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Portfolio (Quarterly) Guide ↗

CERTUITY, LLC

· CIK 0001800752
13F Portfolio $1.5B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 559 New
Page 10 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHD SCHWAB STRATEGIC TR 22,451.0 $799K 0.06% NEW $35.57 -9.8%
182 ADSK AUTODESK INC Technology 2,513.0 $798K 0.06% NEW $317.67 -23.1%
183 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 9,226.0 $783K 0.05% NEW $84.88 +27.2%
184 PSX PHILLIPS 66 Energy 5,756.0 $783K 0.05% NEW $136.02 +32.2%
185 PEP PEPSICO INC Consumer Defensive 5,569.0 $782K 0.05% NEW $140.43 +6.1%
186 NTAP NETAPP INC Technology 6,581.0 $780K 0.05% NEW $118.46 +1.8%
187 PM PHILIP MORRIS INTL INC Consumer Defensive 4,802.0 $779K 0.05% NEW $162.19 +18.1%
188 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,591.0 $772K 0.05% NEW $485.13 -8.9%
189 ASML ASML HOLDING N V Technology 795.0 $770K 0.05% NEW $968.16 +50.7%
190 SMMD ISHARES TR 10,298.0 $759K 0.05% NEW $73.73 +13.5%
191 VOOV VANGUARD ADMIRAL FDS INC 3,806.0 $759K 0.05% NEW $199.45 +8.7%
192 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5,342.0 $752K 0.05% NEW $140.79 +45.0%
193 IVW ISHARES TR 6,127.0 $740K 0.05% NEW $120.71 +11.4%
194 VB VANGUARD INDEX FDS 2,897.0 $737K 0.05% NEW $254.28 +9.7%
195 ROBT FIRST TR EXCHANGE TRADED FD 13,788.0 $729K 0.05% NEW $52.89 +0.8%
196 SHEL SHELL PLC Energy 9,887.0 $707K 0.05% NEW $71.53 +23.9%
197 MRVL MARVELL TECHNOLOGY INC Technology 8,359.0 $703K 0.05% NEW $84.07 +100.9%
198 LIN LINDE PLC Basic Materials 1,479.0 $703K 0.05% NEW $475.16 +7.5%
199 IWP ISHARES TR 4,928.0 $702K 0.05% NEW $142.41 -5.2%
200 EMB ISHARES TR 7,276.0 $693K 0.05% NEW $95.19 -1.0%
Page 10 of 28  ·  559 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 39.3%
Technology 24.3%
Industrials 10.2%
Communication Services 7.4%
Consumer Cyclical 7.0%
Healthcare 4.1%
Energy 2.6%
Basic Materials 1.8%
Consumer Defensive 1.7%
Real Estate 1.2%