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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 25 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 SRE SEMPRA Utilities 2,563.0 $231K 0.02% NEW $89.95 +0.5%
482 FERG FERGUSON ENTERPRISES INC Industrials 1,021.0 $229K 0.02% NEW $224.60 -0.3%
483 DELL DELL TECHNOLOGIES INC Technology 1,615.0 $229K 0.02% NEW $141.80 +70.7%
484 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 2,739.0 $228K 0.02% NEW $83.34 -44.0%
485 PSA PUBLIC STORAGE OPER CO Real Estate 788.0 $228K 0.02% NEW $288.84 +1.3%
486 CBRE CBRE GROUP INC Real Estate 1,438.0 $227K 0.02% NEW $157.51 -17.2%
487 XYL XYLEM INC Industrials 1,535.0 $226K 0.02% NEW $147.54 -26.7%
488 ROP ROPER TECHNOLOGIES INC Industrials 453.0 $226K 0.02% NEW $498.88 -35.7%
489 AN AUTONATION INC Consumer Cyclical 1,032.0 $226K 0.01% NEW $218.77 -16.8%
490 LEIDOS HOLDINGS INC 1,195.0 $226K 0.01% NEW $188.92
491 TXG 10X GENOMICS INC Healthcare 19,300.0 $226K 0.01% NEW $11.69 +81.4%
492 SLV ISHARES SILVER TR Financial Services 5,300.0 $225K 0.01% NEW $42.37 +65.1%
493 MSCI MSCI INC Financial Services 396.0 $224K 0.01% NEW $566.89 -0.9%
494 CLH CLEAN HARBORS INC Industrials 966.0 $224K 0.01% NEW $232.22 +29.9%
495 GPC GENUINE PARTS CO Consumer Cyclical 1,617.0 $224K 0.01% NEW $138.59 -33.0%
496 MMM 3M CO Industrials 1,443.0 $224K 0.01% NEW $155.21 -5.8%
497 ARCC ARES CAPITAL CORP Financial Services 10,852.0 $221K 0.01% NEW $20.41 -8.3%
498 DGRO ISHARES TR 3,240.0 $221K 0.01% NEW $68.09 +8.4%
499 CUBE CUBESMART Real Estate 5,421.0 $220K 0.01% NEW $40.66 -5.7%
500 ASCENDIS PHARMA A/S 1,107.0 $220K 0.01% NEW $198.81
Page 25 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%