Cerity Partners OCIO LLC
•CIK: 1519611•Filing: Q4 2025
**Cerity Partners OCIO LLC** manages $1.8B across a diversified portfolio of 25 positions. The fund exhibits significant allocations to broad market indices and sector leaders, notably holding VOO at $409.0M and XLK at $239.6M. Further diversification is evident with substantial positions in international and fixed income assets, including VT ($225.3M) and IEF ($198.2M). This structure suggests a core mandate focused on capturing global equity growth while maintaining defensive ballast.
Total AUM
$1.8B
QoQ Performance
-7.8%
Positions
12
Top 10 Concentration
93.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
XLK
VT
IEF
BWX
SCHP
IEMG
GQ9
VOO22.6%
XLK13.3%
VT12.5%
IEF11.0%
BWX9.3%
SCHP6.5%
IEMG5.4%
GQ95.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.4%
ETF22.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑9 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024