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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 19 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GRMN GARMIN LTD Technology 1,348.0 $332K 0.02% NEW $246.13 -7.7%
362 WING WINGSTOP INC Consumer Cyclical 1,307.0 $329K 0.02% NEW $251.59 -51.1%
363 GM GENERAL MTRS CO Consumer Cyclical 5,366.0 $327K 0.02% NEW $60.97 +20.6%
364 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 5,449.0 $324K 0.02% NEW $59.49 +5.0%
365 AXON AXON ENTERPRISE INC Industrials 451.0 $323K 0.02% NEW $717.03 -45.7%
366 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 999.0 $323K 0.02% NEW $323.62 -26.9%
367 KNSL KINSALE CAP GROUP INC Financial Services 756.0 $322K 0.02% NEW $425.36 -26.7%
368 USB US BANCORP DEL Financial Services 6,646.0 $321K 0.02% NEW $48.33 +9.9%
369 OC OWENS CORNING NEW Industrials 2,259.0 $320K 0.02% NEW $141.46 -23.4%
370 HCI HCI GROUP INC Financial Services 1,664.0 $319K 0.02% NEW $191.91 -18.9%
371 CCJ CAMECO CORP Energy 3,798.0 $318K 0.02% NEW $83.85 +24.4%
372 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,405.0 $318K 0.02% NEW $132.39 +35.8%
373 TWLO TWILIO INC Communication Services 3,166.0 $317K 0.02% NEW $100.10 +92.8%
374 HSBC HSBC HLDGS PLC Financial Services 4,457.0 $316K 0.02% NEW $70.99 +26.6%
375 ARKK ARK ETF TR 3,665.0 $316K 0.02% NEW $86.29 -14.0%
376 MHK MOHAWK INDS INC Consumer Cyclical 2,451.0 $316K 0.02% NEW $128.92 -26.6%
377 RHI ROBERT HALF INC. Industrials 9,263.0 $315K 0.02% NEW $33.98 -26.1%
378 OZK BANK OZK LITTLE ROCK ARK Financial Services 6,169.0 $314K 0.02% NEW $50.98 -6.7%
379 WMB WILLIAMS COS INC Energy 4,939.0 $313K 0.02% NEW $63.35 +26.0%
380 HIW HIGHWOODS PPTYS INC Real Estate 9,801.0 $312K 0.02% NEW $31.82 -20.9%
Page 19 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%