Cerity Partners LLC

CIK

1566475

Location

NEW YORK, NY

Portfolio Value

Large $38,994,529,465

Diversification

Diversified

Filing Date

Global Rank

#173 / 8,586 —

Top Industry

Semiconductors 11.3%

3Y Alpha vs SPY

-5.0%

Period ended 3 months ago

Filed May 15, 2026 · 32d

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

+56.9%

SPY

+78.1%

Annualised alpha

-5.0%

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

2,252 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%	$4,957,875,310	423
Healthcare	10.5%	$4,103,224,817	305
Industrials	9.6%	$3,737,997,727	285
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

2,252 positions · $38,994,529,465 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 151–200 of 2,252 positions by value · page 4 of 46

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SANA	Sana Biotechnology, Inc. Healthcare	Reduced	40,183	-2,234	$115,727	−33.0%	0.00%
TDUP	ThredUp Inc. Consumer Cyclical	Added	35,482	+15,647	$116,380	−8.2%	0.00%
GTN	Gray Media, Inc Communication Services	Reduced	26,938	-12,218	$116,910	−38.3%	0.00%
JBI	Janus International Group, Inc. Industrials	NEW	23,109	NEW	$119,011	NEW	0.00%
LXEO	Lexeo Therapeutics, Inc. Healthcare	Reduced	21,027	-1,412	$120,694	−45.8%	0.00%
CIG	Energy Co Of Minas Gerais Utilities	Added	50,987	+2,699	$121,857	+26.2%	0.00%
SATL	Satellogic Inc. Industrials	NEW	22,430	NEW	$122,018	NEW	0.00%
UTZ	Utz Brands, Inc. Consumer Defensive	Added	15,493	+5,260	$122,704	+15.5%	0.00%
CLVT	Clarivate PLC Technology	NEW	48,605	NEW	$122,969	NEW	0.00%
HTLD	Heartland Express Inc Industrials	NEW	11,831	NEW	$123,042	NEW	0.00%
NMAX	Newsmax Inc. Communication Services	NEW	23,881	NEW	$124,658	NEW	0.00%
DJT	Trump Media & Technology Group Corp. Communication Services	Added	13,463	+1,102	$124,936	−23.7%	0.00%
SPWR	SunPower Inc. Technology	Added	99,099	+1,017	$125,855	−18.3%	0.00%
MUA	Blackrock Muniassets Fund, Inc. Financial Services	NEW	11,974	NEW	$127,043	NEW	0.00%
BYND	Beyond Meat, Inc. Consumer Defensive	Added	181,358	+170,676	$127,312	+1353.7%	0.00%
KREF	KKR Real Estate Finance Trust Inc. Real Estate	Added	21,349	+301	$130,655	−24.5%	0.00%
BARK	Bark, Inc. Consumer Cyclical	Reduced	13,003	-30,846	$131,850	−75.1%	0.00%
STHO	Star Holdings Real Estate	Reduced	17,503	-17,517	$132,497	−54.0%	0.00%
KELYA	Kelly Services Inc Industrials	Reduced	15,031	-12,554	$133,023	−45.2%	0.00%
HOFT	HOOKER FURNISHINGS Corp Consumer Cyclical	Reduced	10,359	-17	$133,423	+13.9%	0.00%
ORN	Orion Group Holdings Inc Industrials	Reduced	12,261	-455	$133,644	+5.7%	0.00%
ARKO	ARKO Corp. Consumer Cyclical	Reduced	24,141	-530	$134,222	+19.8%	0.00%
SABR	Sabre Corp Technology	Added	92,850	+19,304	$134,632	+34.6%	0.00%
EMBC	Embecta Corp. Healthcare	Reduced	15,239	-13,712	$134,711	−60.8%	0.00%
FATE	Fate Therapeutics Inc Healthcare	Added	113,544	+61,055	$136,251	+164.9%	0.00%
ALDX	Aldeyra Therapeutics, Inc. Healthcare	Added	81,223	+30,174	$137,265	−48.1%	0.00%
PDM	Piedmont Realty Trust, Inc. Real Estate	Reduced	21,030	-804	$138,165	−24.1%	0.00%
GGB	Gerdau S.A. Basic Materials	Added	38,283	+2,293	$138,200	+4.1%	0.00%
SGC	Superior Group Of Companies, Inc. Consumer Cyclical	NEW	13,759	NEW	$139,791	NEW	0.00%
MAX	MediaAlpha, Inc. Communication Services	Reduced	15,033	-5,744	$139,806	−48.0%	0.00%
REPL	Replimune Group, Inc. Healthcare	NEW	18,422	NEW	$140,927	NEW	0.00%
TBLA	Taboola.com Ltd. Communication Services	Added	45,710	+11,090	$141,700	−11.2%	0.00%
GETY	Getty Images Holdings, Inc. Communication Services	Added	178,918	+18,449	$141,881	−34.0%	0.00%
AUR	Aurora Innovation, Inc. Consumer Cyclical	Added	34,605	+7,627	$142,571	+37.6%	0.00%
BRSP	BrightSpire Capital, Inc. Real Estate	Reduced	25,474	-4,333	$142,654	−14.5%	0.00%
SITC	SITE Centers Corp. Real Estate	Reduced	26,701	-15,980	$144,184	−47.4%	0.00%
NAVI	Navient Corp Financial Services	NEW	17,706	NEW	$144,834	NEW	0.00%
AMBP	Ardagh Metal Packaging S.A. Consumer Cyclical	Reduced	36,061	-404	$146,046	−2.3%	0.00%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Reduced	12,006	-9,283	$146,233	−45.4%	0.00%
BWG	BrandywineGLOBAL-Global Income Opportunities Fund Inc Financial Services	Held	19,133	0	$146,750	−8.4%	0.00%
SBSW	Sibanye Stillwater Ltd Basic Materials	Added	11,937	+1,264	$147,063	−3.3%	0.00%
PCT	PureCycle Technologies, Inc. Industrials	Added	28,468	+401	$147,747	−38.7%	0.00%
ESBA	Empire State Realty OP, L.P. Real Estate	Held	29,433	0	$148,342	−20.0%	0.00%
NOMD	Nomad Foods Ltd Consumer Defensive	NEW	15,438	NEW	$148,358	NEW	0.00%
PRGO	PERRIGO Co plc Healthcare	NEW	13,816	NEW	$148,383	NEW	0.00%
ORGO	Organogenesis Holdings Inc. Healthcare	Reduced	62,909	-3,670	$149,093	−56.8%	0.00%
OPRT	Oportun Financial Corp Financial Services	Added	32,551	+8,287	$150,059	+16.9%	0.00%
NEWT	NewtekOne, Inc. Financial Services	Added	13,938	+224	$152,620	−1.9%	0.00%
CRNC	Cerence Inc. Technology	NEW	24,280	NEW	$153,206	NEW	0.00%
RXST	RxSight, Inc. Healthcare	NEW	24,875	NEW	$153,229	NEW	0.00%