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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 20 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NUE NUCOR CORP Basic Materials 2,040.0 $333K 0.02% -145.0 -6.6% $163.14 +38.8%
382 QRVO QORVO INC Technology 3,935.0 $333K 0.02% NEW $84.51 +16.9%
383 PNR PENTAIR PLC Industrials 3,192.0 $333K 0.02% -207.0 -6.1% $104.17 -28.8%
384 STT STATE STR CORP Financial Services 2,577.0 $333K 0.02% +350.0 +15.7% $129.03 +19.4%
385 TECH BIO-TECHNE CORP Healthcare 5,607.0 $330K 0.02% -407.0 -6.8% $58.81 -20.6%
386 TXG 10X GENOMICS INC Healthcare 20,204.0 $330K 0.02% +904.0 +4.7% $16.31 +47.0%
387 NDSN NORDSON CORP Industrials 1,363.0 $328K 0.02% -250.0 -15.5% $240.54 +19.2%
388 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,943.0 $327K 0.02% NEW $83.01 -37.0%
389 GRMN GARMIN LTD Technology 1,608.0 $326K 0.02% +260.0 +19.3% $202.85 +18.2%
390 CPT CAMDEN PPTY TR Real Estate 2,943.0 $324K 0.02% +382.0 +14.9% $110.08 -3.6%
391 ARGX ARGENX SE Healthcare 384.0 $323K 0.02% +2.0 +0.5% $841.49 -3.0%
392 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 4,695.0 $321K 0.02% +725.0 +18.3% $68.36 -11.8%
393 HCI HCI GROUP INC Financial Services 1,663.0 $319K 0.02% $191.80 -17.4%
394 BOTZ GLOBAL X FDS 8,795.0 $319K 0.02% -17K -65.7% $36.23 +9.4%
395 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,395.0 $318K 0.02% +1K +19.3% $49.65 -11.4%
396 HEI HEICO CORP NEW Industrials 977.0 $316K 0.02% NEW $323.59 -6.9%
397 BBY BEST BUY INC Consumer Cyclical 4,715.0 $316K 0.02% NEW $66.93 -8.6%
398 CRL CHARLES RIV LABS INTL INC Healthcare 1,579.0 $315K 0.02% -53.0 -3.2% $199.48 -20.4%
399 PVLA PALVELLA THERAPEUTICS INC NE Healthcare 3,000.0 $314K 0.02% NEW $104.67 +10.3%
400 ZION ZIONS BANCORPORATION N A Financial Services 5,330.0 $312K 0.02% +1K +29.2% $58.54 +5.4%
Page 20 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%