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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 22 of 30  ·  587 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KNSL KINSALE CAP GROUP INC Financial Services 760.0 $297K 0.02% +4.0 +0.5% $391.34 -20.7%
422 FDN FIRST TR EXCHANGE-TRADED FD 1,103.0 $297K 0.02% $269.18 +1.7%
423 VCSH VANGUARD SCOTTSDALE FDS 3,710.0 $296K 0.02% -3K -40.5% $79.73 -1.1%
424 JHG JANUS HENDERSON GROUP PLC Financial Services 6,172.0 $294K 0.02% +2K +33.1% $47.57 +8.9%
425 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 4,959.0 $293K 0.02% -764.0 -13.3% $59.08 +32.6%
426 RJF RAYMOND JAMES FINL INC Financial Services 1,809.0 $291K 0.02% +188.0 +11.6% $160.63 -5.7%
427 SPOT SPOTIFY TECHNOLOGY S A Communication Services 500.0 $291K 0.02% -50.0 -9.1% $581.00 -10.5%
428 NTRS NORTHERN TR CORP Financial Services 2,122.0 $290K 0.02% NEW $136.60 +22.8%
429 VIG VANGUARD SPECIALIZED FUNDS 1,314.0 $289K 0.02% -1K -50.2% $219.78 +6.1%
430 PPH VANECK ETF TRUST 2,786.0 $288K 0.02% -41.0 -1.4% $103.20 +1.7%
431 AIG AMERICAN INTL GROUP INC Financial Services 3,349.0 $287K 0.02% +61.0 +1.9% $85.56 -9.9%
432 GEN GEN DIGITAL INC Technology 10,530.0 $286K 0.02% +1K +10.7% $27.19 -8.7%
433 MLPX GLOBAL X FDS 4,729.0 $286K 0.02% $60.54 +27.7%
434 PLD PROLOGIS INC. Real Estate 2,237.0 $286K 0.02% -88.0 -3.8% $127.69 +14.3%
435 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 3,251.0 $284K 0.02% -1K -28.3% $87.34 +13.6%
436 APG API GROUP CORP Industrials 7,406.0 $283K 0.02% +355.0 +5.0% $38.26 +8.8%
437 SNDR SCHNEIDER NATIONAL INC Industrials 10,628.0 $282K 0.02% NEW $26.53 +25.9%
438 ARKK ARK ETF TR 3,664.0 $282K 0.02% $76.93 -0.7%
439 KR KROGER CO Consumer Defensive 4,500.0 $281K 0.02% +432.0 +10.6% $62.48 +7.6%
440 WELL WELLTOWER INC Real Estate 1,506.0 $280K 0.02% +8.0 +0.5% $185.70 +16.4%
Page 22 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%