Certuity

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ASND",
  "PINS",
  "KRYS",
  "HOOD",
  "ARGX",
  "MQ",
  "DJP",
  "TROW",
  null,
  "LYFT",
  "RF",
  "ALSN",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "FLG",
  "APD",
  "VONG",
  "GOOGL",
  null,
  "AXP",
  "SCHH",
  null,
  "AIG",
  "ASML",
  "BGY",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "ABR",
  "ARCC",
  "SAN",
  "BITF",
  "BSX",
  null,
  null,
  null,
  "COF",
  "CMI",
  "USA",
  "DUK",
  "M",
  "ESS",
  null,
  null,
  "TYG",
  "EXPE",
  "EXPD",
  "FFIV",
  "FCX",
  "GD",
  "GILD",
  "ALLK",
  "HLT",
  "HON",
  "HD",
  "CAN",
  null,
  null,
  "AZN",
  "MCD",
  null,
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "NOTE",
  "SCCO",
  "ISRG",
  "HSBC",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  "IVW",
  "PDYN",
  "OUST",
  "IJH",
  null,
  null,
  "SKYX",
  "SOND",
  "PRT",
  "LHX",
  "LRCX",
  "LIN",
  null,
  "PWR",
  "MRVL",
  "MA",
  "PODD",
  "MDT",
  "MSFT",
  "MUFG",
  "MS",
  "TMUS",
  "GE",
  null,
  "HUN",
  "ODFL",
  "OMF",
  "ORLY",
  "DLN",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "PBR",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MDB",
  "AMGN",
  "KVUE",
  null,
  "PPG",
  "REGN",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "ROP",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TKO",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TWLO",
  "TSN",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "VV",
  "RCL",
  "PCTY",
  "HBIO",
  "SCHW",
  "AYRO",
  "VWO",
  "IWV",
  "SBAC",
  null,
  null,
  "VIG",
  null,
  "LYG",
  "TTE",
  "TRGP",
  "IWO",
  "SU",
  "MTD",
  "IWN",
  null,
  "SNY",
  "GGG",
  "TSM",
  "CHPT",
  null,
  "VTR",
  "GDOT",
  "DD",
  "VRTX",
  null,
  "TT",
  "SEIC",
  "LECO",
  "ST",
  "ADSK",
  "AMCR",
  "GM",
  "AMD",
  "SONY",
  "FI",
  "DOV",
  "F",
  "AJG",
  "WM",
  "IWR",
  "ROIV",
  "CAH",
  "AEP",
  "FBK",
  "EVLV",
  null,
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  null,
  null,
  "TTWO",
  null,
  "IVE",
  "TPL",
  null,
  null,
  "VPL",
  "VGT",
  "VUG",
  "VEA",
  "VGK",
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WFC",
  "HOWL",
  null,
  "WING",
  "WMB",
  null,
  null,
  "WDAY",
  "ESI",
  "CART",
  "G",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  "SCHF",
  "MSCI",
  "NDSN",
  "JCI",
  "NXPI",
  "MOH",
  "SO",
  "TTD",
  "OKTA",
  "PSX",
  "CRM",
  "SNAP",
  "SYY",
  "DIA",
  "PFLT",
  "SPOT",
  "HCI",
  null,
  "GEV",
  "MELI",
  "OLED",
  "ZM",
  "MCK",
  "GWW",
  "SYF",
  "NUE",
  "FDX",
  null,
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BMO",
  "BCS",
  "BK",
  "BRK-B",
  "BA",
  null,
  "BMY",
  "BBIO",
  "BF-B",
  "CHRW",
  "CDNS",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CPRT",
  "CORT",
  "ED",
  "COST",
  "CSGP",
  "CRWD",
  "DHR",
  "CYTK",
  "DE",
  "DFS",
  "DOCU",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 405
Total Value: 952878150
Accession Number: 0001172661-25-001734
Form Type: 13F-HR
CIK: certuity
Manager Name: Certuity

Data Enrichment

87% identified

354 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

405 positions • $952.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 21

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Marvell Technology, Inc.

