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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 3 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SG SWEETGREEN INC Consumer Cyclical 302,500.0 $2.0M 0.13% +2K +0.8% $6.76 +21.6%
42 EMLP FIRST TR EXCHANGE-TRADED FD 51,217.0 $1.9M 0.12% +34K +200.7% $37.87 +15.7%
43 CRWD CROWDSTRIKE HLDGS INC Technology 4,099.0 $1.9M 0.12% +228.0 +5.9% $468.80 +27.7%
44 TT TRANE TECHNOLOGIES PLC Industrials 4,767.0 $1.9M 0.12% +142.0 +3.1% $389.23 +19.7%
45 NEM NEWMONT CORP Basic Materials 18,528.0 $1.9M 0.12% +3K +20.6% $99.85 +10.6%
46 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 5,995.0 $1.8M 0.12% +494.0 +9.0% $303.91 +32.9%
47 ACN ACCENTURE PLC IRELAND Technology 6,544.0 $1.8M 0.11% +420.0 +6.9% $268.34 -37.5%
48 MCD MCDONALDS CORP Consumer Cyclical 5,587.0 $1.7M 0.11% +238.0 +4.5% $305.66 -9.6%
49 IAU ISHARES GOLD TR Financial Services 20,894.0 $1.7M 0.11% +1K +6.9% $81.17 +6.0%
50 RMD RESMED INC Healthcare 6,736.0 $1.6M 0.10% +6K +561.7% $240.91 -16.0%
51 HOOD ROBINHOOD MKTS INC Financial Services 14,066.0 $1.6M 0.10% +567.0 +4.2% $113.10 -32.0%
52 CTAS CINTAS CORP Industrials 8,401.0 $1.6M 0.10% +2K +23.1% $188.08 -9.6%
53 GS GOLDMAN SACHS GROUP INC Financial Services 1,789.0 $1.6M 0.10% +56.0 +3.2% $879.11 +8.6%
54 FTEC FIDELITY COVINGTON TRUST 6,826.0 $1.5M 0.10% +718.0 +11.8% $224.68 +20.2%
55 DDLS WISDOMTREE TR 34,394.0 $1.5M 0.09% +12K +53.7% $42.98 +5.5%
56 AMP AMERIPRISE FINL INC Financial Services 2,894.0 $1.4M 0.09% +516.0 +21.7% $490.49 -4.2%
57 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,314.0 $1.4M 0.09% +544.0 +11.4% $257.26 -15.7%
58 MPWR MONOLITHIC PWR SYS INC Technology 1,474.0 $1.3M 0.08% +1K +365.0% $906.59 +71.5%
59 CPRT COPART INC Industrials 32,893.0 $1.3M 0.08% +9K +36.0% $39.15 -16.6%
60 SCHW SCHWAB CHARLES CORP Financial Services 12,518.0 $1.3M 0.08% +415.0 +3.4% $99.91 -8.5%
Page 3 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%