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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 11 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DOCU DOCUSIGN INC COM Technology 9,179.0 $408K 0.02% +2K +24.0% $44.42 +32.6%
202 TMUS T MOBILE US INC COM Communication Services 2,429.0 $407K 0.02% +522.0 +27.4% $167.72 +8.1%
203 VTR VENTAS INC COM Real Estate 4,559.0 $405K 0.02% +701.0 +18.2% $88.80 +5.7%
204 CMS CMS ENERGY CORP COM Utilities 5,266.0 $403K 0.02% +2K +75.7% $76.50 -10.1%
205 EW EDWARDS LIFESCIENCES CORP COM Healthcare 4,438.0 $401K 0.02% +2K +88.6% $90.46 +0.5%
206 PAYC PAYCOM SOFTWARE INC COM Technology 3,157.0 $397K 0.02% +2K +125.5% $125.68 +84.4%
207 BROWN FORMAN CORP CL B 14,667.0 $391K 0.02% +5K +50.5% $26.65
208 TPR TAPESTRY INC COM Consumer Cyclical 2,632.0 $385K 0.02% +534.0 +25.4% $146.36 -11.1%
209 PGR PROGRESSIVE CORP OHIO COM Financial Services 1,759.0 $384K 0.02% +198.0 +12.7% $218.40 +1.7%
210 MCHP MICROCHIP TECHNOLOGY INC COM Technology 4,153.0 $379K 0.02% +913.0 +28.2% $91.20 -19.5%
211 PSA PUBLIC STORAGE COM Real Estate 1,182.0 $376K 0.02% +141.0 +13.5% $318.19 +1.4%
212 UNM UNUM GROUP COM Financial Services 4,172.0 $373K 0.02% +1K +44.9% $89.40 +0.3%
213 CLX CLOROX CO DEL COM Consumer Defensive 3,876.0 $370K 0.02% +338.0 +9.6% $95.43 +10.1%
214 DCI DONALDSON INC COM Industrials 4,119.0 $370K 0.02% +31.0 +0.8% $89.77 +6.0%
215 ORI OLD REP INTL CORP COM Financial Services 8,866.0 $363K 0.02% +4K +78.7% $40.92 +3.1%
216 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 9,559.0 $363K 0.02% +764.0 +8.7% $37.94 -5.8%
217 ALL ALLSTATE CORP COM Financial Services 1,516.0 $361K 0.02% +457.0 +43.1% $237.92 +8.6%
218 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 5,778.0 $359K 0.02% +363.0 +6.7% $62.05 +33.7%
219 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 3,717.0 $358K 0.02% +199.0 +5.7% $96.31 +4.9%
220 MO ALTRIA GROUP INC COM Consumer Defensive 4,953.0 $356K 0.02% +1K +34.8% $71.95 -5.4%
Page 11 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%