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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 5 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 REGN REGENERON PHARMACEUTICALS Healthcare 637.0 $492K 0.03% -2K -70.7% $772.41 -20.8%
82 YUM YUM BRANDS INC Consumer Cyclical 3,245.0 $491K 0.03% -33.0 -1.0% $151.30 -0.3%
83 APD AIR PRODS & CHEMS INC Basic Materials 1,983.0 $490K 0.03% -346.0 -14.9% $246.99 +18.7%
84 UNP UNION PAC CORP Industrials 2,093.0 $484K 0.03% -118.0 -5.3% $231.41 +16.8%
85 MINT PIMCO ETF TR 4,819.0 $484K 0.03% -446.0 -8.5% $100.34 +0.2%
86 ROBO EXCHANGE TRADED CONCEPTS TRU 6,950.0 $482K 0.03% -2K -25.3% $69.32 +21.8%
87 GGG GRACO INC Industrials 5,787.0 $474K 0.03% -423.0 -6.8% $81.97 -7.7%
88 BKLN INVESCO EXCH TRADED FD TR II 22,446.0 $471K 0.03% -3K -10.3% $21.00 -2.3%
89 SNPS SYNOPSYS INC Technology 1,003.0 $471K 0.03% -22.0 -2.1% $469.81 +5.6%
90 LMT LOCKHEED MARTIN CORP Industrials 965.0 $467K 0.03% -127.0 -11.6% $483.78 +6.4%
91 ADI ANALOG DEVICES INC Technology 1,686.0 $457K 0.03% -41.0 -2.4% $271.24 +57.2%
92 BUG GLOBAL X FDS 14,950.0 $455K 0.03% -10K -41.0% $30.46 +5.0%
93 NKE NIKE INC Consumer Cyclical 7,017.0 $447K 0.03% -964.0 -12.1% $63.72 -34.9%
94 TTD THE TRADE DESK INC Technology 11,422.0 $434K 0.03% -1K -9.2% $37.96 -43.7%
95 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,556.0 $428K 0.03% -90.0 -5.5% $275.19 +11.1%
96 IBB ISHARES TR 2,501.0 $422K 0.03% -25.0 -1.0% $168.81 -2.3%
97 EIS ISHARES INC 3,719.0 $409K 0.03% -795.0 -17.6% $110.04 +18.8%
98 CENCORA INC 1,211.0 $409K 0.03% -12.0 -1.0% $337.82
99 DG DOLLAR GEN CORP NEW Consumer Defensive 3,080.0 $409K 0.03% -853.0 -21.7% $132.80 -23.7%
100 PYPL PAYPAL HLDGS INC Financial Services 6,950.0 $406K 0.03% -1K -12.7% $58.38 -23.6%
Page 5 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%