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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 15 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MINT PIMCO ETF TR 4,819.0 $484K 0.03% -446.0 -8.5% $100.34 +0.3%
282 AOS SMITH A O CORP Industrials 7,205.0 $482K 0.03% +1K +17.1% $66.88 -15.8%
283 ROBO EXCHANGE TRADED CONCEPTS TRU 6,950.0 $482K 0.03% -2K -25.3% $69.32 +21.5%
284 TWLO TWILIO INC Communication Services 3,381.0 $481K 0.03% +215.0 +6.8% $142.27 +28.2%
285 JACK JACK IN THE BOX INC Consumer Cyclical 25,299.0 $479K 0.03% $18.95 -42.2%
286 DVY ISHARES TR 3,376.0 $476K 0.03% +227.0 +7.2% $141.14 +8.6%
287 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 6,743.0 $476K 0.03% +1K +23.8% $70.53 -9.4%
288 AVY AVERY DENNISON CORP Industrials 2,613.0 $475K 0.03% NEW $181.92 -13.2%
289 GGG GRACO INC Industrials 5,787.0 $474K 0.03% -423.0 -6.8% $81.97 -8.8%
290 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 5,415.0 $473K 0.03% +240.0 +4.6% $87.42 -23.6%
291 KRC KILROY RLTY CORP Real Estate 12,643.0 $472K 0.03% +2K +21.7% $37.37 -8.8%
292 BKLN INVESCO EXCH TRADED FD TR II 22,446.0 $471K 0.03% -3K -10.3% $21.00 -2.5%
293 SNPS SYNOPSYS INC Technology 1,003.0 $471K 0.03% -22.0 -2.1% $469.81 +6.5%
294 BBEU J P MORGAN EXCHANGE TRADED F 6,401.0 $469K 0.03% NEW $73.30 +5.2%
295 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,625.0 $467K 0.03% +97.0 +6.3% $287.35 +10.7%
296 LMT LOCKHEED MARTIN CORP Industrials 965.0 $467K 0.03% -127.0 -11.6% $483.78 +9.3%
297 PSTG PURE STORAGE INC Technology 6,897.0 $462K 0.03% +3K +57.9% $67.01 -0.1%
298 WM WASTE MGMT INC DEL Industrials 2,103.0 $462K 0.03% +218.0 +11.6% $219.76 -0.7%
299 ADI ANALOG DEVICES INC Technology 1,686.0 $457K 0.03% -41.0 -2.4% $271.24 +41.2%
300 BUG GLOBAL X FDS 14,950.0 $455K 0.03% -10K -41.0% $30.46 +9.5%
Page 15 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%