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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 3 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SBUX STARBUCKS CORP COM Consumer Cyclical 25,503.0 $2.6M 0.13% +19K +265.2% $102.29 +3.4%
42 MPWR MONOLITHIC PWR SYS INC COM Technology 1,848.0 $2.6M 0.13% +374.0 +25.4% $1382.35 -5.7%
43 CPRT COPART INC COM Industrials 88,674.0 $2.5M 0.12% +56K +169.6% $28.19 +18.2%
44 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 181,655.0 $2.4M 0.12% +948.0 +0.5% $13.31 +86.5%
45 CTAS CINTAS CORP COM Industrials 13,853.0 $2.4M 0.12% +5K +64.9% $170.08 +20.4%
46 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 5,240.0 $2.3M 0.11% +2K +62.7% $437.64 -14.8%
47 YANDEX N V SHS CLASS A 8,125.0 $2.2M 0.11% +1K +20.4% $276.17
48 ITW ILLINOIS TOOL WKS INC COM Industrials 8,260.0 $2.2M 0.11% +5K +121.7% $270.47 +4.1%
49 KLAC KLA CORPORATION COM NEW Technology 7,112.0 $2.2M 0.11% +7K +1634.6% $302.89 -39.5%
50 FAST FASTENAL CO COM Industrials 44,686.0 $2.2M 0.11% +16K +54.1% $48.13 +4.5%
51 IWR ISHARES RUSSELL MID-CAP ETF 18,859.0 $2.1M 0.10% +5K +32.0% $110.32 +2.4%
52 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 17,577.0 $2.0M 0.10% +699.0 +4.1% $116.09 +48.8%
53 ODFL OLD DOMINION FREIGHT LINE INC COM Industrials 9,292.0 $2.0M 0.10% +2K +19.4% $216.61 -8.4%
54 NEE NEXTERA ENERGY INC COM Utilities 22,158.0 $1.9M 0.10% +12K +124.5% $87.77 -4.0%
55 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 10,422.0 $1.9M 0.09% +10K +2190.6% $179.78 +18.9%
56 DDLS WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND 41,049.0 $1.8M 0.09% +7K +19.4% $44.05 +5.2%
57 BK BANK NEW YORK MELLON CORP COM Financial Services 12,395.0 $1.8M 0.09% +2K +14.5% $144.51 -1.8%
58 RMD RESMED INC COM Healthcare 9,069.0 $1.8M 0.09% +2K +34.6% $194.88 +21.4%
59 BBJP JPMORGAN BETABUILDERS JAPAN ETF 22,433.0 $1.7M 0.08% +19K +574.9% $75.31 +2.5%
60 VUG VANGUARD GROWTH INDEX FUND 19,343.0 $1.7M 0.08% +14K +248.5% $86.41 +1.1%
Page 3 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%