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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 25 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IDXX IDEXX LABS INC Healthcare 369.0 $250K 0.02% +26.0 +7.6% $676.90 -19.3%
482 ON ON SEMICONDUCTOR CORP Technology 4,608.0 $250K 0.02% NEW $54.15 +95.8%
483 ASCENDIS PHARMA A/S 1,170.0 $249K 0.02% +63.0 +5.7% $213.24
484 CF CF INDS HLDGS INC Basic Materials 3,222.0 $249K 0.02% -25.0 -0.8% $77.34 +59.4%
485 ESI ELEMENT SOLUTIONS INC Basic Materials 9,962.0 $249K 0.02% +623.0 +6.7% $24.99 +58.0%
486 AEP AMERICAN ELEC PWR CO INC Utilities 2,149.0 $248K 0.02% -328.0 -13.2% $115.32 +11.7%
487 STLD STEEL DYNAMICS INC Basic Materials 1,460.0 $247K 0.02% NEW $169.49 +31.8%
488 MSI MOTOROLA SOLUTIONS INC Technology 645.0 $247K 0.02% -207.0 -24.3% $383.50 +4.0%
489 PFLT PENNANTPARK FLOATING RATE CA Financial Services 26,658.0 $247K 0.02% $9.27 -11.1%
490 MORN MORNINGSTAR INC Financial Services 1,134.0 $246K 0.02% NEW $217.34 -20.9%
491 HYEM VANECK ETF TRUST 12,293.0 $245K 0.01% $19.89 +0.9%
492 MMM 3M CO Industrials 1,524.0 $244K 0.01% +81.0 +5.6% $160.17 -6.7%
493 SYY SYSCO CORP Consumer Defensive 3,288.0 $242K 0.01% -480.0 -12.7% $73.68 +2.1%
494 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,004.0 $241K 0.01% -50.0 -1.6% $80.31 -3.7%
495 HUBS HUBSPOT INC Technology 600.0 $241K 0.01% NEW $401.43 -48.1%
496 KHC KRAFT HEINZ CO Consumer Defensive 9,904.0 $240K 0.01% NEW $24.25 -4.0%
497 XYL XYLEM INC Industrials 1,745.0 $238K 0.01% +210.0 +13.7% $136.21 -21.9%
498 CBRE CBRE GROUP INC Real Estate 1,475.0 $237K 0.01% +37.0 +2.6% $160.88 -18.5%
499 AGCO AGCO CORP Industrials 2,256.0 $235K 0.01% NEW $104.32 +10.0%
500 DELL DELL TECHNOLOGIES INC Technology 1,863.0 $235K 0.01% +248.0 +15.4% $125.94 +86.8%
Page 25 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%