HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, NVDA, MSFT, IVV, and represent 16.54% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: TSLA (+$281M), TJX (+$237M), SGOV (+$209M), VOO (+$178M), NVDA (+$176M), IVV (+$163M), IDEV (+$141M), TMO (+$117M), NFLX (+$117M), AAPL (+$108M).
- Started 300 new stock positions in SITM, CX, SBSW, MIDD, VYX, ONTO, LION, ENVX, UIS, NRK.
- Reduced shares in these 10 stocks: IJR (-$47M), Unilever (-$40M), QUAL (-$36M), IEFA (-$34M), LIN (-$32M), SCHD (-$32M), CRM (-$29M), Marsh & McLennan Companies (-$23M), IBIT (-$21M), FI (-$21M).
- Sold out of its positions in AGCO, BCI, ACHC, ADTN, AAP, AGIO, ALEX, ALE, AMSC, AMSF.
- Cerity Partners was a net buyer of stock by $6.0B.
- Cerity Partners has $69B in assets under management (AUM), dropping by 11.63%.
- Central Index Key (CIK): 0001566475
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Portfolio Holdings for Cerity Partners
Cerity Partners holds 2852 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Cerity Partners has 2852 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Cerity Partners Dec. 31, 2025 positions
- Download the Cerity Partners December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.3 | $2.9B | +6% | 4.7M | 627.21 |
|
| Apple (AAPL) | 3.6 | $2.5B | +4% | 9.2M | 271.84 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $2.4B | +8% | 13M | 186.50 |
|
| Microsoft Corporation (MSFT) | 2.7 | $1.8B | +3% | 3.8M | 483.54 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $1.7B | +10% | 2.5M | 684.94 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $1.6B | +5% | 2.3M | 681.92 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $1.2B | +3% | 19M | 62.46 |
|
| Amazon (AMZN) | 1.6 | $1.1B | +5% | 4.8M | 230.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $1.1B | +2% | 3.5M | 313.00 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $1.1B | +3% | 3.4M | 313.80 |
|
| Broadcom (AVGO) | 1.5 | $1.0B | +3% | 3.0M | 346.10 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $1.0B | -3% | 11M | 89.46 |
|
| Procter & Gamble Company (PG) | 1.3 | $877M | 6.1M | 143.31 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $798M | +13% | 8.0M | 99.83 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $761M | +2% | 708k | 1074.68 |
|
| Meta Platforms Cl A (META) | 1.1 | $724M | +12% | 1.1M | 660.07 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.0 | $701M | -4% | 3.5M | 198.69 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $661M | +4% | 2.1M | 322.22 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $629M | +9% | 1.9M | 335.27 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $511M | 19M | 26.91 |
|
|
| Tesla Motors (TSLA) | 0.7 | $506M | +124% | 1.1M | 449.66 |
|
| TJX Companies (TJX) | 0.7 | $463M | +105% | 3.0M | 153.61 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $461M | +2% | 751k | 614.31 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $456M | +20% | 964k | 472.65 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $439M | -9% | 3.7M | 120.11 |
|
| Visa Com Cl A (V) | 0.6 | $397M | +2% | 1.1M | 350.68 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $396M | +111% | 3.9M | 100.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $393M | 782k | 502.65 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $376M | +11% | 2.0M | 191.56 |
|
| Johnson & Johnson (JNJ) | 0.5 | $374M | 1.8M | 206.99 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $355M | +11% | 5.3M | 67.24 |
|
| Wal-Mart Stores (WMT) | 0.5 | $353M | +5% | 3.2M | 111.41 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $350M | 406k | 862.34 |
|
|
| Credit Acceptance (CACC) | 0.5 | $349M | 787k | 443.46 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $337M | +2% | 5.1M | 66.00 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $324M | +18% | 1.1M | 289.79 |
|
