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 | |
|---|---|---|---|---|---|---|---|
2301
Baidu
BIDU
$26.6B
| $658K | ﹤0.01% |
7,573
+609
| +9% | +$61.6K |
2022 Q2
17 quarters
|
|
2302
Innovator US Equity Power Buffer ETF November
PNOV
$874M
| $656K | ﹤0.01% |
14,377
-12,692
| -47% | -$572K |
2025 Q4
3 quarters
|
|
2303
California Resources
CRC
$4.26B
| $654K | ﹤0.01% |
12,866
+4,692
| +57% | +$248K |
2025 Q2
5 quarters
|
|
2304
Banner Corp
BANR
$2.53B
| $654K | ﹤0.01% |
9,755
+1,891
| +24% | +$133K |
2025 Q1
6 quarters
|
|
2305
Artisan Partners
APAM
$2.73B
| $652K | ﹤0.01% |
18,042
-4,093
| -18% | -$162K |
2024 Q3
8 quarters
|
|
2306
ACM Research
ACMR
$3.36B
| $651K | ﹤0.01% |
8,045
+469
| +6% | +$38K |
2025 Q1
6 quarters
|
|
2307
Telkom Indonesia
TLK
$11.5B
| $651K | ﹤0.01% |
51,029
-2,061
| -4% | -$29.8K |
2023 Q1
14 quarters
|
|
2308
Ferrovial N.V. Ordinary Shares
FER
$44.3B
| $650K | ﹤0.01% |
12,016
+4,981
| +71% | +$306K |
2025 Q4
3 quarters
|
|
2309
Invesco Preferred ETF
PGX
$3.58B
| $650K | ﹤0.01% |
64,523
-47,532
| -42% | -$505K |
2022 Q4
15 quarters
|
|
2310
Genius Sports
GENI
$1.68B
| $649K | ﹤0.01% |
113,255
-1,002
| -0.9% | -$7K |
2023 Q3
12 quarters
|
|
2311
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$787M
| $647K | ﹤0.01% |
33,229
+762
| +2% | +$15.2K |
2024 Q4
7 quarters
|
|
2312
iShares Long-Term National Muni Bond ETF
LMUB
$1.56B
| $645K | ﹤0.01% |
13,865
-2,283
| -14% | -$112K |
2026 Q1
2 quarters
|
|
2313
MiMedx Group
MDXG
$468M
| $642K | ﹤0.01% |
137,749
+14,506
| +12% | +$63.7K |
2026 Q1
2 quarters
|
|
2314
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$10.7B
| $642K | ﹤0.01% |
3,623
+1,027
| +40% | +$186K |
2026 Q2
1 quarter
|
|
2315
CRISPR Therapeutics
CRSP
$4.1B
| $641K | ﹤0.01% |
11,593
+5,035
| +77% | +$272K |
2026 Q2
1 quarter
|
|
2316
CCC Intelligent Solutions
CCC
$4.54B
| $640K | ﹤0.01% |
96,114
-3,396
| -3% | -$22.3K |
2026 Q1
2 quarters
|
|
2317
AGNC Investment
AGNC
$10.5B
| $640K | ﹤0.01% |
70,560
-9,563
| -12% | -$102K |
2019 Q4
27 quarters
|
|
2318
Post Holdings
POST
$3.57B
| $640K | ﹤0.01% |
+8,784
| New | +$733K |
2026 Q3
0 quarters
|
|
2319
Alpha Tau Medical
DRTS
$1.24B
| $640K | ﹤0.01% |
42,898
+2,089
| +5% | +$28.8K |
2026 Q1
2 quarters
|
|
2320
Rackspace Technology
RXT
$768M
| $639K | ﹤0.01% |
171,613
-240,978
| -58% | -$991K |
2025 Q3
4 quarters
|
|
2321
VanEck Merk Gold Trust
OUNZ
$2.5B
| $639K | ﹤0.01% |
16,010
+2,911
| +22% | +$119K |
2025 Q4
3 quarters
|
|
2322
BNY Mellon Concentrated International ETF
BKCI
$131M
| $637K | ﹤0.01% |
12,328
-100
| -0.8% | -$5.35K |
2026 Q1
2 quarters
|
|
2323
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.99B
| $637K | ﹤0.01% |
+26,389
| New | +$637K |
2026 Q3
0 quarters
|
|
2324
PJT Partners
PJT
$3.81B
| $634K | ﹤0.01% |
4,439
+1,875
| +73% | +$313K |
2025 Q2
5 quarters
|
|
2325
First Busey Corp
BUSE
$2.32B
| $633K | ﹤0.01% |
21,730
+3,212
| +17% | +$97K |
2025 Q2
5 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.