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 13 of 21

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MOODYS CORP /DE/

MCO|615369105

Shares:717

Value:$333.9K

% of Portfolio:0.0% ($333.9K/$952.9M)

464286632

Shares:4.5K

Value:$333.8K

% of Portfolio:0.0% ($333.8K/$952.9M)

45782C797

Shares:8.5K

Value:$331.4K

% of Portfolio:0.0% ($331.4K/$952.9M)

KKR & Co. Inc.

KKR|48251W104

Shares:2.9K

Value:$331.0K

% of Portfolio:0.0% ($331.0K/$952.9M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:2.2K

Value:$329.9K

% of Portfolio:0.0% ($329.9K/$952.9M)

Cloudflare, Inc.

NET|18915M107

Shares:2.9K

Value:$326.0K

% of Portfolio:0.0% ($326.0K/$952.9M)

Motorola Solutions, Inc.

MSI|620076307

Shares:737

Value:$322.9K

% of Portfolio:0.0% ($322.9K/$952.9M)

ASTRAZENECA PLC

AZN|046353108

Shares:4.4K

Value:$321.7K

% of Portfolio:0.0% ($321.7K/$952.9M)

ECOLAB INC.

ECL|278865100

Shares:1.3K

Value:$319.9K

% of Portfolio:0.0% ($319.9K/$952.9M)

Workday, Inc.

WDAY|98138H101

Shares:1.4K

Value:$319.6K

% of Portfolio:0.0% ($319.6K/$952.9M)

464287556

Shares:2.5K

Value:$319.4K

% of Portfolio:0.0% ($319.4K/$952.9M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.8K

Value:$319.3K

% of Portfolio:0.0% ($319.3K/$952.9M)

TWILIO INC

TWLO|90138F102

Shares:3.3K

Value:$318.7K

% of Portfolio:0.0% ($318.7K/$952.9M)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:701

Value:$318.6K

% of Portfolio:0.0% ($318.6K/$952.9M)

Palladyne AI Corp.

PDYN|80359A205

Shares:53.5K

Value:$314.9K

% of Portfolio:0.0% ($314.9K/$952.9M)

Johnson Controls International plc

JCI|G51502105

Shares:3.9K

Value:$313.2K

% of Portfolio:0.0% ($313.2K/$952.9M)

Elevance Health, Inc.

ELV|036752103

Shares:707

Value:$307.7K

% of Portfolio:0.0% ($307.7K/$952.9M)

33939L506

Shares:12.6K

Value:$307.2K

% of Portfolio:0.0% ($307.2K/$952.9M)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:2.2K

Value:$305.3K

% of Portfolio:0.0% ($305.3K/$952.9M)

