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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 5 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,439.0 $2.9M 0.18% +941.0 +17.1% $453.39 -4.2%
82 SYF SYNCHRONY FINANCIAL Financial Services 34,828.0 $2.9M 0.18% +956.0 +2.8% $83.43 -14.5%
83 RF REGIONS FINANCIAL CORP NEW Financial Services 103,062.0 $2.8M 0.18% $27.10 -0.4%
84 ABBV ABBVIE INC Healthcare 12,112.0 $2.8M 0.17% $228.50 -8.5%
85 ADBE ADOBE INC Technology 7,906.0 $2.8M 0.17% +2K +23.5% $350.02 -27.7%
86 VUG VANGUARD INDEX FDS 5,551.0 $2.7M 0.17% +59.0 +1.1% $487.89 -82.2%
87 QQQM INVESCO EXCH TRADED FD TR II 10,403.0 $2.6M 0.17% +496.0 +5.0% $252.94 +14.4%
88 WTV WISDOMTREE TR 27,799.0 $2.6M 0.16% +26K +1152.2% $93.30 +6.7%
89 SCHF SCHWAB STRATEGIC TR 106,494.0 $2.6M 0.16% -21K -16.3% $24.04 +11.3%
90 RSP INVESCO EXCHANGE TRADED FD T 13,328.0 $2.6M 0.16% $191.57 +5.5%
91 CART MAPLEBEAR INC Consumer Cyclical 56,435.0 $2.5M 0.16% $44.98 -9.4%
92 AXP AMERICAN EXPRESS CO Financial Services 6,747.0 $2.5M 0.16% +4K +146.3% $369.99 -15.3%
93 BKNG BOOKING HOLDINGS INC Consumer Cyclical 455.0 $2.4M 0.15% +53.0 +13.2% $5356.05 -97.1%
94 M MACYS INC Consumer Cyclical 109,113.0 $2.4M 0.15% +5K +5.0% $22.05 -16.0%
95 VGK VANGUARD INTL EQUITY INDEX F 28,500.0 $2.4M 0.15% $83.61 +3.8%
96 AMD ADVANCED MICRO DEVICES INC Technology 11,122.0 $2.4M 0.15% -456.0 -3.9% $214.17 +95.6%
97 TJX TJX COS INC NEW Consumer Cyclical 15,493.0 $2.4M 0.15% +223.0 +1.5% $153.61 -2.3%
98 RDVY FIRST TR EXCHANGE TRADED FD 34,224.0 $2.4M 0.15% +8K +31.4% $69.47 +5.9%
99 VWO VANGUARD INTL EQUITY INDEX F 42,802.0 $2.3M 0.14% +27K +162.7% $53.76 +8.6%
100 MRK MERCK & CO INC Healthcare 21,660.0 $2.3M 0.14% -6K -20.3% $105.27 +6.3%
Page 5 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%