Latest Cerity Partners LLC Stock Portfolio

Cerity Partners LLC Performance:

2025 Q4: 0.54%YTD: 12.19%2024: 60.73%

Performance for 2025 Q4 is 0.54%, and YTD is 12.19%, and 2024 is 60.73%.

About Cerity Partners LLC and 13F Hedge Fund Stock Holdings

Cerity Partners LLC is a hedge fund based in New York, NY. On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Cerity Partners LLC reported an equity portfolio of $68.6 Billions as of 31 Dec, 2025.

The top stock holdings of Cerity Partners LLC are VB, AAPL, NVDA. The fund has invested 4.3% of it's portfolio in VANGUARD INDEX FDS and 3.6% of portfolio in APPLE INC.

The fund managers got completely rid off UNILEVER PLC, GRID DYNAMICS HLDGS INC (GDYN) and INTERPUBLIC GROUP COS INC (IPG) stocks. They significantly reduced their stock positions in UNIFIRST CORP MASS (UNF), MOLINA HEALTHCARE INC (MOH) and ALEXANDRIA REAL ESTATE EQ IN (ARE). Cerity Partners LLC opened new stock positions in UNILEVER PLC, GOLDMAN SACHS ETF TR (GBUY) and PATHWARD FINANCIAL INC (CASH). The fund showed a lot of confidence in some stocks as they added substantially to STRIDE INC (LRN), GOLDMAN SACHS ETF TR (GBUY) and SPDR INDEX SHS FDS (CWI).

Cerity Partners LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cerity Partners LLC made a return of 0.54% in the last quarter. In trailing 12 months, it's portfolio return was 12.19%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc	40,922,300
goldman sachs etf tr	33,002,600
figma inc	28,961,000
ishares tr	23,951,200

New stocks bought by Cerity Partners LLC

Additions

Ticker	% Inc.
goldman sachs etf tr	7,735
listed fds tr	4,174
block inc	1,507
ishares tr	1,451
select sector spdr tr	1,056
netflix inc	829
select sector spdr tr	603
las vegas sands corp	482

Additions to existing portfolio by Cerity Partners LLC

Reductions

Ticker	% Reduced
etf ser solutions	-45.56
marsh & mclennan cos inc	-41.17
linde plc	-36.59
dimensional etf trust	-33.98
otis worldwide corp	-29.02
veeva sys inc	-27.82
ishares bitcoin trust etf	-26.53
schwab strategic tr	-23.73

Cerity Partners LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Cerity Partners LLC

Sector Distribution

Cerity Partners LLC has about 47% of it's holdings in Others sector.

Sector	%
Others	47
Technology	17.1
Financial Services	6.5
Healthcare	6.3
Consumer Cyclical	5.4
Communication Services	5.1
Industrials	4.8
Consumer Defensive	3.7
Energy	1.4
Utilities	1.3

Market Cap. Distribution

Cerity Partners LLC has about 48.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	47.1
MEGA-CAP	27.8
LARGE-CAP	20.6
MID-CAP	3.4

Stocks belong to which Index?

About 48.4% of the stocks held by Cerity Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	51.6
S&P 500	46.1
RUSSELL 2000	2.3

Top 5 Winners (%)		%
PRAX	praxis precision medicines i	392.4 %
OMER	omeros corp	283.7 %
RANI	rani therapeutics hldgs inc	170.1 %
IRWD	ironwood pharmaceuticals inc	157.1 %
NUVB	nuvation bio inc	141.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	242.0 M
GOOG	alphabet inc	232.1 M
LLY	eli lilly & co	219.4 M
AAPL	apple inc	172.4 M
SPY	spdr s&p 500 etf tr	162.9 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.4 %
MVO	mv oil tr	-78.2 %
NOW	servicenow inc	-74.6 %
AKTX	akari therapeutics plc	-71.4 %
OPAD	offerpad solutions inc	-69.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-795.5 M
NOW	servicenow inc	-255.7 M
MSFT	microsoft corp	-128.4 M
ORCL	oracle corp	-97.1 M
META	meta platforms inc	-73.8 M

Cerity Partners LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cerity Partners LLC

Cerity Partners LLC has 2828 stocks in it's portfolio. About 25.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Cerity Partners LLC last quarter.

Last Reported on: 11 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.61	9,120,630	2,479,410,000	added	3.64

AAXJ	ishares tr	0.34	1,954,660	233,288,000	added	5.86

AAXJ	ishares tr	0.16	999,229	107,048,000	added	15.14

AAXJ	ishares tr	0.09	938,202	62,981,500	added	13.23

AAXJ	ishares tr	0.07	469,143	51,676,100	reduced	-9.37

AAXJ	ishares tr	0.07	477,090	50,905,400	added	11.76

AAXJ	ishares tr	0.07	871,899	49,663,300	added	0.14

AAXJ	ishares tr	0.07	882,955	46,690,600	added	252

AAXJ	ishares tr	0.06	265,663	37,588,600	reduced	-5.1

AAXJ	ishares tr	0.04	517,315	27,872,900	added	1,451

AAXJ	ishares tr	0.04	773,617	23,951,200	new

AAXJ	ishares tr	0.03	134,618	17,342,900	added	8.99

AAXJ	ishares tr	0.03	180,912	17,226,500	reduced	-14.9

AAXJ	ishares tr	0.02	273,545	16,784,700	added	214

ABBV	abbvie inc	0.40	1,199,680	274,108,000	added	5.49

ABNB	airbnb inc	0.09	431,905	58,618,300	added	18.39

ABT	abbott labs	0.29	1,579,650	197,911,000	added	3.22

ACIO	etf ser solutions	0.03	317,955	18,727,600	reduced	-45.56

ACN	accenture plc ireland	0.16	398,787	106,996,000	reduced	-0.71

ACWF	ishares tr	0.32	4,835,530	220,579,000	added	5.09