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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 2 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NFRA FLEXSHARES TR 271,415.0 $16.4M 1.03% $60.51 +6.9%
22 META META PLATFORMS INC Communication Services 21,251.0 $14.0M 0.88% +939.0 +4.6% $660.12 -6.3%
23 IWD ISHARES TR 66,075.0 $13.9M 0.88% -7K -9.3% $210.34 +10.4%
24 GOOG ALPHABET INC Communication Services 794,792.0 $13.8M 0.87% $17.35 +2189.5%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 322,694.0 $13.1M 0.83% $40.73 +15.5%
26 FCX FREEPORT-MCMORAN INC Basic Materials 253,848.0 $12.9M 0.81% -1K -0.6% $50.79 +30.2%
27 XOM EXXON MOBIL CORP Energy 103,371.0 $12.4M 0.78% -1K -1.4% $120.34 +27.0%
28 NOC NORTHROP GRUMMAN CORP Industrials 21,229.0 $12.1M 0.76% $570.25 -3.8%
29 VTI VANGUARD INDEX FDS 35,851.0 $12.0M 0.76% +1K +2.9% $335.28 +8.2%
30 INTC INTEL CORP Technology 323,831.0 $11.9M 0.75% $36.90 +214.2%
31 DGRW WISDOMTREE TR 129,972.0 $11.6M 0.73% -9K -6.2% $89.43 +7.1%
32 BA BOEING CO Industrials 44,012.0 $9.6M 0.60% $217.12 +1.6%
33 IYW ISHARES TR 46,350.0 $9.3M 0.58% -680.0 -1.4% $199.68 +19.6%
34 IJR ISHARES TR 74,530.0 $9.0M 0.56% -4K -5.4% $120.18 +11.4%
35 IWF ISHARES TR 18,156.0 $8.6M 0.54% -288.0 -1.6% $473.31 -73.7%
36 BLUE OWL CAPITAL CORPORATION 640,315.0 $8.0M 0.50% -119K -15.7% $12.43
37 DJP BARCLAYS BANK PLC Financial Services 204,390.0 $7.7M 0.48% $37.61 +34.2%
38 TSLA TESLA INC Consumer Cyclical 16,864.0 $7.6M 0.48% -508.0 -2.9% $449.74 -1.4%
39 T AT&T INC Communication Services 293,190.0 $7.3M 0.46% $24.84 -0.7%
40 AVGO BROADCOM INC Technology 19,704.0 $6.8M 0.43% +126.0 +0.6% $346.46 +22.7%
Page 2 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%