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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 21 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EHC ENCOMPASS HEALTH CORP Healthcare 2,303.0 $292K 0.02% NEW $127.00 -16.0%
402 MPWR MONOLITHIC PWR SYS INC Technology 317.0 $292K 0.02% NEW $921.40 +68.2%
403 CF CF INDS HLDGS INC Basic Materials 3,247.0 $291K 0.02% NEW $89.70 +39.6%
404 GVA GRANITE CONSTR INC Industrials 2,650.0 $291K 0.02% NEW $109.65 +26.4%
405 TKO TKO GROUP HOLDINGS INC Communication Services 1,438.0 $290K 0.02% NEW $201.94 -5.9%
406 CAH CARDINAL HEALTH INC Healthcare 1,849.0 $290K 0.02% NEW $156.91 +27.3%
407 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,470.0 $287K 0.02% NEW $195.45 -13.7%
408 ARGX ARGENX SE Healthcare 382.0 $282K 0.02% NEW $738.18 +5.2%
409 URI UNITED RENTALS INC Industrials 295.0 $282K 0.02% NEW $955.82 +0.6%
410 CEG CONSTELLATION ENERGY CORP Utilities 853.0 $281K 0.02% NEW $328.95 -20.4%
411 ST SENSATA TECHNOLOGIES HLDG PL Technology 9,182.0 $281K 0.02% NEW $30.55 +58.8%
412 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 14,548.0 $280K 0.02% NEW $19.25 +14.5%
413 RJF RAYMOND JAMES FINL INC Financial Services 1,621.0 $280K 0.02% NEW $172.54 -10.7%
414 SOXL DIREXION SHS ETF TR 8,003.0 $279K 0.02% NEW $34.84 +335.6%
415 RMD RESMED INC Healthcare 1,018.0 $279K 0.02% NEW $273.71 -26.2%
416 AEP AMERICAN ELEC PWR CO INC Utilities 2,477.0 $279K 0.02% NEW $112.48 +13.5%
417 FR FIRST INDL RLTY TR INC Real Estate 5,410.0 $278K 0.02% NEW $51.47 +18.2%
418 AJG GALLAGHER ARTHUR J & CO Financial Services 899.0 $278K 0.02% NEW $309.70 -33.1%
419 DAL DELTA AIR LINES INC DEL Industrials 4,903.0 $278K 0.02% NEW $56.75 +23.7%
420 SAM BOSTON BEER INC Consumer Defensive 1,305.0 $276K 0.02% NEW $211.42 -17.4%
Page 21 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%