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Certuity, LLC

All holdings · as of Dec 31, 2025

584 positions

CompanyClassValueShares% of portfolio
Duke Energy Corp—$389.2K3,3200.0%
NASDAQ, Inc.—$390.7K4,0210.0%
Paylocity Holding Corp—$391.0K2,5640.0%
SKYWORKS SOLUTIONS, INC.—$395.4K6,2350.0%
YETI Holdings, Inc.—$398.2K9,0160.0%
CLEAN HARBORS INC—$398.4K1,6990.0%
Valero Energy Corp—$400.9K2,4620.0%
ISHARES TR—$401.9K1,7430.0%
Dynatrace, Inc.—$403.0K9,2980.0%
RPM International Inc—$403.7K3,8810.0%
JABIL INC—$404.3K1,7730.0%
PayPal Holdings, Inc.—$405.8K6,9500.0%
Snap-on Inc—$407.0K1,1810.0%
DOLLAR GENERAL CORP—$409.0K3,0800.0%
Cencora Inc—$409.1K1,2110.0%
ISHARES INC—$409.3K3,7190.0%
Ouster, Inc.—$411.0K18,9920.0%
EPAM Systems, Inc.—$411.8K2,0100.0%
EASTGROUP PROPERTIES INC—$412.6K2,3160.0%
UNIVERSAL HEALTH SERVICES INC—$412.7K1,8930.0%
ISHARES SILVER TR—$416.5K6,4660.0%
CVS HEALTH Corp—$416.6K5,2490.0%
ISHARES TR—$422.2K2,5010.0%
Evercore Inc—$423.5K1,2440.0%
WILLIAMS SONOMA INC—$424.3K2,3760.0%
CURTISS WRIGHT CORP—$427.3K7750.0%
West Pharmaceutical Services Inc—$428.2K1,5560.0%
Trade Desk, Inc.—$433.6K11,4220.0%
Johnson Controls International plc—$438.6K3,6630.0%
Ingredion Inc—$439.4K3,9840.0%
United Rentals Inc—$440.8K5440.0%
MASCO CORP /DE—$444.5K7,0050.0%
NIKE, Inc.—$447.1K7,0170.0%
General Motors Co—$454.2K5,5850.0%
GLOBAL X FDS—$455.4K14,9500.0%
ANALOG DEVICES INC—$457.3K1,6860.0%
WASTE MANAGEMENT INC—$462.2K2,1030.0%
Everpure, Inc.—$462.2K6,8970.0%
LOCKHEED MARTIN CORP—$466.8K9650.0%
Hilton Worldwide Holdings Inc.—$466.9K1,6250.0%
J P MORGAN EXCHANGE TRADED F—$469.2K6,4010.0%
SYNOPSYS INC—$471.2K1,0030.0%
INVESCO EXCH TRADED FD TR II—$471.4K22,4460.0%
KILROY REALTY CORP—$472.5K12,6430.0%
SS&C TECHNOLOGIES HOLDINGS, INC.—$473.4K5,4150.0%
GRACO INC—$474.4K5,7870.0%
Avery Dennison Corp—$475.4K2,6130.0%
Travel + Leisure Co—$475.6K6,7430.0%
ISHARES TR—$476.5K3,3760.0%
JACK IN THE BOX INC—$479.4K25,2990.0%
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