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 101–150 of 2,252 positions by value · page 3 of 46

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDT	Medtronic plc Healthcare	Reduced	756,044	-34,971	$65,511,212	−13.8%	0.17%
AXP	American Express Co Financial Services	Added	215,387	+16,487	$65,150,258	−11.5%	0.17%
USB	US Bancorp De Financial Services	Added	1,251,708	+57,355	$65,101,332	+2.2%	0.17%
NOW	ServiceNow, Inc. Technology	Added	616,914	+49,813	$64,498,357	−25.8%	0.17%
ECL	Ecolab Inc. Basic Materials	Reduced	241,049	-9,777	$64,123,854	−2.6%	0.16%
EIX	Edison International Utilities	Added	858,826	+112,009	$62,848,886	+40.2%	0.16%
FIX	Comfort Systems USA Inc Industrials	Added	45,536	+4,145	$62,793,688	+62.6%	0.16%
COF	Capital One Financial Corp Financial Services	Reduced	342,482	-5,277	$62,478,989	−25.9%	0.16%
LOW	Lowes Companies Inc Consumer Cyclical	Added	261,902	+2,037	$61,882,203	−1.3%	0.16%
TER	Teradyne, Inc Technology	Reduced	204,235	-254,817	$60,547,507	−31.9%	0.16%
BKNG	Booking Holdings Inc. Consumer Cyclical	Reduced	14,173	-415	$59,672,861	−23.6%	0.15%
COP	Conocophillips Energy	Added	451,517	+13,235	$59,600,244	+45.3%	0.15%
AZN	Astrazeneca PLC Healthcare	NEW	301,215	NEW	$59,405,621	NEW	0.15%
MCK	Mckesson Corp Healthcare	Added	67,737	+3,571	$58,616,889	+11.4%	0.15%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	458,365	+26,460	$57,882,330	−1.3%	0.15%
DUK	Duke Energy CORP Utilities	Added	440,326	+78,352	$57,656,285	+35.9%	0.15%
GLW	Corning Inc /Ny Technology	Reduced	416,600	-14,382	$56,645,100	+50.1%	0.15%
PCG	PG&E Corp Utilities	Reduced	3,150,747	-2,254,826	$55,358,623	−36.3%	0.14%
UPS	United Parcel Service Inc Industrials	Added	540,115	+18,754	$53,136,512	+2.8%	0.14%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	253,073	-196,708	$52,661,959	−43.9%	0.14%
T	At&T Inc. Communication Services	Added	1,813,003	+144,141	$52,558,956	+26.8%	0.13%
BA	Boeing Co Industrials	Added	263,185	+49,209	$52,381,710	+12.7%	0.13%
FDX	Fedex Corp Industrials	Added	145,961	+25,180	$51,988,387	+49.0%	0.13%
NSC	Norfolk Southern Corp Industrials	Reduced	179,563	-1,025	$51,534,581	−1.2%	0.13%
WRB	Berkley W R Corp Financial Services	Added	775,409	+27,678	$51,394,108	−2.0%	0.13%
NVS	Novartis AG Healthcare	Added	329,910	+35,140	$50,393,751	+24.0%	0.13%
MPC	Marathon Petroleum Corp Energy	Added	204,679	+7,089	$49,978,517	+55.5%	0.13%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	67,570	+4,737	$49,181,498	+41.6%	0.13%
WELL	Welltower Inc. Real Estate	Added	247,551	+2,128	$48,943,306	+7.4%	0.13%
SNPS	Synopsys Inc Technology	Added	122,411	+18,782	$48,533,512	−0.3%	0.12%
PH	Parker-Hannifin Corp Industrials	Reduced	54,034	-911	$48,373,396	+0.2%	0.12%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	560,825	-42,729	$47,799,113	+0.2%	0.12%
PFE	Pfizer Inc Healthcare	Reduced	1,698,192	-1,489,263	$47,685,230	−39.9%	0.12%
ADP	Automatic Data Processing Inc Technology	Reduced	232,064	-18,195	$47,150,762	−26.8%	0.12%
GM	General Motors Co Consumer Cyclical	Added	630,081	+50,841	$46,941,033	−0.3%	0.12%
PGR	Progressive Corp/Oh/ Financial Services	Added	236,200	+22,335	$46,824,287	−3.9%	0.12%
WDC	Western Digital Corp Technology	Reduced	173,104	-7,491	$46,822,899	+50.5%	0.12%
APO	Apollo Global Management, Inc. Financial Services	Added	418,668	+129,949	$46,647,986	+11.6%	0.12%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	805,744	-94,191	$46,443,083	−4.1%	0.12%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	292,637	+12,780	$46,025,946	+1.5%	0.12%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	659,585	-28,136	$45,709,239	−41.2%	0.12%
TDW	Tidewater Inc Energy	Reduced	542,609	-600,326	$45,334,981	−21.5%	0.12%
ADSK	Autodesk, Inc. Technology	Reduced	184,369	-8,264	$44,137,937	−22.6%	0.11%
GD	General Dynamics Corp Industrials	Added	126,716	+10,497	$43,491,465	+11.2%	0.11%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	93,128	+5,780	$43,135,957	+2.8%	0.11%
GDS	GDS Holdings Ltd Technology	Added	1,062,310	+274,808	$42,800,469	+55.7%	0.11%
MS	Morgan Stanley Financial Services	Reduced	259,915	-15,784	$42,774,209	−12.6%	0.11%
AMP	Ameriprise Financial Inc Financial Services	Added	96,099	+20,691	$42,706,394	+15.5%	0.11%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	123,676	+61,149	$42,686,771	+132.5%	0.11%
CMCSA	Comcast Corp Communication Services	Added	1,486,566	+337,796	$42,679,308	+32.6%	0.11%