Cerity Partners LLC

CIK

1566475

Location

NEW YORK, NY

Portfolio Value

Large $38,986,706,534

Diversification

Diversified

Filing Date

Global Rank

#104 / 8,232 ▲ 8

Top Industry

Semiconductors 11.3%

3Y Alpha vs SPY

-4.5%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.2%

SPY

+76.3%

Annualised alpha

-4.5%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

2,250 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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	Positions
Technology	29.4%	$11,453,308,184	323
Financial Services	12.7%	$4,953,773,588	422
Healthcare	10.5%	$4,103,224,817	305
Industrials	9.6%	$3,734,276,518	284
Consumer Cyclical	8.3%	$3,230,568,310	241
Unclassified	7.6%	$2,974,884,015	33
Consumer Defensive	6.8%	$2,667,730,246	106
Communication Services	6.3%	$2,451,000,556	96
Energy	3.8%	$1,467,018,752	113
Utilities	2.1%	$836,421,949	74
Basic Materials	1.6%	$638,044,983	103
Real Estate	1.2%	$476,454,616	150

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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	$593,402
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
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
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
SBUX	Starbucks Corp	−248,477	289,524	$25,938,454
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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
EXAS	EXACT SCIENCES CORP	125,318	$12,727,295
DUOL	Duolingo, Inc.	54,336	$9,535,967
AGL	agilon health, inc.	402,931	$6,940,485
PTA	Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund	106,176	$2,050,258
PIPR	Piper Sandler Companies	22,266	$1,890,994
FUBO	FuboTV Inc.	55,548	$1,679,770
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

2,250 positions · $38,986,706,534 total · 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 2,250 positions by value · page 1 of 45

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	9,454,975	+256,744	$2,399,578,103	−4.0%	6.15%
NVDA	Nvidia Corp Technology	Added	13,089,994	+429,564	$2,282,894,953	−3.3%	5.86%
SPY	Spdr S&P 500 ETF Trust	Added	2,397,370	+88,721	$1,559,105,604	−1.0%	4.00%
MSFT	Microsoft Corp Technology	Added	4,111,747	+307,889	$1,522,045,385	−17.3%	3.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,983,559	+222,199	$1,037,925,831	−5.6%	2.66%
GOOGL	Alphabet Inc. Communication Services	Added	3,545,427	+40,760	$1,019,522,987	−7.1%	2.62%
AVGO	Broadcom Inc. Technology	Added	3,023,504	+55,172	$935,804,722	−8.9%	2.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	6,205,946	+88,759	$896,386,839	+2.3%	2.30%
META	Meta Platforms, Inc. Communication Services	Added	1,206,281	+110,136	$690,149,547	−4.6%	1.77%
LLY	ELI LILLY & Co Healthcare	Added	732,849	+24,669	$674,052,523	−11.4%	1.73%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,098,275	+47,454	$617,228,574	−6.6%	1.58%
QQQ	Invesco Qqq Trust, Series 1	Added	960,551	+209,397	$554,410,825	+20.1%	1.42%
JNJ	Johnson & Johnson Healthcare	Added	1,848,024	+41,139	$451,730,986	+20.8%	1.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	433,645	+27,872	$432,096,886	+23.5%	1.11%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,142,977	-28,898	$390,609,181	+10.5%	1.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	808,578	+26,522	$387,470,576	−1.4%	0.99%
XOM	Exxon Mobil Corp Energy	Added	2,194,719	+100,576	$372,356,024	+47.8%	0.96%
V	Visa Inc. Financial Services	Added	1,148,277	+15,143	$347,055,239	−12.7%	0.89%
IAU	Ishares Gold Trust	Reduced	3,158,609	-123,607	$278,462,969	+4.5%	0.71%
ABBV	AbbVie Inc. Healthcare	Added	1,223,622	+23,939	$266,125,547	−2.9%	0.68%
CVX	Chevron Corp Energy	Added	1,251,179	+46,786	$258,868,934	+41.0%	0.66%
HD	Home Depot, Inc. Consumer Cyclical	Added	777,487	+15,697	$255,707,698	−2.5%	0.66%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	1,580,717	-1,432,360	$252,440,503	−45.5%	0.65%
RTX	RTX Corp Industrials	Added	1,215,485	+7,865	$234,467,055	+5.9%	0.60%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	628,177	-497,968	$233,524,799	−53.9%	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	628,370	+75,804	$212,357,639	+26.5%	0.54%
CSCO	Cisco Systems, Inc. Technology	Added	2,604,207	+38,077	$202,060,419	+2.2%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,133,968	-135,298	$201,530,938	−14.2%	0.52%
ITW	Illinois Tool Works Inc Industrials	Reduced	760,289	-81,588	$197,895,623	−4.6%	0.51%
MA	Mastercard Inc Financial Services	Reduced	395,703	-6,329	$197,716,960	−13.9%	0.51%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,639,510	-79,940	$197,216,656	+9.0%	0.51%
CAT	Caterpillar Inc Industrials	Added	276,414	+5,488	$195,828,261	+26.2%	0.50%
GLD	Spdr Gold Trust	Reduced	430,049	-8,201	$185,045,783	+6.5%	0.47%
APH	Amphenol Corp /De/ Technology	Added	1,411,675	+58,865	$178,365,135	−2.4%	0.46%
ORCL	Oracle Corp Technology	Reduced	1,173,190	-10,801	$172,587,980	−25.2%	0.44%
PANW	Palo Alto Networks Inc Technology	Added	1,035,304	+86,118	$165,979,935	−5.1%	0.43%
ABT	Abbott Laboratories Healthcare	Added	1,596,019	+16,371	$163,863,269	−17.2%	0.42%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,034,978	-3,734	$160,721,732	+7.8%	0.41%
BLK	BlackRock, Inc. Financial Services	Added	166,688	+19,273	$160,305,515	+1.6%	0.41%
MCD	Mcdonalds Corp Consumer Cyclical	Added	515,595	+10,654	$160,241,769	+3.8%	0.41%
GS	Goldman Sachs Group Inc Financial Services	Reduced	184,257	-2,030	$155,879,578	−4.8%	0.40%
GE	General Electric Co Industrials	Added	544,605	+62,659	$154,542,559	+4.1%	0.40%
AMGN	Amgen Inc Healthcare	Added	433,855	+21,982	$152,651,880	+13.2%	0.39%
NFLX	Netflix Inc Communication Services	Added	1,546,836	+158,810	$148,728,280	+14.3%	0.38%
KLAC	Kla Corp Technology	Reduced	100,273	-1,586	$147,642,967	+19.3%	0.38%
HON	Honeywell International Inc Industrials	Added	625,698	+20,549	$141,426,517	+19.8%	0.36%
CB	Chubb Ltd Financial Services	Added	423,812	+13,364	$138,133,044	+7.8%	0.35%
NEE	Nextera Energy Inc Utilities	Added	1,480,454	+36,229	$137,504,566	+18.6%	0.35%
AMD	Advanced Micro Devices Inc Technology	Reduced	667,504	-9,280	$135,790,338	−6.3%	0.35%
WM	Waste Management Inc Industrials	Reduced	580,892	-4,937	$133,483,171	+3.7%	0.34%