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 | |
|---|---|---|---|---|---|---|---|
2451
Navios Maritime Partners
NMM
$2.58B
| $508K | ﹤0.01% |
5,652
+3
| +0.1% | +$250 |
2026 Q2
1 quarter
|
|
2452
e.l.f. Beauty
ELF
$6.98B
| $507K | ﹤0.01% |
5,020
+676
| +16% | +$61.8K |
2026 Q1
2 quarters
|
|
2453
Viper Energy
VNOM
$8.16B
| $506K | ﹤0.01% |
12,682
+2,460
| +24% | +$106K |
2025 Q2
5 quarters
|
|
2454
GFL Environmental
GFL
$18.5B
| $505K | ﹤0.01% |
+12,080
| New | +$496K |
2026 Q3
0 quarters
|
|
2455
Nuvation Bio
NUVB
$1.41B
| $502K | ﹤0.01% |
89,625
+11,138
| +14% | +$69.9K |
2025 Q2
5 quarters
|
|
2456
Silgan Holdings
SLGN
$4.32B
| $498K | ﹤0.01% |
14,329
-711
| -5% | -$29.7K |
2026 Q2
1 quarter
|
|
2457
Badger Meter
BMI
$4.48B
| $497K | ﹤0.01% |
4,024
-700
| -15% | -$94.3K |
2023 Q1
14 quarters
|
|
2458
FT Vest US Equity Buffer ETF July
FJUL
$1.41B
| $496K | ﹤0.01% |
8,110
| – | – |
2022 Q4
15 quarters
|
|
2459
PUT
JPMorgan Chase
JPM
$919B
| $496K | ﹤0.01% |
1,500
| – | – |
2026 Q1
2 quarters
|
|
2460
CBL Properties
CBL
$1.69B
| $496K | ﹤0.01% |
9,287
+670
| +8% | +$36.9K |
2025 Q3
4 quarters
|
|
2461
Kopin
KOPN
$603M
| $493K | ﹤0.01% |
107,250
+112
| +0.1% | +$486 |
2025 Q1
6 quarters
|
|
2462
Hamilton Insurance Group
HG
$3.78B
| $493K | ﹤0.01% |
14,924
+1,965
| +15% | +$68.6K |
2025 Q3
4 quarters
|
|
2463
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
$371M
| $492K | ﹤0.01% |
10,315
| – | – |
2023 Q3
12 quarters
|
|
2464
Provident Financial Services
PFS
$2.97B
| $491K | ﹤0.01% |
22,177
+10,593
| +91% | +$251K |
2026 Q1
2 quarters
|
|
2465
Wendy's
WEN
$1.58B
| $491K | ﹤0.01% |
76,943
+42,194
| +121% | +$325K |
2024 Q1
10 quarters
|
|
2466
JBS N.V.
JBS
$13B
| $491K | ﹤0.01% |
43,465
+27,224
| +168% | +$348K |
2025 Q2
5 quarters
|
|
2467
Glaukos
GKOS
$14.5B
| $490K | ﹤0.01% |
+2,986
| New | +$500K |
2026 Q3
0 quarters
|
|
2468
Rogers Corp
ROG
$2.24B
| $489K | ﹤0.01% |
3,198
+1,508
| +89% | +$200K |
2025 Q3
4 quarters
|
|
2469
Descartes Systems
DSGX
$8.07B
| $489K | ﹤0.01% |
6,046
+1,076
| +22% | +$82K |
2024 Q3
8 quarters
|
|
2470
iShares Convertible Bond ETF
ICVT
$6.78B
| $489K | ﹤0.01% |
4,329
+211
| +5% | +$24.3K |
2024 Q4
7 quarters
|
|
2471
Vale
VALE
$47.7B
| $488K | ﹤0.01% |
36,378
-5,077
| -12% | -$73.9K |
2024 Q3
8 quarters
|
|
2472
Redwire
RDW
$1.93B
| $487K | ﹤0.01% |
46,640
+3,910
| +9% | +$42.2K |
2026 Q2
1 quarter
|
|
2473
Adtran
ADTN
$394M
| $485K | ﹤0.01% |
70,986
+53,200
| +299% | +$472K |
2026 Q1
2 quarters
|
|
2474
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$488M
| $485K | ﹤0.01% |
20,974
-1,290
| -6% | -$30.1K |
2026 Q1
2 quarters
|
|
2475
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.9B
| $485K | ﹤0.01% |
9,954
+1,330
| +15% | +$66.7K |
2023 Q1
14 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.