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 JFR
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $560,435 | 74,526 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $311,837 | 39,826 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $326,553 | 39,921 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $337,326 | 39,826 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $447,436 | 52,826 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $471,207 | 52,826 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $231,042 | 29,283 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $363,120 | 44,283 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $311,121 | 39,283 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $162,200 | 20,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $166,800 | 20,000 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $200,200 | 20,000 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $203,400 | 20,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $201,400 | 20,000 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $259,558 | 25,904 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $250,232 | 25,904 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $285,159 | 32,627 | Shares | Sole | 2021-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||