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 | |
|---|---|---|---|---|---|---|---|
2176
Smith & Nephew
SNN
$13.1B
| $786K | ﹤0.01% |
29,139
-154
| -0.5% | -$4.53K |
2024 Q1
10 quarters
|
|
2177
Visteon
VC
$2.03B
| $785K | ﹤0.01% |
9,060
+2,583
| +40% | +$263K |
2025 Q2
5 quarters
|
|
2178
TransUnion
TRU
$15.5B
| $781K | ﹤0.01% |
12,784
-1,574
| -11% | -$123K |
2024 Q1
10 quarters
|
|
2179
Plug Power
PLUG
$1.55B
| $780K | ﹤0.01% |
402,159
+4,390
| +1% | +$9.5K |
2023 Q4
11 quarters
|
|
2180
PUT
Walmart Inc
WMT
$1.02T
| $779K | ﹤0.01% |
7,500
| – | – |
2026 Q1
2 quarters
|
|
2181
Solaris Energy Infrastructure
SEI
$4.43B
| $779K | ﹤0.01% |
10,938
+3,674
| +51% | +$224K |
2024 Q3
8 quarters
|
|
2182
Central Garden & Pet Co Class A
CENTA
$2.53B
| $778K | ﹤0.01% |
23,220
+3,036
| +15% | +$113K |
2024 Q1
10 quarters
|
|
2183
Cabot Corp
CBT
$3.69B
| $777K | ﹤0.01% |
10,107
-4,098
| -29% | -$346K |
2025 Q2
5 quarters
|
|
2184
BeOne Medicines Ltd
ONC
$47.6B
| $777K | ﹤0.01% |
2,123
+64
| +3% | +$21.9K |
2025 Q3
4 quarters
|
|
2185
Movado Group
MOV
$709M
| $776K | ﹤0.01% |
23,326
+2,066
| +10% | +$74K |
2026 Q1
2 quarters
|
|
2186
Vanguard US Momentum Factor ETF
VFMO
$1.82B
| $772K | ﹤0.01% |
3,399
+210
| +7% | +$48.4K |
2025 Q4
3 quarters
|
|
2187
Mesa Laboratories
MLAB
$781M
| $772K | ﹤0.01% |
5,940
-1,473
| -20% | -$167K |
2025 Q4
3 quarters
|
|
2188
Safety Insurance
SAFT
$1.53B
| $771K | ﹤0.01% |
7,439
-2,612
| -26% | -$252K |
2025 Q2
5 quarters
|
|
2189
Nice
NICE
$5.51B
| $768K | ﹤0.01% |
6,906
-3,212
| -32% | -$328K |
2022 Q2
17 quarters
|
|
2190
iShares ESG Aware MSCI USA Value ETF
EVUS
$397M
| $768K | ﹤0.01% |
21,186
+3,255
| +18% | +$119K |
2026 Q1
2 quarters
|
|
2191
CALL
Strategy Inc
MSTR
$47.2B
| $765K | ﹤0.01% |
5,000
| – | – |
2025 Q4
3 quarters
|
|
2192
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$700M
| $763K | ﹤0.01% |
17,194
-3,471
| -17% | -$158K |
2025 Q4
3 quarters
|
|
2193
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.83B
| $761K | ﹤0.01% |
8,605
-1,984
| -19% | -$187K |
2025 Q4
3 quarters
|
|
2194
Elanco Animal Health
ELAN
$13.4B
| $759K | ﹤0.01% |
33,906
+1,566
| +5% | +$37.8K |
2025 Q4
3 quarters
|
|
2195
Harbor Commodity All-Weather Strategy ETF
HGER
$4.56B
| $759K | ﹤0.01% |
21,520
-46,534
| -68% | -$1.57M |
2025 Q3
4 quarters
|
|
2196
TKO Group
TKO
$14.2B
| $758K | ﹤0.01% |
4,215
+601
| +17% | +$113K |
2024 Q3
8 quarters
|
|
2197
PENN Entertainment
PENN
$2.35B
| $757K | ﹤0.01% |
51,686
-37,811
| -42% | -$708K |
2025 Q4
3 quarters
|
|
2198
iShares US Financial Services ETF
IYG
$2.3B
| $757K | ﹤0.01% |
8,415
+154
| +2% | +$14.7K |
2024 Q1
10 quarters
|
|
2199
State Street SPDR S&P Bank ETF
KBE
$1.56B
| $755K | ﹤0.01% |
11,952
+196
| +2% | +$13.4K |
2023 Q4
11 quarters
|
|
2200
Protagonist Therapeutics
PTGX
$8.55B
| $754K | ﹤0.01% |
5,354
-1,209
| -18% | -$172K |
2023 Q1
14 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.