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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 12 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CME CME GROUP INC COM Financial Services 1,509.0 $333K 0.02% +400.0 +36.1% $220.82 +27.0%
222 PLD PROLOGIS INC. COM Real Estate 2,457.0 $333K 0.02% +220.0 +9.8% $135.48 +4.9%
223 KR KROGER CO COM Consumer Defensive 5,956.0 $331K 0.02% +1K +32.4% $55.53 +5.5%
224 APG API GROUP CORP COM STK Industrials 7,760.0 $329K 0.02% +354.0 +4.8% $42.35 -2.9%
225 FLO FLOWERS FOODS INC COM Consumer Defensive 41,238.0 $326K 0.02% +14K +50.8% $7.90 -9.1%
226 SYY SYSCO CORP COM Consumer Defensive 3,768.0 $315K 0.02% +480.0 +14.6% $83.58 -0.2%
227 PPH VANECK VECTORS PHARMACEUTICAL ETF 2,804.0 $307K 0.01% +18.0 +0.7% $109.37 +6.0%
228 FDS FACTSET RESH SYS INC COM Financial Services 1,326.0 $305K 0.01% +412.0 +45.1% $230.00 +28.8%
229 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 4,791.0 $294K 0.01% +1K +27.2% $61.46 -2.7%
230 PSLV SPROTT PHYSICAL SILVER TR TR UNIT Financial Services 15,248.0 $288K 0.01% +1K +8.2% $18.87 +19.4%
231 GEN NORTONLIFELOCK INC COM Technology 11,508.0 $286K 0.01% +978.0 +9.3% $24.89 +19.1%
232 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 607.0 $279K 0.01% +107.0 +21.4% $459.24 +20.0%
233 AXON AXON ENTERPRISE INC COM Industrials 496.0 $278K 0.01% +22.0 +4.6% $561.16 +8.4%
234 CSX CSX CORP COM Industrials 5,756.0 $274K 0.01% +231.0 +4.2% $47.53 +9.2%
235 IVZ INVESCO LTD SHS Financial Services 10,140.0 $268K 0.01% +2K +18.1% $26.39 +26.0%
236 HE HAWAIIAN ELEC INDUSTRIES COM Utilities 19,436.0 $263K 0.01% +6K +45.1% $13.53 -15.5%
237 ELAN ELANCO ANIMAL HEALTH INC COM Healthcare 10,671.0 $263K 0.01% +424.0 +4.1% $24.61 +1.8%
238 COIN COINBASE GLOBAL INC COM CL A Financial Services 1,786.0 $261K 0.01% +667.0 +59.6% $146.19 +24.5%
239 PODD INSULET CORP COM Healthcare 1,647.0 $251K 0.01% +326.0 +24.7% $152.25 -5.3%
240 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 3,060.0 $248K 0.01% +56.0 +1.9% $81.16 -8.9%
Page 12 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%