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 | |
|---|---|---|---|---|---|---|---|
2351
Pitney Bowes
PBI
$2.11B
| $601K | ﹤0.01% |
36,823
-305
| -0.8% | -$5.26K |
2026 Q2
1 quarter
|
|
2352
Stellantis
STLA
$11.1B
| $600K | ﹤0.01% |
137,530
+81,078
| +144% | +$436K |
2022 Q2
17 quarters
|
|
2353
AGCO
AGCO
$7.72B
| $597K | ﹤0.01% |
5,226
+860
| +20% | +$98K |
2026 Q1
2 quarters
|
|
2354
American Eagle Outfitters
AEO
$3.64B
| $597K | ﹤0.01% |
33,569
-1,739
| -5% | -$29.1K |
2025 Q1
6 quarters
|
|
2355
Peloton Interactive
PTON
$2.54B
| $596K | ﹤0.01% |
119,447
-7,429
| -6% | -$41.6K |
2024 Q1
10 quarters
|
|
2356
UFP Industries
UFPI
$4.34B
| $595K | ﹤0.01% |
7,701
+3,500
| +83% | +$300K |
2024 Q1
10 quarters
|
|
2357
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$552M
| $594K | ﹤0.01% |
5,450
+2,150
| +65% | +$234K |
2024 Q3
8 quarters
|
|
2358
NEOS Nasdaq 100 High Income ETF
QQQI
$14.9B
| $592K | ﹤0.01% |
10,664
+352
| +3% | +$19.2K |
2026 Q2
1 quarter
|
|
2359
CALL
Lam Research
LRCX
$283B
| $591K | ﹤0.01% |
+1,800
| New | +$562K |
2026 Q3
0 quarters
|
|
2360
Sociedad Química y Minera de Chile
SQM
$15.3B
| $591K | ﹤0.01% |
9,114
-464
| -5% | -$33.5K |
2025 Q1
6 quarters
|
|
2361
WEX
WEX
$5.97B
| $590K | ﹤0.01% |
3,499
-3,483
| -50% | -$632K |
2024 Q1
10 quarters
|
|
2362
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$289M
| $588K | ﹤0.01% |
22,927
+5,486
| +31% | +$141K |
2026 Q1
2 quarters
|
|
2363
Pebblebrook Hotel Trust
PEB
$2.41B
| $587K | ﹤0.01% |
31,310
-4,356
| -12% | -$80.4K |
2024 Q1
10 quarters
|
|
2364
Orion
OEC
$226M
| $586K | ﹤0.01% |
104,235
-3,830
| -4% | -$24K |
2025 Q2
5 quarters
|
|
2365
Vanguard Materials ETF
VAW
$2.96B
| $583K | ﹤0.01% |
2,672
+480
| +22% | +$110K |
2025 Q4
3 quarters
|
|
2366
OceanFirst Financial
OCFC
$1.74B
| $583K | ﹤0.01% |
35,263
-6,692
| -16% | -$127K |
2023 Q4
11 quarters
|
|
2367
BancFirst
BANF
$3.99B
| $582K | ﹤0.01% |
5,531
+2,676
| +94% | +$301K |
2026 Q2
1 quarter
|
|
2368
Goldman Sachs BDC
GSBD
$916M
| $580K | ﹤0.01% |
63,860
+48,389
| +313% | +$456K |
2026 Q1
2 quarters
|
|
2369
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.44B
| $580K | ﹤0.01% |
+2,064
| New | +$580K |
2026 Q3
0 quarters
|
|
2370
Liberty Global Class C
LBTYK
$3.5B
| $580K | ﹤0.01% |
65,229
+28,039
| +75% | +$285K |
2026 Q2
1 quarter
|
|
2371
American Assets Trust
AAT
$1.33B
| $579K | ﹤0.01% |
27,244
+7,156
| +36% | +$166K |
2025 Q3
4 quarters
|
|
2372
Scholar Rock
SRRK
$5.27B
| $579K | ﹤0.01% |
11,978
+3,698
| +45% | +$195K |
2025 Q4
3 quarters
|
|
2373
Iris Energy
IREN
$7.71B
| $574K | ﹤0.01% |
14,052
+2,045
| +17% | +$83.9K |
2026 Q2
1 quarter
|
|
2374
KT
KT
$8.98B
| $574K | ﹤0.01% |
30,267
+410
| +1% | +$7.71K |
2023 Q2
13 quarters
|
|
2375
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.24B
| $573K | ﹤0.01% |
18,578
| – | – |
2023 Q4
11 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.