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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 14 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OUSTER INC 18,992.0 $514K 0.04% NEW $27.05
262 ZM ZOOM COMMUNICATIONS INC Technology 6,213.0 $513K 0.04% NEW $82.50 +19.8%
263 JMTG J P MORGAN EXCHANGE TRADED F 9,995.0 $510K 0.04% NEW $51.00 -1.8%
264 LECO LINCOLN ELEC HLDGS INC Industrials 2,157.0 $509K 0.04% NEW $235.82 +10.6%
265 MDT MEDTRONIC PLC Healthcare 5,325.0 $507K 0.04% NEW $95.24 -18.8%
266 SNPS SYNOPSYS INC Technology 1,025.0 $506K 0.04% NEW $493.26 +1.0%
267 JACK JACK IN THE BOX INC Consumer Cyclical 25,299.0 $500K 0.03% NEW $19.77 -42.1%
268 CMF ISHARES TR 8,755.0 $499K 0.03% NEW $57.04 -0.7%
269 VCSH VANGUARD SCOTTSDALE FDS 6,238.0 $499K 0.03% NEW $79.93 -1.6%
270 YUM YUM BRANDS INC Consumer Cyclical 3,278.0 $498K 0.03% NEW $152.02 +0.2%
271 OHI OMEGA HEALTHCARE INVS INC Real Estate 11,792.0 $498K 0.03% NEW $42.22 +14.4%
272 KLAC KLA CORP Technology 455.0 $491K 0.03% NEW $1079.71 +62.7%
273 MAS MASCO CORP Industrials 6,967.0 $490K 0.03% NEW $70.39 -6.9%
274 TSN TYSON FOODS INC Consumer Defensive 8,940.0 $485K 0.03% NEW $54.30 +22.8%
275 O REALTY INCOME CORP Real Estate 7,976.0 $485K 0.03% NEW $60.78 +1.5%
276 CRBN ISHARES TR 2,107.0 $478K 0.03% NEW $226.88 +8.9%
277 DHR DANAHER CORPORATION Healthcare 2,405.0 $477K 0.03% NEW $198.23 -17.3%
278 EXPD EXPEDITORS INTL WASH INC Industrials 3,883.0 $476K 0.03% NEW $122.58 +27.9%
279 ULTA ULTA BEAUTY INC Consumer Cyclical 869.0 $475K 0.03% NEW $546.75 -12.2%
280 TMUS T-MOBILE US INC Communication Services 1,961.0 $469K 0.03% NEW $239.37 -20.4%
Page 14 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%