Cerity Partners LLC
Top Portfolio Positions
2,243 positions ·
$38,592,929,125 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 SON
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,878,360 | 71,702 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,194,054 | 73,191 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,953,507 | 91,750 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,728,199 | 39,674 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $951,508 | 20,142 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,057,309 | 21,644 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,313,414 | 24,042 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,039,506 | 20,495 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,041,062 | 17,999 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $745,808 | 13,349 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $720,463 | 13,256 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $792,284 | 13,424 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $889,258 | 14,578 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $830,694 | 13,683 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $739,418 | 13,034 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $741,748 | 13,004 | Shares | Sole | 2022-08-10 | |
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