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 SHEL
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,148,751 | 431,707 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $30,508,160 | 415,190 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $28,435,177 | 397,528 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $27,594,312 | 391,909 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,890,148 | 380,597 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $23,837,385 | 380,485 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $25,350,652 | 384,392 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,887,917 | 317,095 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $21,764,133 | 324,644 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,231,140 | 277,069 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $11,807,807 | 183,408 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,857,746 | 146,700 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,399,919 | 145,984 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,592,801 | 133,324 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,915,514 | 78,688 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||