Long-term investor
Cerity Partners Ocio LLC @ceritypartnersociollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001519611).
Record
- Tracked since 2025-06-30 (445 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +4.1% · 6 months n/a · 1 year +9.1% · all +9.1%
- Max drawdown n/a · win rate 50% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SMH · 19.2% · long · since 2026-06-30
- BBJP · 8.9% · long · since 2026-06-30
- IEF · 8.7% · long · since 2025-06-30
- BWX · 8.6% · long · since 2025-06-30
- VOO · 7.9% · long · since 2025-06-30
- SCHP · 7.5% · long · since 2025-06-30
- IEMG · 7.2% · long · since 2025-12-31
- VT · 7.0% · long · since 2025-06-30
- GLD · 5.0% · long · since 2025-06-30
- IVV · 4.5% · long · since 2026-06-30
- EIPX · 3.7% · long · since 2025-06-30
- EMLP · 3.6% · long · since 2025-06-30