| Spdr Series Trust State Street Spd (SPAB) | 0.4 | $301M | +5% | 12M | 25.75 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $292M | -2% | 2.0M | 148.69 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $289M | 1.2M | 250.31 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.4 | $287M | +96% | 3.5M | 82.48 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $284M | +21% | 4.8M | 58.73 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $278M | 745k | 373.44 |
|
|
| Abbvie (ABBV) | 0.4 | $274M | +5% | 1.2M | 228.49 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $271M | -2% | 556k | 487.86 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $266M | +4% | 3.3M | 81.17 |
|
| Home Depot (HD) | 0.4 | $262M | 762k | 344.10 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $260M | +13% | 3.3M | 78.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $255M | +31% | 1.3M | 190.99 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $253M | +10% | 4.2M | 60.01 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $252M | +4% | 2.1M | 120.34 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $247M | -4% | 4.9M | 50.59 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $246M | +11% | 9.3M | 26.49 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $238M | +96% | 411k | 579.44 |
|
| Bank of America Corporation (BAC) | 0.3 | $235M | +4% | 4.3M | 55.00 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $233M | +5% | 2.0M | 119.35 |
|
| Oracle Corporation (ORCL) | 0.3 | $231M | +11% | 1.2M | 194.90 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $230M | +12% | 3.1M | 73.56 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $230M | +2% | 402k | 570.89 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $222M | +7% | 2.9M | 77.02 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $222M | +7% | 1.2M | 183.40 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $220M | 2.7M | 82.82 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $220M | +5% | 4.8M | 45.45 |
|
| Illinois Tool Works (ITW) | 0.3 | $207M | -8% | 842k | 246.30 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $203M | -4% | 4.0M | 50.29 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.3 | $203M | +2% | 3.6M | 56.80 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $199M | +18% | 771k | 258.05 |
|
| Abbott Laboratories (ABT) | 0.3 | $198M | +3% | 1.6M | 125.29 |
|
| Cisco Systems (CSCO) | 0.3 | $198M | +2% | 2.6M | 77.03 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $194M | +10% | 3.6M | 53.82 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.3 | $190M | +10% | 2.5M | 75.77 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $190M | 252k | 754.38 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $189M | +28% | 858k | 219.78 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $186M | 451k | 413.50 |
|
|
| Chevron Corporation (CVX) | 0.3 | $184M | -6% | 1.2M | 152.41 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $183M | -8% | 1.4M | 135.14 |
|
| Merck & Co (MRK) | 0.3 | $181M | 1.7M | 105.26 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $175M | +5% | 949k | 184.20 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $174M | +2% | 438k | 396.31 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $170M | +13% | 812k | 209.12 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $168M | 553k | 303.89 |
|
|
| Goldman Sachs (GS) | 0.2 | $164M | +3% | 186k | 879.01 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $163M | 5.4M | 30.04 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $161M | 6.7M | 24.04 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $158M | 4.0M | 39.59 |
|
|
| Blackrock (BLK) | 0.2 | $158M | +5% | 147k | 1070.42 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $157M | 1.6M | 96.03 |
|
|
| Caterpillar (CAT) | 0.2 | $155M | +5% | 271k | 573.13 |
|
| McDonald's Corporation (MCD) | 0.2 | $154M | +4% | 505k | 305.63 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $154M | +4% | 3.1M | 49.90 |
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.2 | $149M | 4.0M | 36.96 |
|
|
| Pepsi (PEP) | 0.2 | $149M | +4% | 1.0M | 143.52 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $149M | -17% | 5.4M | 27.43 |
|
