Cerity Partners LLC

CIK

1566475

Location

NEW YORK, NY

Portfolio Value

Large $38,994,529,465

Diversification

Diversified

Filing Date

Global Rank

#173 / 8,588 —

Top Industry

Semiconductors 11.3%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed May 15, 2026 · 33d

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

+57.1%

SPY

+76.8%

Annualised alpha

-4.7%

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 201–250 of 2,252 positions by value · page 5 of 46

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BCX	BlackRock Resources & Commodities Strategy Trust Financial Services	NEW	12,765	NEW	$153,818	NEW	0.00%
CION	CION Investment Corp Financial Services	Reduced	22,510	-679	$153,968	−31.3%	0.00%
HLMN	Hillman Solutions Corp. Industrials	Reduced	18,789	-587	$156,323	−6.8%	0.00%
PONY	Pony AI Inc. Technology	NEW	16,624	NEW	$156,930	NEW	0.00%
ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund Financial Services	Added	11,402	+183	$157,233	−8.6%	0.00%
SWBI	Smith & Wesson Brands, Inc. Industrials	NEW	11,150	NEW	$159,778	NEW	0.00%
SOUN	Soundhound Ai, Inc. Technology	Added	23,379	+3,070	$160,611	−20.7%	0.00%
KW	Kennedy-Wilson Holdings, Inc. Real Estate	Reduced	14,932	-5,200	$161,563	−17.0%	0.00%
RC	Ready Capital Corp Real Estate	Added	101,166	+63,407	$163,887	+99.1%	0.00%
MRCC	MONROE CAPITAL Corp Financial Services	Reduced	35,629	-4,223	$163,893	−35.4%	0.00%
HNST	Honest Company, Inc. Consumer Defensive	Added	56,483	+41,898	$166,058	+341.3%	0.00%
MH	McGraw Hill, Inc. Consumer Defensive	Reduced	12,136	-3,370	$166,263	−35.0%	0.00%
AFB	Alliancebernstein National Municipal Income Fund Financial Services	Added	15,612	+4,077	$166,892	+33.7%	0.00%
HPP	Hudson Pacific Properties, Inc. Real Estate	NEW	28,264	NEW	$167,039	NEW	0.00%
NRDS	Nerdwallet, Inc. Communication Services	NEW	16,429	NEW	$170,532	NEW	0.00%
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund Financial Services	Held	19,450	0	$170,771	−4.8%	0.00%
GRFS	Grifols SA Healthcare	Added	21,360	+2,239	$171,306	−4.2%	0.00%
WHG	Westwood Holdings Group Inc Financial Services	Added	10,407	+20	$171,403	−4.1%	0.00%
MQY	Blackrock Muniyield Quality Fund, Inc. Financial Services	NEW	15,623	NEW	$171,539	NEW	0.00%
TSSI	TSS, Inc. Technology	NEW	13,214	NEW	$171,914	NEW	0.00%
ELPC	Energy Co Of Parana Utilities	Reduced	14,416	-2,278	$172,126	+8.4%	0.00%
LXRX	Lexicon Pharmaceuticals, Inc. Healthcare	Reduced	110,458	-34,486	$172,314	+3.4%	0.00%
SG	Sweetgreen, Inc. Consumer Cyclical	Added	33,227	+8,244	$172,447	+2.1%	0.00%
PAX	Patria Investments Ltd Financial Services	Reduced	13,719	-6,540	$172,859	−46.3%	0.00%
EGHT	8X8 Inc /De/ Technology	Added	104,307	+34,272	$173,148	+25.5%	0.00%
CX	Cemex Sab De CV Basic Materials	Added	15,262	+842	$174,595	+5.4%	0.00%
PAYO	Payoneer Global Inc. Technology	Added	36,190	+18,151	$174,796	+72.4%	0.00%
ONDS	Ondas Inc. Technology	NEW	19,410	NEW	$175,466	NEW	0.00%
TRX	TRX GOLD Corp Basic Materials	Held	117,371	0	$176,056	+63.0%	0.00%
XERS	Xeris Biopharma Holdings, Inc. Healthcare	Added	30,583	+1,005	$177,381	−23.6%	0.00%
BBD	Bank Bradesco Financial Services	Added	48,649	+482	$177,568	+10.7%	0.00%
CTMX	CytomX Therapeutics, Inc. Healthcare	NEW	37,806	NEW	$177,687	NEW	0.00%
OSPN	OneSpan Inc. Technology	NEW	16,890	NEW	$177,850	NEW	0.00%
BLMN	Bloomin' Brands, Inc. Consumer Cyclical	NEW	33,188	NEW	$179,214	NEW	0.00%
ELME	Elme Communities Real Estate	Added	89,483	+14,948	$179,859	−86.1%	0.00%
RZLV	Rezolve Ai PLC Technology	NEW	70,438	NEW	$180,320	NEW	0.00%
TLYS	Tilly's, Inc. Consumer Cyclical	Held	44,793	0	$181,411	+103.5%	0.00%
SPMC	Sound Point Meridian Capital, Inc. Financial Services	NEW	20,270	NEW	$181,416	NEW	0.00%
MARA	MARA Holdings, Inc. Financial Services	NEW	22,238	NEW	$181,461	NEW	0.00%
ABCL	AbCellera Biologics Inc. Healthcare	Added	52,299	+242	$182,523	+2.5%	0.00%
VISN	Vistance Networks, Inc. Technology	Reduced	10,032	-30,821	$182,582	−75.3%	0.00%
XPER	Xperi Inc. Technology	Added	32,873	+17,115	$184,088	+99.4%	0.00%
TAL	TAL Education Group Consumer Defensive	Added	16,293	+1,215	$185,250	+12.6%	0.00%
FTCI	FTC Solar, Inc. Technology	Added	49,031	+29,306	$185,337	−13.9%	0.00%
NCDL	Nuveen Churchill Direct Lending Corp. Financial Services	Held	14,798	0	$188,230	−4.6%	0.00%
ANGO	Angiodynamics Inc Healthcare	Added	16,857	+2,547	$191,663	+4.3%	0.00%
WULF	Terawulf Inc. Financial Services	NEW	13,294	NEW	$191,832	NEW	0.00%
EBS	Emergent BioSolutions Inc. Healthcare	Added	23,133	+4,718	$192,003	−15.6%	0.00%
RGP	Resources Connection, Inc. Industrials	Added	52,203	+34,956	$194,716	+124.0%	0.00%
TU	Telus Corp Communication Services	Reduced	15,219	-4,239	$195,258	−23.8%	0.00%