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Portfolio (Quarterly) Guide ↗

CERTUITY, LLC

· CIK 0001800752
13F Portfolio $1.6B AUM 587 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 80 New 220 Added 177 Reduced 52 Exited
Page 10 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CME CME GROUP INC Financial Services 1,109.0 $303K 0.02% +123.0 +12.5% $273.22 +9.4%
182 MSM MSC INDL DIRECT INC Industrials 3,581.0 $301K 0.02% +1K +57.8% $84.10 +27.0%
183 KNSL KINSALE CAP GROUP INC Financial Services 760.0 $297K 0.02% +4.0 +0.5% $391.34 -22.4%
184 JHG JANUS HENDERSON GROUP PLC Financial Services 6,172.0 $294K 0.02% +2K +33.1% $47.57 +8.7%
185 RJF RAYMOND JAMES FINL INC Financial Services 1,809.0 $291K 0.02% +188.0 +11.6% $160.63 -3.2%
186 AIG AMERICAN INTL GROUP INC Financial Services 3,349.0 $287K 0.02% +61.0 +1.9% $85.56 -11.0%
187 GEN GEN DIGITAL INC Technology 10,530.0 $286K 0.02% +1K +10.7% $27.19 -14.8%
188 APG API GROUP CORP Industrials 7,406.0 $283K 0.02% +355.0 +5.0% $38.26 +13.0%
189 KR KROGER CO Consumer Defensive 4,500.0 $281K 0.02% +432.0 +10.6% $62.48 +6.9%
190 WELL WELLTOWER INC Real Estate 1,506.0 $280K 0.02% +8.0 +0.5% $185.70 +17.3%
191 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,241.0 $277K 0.02% +151.0 +13.8% $223.23 -34.8%
192 DD DUPONT DE NEMOURS INC Basic Materials 6,801.0 $273K 0.02% +881.0 +14.9% $40.20 +25.9%
193 DGX QUEST DIAGNOSTICS INC Healthcare 1,559.0 $271K 0.02% +348.0 +28.7% $173.53 +8.3%
194 PSA PUBLIC STORAGE OPER CO Real Estate 1,041.0 $270K 0.02% +253.0 +32.1% $259.84 +16.6%
195 AXON AXON ENTERPRISE INC Industrials 474.0 $269K 0.02% +23.0 +5.1% $567.93 -31.0%
196 SAN BANCO SANTANDER SA Financial Services 22,678.0 $266K 0.02% +619.0 +2.8% $11.73 +0.9%
197 EBAY EBAY INC. Consumer Cyclical 3,033.0 $264K 0.02% +77.0 +2.6% $87.13 +30.0%
198 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,297.0 $264K 0.02% +136.0 +11.7% $203.19 +77.9%
199 NVO NOVO-NORDISK A S Healthcare 5,052.0 $257K 0.02% +177.0 +3.6% $50.89 -10.0%
200 SNOW SNOWFLAKE INC Technology 1,168.0 $256K 0.02% +139.0 +13.5% $219.40 -31.3%
Page 10 of 11  ·  220 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.6%
Technology 25.5%
Industrials 9.9%
Communication Services 7.0%
Consumer Cyclical 7.0%
Healthcare 4.0%
Energy 2.1%
Basic Materials 1.9%
Consumer Defensive 1.6%
Real Estate 1.0%