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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 14 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ESS ESSEX PPTY TR INC Real Estate 2,075.0 $543K 0.03% +747.0 +56.2% $261.77 +4.6%
262 HCA HCA HEALTHCARE INC Healthcare 1,159.0 $541K 0.03% +148.0 +14.6% $467.12 -16.0%
263 EXPD EXPEDITORS INTL WASH INC Industrials 3,605.0 $537K 0.03% -278.0 -7.2% $149.05 +5.5%
264 CDNS CADENCE DESIGN SYSTEM INC Technology 1,705.0 $533K 0.03% +18.0 +1.1% $312.63 +14.7%
265 CCL CARNIVAL CORP Consumer Cyclical 17,412.0 $532K 0.03% +7K +68.6% $30.54 -14.3%
266 TECB ISHARES TR 8,552.0 $521K 0.03% $60.88 +14.3%
267 HON HONEYWELL INTL INC Industrials 2,626.0 $512K 0.03% -20.0 -0.8% $195.13 +14.7%
268 FOXA FOX CORP Communication Services 6,985.0 $510K 0.03% +1K +22.5% $73.07 -12.1%
269 DOCU DOCUSIGN INC Technology 7,403.0 $506K 0.03% +2K +31.8% $68.40 -28.4%
270 SO SOUTHERN CO Utilities 5,781.0 $504K 0.03% -300.0 -4.9% $87.20 +7.4%
271 BX BLACKSTONE INC Financial Services 3,268.0 $504K 0.03% -23.0 -0.7% $154.15 -23.1%
272 SHEL SHELL PLC Energy 6,809.0 $500K 0.03% -3K -31.1% $73.48 +18.0%
273 EPR EPR PPTYS Real Estate 10,012.0 $500K 0.03% +6K +138.0% $49.90 +17.7%
274 KLAC KLA CORP Technology 410.0 $498K 0.03% -45.0 -9.9% $1215.68 +51.5%
275 IJS ISHARES TR 4,356.0 $495K 0.03% NEW $113.72 +12.8%
276 REGN REGENERON PHARMACEUTICALS Healthcare 637.0 $492K 0.03% -2K -70.7% $772.41 -15.9%
277 YUM YUM BRANDS INC Consumer Cyclical 3,245.0 $491K 0.03% -33.0 -1.0% $151.30 +0.9%
278 APD AIR PRODS & CHEMS INC Basic Materials 1,983.0 $490K 0.03% -346.0 -14.9% $246.99 +17.5%
279 LIT GLOBAL X FDS 7,476.0 $485K 0.03% +2K +37.5% $64.86 +30.1%
280 UNP UNION PAC CORP Industrials 2,093.0 $484K 0.03% -118.0 -5.3% $231.41 +14.9%
Page 14 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%