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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 6 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DGRS WISDOMTREE TR 45,066.0 $2.2M 0.14% -2K -3.8% $49.62 +11.0%
102 XLK SELECT SECTOR SPDR TR 15,449.0 $2.2M 0.14% +7K +80.5% $143.98 +21.1%
103 DBJP DBX ETF TR 23,485.0 $2.2M 0.14% $94.66 +15.7%
104 KO COCA COLA CO Consumer Defensive 30,670.0 $2.1M 0.14% +3K +12.2% $69.91 +15.6%
105 SG SWEETGREEN INC Consumer Cyclical 302,500.0 $2.0M 0.13% +2K +0.8% $6.76 +19.7%
106 ORCL ORACLE CORP Technology 10,340.0 $2.0M 0.13% $194.92 -1.0%
107 INCY INCYTE CORP Healthcare 20,053.0 $2.0M 0.12% NEW $98.77 -3.5%
108 HD HOME DEPOT INC Consumer Cyclical 5,745.0 $2.0M 0.12% -36.0 -0.6% $344.15 -13.6%
109 EMLP FIRST TR EXCHANGE-TRADED FD 51,217.0 $1.9M 0.12% +34K +200.7% $37.87 +16.2%
110 CRWD CROWDSTRIKE HLDGS INC Technology 4,099.0 $1.9M 0.12% +228.0 +5.9% $468.80 +26.7%
111 TT TRANE TECHNOLOGIES PLC Industrials 4,767.0 $1.9M 0.12% +142.0 +3.1% $389.23 +19.9%
112 NEM NEWMONT CORP Basic Materials 18,528.0 $1.9M 0.12% +3K +20.6% $99.85 +9.2%
113 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 5,995.0 $1.8M 0.12% +494.0 +9.0% $303.91 +33.0%
114 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,721.0 $1.8M 0.11% $480.65 +3.4%
115 ACN ACCENTURE PLC IRELAND Technology 6,544.0 $1.8M 0.11% +420.0 +6.9% $268.34 -33.8%
116 CRM SALESFORCE INC Technology 6,517.0 $1.7M 0.11% -166.0 -2.5% $264.93 -34.5%
117 MCD MCDONALDS CORP Consumer Cyclical 5,587.0 $1.7M 0.11% +238.0 +4.5% $305.66 -9.6%
118 CB CHUBB LIMITED Financial Services 5,463.0 $1.7M 0.11% $312.59 +5.7%
119 IAU ISHARES GOLD TR Financial Services 20,894.0 $1.7M 0.11% +1K +6.9% $81.17 +5.7%
120 EFA ISHARES TR 17,409.0 $1.7M 0.10% -6K -24.0% $96.03 +6.9%
Page 6 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%