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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 26 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 DB DEUTSCHE BANK A G Financial Services 6,082.0 $235K 0.01% +104.0 +1.7% $38.56 -19.7%
502 NRG NRG ENERGY INC Utilities 1,461.0 $233K 0.01% +8.0 +0.6% $159.31 -22.3%
503 ELAN ELANCO ANIMAL HEALTH INC Healthcare 10,247.0 $232K 0.01% NEW $22.63 -12.5%
504 TOL TOLL BROTHERS INC Consumer Cyclical 1,710.0 $231K 0.01% NEW $135.22 -8.2%
505 APOS APOLLO GLOBAL MGMT INC Financial Services 1,574.0 $228K 0.01% +69.0 +4.6% $144.82 -82.1%
506 AJG GALLAGHER ARTHUR J & CO Financial Services 878.0 $227K 0.01% -21.0 -2.3% $259.01 -21.4%
507 GLPI GAMING & LEISURE PPTYS INC Real Estate 5,086.0 $227K 0.01% NEW $44.69 +6.4%
508 ORI OLD REP INTL CORP Financial Services 4,962.0 $226K 0.01% NEW $45.64 -13.3%
509 IVZ INVESCO LTD Financial Services 8,583.0 $225K 0.01% NEW $26.27 +0.8%
510 BLD TOPBUILD CORP Industrials 538.0 $225K 0.01% -17.0 -3.1% $417.51 -1.2%
511 ALB ALBEMARLE CORP Basic Materials 1,587.0 $225K 0.01% NEW $141.46 +20.3%
512 AGO ASSURED GUARANTY LTD Financial Services 2,496.0 $224K 0.01% NEW $89.87 -12.3%
513 ITT ITT INC Industrials 1,292.0 $224K 0.01% NEW $173.59 +10.1%
514 PAYC PAYCOM SOFTWARE INC Technology 1,400.0 $223K 0.01% NEW $159.38 -11.4%
515 UNM UNUM GROUP Financial Services 2,879.0 $223K 0.01% NEW $77.50 +6.1%
516 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,435.0 $222K 0.01% NEW $50.02 -33.2%
517 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 13,976.0 $222K 0.01% -2K -9.8% $15.86 +22.6%
518 ALL ALLSTATE CORP Financial Services 1,059.0 $220K 0.01% NEW $208.15 +6.6%
519 CGNX COGNEX CORP Technology 6,123.0 $220K 0.01% NEW $35.98 +76.1%
520 RSG REPUBLIC SVCS INC Industrials 1,035.0 $219K 0.01% NEW $211.99 +1.4%
Page 26 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%