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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 9 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,597.0 $218K 0.01% -2K -39.4% $83.87 +13.9%
162 INDA ISHARES TR 3,951.0 $214K 0.01% -515.0 -11.5% $54.05 -11.4%
163 TER TERADYNE INC Technology 1,096.0 $212K 0.01% -379.0 -25.7% $193.56 +73.7%
164 WDAY WORKDAY INC Technology 982.0 $211K 0.01% -415.0 -29.7% $214.86 -41.4%
165 OKTA OKTA INC Technology 2,424.0 $210K 0.01% -779.0 -24.3% $86.49 -2.2%
166 FERG FERGUSON ENTERPRISES INC Industrials 939.0 $209K 0.01% -82.0 -8.0% $222.71 +0.6%
167 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 593.0 $208K 0.01% -123.0 -17.2% $350.93 +10.3%
168 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,240.0 $206K 0.01% -96.0 -2.9% $63.72 +48.4%
169 FFIV F5 INC Technology 805.0 $205K 0.01% -640.0 -44.3% $255.26 +47.2%
170 GTES GATES INDL CORP PLC Industrials 9,498.0 $204K 0.01% -5K -33.5% $21.47 +14.2%
171 RHI ROBERT HALF INC. Industrials 7,499.0 $204K 0.01% -2K -19.0% $27.16 -6.6%
172 LEIDOS HOLDINGS INC 1,124.0 $203K 0.01% -71.0 -5.9% $180.46
173 EHC ENCOMPASS HEALTH CORP Healthcare 1,891.0 $201K 0.01% -412.0 -17.9% $106.18 +0.6%
174 SNAP SNAP INC Communication Services 19,436.0 $157K 0.01% -4K -15.5% $8.07 -32.1%
175 GTM ZOOMINFO TECHNOLOGIES INC Technology 11,507.0 $117K 0.01% -352.0 -3.0% $10.17 -61.6%
176 LOAN MANHATTAN BRDG CAP INC Real Estate 50,185.0 $50K 0.00% -3K -5.3% $1.00 +319.1%
177 IHRT IHEARTMEDIA INC Communication Services 10,619.0 $44K 0.00% -414.0 -3.8% $4.16 +17.7%
Page 9 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%