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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 13 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,455.0 $248K 0.01% +1K +16.6% $33.29 +34.3%
242 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 1,792.0 $245K 0.01% +551.0 +44.4% $136.94 +35.0%
243 NRG NRG ENERGY INC COM NEW Utilities 1,645.0 $240K 0.01% +184.0 +12.6% $146.06 -22.2%
244 WDAY WORKDAY INC CL A Technology 1,885.0 $232K 0.01% +903.0 +92.0% $122.98 +58.1%
245 MET METLIFE INC COM Financial Services 2,712.0 $229K 0.01% +148.0 +5.8% $84.61 +13.3%
246 AGO ASSURED GUARANTY LTD COM Financial Services 2,715.0 $218K 0.01% +219.0 +8.8% $80.16 -6.3%
247 HIG HARTFORD FINL SVCS GROUP INC COM Financial Services 1,627.0 $216K 0.01% +49.0 +3.1% $132.54 +4.3%
248 APOS APOLLO GLOBAL MGMT INC COM CL A 1,785.0 $211K 0.01% +211.0 +13.4% $118.31
249 CAN CANAAN INC SPONSORED ADS Technology 325,000.0 $93K 0.01% +100K +44.4% $0.29 +45.2%
250 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 14,287.0 $83K 0.00% +550.0 +4.0% $5.83 +4.3%
Page 13 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%