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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 11 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MRVL MARVELL TECHNOLOGY INC Technology 8,378.0 $712K 0.04% $84.99 +98.8%
202 ZM ZOOM COMMUNICATIONS INC Technology 8,212.0 $709K 0.04% +2K +32.2% $86.30 +14.6%
203 PSX PHILLIPS 66 Energy 5,490.0 $708K 0.04% -266.0 -4.6% $129.04 +39.3%
204 HACK AMPLIFY ETF TR 8,739.0 $702K 0.04% -5K -34.7% $80.37 +13.6%
205 EMB ISHARES TR 7,276.0 $701K 0.04% $96.28 -2.1%
206 IBM INTERNATIONAL BUSINESS MACHS Technology 2,345.0 $695K 0.04% $296.24 -24.8%
207 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,647.0 $678K 0.04% +174.0 +7.0% $256.10 -5.4%
208 HWM HOWMET AEROSPACE INC Industrials 3,302.0 $677K 0.04% +601.0 +22.2% $205.06 +25.3%
209 MDB MONGODB INC Technology 1,612.0 $677K 0.04% -58.0 -3.5% $419.90 -21.4%
210 DBC INVESCO DB COMMDY INDX TRCK Financial Services 30,270.0 $677K 0.04% $22.36 +41.4%
211 VTV VANGUARD INDEX FDS 3,537.0 $676K 0.04% $191.00 +8.4%
212 ROBT FIRST TR EXCHANGE TRADED FD 12,964.0 $672K 0.04% -824.0 -6.0% $51.87 +2.8%
213 NOW SERVICENOW INC Technology 4,357.0 $671K 0.04% +3K +222.5% $154.07 -32.9%
214 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,284.0 $671K 0.04% +417.0 +22.3% $293.69 +5.9%
215 PHM PULTE GROUP INC Consumer Cyclical 5,702.0 $669K 0.04% +1K +29.8% $117.28 -4.7%
216 TXN TEXAS INSTRS INC Technology 3,843.0 $667K 0.04% -6K -59.0% $173.57 +73.2%
217 IWP ISHARES TR 4,788.0 $656K 0.04% -140.0 -2.8% $136.94 -1.4%
218 TRGP TARGA RES CORP Energy 3,477.0 $642K 0.04% $184.50 +48.9%
219 KKR KKR & CO INC Financial Services 25,400.0 $641K 0.04% +400.0 +1.6% $25.23 +280.3%
220 ACWI ISHARES TR 4,514.0 $639K 0.04% $141.49 +8.2%
Page 11 of 30  ·  587 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%