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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 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JBL JABIL INC Technology 1,773.0 $404K 0.03% -91.0 -4.9% $228.02 +49.0%
102 CRBN ISHARES TR 1,743.0 $402K 0.03% -364.0 -17.3% $230.58 +8.0%
103 YETI YETI HLDGS INC Consumer Cyclical 9,016.0 $398K 0.03% -1K -12.5% $44.17 -3.4%
104 DUK DUKE ENERGY CORP NEW Utilities 3,320.0 $389K 0.02% -73.0 -2.1% $117.24 +3.2%
105 TMUS T-MOBILE US INC Communication Services 1,907.0 $387K 0.02% -54.0 -2.8% $203.14 -8.8%
106 WDC WESTERN DIGITAL CORP Technology 2,204.0 $380K 0.02% -582.0 -20.9% $172.35 +179.7%
107 CINF CINCINNATI FINL CORP Financial Services 2,310.0 $377K 0.02% -192.0 -7.7% $163.34 +2.6%
108 CAH CARDINAL HEALTH INC Healthcare 1,834.0 $377K 0.02% -15.0 -0.8% $205.59 -2.8%
109 CYTK CYTOKINETICS INC Healthcare 5,889.0 $374K 0.02% -700.0 -10.6% $63.54 +19.4%
110 CI THE CIGNA GROUP Healthcare 1,358.0 $374K 0.02% -757.0 -35.8% $275.27 +4.1%
111 SHE SPDR SERIES TRUST 2,816.0 $372K 0.02% -624.0 -18.1% $132.09 +11.9%
112 VRT VERTIV HOLDINGS CO Industrials 2,295.0 $372K 0.02% -264.0 -10.3% $162.06 +128.9%
113 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,312.0 $372K 0.02% -93.0 -3.9% $160.80 +5.5%
114 FIVE FIVE BELOW INC Consumer Cyclical 1,956.0 $368K 0.02% -192.0 -8.9% $188.39 +13.4%
115 FDX FEDEX CORP Industrials 1,235.0 $357K 0.02% -71.0 -5.4% $288.91 +30.1%
116 CLX CLOROX CO DEL Consumer Defensive 3,538.0 $357K 0.02% -860.0 -19.6% $100.83 -7.9%
117 PGR PROGRESSIVE CORP Financial Services 1,561.0 $356K 0.02% -144.0 -8.4% $227.75 -12.3%
118 RY ROYAL BK CDA Financial Services 2,044.0 $349K 0.02% -264.0 -11.4% $170.55 +7.5%
119 SEIC SEI INVTS CO Financial Services 4,240.0 $348K 0.02% -1K -21.6% $82.02 +10.4%
120 USB US BANCORP DEL Financial Services 6,456.0 $344K 0.02% -190.0 -2.9% $53.36 -0.5%
Page 6 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%