Cerity Partners LLC
Top Portfolio Positions
2,252 positions ·
$38,924,203,916 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 | 6.16% | |
| NVDA |
Nvidia Corp
Technology
|
13,089,994 | $2,282,894,953 | 5.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,397,370 | $1,559,105,604 | 4.01% | |
| MSFT |
Microsoft Corp
Technology
|
4,111,747 | $1,522,045,385 | 3.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,983,559 | $1,037,925,831 | 2.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,545,427 | $1,019,522,987 | 2.62% | |
| AVGO |
Broadcom Inc.
Technology
|
3,023,504 | $935,804,722 | 2.40% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
6,205,946 | $896,386,839 | 2.30% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,206,281 | $690,149,547 | 1.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
732,849 | $674,052,523 | 1.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HTBK
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,155,095 | 172,684 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,144,552 | 178,564 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,665,678 | 167,742 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $1,516,747 | 152,744 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,411,816 | 148,300 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,365,484 | 145,574 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,445,928 | 146,349 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,088,030 | 125,061 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,026,253 | 119,610 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,123,479 | 113,254 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $900,394 | 106,304 | Shares | Sole | 2023-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||