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 IMO
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,921,613 | 98,774 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,407,456 | 97,410 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,828,139 | 86,270 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,807,064 | 85,645 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,202,452 | 85,764 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,600,520 | 58,450 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,343,876 | 61,659 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,152,059 | 31,532 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,298,434 | 33,248 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,745,152 | 30,515 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $1,518,326 | 29,678 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,481,111 | 29,150 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,406,685 | 28,861 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,231,594 | 28,463 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,308,386 | 27,773 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,268,834 | 26,259 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $981,883 | 27,199 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $816,615 | 25,875 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $786,600 | 25,875 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $625,657 | 25,875 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $492,401 | 25,875 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $309,465 | 25,875 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $415,293 | 25,875 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $291,611 | 25,875 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||