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 12 of 21

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78468R747

Shares:3.4K

Value:$390.1K

% of Portfolio:0.0% ($390.1K/$952.9M)

921908844

VIG|921908844

Shares:2.0K

Value:$384.5K

% of Portfolio:0.0% ($384.5K/$952.9M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:860

Value:$384.3K

% of Portfolio:0.0% ($384.3K/$952.9M)

DEERE & CO

DE|244199105

Shares:813

Value:$381.5K

% of Portfolio:0.0% ($381.5K/$952.9M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.4K

Value:$380.4K

% of Portfolio:0.0% ($380.4K/$952.9M)

CLOROX CO /DE/

CLX|189054109

Shares:2.6K

Value:$376.5K

% of Portfolio:0.0% ($376.5K/$952.9M)

464287168

DVY|464287168

Shares:2.8K

Value:$375.1K

% of Portfolio:0.0% ($375.1K/$952.9M)

CYTOKINETICS INC

CYTK|23282W605

Shares:9.2K

Value:$369.9K

% of Portfolio:0.0% ($369.9K/$952.9M)

GRACO INC

GGG|384109104

Shares:4.4K

Value:$367.8K

% of Portfolio:0.0% ($367.8K/$952.9M)

SYNOPSYS INC

SNPS|871607107

Shares:849

Value:$367.8K

% of Portfolio:0.0% ($367.8K/$952.9M)

SMITH A O CORP

AOS|831865209

Shares:5.3K

Value:$349.0K

% of Portfolio:0.0% ($349.0K/$952.9M)

DOCUSIGN, INC.

DOCU|256163106

Shares:4.3K

Value:$347.4K

% of Portfolio:0.0% ($347.4K/$952.9M)

ESSEX PROPERTY TRUST, INC.

ESS|297178105

Shares:1.1K

Value:$345.7K

% of Portfolio:0.0% ($345.7K/$952.9M)

Sony Group Corp

SONY|835699307

Shares:13.6K

Value:$345.4K

% of Portfolio:0.0% ($345.4K/$952.9M)

03073E105

Shares:1.2K

Value:$342.5K

% of Portfolio:0.0% ($342.5K/$952.9M)

STARBUCKS CORP

SBUX|855244109

Shares:3.5K

Value:$341.6K

% of Portfolio:0.0% ($341.6K/$952.9M)

032108599

Shares:6.9K

Value:$335.7K

% of Portfolio:0.0% ($335.7K/$952.9M)

97717W307

DLN|97717W307

Shares:4.2K

Value:$334.5K

% of Portfolio:0.0% ($334.5K/$952.9M)

Zoom Communications, Inc.

ZM|98980L101

Shares:4.5K

Value:$334.2K

% of Portfolio:0.0% ($334.2K/$952.9M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:3.6K

