Cerity Partners LLC

Cerity Partners LLC declares $19.9B in 190 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 24.1% of its $82.7B 13F portfolio. Largest positions: Apple (0.07% of the company) and NVIDIA (0.06% of the company). It is a private wealth platform: it holds shares for many client accounts, so its trades are left out of the quarter's moves on /holders. Over time: $19.9B in 190 of these companies for Q2 2026, against $404.8M in 51 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $781.9M and sold $300.4M of these stocks, at the quarter's prices: a net purchase of $481.5M; 18 new positions and 2 sold out.

Performance of its AI picks

The AI-stock portfolio Cerity Partners LLC declared for Q2 2026 (Form 13F), held unchanged, returned +5.3% in Q3 2026 (SMH -7.1%). Over the last 12 months, quarter after quarter: +28.3% (SMH +87.2%). Over three years, quarter after quarter: +138.0% (SMH +325.8%). Over five years, quarter after quarter: +116.2% (SMH +389.8%). Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Apple (AAPL): $2.8B, 9.6M shares, 0.07% of the company, 3.4% of its portfolio (added this quarter); held since Q4 2023
2. NVIDIA (NVDA): $2.7B, 13.6M shares, 0.06% of the company, 3.3% of its portfolio (added this quarter); held since Q4 2019 or earlier
3. Alphabet (GOOGL): $2.5B, 7.1M shares, 0.06% of the company, 3.0% of its portfolio (added this quarter); held since Q4 2019 or earlier
4. Microsoft (MSFT): $1.5B, 4.1M shares, 0.06% of the company, 1.9% of its portfolio (added this quarter); held since Q4 2019 or earlier
5. Amazon (AMZN): $1.2B, 5.1M shares, 0.05% of the company, 1.5% of its portfolio (added this quarter); held since Q1 2024
6. Broadcom (AVGO): $1.2B, 3.1M shares, 0.06% of the company, 1.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
7. Meta Platforms (META): $709.0M, 1.3M shares, 0.05% of the company, 0.86% of its portfolio (added this quarter); held since Q4 2019 or earlier
8. AMD (AMD): $405.9M, 698,817 shares, 0.04% of the company, 0.49% of its portfolio (added this quarter); held since Q3 2020
9. Palo Alto Networks (PANW): $345.1M, 1.0M shares, 0.12% of the company, 0.42% of its portfolio (trimmed this quarter); held since Q3 2020
10. Micron (MU): $332.9M, 288,481 shares, 0.03% of the company, 0.40% of its portfolio (added this quarter); held since Q4 2019 or earlier
11. KLA (KLAC): $320.4M, 1.1M shares, 0.08% of the company, 0.39% of its portfolio (added this quarter); held since Q2 2022
12. TSMC (TSM): $305.0M, 638,639 shares, 0.01% of the company, 0.37% of its portfolio (added this quarter); held since Q3 2020
13. Cisco (CSCO): $301.4M, 2.6M shares, 0.07% of the company, 0.36% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
14. Caterpillar (CAT): $297.3M, 279,238 shares, 0.06% of the company, 0.36% of its portfolio (added this quarter); held since Q4 2019 or earlier
15. Amphenol (APH): $268.1M, 3.0M shares, 0.12% of the company, 0.32% of its portfolio (added this quarter); held since Q4 2020

By sector

• Cloud & AI giants: $8.8B, 44% of its AI holdings, 6 companies
• Chips & compute: $5.3B, 27% of its AI holdings, 31 companies
• Power, electrical & cooling: $1.5B, 8% of its AI holdings, 42 companies
• AI software: $1.4B, 7% of its AI holdings, 28 companies
• Equipment & test: $1.1B, 5% of its AI holdings, 23 companies
• Interconnect: $680.8M, 3% of its AI holdings, 10 companies
• Memory & storage: $577.6M, 3% of its AI holdings, 6 companies
• Servers & systems: $270.5M, 1% of its AI holdings, 11 companies
• Optics: $178.3M, 1% of its AI holdings, 9 companies
• Neoclouds & data centers: $157.5M, 1% of its AI holdings, 24 companies

Biggest changes this quarter

• added to NVIDIA (NVDA): +$117.3M at the quarter's price
• added to Apple (AAPL): +$69.6M at the quarter's price
• trimmed Sandisk (SNDK): -$44.1M at the quarter's price
• added to Marvell (MRVL): +$44.1M at the quarter's price
• added to Alphabet (GOOGL): +$42.0M at the quarter's price
• added to IBM (IBM): +$38.7M at the quarter's price
• trimmed Salesforce (CRM): -$34.6M at the quarter's price
• added to Micron (MU): +$34.3M at the quarter's price
• added to Amazon (AMZN): +$33.0M at the quarter's price
• added to Meta Platforms (META): +$31.8M at the quarter's price

Other holders of this size

• Chevy Chase Trust Holdings, LLC: $19.8B in 98 of these companies
• STOREBRAND ASSET MANAGEMENT AS: $20.0B in 107 of these companies
• Bank Julius Baer & Co. Ltd, Zurich: $19.8B in 108 of these companies
• Grantham, Mayo, Van Otterloo & Co. LLC: $20.0B in 71 of these companies
• Point72: $19.6B in 128 of these companies
• FIFTH THIRD BANCORP: $20.1B in 207 of these companies
• Baird Financial Group, Inc.: $19.6B in 147 of these companies
• US BANCORP \DE\: $20.1B in 213 of these companies

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