+9,877
| +43% | +$280K |
2026 Q1
2 quarters
|
|
2061
Monarch Casino & Resort
MCRI
$1.95B
| $939K | ﹤0.01% |
8,168
+196
| +2% | +$24K |
2024 Q4
7 quarters
|
|
2062
ServisFirst Bancshares
SFBS
$4.47B
| $939K | ﹤0.01% |
23,492
+904
| +4% | +$39.1K |
2026 Q2
1 quarter
|
|
2063
AMG GW&K Muni Income ETF
MUNX
$19.3M
| $939K | ﹤0.01% |
40,000
| – | – |
2025 Q4
3 quarters
|
|
2064
Cimpress
CMPR
$1.41B
| $938K | ﹤0.01% |
12,166
-415
| -3% | -$38.1K |
2025 Q1
6 quarters
|
|
2065
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.79B
| $938K | ﹤0.01% |
36,789
+768
| +2% | +$15.9K |
2026 Q1
2 quarters
|
|
2066
Fortis
FTS
$30.8B
| $937K | ﹤0.01% |
17,739
+4,511
| +34% | +$252K |
2024 Q4
7 quarters
|
|
2067
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$911M
| $936K | ﹤0.01% |
38,837
+4,371
| +13% | +$107K |
2024 Q3
8 quarters
|
|
2068
Crawford & Co Class A
CRD.A
$568M
| $936K | ﹤0.01% |
74,987
+107
| +0.1% | +$1.31K |
2023 Q4
11 quarters
|
|
2069
Equity Lifestyle Properties
ELS
$12.1B
| $935K | ﹤0.01% |
16,035
-47,530
| -75% | -$3.02M |
2023 Q4
11 quarters
|
|
2070
Bread Financial
BFH
$3.74B
| $935K | ﹤0.01% |
9,567
-1,074
| -10% | -$113K |
2024 Q3
8 quarters
|
|
2071
Ladder Capital
LADR
$1.07B
| $932K | ﹤0.01% |
106,752
+266
| +0.2% | +$2.58K |
2024 Q4
7 quarters
|
|
2072
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.3B
| $929K | ﹤0.01% |
25,193
+50
| +0.2% | +$1.71K |
2022 Q4
15 quarters
|
|
2073
Ambev
ABEV
$42.5B
| $926K | ﹤0.01% |
317,180
+67,339
| +27% | +$201K |
2021 Q4
19 quarters
|
|
2074
iShares 1-3 Year International Treasury Bond ETF
ISHG
$818M
| $926K | ﹤0.01% |
12,502
+4,354
| +53% | +$327K |
2025 Q2
5 quarters
|
|
2075
Franklin Electric
FELE
$4.34B
| $925K | ﹤0.01% |
9,644
+1,222
| +15% | +$125K |
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.