Cerity Partners LLC
Top Portfolio Positions
2,247 positions ·
$38,594,400,988 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,454,975 | $2,399,578,103 | 6.22% | |
| NVDA |
Nvidia Corp
Technology
|
13,089,994 | $2,282,894,953 | 5.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,397,370 | $1,559,105,604 | 4.04% | |
| MSFT |
Microsoft Corp
Technology
|
4,111,747 | $1,522,045,385 | 3.94% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,983,559 | $1,037,925,831 | 2.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,545,427 | $1,019,522,987 | 2.64% | |
| AVGO |
Broadcom Inc.
Technology
|
3,023,504 | $935,804,722 | 2.42% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
6,205,946 | $896,386,839 | 2.32% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,206,281 | $690,149,547 | 1.79% | |
| LLY |
ELI LILLY & Co
Healthcare
|
732,849 | $674,052,523 | 1.75% |
Portfolio Trend
Holdings in HALO
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,564,723 | 349,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,241,795 | 360,205 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $25,544,101 | 348,297 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $16,953,005 | 325,894 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,561,882 | 290,893 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $16,009,274 | 334,852 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,159,865 | 299,788 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $15,239,692 | 291,056 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,022,607 | 295,541 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,961,385 | 269,518 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,673,462 | 253,232 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,310,424 | 258,121 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,760,905 | 255,588 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,753,032 | 259,280 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $264,918 | 6,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $261,932 | 5,953 | Shares | Sole | 2022-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||