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Portfolio (Quarterly) Guide ↗

CERTUITY, LLC

· CIK 0001800752
13F Portfolio $2.0B AUM 674 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 152 New 250 Added 209 Reduced 65 Exited
Page 10 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FIVE FIVE BELOW INC COM Consumer Cyclical 2,573.0 $463K 0.02% +617.0 +31.5% $179.79 +44.5%
182 SCCO SOUTHERN COPPER CORP COM Basic Materials 2,653.0 $462K 0.02% +45.0 +1.7% $174.26 +22.8%
183 GM GENERAL MTRS CO COM Consumer Cyclical 5,987.0 $461K 0.02% +402.0 +7.2% $77.08 +11.7%
184 FDX FEDEX CORP COM Industrials 1,467.0 $459K 0.02% +232.0 +18.8% $313.19 +7.2%
185 TOL TOLL BROTHERS INC COM Consumer Cyclical 2,777.0 $458K 0.02% +1K +62.4% $164.75 -9.5%
186 EIS ISHARES MSCI ISRAEL ETF 3,743.0 $452K 0.02% +24.0 +0.7% $120.71 +2.2%
187 BBY BEST BUY INC COM Consumer Cyclical 5,954.0 $452K 0.02% +1K +26.3% $75.88 +14.2%
188 SBAC SBA COMMUNICATIONS CORP NEW CL A Real Estate 2,538.0 $448K 0.02% +563.0 +28.5% $176.46 +4.9%
189 FAF FIRST AMERN FINL CORP COM Financial Services 6,485.0 $445K 0.02% +2K +45.9% $68.59 +7.3%
190 CPT CAMDEN PPTY TR SH BEN INT Real Estate 3,882.0 $444K 0.02% +939.0 +31.9% $114.49 -5.7%
191 CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 1,755.0 $444K 0.02% +12.0 +0.7% $253.00 +2.6%
192 CINF CINCINNATI FINL CORP COM Financial Services 2,391.0 $443K 0.02% +81.0 +3.5% $185.17 -6.9%
193 ITT ITT INC COM Industrials 2,239.0 $443K 0.02% +947.0 +73.3% $197.72 +6.5%
194 EXC EXELON CORP COM Utilities 9,470.0 $441K 0.02% +3K +57.9% $46.62 -5.0%
195 SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 2,832.0 $437K 0.02% +16.0 +0.6% $154.43 +3.0%
196 ET Energy Transfer LP COM UT LTD PTN Energy 22,825.0 $436K 0.02% +7K +44.1% $19.12 +11.6%
197 SLV ISHARES SILVER TRUST Financial Services 8,146.0 $436K 0.02% +2K +26.0% $53.47 +15.3%
198 FBIN FORTUNE BRANDS HOME & SEC INC COM Industrials 7,658.0 $420K 0.02% +3K +72.7% $54.90 -15.9%
199 IDXX IDEXX LABS INC COM Healthcare 798.0 $420K 0.02% +429.0 +116.3% $526.52 +5.5%
200 SCHH SCHWAB U.S. REIT ETF 17,305.0 $410K 0.02% +4K +35.1% $23.68 +1.8%
Page 10 of 13  ·  250 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.0%
Financial Services 28.6%
Industrials 9.1%
Consumer Cyclical 5.9%
Communication Services 4.7%
Healthcare 3.6%
Basic Materials 1.9%
Consumer Defensive 1.3%
Real Estate 1.1%
Energy 1.1%