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 | |
|---|---|---|---|---|---|---|---|
2151
The Magnum Ice Cream Company N.V.
MICC
$12B
| $808K | ﹤0.01% |
45,413
+4,724
| +12% | +$89.9K |
2025 Q4
3 quarters
|
|
2152
Navient Holdings, Inc. Common Stock
NAVI
$580M
| $807K | ﹤0.01% |
89,026
+43,272
| +95% | +$390K |
2026 Q1
2 quarters
|
|
2153
Innovator International Developed Power Buffer ETF February
IFEB
$55.7M
| $805K | ﹤0.01% |
25,655
| – | – |
2026 Q1
2 quarters
|
|
2154
Kadant
KAI
$3.47B
| $804K | ﹤0.01% |
3,076
+226
| +8% | +$68.1K |
2024 Q3
8 quarters
|
|
2155
PTC
PTC
$21.3B
| $804K | ﹤0.01% |
5,733
+2,338
| +69% | +$321K |
2025 Q2
5 quarters
|
|
2156
Putnam Focused U.S. Research ETF
PFRX
| $804K | ﹤0.01% |
+24,347
| New | +$804K |
2026 Q3
0 quarters
|
|
2157
Nova
NVMI
$10.1B
| $802K | ﹤0.01% |
2,081
+307
| +17% | +$122K |
2023 Q4
11 quarters
|
|
2158
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
| $801K | ﹤0.01% |
36,511
+2,324
| +7% | +$52.6K |
2026 Q1
2 quarters
|
|
2159
Ingram Micro Holding
INGM
$6.51B
| $801K | ﹤0.01% |
29,876
+15,258
| +104% | +$428K |
2026 Q2
1 quarter
|
|
2160
Diodes
DIOD
$4.02B
| $801K | ﹤0.01% |
8,273
-330
| -4% | -$30.6K |
2026 Q1
2 quarters
|
|
2161
Regencell Bioscience
RGC
$2.45B
| $801K | ﹤0.01% |
+128,706
| New | +$745K |
2026 Q3
0 quarters
|
|
2162
Repligen
RGEN
$10.7B
| $800K | ﹤0.01% |
4,161
+1,310
| +46% | +$213K |
2025 Q3
4 quarters
|
|
2163
Travere Therapeutics
TVTX
$4.86B
| $799K | ﹤0.01% |
13,573
-10,222
| -43% | -$624K |
2025 Q3
4 quarters
|
|
2164
Surgery Partners
SGRY
$3.53B
| $799K | ﹤0.01% |
57,573
+7,088
| +14% | +$106K |
2025 Q4
3 quarters
|
|
2165
YD Bio Ltd
YDES
$346M
| $797K | ﹤0.01% |
107,406
+75,000
| +231% | +$247K |
2025 Q3
4 quarters
|
|
2166
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.15B
| $796K | ﹤0.01% |
31,884
-4,389
| -12% | -$110K |
2026 Q1
2 quarters
|
|
2167
Harley-Davidson
HOG
$3.27B
| $794K | ﹤0.01% |
32,516
-7,173
| -18% | -$190K |
2026 Q1
2 quarters
|
|
2168
Garrett Motion
GTX
$3.85B
| $794K | ﹤0.01% |
30,515
+8,906
| +41% | +$257K |
2026 Q1
2 quarters
|
|
2169
Blackstone Mortgage Trust
BXMT
$1.77B
| $794K | ﹤0.01% |
69,364
+26,685
| +63% | +$393K |
2022 Q1
18 quarters
|
|
2170
Axcelis
ACLS
$3.22B
| $794K | ﹤0.01% |
6,055
-478
| -7% | -$61.2K |
2025 Q2
5 quarters
|
|
2171
Select STOXX Europe Aerospace & Defense ETF
EUAD
$940M
| $792K | ﹤0.01% |
18,895
+1,405
| +8% | +$62K |
2025 Q1
6 quarters
|
|
2172
Zurn Elkay Water Solutions
ZWS
$7.57B
| $789K | ﹤0.01% |
16,984
+5,725
| +51% | +$277K |
2026 Q1
2 quarters
|
|
2173
Anika Therapeutics
ANIK
$179M
| $788K | ﹤0.01% |
40,083
-579
| -1% | -$11.1K |
2025 Q1
6 quarters
|
|
2174
iPath Select MLP ETN
ATMP
$617M
| $788K | ﹤0.01% |
23,081
| – | – |
2024 Q2
9 quarters
|
|
2175
WisdomTree US High Dividend Fund
DHS
$1.67B
| $786K | ﹤0.01% |
7,020
+25
| +0.4% | +$2.92K |
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.