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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 8 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EVR EVERCORE INC Financial Services 1,244.0 $424K 0.03% +51.0 +4.3% $340.45 +0.2%
142 CVS CVS HEALTH CORP Healthcare 5,249.0 $417K 0.03% +52.0 +1.0% $79.36 +19.8%
143 SLV ISHARES SILVER TR Financial Services 6,466.0 $417K 0.03% +1K +22.0% $64.42 +9.4%
144 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,893.0 $413K 0.03% +686.0 +56.8% $218.02 -22.6%
145 EGP EASTGROUP PPTYS INC Real Estate 2,316.0 $413K 0.03% +523.0 +29.2% $178.14 +13.1%
146 SNA SNAP ON INC Industrials 1,181.0 $407K 0.03% +601.0 +103.6% $344.60 +4.5%
147 VLO VALERO ENERGY CORP Energy 2,462.0 $401K 0.03% +27.0 +1.1% $162.84 +52.5%
148 CLH CLEAN HARBORS INC Industrials 1,699.0 $398K 0.03% +733.0 +75.9% $234.48 +30.3%
149 SWKS SKYWORKS SOLUTIONS INC Technology 6,235.0 $395K 0.03% +360.0 +6.1% $63.41 +10.1%
150 PCTY PAYLOCITY HLDG CORP Technology 2,564.0 $391K 0.03% +179.0 +7.5% $152.50 -27.4%
151 ASTRAZENECA PLC 4,188.0 $385K 0.02% +254.0 +6.5% $91.95
152 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,975.0 $382K 0.02% +252.0 +14.6% $193.43 +3.9%
153 JBHT HUNT J B TRANS SVCS INC Industrials 1,950.0 $379K 0.02% +438.0 +29.0% $194.34 +33.9%
154 PODD INSULET CORP Healthcare 1,321.0 $375K 0.02% +83.0 +6.7% $284.24 -48.4%
155 SCCO SOUTHERN COPPER CORP Basic Materials 2,608.0 $374K 0.02% +45.0 +1.8% $143.47 +22.7%
156 FR FIRST INDL RLTY TR INC Real Estate 6,464.0 $370K 0.02% +1K +19.5% $57.27 +6.9%
157 DCI DONALDSON INC Industrials 4,088.0 $362K 0.02% +819.0 +25.1% $88.67 -7.0%
158 IVE ISHARES TR 1,709.0 $362K 0.02% +13.0 +0.8% $212.07 +5.3%
159 ST SENSATA TECHNOLOGIES HLDG PL Technology 10,848.0 $361K 0.02% +2K +18.1% $33.29 +45.2%
160 CFG CITIZENS FINL GROUP INC Financial Services 6,159.0 $360K 0.02% +1K +23.5% $58.41 +4.6%
Page 8 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%