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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 7 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITEQ AMPLIFY ETF TR 5,785.0 $336K 0.02% -1K -15.8% $58.05 +7.8%
122 SAP SAP SE Technology 1,378.0 $335K 0.02% -305.0 -18.1% $242.94 -30.2%
123 NUE NUCOR CORP Basic Materials 2,040.0 $333K 0.02% -145.0 -6.6% $163.14 +39.2%
124 PNR PENTAIR PLC Industrials 3,192.0 $333K 0.02% -207.0 -6.1% $104.17 -30.2%
125 TECH BIO-TECHNE CORP Healthcare 5,607.0 $330K 0.02% -407.0 -6.8% $58.81 -26.4%
126 NDSN NORDSON CORP Industrials 1,363.0 $328K 0.02% -250.0 -15.5% $240.54 +14.3%
127 BOTZ GLOBAL X FDS 8,795.0 $319K 0.02% -17K -65.7% $36.23 +9.9%
128 CRL CHARLES RIV LABS INTL INC Healthcare 1,579.0 $315K 0.02% -53.0 -3.2% $199.48 -24.4%
129 O REALTY INCOME CORP Real Estate 5,506.0 $310K 0.02% -2K -31.0% $56.37 +8.4%
130 DLN WISDOMTREE TR 3,518.0 $310K 0.02% -751.0 -17.6% $88.08 +8.0%
131 VCSH VANGUARD SCOTTSDALE FDS 3,710.0 $296K 0.02% -3K -40.5% $79.73 -1.2%
132 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 4,959.0 $293K 0.02% -764.0 -13.3% $59.08 +30.5%
133 SPOT SPOTIFY TECHNOLOGY S A Communication Services 500.0 $291K 0.02% -50.0 -9.1% $581.00 -24.8%
134 VIG VANGUARD SPECIALIZED FUNDS 1,314.0 $289K 0.02% -1K -50.2% $219.78 +4.9%
135 PPH VANECK ETF TRUST 2,786.0 $288K 0.02% -41.0 -1.4% $103.20 -2.0%
136 PLD PROLOGIS INC. Real Estate 2,237.0 $286K 0.02% -88.0 -3.8% $127.69 +10.1%
137 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 3,251.0 $284K 0.02% -1K -28.3% $87.34 +17.0%
138 WMB WILLIAMS COS INC Energy 4,609.0 $277K 0.02% -330.0 -6.7% $60.12 +29.3%
139 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,431.0 $275K 0.02% -3K -31.4% $37.00 -8.8%
140 TTC TORO CO Industrials 3,485.0 $274K 0.02% -2K -33.8% $78.72 +12.7%
Page 7 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%