Cerity Partners LLC
Top Portfolio Positions
1,836 positions ·
$37,999,762,955 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,198,231 | $2,500,631,078 | 6.58% |
| NVDA |
Nvidia Corp
Technology
|
12,660,430 | $2,361,170,194 | 6.21% |
| MSFT |
Microsoft Corp
Technology
|
3,803,858 | $1,839,621,804 | 4.84% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,308,649 | $1,574,313,925 | 4.14% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,761,360 | $1,099,017,114 | 2.89% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,504,667 | $1,096,960,771 | 2.89% |
| AVGO |
Broadcom Inc.
Technology
|
2,968,332 | $1,027,339,703 | 2.70% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
6,117,187 | $876,654,067 | 2.31% |
| LLY |
ELI LILLY & Co
Healthcare
|
708,180 | $761,066,952 | 2.00% |
| META |
Meta Platforms, Inc.
Communication Services
|
1,096,145 | $723,554,351 | 1.90% |
Portfolio Trend
Holdings in OCFC
Export CSVShares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $617,910 | 34,424 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $598,855 | 34,084 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $606,999 | 34,469 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $707,769 | 41,609 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $698,225 | 38,576 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $779,013 | 41,905 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $635,838 | 40,015 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $576,417 | 35,126 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $599,024 | 34,506 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $683,437 | 43,754 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,035,027 | 56,008 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,262,335 | 59,404 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,099,499 | 58,986 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,196,791 | 62,561 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,256,270 | 62,501 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,387,522 | 62,501 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,332,258 | 62,226 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,296,789 | 62,226 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,682,168 | 70,266 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,315,464 | 70,610 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $897,968 | 65,593 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,156,404 | 65,593 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,043,584 | 65,593 | Shares | Sole | 2020-05-14 | |
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