Value:$334.1K

% of Portfolio:0.0% ($334.1K/$952.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R747)✕	3.4K	QoQ +0.23% (-8) YoY +1.21% (+41)	All Managers (Combined)	$390.1K	0.0% ($390.1K/$952.9M)	QoQ -1.19% (-$4.7K) YoY +9.13% (+$32.6K)
(VIGcusip921908844)	2.0K	QoQ -0.90% (-18) YoY -4.94% (-103)	All Managers (Combined)	$384.5K	0.0% ($384.5K/$952.9M)	QoQ -1.83% (-$7.2K) YoY +0.98% (-$3.8K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	860	QoQ +3.48% (-29) YoY +27.21% (+184)	All Managers (Combined)	$384.3K	0.0% ($384.3K/$952.9M)	QoQ -4.78% (-$19.3K) YoY +24.92% (+$76.7K)
DEERE & CO(DEcusip244199105)	813	QoQ +2.78% (+22) YoY -11.43% (-105)	All Managers (Combined)	$381.5K	0.0% ($381.5K/$952.9M)	QoQ +13.89% (+$46.5K) YoY +1.11% (-$4.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.4K	QoQ -4.33% (-64) YoY -29.51% (-592)	All Managers (Combined)	$380.4K	0.0% ($380.4K/$952.9M)	QoQ -13.31% (-$58.4K) YoY -16.73% (-$76.4K)
CLOROX CO /DE/(CLXcusip189054109)	2.6K	QoQ -22.79% (-755) YoY NEW(+2.6K)	All Managers (Combined)	$376.5K	0.0% ($376.5K/$952.9M)	QoQ -30.00% (-$161.4K) YoY NEW(+$376.5K)
(DVYcusip464287168)	2.8K	QoQ -36.62% (-1.6K) YoY -44.70% (-2.3K)	All Managers (Combined)	$375.1K	0.0% ($375.1K/$952.9M)	QoQ -35.18% (-$203.6K) YoY -39.71% (-$247.1K)
CYTOKINETICS INC(CYTKcusip23282W605)	9.2K	QoQ +76.86% (+4.0K) YoY +84.08% (+4.2K)	All Managers (Combined)	$369.9K	0.0% ($369.9K/$952.9M)	QoQ +51.10% (+$125.1K) YoY +5.52% (+$19.4K)
GRACO INC(GGGcusip384109104)	4.4K	QoQ +21.72% (+786) YoY +9.60% (-386)	All Managers (Combined)	$367.8K	0.0% ($367.8K/$952.9M)	QoQ +20.60% (+$62.8K) YoY -2.05% (-$7.7K)
SYNOPSYS INC(SNPScusip871607107)	849	QoQ -23.58% (-262) YoY +49.73% (+282)	All Managers (Combined)	$367.8K	0.0% ($367.8K/$952.9M)	QoQ -31.77% (-$171.3K) YoY +13.49% (+$43.7K)
SMITH A O CORP(AOScusip831865209)	5.3K	QoQ NEW(+5.3K) YoY +111.40% (+2.8K)	All Managers (Combined)	$349.0K	0.0% ($349.0K/$952.9M)	QoQ NEW(+$349.0K) YoY +54.42% (+$123.0K)
DOCUSIGN, INC.(DOCUcusip256163106)	4.3K	QoQ +5.74% (-232) YoY NEW(+4.3K)	All Managers (Combined)	$347.4K	0.0% ($347.4K/$952.9M)	QoQ -4.29% (-$15.6K) YoY NEW(+$347.4K)
ESSEX PROPERTY TRUST, INC.(ESScusip297178105)	1.1K	QoQ +42.96% (+339) YoY NEW(+1.1K)	All Managers (Combined)	$345.7K	0.0% ($345.7K/$952.9M)	QoQ +53.58% (+$120.6K) YoY NEW(+$345.7K)
Sony Group Corp(SONYcusip835699307)	13.6K	QoQ +4.54% (+592) YoY NEW(+13.6K)	All Managers (Combined)	$345.4K	0.0% ($345.4K/$952.9M)	QoQ +25.44% (+$70.1K) YoY NEW(+$345.4K)
(cusip03073E105)✕	1.2K	QoQ -6.31% (-83) YoY NEW(+1.2K)	All Managers (Combined)	$342.5K	0.0% ($342.5K/$952.9M)	QoQ +15.95% (-$47.1K) YoY NEW(+$342.5K)
STARBUCKS CORP(SBUXcusip855244109)	3.5K	QoQ +4.75% (+158) YoY +49.74% (+1.2K)	All Managers (Combined)	$341.6K	0.0% ($341.6K/$952.9M)	QoQ +12.61% (+$38.3K) YoY +60.73% (+$129.1K)
(cusip032108599)✕	6.9K	QoQ 0.00% (-0) YoY NEW(+6.9K)	All Managers (Combined)	$335.7K	0.0% ($335.7K/$952.9M)	QoQ -5.13% (-$18.2K) YoY NEW(+$335.7K)
(DLNcusip97717W307)	4.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$334.5K	0.0% ($334.5K/$952.9M)	QoQ +2.03% (+$6.7K) YoY +9.94% (+$30.3K)
Zoom Communications, Inc.(ZMcusip98980L101)	4.5K	QoQ +16.76% (+648) YoY NEW(+4.5K)	All Managers (Combined)	$334.2K	0.0% ($334.2K/$952.9M)	QoQ +5.94% (+$18.8K) YoY NEW(+$334.2K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	3.6K	QoQ -4.33% (-165) YoY +41.18% (+1.1K)	All Managers (Combined)	$334.1K	0.0% ($334.1K/$952.9M)	QoQ -22.28% (-$95.8K) YoY +6.37% (+$20.0K)