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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 18 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CINF CINCINNATI FINL CORP Financial Services 2,310.0 $377K 0.02% -192.0 -7.7% $163.34 +3.1%
342 CAH CARDINAL HEALTH INC Healthcare 1,834.0 $377K 0.02% -15.0 -0.8% $205.59 -2.4%
343 PODD INSULET CORP Healthcare 1,321.0 $375K 0.02% +83.0 +6.7% $284.24 -44.9%
344 POCT INNOVATOR ETFS TRUST 8,530.0 $375K 0.02% $43.92 +4.7%
345 CYTK CYTOKINETICS INC Healthcare 5,889.0 $374K 0.02% -700.0 -10.6% $63.54 +22.9%
346 SCCO SOUTHERN COPPER CORP Basic Materials 2,608.0 $374K 0.02% +45.0 +1.8% $143.47 +21.3%
347 CI THE CIGNA GROUP Healthcare 1,358.0 $374K 0.02% -757.0 -35.8% $275.27 +2.5%
348 SHE SPDR SERIES TRUST 2,816.0 $372K 0.02% -624.0 -18.1% $132.09 +14.2%
349 VRT VERTIV HOLDINGS CO Industrials 2,295.0 $372K 0.02% -264.0 -10.3% $162.06 +94.8%
350 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,312.0 $372K 0.02% -93.0 -3.9% $160.80 +10.8%
351 MIDD MIDDLEBY CORP Industrials 2,495.0 $371K 0.02% NEW $148.67 -2.3%
352 FR FIRST INDL RLTY TR INC Real Estate 6,464.0 $370K 0.02% +1K +19.5% $57.27 +9.0%
353 IWO ISHARES TR 1,143.0 $369K 0.02% $323.17 +13.9%
354 FIVE FIVE BELOW INC Consumer Cyclical 1,956.0 $368K 0.02% -192.0 -8.9% $188.39 +16.7%
355 DCI DONALDSON INC Industrials 4,088.0 $362K 0.02% +819.0 +25.1% $88.67 -6.8%
356 IVE ISHARES TR 1,709.0 $362K 0.02% +13.0 +0.8% $212.07 +6.6%
357 ST SENSATA TECHNOLOGIES HLDG PL Technology 10,848.0 $361K 0.02% +2K +18.1% $33.29 +43.4%
358 CFG CITIZENS FINL GROUP INC Financial Services 6,159.0 $360K 0.02% +1K +23.5% $58.41 +7.5%
359 FDX FEDEX CORP Industrials 1,235.0 $357K 0.02% -71.0 -5.4% $288.91 +34.6%
360 CLX CLOROX CO DEL Consumer Defensive 3,538.0 $357K 0.02% -860.0 -19.6% $100.83 -5.6%
Page 18 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%