Cerity Partners LLC
Filing Date
Global Rank
#173
/ 8,623
—
· as of Mar 2026
Top Industry
Semiconductors
11.3%
3Y Alpha vs SPY
-2.3%
Period ended 4 months ago
Filed May 15, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+55.8%
SPY
+65.3%
Annualised alpha
-2.3%
Max drawdown
−17.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
2,256 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.2%
−0.1 pts
Top 5
22.6%
−0.8 pts
Top 10
33.4%
−1.2 pts
HHI
158
Diversified−9
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 29.4% | $11,453,307,879 |
| Financial Services | 12.7% | $4,961,064,833 |
| Healthcare | 10.5% | $4,099,300,615 |
| Industrials | 9.6% | $3,740,587,265 |
| Consumer Cyclical | 8.3% | $3,230,443,047 |
| Unclassified | 7.6% | $2,974,884,015 |
| Consumer Defensive | 6.8% | $2,665,623,406 |
| Communication Services | 6.3% | $2,451,000,556 |
| Energy | 3.8% | $1,467,018,752 |
| Utilities | 2.1% | $836,421,949 |
| Basic Materials | 1.6% | $638,044,982 |
| Real Estate | 1.2% | $476,440,185 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PAXS | PIMCO Access Income Fund | +1,432,949 | 1,532,951 | $22,089,823 | |
| OGN | Organon & Co. | +1,217,325 | 2,309,039 | $13,831,142 | |
| AAL | American Airlines Group Inc. | +899,807 | 938,218 | $10,076,460 | |
| AVTR | Avantor, Inc. | +815,851 | 825,924 | $6,475,243 | |
| ALIT | Alight, Inc. / Delaware | +782,207 | 1,017,844 | $593,097 | |
| PDI | PIMCO Dynamic Income Fund | +767,617 | 790,071 | $13,518,114 | |
| TSLX | Sixth Street Specialty Lending, Inc. | +751,229 | 1,135,996 | $20,879,606 | |
| IBIT | iShares Bitcoin Trust ETF | +604,588 | 1,759,265 | $67,590,960 | |
| MOS | Mosaic Co | +537,968 | 602,901 | $15,373,975 | |
| WBD | Warner Bros. Discovery, Inc. | +501,801 | 674,802 | $18,530,061 | |
| KEY | Keycorp /New/ | +462,313 | 893,770 | $17,920,087 | |
| NVDA | Nvidia Corp | +429,564 | 13,089,994 | $2,282,894,953 | |
| GRCE | Grace Therapeutics, Inc. | +426,323 | 849,055 | $3,931,124 | |
| ANGI | Angi Inc. | +414,880 | 1,147,563 | $7,860,805 | |
| RXT | Rackspace Technology, Inc. | +359,614 | 378,937 | $371,357 | |
| EBC | Eastern Bankshares, Inc. | +345,892 | 403,262 | $7,887,803 | |
| VFC | V F Corp | +339,701 | 549,433 | $9,334,865 | |
| CMCSA | Comcast Corp | +337,796 | 1,486,566 | $42,679,308 | |
| MBI | Mbia Inc | +331,030 | 432,216 | $2,554,395 | |
| MSFT | Microsoft Corp | +307,889 | 4,111,747 | $1,522,045,385 | |
| HPQ | Hp Inc | +305,748 | 845,481 | $16,241,688 | |
| SCHW | Schwab Charles Corp | +300,102 | 1,413,351 | $132,826,726 | |
| LW | Lamb Weston Holdings, Inc. | +298,611 | 319,074 | $13,484,066 | |
| OWL | Blue Owl Capital Inc. | +297,661 | 439,090 | $4,008,890 | |
| DOW | Dow Inc. | +288,378 | 409,501 | $17,055,715 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PCG | PG&E Corp | −2,254,826 | 3,150,747 | $55,358,623 | |
| CPB | CAMPBELL'S Co | −1,544,576 | 1,136,263 | $25,304,576 | |
| PFE | Pfizer Inc | −1,489,263 | 1,698,192 | $47,685,230 | |
| TJX | Tjx Companies Inc /De/ | −1,432,360 | 1,580,717 | $252,440,503 | |
