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 51–100 of 2,252 positions by value · page 2 of 46

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHW	Schwab Charles Corp Financial Services	Added	1,413,351	+300,102	$132,826,726	+19.4%	0.34%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	296,654	+35,101	$132,467,876	+11.7%	0.34%
PLTR	Palantir Technologies Inc. Technology	Added	867,438	+43,304	$126,888,829	−13.4%	0.33%
C	Citigroup Inc Financial Services	Added	1,104,143	+24,901	$125,220,856	−0.6%	0.32%
ASML	Asml Holding NV Technology	Added	92,751	+1,566	$122,508,302	+25.6%	0.31%
GLDM	World Gold Trust	Added	1,267,461	+85,890	$117,480,959	+16.5%	0.30%
DIS	Walt Disney Co Communication Services	Added	1,212,665	+25,896	$116,876,651	−13.4%	0.30%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	291,889	+5,179	$113,956,384	−15.2%	0.29%
CRM	Salesforce, Inc. Technology	Added	601,225	+67,287	$112,230,670	−20.7%	0.29%
IBM	International Business Machines Corp Technology	Added	460,815	+85,179	$111,696,947	+0.4%	0.29%
LRCX	Lam Research Corp Technology	Reduced	494,186	-40,752	$105,587,779	+15.3%	0.27%
ADI	Analog Devices Inc Technology	Added	328,689	+22,902	$104,569,117	+26.1%	0.27%
EMR	Emerson Electric Co Industrials	Added	789,721	+6,000	$103,469,244	−0.5%	0.27%
SYK	Stryker Corp Healthcare	Added	314,456	+8,703	$103,327,096	−3.8%	0.26%
PWR	Quanta Services, Inc. Industrials	Reduced	182,683	-7,460	$100,296,619	+25.0%	0.26%
LMT	Lockheed Martin Corp Industrials	Added	165,139	+20,441	$99,808,359	+42.6%	0.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	200,486	-210,556	$98,544,882	−58.6%	0.25%
GEV	GE Vernova Inc. Industrials	Added	112,864	+17,715	$98,518,984	+58.4%	0.25%
DE	Deere & Co Industrials	Added	171,267	+5,467	$96,474,699	+25.0%	0.25%
SPGI	S&P Global Inc. Financial Services	Added	226,304	+27,043	$96,256,142	−7.6%	0.25%
INTU	Intuit Inc. Technology	Added	219,668	+11,195	$94,980,048	−31.2%	0.24%
UNP	Union Pacific Corp Industrials	Added	382,823	+4,531	$92,880,515	+6.1%	0.24%
URI	United Rentals, Inc. Industrials	Added	127,140	+1,707	$92,629,117	−8.8%	0.24%
ISRG	Intuitive Surgical Inc Healthcare	Added	199,217	+26,276	$91,837,043	−6.2%	0.24%
MU	Micron Technology Inc Technology	Added	260,588	+40,313	$88,037,048	+40.0%	0.23%
KO	Coca Cola Co Consumer Defensive	Added	1,134,215	+11,874	$86,257,049	+9.9%	0.22%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	138,738	+7,186	$85,568,048	+7.8%	0.22%
UNH	Unitedhealth Group Inc Healthcare	Added	315,162	+48,821	$85,279,684	−3.0%	0.22%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	1,392,773	-24,573	$84,471,681	+10.5%	0.22%
UBER	Uber Technologies, Inc Technology	Added	1,168,061	+114,995	$84,018,626	−2.4%	0.22%
WFC	Wells Fargo & Company/Mn Financial Services	Added	1,052,839	+61,179	$83,816,511	−9.3%	0.21%
MMM	3M Co Industrials	Reduced	574,596	-78,733	$83,448,576	−20.2%	0.21%
AMAT	Applied Materials Inc /De Technology	Added	236,660	+28,459	$80,888,020	+51.2%	0.21%
CMI	Cummins Inc Industrials	Added	148,751	+19,000	$80,031,012	+20.8%	0.21%
BSX	Boston Scientific Corp Healthcare	Reduced	1,263,755	-1,769	$79,300,625	−34.3%	0.20%
TXN	Texas Instruments Inc Technology	Reduced	405,840	-352,795	$78,789,776	−40.1%	0.20%
HTO	H2o America Utilities	Reduced	1,309,679	-136,123	$76,838,866	+8.5%	0.20%
DHR	Danaher Corp /De/ Healthcare	Added	396,584	+35,034	$75,192,325	−9.2%	0.19%
LIN	Linde PLC Basic Materials	Added	147,861	+17,676	$73,303,568	+32.1%	0.19%
VZ	Verizon Communications Inc Communication Services	Added	1,456,371	+141,970	$73,109,822	+36.6%	0.19%
NTRS	Northern Trust Corp Financial Services	Reduced	508,340	-15,741	$70,949,012	−0.9%	0.18%
ACN	Accenture plc Technology	Reduced	352,289	-46,498	$69,855,385	−34.7%	0.18%
BX	Blackstone Inc. Financial Services	Added	603,898	+182,618	$69,442,229	+6.9%	0.18%
IBIT	iShares Bitcoin Trust ETF	Added	1,759,265	+604,588	$67,590,960	+17.9%	0.17%
INTC	Intel Corp Technology	Reduced	1,531,047	-94,839	$67,565,103	+12.6%	0.17%
ETN	Eaton Corp plc Industrials	Reduced	187,599	-1,328	$67,098,533	+11.5%	0.17%
ANET	Arista Networks, Inc. Technology	Added	545,031	+176,088	$66,918,904	+38.4%	0.17%
QCOM	Qualcomm Inc/De Technology	Added	518,888	+30,203	$66,822,395	−20.1%	0.17%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	398,224	-312,811	$65,842,355	−42.3%	0.17%
ADBE	Adobe Inc. Technology	Added	269,704	+25,281	$65,559,646	−23.4%	0.17%