MRVL|573874104

Shares:8.3K

Value:$514.2K

% of Portfolio:0.1% ($514.2K/$952.9M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.9K

Value:$509.1K

% of Portfolio:0.1% ($509.1K/$952.9M)

ServiceNow, Inc.

NOW|81762P102

Shares:625

Value:$497.6K

% of Portfolio:0.1% ($497.6K/$952.9M)

72201R833

Shares:4.9K

Value:$491.4K

% of Portfolio:0.1% ($491.4K/$952.9M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:5.2K

Value:$490.5K

% of Portfolio:0.1% ($490.5K/$952.9M)

SAP SE

SAP|803054204

Shares:1.8K

Value:$489.4K

% of Portfolio:0.1% ($489.4K/$952.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.0K

Value:$480.7K

% of Portfolio:0.1% ($480.7K/$952.9M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.3K

Value:$479.4K

% of Portfolio:0.1% ($479.4K/$952.9M)

301505707

Shares:9.3K

Value:$479.1K

% of Portfolio:0.1% ($479.1K/$952.9M)

808524201

SCHX|808524201

Shares:21.4K

Value:$471.8K

% of Portfolio:0.0% ($471.8K/$952.9M)

46434G103

IEMG|46434G103

Shares:8.7K

Value:$468.1K

% of Portfolio:0.0% ($468.1K/$952.9M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:7.2K

Value:$468.1K

% of Portfolio:0.0% ($468.1K/$952.9M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.7K

Value:$467.8K

% of Portfolio:0.0% ($467.8K/$952.9M)

MCKESSON CORP

MCK|58155Q103

Shares:695

Value:$467.6K

% of Portfolio:0.0% ($467.6K/$952.9M)

Krystal Biotech, Inc.

KRYS|501147102

Shares:2.6K

Value:$466.1K

% of Portfolio:0.0% ($466.1K/$952.9M)

INTUIT INC.

INTU|461202103

Shares:760

Value:$465.8K

% of Portfolio:0.0% ($465.8K/$952.9M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.3K

Value:$465.5K

% of Portfolio:0.0% ($465.5K/$952.9M)

Trane Technologies plc

TT|G8994E103

Shares:1.4K

Value:$459.3K

% of Portfolio:0.0% ($459.3K/$952.9M)

SOUTHERN CO

SO|842587107

Shares:5.0K

Value:$455.1K

% of Portfolio:0.0% ($455.1K/$952.9M)