| Ge Aerospace Com New (GE) | 0.2 | $149M | +11% | 482k | 308.03 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $147M | +4% | 824k | 177.75 |
|
| Advanced Micro Devices (AMD) | 0.2 | $145M | +6% | 677k | 214.26 |
|
| salesforce (CRM) | 0.2 | $141M | -16% | 534k | 264.90 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $139M | +11% | 1.7M | 79.73 |
|
| Intuit (INTU) | 0.2 | $138M | 209k | 662.40 |
|
|
| Walt Disney Company (DIS) | 0.2 | $135M | +2% | 1.2M | 113.77 |
|
| Amgen (AMGN) | 0.2 | $135M | 412k | 327.31 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $134M | 287k | 468.77 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $132M | +2% | 536k | 246.17 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $132M | +103% | 759k | 173.49 |
|
| Netflix (NFLX) | 0.2 | $130M | +862% | 1.4M | 93.76 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $130M | +3% | 2.8M | 46.81 |
|
| Waste Management (WM) | 0.2 | $129M | +5% | 586k | 219.71 |
|
| Victory Portfolios Ii Usaa Msci Usa Sm (USVM) | 0.2 | $129M | 1.4M | 91.28 |
|
|
| Chubb (CB) | 0.2 | $128M | +18% | 410k | 312.11 |
|
| Citigroup Com New (C) | 0.2 | $126M | +4% | 1.1M | 116.69 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $125M | 1.3M | 93.97 |
|
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.2 | $125M | +10% | 3.8M | 32.89 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $125M | +20% | 492k | 252.92 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $124M | +3% | 1.6M | 75.44 |
|
| Kla Corp Com New (KLAC) | 0.2 | $124M | +11% | 102k | 1215.16 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.2 | $122M | 4.1M | 29.55 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $122M | -2% | 943k | 129.16 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $121M | +3% | 1.3M | 95.35 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $119M | 262k | 453.33 |
|
|
| Honeywell International (HON) | 0.2 | $118M | +7% | 605k | 195.09 |
|
| Nextera Energy (NEE) | 0.2 | $116M | +5% | 1.4M | 80.28 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $115M | 2.5M | 46.59 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $115M | +4% | 1.2M | 94.15 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $115M | +369% | 799k | 143.97 |
|
| Philip Morris International (PM) | 0.2 | $114M | +106% | 711k | 160.40 |
|
| International Business Machines (IBM) | 0.2 | $111M | +8% | 376k | 296.21 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $111M | 1.1M | 99.91 |
|
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.2 | $110M | +5% | 2.2M | 49.12 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $109M | +35% | 762k | 143.59 |
|
| Stryker Corporation (SYK) | 0.2 | $108M | -3% | 306k | 351.47 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $107M | +15% | 999k | 107.11 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $107M | 3.8M | 28.48 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $107M | 399k | 268.30 |
|
|
| 3M Company (MMM) | 0.2 | $105M | +4% | 653k | 160.10 |
|
| S&p Global (SPGI) | 0.2 | $104M | +2% | 199k | 522.59 |
|
| Emerson Electric (EMR) | 0.2 | $104M | +4% | 784k | 132.72 |
|
| United Rentals (URI) | 0.1 | $102M | -2% | 125k | 809.21 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $101M | +29% | 830k | 121.75 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $101M | 1.2M | 85.37 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $100M | 3.1M | 32.62 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $98M | +5% | 173k | 566.36 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $98M | +5% | 3.3M | 29.36 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $98M | +7% | 91k | 1069.86 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $95M | +110% | 452k | 210.35 |
|
| PNC Financial Services (PNC) | 0.1 | $94M | +87% | 450k | 208.73 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $93M | +7% | 971k | 96.16 |
|
| Wells Fargo & Company (WFC) | 0.1 | $92M | +3% | 992k | 93.20 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $92M | +3% | 535k | 171.18 |
|
| Spdr Series Trust State Street Spd (SPTS) | 0.1 | $89M | +9% | 3.0M | 29.28 |
