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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 19 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NNN NNN REIT INC Real Estate 8,990.0 $356K 0.02% $39.63 +13.8%
362 PGR PROGRESSIVE CORP Financial Services 1,561.0 $356K 0.02% -144.0 -8.4% $227.75 -13.1%
363 HSBC HSBC HLDGS PLC Financial Services 4,496.0 $354K 0.02% +39.0 +0.9% $78.67 +18.3%
364 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,844.0 $352K 0.02% NEW $191.10 -16.9%
365 RKLB ROCKET LAB CORP Industrials 5,038.0 $351K 0.02% +500.0 +11.0% $69.76 +105.1%
366 CCJ CAMECO CORP Energy 3,819.0 $349K 0.02% +21.0 +0.6% $91.49 +18.1%
367 RY ROYAL BK CDA Financial Services 2,044.0 $349K 0.02% -264.0 -11.4% $170.55 +11.1%
368 SEIC SEI INVTS CO Financial Services 4,240.0 $348K 0.02% -1K -21.6% $82.02 +10.5%
369 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 14,838.0 $346K 0.02% +290.0 +2.0% $23.31 -0.8%
370 USB US BANCORP DEL Financial Services 6,456.0 $344K 0.02% -190.0 -2.9% $53.36 +2.8%
371 SONY SONY GROUP CORP Technology 13,445.0 $344K 0.02% +445.0 +3.4% $25.60 -13.0%
372 LAMR LAMAR ADVERTISING CO NEW Real Estate 2,711.0 $343K 0.02% NEW $126.59 +21.2%
373 APH AMPHENOL CORP NEW Technology 2,527.0 $342K 0.02% +884.0 +53.8% $135.16 +4.8%
374 IYY ISHARES TR 2,057.0 $341K 0.02% $165.81 +9.8%
375 ILMN ILLUMINA INC Healthcare 2,600.0 $341K 0.02% NEW $131.16 +11.1%
376 DBX DROPBOX INC Technology 12,208.0 $339K 0.02% +4K +57.1% $27.80 -3.1%
377 TRU TRANSUNION Industrials 3,940.0 $338K 0.02% NEW $85.75 -17.6%
378 ITEQ AMPLIFY ETF TR 5,785.0 $336K 0.02% -1K -15.8% $58.05 +16.7%
379 SAP SAP SE Technology 1,378.0 $335K 0.02% -305.0 -18.1% $242.94 -27.9%
380 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 14,090.0 $333K 0.02% NEW $23.65 +3.2%
Page 19 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%