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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 12 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VXUS VANGUARD STAR FDS 8,582.0 $630K 0.04% NEW $73.46 +12.7%
222 ACWI ISHARES TR 4,514.0 $624K 0.04% NEW $138.24 +10.8%
223 BLK BLACKROCK INC Financial Services 533.0 $621K 0.04% NEW $1165.67 -11.1%
224 TTD THE TRADE DESK INC Technology 12,586.0 $617K 0.04% NEW $49.01 -54.6%
225 ROBO EXCHANGE TRADED CONCEPTS TRU 9,302.0 $610K 0.04% NEW $65.56 +25.9%
226 CI THE CIGNA GROUP Healthcare 2,115.0 $610K 0.04% NEW $288.22 +1.1%
227 CORT CORCEPT THERAPEUTICS INC Healthcare 7,233.0 $601K 0.04% NEW $83.11 -33.7%
228 KKR KKR & CO INC Financial Services 25,000.0 $601K 0.04% NEW $24.04 +299.3%
229 CDNS CADENCE DESIGN SYSTEM INC Technology 1,687.0 $593K 0.04% NEW $351.23 -3.7%
230 GWW GRAINGER W W INC Industrials 618.0 $589K 0.04% NEW $952.41 +32.8%
231 GEV GE VERNOVA INC Utilities 957.0 $588K 0.04% NEW $614.79 +64.6%
232 VV VANGUARD INDEX FDS 1,897.0 $584K 0.04% NEW $307.86 +9.6%
233 BMO BANK MONTREAL QUE Financial Services 4,478.0 $583K 0.04% NEW $130.25 +18.3%
234 TRGP TARGA RES CORP Energy 3,478.0 $583K 0.04% NEW $167.54 +64.0%
235 PHM PULTE GROUP INC Consumer Cyclical 4,394.0 $581K 0.04% NEW $132.14 -15.4%
236 SO SOUTHERN CO Utilities 6,081.0 $576K 0.04% NEW $94.77 -1.1%
237 DOV DOVER CORP Industrials 3,449.0 $575K 0.04% NEW $166.79 +26.4%
238 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,867.0 $570K 0.04% NEW $305.45 +1.9%
239 G GENPACT LIMITED Technology 13,602.0 $570K 0.04% NEW $41.89 -25.2%
240 VIG VANGUARD SPECIALIZED FUNDS 2,639.0 $569K 0.04% NEW $215.79 +6.3%
Page 12 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%