Cerity Partners LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
2,871
Total value ($000)
$68,622,312
Net value change ($000)
+6,955,276 (11.3%)
New positions
283
Sold out positions
188
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSLA 265,928 120.6%
GOOGL 265,901 32.0%
GOOGL 264,098 33.4%
AAPL 256,249 11.5%
TJX 250,427 117.9%
VOO 243,683 9.0%
LLY 235,585 44.8%
SGOV 208,335 111.1%
IVV 198,970 12.9%
NVDA 171,346 7.9%
Top Reduces (Value $000, Stocks/ETFs)
BSV -229,339 -100.0%
ORCL -68,981 -23.0%
PG -67,478 -7.1%
MSFT -57,902 -3.1%
FISV -50,976 -80.2%
HD -46,779 -15.1%
IBIT -44,821 -43.9%
NFLX -42,476 -25.3%
LIN -42,016 -43.1%
IJR -41,501 -8.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 34,057 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type