Cerity Partners LLC
Top Portfolio Positions
2,243 positions ·
$38,592,929,125 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 MMS
Shares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,235,439 | 128,478 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $11,863,387 | 137,435 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $17,935,748 | 196,298 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $14,509,146 | 206,683 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,405,985 | 123,273 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,903,281 | 119,267 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,426,001 | 111,915 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,496,245 | 110,808 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,811,517 | 116,943 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,672,915 | 115,346 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $8,920,077 | 119,444 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,607,103 | 125,513 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,867,720 | 125,384 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,468,002 | 129,115 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,919,342 | 119,567 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,518,702 | 120,280 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,895,774 | 92,005 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $9,522,716 | 119,527 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $546,972 | 6,143 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,079,040 | 14,743 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $407,107 | 5,951 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $419,247 | 5,951 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $346,348 | 5,951 | Shares | Sole | 2020-05-14 | |
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