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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 21 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 QUAL ISHARES TR 1,570.0 $312K 0.02% +28.0 +1.8% $198.67 +6.3%
402 UAL UNITED AIRLS HLDGS INC Industrials 2,784.0 $311K 0.02% NEW $111.83 -14.5%
403 O REALTY INCOME CORP Real Estate 5,506.0 $310K 0.02% -2K -31.0% $56.37 +9.5%
404 TKO TKO GROUP HOLDINGS INC Communication Services 1,484.0 $310K 0.02% +46.0 +3.2% $209.04 -7.7%
405 FNB F N B CORP Financial Services 18,135.0 $310K 0.02% +2K +11.0% $17.10 +1.4%
406 DLN WISDOMTREE TR 3,518.0 $310K 0.02% -751.0 -17.6% $88.08 +7.8%
407 MTG MGIC INVT CORP WIS Financial Services 10,582.0 $309K 0.02% NEW $29.22 -11.4%
408 UGI UGI CORP NEW Utilities 8,224.0 $308K 0.02% $37.43 -5.8%
409 USFD US FOODS HLDG CORP Consumer Defensive 4,085.0 $308K 0.02% +874.0 +27.2% $75.33 +6.2%
410 GVA GRANITE CONSTR INC Industrials 2,649.0 $306K 0.02% $115.39 +11.5%
411 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 5,189.0 $305K 0.02% $58.87 -4.7%
412 CEG CONSTELLATION ENERGY CORP Utilities 862.0 $305K 0.02% +9.0 +1.1% $353.57 -19.8%
413 PPA INVESCO EXCHANGE TRADED FD T 1,942.0 $304K 0.02% $156.65 +5.9%
414 TDTT FLEXSHARES TR 12,600.0 $303K 0.02% $24.06 +0.7%
415 CME CME GROUP INC Financial Services 1,109.0 $303K 0.02% +123.0 +12.5% $273.22 +6.9%
416 SCHI SCHWAB STRATEGIC TR 13,124.0 $301K 0.02% $22.97 -2.4%
417 MSM MSC INDL DIRECT INC Industrials 3,581.0 $301K 0.02% +1K +57.8% $84.10 +24.0%
418 AYI ACUITY INC Industrials 834.0 $300K 0.02% NEW $360.13 -23.5%
419 VTR VENTAS INC Real Estate 3,858.0 $299K 0.02% $77.38 +14.2%
420 FLO FLOWERS FOODS INC Consumer Defensive 27,355.0 $298K 0.02% NEW $10.88 -36.2%
Page 21 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%