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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 26 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IDXX IDEXX LABS INC Healthcare 343.0 $219K 0.01% NEW $639.62 -14.2%
502 PRT PERMROCK ROYALTY TRUST Energy 55,000.0 $219K 0.01% NEW $3.98 -38.2%
503 XLY SELECT SECTOR SPDR TR 913.0 $219K 0.01% NEW $239.64 -52.1%
504 IEI ISHARES TR 1,823.0 $218K 0.01% NEW $119.51 -2.4%
505 RKLB ROCKET LAB CORP Industrials 4,538.0 $217K 0.01% NEW $47.91 +161.7%
506 BLD TOPBUILD CORP Industrials 555.0 $217K 0.01% NEW $390.86 +3.4%
507 JEPQ J P MORGAN EXCHANGE TRADED F 3,766.0 $217K 0.01% NEW $57.52 +3.8%
508 MAR MARRIOTT INTL INC NEW Consumer Cyclical 824.0 $215K 0.01% NEW $260.54 +39.2%
509 DDOG DATADOG INC Technology 1,506.0 $214K 0.01% NEW $142.42 +47.8%
510 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,336.0 $214K 0.01% NEW $64.22 +44.3%
511 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 468.0 $213K 0.01% NEW $455.86 -35.9%
512 VNOM VIPER ENERGY INC Energy 5,568.0 $213K 0.01% NEW $38.22 +27.7%
513 DB DEUTSCHE BANK A G Financial Services 5,978.0 $212K 0.01% NEW $35.41 -11.7%
514 KMI KINDER MORGAN INC DEL Energy 7,456.0 $211K 0.01% NEW $28.31 +21.3%
515 MSM MSC INDL DIRECT INC Industrials 2,269.0 $209K 0.01% NEW $92.14 +12.5%
516 BCS BARCLAYS PLC Financial Services 10,080.0 $208K 0.01% NEW $20.67 +10.8%
517 AZO AUTOZONE INC Consumer Cyclical 48.0 $208K 0.01% NEW $4323.85 -22.0%
518 COWZ PACER FDS TR 3,593.0 $206K 0.01% NEW $57.47 +10.3%
519 JHG JANUS HENDERSON GROUP PLC Financial Services 4,638.0 $206K 0.01% NEW $44.51 +16.4%
520 CMS CMS ENERGY CORP Utilities 2,805.0 $205K 0.01% NEW $73.25 +0.1%
Page 26 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%