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CIK: 0001800752
Total reported value
$2.0B
$2.0B
405 檔
11.4%
At the close of Q1 2025, Certuity, LLC disclosed equity holdings valued at approximately $2.0B, spread across 405 reported holdings.
In Q1 2025, Certuity, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including C, GE, OMF) accounted for 11.4% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 405 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | Stock-Financials | 6.27% | -0.46% | +0.07% | |
| 2 | GE | General Electric | Stock-Industrials | 4.93% | -0.02% | -22.95% | |
| 3 | OMF | Onemain Holdings Inc | Stock-Financials | 4.77% | -0.47% | +86.00% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.36% | -0.27% | +8.35% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.89% | +0.77% | -1.26% | |
| 6 | MU | Micron Technology Inc | Stock-Tech | 2.87% | +9.34% | +19.23% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | -0.48% | -5.28% | |
| 8 | FLG | Flagstar Bank NA | Stock-Financials | 2.53% | -0.27% | +125.12% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 2.49% | -0.10% | +0.04% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 2.35% | -0.36% | -0.01% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.19% | -0.19% | -0.02% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.96% | -0.06% | +6.22% | |
| 13 | PNC | Pnc Financial Services Group | Stock-Financials | 1.96% | -0.16% | -0.10% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.28% | +3.48% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.15% | +7.34% | |
| 16 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 1.64% | -0.28% | — | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.51% | -0.09% | +3.92% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.39% | -0.10% | -0.13% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.30% | -0.12% | +0.18% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.28% | -1.16% | EXIT | |
| 21 | OBDC | Blue Owl Capital CORP | Stock-Financials | 1.25% | -0.12% | +1255.22% | |
| 22 | F | Ford Motor Co | Stock-Consumer Disc | 1.22% | -0.10% | +0.02% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | -0.12% | +0.27% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.18% | +37.07% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.05% | -0.39% | -0.92% | |
| 26 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.01% | -0.19% | +0.05% | |
| 27 | T | At&t Inc | Stock-Comm Services | 0.88% | -0.26% | +0.21% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.80% | -0.11% | +32.80% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | +0.02% | +13.82% | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.76% | -0.14% | -11.40% | |
| 31 | INTC | Intel CORP | Stock-Tech | 0.76% | +1.32% | +94.05% | |
| 32 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.76% | -0.21% | -0.46% | |
| 33 | ABR | Arbor Realty Trust Inc | Stock-Real Estate | 0.74% | -0.14% | — | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.71% | -0.05% | +6.62% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.70% | +0.02% | -0.09% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.09% | +0.71% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.58% | +8.89% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.10% | +4.17% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.56% | -0.07% | +968.88% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | -0.07% | +4.40% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | — | -3.56% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.19% | +1.05% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.03% | -0.20% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | -0.12% | +10.59% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | -0.03% | -1.56% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.40% | -0.09% | -0.51% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.05% | -66.81% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.11% | +23.38% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.39% | -0.06% | +0.88% | |
| 50 | TYG | Tortoise Energy Infrastruct | Stock-Other | 0.38% | -0.10% | — |
According to official SEC Form 13F filings, Certuity, LLC reported a total U.S. public equity portfolio value of $2.0B across 405 disclosed positions in Q1 2025.
During Q1 2025, Certuity, LLC's top holdings by market value included C (6.3%)、GE (4.9%)、OMF (4.8%). The largest single position, C, represented 6.3% of total portfolio value.
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Top New Position Initiated
C
市值: $59.8M
In Q1 2025, Certuity, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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