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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 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SYK STRYKER CORPORATION Healthcare 3,241.0 $1.1M 0.07% -172.0 -5.0% $351.56 -12.7%
42 COP CONOCOPHILLIPS Energy 12,040.0 $1.1M 0.07% -3K -19.7% $93.62 +29.0%
43 ISRG INTUITIVE SURGICAL INC Healthcare 1,917.0 $1.1M 0.07% -63.0 -3.2% $566.65 -25.2%
44 IEMG ISHARES INC 15,700.0 $1.1M 0.07% -112.0 -0.7% $67.22 +19.1%
45 DIS DISNEY WALT CO Communication Services 9,273.0 $1.1M 0.07% -2K -21.0% $113.78 -9.7%
46 EEM ISHARES TR 18,374.0 $1.0M 0.06% -131.0 -0.7% $54.71 +19.9%
47 CMCSA COMCAST CORP NEW Communication Services 33,242.0 $994K 0.06% -31K -48.2% $29.89 -17.1%
48 GILD GILEAD SCIENCES INC Healthcare 8,031.0 $986K 0.06% -65.0 -0.8% $122.74 +6.2%
49 AMGN AMGEN INC Healthcare 2,779.0 $910K 0.06% -294.0 -9.6% $327.38 -1.5%
50 UNH UNITEDHEALTH GROUP INC Healthcare 2,693.0 $889K 0.06% -1K -29.6% $330.17 +16.9%
51 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,513.0 $877K 0.06% -78.0 -4.9% $579.65 -24.4%
52 XBI SPDR SERIES TRUST 7,112.0 $867K 0.06% -3K -31.4% $121.94 +6.5%
53 EMR EMERSON ELEC CO Industrials 6,366.0 $845K 0.05% -412.0 -6.1% $132.74 -0.3%
54 EOG EOG RES INC Energy 7,501.0 $788K 0.05% -2K -20.6% $105.01 +31.8%
55 SCHD SCHWAB STRATEGIC TR 21,945.0 $787K 0.05% -506.0 -2.2% $35.87 -11.6%
56 PEP PEPSICO INC Consumer Defensive 5,315.0 $763K 0.05% -254.0 -4.6% $143.53 +3.6%
57 ZTS ZOETIS INC Healthcare 5,824.0 $733K 0.05% -2K -23.9% $125.82 -40.5%
58 PSX PHILLIPS 66 Energy 5,490.0 $708K 0.04% -266.0 -4.6% $129.04 +34.1%
59 HACK AMPLIFY ETF TR 8,739.0 $702K 0.04% -5K -34.7% $80.37 +11.0%
60 MDB MONGODB INC Technology 1,612.0 $677K 0.04% -58.0 -3.5% $419.90 -23.9%
Page 3 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%