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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 11 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MCO MOODYS CORP Financial Services 1,447.0 $689K 0.05% NEW $476.49 -6.9%
202 INTU INTUIT Technology 1,002.0 $684K 0.05% NEW $683.03 -41.0%
203 DBC INVESCO DB COMMDY INDX TRCK Financial Services 30,270.0 $682K 0.05% NEW $22.53 +40.3%
204 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,181.0 $680K 0.05% NEW $213.75 +0.6%
205 NEE NEXTERA ENERGY INC Utilities 9,149.0 $671K 0.05% NEW $73.37 +27.2%
206 SBUX STARBUCKS CORP Consumer Cyclical 7,900.0 $668K 0.05% NEW $84.60 +26.0%
207 AMAT APPLIED MATLS INC Technology 3,252.0 $666K 0.05% NEW $204.76 +98.7%
208 NEBIUS GROUP N.V. 5,987.0 $666K 0.05% NEW $111.17
209 NET CLOUDFLARE INC Technology 3,099.0 $665K 0.05% NEW $214.59 -6.0%
210 IBM INTERNATIONAL BUSINESS MACHS Technology 2,346.0 $662K 0.04% NEW $282.21 -21.1%
211 SHW SHERWIN WILLIAMS CO Basic Materials 1,909.0 $661K 0.04% NEW $346.27 -12.6%
212 DE DEERE & CO Industrials 1,444.0 $661K 0.04% NEW $457.41 +23.4%
213 VTV VANGUARD INDEX FDS 3,541.0 $660K 0.04% NEW $186.47 +11.1%
214 EMLP FIRST TR EXCHANGE-TRADED FD 17,031.0 $652K 0.04% NEW $38.29 +15.8%
215 SU SUNCOR ENERGY INC NEW Energy 15,340.0 $641K 0.04% NEW $41.81 +66.8%
216 VNQ VANGUARD INDEX FDS 6,999.0 $640K 0.04% NEW $91.42 +4.2%
217 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,473.0 $639K 0.04% NEW $258.38 -6.3%
218 CMI CUMMINS INC Industrials 1,511.0 $638K 0.04% NEW $422.41 +56.1%
219 SCHH SCHWAB STRATEGIC TR 29,539.0 $637K 0.04% NEW $21.57 +8.2%
220 APD AIR PRODS & CHEMS INC Basic Materials 2,329.0 $635K 0.04% NEW $272.63 +7.0%
Page 11 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%