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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VYM VANGUARD WHITEHALL FDS 1,464.0 $210K 0.01% NEW $143.52 +8.5%
62 NVST ENVISTA HOLDINGS CORPORATION Healthcare 9,497.0 $206K 0.01% NEW $21.71 +9.9%
63 FISV FISERV INC Technology 3,059.0 $205K 0.01% NEW $67.17 -20.4%
64 A AGILENT TECHNOLOGIES INC Healthcare 1,507.0 $205K 0.01% NEW $136.13 -17.9%
65 ALLY ALLY FINL INC Financial Services 4,517.0 $205K 0.01% NEW $45.29 -7.3%
66 ROL ROLLINS INC Consumer Cyclical 3,398.0 $204K 0.01% NEW $60.03 -11.0%
67 REGCO REGENCY CTRS CORP Real Estate 2,937.0 $203K 0.01% NEW $69.04 -67.3%
68 MET METLIFE INC Financial Services 2,564.0 $202K 0.01% NEW $78.94 +0.3%
69 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,946.0 $202K 0.01% NEW $103.67 -8.4%
70 QLYS QUALYS INC Technology 1,512.0 $201K 0.01% NEW $132.94 -34.8%
71 JEPI J P MORGAN EXCHANGE TRADED F 3,506.0 $201K 0.01% NEW $57.25 -2.4%
72 EW EDWARDS LIFESCIENCES CORP Healthcare 2,353.0 $201K 0.01% NEW $85.25 -4.6%
73 MTB M & T BK CORP Financial Services 994.0 $200K 0.01% NEW $201.61 +2.1%
74 CSX CSX CORP Industrials 5,525.0 $200K 0.01% NEW $36.25 +26.7%
75 SHC SOTERA HEALTH CO Healthcare 10,684.0 $188K 0.01% NEW $17.64 -12.2%
76 NVCR NOVOCURE LTD Healthcare 11,022.0 $143K 0.01% NEW $12.93 +39.6%
77 JAMF HLDG CORP 10,706.0 $139K 0.01% NEW $13.01
78 AREC AMERICAN RES CORP Energy 15,823.0 $39K 0.00% NEW $2.48 -11.3%
79 GETY GETTY IMAGES HOLDINGS INC Communication Services 24,967.0 $33K 0.00% NEW $1.34 -46.6%
80 OFF THE HOOK YS INC 11,060.0 $23K 0.00% NEW $2.09
Page 4 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%