464287648

IWO|464287648

Shares:1.2K

Value:$304.2K

% of Portfolio:0.0% ($304.2K/$952.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MOODYS CORP /DE/(MCOcusip615369105)	717	QoQ NEW(+717) YoY NEW(+717)	All Managers (Combined)	$333.9K	0.0% ($333.9K/$952.9M)	QoQ NEW(+$333.9K) YoY NEW(+$333.9K)
(cusip464286632)✕	4.5K	QoQ 0.00% (-0) YoY +1.58% (+70)	All Managers (Combined)	$333.8K	0.0% ($333.8K/$952.9M)	QoQ -3.49% (-$12.1K) YoY +18.45% (+$52.0K)
(cusip45782C797)✕	8.5K	QoQ 0.00% (-0) YoY NEW(+8.5K)	All Managers (Combined)	$331.4K	0.0% ($331.4K/$952.9M)	QoQ -1.81% (-$6.1K) YoY NEW(+$331.4K)
KKR & Co. Inc.(KKRcusip48251W104)	2.9K	QoQ +1.20% (-34) YoY +0.24% (+7)	All Managers (Combined)	$331.0K	0.0% ($331.0K/$952.9M)	QoQ -20.89% (-$87.5K) YoY +15.23% (+$43.8K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	2.2K	QoQ +23.98% (+432) YoY NEW(+2.2K)	All Managers (Combined)	$329.9K	0.0% ($329.9K/$952.9M)	QoQ +27.45% (+$71.1K) YoY NEW(+$329.9K)
Cloudflare, Inc.(NETcusip18915M107)	2.9K	QoQ +0.45% (+13) YoY +15.39% (+386)	All Managers (Combined)	$326.0K	0.0% ($326.0K/$952.9M)	QoQ +5.12% (+$15.9K) YoY +34.29% (+$83.3K)
Motorola Solutions, Inc.(MSIcusip620076307)	737	QoQ +17.92% (+112) YoY NEW(+737)	All Managers (Combined)	$322.9K	0.0% ($322.9K/$952.9M)	QoQ +11.67% (+$33.8K) YoY NEW(+$322.9K)
ASTRAZENECA PLC(AZNcusip046353108)	4.4K	QoQ +3.89% (+164) YoY NEW(+4.4K)	All Managers (Combined)	$321.7K	0.0% ($321.7K/$952.9M)	QoQ +16.55% (+$45.7K) YoY NEW(+$321.7K)
ECOLAB INC.(ECLcusip278865100)	1.3K	QoQ +6.49% (+77) YoY +4.55% (+55)	All Managers (Combined)	$319.9K	0.0% ($319.9K/$952.9M)	QoQ +15.17% (+$42.2K) YoY +14.79% (+$41.2K)
Workday, Inc.(WDAYcusip98138H101)	1.4K	QoQ +6.85% (-87) YoY NEW(+1.4K)	All Managers (Combined)	$319.6K	0.0% ($319.6K/$952.9M)	QoQ -2.38% (-$7.8K) YoY NEW(+$319.6K)
(cusip464287556)✕	2.5K	QoQ -27.27% (-937) YoY -11.79% (-334)	All Managers (Combined)	$319.4K	0.0% ($319.4K/$952.9M)	QoQ -29.66% (-$134.7K) YoY -17.80% (-$69.2K)
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$319.3K	0.0% ($319.3K/$952.9M)	QoQ NEW(+$319.3K) YoY NEW(+$319.3K)
TWILIO INC(TWLOcusip90138F102)	3.3K	QoQ +37.96% (+896) YoY NEW(+3.3K)	All Managers (Combined)	$318.7K	0.0% ($318.7K/$952.9M)	QoQ +24.96% (+$63.7K) YoY NEW(+$318.7K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	701	QoQ -20.15% (-177) YoY -44.45% (-561)	All Managers (Combined)	$318.6K	0.0% ($318.6K/$952.9M)	QoQ -24.47% (-$103.2K) YoY -44.44% (-$254.9K)
Palladyne AI Corp.(PDYNcusip80359A205)	53.5K	QoQ 0.00% (-0) YoY NEW(+53.5K)	All Managers (Combined)	$314.9K	0.0% ($314.9K/$952.9M)	QoQ -52.07% (-$342.2K) YoY NEW(+$314.9K)
Johnson Controls International plc(JCIcusipG51502105)	3.9K	QoQ +27.23% (+837) YoY NEW(+3.9K)	All Managers (Combined)	$313.2K	0.0% ($313.2K/$952.9M)	QoQ +29.13% (+$70.7K) YoY NEW(+$313.2K)
Elevance Health, Inc.(ELVcusip036752103)	707	QoQ -2.88% (-21) YoY NEW(+707)	All Managers (Combined)	$307.7K	0.0% ($307.7K/$952.9M)	QoQ +14.51% (-$39.0K) YoY NEW(+$307.7K)
(cusip33939L506)✕	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$307.2K	0.0% ($307.2K/$952.9M)	QoQ NEW(+$307.2K) YoY NEW(+$307.2K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	2.2K	QoQ NEW(+2.2K) YoY +18.13% (-336)	All Managers (Combined)	$305.3K	0.0% ($305.3K/$952.9M)	QoQ NEW(+$305.3K) YoY -2.15% (-$6.7K)
(IWOcusip464287648)	1.2K	QoQ -1.57% (-19) YoY -5.77% (-73)	All Managers (Combined)	$304.2K	0.0% ($304.2K/$952.9M)	QoQ -12.63% (-$44.0K) YoY -11.11% (-$38.0K)