| CACC | Credit Acceptance Corp | −784,256 | 2,577 | $1,091,256 | |
| GTM | ZoomInfo Technologies Inc. | −772,997 | 814,054 | $4,868,041 | |
| ETHA | iShares Ethereum Trust ETF | −635,559 | 1,624,004 | $25,707,981 | |
| TDW | Tidewater Inc | −600,326 | 542,609 | $45,334,981 | |
| ADT | ADT Inc. | −592,272 | 710,698 | $4,669,285 | |
| PR | Permian Resources Corp | −535,300 | 411,201 | $8,766,804 | |
| LYFT | Lyft, Inc. | −529,496 | 249,605 | $3,319,745 | |
| TSLA | Tesla, Inc. | −497,968 | 628,177 | $233,524,799 | |
| ZM | Zoom Communications, Inc. | −483,075 | 221,108 | $17,774,870 | |
| WEN | Wendy's Co | −392,289 | 145,200 | $1,009,138 | |
| AGL | agilon health, inc. | −376,811 | 26,120 | $206,608 | |
| TXN | Texas Instruments Inc | −352,795 | 405,840 | $78,789,776 | |
| VTRS | Viatris Inc | −322,564 | 306,139 | $4,135,936 | |
| PM | Philip Morris International Inc. | −312,811 | 398,224 | $65,842,355 | |
| PLUG | Plug Power Inc | −297,053 | 414,635 | $937,074 | |
| PLTK | Playtika Holding Corp. | −285,666 | 164,009 | $455,943 | |
| AI | C3.ai, Inc. | −270,396 | 206,333 | $1,737,323 | |
| PYPL | PayPal Holdings, Inc. | −258,964 | 226,157 | $10,229,079 | |
| KDP | Keurig Dr Pepper Inc. | −256,710 | 257,728 | $6,785,977 | |
| TER | Teradyne, Inc | −254,817 | 204,235 | $60,547,507 | |
| PINS | Pinterest, Inc. | −250,260 | 158,870 | $2,913,674 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 301,215 | $59,405,621 | |
| PDO | PIMCO Dynamic Income Opportunities Fund | 1,745,837 | $22,573,672 | |
| IBOC | International Bancshares Corp | 196,860 | $13,246,709 | |
| INSP | Inspire Medical Systems, Inc. | 181,426 | $9,357,952 | |
| PNFP | Pinnacle Financial Partners, Inc. | 103,271 | $8,895,762 | |
| VITL | Vital Farms, Inc. | 577,387 | $8,152,703 | |
| FMC | Fmc Corp | 320,747 | $5,523,262 | |
| JBLU | Jetblue Airways Corp | 1,211,431 | $5,354,524 | |
| VSNT | Versant Media Group, Inc. | 120,216 | $4,450,394 | |
| RYZ | Ryerson Holding Corp | 150,546 | $3,384,273 | |
| TLSI | TriSalus Life Sciences, Inc. | 787,272 | $3,149,088 | |
| ENPH | Enphase Energy, Inc. | 63,888 | $2,415,603 | |
| ACI | Albertsons Companies, Inc. | 136,895 | $2,332,689 | |
| IPAR | Interparfums Inc | 25,536 | $2,319,689 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 34,986 | $2,277,238 | |
| CUBE | CubeSmart | 55,371 | $2,029,345 | |
| AMCR | Amcor plc | 49,935 | $1,984,915 | |
| CVLT | Commvault Systems Inc | 23,925 | $1,863,517 | |
| YELP | Yelp Inc | 73,026 | $1,806,661 | |
| IRDM | Iridium Communications Inc. | 55,130 | $1,529,306 | |
| NIC | Nicolet Bankshares Inc | 10,184 | $1,513,545 | |
| CCC | CCC Intelligent Solutions Holdings Inc. | 230,012 | $1,380,072 | |
| PRK | Park National Corp /Oh/ | 7,727 | $1,262,976 | |
| CF | CF Industries Holdings, Inc. | 9,636 | $1,251,136 | |
| FBP | First Bancorp /Pr/ | 57,982 | $1,238,494 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXAS | EXACT SCIENCES CORP | 125,318 | $12,727,295 | |
| DUOL | Duolingo, Inc. | 54,336 | $9,535,967 | |
| PTA | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | 106,176 | $2,050,258 | |
