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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 4 of 28  ·  559 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIOO VANGUARD ADMIRAL FDS INC 34,331.0 $3.8M 0.26% NEW $110.47 +12.4%
62 V VISA INC Financial Services 11,099.0 $3.8M 0.26% NEW $341.37 -4.6%
63 TYG TORTOISE ENERGY INFRA CORP Financial Services 85,000.0 $3.7M 0.25% NEW $43.09 +8.8%
64 MA MASTERCARD INCORPORATED Financial Services 6,414.0 $3.6M 0.25% NEW $568.85 -13.1%
65 CVX CHEVRON CORP NEW Energy 23,387.0 $3.6M 0.25% NEW $155.29 +23.1%
66 GLD SPDR GOLD TR Financial Services 9,876.0 $3.5M 0.24% NEW $355.46 +17.4%
67 DOW DOW INC Basic Materials 152,699.0 $3.5M 0.24% NEW $22.93 +69.0%
68 SHOP SHOPIFY INC Technology 23,239.0 $3.5M 0.24% NEW $148.61 -32.5%
69 ACWX ISHARES TR 52,170.0 $3.4M 0.23% NEW $65.01 +14.0%
70 WMT WALMART INC Consumer Defensive 31,396.0 $3.2M 0.22% NEW $103.16 +27.4%
71 PBR PETROLEO BRASILEIRO SA PETRO Energy 250,000.0 $3.2M 0.22% NEW $12.66 +57.4%
72 LRCX LAM RESEARCH CORP Technology 23,443.0 $3.1M 0.22% NEW $133.96 +112.5%
73 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 207,936.0 $3.1M 0.21% NEW $14.68 -6.1%
74 PLTR PALANTIR TECHNOLOGIES INC Technology 16,290.0 $3.0M 0.20% NEW $182.42 -26.5%
75 SCHF SCHWAB STRATEGIC TR 127,197.0 $3.0M 0.20% NEW $23.28 +15.5%
76 ORCL ORACLE CORP Technology 10,374.0 $2.9M 0.20% NEW $281.25 -31.4%
77 IWB ISHARES TR 7,957.0 $2.9M 0.20% NEW $365.47 +10.1%
78 JNJ JOHNSON & JOHNSON Healthcare 15,262.0 $2.8M 0.19% NEW $185.42 +22.3%
79 ABBV ABBVIE INC Healthcare 12,164.0 $2.8M 0.19% NEW $231.53 -9.6%
80 RF REGIONS FINANCIAL CORP NEW Financial Services 102,887.0 $2.7M 0.19% NEW $26.37 +1.1%
Page 4 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%