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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 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ROBT FIRST TR EXCHANGE TRADED FD 12,964.0 $672K 0.04% -824.0 -6.0% $51.87 +3.3%
62 TXN TEXAS INSTRS INC Technology 3,843.0 $667K 0.04% -6K -59.0% $173.57 +77.4%
63 IWP ISHARES TR 4,788.0 $656K 0.04% -140.0 -2.8% $136.94 -0.6%
64 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,932.0 $637K 0.04% -5K -57.5% $162.00 -4.5%
65 INTU INTUIT Technology 954.0 $632K 0.04% -48.0 -4.8% $662.86 -40.9%
66 DOV DOVER CORP Industrials 3,222.0 $629K 0.04% -227.0 -6.6% $195.30 +7.9%
67 SU SUNCOR ENERGY INC NEW Energy 13,806.0 $612K 0.04% -2K -10.0% $44.36 +53.0%
68 LIN LINDE PLC Basic Materials 1,418.0 $605K 0.04% -61.0 -4.1% $426.44 +18.6%
69 GEV GE VERNOVA INC Utilities 915.0 $598K 0.04% -42.0 -4.4% $653.88 +57.8%
70 MCO MOODYS CORP Financial Services 1,162.0 $594K 0.04% -285.0 -19.7% $511.10 -15.7%
71 GWW WW GRAINGER INC Industrials 583.0 $589K 0.04% -35.0 -5.7% $1010.04 +25.6%
72 SBUX STARBUCKS CORP Consumer Cyclical 6,983.0 $588K 0.04% -917.0 -11.6% $84.22 +27.1%
73 PH PARKER-HANNIFIN CORP Industrials 661.0 $582K 0.04% -619.0 -48.4% $879.88 -2.0%
74 BMO BANK MONTREAL QUE Financial Services 4,200.0 $545K 0.03% -278.0 -6.2% $129.81 +17.8%
75 EXPD EXPEDITORS INTL WASH INC Industrials 3,605.0 $537K 0.03% -278.0 -7.2% $149.05 +4.5%
76 HON HONEYWELL INTL INC Industrials 2,626.0 $512K 0.03% -20.0 -0.8% $195.13 +9.7%
77 SO SOUTHERN CO Utilities 5,781.0 $504K 0.03% -300.0 -4.9% $87.20 +6.1%
78 BX BLACKSTONE INC Financial Services 3,268.0 $504K 0.03% -23.0 -0.7% $154.15 -24.6%
79 SHEL SHELL PLC Energy 6,809.0 $500K 0.03% -3K -31.1% $73.48 +17.3%
80 KLAC KLA CORP Technology 410.0 $498K 0.03% -45.0 -9.9% $1215.68 +47.5%
Page 4 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%