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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 16 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GM GENERAL MTRS CO Consumer Cyclical 5,585.0 $454K 0.03% +219.0 +4.1% $81.32 -5.1%
302 NKE NIKE INC Consumer Cyclical 7,017.0 $447K 0.03% -964.0 -12.1% $63.72 -30.3%
303 MAS MASCO CORP Industrials 7,005.0 $445K 0.03% +38.0 +0.6% $63.46 +5.8%
304 URI UNITED RENTALS INC Industrials 544.0 $441K 0.03% +249.0 +84.4% $810.30 +15.5%
305 INGR INGREDION INC Consumer Defensive 3,984.0 $439K 0.03% NEW $110.28 -7.4%
306 JCI JOHNSON CTLS INTL PLC Industrials 3,663.0 $439K 0.03% $119.75 +13.1%
307 TTD THE TRADE DESK INC Technology 11,422.0 $434K 0.03% -1K -9.2% $37.96 -44.6%
308 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,556.0 $428K 0.03% -90.0 -5.5% $275.19 +11.0%
309 CW CURTISS WRIGHT CORP Industrials 775.0 $427K 0.03% +202.0 +35.2% $551.37 +31.8%
310 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,376.0 $424K 0.03% +906.0 +61.6% $178.59 +0.9%
311 EVR EVERCORE INC Financial Services 1,244.0 $424K 0.03% +51.0 +4.3% $340.45 +1.7%
312 IBB ISHARES TR 2,501.0 $422K 0.03% -25.0 -1.0% $168.81 +0.2%
313 CVS CVS HEALTH CORP Healthcare 5,249.0 $417K 0.03% +52.0 +1.0% $79.36 +17.6%
314 SLV ISHARES SILVER TR Financial Services 6,466.0 $417K 0.03% +1K +22.0% $64.42 +7.8%
315 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,893.0 $413K 0.03% +686.0 +56.8% $218.02 -24.6%
316 EGP EASTGROUP PPTYS INC Real Estate 2,316.0 $413K 0.03% +523.0 +29.2% $178.14 +15.2%
317 EPAM EPAM SYS INC Technology 2,010.0 $412K 0.03% NEW $204.88 -49.6%
318 OUSTER INC 18,992.0 $411K 0.03% $21.64
319 EIS ISHARES INC 3,719.0 $409K 0.03% -795.0 -17.6% $110.04 +20.6%
320 CENCORA INC 1,211.0 $409K 0.03% -12.0 -1.0% $337.82
Page 16 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%