Cerity Partners Retirement Plan Advisors LLC
PensionCIK
2128338
Location
NEW YORK, NY
Portfolio Value
Micro
$57,924,483
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#6,627
/ 8,603
· as of Mar 2026
Period ended 3 months ago
Filed May 15, 2026 · 55d
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+1.0%
SPY
+1.0%
Annualised alpha
—
Max drawdown
−4.5%
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
1 positions · as of Mar 31, 2026Top Position
100.0%
of portfolio value
Top 5
100.0%
of portfolio value
Top 10
100.0%
of portfolio value
HHI
10,000
Highly concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 100.0% | $57,924,483 |
1 positions ·
$57,924,483 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 89,068 | $57,924,483 | 100.00% |