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 | |
|---|---|---|---|---|---|---|---|
2251
Mobileye
MBLY
$4.73B
| $695K | ﹤0.01% |
94,048
+70,530
| +300% | +$605K |
2026 Q2
1 quarter
|
|
2252
TriSalus Life Sciences Warrant
TLSIW
$30.2M
| $695K | ﹤0.01% |
827,590
| – | – |
2025 Q4
3 quarters
|
|
2253
Logistic Properties of the Americas
LPA
$74.8M
| $694K | ﹤0.01% |
242,688
-1,274
| -0.5% | -$3.99K |
2025 Q4
3 quarters
|
|
2254
Private Bancorp of America
PBAM
$488M
| $693K | ﹤0.01% |
+8,150
| New | +$714K |
2026 Q3
0 quarters
|
|
2255
Birkenstock
BIRK
$5.99B
| $692K | ﹤0.01% |
21,340
-13,569
| -39% | -$509K |
2026 Q1
2 quarters
|
|
2256
Chesapeake Utilities
CPK
$3.54B
| $691K | ﹤0.01% |
5,382
+1,732
| +47% | +$228K |
2026 Q1
2 quarters
|
|
2257
First Trust Capital Strength ETF
FTCS
$8.1B
| $689K | ﹤0.01% |
7,339
-1,107
| -13% | -$109K |
2026 Q1
2 quarters
|
|
2258
LGI Homes
LGIH
$961M
| $689K | ﹤0.01% |
14,765
+672
| +5% | +$37.6K |
2025 Q2
5 quarters
|
|
2259
Backblaze
BLZE
$489M
| $687K | ﹤0.01% |
49,082
-98,610
| -67% | -$1.48M |
2024 Q3
8 quarters
|
|
2260
CALL
Oracle
ORCL
$391B
| $686K | ﹤0.01% |
+5,000
| New | +$705K |
2026 Q3
0 quarters
|
|
2261
Euronet Worldwide
EEFT
$2.61B
| $686K | ﹤0.01% |
10,911
-5,315
| -33% | -$387K |
2026 Q2
1 quarter
|
|
2262
WisdomTree US MidCap Dividend Fund
DON
$4.05B
| $685K | ﹤0.01% |
12,690
-5,590
| -31% | -$319K |
2023 Q4
11 quarters
|
|
2263
iShares International Treasury Bond ETF
IGOV
$1.01B
| $684K | ﹤0.01% |
17,205
+250
| +1% | +$10.2K |
2025 Q3
4 quarters
|
|
2264
Ethan Allen Interiors
ETD
$441M
| $684K | ﹤0.01% |
32,674
+2,678
| +9% | +$60.3K |
2026 Q1
2 quarters
|
|
2265
Fate Therapeutics
FATE
$156M
| $684K | ﹤0.01% |
288,554
-53,178
| -16% | -$138K |
2023 Q4
11 quarters
|
|
2266
Cathay General Bancorp
CATY
$4.33B
| $682K | ﹤0.01% |
11,467
-247
| -2% | -$15.4K |
2025 Q2
5 quarters
|
|
2267
Stepan Co
SCL
$1.51B
| $682K | ﹤0.01% |
10,937
+4,367
| +66% | +$269K |
2025 Q4
3 quarters
|
|
2268
Agios Pharmaceuticals
AGIO
$1.89B
| $681K | ﹤0.01% |
20,489
+260
| +1% | +$9.1K |
2026 Q2
1 quarter
|
|
2269
Dave Inc
DAVE
$3.54B
| $681K | ﹤0.01% |
2,118
+389
| +22% | +$144K |
2025 Q2
5 quarters
|
|
2270
La-Z-Boy
LZB
$1.31B
| $681K | ﹤0.01% |
22,972
-25,680
| -53% | -$925K |
2024 Q1
10 quarters
|
|
2271
Kodiak Gas Services
KGS
$4.53B
| $680K | ﹤0.01% |
+12,835
| New | +$784K |
2026 Q3
0 quarters
|
|
2272
Fidelity Value Factor ETF
FVAL
$1.36B
| $680K | ﹤0.01% |
8,418
+7
| +0.1% | +$569 |
2024 Q3
8 quarters
|
|
2273
iShares Global Energy ETF
IXC
$2.56B
| $680K | ﹤0.01% |
11,931
+855
| +8% | +$47.8K |
2022 Q4
15 quarters
|
|
2274
Nuveen ESG Mid-Cap Growth ETF
NUMG
$303M
| $680K | ﹤0.01% |
15,020
+101
| +0.7% | +$4.73K |
2025 Q2
5 quarters
|
|
2275
TriCo Bancshares
TCBK
$1.66B
| $679K | ﹤0.01% |
13,258
-649
| -5% | -$36.1K |
2024 Q3
8 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.