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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 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 HUM HUMANA INC Healthcare 984 $256K 0.02% SOLD
22 TLT ISHARES TR 2,843 $254K 0.02% SOLD
23 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 824 $245K 0.02% SOLD
24 ACGL ARCH CAP GROUP LTD Financial Services 2,686 $244K 0.02% SOLD
25 IPO RENAISSANCE CAP GREENWICH FD 4,892 $242K 0.02% SOLD
26 GOVT ISHARES TR 10,481 $242K 0.02% SOLD
27 DTE DTE ENERGY CO Utilities 1,686 $238K 0.02% SOLD
28 XEL XCEL ENERGY INC Utilities 2,954 $238K 0.02% SOLD
29 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 6,749 $231K 0.02% SOLD
30 SRE SEMPRA Utilities 2,563 $231K 0.02% SOLD
31 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 2,739 $228K 0.02% SOLD
32 AN AUTONATION INC Consumer Cyclical 1,032 $226K 0.01% SOLD
33 MSCI MSCI INC Financial Services 396 $224K 0.01% SOLD
34 GPC GENUINE PARTS CO Consumer Cyclical 1,617 $224K 0.01% SOLD
35 CUBE CUBESMART Real Estate 5,421 $220K 0.01% SOLD
36 XLY SELECT SECTOR SPDR TR 913 $219K 0.01% SOLD
37 IEI ISHARES TR 1,823 $218K 0.01% SOLD
38 MAR MARRIOTT INTL INC NEW Consumer Cyclical 824 $215K 0.01% SOLD
39 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 468 $213K 0.01% SOLD
40 VNOM VIPER ENERGY INC Energy 5,568 $213K 0.01% SOLD
Page 2 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%