| SEM | Select Medical Holdings Corp | 103,255 | $1,533,335 | |
| CHW | Calamos Global Dynamic Income Fund | 202,773 | $1,502,547 | |
| LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | 69,400 | $1,469,198 | |
| THRM | Gentherm Inc | 38,726 | $1,408,464 | |
| EZPW | Ezcorp Inc | 60,193 | $1,168,947 | |
| BJRI | BJs RESTAURANTS INC | 29,322 | $1,155,285 | |
| GDO | Western Asset Global Corporate Opportunity Fund Inc. | 90,294 | $1,066,372 | |
| DCO | Ducommun Inc /De/ | 10,143 | $964,903 | |
| TGNA | TEGNA INC | 37,256 | $723,138 | |
| BIT | BlackRock Multi-Sector Income Trust | 53,209 | $694,909 | |
| HIW | Highwoods Properties, Inc. | 25,695 | $663,444 | |
| BCAT | BlackRock Capital Allocation Term Trust | 46,632 | $660,309 | |
| QNCX | Quince Therapeutics, Inc. | 189,789 | $635,793 | |
| EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | 13,698 | $611,615 | |
| APLS | Apellis Pharmaceuticals, Inc. | 23,971 | $602,151 | |
| PTY | Pimco Corporate & Income Opportunity Fund | 45,064 | $581,325 | |
| DSL | DoubleLine Income Solutions Fund | 51,400 | $579,278 | |
| AZTA | Azenta, Inc. | 16,258 | $540,740 | |
| PSN | Parsons Corp | 8,185 | $505,832 | |
| GEN | Gen Digital Inc. | 17,736 | $482,240 | |
| JHX | James Hardie Industries plc | 23,119 | $479,719 | |
| STN | Stantec Inc | 4,904 | $462,740 | |
| No positions match the current search. | ||||
2,256 tracked positions ·
$38,994,137,484 total
· filing declares
7,531 positions · $70,827,342,799
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 2,256 positions by value
· page 1 of 46
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
PUT
CALL
+ SHARES
Technology
|
Added | 9,454,975 | $2,399,578,103 | 6.15% | |
| NVDA |
Nvidia Corp
PUT
CALL
+ SHARES
Technology
|
Added | 13,089,994 | $2,282,894,953 | 5.85% | |
| SPY |
Spdr S&P 500 ETF Trust
PUT
CALL
+ SHARES
|
Added | 2,397,370 | $1,559,105,604 | 4.00% | |
| MSFT |
Microsoft Corp
PUT
CALL
+ SHARES
Technology
|
Added | 4,111,747 | $1,522,045,385 | 3.90% | |
| AMZN |
Amazon Com Inc
PUT
CALL
+ SHARES
Consumer Cyclical
|
Added | 4,983,559 | $1,037,925,831 | 2.66% | |
| GOOGL |
Alphabet Inc.
PUT
CALL
+ SHARES
Communication Services
|
Added | 3,545,427 | $1,019,522,987 | 2.61% | |
| AVGO |
Broadcom Inc.
PUT
CALL
+ SHARES
Technology
|
Added | 3,023,504 | $935,804,722 | 2.40% | |
| PG |
PROCTER & GAMBLE Co
PUT
+ SHARES
Consumer Defensive
|
Added | 6,205,946 | $896,386,839 | 2.30% | |
| META |
Meta Platforms, Inc.
PUT
CALL
+ SHARES
Communication Services
|
Added | 1,206,281 | $690,149,547 | 1.77% | |
| LLY |
ELI LILLY & Co
CALL
+ SHARES
Healthcare
|
Added | 732,849 | $674,052,523 | 1.73% | |
| JPM |
Jpmorgan Chase & Co
PUT
CALL
+ SHARES
Financial Services
|
Added | 2,098,275 | $617,228,574 | 1.58% | |
| QQQ |
Invesco Qqq Trust, Series 1
PUT
CALL
+ SHARES
|
Added | 960,551 | $554,410,825 | 1.42% | |
| JNJ |
Johnson & Johnson
PUT
+ SHARES
Healthcare
|
Added | 1,848,024 | $451,730,986 | 1.16% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 433,645 | $432,096,886 | 1.11% | |
| WMT |
Walmart Inc.
