Cerity Partners LLC
Top Portfolio Positions
2,243 positions ·
$38,592,486,093 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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 PANW
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,096 | 300 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $165,931,839 | 1,035,004 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $174,840,060 | 949,186 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $183,448,181 | 900,934 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $178,676,504 | 873,126 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $145,825,360 | 854,579 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $149,097,660 | 819,398 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $74,957,081 | 438,602 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $69,408,907 | 409,480 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $57,302,770 | 403,356 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $49,796,090 | 337,738 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $27,171,478 | 231,799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,362,764 | 237,664 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $22,265,117 | 222,941 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,125,647 | 216,793 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,465,203 | 30,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $752,434 | 9,140 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $839,039 | 8,087 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $497,928 | 5,366 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $422,078 | 5,287 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $301,354 | 4,873 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $156,628 | 2,918 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $182,611 | 3,083 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $139,140 | 3,411 | Shares | Sole | 2020-11-12 | |
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