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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 8 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CPRT COPART INC Industrials 32,893.0 $1.3M 0.08% +9K +36.0% $39.15 -15.0%
142 PG PROCTER AND GAMBLE CO Consumer Defensive 8,961.0 $1.3M 0.08% -1K -13.2% $143.33 -1.0%
143 BK BANK NEW YORK MELLON CORP Financial Services 10,823.0 $1.3M 0.08% -1K -9.1% $116.10 +18.5%
144 SCHW SCHWAB CHARLES CORP Financial Services 12,518.0 $1.3M 0.08% +415.0 +3.4% $99.91 -7.1%
145 ETN EATON CORP PLC Industrials 3,851.0 $1.2M 0.08% +277.0 +7.8% $318.58 +17.9%
146 ODFL OLD DOMINION FREIGHT LINE IN Industrials 7,785.0 $1.2M 0.08% +2K +45.7% $156.81 +31.5%
147 LOW LOWES COS INC Consumer Cyclical 5,051.0 $1.2M 0.08% +227.0 +4.7% $241.19 -9.2%
148 COF CAPITAL ONE FINL CORP Financial Services 4,981.0 $1.2M 0.08% -56.0 -1.1% $242.40 -24.5%
149 MCK MCKESSON CORP Healthcare 1,469.0 $1.2M 0.08% +15.0 +1.0% $821.24 -5.8%
150 FAST FASTENAL CO Industrials 29,004.0 $1.2M 0.07% +8K +38.7% $40.33 +8.5%
151 SPGI S&P GLOBAL INC Financial Services 2,222.0 $1.2M 0.07% -135.0 -5.7% $522.64 -20.9%
152 VO VANGUARD INDEX FDS 3,982.0 $1.2M 0.07% $290.22 -73.7%
153 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 12,645.0 $1.2M 0.07% +439.0 +3.6% $91.22 +1.1%
154 SYK STRYKER CORPORATION Healthcare 3,241.0 $1.1M 0.07% -172.0 -5.0% $351.56 -10.2%
155 APP APPLOVIN CORP Technology 1,684.0 $1.1M 0.07% +69.0 +4.3% $674.06 -29.2%
156 EXPE EXPEDIA GROUP INC Consumer Cyclical 4,001.0 $1.1M 0.07% +820.0 +25.8% $283.31 -24.2%
157 COP CONOCOPHILLIPS Energy 12,040.0 $1.1M 0.07% -3K -19.7% $93.62 +33.9%
158 ISRG INTUITIVE SURGICAL INC Healthcare 1,917.0 $1.1M 0.07% -63.0 -3.2% $566.65 -22.4%
159 RTX RTX CORPORATION Industrials 5,767.0 $1.1M 0.07% +250.0 +4.5% $183.40 -3.8%
160 IEMG ISHARES INC 15,700.0 $1.1M 0.07% -112.0 -0.7% $67.22 +17.6%
Page 8 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%