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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 18 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CYTK CYTOKINETICS INC Healthcare 6,589.0 $362K 0.03% NEW $54.96 +36.8%
342 FOXA FOX CORP Communication Services 5,702.0 $360K 0.03% NEW $63.06 +4.5%
343 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,970.0 $356K 0.02% NEW $89.77 -33.6%
344 NDAQ NASDAQ INC Financial Services 4,021.0 $356K 0.02% NEW $88.47 +4.7%
345 ESS ESSEX PPTY TR INC Real Estate 1,328.0 $355K 0.02% NEW $267.61 +1.7%
346 GTES GATES INDL CORP PLC Industrials 14,289.0 $355K 0.02% NEW $24.82 -2.9%
347 IVE ISHARES TR 1,696.0 $350K 0.02% NEW $206.51 +8.7%
348 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,360.0 $348K 0.02% NEW $65.00 -33.1%
349 BLOCK INC 4,804.0 $347K 0.02% NEW $72.27
350 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 5,189.0 $343K 0.02% NEW $66.01 -15.3%
351 YETI YETI HLDGS INC Consumer Cyclical 10,309.0 $342K 0.02% NEW $33.18 +28.0%
352 RY ROYAL BK CDA Financial Services 2,308.0 $340K 0.02% NEW $147.33 +25.4%
353 CAG CONAGRA BRANDS INC Consumer Defensive 18,503.0 $339K 0.02% NEW $18.31 -23.9%
354 WDAY WORKDAY INC Technology 1,397.0 $336K 0.02% NEW $240.79 -46.5%
355 TECH BIO-TECHNE CORP Healthcare 6,014.0 $335K 0.02% NEW $55.63 -20.1%
356 WDC WESTERN DIGITAL CORP Technology 2,786.0 $334K 0.02% NEW $120.06 +282.0%
357 IYY ISHARES TR 2,057.0 $334K 0.02% NEW $162.48 +9.6%
358 MELI MERCADOLIBRE INC Consumer Cyclical 143.0 $334K 0.02% NEW $2332.97 -32.0%
359 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,723.0 $333K 0.02% NEW $193.35 +5.2%
360 FIVE FIVE BELOW INC Consumer Cyclical 2,148.0 $332K 0.02% NEW $154.72 +41.1%
Page 18 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%