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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 2 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 F FORD MTR CO Consumer Cyclical 1,354,713.0 $16.2M 1.11% NEW $11.96 +9.8%
22 META META PLATFORMS INC Communication Services 20,312.0 $14.9M 1.02% NEW $734.38 -17.8%
23 IWD ISHARES TR 72,888.0 $14.8M 1.02% NEW $203.59 +14.2%
24 VZ VERIZON COMMUNICATIONS INC Communication Services 323,381.0 $14.2M 0.98% NEW $43.95 +8.1%
25 NOC NORTHROP GRUMMAN CORP Industrials 21,264.0 $13.0M 0.89% NEW $609.33 -9.3%
26 DGRW WISDOMTREE TR 138,585.0 $12.3M 0.85% NEW $88.96 +7.5%
27 XOM EXXON MOBIL CORP Energy 104,845.0 $11.8M 0.81% NEW $112.75 +43.7%
28 VTI VANGUARD INDEX FDS 34,838.0 $11.4M 0.79% NEW $328.17 +10.1%
29 GOOG ALPHABET INC Communication Services 794,932.0 $10.9M 0.75% NEW $13.72 +2719.1%
30 INTC INTEL CORP Technology 323,569.0 $10.9M 0.74% NEW $33.55 +228.4%
31 FCX FREEPORT-MCMORAN INC Basic Materials 255,285.0 $10.0M 0.69% NEW $39.22 +51.9%
32 BLUE OWL CAPITAL CORPORATION 759,375.0 $9.7M 0.67% NEW $12.77
33 BA BOEING CO Industrials 43,906.0 $9.5M 0.65% NEW $215.83 +1.5%
34 IJR ISHARES TR 78,764.0 $9.4M 0.64% NEW $118.83 +12.5%
35 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 180,155.0 $9.4M 0.64% NEW $51.93 -63.6%
36 IYW ISHARES TR 47,030.0 $9.2M 0.63% NEW $195.86 +20.3%
37 IWF ISHARES TR 18,444.0 $8.6M 0.59% NEW $468.42 -73.7%
38 T AT&T INC Communication Services 292,950.0 $8.3M 0.57% NEW $28.24 -12.1%
39 TSLA TESLA INC Consumer Cyclical 17,372.0 $7.7M 0.53% NEW $444.72 -9.7%
40 ABR ARBOR REALTY TRUST INC Real Estate 600,000.0 $7.3M 0.50% NEW $12.21 -51.9%
Page 2 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%