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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 23 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WMB WILLIAMS COS INC Energy 4,609.0 $277K 0.02% -330.0 -6.7% $60.12 +32.1%
442 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,241.0 $277K 0.02% +151.0 +13.8% $223.23 -33.2%
443 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,431.0 $275K 0.02% -3K -31.4% $37.00 -10.7%
444 IYH ISHARES TR 4,215.0 $274K 0.02% $65.10 -4.9%
445 TTC TORO CO Industrials 3,485.0 $274K 0.02% -2K -33.8% $78.72 +13.3%
446 DFAI DIMENSIONAL ETF TRUST 7,177.0 $274K 0.02% $38.11 +8.8%
447 DD DUPONT DE NEMOURS INC Basic Materials 6,801.0 $273K 0.02% +881.0 +14.9% $40.20 +21.0%
448 WING WINGSTOP INC Consumer Cyclical 1,145.0 $273K 0.02% -162.0 -12.4% $238.63 -46.9%
449 FAF FIRST AMERN FINL CORP Financial Services 4,444.0 $273K 0.02% NEW $61.44 +9.7%
450 OLED UNIVERSAL DISPLAY CORP Technology 2,316.0 $271K 0.02% -240.0 -9.4% $116.81 -25.0%
451 DGX QUEST DIAGNOSTICS INC Healthcare 1,559.0 $271K 0.02% +348.0 +28.7% $173.53 +9.7%
452 PSA PUBLIC STORAGE OPER CO Real Estate 1,041.0 $270K 0.02% +253.0 +32.1% $259.84 +14.5%
453 AXON AXON ENTERPRISE INC Industrials 474.0 $269K 0.02% +23.0 +5.1% $567.93 -29.8%
454 MELI MERCADOLIBRE INC Consumer Cyclical 133.0 $268K 0.02% -10.0 -7.0% $2017.08 -20.9%
455 TPR TAPESTRY INC Consumer Cyclical 2,098.0 $268K 0.02% NEW $127.78 +3.0%
456 SCHH SCHWAB STRATEGIC TR 12,811.0 $268K 0.02% -17K -56.6% $20.89 +13.1%
457 SAN BANCO SANTANDER SA Financial Services 22,678.0 $266K 0.02% +619.0 +2.8% $11.73 +0.4%
458 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 952.0 $266K 0.02% -47.0 -4.7% $279.14 -11.4%
459 FDS FACTSET RESH SYS INC Financial Services 914.0 $265K 0.02% -24.0 -2.6% $290.46 -23.6%
460 ES EVERSOURCE ENERGY Utilities 3,941.0 $265K 0.02% NEW $67.33 +2.2%
Page 23 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%