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 |
Tesla
TSLA
|
+$485M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$155M |
| 3 |
NVIDIA
NVDA
|
+$120M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$106M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$103M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$75.8M |
| 2 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$74.9M |
| 3 |
3M
MMM
|
+$50M |
| 4 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$48.2M |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$46.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 47.92% |
| 2 | Technology | 17.89% |
| 3 | Financials | 6.65% |
| 4 | Healthcare | 5.67% |
| 5 | Industrials | 5.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
201
Corcept Therapeutics
CORT
$7.87B
| $69.3M | 0.08% |
797,119
+65,430
| +9% | +$3.95M |
2023 Q3
11 quarters
|
|
202
Airbnb
ABNB
$112B
| $68.7M | 0.08% |
480,324
+21,959
| +5% | +$3M |
2020 Q4
22 quarters
|
|
203
Verizon
VZ
$189B
| $68.7M | 0.08% |
1,621,719
+165,348
| +11% | +$7.76M |
2017 Q3
35 quarters
|
|
204
Seagate
STX
$106B
| $68.5M | 0.08% |
70,952
+10,571
| +18% | +$8.06M |
2023 Q1
13 quarters
|
|
205
Intuitive Surgical
ISRG
$160B
| $68.1M | 0.08% |
171,226
-27,991
| -14% | -$12.2M |
2018 Q2
32 quarters
|
|
206
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
| $66.6M | 0.08% |
733,767
-9,225
| -1% | -$812K |
2022 Q1
17 quarters
|
|
207
Schwab US REIT ETF
SCHH
$11.2B
| $64.5M | 0.08% |
2,724,095
+64,420
| +2% | +$1.5M |
2019 Q4
26 quarters
|
|
|
208
Honeywell
HON
$69.7B
| $64.1M | 0.08% |
286,044
-339,654
| -54% | -$75.8M |
2017 Q1
37 quarters
|
|
209
Dimensional International Small Cap Value ETF
DISV
$4.98B
| $63.9M | 0.08% |
1,592,790
+173,472
| +12% | +$7.19M |
2022 Q3
15 quarters
|
|
210
Vanguard FTSE Europe ETF
VGK
$29.8B
| $63.8M | 0.08% |
720,641
+15,125
| +2% | +$1.32M |
2017 Q3
35 quarters
|
|
211
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.2B
| $63M | 0.08% |
536,489
+5,802
| +1% | +$644K |
2019 Q2
28 quarters
|
|
212
Robinhood
HOOD
$72.9B
| $62.6M | 0.08% |
623,764
-35,421
| -5% | -$2.97M |
2024 Q1
9 quarters
|
|
213
iShares Core US REIT ETF
USRT
$4.38B
| $62.5M | 0.08% |
940,273
+24,586
| +3% | +$1.58M |
2022 Q1
17 quarters
|
|
|
HONA
214
Honeywell Aerospace
HONA
$48.5B
| $62.4M | 0.08% |
+282,206
| New | +$62.3M |
2026 Q2
0 quarters
|
|
215
Medtronic
MDT
$130B
| $61.7M | 0.07% |
788,907
+32,863
| +4% | +$2.65M |
2017 Q1
37 quarters
|
|
216
Natixis Loomis Sayles Focused Growth ETF
LSGR
$833M
| $61.6M | 0.07% |
1,460,978
+315,304
| +28% | +$13.7M |
2025 Q3
3 quarters
|
|
217
Berkshire Hathaway Class A
BRK.A
$1.22T
| $61.4M | 0.07% |
82
| – | – |
2017 Q1
37 quarters
|
|
218
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.05B
| $60.9M | 0.07% |
442,935
-3,812
| -0.9% | -$484K |
2022 Q4
14 quarters
|
|
219
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.8B
| $60.4M | 0.07% |
248,766
-18,626
| -7% | -$4.33M |
2020 Q4
22 quarters
|
|
220
iShares S&P 100 ETF
OEF
$19.5B
| $60.4M | 0.07% |
165,087
-1,393
| -0.8% | -$499K |
2017 Q1
37 quarters
|
|
221
AstraZeneca
AZN
$289B
| $60.3M | 0.07% |
318,625
+17,410
| +6% | +$3.27M |
2017 Q1
37 quarters
|
|
222
Edison International
EIX
$22.8B
| $60.3M | 0.07% |
809,682
-49,144
| -6% | -$3.51M |
2022 Q4
14 quarters
|
|
223
ServiceNow
NOW
$106B
| $60M | 0.07% |
604,392
-11,622
| -2% | -$1.15M |
2019 Q4
26 quarters
|
|
224
Salesforce
CRM
$176B
| $59.5M | 0.07% |
380,070
-221,055
| -37% | -$38.9M |
2017 Q3
35 quarters
|
|
225
Dimensional US Equity ETF
DFUS
$20.9B
| $58.9M | 0.07% |
718,664
+28,207
| +4% | +$2.23M |
2022 Q1
17 quarters
|
|
Similar funds
Cerity Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Cerity Partners held 3,605 positions worth $82.7B, up 17% from $70.8B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Cerity Partners deployed $4.1B of net new capital in Q2 2026, opening 364 new positions and adding to 1,684 existing holdings. Its largest new stake was Honeywell Aerospace: 282,206 shares worth $62.4M.
By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 48% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Honeywell, an estimated $75.8M trimmed.
- Cerity Partners's largest Q2 2026 buy was Honeywell Aerospace: 282,206 shares worth $62.4M.
- Cerity Partners added most to Tesla in Q2 2026, an estimated $485M increase.
- Cerity Partners's biggest Q2 2026 reduction was Honeywell, cutting an estimated $75.8M.
- Cerity Partners fully exited Coterra Energy in Q2 2026, selling an estimated $11.6M.
- Cerity Partners's ten largest holdings make up 24% of its $82.7B portfolio in Q2 2026.
- Cerity Partners opened 364 new positions and closed 202 in Q2 2026.
- Cerity Partners's portfolio value rose 17% quarter-over-quarter to $82.7B.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.