AppLovin Corp

APP|03831W108

Shares:1.7K

Value:$453.2K

% of Portfolio:0.0% ($453.2K/$952.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Marvell Technology, Inc.(MRVLcusip573874104)	8.3K	QoQ +11.34% (-850) YoY NEW(+8.3K)	All Managers (Combined)	$514.2K	0.1% ($514.2K/$952.9M)	QoQ -37.88% (-$313.6K) YoY NEW(+$514.2K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.9K	QoQ +96.21% (+916) YoY -56.00% (-2.4K)	All Managers (Combined)	$509.1K	0.1% ($509.1K/$952.9M)	QoQ +102.99% (+$258.3K) YoY -57.55% (-$690.3K)
ServiceNow, Inc.(NOWcusip81762P102)	625	QoQ -6.43% (-43) YoY -23.21% (-189)	All Managers (Combined)	$497.6K	0.1% ($497.6K/$952.9M)	QoQ -29.71% (-$210.4K) YoY -19.79% (-$122.8K)
(cusip72201R833)✕	4.9K	QoQ 0.00% (+0) YoY -0.95% (-47)	All Managers (Combined)	$491.4K	0.1% ($491.4K/$952.9M)	QoQ +0.27% (+$1.4K) YoY -0.87% (-$4.3K)
COLGATE PALMOLIVE CO(CLcusip194162103)	5.2K	QoQ +22.48% (+961) YoY +95.92% (+2.6K)	All Managers (Combined)	$490.5K	0.1% ($490.5K/$952.9M)	QoQ +26.23% (+$101.9K) YoY +103.81% (+$249.8K)
SAP SE(SAPcusip803054204)	1.8K	QoQ +0.16% (+3) YoY +66.18% (+726)	All Managers (Combined)	$489.4K	0.1% ($489.4K/$952.9M)	QoQ +9.19% (+$41.2K) YoY +128.83% (+$275.5K)
UNION PACIFIC CORP(UNPcusip907818108)	2.0K	QoQ +16.48% (+288) YoY +63.45% (+790)	All Managers (Combined)	$480.7K	0.1% ($480.7K/$952.9M)	QoQ +20.63% (+$82.2K) YoY +56.96% (+$174.5K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.3K	QoQ +5.83% (-182) YoY +13.00% (-380)	All Managers (Combined)	$479.4K	0.1% ($479.4K/$952.9M)	QoQ -5.53% (-$28.1K) YoY -20.47% (-$123.4K)
(cusip301505707)✕	9.3K	QoQ +0.38% (-36) YoY NEW(+9.3K)	All Managers (Combined)	$479.1K	0.1% ($479.1K/$952.9M)	QoQ -8.10% (-$42.3K) YoY NEW(+$479.1K)
(SCHXcusip808524201)	21.4K	QoQ +0.02% (-6) YoY +12.68% (-2.4K)	All Managers (Combined)	$471.8K	0.0% ($471.8K/$952.9M)	QoQ -4.72% (-$23.4K) YoY -59.90% (-$705.0K)
(IEMGcusip46434G103)	8.7K	QoQ -1.97% (-175) YoY +87.56% (+4.0K)	All Managers (Combined)	$468.1K	0.0% ($468.1K/$952.9M)	QoQ +1.30% (-$6.0K) YoY +96.20% (+$229.5K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	7.2K	QoQ +7.13% (-478) YoY +14.69% (+919)	All Managers (Combined)	$468.1K	0.0% ($468.1K/$952.9M)	QoQ -18.09% (-$103.4K) YoY +11.70% (+$49.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.7K	QoQ -1.78% (-30) YoY +27.05% (+352)	All Managers (Combined)	$467.8K	0.0% ($467.8K/$952.9M)	QoQ +16.01% (-$64.6K) YoY +73.89% (+$198.8K)
MCKESSON CORP(MCKcusip58155Q103)	695	QoQ +0.28% (+2) YoY +5.62% (+37)	All Managers (Combined)	$467.6K	0.0% ($467.6K/$952.9M)	QoQ +18.46% (+$72.9K) YoY +32.36% (+$114.3K)
Krystal Biotech, Inc.(KRYScusip501147102)	2.6K	QoQ +89.37% (+1.2K) YoY NEW(+2.6K)	All Managers (Combined)	$466.1K	0.0% ($466.1K/$952.9M)	QoQ +117.95% (+$252.2K) YoY NEW(+$466.1K)
INTUIT INC.(INTUcusip461202103)	760	QoQ -11.83% (-102) YoY -23.30% (-231)	All Managers (Combined)	$465.8K	0.0% ($465.8K/$952.9M)	QoQ -14.07% (-$76.3K) YoY -27.71% (-$178.6K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.3K	QoQ -16.89% (-271) YoY -15.52% (-245)	All Managers (Combined)	$465.5K	0.0% ($465.5K/$952.9M)	QoQ -14.62% (-$79.7K) YoY -15.07% (-$82.6K)
Trane Technologies plc(TTcusipG8994E103)	1.4K	QoQ +45.00% (+423) YoY +41.39% (+399)	All Managers (Combined)	$459.3K	0.0% ($459.3K/$952.9M)	QoQ +32.37% (+$112.3K) YoY +58.76% (+$170.0K)
SOUTHERN CO(SOcusip842587107)	5.0K	QoQ +1.16% (+57) YoY +3.79% (+181)	All Managers (Combined)	$455.1K	0.0% ($455.1K/$952.9M)	QoQ +12.99% (+$52.3K) YoY +33.02% (+$113.0K)
AppLovin Corp(APPcusip03831W108)	1.7K	QoQ +33.07% (+425) YoY NEW(+1.7K)	All Managers (Combined)	$453.2K	0.0% ($453.2K/$952.9M)	QoQ +8.88% (+$37.0K) YoY NEW(+$453.2K)