Cerity Partners LLC

CIK

1566475

Location

NEW YORK, NY

Portfolio Value

Small $836,421,949

Diversification

Diversified

Filing Date

Global Rank

#173 / 8,586 —

Top Industry

Semiconductors 11.3%

3Y Alpha vs SPY

-5.1%

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

+56.8%

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

74 positions · $836,421,949 total · Utilities only · 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 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEE	Nextera Energy Inc Utilities	Added	1,480,454	+36,229	$137,504,566	+18.6%	16.44%
HTO	H2o America Utilities	Reduced	1,309,679	-136,123	$76,838,866	+8.5%	9.19%
EIX	Edison International Utilities	Added	858,826	+112,009	$62,848,886	+40.2%	7.51%
DUK	Duke Energy CORP Utilities	Added	440,326	+78,352	$57,656,285	+35.9%	6.89%
PCG	PG&E Corp Utilities	Reduced	3,150,747	-2,254,826	$55,358,623	−36.3%	6.62%
AEP	American Electric Power Co Inc Utilities	Added	256,384	+58,303	$33,606,813	+47.1%	4.02%
AWK	American Water Works Company, Inc. Utilities	Added	207,706	+4,780	$28,266,708	+6.7%	3.38%
ED	Consolidated Edison Inc Utilities	Added	224,098	+95,240	$25,363,410	+98.2%	3.03%
SO	Southern Co Utilities	Added	260,784	+19,664	$25,170,870	+19.7%	3.01%
CEG	Constellation Energy Corp Utilities	Added	89,265	+3,302	$24,927,250	−17.9%	2.98%
EXC	Exelon Corp Utilities	Reduced	434,432	-9,047	$21,295,855	+10.2%	2.55%
PEG	Public Service Enterprise Group Inc Utilities	Added	248,230	+142,131	$20,094,217	+135.9%	2.40%
XEL	Xcel Energy Inc Utilities	Reduced	246,430	-6,626	$19,576,398	+4.7%	2.34%
SRE	Sempra Utilities	Added	166,939	+31,441	$16,221,461	+35.6%	1.94%
WEC	Wec Energy Group, Inc. Utilities	Added	137,436	+84,737	$15,910,964	+186.3%	1.90%
DTE	Dte Energy Co Utilities	Added	105,887	+72,986	$15,482,795	+264.9%	1.85%
ES	Eversource Energy Utilities	Added	215,236	+70,005	$14,911,549	+52.5%	1.78%
AES	Aes Corp Utilities	Added	930,520	+11,581	$13,111,025	−0.5%	1.57%
D	Dominion Energy, Inc Utilities	Added	187,759	+36,104	$11,607,260	+30.6%	1.39%
ATO	Atmos Energy Corp Utilities	Added	59,296	+8,600	$10,953,155	+28.9%	1.31%
PNW	Pinnacle West Capital Corp Utilities	Reduced	101,013	-85,626	$10,177,059	−38.5%	1.22%
CNP	Centerpoint Energy Inc Utilities	Added	216,090	+73,200	$9,326,443	+70.2%	1.12%
POR	Portland General Electric Co /Or/ Utilities	Added	165,041	+26,614	$8,709,212	+31.1%	1.04%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Added	208,614	+66,075	$7,535,137	+52.2%	0.90%
ETR	Entergy Corp /De/ Utilities	Reduced	61,942	-730	$6,959,802	+20.1%	0.83%
FE	Firstenergy Corp Utilities	Reduced	135,132	-168,901	$6,845,786	−49.7%	0.82%
BKH	Black Hills Corp /Sd/ Utilities	Reduced	81,799	-3,607	$5,677,667	−4.2%	0.68%
NWE	NorthWestern Energy Group, Inc. Utilities	Added	85,365	+27,966	$5,628,967	+51.9%	0.67%
EVRG	Evergy, Inc. Utilities	Reduced	67,525	-45,571	$5,531,646	−32.5%	0.66%
VST	Vistra Corp. Utilities	Added	34,720	+6,321	$5,219,456	+13.9%	0.62%
LNT	Alliant Energy Corp Utilities	Added	72,206	+21,645	$5,181,501	+57.6%	0.62%
AEE	Ameren Corp Utilities	Added	46,738	+22,651	$5,137,440	+113.6%	0.61%
UGI	Ugi Corp /Pa/ Utilities	Reduced	139,042	-10,088	$5,063,908	−9.3%	0.61%
NRG	Nrg Energy, Inc. Utilities	Added	31,308	+3,522	$4,575,349	+3.4%	0.55%
OGE	Oge Energy Corp. Utilities	Added	89,508	+73,535	$4,292,802	+529.4%	0.51%
NGG	National Grid PLC Utilities	Added	50,094	+3,956	$4,237,952	+18.8%	0.51%
IDA	Idacorp Inc Utilities	Added	27,679	+9,162	$3,957,265	+68.9%	0.47%
NJR	New Jersey Resources Corp Utilities	Added	68,440	+46,087	$3,758,724	+264.6%	0.45%
AVA	Avista Corp Utilities	Added	89,529	+58,967	$3,593,693	+205.1%	0.43%
SR	Spire Inc Utilities	Reduced	33,266	-499	$3,011,903	+7.9%	0.36%
CWEN	Clearway Energy, Inc. Utilities	Reduced	73,699	-872	$2,895,633	+16.7%	0.35%
WTRG	Essential Utilities, Inc. Utilities	Added	71,559	+17,931	$2,881,679	+40.1%	0.34%
OGS	ONE Gas, Inc. Utilities	Added	33,440	+15,492	$2,880,186	+107.7%	0.34%
SWX	Southwest Gas Holdings, Inc. Utilities	Reduced	32,038	-4,859	$2,784,101	−5.7%	0.33%
NI	Nisource Inc. Utilities	Reduced	56,066	-4,243	$2,616,038	+3.9%	0.31%
CMS	Cms Energy Corp Utilities	Reduced	29,467	-2,857	$2,286,048	+1.1%	0.27%
PPL	PPL Corp Utilities	Added	58,611	+14,574	$2,238,939	+45.2%	0.27%
AWR	American States Water Co Utilities	Added	29,437	+4,826	$2,226,025	+24.8%	0.27%
OKLO	Oklo Inc. Utilities	Added	30,045	+1,476	$1,489,931	−27.3%	0.18%
KEP	Korea Electric Power Corp Utilities	Added	100,259	+18,410	$1,428,690	+5.8%	0.17%