CERTUITY, LLC
Top Portfolio Positions
528 positions ·
$1,119,295,314 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| C |
Citigroup Inc
Financial Services
|
846,687 | $96,022,772 | 8.58% |
| MU |
Micron Technology Inc
Technology
|
270,668 | $91,442,477 | 8.17% |
| AAPL |
Apple Inc.
Technology
|
215,143 | $54,601,141 | 4.88% |
| GE |
General Electric Co
Industrials
|
185,524 | $52,646,145 | 4.70% |
| OMF |
OneMain Holdings, Inc.
Financial Services
|
931,688 | $49,835,991 | 4.45% |
| NVDA |
Nvidia Corp
Technology
|
276,506 | $48,222,646 | 4.31% |
| MS |
Morgan Stanley
Financial Services
|
205,082 | $33,750,344 | 3.02% |
| FLG |
Flagstar Bank, National Association
Financial Services
|
2,124,280 | $27,976,767 | 2.50% |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
312,794 | $24,901,530 | 2.22% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
504,776 | $24,607,830 | 2.20% |
Portfolio Trend
Holdings in JACK
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,494 | 6,773 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $479,416 | 25,299 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $500,161 | 25,299 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $272,991 | 6,556 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $305,116 | 6,556 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $333,962 | 6,556 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $448,954 | 6,556 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $535,166 | 6,556 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $454,967 | 6,588 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $642,527 | 6,588 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $577,042 | 6,588 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $449,499 | 6,588 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $485,602 | 6,556 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $367,529 | 6,556 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $612,395 | 6,556 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $573,518 | 6,556 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $638,095 | 6,556 | Shares | Sole | 2021-11-03 | |
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