|
| Teradyne (TER) | 0.1 | $89M | +31% | 459k | 193.55 |
|
| UnitedHealth (UNH) | 0.1 | $88M | 266k | 330.11 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $88M | 378k | 231.32 |
|
|
| Servicenow (NOW) | 0.1 | $87M | +470% | 567k | 153.19 |
|
| PG&E Corporation (PCG) | 0.1 | $87M | +165% | 5.4M | 16.07 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $87M | +22% | 1.1M | 77.88 |
|
| Uber Technologies (UBER) | 0.1 | $86M | +4% | 1.1M | 81.71 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $86M | 610k | 141.06 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $86M | -12% | 244k | 349.99 |
|
| Capital One Financial (COF) | 0.1 | $84M | +5% | 348k | 242.36 |
|
| Qualcomm (QCOM) | 0.1 | $84M | 489k | 171.05 |
|
|
| Analog Devices (ADI) | 0.1 | $83M | 306k | 271.20 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $83M | 860k | 96.27 |
|
|
| Danaher Corporation (DHR) | 0.1 | $83M | +8% | 362k | 228.92 |
|
| Quanta Services (PWR) | 0.1 | $80M | +33% | 190k | 422.09 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $79M | +6% | 132k | 603.34 |
|
| Pfizer (PFE) | 0.1 | $79M | +83% | 3.2M | 24.90 |
|
| Coca-Cola Company (KO) | 0.1 | $79M | +8% | 1.1M | 69.91 |
|
| Booking Holdings (BKNG) | 0.1 | $78M | +9% | 15k | 5355.49 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $78M | -4% | 688k | 113.10 |
|
| Deere & Company (DE) | 0.1 | $77M | +4% | 166k | 465.60 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $77M | +50% | 1.4M | 53.94 |
|
| Medtronic SHS (MDT) | 0.1 | $76M | +12% | 791k | 96.06 |
|
| Campbell Soup Company (CPB) | 0.1 | $75M | +190% | 2.7M | 27.87 |
|
| American Express Company (AXP) | 0.1 | $74M | +6% | 199k | 369.96 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $72M | +16% | 976k | 74.07 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $72M | +6% | 524k | 136.59 |
|
| SJW (HTO) | 0.1 | $71M | 1.4M | 49.00 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $70M | -6% | 145k | 483.68 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $69M | +36% | 1.6M | 43.92 |
|
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.1 | $69M | 2.1M | 32.47 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $68M | 829k | 82.32 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $67M | +5% | 1.8M | 37.40 |
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| Cummins (CMI) | 0.1 | $66M | 130k | 510.43 |
|
|
| Ecolab (ECL) | 0.1 | $66M | 251k | 262.52 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $66M | +79% | 209k | 314.80 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $65M | +7% | 421k | 154.14 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $65M | +3% | 633k | 102.39 |
|
| Cigna Corp (CI) | 0.1 | $65M | +157% | 235k | 275.22 |
|
| Automatic Data Processing (ADP) | 0.1 | $64M | +5% | 250k | 257.23 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $64M | +8% | 85.00 | 753909.55 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $64M | 1.1M | 59.54 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $64M | +80% | 518k | 123.26 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $64M | +17% | 1.2M | 53.36 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $63M | +13% | 938k | 67.13 |
|
| Micron Technology (MU) | 0.1 | $63M | +5% | 220k | 285.41 |
|
| Lowe's Companies (LOW) | 0.1 | $63M | +11% | 260k | 241.17 |
|
| Ge Vernova (GEV) | 0.1 | $62M | +9% | 95k | 653.55 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $62M | -14% | 2.5M | 25.08 |
|
| Spdr Series Trust State Street Spd (SPTM) | 0.1 | $62M | +6% | 746k | 82.50 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $61M | +204% | 704k | 86.29 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $60M | +29% | 1.8M | 34.21 |
|
| Eaton Corp SHS (ETN) | 0.1 | $60M | +11% | 189k | 318.51 |
|
| Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) | 0.1 | $60M | +48% | 2.1M | 28.36 |
|
| Intel Corporation (INTC) | 0.1 | $60M | +2% | 1.6M | 36.90 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $59M | 1.4M | 42.94 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $59M | +18% | 432k | 135.72 |
