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 | |
|---|---|---|---|---|---|---|---|
2426
TPG RE Finance Trust
TRTX
$491M
| $519K | ﹤0.01% |
82,978
+27,995
| +51% | +$220K |
2023 Q3
12 quarters
|
|
2427
Century Communities
CCS
$1.45B
| $519K | ﹤0.01% |
8,619
-2,616
| -23% | -$173K |
2024 Q3
8 quarters
|
|
2428
Cinemark Holdings
CNK
$4.73B
| $518K | ﹤0.01% |
13,898
+6,583
| +90% | +$229K |
2026 Q2
1 quarter
|
|
2429
Nuveen Credit Strategies Income Fund
JQC
$670M
| $518K | ﹤0.01% |
109,099
+65,013
| +147% | +$309K |
2026 Q1
2 quarters
|
|
2430
Fulton Financial
FULT
$4.54B
| $518K | ﹤0.01% |
22,941
-3,113
| -12% | -$74.6K |
2022 Q2
17 quarters
|
|
2431
Innovator US Equity Ultra Buffer ETF December
UDEC
$229M
| $517K | ﹤0.01% |
12,083
| – | – |
2022 Q4
15 quarters
|
|
2432
Brighthouse Financial
BHF
$2.52B
| $517K | ﹤0.01% |
10,369
-1,444
| -12% | -$83.2K |
2022 Q4
15 quarters
|
|
2433
Univest Financial
UVSP
$1.1B
| $517K | ﹤0.01% |
12,625
+2,008
| +19% | +$86.3K |
2025 Q3
4 quarters
|
|
2434
CALL
Intel
INTC
$317B
| $517K | ﹤0.01% |
4,300
+3,400
| +378% | +$347K |
2026 Q1
2 quarters
|
|
2435
iShares ESG Screened S&P Mid-Cap ETF
XJH
$421M
| $516K | ﹤0.01% |
10,588
+2,046
| +24% | +$104K |
2026 Q1
2 quarters
|
|
2436
Bloomin' Brands
BLMN
$889M
| $515K | ﹤0.01% |
66,494
-733
| -1% | -$6.78K |
2026 Q1
2 quarters
|
|
2437
Alpha Architect US Equity 2 ETF
AAEQ
$500M
| $515K | ﹤0.01% |
9,378
| – | – |
2025 Q4
3 quarters
|
|
2438
Hoyne Bancorp
HYNE
$142M
| $514K | ﹤0.01% |
30,990
| – | – |
2025 Q4
3 quarters
|
|
2439
Hilton Grand Vacations
HGV
$3.33B
| $514K | ﹤0.01% |
14,823
+9,769
| +193% | +$433K |
2026 Q2
1 quarter
|
|
2440
Gibraltar Industries
ROCK
$902M
| $514K | ﹤0.01% |
12,969
+944
| +8% | +$42.4K |
2026 Q2
1 quarter
|
|
2441
Empire State Realty Trust
ESRT
$839M
| $513K | ﹤0.01% |
127,321
+28,986
| +29% | +$140K |
2023 Q4
11 quarters
|
|
2442
Ardent Health
ARDT
$2.51B
| $513K | ﹤0.01% |
49,610
+13,039
| +36% | +$140K |
2026 Q1
2 quarters
|
|
2443
Icon
ICLR
$14.6B
| $513K | ﹤0.01% |
3,017
-240
| -7% | -$40.3K |
2023 Q4
11 quarters
|
|
2444
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.31B
| $513K | ﹤0.01% |
20,987
-1,165
| -5% | -$28.8K |
2026 Q1
2 quarters
|
|
2445
Acadia Healthcare
ACHC
$3.51B
| $512K | ﹤0.01% |
18,621
+2,237
| +14% | +$67.3K |
2026 Q1
2 quarters
|
|
2446
Lazard US Systematic Small Cap Equity ETF
SYZ
$64.9M
| $512K | ﹤0.01% |
17,652
-12
| -0.1% | -$362 |
2025 Q3
4 quarters
|
|
2447
CAVA Group
CAVA
$6.8B
| $511K | ﹤0.01% |
9,451
-3,978
| -30% | -$253K |
2024 Q3
8 quarters
|
|
2448
Global X US Infrastructure Development ETF
PAVE
$13.4B
| $511K | ﹤0.01% |
9,728
+350
| +4% | +$19.5K |
2022 Q3
16 quarters
|
|
2449
SLR Investment Corp
SLRC
$623M
| $510K | ﹤0.01% |
43,998
+1,137
| +3% | +$14.3K |
2026 Q1
2 quarters
|
|
2450
Open Text
OTEX
$6B
| $508K | ﹤0.01% |
22,673
-16,453
| -42% | -$391K |
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.