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 | |
|---|---|---|---|---|---|---|---|
2126
Steven Madden
SHOO
$3.07B
| $836K | ﹤0.01% |
18,669
+9,297
| +99% | +$410K |
2025 Q4
3 quarters
|
|
2127
Sunrun
RUN
$2.09B
| $834K | ﹤0.01% |
107,273
+96,494
| +895% | +$954K |
2026 Q2
1 quarter
|
|
2128
Community West Bancshares
CWBC
$690M
| $833K | ﹤0.01% |
31,998
-101
| -0.3% | -$2.64K |
2026 Q2
1 quarter
|
|
2129
Adams Diversified Equity Fund
ADX
$3.14B
| $833K | ﹤0.01% |
32,456
+170
| +0.5% | +$4.4K |
2022 Q4
15 quarters
|
|
2130
SSR Mining
SSRM
$5.42B
| $832K | ﹤0.01% |
24,959
+7,508
| +43% | +$243K |
2025 Q3
4 quarters
|
|
2131
Upwork
UPWK
$1.25B
| $830K | ﹤0.01% |
101,686
+21,723
| +27% | +$192K |
2024 Q3
8 quarters
|
|
2132
JPMorgan International Growth ETF
JIG
$526M
| $829K | ﹤0.01% |
9,890
-350
| -3% | -$29.4K |
2026 Q1
2 quarters
|
|
2133
State Street US Equity Premium Income ETF
SPIN
$44.7M
| $829K | ﹤0.01% |
24,749
+647
| +3% | +$21.3K |
2026 Q1
2 quarters
|
|
2134
Sun Communities
SUI
$14.1B
| $828K | ﹤0.01% |
7,475
-4,055
| -35% | -$484K |
2023 Q4
11 quarters
|
|
2135
SharkNinja
SN
$31.9B
| $827K | ﹤0.01% |
4,591
+2,225
| +94% | +$376K |
2026 Q2
1 quarter
|
|
2136
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.72B
| $826K | ﹤0.01% |
5,077
+4
| +0.1% | +$639 |
2023 Q4
11 quarters
|
|
2137
iShares US Healthcare Providers ETF
IHF
$1.57B
| $826K | ﹤0.01% |
15,051
+2,754
| +22% | +$156K |
2024 Q2
9 quarters
|
|
2138
Nuveen ESG Large-Cap Value ETF
NULV
$2.62B
| $826K | ﹤0.01% |
15,684
-8,887
| -36% | -$468K |
2023 Q4
11 quarters
|
|
2139
Ironwood Pharmaceuticals
IRWD
$800M
| $822K | ﹤0.01% |
207,150
-869
| -0.4% | -$3.63K |
2025 Q1
6 quarters
|
|
2140
Itaú Unibanco
ITUB
$83B
| $821K | ﹤0.01% |
96,242
+36,187
| +60% | +$292K |
2021 Q4
19 quarters
|
|
2141
iShares Global Healthcare ETF
IXJ
$4.73B
| $821K | ﹤0.01% |
8,037
+83
| +1% | +$8.48K |
2024 Q4
7 quarters
|
|
2142
Delek Logistics
DKL
$3.08B
| $820K | ﹤0.01% |
15,413
| – | – |
2025 Q3
4 quarters
|
|
2143
DNP Select Income Fund
DNP
$3.83B
| $819K | ﹤0.01% |
85,540
-24,371
| -22% | -$261K |
2023 Q2
13 quarters
|
|
2144
Tower Semiconductor
TSEM
$16.7B
| $817K | ﹤0.01% |
3,593
+1,511
| +73% | +$342K |
2026 Q2
1 quarter
|
|
2145
Enel Chile
ENIC
$5.84B
| $816K | ﹤0.01% |
192,841
+30,836
| +19% | +$136K |
2022 Q2
17 quarters
|
|
2146
Boyd Gaming
BYD
$5.46B
| $814K | ﹤0.01% |
12,223
-8,563
| -41% | -$697K |
2022 Q2
17 quarters
|
|
2147
Urban Edge Properties
UE
$2.63B
| $813K | ﹤0.01% |
41,608
-3,784
| -8% | -$82.2K |
2023 Q4
11 quarters
|
|
2148
PUT
Caterpillar
CAT
$275B
| $811K | ﹤0.01% |
1,000
| – | – |
2026 Q1
2 quarters
|
|
2149
Amplify Junior Silver Miners ETF
SILJ
$2.94B
| $810K | ﹤0.01% |
29,704
+1,607
| +6% | +$45.4K |
2025 Q2
5 quarters
|
|
2150
Kearny Financial
KRNY
$578M
| $809K | ﹤0.01% |
88,284
+15,229
| +21% | +$146K |
2024 Q2
9 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.