13F
中
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CERTUITY, LLC

13F equity value
$1.5B
Positions
656
Top 10 concentration
37.2%
Quarters / total new picks
24 / 782
13F equity value over time
$0M$794M$2B20192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 24 quarters, returned +4.6% per quarter — versus +3.9% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = 0.42, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.8%
t-stat
0.42
Quarterly win rate
50%
Annualized excess
+2.6%
$1 → follow vs universe
$2.63 vs $2.29
Cumulative return: $1 invested in new picks vs universe
1.00 20200331: universe 1.20620200630: universe 1.33220200930: universe 1.63320201231: universe 1.70820210331: universe 1.72320210630: universe 1.86120210930: universe 1.67020211231: universe 1.42120220331: universe 1.52620220630: universe 1.41420220930: universe 1.51920221231: universe 1.41120230331: universe 1.48620230630: universe 1.43320230930: universe 1.62620231231: universe 1.69920240331: universe 1.73820240630: universe 1.89520240930: universe 1.87920241231: universe 1.75420250331: universe 1.91220250630: universe 1.97220250930: universe 2.21720251231: universe 2.294 20200331: follow 1.34720200630: follow 1.53420200930: follow 1.73120201231: follow 1.64320210331: follow 1.79220210630: follow 1.99620210930: follow 1.89020211231: follow 1.58920220331: follow 1.93020220630: follow 1.91620220930: follow 1.88520221231: follow 1.80620230331: follow 1.88920230630: follow 1.88120230930: follow 2.08620231231: follow 2.20220240331: follow 2.20720240630: follow 2.32420240930: follow 2.37220241231: follow 2.26320250331: follow 2.34620250630: follow 2.36320250930: follow 2.64220251231: follow 2.628 0.92 1.89 2.85 202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 656 · 2026 Q1

Ticker Value Weight QoQ
C $96M
6.3%
HOLD
MU $91M
6.0%
HOLD
VOO $67M
4.4%
HOLD
AAPL $55M
3.6%
TRIM
GE $53M
3.5%
HOLD
OMF $50M
3.3%
TRIM
NVDA $48M
3.2%
TRIM
IVV $46M
3.0%
ADD
MS $34M
2.2%
HOLD
FLG $28M
1.8%
HOLD
SCHG $28M
1.8%
ADD
WFC $25M
1.6%
HOLD
BAC $25M
1.6%
HOLD
GOOGL $23M
1.5%
HOLD
PNC $21M
1.4%
HOLD
MSFT $21M
1.4%
HOLD
QQQ $20M
1.3%
TRIM
AMZN $19M
1.3%
ADD
XOM $18M
1.2%
HOLD
NFRA $17M
1.1%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

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Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.