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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 2 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ACWX ISHARES TR 54,638.0 $3.7M 0.23% +2K +4.7% $67.13 +10.5%
22 SCHV SCHWAB STRATEGIC TR 120,104.0 $3.6M 0.22% +50K +71.0% $29.61 +10.0%
23 WMT WALMART INC Consumer Defensive 31,697.0 $3.5M 0.22% +301.0 +1.0% $111.41 +18.0%
24 NFLX NETFLIX INC Communication Services 34,594.0 $3.3M 0.21% +31K +796.5% $94.74 -7.8%
25 PLTR PALANTIR TECHNOLOGIES INC Technology 16,878.0 $3.0M 0.19% +588.0 +3.6% $177.76 -25.3%
26 CAT CATERPILLAR INC Industrials 5,147.0 $2.9M 0.19% +56.0 +1.1% $572.96 +54.5%
27 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,439.0 $2.9M 0.18% +941.0 +17.1% $453.39 -4.0%
28 SYF SYNCHRONY FINANCIAL Financial Services 34,828.0 $2.9M 0.18% +956.0 +2.8% $83.43 -15.1%
29 ADBE ADOBE INC Technology 7,906.0 $2.8M 0.17% +2K +23.5% $350.02 -29.5%
30 VUG VANGUARD INDEX FDS 5,551.0 $2.7M 0.17% +59.0 +1.1% $487.89 -82.1%
31 QQQM INVESCO EXCH TRADED FD TR II 10,403.0 $2.6M 0.17% +496.0 +5.0% $252.94 +15.6%
32 WTV WISDOMTREE TR 27,799.0 $2.6M 0.16% +26K +1152.2% $93.30 +6.2%
33 AXP AMERICAN EXPRESS CO Financial Services 6,747.0 $2.5M 0.16% +4K +146.3% $369.99 -15.8%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 455.0 $2.4M 0.15% +53.0 +13.2% $5356.05 -97.1%
35 M MACYS INC Consumer Cyclical 109,113.0 $2.4M 0.15% +5K +5.0% $22.05 -16.0%
36 TJX TJX COS INC NEW Consumer Cyclical 15,493.0 $2.4M 0.15% +223.0 +1.5% $153.61 -3.2%
37 RDVY FIRST TR EXCHANGE TRADED FD 34,224.0 $2.4M 0.15% +8K +31.4% $69.47 +5.9%
38 VWO VANGUARD INTL EQUITY INDEX F 42,802.0 $2.3M 0.14% +27K +162.7% $53.76 +9.1%
39 XLK SELECT SECTOR SPDR TR 15,449.0 $2.2M 0.14% +7K +80.5% $143.98 +22.9%
40 KO COCA COLA CO Consumer Defensive 30,670.0 $2.1M 0.14% +3K +12.2% $69.91 +15.1%
Page 2 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%