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 | |
|---|---|---|---|---|---|---|---|
2276
GCM Grosvenor
GCMG
$827M
| $679K | ﹤0.01% |
52,641
+5,112
| +11% | +$67.4K |
2025 Q4
3 quarters
|
|
2277
Adient
ADNT
$1.2B
| $678K | ﹤0.01% |
40,291
+14,474
| +56% | +$279K |
2025 Q2
5 quarters
|
|
2278
Brookfield Renewable
BEPC
$5.7B
| $677K | ﹤0.01% |
23,993
+17,628
| +277% | +$577K |
2026 Q2
1 quarter
|
|
2279
Pan American Silver
PAAS
$15.5B
| $676K | ﹤0.01% |
14,859
+2,745
| +23% | +$131K |
2025 Q3
4 quarters
|
|
2280
BCE
BCE
$20B
| $676K | ﹤0.01% |
33,224
+5,495
| +20% | +$123K |
2020 Q3
24 quarters
|
|
2281
Sabesp
SBS
$17.4B
| $676K | ﹤0.01% |
127,264
-3,236
| -2% | -$17.1K |
2025 Q1
6 quarters
|
|
2282
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.12B
| $674K | ﹤0.01% |
12,808
+42
| +0.3% | +$2.23K |
2023 Q4
11 quarters
|
|
2283
iShares US Industrials ETF
IYJ
$1.86B
| $674K | ﹤0.01% |
4,393
| – | – |
2024 Q3
8 quarters
|
|
2284
JD.com
JD
$37.7B
| $672K | ﹤0.01% |
25,265
+4,728
| +23% | +$137K |
2020 Q4
23 quarters
|
|
2285
Cannae Holdings
CNNE
$750M
| $672K | ﹤0.01% |
43,782
+766
| +2% | +$11.6K |
2025 Q4
3 quarters
|
|
2286
iShares US Transportation ETF
IYT
$2.19B
| $671K | ﹤0.01% |
8,543
-113
| -1% | -$9.6K |
2025 Q2
5 quarters
|
|
2287
Invesco S&P MidCap 400 Pure Value ETF
RFV
$338M
| $671K | ﹤0.01% |
4,742
| – | – |
2026 Q1
2 quarters
|
|
2288
Arrowhead Research
ARWR
$6.75B
| $670K | ﹤0.01% |
10,235
-783
| -7% | -$63.4K |
2025 Q1
6 quarters
|
|
2289
Coupang
CPNG
$27.2B
| $670K | ﹤0.01% |
48,292
+25,586
| +113% | +$410K |
2024 Q3
8 quarters
|
|
2290
Franklin Financial Services
FRAF
$314M
| $669K | ﹤0.01% |
+10,828
| New | +$680K |
2026 Q3
0 quarters
|
|
2291
Huron Consulting
HURN
$2.68B
| $667K | ﹤0.01% |
4,250
-785
| -16% | -$111K |
2025 Q3
4 quarters
|
|
2292
DELISTED
LXP Industrial Trust
LXP
| $666K | ﹤0.01% |
10,932
-1,700
| -13% | -$102K |
2024 Q1
10 quarters
|
|
2293
Lakeland Financial Corp
LKFN
$1.54B
| $666K | ﹤0.01% |
11,544
-2,949
| -20% | -$180K |
2024 Q1
10 quarters
|
|
2294
RLJ Lodging Trust
RLJ
$1.97B
| $665K | ﹤0.01% |
60,195
-5,110
| -8% | -$58.4K |
2024 Q1
10 quarters
|
|
2295
Medical Properties Trust
MPT
$983M
| $660K | ﹤0.01% |
190,799
-324,287
| -63% | -$1.36M |
2022 Q2
17 quarters
|
|
2296
Kforce
KFRC
$1B
| $660K | ﹤0.01% |
12,583
-1,760
| -12% | -$97.4K |
2025 Q4
3 quarters
|
|
2297
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.96B
| $660K | ﹤0.01% |
18,427
-103
| -0.6% | -$3.98K |
2023 Q4
11 quarters
|
|
2298
FTAI Aviation
FTAI
$18.4B
| $660K | ﹤0.01% |
3,950
+1,284
| +48% | +$263K |
2024 Q3
8 quarters
|
|
2299
AB International Low Volatility Equity ETF
ILOW
$1.87B
| $660K | ﹤0.01% |
+14,460
| New | +$673K |
2026 Q3
0 quarters
|
|
2300
FS Credit Opportunities Corp
FSCO
$1.03B
| $659K | ﹤0.01% |
127,798
| – | – |
2025 Q3
4 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.