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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 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SQUARE INC CL A 5,273.0 $401K 0.02% NEW $76.00
42 PRI PRIMERICA INC COM Financial Services 1,397.0 $397K 0.02% NEW $284.20 +5.9%
43 DTE DTE ENERGY CO COM Utilities 2,560.0 $390K 0.02% NEW $152.39 -9.8%
44 VRSN VERISIGN INC COM Technology 1,546.0 $389K 0.02% NEW $251.56 +16.6%
45 LSTR LANDSTAR SYS INC COM Industrials 1,871.0 $387K 0.02% NEW $206.81 -12.4%
46 TDC TERADATA CORP DEL COM Technology 11,110.0 $385K 0.02% NEW $34.65 -22.4%
47 THG HANOVER INS GROUP INC COM Financial Services 1,768.0 $379K 0.02% NEW $214.12 +7.0%
48 OGE OGE ENERGY CORP COM Utilities 7,766.0 $378K 0.02% NEW $48.66 -4.2%
49 LEG LEGGETT & PLATT INC COM Consumer Cyclical 32,237.0 $377K 0.02% NEW $11.71 -21.1%
50 WEC WEC ENERGY GROUP INC COM Utilities 3,225.0 $377K 0.02% NEW $116.78 -7.9%
51 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 4,335.0 $373K 0.02% NEW $86.09 +17.6%
52 AMH AMERICAN HOMES 4 RENT CL A Real Estate 10,860.0 $364K 0.02% NEW $33.52 +2.7%
53 IMMX IMMIX BIOPHARMA INC COM Healthcare 35,000.0 $361K 0.02% NEW $10.31 +35.9%
54 ATO ATMOS ENERGY CORP COM Utilities 2,092.0 $360K 0.02% NEW $172.25 -2.0%
55 CNA CNA FINL CORP COM Financial Services 7,269.0 $353K 0.02% NEW $48.61 +1.8%
56 ETSY INC COM 4,684.0 $353K 0.02% NEW $75.33
57 SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2,933.0 $349K 0.02% NEW $118.97 +0.7%
58 BKMI BNY MELLON MUNICIPAL INTERMEDIATE ETF 13,165.0 $348K 0.02% NEW $26.44 -1.9%
59 L LOEWS CORP COM Financial Services 3,043.0 $344K 0.02% NEW $113.21 -1.4%
60 MTZ MASTEC INC COM Industrials 816.0 $339K 0.02% NEW $415.99 -39.9%
Page 3 of 8  ·  152 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%