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 | |
|---|---|---|---|---|---|---|---|
2201
Archer Aviation
ACHR
$3.15B
| $754K | ﹤0.01% |
151,710
+32,672
| +27% | +$178K |
2023 Q3
12 quarters
|
|
2202
JPMorgan BetaBuilders Canada ETF
BBCA
$12B
| $754K | ﹤0.01% |
7,510
-557
| -7% | -$57.9K |
2024 Q4
7 quarters
|
|
2203
Trip.com Group
TCOM
$27.4B
| $753K | ﹤0.01% |
19,253
+1,989
| +12% | +$85.7K |
2022 Q4
15 quarters
|
|
2204
Crescent Energy
CRGY
$5.12B
| $750K | ﹤0.01% |
58,167
+22,682
| +64% | +$278K |
2025 Q2
5 quarters
|
|
2205
CONMED
CNMD
$1.51B
| $747K | ﹤0.01% |
16,153
+5,577
| +53% | +$255K |
2026 Q1
2 quarters
|
|
2206
iShares China Large-Cap ETF
FXI
$3.84B
| $744K | ﹤0.01% |
21,892
-4,150
| -16% | -$144K |
2023 Q3
12 quarters
|
|
2207
NB Bancorp
NBBK
$958M
| $743K | ﹤0.01% |
33,612
+18,054
| +116% | +$402K |
2026 Q1
2 quarters
|
|
2208
TIM SA
TIMB
$9.07B
| $743K | ﹤0.01% |
41,645
+4,981
| +14% | +$96.4K |
2024 Q4
7 quarters
|
|
2209
Riley Exploration Permian
REPX
$982M
| $743K | ﹤0.01% |
18,576
+4,309
| +30% | +$161K |
2026 Q2
1 quarter
|
|
2210
Braze
BRZE
$5.3B
| $742K | ﹤0.01% |
29,581
+1,488
| +5% | +$39.9K |
2025 Q4
3 quarters
|
|
2211
DXC Technology
DXC
$2.29B
| $741K | ﹤0.01% |
68,414
-30,552
| -31% | -$325K |
2023 Q4
11 quarters
|
|
2212
Fair Isaac
FICO
$15.4B
| $740K | ﹤0.01% |
1,248
-286
| -19% | -$313K |
2022 Q3
16 quarters
|
|
2213
Lennar Class B
LEN.B
$19.4B
| $739K | ﹤0.01% |
9,235
+5,963
| +182% | +$491K |
2026 Q2
1 quarter
|
|
2214
Dimensional Emerging Markets High Profitability ETF
DEHP
$409M
| $735K | ﹤0.01% |
17,856
+1,425
| +9% | +$58.1K |
2026 Q1
2 quarters
|
|
2215
Helmerich & Payne
HP
$3.8B
| $733K | ﹤0.01% |
19,748
+1,144
| +6% | +$44.3K |
2024 Q1
10 quarters
|
|
2216
CRA International
CRAI
$1.29B
| $733K | ﹤0.01% |
4,465
+1,827
| +69% | +$307K |
2026 Q2
1 quarter
|
|
2217
Donnelley Financial Solutions
DFIN
$1.66B
| $732K | ﹤0.01% |
15,511
+10,399
| +203% | +$500K |
2026 Q1
2 quarters
|
|
2218
Hecla Mining
HL
$8.8B
| $731K | ﹤0.01% |
42,941
+15,233
| +55% | +$268K |
2024 Q1
10 quarters
|
|
2219
JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
BBCB
$56M
| $731K | ﹤0.01% |
16,993
+34
| +0.2% | +$1.51K |
2025 Q4
3 quarters
|
|
2220
Equinox Gold
EQX
$12.3B
| $731K | ﹤0.01% |
65,751
+30,869
| +88% | +$344K |
2025 Q2
5 quarters
|
|
2221
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.15B
| $730K | ﹤0.01% |
16,230
-1,034
| -6% | -$48K |
2026 Q1
2 quarters
|
|
2222
Bank of Marin Bancorp
BMRC
$463M
| $730K | ﹤0.01% |
26,943
+3,889
| +17% | +$109K |
2023 Q4
11 quarters
|
|
2223
Hilltop Holdings
HTH
$2.05B
| $729K | ﹤0.01% |
19,365
+2,593
| +15% | +$100K |
2025 Q3
4 quarters
|
|
2224
Bio-Rad Laboratories Class A
BIO
$9.9B
| $729K | ﹤0.01% |
1,929
+448
| +30% | +$156K |
2023 Q4
11 quarters
|
|
2225
Marriott Vacations Worldwide
VAC
$4.02B
| $728K | ﹤0.01% |
7,121
-708
| -9% | -$74K |
2026 Q1
2 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.