Cerity Partners LLC
Top Portfolio Positions
2,252 positions ·
$38,994,529,465 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 | 6.15% | |
| NVDA |
Nvidia Corp
Technology
|
13,089,994 | $2,282,894,953 | 5.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,397,370 | $1,559,105,604 | 4.00% | |
| MSFT |
Microsoft Corp
Technology
|
4,111,747 | $1,522,045,385 | 3.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,983,559 | $1,037,925,831 | 2.66% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,545,427 | $1,019,522,987 | 2.61% | |
| 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 OBDC
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,051,728 | 1,180,084 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,685,933 | 1,020,590 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,787,677 | 374,916 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $6,515,450 | 454,355 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,918,481 | 540,142 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,885,628 | 256,986 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,898,463 | 336,202 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,295,621 | 344,767 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,561,438 | 361,602 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,240,228 | 355,029 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,890,372 | 136,489 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,121,407 | 381,625 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,163,694 | 409,492 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,121,964 | 356,880 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,641,498 | 254,725 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,172,755 | 257,320 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,405,134 | 298,047 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,317,588 | 93,050 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,129,600 | 80,000 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,428,427 | 100,100 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,371,492 | 99,600 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,009,002 | 79,700 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $434,016 | 35,200 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $138,480 | 12,000 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||