Portfolio (Quarterly)
Guide ↗
CERTUITY, LLC
· CIK 0001800752| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | KMI | KINDER MORGAN INC DEL | Energy | 7,456 | $211K | 0.01% | SOLD |
| 42 | AZO | AUTOZONE INC | Consumer Cyclical | 48 | $208K | 0.01% | SOLD |
| 43 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 923 | $201K | 0.01% | SOLD |
| 44 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 11,351 | $190K | 0.01% | SOLD |
| 45 | OWL | BLUE OWL CAPITAL INC | Financial Services | 11,039 | $187K | 0.01% | SOLD |
| 46 | NVDA PUT | NVIDIA CORPORATION | Technology | 1,000 | $187K | 0.01% | SOLD |
| 47 | — | PALLADYNE AI CORP | — | 20,905 | $180K | 0.01% | SOLD |
| 48 | — | AMCOR PLC | — | 17,544 | $144K | 0.01% | SOLD |
| 49 | LEG | LEGGETT & PLATT INC | Consumer Cyclical | 11,432 | $102K | 0.01% | SOLD |
| 50 | MQ | MARQETA INC | Technology | 14,235 | $75K | 0.01% | SOLD |
| 51 | — | TILRAY BRANDS INC | — | 10,000 | $17K | 0.00% | SOLD |
| 52 | — | SONDER HOLDINGS INC | — | 10,565 | $13K | 0.00% | SOLD |
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%