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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 13 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TGT TARGET CORP Consumer Defensive 6,053.0 $592K 0.04% +2K +36.8% $97.76 +25.2%
242 DHR DANAHER CORPORATION Healthcare 2,583.0 $591K 0.04% +178.0 +7.4% $228.95 -26.2%
243 PWR QUANTA SVCS INC Industrials 1,399.0 $591K 0.04% +424.0 +43.5% $422.17 +69.6%
244 DFAX DIMENSIONAL ETF TRUST 18,030.0 $590K 0.04% $32.73 +12.5%
245 GWW WW GRAINGER INC Industrials 583.0 $589K 0.04% -35.0 -5.7% $1010.04 +23.7%
246 SBUX STARBUCKS CORP Consumer Cyclical 6,983.0 $588K 0.04% -917.0 -11.6% $84.22 +26.8%
247 ED CONSOLIDATED EDISON INC Utilities 5,880.0 $584K 0.04% +639.0 +12.2% $99.33 +7.2%
248 PH PARKER-HANNIFIN CORP Industrials 661.0 $582K 0.04% -619.0 -48.4% $879.88 -2.6%
249 SCHX SCHWAB STRATEGIC TR 21,384.0 $575K 0.04% $26.91 +8.0%
250 CRUS CIRRUS LOGIC INC Technology 4,810.0 $570K 0.04% +1K +33.7% $118.50 +38.3%
251 CCK CROWN HLDGS INC Consumer Cyclical 5,525.0 $569K 0.04% +3K +113.4% $102.99 -6.4%
252 ABNB AIRBNB INC Consumer Cyclical 4,186.0 $568K 0.04% +2K +109.4% $135.74 -0.8%
253 NEBIUS GROUP N.V. 6,747.0 $565K 0.04% +760.0 +12.7% $83.71
254 RL RALPH LAUREN CORP Consumer Cyclical 1,595.0 $564K 0.04% +261.0 +19.6% $353.61 -6.1%
255 BSX BOSTON SCIENTIFIC CORP Healthcare 5,877.0 $560K 0.04% +494.0 +9.2% $95.35 -40.8%
256 ULTA ULTA BEAUTY INC Consumer Cyclical 916.0 $554K 0.04% +47.0 +5.4% $605.25 -18.8%
257 CASY CASEYS GEN STORES INC Consumer Cyclical 1,001.0 $553K 0.04% NEW $552.71 +56.1%
258 BYD BOYD GAMING CORP Consumer Cyclical 6,470.0 $552K 0.04% +2K +33.0% $85.24 -7.6%
259 TROW PRICE T ROWE GROUP INC Financial Services 5,326.0 $545K 0.03% +48.0 +0.9% $102.40 -0.1%
260 BMO BANK MONTREAL QUE Financial Services 4,200.0 $545K 0.03% -278.0 -6.2% $129.81 +21.8%
Page 13 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%