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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 24 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FORTINET INC 3,338.0 $265K 0.02% NEW $79.41
462 IWN ISHARES TR 1,459.0 $264K 0.02% -261.0 -15.2% $181.27 +15.7%
463 EBAY EBAY INC. Consumer Cyclical 3,033.0 $264K 0.02% +77.0 +2.6% $87.13 +34.4%
464 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,297.0 $264K 0.02% +136.0 +11.7% $203.19 +66.1%
465 VMI VALMONT INDS INC Industrials 652.0 $262K 0.02% $402.32 +25.1%
466 XLC SELECT SECTOR SPDR TR 2,225.0 $262K 0.02% -1K -35.0% $117.72 -1.4%
467 EXC EXELON CORP Utilities 5,996.0 $261K 0.02% NEW $43.59 +4.0%
468 ET ENERGY TRANSFER L P Energy 15,834.0 $261K 0.02% -6K -27.5% $16.49 +21.3%
469 AIZ ASSURANT INC Financial Services 1,079.0 $260K 0.02% $240.85 +6.2%
470 NVO NOVO-NORDISK A S Healthcare 5,052.0 $257K 0.02% +177.0 +3.6% $50.89 -12.8%
471 BCS BARCLAYS PLC Financial Services 10,078.0 $256K 0.02% $25.45 -5.8%
472 SNOW SNOWFLAKE INC Technology 1,168.0 $256K 0.02% +139.0 +13.5% $219.40 -23.9%
473 DGRO ISHARES TR 3,680.0 $255K 0.02% +440.0 +13.6% $69.43 +6.8%
474 ARCC ARES CAPITAL CORP Financial Services 12,594.0 $255K 0.02% +2K +16.1% $20.23 -7.4%
475 ROP ROPER TECHNOLOGIES INC Industrials 572.0 $255K 0.02% +119.0 +26.3% $445.25 -26.1%
476 BROWN FORMAN CORP 9,749.0 $254K 0.02% -304.0 -3.0% $26.06
477 COIN COINBASE GLOBAL INC Financial Services 1,119.0 $253K 0.02% +431.0 +62.6% $226.14 -14.4%
478 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,750.0 $253K 0.02% NEW $67.41 +11.6%
479 CORT CORCEPT THERAPEUTICS INC Healthcare 7,233.0 $252K 0.02% $34.80 +71.5%
480 ROKU ROKU INC Communication Services 2,314.0 $251K 0.02% NEW $108.49 +14.4%
Page 24 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%