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 | |
|---|---|---|---|---|---|---|---|
2376
CALL
iShares Bitcoin Trust
IBIT
$54.2B
| $573K | ﹤0.01% |
12,100
+11,100
| +1,110% | +$448K |
2026 Q1
2 quarters
|
|
2377
iShares Dow Jones US ETF
IYY
$2.95B
| $570K | ﹤0.01% |
3,074
-52
| -2% | -$9.6K |
2026 Q2
1 quarter
|
|
2378
Bristow Group
VTOL
$1.17B
| $569K | ﹤0.01% |
13,984
+2,146
| +18% | +$94.7K |
2025 Q3
4 quarters
|
|
2379
AZZ Inc
AZZ
$4B
| $569K | ﹤0.01% |
4,231
-306
| -7% | -$43.9K |
2024 Q1
10 quarters
|
|
2380
Alpha Architect US Equity 3 ETF
AAUA
$365M
| $568K | ﹤0.01% |
9,672
| – | – |
2026 Q1
2 quarters
|
|
2381
Dutch Bros
BROS
$4.95B
| $568K | ﹤0.01% |
14,721
+2,101
| +17% | +$113K |
2025 Q1
6 quarters
|
|
2382
NEOS Enhanced Income Credit Select ETF
HYBI
$215M
| $567K | ﹤0.01% |
11,775
+235
| +2% | +$11.5K |
2024 Q4
7 quarters
|
|
2383
PUT
Okta
OKTA
$32B
| $565K | ﹤0.01% |
+2,700
| New | +$427K |
2026 Q3
0 quarters
|
|
2384
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$483M
| $564K | ﹤0.01% |
7,906
-7,686
| -49% | -$544K |
2026 Q2
1 quarter
|
|
2385
Pilgrim's Pride
PPC
$6.7B
| $563K | ﹤0.01% |
20,853
+9,996
| +92% | +$290K |
2025 Q2
5 quarters
|
|
2386
Orchid Island Capital
ORC
$883M
| $561K | ﹤0.01% |
103,381
+9,368
| +10% | +$60.9K |
2026 Q1
2 quarters
|
|
2387
MYR Group
MYRG
$4.25B
| $561K | ﹤0.01% |
1,918
-604
| -24% | -$203K |
2025 Q2
5 quarters
|
|
2388
nLIGHT
LASR
$2.4B
| $560K | ﹤0.01% |
14,388
-4,440
| -24% | -$239K |
2025 Q3
4 quarters
|
|
2389
GraniteShares Gold Shares
BAR
$1.26B
| $560K | ﹤0.01% |
13,689
-2
| -0% | -$84 |
2024 Q3
8 quarters
|
|
2390
WisdomTree Enhanced Commodity Strategy Fund
GCC
$195M
| $560K | ﹤0.01% |
21,015
| – | – |
2024 Q3
8 quarters
|
|
2391
First Trust Enhanced Short Maturity ETF
FTSM
$6.82B
| $560K | ﹤0.01% |
9,402
| – | – |
2023 Q3
12 quarters
|
|
2392
Fortune Brands Innovations
FBIN
$5.69B
| $559K | ﹤0.01% |
14,685
+3,969
| +37% | +$184K |
2021 Q3
20 quarters
|
|
2393
Novanta
NOVT
$4.5B
| $557K | ﹤0.01% |
3,919
-8,631
| -69% | -$1.28M |
2025 Q4
3 quarters
|
|
2394
Neogen
NEOG
$2.45B
| $557K | ﹤0.01% |
43,512
+1,405
| +3% | +$15.9K |
2025 Q2
5 quarters
|
|
2395
JPMorgan US Momentum Factor ETF
JMOM
$2.68B
| $556K | ﹤0.01% |
6,668
-615
| -8% | -$50.9K |
2026 Q1
2 quarters
|
|
2396
RXO
RXO
$4.69B
| $551K | ﹤0.01% |
26,951
+3,313
| +14% | +$75.5K |
2026 Q1
2 quarters
|
|
2397
Universal Display
OLED
$4.02B
| $551K | ﹤0.01% |
7,152
-687
| -9% | -$56.4K |
2023 Q4
11 quarters
|
|
2398
Huntsman Corp
HUN
$1.67B
| $550K | ﹤0.01% |
65,481
-21,829
| -25% | -$225K |
2024 Q2
9 quarters
|
|
2399
Hess Midstream
HESM
$3.97B
| $550K | ﹤0.01% |
14,714
-568
| -4% | -$22.5K |
2025 Q2
5 quarters
|
|
2400
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$805M
| $550K | ﹤0.01% |
24,786
-141
| -0.6% | -$3.53K |
2026 Q2
1 quarter
|
|
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.