PUT
+ SHARES
Consumer Defensive
|
Reduced | 3,142,977 | $390,609,181 | 1.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 808,578 | $387,470,576 | 0.99% | |
| XOM |
ExxonMobil Holdings Corp
PUT
CALL
+ SHARES
Energy
|
Added | 2,194,719 | $372,356,024 | 0.95% | |
| V |
Visa Inc.
PUT
+ SHARES
Financial Services
|
Added | 1,148,277 | $347,055,239 | 0.89% | |
| IAU |
Ishares Gold Trust
|
Reduced | 3,158,609 | $278,462,969 | 0.71% | |
| ABBV |
AbbVie Inc.
PUT
+ SHARES
Healthcare
|
Added | 1,223,622 | $266,125,547 | 0.68% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,251,179 | $258,868,934 | 0.66% | |
| HD |
Home Depot, Inc.
CALL
+ SHARES
Consumer Cyclical
|
Added | 777,487 | $255,707,698 | 0.66% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 1,580,717 | $252,440,503 | 0.65% | |
| RTX |
RTX Corp
PUT
+ SHARES
Industrials
|
Added | 1,215,485 | $234,467,055 | 0.60% | |
| TSLA |
Tesla, Inc.
PUT
CALL
+ SHARES
Consumer Cyclical
|
Reduced | 628,177 | $233,524,799 | 0.60% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
PUT
CALL
+ SHARES
Technology
|
Added | 628,370 | $212,357,639 | 0.54% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 2,604,207 | $202,060,419 | 0.52% | |
| BAC |
Bank Of America Corp /De/
CALL
+ SHARES
Financial Services
|
Reduced | 4,133,968 | $201,530,938 | 0.52% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 760,289 | $197,895,623 | 0.51% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 395,703 | $197,716,960 | 0.51% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 1,639,510 | $197,216,656 | 0.51% | |
| CAT |
Caterpillar Inc
PUT
+ SHARES
Industrials
|
Added | 276,414 | $195,828,261 | 0.50% | |
| GLD |
Spdr Gold Trust
|
Reduced | 430,049 | $185,045,783 | 0.47% | |
| APH |
Amphenol Corp /De/
CALL
+ SHARES
Technology
|
Added | 1,411,675 | $178,365,135 | 0.46% | |
| ORCL |
Oracle Corp
CALL
+ SHARES
Technology
|
Reduced | 1,173,190 | $172,587,980 | 0.44% | |
| PANW |
Palo Alto Networks Inc
CALL
+ SHARES
Technology
|
Added | 1,035,304 | $165,979,935 | 0.43% | |
| ABT |
Abbott Laboratories
PUT
+ SHARES
Healthcare
|
Added | 1,596,019 | $163,863,269 | 0.42% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 1,034,978 | $160,721,732 | 0.41% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 166,688 | $160,305,515 | 0.41% | |
| MCD |
Mcdonalds Corp
PUT
+ SHARES
Consumer Cyclical
|
Added | 515,595 | $160,241,769 | 0.41% | |
| GS |
Goldman Sachs Group Inc
CALL
+ SHARES
Financial Services
|
Reduced | 184,257 | $155,879,578 | 0.40% | |
| GE |
General Electric Co
PUT
+ SHARES
Industrials
|
Added | 544,605 | $154,542,559 | 0.40% | |
| AMGN |
Amgen Inc
CALL
+ SHARES
Healthcare
|
Added | 433,855 | $152,651,880 | 0.39% | |
| NFLX |
Netflix Inc
PUT
CALL
+ SHARES
Communication Services
|
Added | 1,546,836 | $148,728,280 | 0.38% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 100,273 | $147,642,967 | 0.38% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 625,698 | $141,426,539 | 0.36% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 423,812 | $138,133,044 | 0.35% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 1,480,454 | $137,504,566 | 0.35% | |
| AMD |
Advanced Micro Devices Inc
PUT
CALL
+ SHARES
Technology
|
Reduced | 667,504 | $135,790,338 | 0.35% | |
| WM |
Waste Management Inc
PUT
+ SHARES
Industrials
|
Reduced | 580,892 | $133,483,171 | 0.34% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.