Cerity Partners OCIO LLC
Cerity Partners OCIO LLC reported 28 positions worth $1.98B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SMH (19.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SMH | SH | $378.6M | 19.16% | 577,281 | — | — | |
| ▸ 2 | BBJP | SH | $175.9M | 8.90% | 2,335,864 | — | — | |
| ▸ 3 | IEF | SH | $171.9M | 8.70% | 1,817,337 | — | — | |
| ▸ 4 | BWX | SH | $169.4M | 8.57% | 7,812,961 | — | — | |
| ▸ 5 | VOO | SH | $156.6M | 7.93% | 228,001 | — | — | |
| ▸ 6 | SCHP | SH | $149.0M | 7.54% | 5,620,759 | — | — | |
| ▸ 7 | IEMG | SH | $142.3M | 7.20% | 1,717,584 | — | — | |
| ▸ 8 | VT | SH | $137.5M | 6.96% | 876,239 | — | — | |
| ▸ 9 | GLD | SH | $99.0M | 5.01% | 268,796 | — | — | |
| ▸ 10 | IVV | SH | $88.6M | 4.49% | 118,343 | — | — |
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Frequently Asked Questions
What stocks does Cerity Partners OCIO LLC hold as of Q2 2026?
Cerity Partners OCIO LLC reported 28 positions worth $1.98B in its Q2 2026 13F filing. Largest positions: SMH (19.2%), BBJP (8.9%), IEF (8.7%), BWX (8.6%) and VOO (7.9%).
What did Cerity Partners OCIO LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cerity Partners OCIO LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.