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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 17 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VRT VERTIV HOLDINGS CO Industrials 2,559.0 $386K 0.03% NEW $150.88 +125.2%
322 SPOT SPOTIFY TECHNOLOGY S A Communication Services 550.0 $385K 0.03% NEW $699.28 -36.4%
323 NNN NNN REIT INC Real Estate 8,985.0 $382K 0.03% NEW $42.57 +4.1%
324 PODD INSULET CORP Healthcare 1,238.0 $382K 0.03% NEW $308.73 -50.6%
325 CENCORA INC 1,223.0 $382K 0.03% NEW $312.43
326 PCTY PAYLOCITY HLDG CORP Technology 2,385.0 $380K 0.03% NEW $159.27 -29.1%
327 PNR PENTAIR PLC Industrials 3,399.0 $376K 0.03% NEW $110.75 -33.7%
328 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,283.0 $375K 0.03% NEW $87.63 +9.3%
329 ET ENERGY TRANSFER L P Energy 21,834.0 $375K 0.03% NEW $17.16 +17.7%
330 PSMT PRICESMART INC Consumer Defensive 3,090.0 $375K 0.03% NEW $121.20 +34.4%
331 SONY SONY GROUP CORP Technology 13,000.0 $374K 0.03% NEW $28.79 -21.1%
332 ETSY INC 5,608.0 $372K 0.03% NEW $66.39
333 DLN WISDOMTREE TR 4,269.0 $372K 0.03% NEW $87.03 +9.1%
334 POCT INNOVATOR ETFS TRUST 8,530.0 $368K 0.03% NEW $43.10 +6.2%
335 OLED UNIVERSAL DISPLAY CORP Technology 2,556.0 $367K 0.03% NEW $143.63 -37.8%
336 PSTG PURE STORAGE INC Technology 4,369.0 $366K 0.03% NEW $83.81 -0.0%
337 NDSN NORDSON CORP Industrials 1,613.0 $366K 0.03% NEW $226.93 +22.0%
338 IWO ISHARES TR 1,143.0 $366K 0.03% NEW $319.93 +10.4%
339 MOH MOLINA HEALTHCARE INC Healthcare 1,910.0 $365K 0.03% NEW $191.36 -3.4%
340 IBB ISHARES TR 2,526.0 $365K 0.03% NEW $144.36 +13.7%
Page 17 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%