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

-5.0%

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

+56.8%

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 351–400 of 2,252 positions by value · page 8 of 46

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ADTN	ADTRAN Holdings, Inc. Technology	NEW	19,791	NEW	$248,970	NEW	0.00%
SXT	Sensient Technologies Corp Basic Materials	Reduced	2,881	-728	$249,033	−26.6%	0.00%
SCL	Stepan Co Basic Materials	Reduced	4,985	-1,087	$249,149	−13.4%	0.00%
SHOO	Steven Madden, Ltd. Consumer Cyclical	Added	7,352	+901	$249,379	−7.2%	0.00%
YDES	YD Bio Ltd Healthcare	Held	32,406	0	$249,526	−36.8%	0.00%
PHIN	Phinia Inc. Consumer Cyclical	Reduced	3,656	-3,824	$250,216	−46.6%	0.00%
ORLA	Orla Mining Ltd. Basic Materials	Added	15,529	+2,779	$250,482	+45.8%	0.00%
MMI	Marcus & Millichap, Inc. Real Estate	Added	9,463	+343	$251,620	+1.1%	0.00%
DXC	DXC Technology Co Technology	Reduced	20,066	-28,763	$252,229	−64.7%	0.00%
AVX	Avax One Technology Ltd. Technology	NEW	423,728	NEW	$253,389	NEW	0.00%
ABR	Arbor Realty Trust Inc Real Estate	Added	32,875	+7,008	$253,465	+26.3%	0.00%
ALRM	Alarm.com Holdings, Inc. Technology	Reduced	5,879	-2,384	$253,913	−39.8%	0.00%
CTKB	Cytek Biosciences, Inc. Healthcare	Added	58,123	+8,595	$253,996	+1.6%	0.00%
DFIN	Donnelley Financial Solutions, Inc. Technology	NEW	5,403	NEW	$254,697	NEW	0.00%
CTRI	Centuri Holdings, Inc. Utilities	NEW	8,723	NEW	$254,798	NEW	0.00%
QBTS	D-Wave Quantum Inc. Technology	Reduced	17,673	-1,072	$255,020	−48.0%	0.00%
MBIN	Merchants Bancorp Financial Services	NEW	5,960	NEW	$255,743	NEW	0.00%
HOPE	Hope Bancorp Inc Financial Services	Added	22,898	+572	$255,770	+4.5%	0.00%
JOE	ST JOE Co Real Estate	Reduced	4,076	-390	$255,972	−3.5%	0.00%
GRC	Gorman Rupp Co Industrials	Reduced	4,150	-626	$257,838	+13.1%	0.00%
BCH	Bank Of Chile Financial Services	Added	6,964	+293	$257,945	+1.8%	0.00%
XHR	Xenia Hotels & Resorts, Inc. Real Estate	Added	17,464	+932	$258,990	+10.8%	0.00%
NAT	NORDIC AMERICAN TANKERS Ltd Energy	Reduced	44,200	-10,270	$259,010	+38.2%	0.00%
ASIX	AdvanSix Inc. Basic Materials	NEW	10,646	NEW	$259,762	NEW	0.00%
FINV	FinVolution Group Financial Services	Reduced	54,302	-5,091	$260,106	−16.3%	0.00%
NKSH	National Bankshares Inc Financial Services	Reduced	7,150	-20	$260,330	+8.3%	0.00%
IBCP	Independent Bank Corp /Mi/ Financial Services	Added	7,841	+300	$261,104	+6.4%	0.00%
CTRN	Citi Trends Inc Consumer Cyclical	NEW	6,030	NEW	$261,218	NEW	0.00%
MLKN	Millerknoll, Inc. Consumer Cyclical	Added	18,081	+5,614	$261,450	+14.7%	0.00%
PRLB	Proto Labs Inc Industrials	Added	4,588	+367	$261,607	+22.5%	0.00%
NABL	N-able, Inc. Technology	Added	56,099	+14,106	$261,981	−16.6%	0.00%
KFRC	Kforce Inc Industrials	Reduced	8,969	-4	$262,253	−5.5%	0.00%
NKX	Nuveen California Amt-Free Quality Municipal Income Fund Financial Services	Held	22,046	0	$262,347	−4.3%	0.00%
BY	Byline Bancorp, Inc. Financial Services	Added	8,311	+1,130	$262,377	+25.3%	0.00%
LAND	GLADSTONE LAND Corp Real Estate	Added	25,728	+3,084	$262,425	+26.7%	0.00%
DCH	Dauch Corp Consumer Cyclical	Reduced	44,404	-14,444	$263,315	−30.2%	0.00%
NFBK	Northfield Bancorp, Inc. Financial Services	Added	19,588	+473	$265,221	+21.4%	0.00%
FDP	Fresh Del Monte Produce Inc Consumer Defensive	Added	6,619	+700	$266,480	+26.4%	0.00%
BEKE	KE Holdings Inc. Real Estate	Added	17,821	+3,174	$266,779	+15.6%	0.00%
MRTN	Marten Transport Ltd Industrials	NEW	20,360	NEW	$267,325	NEW	0.00%
GPGI	GPGI, Inc. Industrials	Reduced	15,660	-783	$267,784	−15.5%	0.00%
CHMG	Chemung Financial Corp Financial Services	Added	4,981	+23	$268,077	−3.1%	0.00%
BIPC	Brookfield Infrastructure Corp Utilities	Added	6,803	+1,279	$268,853	+7.2%	0.00%
BDC	Belden Inc. Technology	Reduced	2,344	-4,681	$269,161	−67.1%	0.00%
UMH	Umh Properties, Inc. Real Estate	Added	18,671	+958	$269,422	−4.4%	0.00%
GBX	Greenbrier Companies Inc Industrials	Reduced	5,126	-158	$269,883	+9.3%	0.00%
GNW	Genworth Financial Inc Financial Services	Reduced	33,305	-26,141	$270,435	−49.6%	0.00%
BOKF	Bok Financial Corp Financial Services	Added	2,112	+229	$270,462	+21.3%	0.00%
WOR	Worthington Enterprises, Inc. Industrials	Reduced	5,193	-612	$270,763	−9.6%	0.00%
WWW	Wolverine World Wide Inc /De/ Consumer Cyclical	NEW	16,670	NEW	$272,054	NEW	0.00%