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 PHI
Export CSVShares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $633,546 | 29,142 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $322,201 | 17,230 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $481,940 | 22,148 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $572,119 | 26,160 | Shares | Other | 2025-04-30 | |
| 2024-09-30 | $381,803 | 14,204 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $247,734 | 10,046 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $211,034 | 9,007 | Shares | Sole | 2024-01-26 | |
| 2023-03-31 | $150,591 | 5,964 | Shares | Sole | 2023-05-11 | |
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