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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 16 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BYD BOYD GAMING CORP Consumer Cyclical 4,864.0 $420K 0.03% NEW $86.45 -9.7%
302 DUK DUKE ENERGY CORP NEW Utilities 3,393.0 $420K 0.03% NEW $123.75 -0.7%
303 RL RALPH LAUREN CORP Consumer Cyclical 1,334.0 $418K 0.03% NEW $313.56 +3.9%
304 WM WASTE MGMT INC DEL Industrials 1,885.0 $416K 0.03% NEW $220.84 +0.9%
305 VLO VALERO ENERGY CORP Energy 2,435.0 $415K 0.03% NEW $170.31 +51.8%
306 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,295.0 $410K 0.03% NEW $124.36 -22.4%
307 DG DOLLAR GEN CORP NEW Consumer Defensive 3,933.0 $406K 0.03% NEW $103.34 +2.8%
308 XLC SELECT SECTOR SPDR TR 3,422.0 $405K 0.03% NEW $118.37 -2.1%
309 DOCU DOCUSIGN INC Technology 5,618.0 $405K 0.03% NEW $72.09 -32.0%
310 JBL JABIL INC Technology 1,864.0 $405K 0.03% NEW $217.17 +56.0%
311 PWR QUANTA SVCS INC Industrials 975.0 $404K 0.03% NEW $414.58 +74.4%
312 ITEQ AMPLIFY ETF TR 6,874.0 $403K 0.03% NEW $58.64 +7.9%
313 EVR EVERCORE INC Financial Services 1,193.0 $402K 0.03% NEW $337.24 -1.1%
314 TTC TORO CO Industrials 5,264.0 $401K 0.03% NEW $76.20 +17.4%
315 JCI JOHNSON CTLS INTL PLC Industrials 3,648.0 $401K 0.03% NEW $109.95 +24.9%
316 TGT TARGET CORP Consumer Defensive 4,426.0 $397K 0.03% NEW $89.70 +37.6%
317 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,528.0 $396K 0.03% NEW $259.44 +22.6%
318 CINF CINCINNATI FINL CORP Financial Services 2,502.0 $395K 0.03% NEW $158.07 +6.2%
319 CVS CVS HEALTH CORP Healthcare 5,197.0 $392K 0.03% NEW $75.39 +27.3%
320 MSI MOTOROLA SOLUTIONS INC Technology 852.0 $390K 0.03% NEW $457.38 -10.3%
Page 16 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%