Cerity Partners LLC

CIK 0001566475 · Q2 2026

13F Equity AUM

$82.1B

+15.9% QoQ

Positions

3,229

+193 QoQ

AUM Rank

#125

Top 1%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,854 · Top 58%

vs S&P -2.2%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 15.9%Top 10: 24.2%Top 20: 34.9%

VOO4.4%

AAPL3.4%

NVDA3.3%

IVV2.5%

SPY2.3%

MSFT1.9%

VEA1.9%

GOOGL1.6%

GOOG1.5%

AMZN1.5%

Others (3219)75.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services53.8%

Technology17.9%

Healthcare5.5%

Industrials5.0%

Communication Services4.8%

Consumer Cyclical4.2%

Consumer Defensive3.1%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 3229Median: 0.00%Avg: 0.03%

0–0.5%

3196(57.3%)

0.5–1%

17(11.3%)

1–3%

13(20.3%)

3–5%

3(11.1%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 3,229vs 20 funds

0%Low

3,229

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New345Increased1657Decreased1178Exited153

New Positions

HONEYWELL AEROSPACE …0.1%

+282K

HONEYWELL INTL INC0.1%

+283K

CARNIVAL CORP LTD0.0%

+524K

RVLV0.0%

+387K

THOMSON REUTERS CORP0.0%

+60K

IALT0.0%

+434K

CLOV0.0%

+1.2M

DUOL0.0%

+62K

SPACE EXPLORATION TE…0.0%

+36K

DXIV0.0%

+104K

Increased

VUG0.5%

+4.2M(+602%)

VO0.5%

+4.0M(+301%)

IWF0.7%

+3.4M(+300%)

GTM0.0%

+3.1M(+383%)

BAER0.0%

+2.2M(+1036%)

MGK0.3%

+2.2M(+410%)

VGT0.3%

+1.8M(+703%)

SPAB0.5%

+1.7M(+13%)

TSLA0.3%

+1.2M(+194%)

SPYM0.4%

+1.1M(+49%)

Decreased

OGN0.0%

-1,299,197(-56%)

ANGI0.0%

-1,127,511(-98%)

POCT0.0%

-1,059,832(-69%)

AVEM0.3%

-812,381(-24%)

JBLU0.0%

-761,539(-63%)

SCHX0.7%

-689,239(-4%)

ALIT0.0%

-676,957(-67%)

STIP0.0%

-453,398(-72%)

ONON0.0%

-431,199(-64%)

SCHR0.1%

-378,333(-20%)

Exited

-625,698

-521,596

-331,462

-38,820

-577,387

-81,590

-205,052

TRI

-63,238

AVX

-423,728

N1UA

-4,008

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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