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 | |
|---|---|---|---|---|---|---|---|
2326
Red Rock Resorts
RRR
$2.91B
| $631K | ﹤0.01% |
12,746
-41,047
| -76% | -$2.45M |
2023 Q3
12 quarters
|
|
2327
Hyperliquid Strategies Inc
PURR
$1.72B
| $630K | ﹤0.01% |
+51,363
| New | +$481K |
2026 Q3
0 quarters
|
|
2328
StoneX
SNEX
$6.9B
| $629K | ﹤0.01% |
9,725
+519
| +6% | +$36.9K |
2026 Q2
1 quarter
|
|
2329
Bandwidth Inc
BAND
$1.42B
| $628K | ﹤0.01% |
10,339
+67
| +0.7% | +$3.71K |
2025 Q3
4 quarters
|
|
2330
Cars.com
CARS
$662M
| $627K | ﹤0.01% |
+61,062
| New | +$711K |
2026 Q3
0 quarters
|
|
2331
WD-40
WDFC
$2.99B
| $627K | ﹤0.01% |
3,102
-1,735
| -36% | -$385K |
2023 Q4
11 quarters
|
|
2332
Eaton Vance Total Return Bond ETF
EVTR
$6.52B
| $626K | ﹤0.01% |
12,981
-1,546
| -11% | -$77.2K |
2024 Q2
9 quarters
|
|
2333
PTC Therapeutics
PTCT
$5.3B
| $625K | ﹤0.01% |
9,649
+274
| +3% | +$20K |
2025 Q1
6 quarters
|
|
2334
UiPath
PATH
$6.92B
| $623K | ﹤0.01% |
48,511
+16,491
| +52% | +$229K |
2023 Q2
13 quarters
|
|
2335
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$2.71B
| $623K | ﹤0.01% |
+25,693
| New | +$622K |
2026 Q3
0 quarters
|
|
2336
WisdomTree Cloud Computing Fund
WCLD
$299M
| $621K | ﹤0.01% |
15,303
| – | – |
2023 Q3
12 quarters
|
|
2337
Kohl's
KSS
$2.72B
| $617K | ﹤0.01% |
33,438
+4,575
| +16% | +$82.6K |
2026 Q2
1 quarter
|
|
2338
UMH Properties
UMH
$1.25B
| $615K | ﹤0.01% |
39,918
+21,218
| +113% | +$334K |
2023 Q4
11 quarters
|
|
2339
Northwest Natural Holdings
NWN
$2.2B
| $614K | ﹤0.01% |
13,165
-2,082
| -14% | -$103K |
2024 Q3
8 quarters
|
|
2340
Sprott Physical Gold and Silver Trust
CEF
$6.46B
| $614K | ﹤0.01% |
14,784
-1,219
| -8% | -$52.4K |
2024 Q4
7 quarters
|
|
2341
TRI-Continental Corp
TY
$1.81B
| $613K | ﹤0.01% |
17,849
+39
| +0.2% | +$1.37K |
2025 Q3
4 quarters
|
|
2342
VanEck Uranium + Nuclear Energy ETF
NLR
$2.89B
| $613K | ﹤0.01% |
5,923
+962
| +19% | +$109K |
2025 Q4
3 quarters
|
|
2343
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.88B
| $611K | ﹤0.01% |
68,228
-49,119
| -42% | -$490K |
2026 Q1
2 quarters
|
|
2344
Coca-Cola Femsa
KOF
$25.3B
| $610K | ﹤0.01% |
5,643
+307
| +6% | +$33.4K |
2024 Q3
8 quarters
|
|
2345
Banc of California
BANC
$2.83B
| $607K | ﹤0.01% |
35,215
+17,655
| +101% | +$341K |
2025 Q2
5 quarters
|
|
2346
iShares Core Moderate Allocation ETF
AOM
$1.87B
| $606K | ﹤0.01% |
12,442
-5,228
| -30% | -$258K |
2025 Q4
3 quarters
|
|
2347
AdaptHealth
AHCO
$1.05B
| $605K | ﹤0.01% |
107,308
+61,067
| +132% | +$461K |
2025 Q2
5 quarters
|
|
2348
PUT
Cerebras Systems
CBRS
$26.4B
| $604K | ﹤0.01% |
+3,400
| New | +$684K |
2026 Q3
0 quarters
|
|
2349
Vanguard Target Maturity 2027 Corporate Bond ETF
VBCA
$49.7M
| $604K | ﹤0.01% |
+8,000
| New | +$604K |
2026 Q3
0 quarters
|
|
2350
iShares MSCI Europe Small-Cap ETF
IEUS
$167M
| $603K | ﹤0.01% |
8,593
| – | – |
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.