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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 8 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WING WINGSTOP INC Consumer Cyclical 1,145.0 $273K 0.02% -162.0 -12.4% $238.63 -46.9%
142 OLED UNIVERSAL DISPLAY CORP Technology 2,316.0 $271K 0.02% -240.0 -9.4% $116.81 -23.1%
143 MELI MERCADOLIBRE INC Consumer Cyclical 133.0 $268K 0.02% -10.0 -7.0% $2017.08 -22.5%
144 SCHH SCHWAB STRATEGIC TR 12,811.0 $268K 0.02% -17K -56.6% $20.89 +10.9%
145 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 952.0 $266K 0.02% -47.0 -4.7% $279.14 -9.3%
146 FDS FACTSET RESH SYS INC Financial Services 914.0 $265K 0.02% -24.0 -2.6% $290.46 -22.7%
147 IWN ISHARES TR 1,459.0 $264K 0.02% -261.0 -15.2% $181.27 +13.7%
148 XLC SELECT SECTOR SPDR TR 2,225.0 $262K 0.02% -1K -35.0% $117.72 -0.4%
149 ET ENERGY TRANSFER L P Energy 15,834.0 $261K 0.02% -6K -27.5% $16.49 +23.1%
150 BROWN FORMAN CORP 9,749.0 $254K 0.02% -304.0 -3.0% $26.06
151 CF CF INDS HLDGS INC Basic Materials 3,222.0 $249K 0.02% -25.0 -0.8% $77.34 +61.7%
152 AEP AMERICAN ELEC PWR CO INC Utilities 2,149.0 $248K 0.02% -328.0 -13.2% $115.32 +9.4%
153 MSI MOTOROLA SOLUTIONS INC Technology 645.0 $247K 0.02% -207.0 -24.3% $383.50 +4.3%
154 SYY SYSCO CORP Consumer Defensive 3,288.0 $242K 0.01% -480.0 -12.7% $73.68 -1.4%
155 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,004.0 $241K 0.01% -50.0 -1.6% $80.31 -5.0%
156 AJG GALLAGHER ARTHUR J & CO Financial Services 878.0 $227K 0.01% -21.0 -2.3% $259.01 -20.2%
157 BLD TOPBUILD CORP Industrials 538.0 $225K 0.01% -17.0 -3.1% $417.51 -4.1%
158 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 13,976.0 $222K 0.01% -2K -9.8% $15.86 +20.1%
159 NSC NORFOLK SOUTHN CORP Industrials 756.0 $219K 0.01% -39.0 -4.9% $289.04 +10.9%
160 TTEK TETRA TECH INC NEW Industrials 6,501.0 $218K 0.01% -2K -21.1% $33.54 -19.1%
Page 8 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%