BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 1 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 TTE TOTALENERGIES SE Energy 14,382 $858K 0.06% SOLD
2 MSFT PUT MICROSOFT CORP Technology 1,000 $518K 0.04% SOLD
3 JMTG J P MORGAN EXCHANGE TRADED F 9,995 $510K 0.04% SOLD
4 CMF ISHARES TR 8,755 $499K 0.03% SOLD
5 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,295 $410K 0.03% SOLD
6 ETSY INC 5,608 $372K 0.03% SOLD
7 MOH MOLINA HEALTHCARE INC Healthcare 1,910 $365K 0.03% SOLD
8 BLOCK INC 4,804 $347K 0.02% SOLD
9 CAG CONAGRA BRANDS INC Consumer Defensive 18,503 $339K 0.02% SOLD
10 OC OWENS CORNING NEW Industrials 2,259 $320K 0.02% SOLD
11 MHK MOHAWK INDS INC Consumer Cyclical 2,451 $316K 0.02% SOLD
12 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,169 $314K 0.02% SOLD
13 HIW HIGHWOODS PPTYS INC Real Estate 9,801 $312K 0.02% SOLD
14 PPG PPG INDS INC Basic Materials 2,927 $308K 0.02% SOLD
15 SOXL DIREXION SHS ETF TR 8,003 $279K 0.02% SOLD
16 SAM BOSTON BEER INC Consumer Defensive 1,305 $276K 0.02% SOLD
17 LOPE GRAND CANYON ED INC Consumer Defensive 1,248 $274K 0.02% SOLD
18 ENB ENBRIDGE INC Energy 5,360 $270K 0.02% SOLD
19 RACE FERRARI N V Consumer Cyclical 552 $268K 0.02% SOLD
20 IRM IRON MTN INC DEL Real Estate 2,619 $267K 0.02% SOLD
Page 1 of 3  ·  52 positions
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%