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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 8 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 REGCO REGENCY CTRS CORP COM 7,241.0 $577K 0.03% +4K +146.5% $79.74
142 TTC TORO CO COM Industrials 5,917.0 $576K 0.03% +2K +69.8% $97.42 +3.0%
143 CNC CENTENE CORP DEL COM Healthcare 8,977.0 $576K 0.03% +4K +71.2% $64.19 +2.0%
144 PSTG PURE STORAGE INC CL A 7,253.0 $571K 0.03% +356.0 +5.2% $78.79
145 ROKU ROKU INC COM CL A Communication Services 4,127.0 $570K 0.03% +2K +78.3% $138.15 +14.8%
146 MIDD MIDDLEBY CORP COM Industrials 3,306.0 $569K 0.03% +811.0 +32.5% $172.01 -32.9%
147 FR FIRST INDL RLTY TR INC COM Real Estate 9,187.0 $563K 0.03% +3K +42.1% $61.31 +2.5%
148 ILMN ILLUMINA INC COM Healthcare 3,187.0 $560K 0.03% +587.0 +22.6% $175.83 +27.9%
149 KRC KILROY RLTY CORP COM Real Estate 14,925.0 $559K 0.03% +2K +18.1% $37.47 -1.7%
150 SEIC SEI INVTS CO COM Financial Services 6,362.0 $558K 0.03% +2K +50.0% $87.71 +26.3%
151 EVR EVERCORE INC CLASS A Financial Services 1,633.0 $557K 0.03% +389.0 +31.3% $341.38 -14.6%
152 MAA MID AMER APT CMNTYS INC COM Real Estate 3,991.0 $555K 0.03% +2K +160.0% $138.94 -5.4%
153 MTB M & T BK CORP COM Financial Services 2,297.0 $547K 0.03% +1K +131.1% $237.97 +1.5%
154 GRMN GARMIN LTD SHS Technology 2,268.0 $539K 0.03% +660.0 +41.0% $237.54 +21.7%
155 SNDR SCHNEIDER NATIONAL INC CL B Industrials 14,738.0 $538K 0.03% +4K +38.7% $36.53 -3.6%
156 RSG REPUBLIC SVCS INC COM Industrials 2,519.0 $537K 0.03% +1K +143.4% $213.04 +4.3%
157 USB US BANCORP DEL COM NEW Financial Services 8,817.0 $533K 0.03% +2K +36.6% $60.40 +4.0%
158 ELV ANTHEM INC COM Healthcare 1,357.0 $525K 0.03% +764.0 +128.8% $386.68 +4.1%
159 IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 2,732.0 $520K 0.03% +231.0 +9.2% $190.17 +13.2%
160 SNPS SYNOPSYS INC COM Technology 1,139.0 $511K 0.03% +136.0 +13.6% $448.99 -8.7%
Page 8 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%