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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 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORP NEW Energy 22,080.0 $3.4M 0.21% -1K -5.6% $152.41 +25.4%
22 JNJ JOHNSON & JOHNSON Healthcare 15,106.0 $3.1M 0.20% -156.0 -1.0% $206.96 +9.5%
23 LLY ELI LILLY & CO Healthcare 2,766.0 $3.0M 0.19% -3K -51.4% $1075.12 -6.4%
24 SCHF SCHWAB STRATEGIC TR 106,494.0 $2.6M 0.16% -21K -16.3% $24.04 +11.8%
25 AMD ADVANCED MICRO DEVICES INC Technology 11,122.0 $2.4M 0.15% -456.0 -3.9% $214.17 +96.6%
26 MRK MERCK & CO INC Healthcare 21,660.0 $2.3M 0.14% -6K -20.3% $105.27 +5.8%
27 DGRS WISDOMTREE TR 45,066.0 $2.2M 0.14% -2K -3.8% $49.62 +11.0%
28 HD HOME DEPOT INC Consumer Cyclical 5,745.0 $2.0M 0.12% -36.0 -0.6% $344.15 -13.6%
29 CRM SALESFORCE INC Technology 6,517.0 $1.7M 0.11% -166.0 -2.5% $264.93 -34.5%
30 EFA ISHARES TR 17,409.0 $1.7M 0.10% -6K -24.0% $96.03 +6.9%
31 DASH DOORDASH INC Communication Services 6,742.0 $1.5M 0.10% -278.0 -4.0% $226.49 -29.7%
32 XLF SELECT SECTOR SPDR TR 27,152.0 $1.5M 0.09% -3K -8.9% $54.77 -5.5%
33 QCOM QUALCOMM INC Technology 8,151.0 $1.4M 0.09% -634.0 -7.2% $171.06 +17.8%
34 IWR ISHARES TR 14,283.0 $1.4M 0.09% -1K -7.0% $96.27 +7.7%
35 ABT ABBOTT LABS Healthcare 10,692.0 $1.3M 0.08% -1K -11.5% $125.30 -29.8%
36 AIQ GLOBAL X FDS 25,410.0 $1.3M 0.08% -1K -4.8% $50.86 +19.4%
37 PG PROCTER AND GAMBLE CO Consumer Defensive 8,961.0 $1.3M 0.08% -1K -13.2% $143.33 -1.2%
38 BK BANK NEW YORK MELLON CORP Financial Services 10,823.0 $1.3M 0.08% -1K -9.1% $116.10 +17.6%
39 COF CAPITAL ONE FINL CORP Financial Services 4,981.0 $1.2M 0.08% -56.0 -1.1% $242.40 -22.8%
40 SPGI S&P GLOBAL INC Financial Services 2,222.0 $1.2M 0.07% -135.0 -5.7% $522.64 -22.9%
Page 2 of 9  ·  177 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%