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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 27 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 BBJP J P MORGAN EXCHANGE TRADED F 3,324.0 $219K 0.01% NEW $65.91 +12.5%
522 JEPQ J P MORGAN EXCHANGE TRADED F 3,766.0 $219K 0.01% $58.12 +3.2%
523 NSC NORFOLK SOUTHN CORP Industrials 756.0 $219K 0.01% -39.0 -4.9% $289.04 +10.1%
524 CNC CENTENE CORP DEL Healthcare 5,245.0 $218K 0.01% NEW $41.59 +42.2%
525 TTEK TETRA TECH INC NEW Industrials 6,501.0 $218K 0.01% -2K -21.1% $33.54 -18.8%
526 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,597.0 $218K 0.01% -2K -39.4% $83.87 +14.6%
527 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,578.0 $217K 0.01% +50.0 +3.3% $137.82 -2.0%
528 COWZ PACER FDS TR 3,593.0 $216K 0.01% $60.17 +5.5%
529 DDOG DATADOG INC Technology 1,588.0 $216K 0.01% +82.0 +5.4% $136.02 +58.2%
530 WWD WOODWARD INC Industrials 708.0 $214K 0.01% NEW $302.35 +14.1%
531 INDA ISHARES TR 3,951.0 $214K 0.01% -515.0 -11.5% $54.05 -11.2%
532 MAA MID-AMER APT CMNTYS INC Real Estate 1,535.0 $213K 0.01% NEW $138.91 -7.5%
533 TER TERADYNE INC Technology 1,096.0 $212K 0.01% -379.0 -25.7% $193.56 +66.1%
534 MO ALTRIA GROUP INC Consumer Defensive 3,675.0 $212K 0.01% +643.0 +21.2% $57.67 +28.3%
535 WDAY WORKDAY INC Technology 982.0 $211K 0.01% -415.0 -29.7% $214.86 -39.8%
536 VYM VANGUARD WHITEHALL FDS 1,464.0 $210K 0.01% NEW $143.52 +9.2%
537 CMS CMS ENERGY CORP Utilities 2,998.0 $210K 0.01% +193.0 +6.9% $69.95 +3.1%
538 OKTA OKTA INC Technology 2,424.0 $210K 0.01% -779.0 -24.3% $86.49 -0.9%
539 FERG FERGUSON ENTERPRISES INC Industrials 939.0 $209K 0.01% -82.0 -8.0% $222.71 -0.5%
540 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 593.0 $208K 0.01% -123.0 -17.2% $350.93 +14.6%
Page 27 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%