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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 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KHC KRAFT HEINZ CO Consumer Defensive 9,904.0 $240K 0.01% NEW $24.25 -3.9%
42 AGCO AGCO CORP Industrials 2,256.0 $235K 0.01% NEW $104.32 +8.6%
43 ELAN ELANCO ANIMAL HEALTH INC Healthcare 10,247.0 $232K 0.01% NEW $22.63 -4.4%
44 TOL TOLL BROTHERS INC Consumer Cyclical 1,710.0 $231K 0.01% NEW $135.22 -2.4%
45 GLPI GAMING & LEISURE PPTYS INC Real Estate 5,086.0 $227K 0.01% NEW $44.69 +4.9%
46 ORI OLD REP INTL CORP Financial Services 4,962.0 $226K 0.01% NEW $45.64 -14.2%
47 IVZ INVESCO LTD Financial Services 8,583.0 $225K 0.01% NEW $26.27 +5.6%
48 ALB ALBEMARLE CORP Basic Materials 1,587.0 $225K 0.01% NEW $141.46 +27.5%
49 AGO ASSURED GUARANTY LTD Financial Services 2,496.0 $224K 0.01% NEW $89.87 -16.7%
50 ITT ITT INC Industrials 1,292.0 $224K 0.01% NEW $173.59 +16.9%
51 PAYC PAYCOM SOFTWARE INC Technology 1,400.0 $223K 0.01% NEW $159.38 -16.2%
52 UNM UNUM GROUP Financial Services 2,879.0 $223K 0.01% NEW $77.50 +4.4%
53 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,435.0 $222K 0.01% NEW $50.02 -27.7%
54 ALL ALLSTATE CORP Financial Services 1,059.0 $220K 0.01% NEW $208.15 +4.4%
55 CGNX COGNEX CORP Technology 6,123.0 $220K 0.01% NEW $35.98 +78.6%
56 RSG REPUBLIC SVCS INC Industrials 1,035.0 $219K 0.01% NEW $211.99 -1.6%
57 BBJP J P MORGAN EXCHANGE TRADED F 3,324.0 $219K 0.01% NEW $65.91 +12.4%
58 CNC CENTENE CORP DEL Healthcare 5,245.0 $218K 0.01% NEW $41.59 +41.1%
59 WWD WOODWARD INC Industrials 708.0 $214K 0.01% NEW $302.35 +20.9%
60 MAA MID-AMER APT CMNTYS INC Real Estate 1,535.0 $213K 0.01% NEW $138.91 -8.4%
Page 3 of 4  ·  80 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%