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 | |
|---|---|---|---|---|---|---|---|
2076
Floor & Decor
FND
$4.98B
| $922K | ﹤0.01% |
20,118
+1,150
| +6% | +$61.5K |
2026 Q1
2 quarters
|
|
2077
Vita Coco
COCO
$3.6B
| $920K | ﹤0.01% |
16,076
+1,487
| +10% | +$94.4K |
2025 Q2
5 quarters
|
|
2078
NovoCure
NVCR
$1.38B
| $918K | ﹤0.01% |
57,558
+28,819
| +100% | +$481K |
2026 Q2
1 quarter
|
|
2079
Genie Energy
GNE
$482M
| $916K | ﹤0.01% |
57,314
-17,122
| -23% | -$255K |
2024 Q1
10 quarters
|
|
2080
PUT
United Parcel Service
UPS
$95.7B
| $916K | ﹤0.01% |
9,800
+1,800
| +23% | +$189K |
2026 Q1
2 quarters
|
|
2081
MSG Knickerbockers Corp.
MSGK
$7.58B
| $914K | ﹤0.01% |
2,256
+420
| +23% | +$166K |
2023 Q4
11 quarters
|
|
2082
Tutor Perini Cor
TPC
$5.19B
| $913K | ﹤0.01% |
11,061
+3,239
| +41% | +$278K |
2025 Q3
4 quarters
|
|
2083
Vishay Intertechnology
VSH
$4.08B
| $911K | ﹤0.01% |
27,990
+4,371
| +19% | +$153K |
2026 Q2
1 quarter
|
|
2084
Enpro
NPO
$5.79B
| $909K | ﹤0.01% |
2,969
+1,632
| +122% | +$516K |
2026 Q1
2 quarters
|
|
2085
Independence Realty Trust
IRT
$3.53B
| $908K | ﹤0.01% |
62,473
+13,544
| +28% | +$220K |
2024 Q3
8 quarters
|
|
2086
Delek US
DK
$4.15B
| $906K | ﹤0.01% |
12,698
+5,214
| +70% | +$348K |
2026 Q1
2 quarters
|
|
2087
Baldwin Insurance Group
BWIN
$4.53B
| $906K | ﹤0.01% |
28,488
-8,656
| -23% | -$255K |
2026 Q2
1 quarter
|
|
2088
JFrog
FROG
$14.2B
| $894K | ﹤0.01% |
9,217
+105
| +1% | +$9.42K |
2025 Q2
5 quarters
|
|
2089
Esquire Financial Holdings
ESQ
$1.6B
| $894K | ﹤0.01% |
+7,681
| New | +$934K |
2026 Q3
0 quarters
|
|
2090
Newsmax Inc
NMAX
$1.24B
| $893K | ﹤0.01% |
82,647
-157
| -0.2% | -$1.51K |
2026 Q1
2 quarters
|
|
2091
ROBO Global Robotics & Automation Index ETF
ROBO
$1.81B
| $893K | ﹤0.01% |
11,097
-252
| -2% | -$20.3K |
2025 Q1
6 quarters
|
|
2092
Glacier Bancorp
GBCI
$6.27B
| $893K | ﹤0.01% |
20,662
-24,567
| -54% | -$1.19M |
2024 Q1
10 quarters
|
|
2093
Cheesecake Factory
CAKE
$5.44B
| $891K | ﹤0.01% |
8,466
-3,474
| -29% | -$345K |
2025 Q4
3 quarters
|
|
2094
Methanex
MEOH
$5.45B
| $890K | ﹤0.01% |
15,160
+228
| +2% | +$12.8K |
2022 Q2
17 quarters
|
|
2095
Xencor
XNCR
$2.78B
| $889K | ﹤0.01% |
35,645
-4,284
| -11% | -$95.3K |
2025 Q2
5 quarters
|
|
2096
iShares Mortgage-Backed Securities Active ETF
MBBA
$149M
| $887K | ﹤0.01% |
+18,905
| New | +$920K |
2026 Q3
0 quarters
|
|
2097
Trade Desk
TTD
$7.41B
| $879K | ﹤0.01% |
72,186
-86,187
| -54% | -$1.35M |
2021 Q1
22 quarters
|
|
2098
GATX Corp
GATX
$6.68B
| $878K | ﹤0.01% |
5,167
+490
| +10% | +$87.5K |
2025 Q3
4 quarters
|
|
2099
Larimar Therapeutics
LRMR
$314M
| $878K | ﹤0.01% |
274,814
+3,232
| +1% | +$12.5K |
2025 Q2
5 quarters
|
|
2100
Lifestance Health
LFST
$5.35B
| $877K | ﹤0.01% |
72,916
+4,756
| +7% | +$56.1K |
2025 Q3
4 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.