|
| Roper Industries (ROP) | 0.1 | $58M | +49% | 131k | 445.13 |
|
| Tidewater (TDW) | 0.1 | $58M | +104% | 1.1M | 50.51 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $57M | -26% | 1.2M | 49.65 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $57M | 167k | 342.97 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $57M | +4% | 683k | 83.61 |
|
| Autodesk (ADSK) | 0.1 | $57M | 193k | 295.98 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $57M | +199% | 1.0M | 54.77 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $56M | +4% | 266k | 211.78 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $56M | +17% | 1.7M | 32.57 |
|
| Linde SHS (LIN) | 0.1 | $56M | -36% | 130k | 426.39 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $56M | 2.7M | 20.89 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $55M | +114% | 1.2M | 44.41 |
|
| Verizon Communications (VZ) | 0.1 | $54M | -9% | 1.3M | 40.73 |
|
| Applied Materials (AMAT) | 0.1 | $54M | +5% | 208k | 256.99 |
|
| Steris Shs Usd (STE) | 0.1 | $53M | +116% | 210k | 253.52 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $53M | 596k | 88.49 |
|
|
| Astrazeneca Sponsored Adr | 0.1 | $53M | +6% | 573k | 91.93 |
|
| McKesson Corporation (MCK) | 0.1 | $53M | +12% | 64k | 820.28 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $52M | +73% | 748k | 70.12 |
|
| Norfolk Southern (NSC) | 0.1 | $52M | +3% | 181k | 288.73 |
|
| Metropcs Communications (TMUS) | 0.1 | $52M | +99% | 255k | 203.03 |
|
| United Parcel Service CL B (UPS) | 0.1 | $52M | +27% | 521k | 99.19 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $52M | -9% | 469k | 110.15 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $51M | -23% | 2.1M | 24.37 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $51M | 165k | 309.04 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $51M | +11% | 477k | 106.70 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $51M | +123% | 2.3M | 22.43 |
|
| Xylem (XYL) | 0.1 | $51M | +9% | 371k | 136.18 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $50M | +106% | 619k | 81.03 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $50M | 451k | 110.96 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $50M | 872k | 56.96 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $49M | +9% | 276k | 177.53 |
|
| Progressive Corporation (PGR) | 0.1 | $49M | +11% | 214k | 227.72 |
|
| Synopsys (SNPS) | 0.1 | $49M | +57% | 104k | 469.72 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $49M | 109k | 444.59 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $49M | 501k | 96.88 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $49M | +6% | 1.3M | 38.00 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $48M | -3% | 900k | 53.83 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $48M | +20% | 369k | 131.03 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $48M | 55k | 879.30 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $48M | -4% | 604k | 79.02 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $47M | +373% | 305k | 154.80 |
|
| General Motors Company (GM) | 0.1 | $47M | 579k | 81.32 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $47M | +252% | 883k | 52.88 |
|
| Boeing Company (BA) | 0.1 | $47M | +44% | 214k | 217.12 |
|
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- Cerity Partners 2025 Q4 filed Feb. 11, 2026
- Cerity Partners 2025 Q3 filed Oct. 22, 2025
- Cerity Partners 2025 Q2 filed Aug. 13, 2025
- Cerity Partners 2025 Q1 filed April 30, 2025
- Cerity Partners 2024 Q4 filed Feb. 13, 2025
- Cerity Partners 2024 Q3 filed Nov. 12, 2024
- Cerity Partners 2024 Q2 filed Aug. 13, 2024
- Cerity Partners 2024 Q1 filed May 14, 2024
- Cerity Partners 2023 Q4 filed Jan. 26, 2024
- Cerity Partners 2023 Q3 filed Nov. 14, 2023
- Cerity Partners 2023 Q2 filed Aug. 14, 2023
- Cerity Partners 2023 Q1 filed May 11, 2023
- Cerity Partners 2022 Q4 filed Feb. 15, 2023
- Cerity Partners 2022 Q3 filed Nov. 14, 2022
- Cerity Partners 2022 Q2 filed Aug. 10, 2022
- Cerity Partners 2022 Q1 filed April 25, 2022