Filing analysis
Cerity Partners LLC
13F-HR · period Q2 2026 · filed Aug 14, 2026
$82.73BReported 13F value
8,447Positions
+314New
1645Increased
1139Reduced
−139Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| HONA Honeywell Aerospace Inc | $62.39M | 0.1% |
| IALT iShares Systematic… | $12.17M | 0.0% |
| FDXF FedEx Freight Holding… | $11.66M | 0.0% |
| GGOV iShares Global Government… | $9.55M | 0.0% |
| RVLV Revolve Group, Inc. | $8.87M | 0.0% |
| DUOL Duolingo, Inc. | $7.07M | 0.0% |
| CLOV Clover Health Investments… | $6.46M | 0.0% |
| SPCX Space Exploration… | $5.71M | 0.0% |
| TRI Thomson Reuters Corporation | $4.89M | 0.0% |
| INFQ Infleqtion Inc | $3.35M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| VOO Vanguard S&P 500 ETF | ▲ Add | +3.1% | $3.63B |
| NVDA NVIDIA Corporation | ▲ Add | +4.5% | $2.72B |
| AAPL Apple Inc. | ▲ Add | +2.6% | $2.78B |
| IVV iShares Core S&P 500 ETF | ▲ Add | +5.3% | $2.10B |
| AMD Advanced Micro Devices, Inc. | ▲ Add | +5.5% | $405.95M |
| GOOGL Alphabet Inc. | ▲ Add | +1.5% | $1.28B |
| SPY State Street SPDR S&P 500 ETF | ▲ Add | +5.4% | $1.66B |
| GOOG Alphabet Inc. | ▲ Add | +1.9% | $1.22B |
| MU Micron Technology, Inc. | ▲ Add | +11.5% | $332.93M |
| LLY Eli Lilly and Company | ▲ Add | +2.0% | $896.63M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.