Institutional manager
Cerity Partners LLC
Holds positions in 487 of the S&P 500, worth $35.5bn as reported for the quarter ended 31-mar-2026.
Positions held487of 488 index companies covered
Reported value$35.5bnS&P 500 positions only
Top ten weight44%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 487 held. The rest are smaller than every one of these.
State Street CorporationSTT40.0m$3.26bnFinancialsApple Inc.AAPL9.4m$2.38bnInformation TechnologyNvidiaNVDA13.0m$2.27bnInformation TechnologyAlphabet Inc. (Class A)GOOGL6.9m$1.99bnCommunication ServicesMicrosoftMSFT4.1m$1.52bnInformation TechnologyAmazonAMZN5.0m$1.03bnConsumer DiscretionaryBroadcomAVGO3.0m$934mInformation TechnologyProcter & GamblePG6.2m$895mConsumer StaplesMeta PlatformsMETA1.2m$688mCommunication ServicesLilly (Eli)LLY732,549$674mHealth CareJPMorgan ChaseJPM2.1m$616mFinancialsInvescoIVZ1.5m$475mFinancialsJohnson & JohnsonJNJ1.8m$451mHealth CareBerkshire HathawayBRK.B808,660$446mFinancialsCostcoCOST433,645$432mConsumer StaplesWalmartWMT3.1m$390mConsumer StaplesExxonMobilXOM2.2m$372mEnergyVisa Inc.V1.1m$347mFinancialsGoldman SachsGS3.2m$307mFinancialsAbbVieABBV1.2m$264mHealth CareChevron CorporationCVX1.3m$259mEnergyHome Depot (The)HD777,287$256mConsumer DiscretionaryTJX CompaniesTJX1.6m$252mConsumer DiscretionaryRTX CorporationRTX1.2m$233mIndustrialsTesla, Inc.TSLA612,977$228mConsumer DiscretionaryCiscoCSCO2.6m$202mInformation TechnologyBank of AmericaBAC4.1m$201mFinancialsIllinois Tool WorksITW760,289$198mIndustrialsMastercardMA395,703$198mFinancialsMerck & Co.MRK1.6m$197mHealth CareCaterpillar Inc.CAT275,414$195mIndustrialsAmphenolAPH1.4m$178mInformation TechnologyOracle CorporationORCL1.2m$172mInformation TechnologyPalo Alto NetworksPANW1.0m$166mInformation TechnologyAbbott LaboratoriesABT1.6m$163mHealth CarePepsiCoPEP1.0m$161mConsumer StaplesBlackRockBLK166,688$160mFinancialsMcDonald'sMCD515,095$160mConsumer DiscretionaryAmgenAMGN433,555$153mHealth CareGE AerospaceGE537,505$153mIndustrialsKLA CorporationKLAC100,273$148mInformation TechnologyNetflixNFLX1.5m$145mCommunication ServicesChubb LimitedCB423,812$138mFinancialsNextEra EnergyNEE1.5m$138mUtilitiesAdvanced Micro DevicesAMD662,704$135mInformation TechnologyWaste ManagementWM579,392$133mIndustrialsCharles Schwab CorporationSCHW1.4m$133mFinancialsVertex PharmaceuticalsVRTX296,654$132mHealth CarePalantir TechnologiesPLTR866,938$127mInformation TechnologyCitigroupC1.1m$125mFinancialsWalt Disney Company (The)DIS1.2m$117mCommunication ServicesCrowdStrikeCRWD291,489$114mInformation TechnologySalesforceCRM601,125$112mInformation TechnologyIBMIBM460,315$112mInformation TechnologyLam ResearchLRCX491,086$105mInformation TechnologyAnalog DevicesADI328,689$105mInformation TechnologyEmerson ElectricEMR789,721$103mIndustrialsStryker CorporationSYK314,456$103mHealth CareQuanta ServicesPWR182,483$100mIndustrialsLockheed MartinLMT165,139$100mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.