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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 9 of 11  ·  220 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HSBC HSBC HLDGS PLC Financial Services 4,496.0 $354K 0.02% +39.0 +0.9% $78.67 +15.3%
162 RKLB ROCKET LAB CORP Industrials 5,038.0 $351K 0.02% +500.0 +11.0% $69.76 +90.0%
163 CCJ CAMECO CORP Energy 3,819.0 $349K 0.02% +21.0 +0.6% $91.49 +17.5%
164 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 14,838.0 $346K 0.02% +290.0 +2.0% $23.31 -6.1%
165 SONY SONY GROUP CORP Technology 13,445.0 $344K 0.02% +445.0 +3.4% $25.60 -13.6%
166 APH AMPHENOL CORP NEW Technology 2,527.0 $342K 0.02% +884.0 +53.8% $135.16 -7.5%
167 DBX DROPBOX INC Technology 12,208.0 $339K 0.02% +4K +57.1% $27.80 -5.8%
168 STT STATE STR CORP Financial Services 2,577.0 $333K 0.02% +350.0 +15.7% $129.03 +19.2%
169 TXG 10X GENOMICS INC Healthcare 20,204.0 $330K 0.02% +904.0 +4.7% $16.31 +31.9%
170 GRMN GARMIN LTD Technology 1,608.0 $326K 0.02% +260.0 +19.3% $202.85 +15.6%
171 CPT CAMDEN PPTY TR Real Estate 2,943.0 $324K 0.02% +382.0 +14.9% $110.08 -5.5%
172 ARGX ARGENX SE Healthcare 384.0 $323K 0.02% +2.0 +0.5% $841.49 -5.0%
173 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,695.0 $321K 0.02% +725.0 +18.3% $68.36 -10.1%
174 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,395.0 $318K 0.02% +1K +19.3% $49.65 -9.7%
175 ZION ZIONS BANCORPORATION N A Financial Services 5,330.0 $312K 0.02% +1K +29.2% $58.54 +2.6%
176 QUAL ISHARES TR 1,570.0 $312K 0.02% +28.0 +1.8% $198.67 +5.9%
177 TKO TKO GROUP HOLDINGS INC Communication Services 1,484.0 $310K 0.02% +46.0 +3.2% $209.04 -7.9%
178 FNB F N B CORP Financial Services 18,135.0 $310K 0.02% +2K +11.0% $17.10 +1.5%
179 USFD US FOODS HLDG CORP Consumer Defensive 4,085.0 $308K 0.02% +874.0 +27.2% $75.33 +11.5%
180 CEG CONSTELLATION ENERGY CORP Utilities 862.0 $305K 0.02% +9.0 +1.1% $353.57 -24.4%
Page 9 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%