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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 3 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DJP BARCLAYS BANK PLC Financial Services 204,390.0 $7.2M 0.50% NEW $35.44 +43.8%
42 PANW PALO ALTO NETWORKS INC Technology 32,850.0 $6.7M 0.46% NEW $203.62 +19.3%
43 UBER UBER TECHNOLOGIES INC Technology 67,298.0 $6.6M 0.45% NEW $97.97 -23.4%
44 AVGO BROADCOM INC Technology 19,578.0 $6.5M 0.44% NEW $330.27 +27.4%
45 BERKSHIRE HATHAWAY INC DEL 11,737.0 $5.9M 0.41% NEW $502.74
46 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 196,585.0 $5.8M 0.40% NEW $29.62 +16.4%
47 IWM ISHARES TR 23,693.0 $5.7M 0.39% NEW $241.96 +14.1%
48 JPM JPMORGAN CHASE & CO. Financial Services 18,029.0 $5.7M 0.39% NEW $315.44 -5.6%
49 ANET ARISTA NETWORKS INC Technology 37,489.0 $5.5M 0.38% NEW $145.76 -2.8%
50 BMY BRISTOL-MYERS SQUIBB CO Healthcare 120,765.0 $5.4M 0.37% NEW $45.10 +27.1%
51 NFLX NETFLIX INC Communication Services 3,859.0 $4.6M 0.32% NEW $1198.91 -92.7%
52 VEA VANGUARD TAX-MANAGED FDS 76,877.0 $4.6M 0.32% NEW $59.92 +16.0%
53 COST COSTCO WHSL CORP NEW Consumer Defensive 4,698.0 $4.3M 0.30% NEW $925.54 +13.3%
54 LLY ELI LILLY & CO Healthcare 5,694.0 $4.3M 0.30% NEW $763.05 +31.9%
55 CSCO CISCO SYS INC Technology 62,702.0 $4.3M 0.29% NEW $68.42 +72.8%
56 XLV SELECT SECTOR SPDR TR 29,729.0 $4.1M 0.28% NEW $139.17 +4.7%
57 PFE PFIZER INC Healthcare 154,627.0 $3.9M 0.27% NEW $25.48 -0.6%
58 BIL SPDR SERIES TRUST 42,541.0 $3.9M 0.27% NEW $91.75 -0.2%
59 IWV ISHARES TR 10,241.0 $3.9M 0.27% NEW $378.94 +10.2%
60 VGT VANGUARD WORLD FD 5,122.0 $3.8M 0.26% NEW $746.56 -85.0%
Page 3 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%