CERTUITY, LLC
•CIK: 1800752•Filing: Q4 2025
**CERTUITY, LLC** manages $1.6B across a diversified portfolio of 584 positions. The fund exhibits significant concentration in technology and industrials, with top holdings including OMF at $130.4M and TRVC at $98.6M. Notable allocations also include substantial positions in MU ($77.0M), VOO ($70.9M), and AAPL ($56.8M). This structure suggests a tactical, large-cap growth mandate across diverse sectors.
Total AUM
$1.6B
+ $113.3K in options
QoQ Performance
+12.8%
Positions
499
+ 2 options
Top 10 Concentration
44.9%
Latest Filing
Q4 2025
Top Holdings Allocation
OMF
TRVC
OMF8.2%
TRVC6.2%
MU4.8%
VOO4.5%
GE3.6%
AAPL3.6%
NVDA3.2%
IVV2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.4%
Technology15.6%
ETF9.2%
Financial6.8%
Industrial4.9%
Consumer3.4%
Healthcare1.8%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+353 more exited positions
Changes from Q3 2025
NEW4 new positions
↑112 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023