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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 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CPB CAMPBELL SOUP CO COM Consumer Defensive 15,102.0 $336K 0.02% NEW $22.27 +5.4%
62 Q QNITY ELECTRONICS INC COMMON STOCK Technology 2,048.0 $335K 0.02% NEW $163.35 -22.5%
63 MHK MOHAWK INDS INC COM Consumer Cyclical 2,719.0 $330K 0.02% NEW $121.32 +10.3%
64 VT VANGUARD TOTAL WORLD STOCK INDEX FUND 2,094.0 $329K 0.02% NEW $156.95 +2.6%
65 TLT ISHARES 20 YEAR TREASURY BOND ETF 3,756.0 $325K 0.02% NEW $86.42 -3.4%
66 SPACE EXPLORATION TECHN CORP CLASS A COM STK 1,890.0 $323K 0.02% NEW $170.83
67 EFG ISHARES MSCI EAFE GROWTH ETF 2,581.0 $321K 0.02% NEW $124.42 +1.4%
68 MUB ISHARES NATIONAL MUNI BOND ETF 2,977.0 $320K 0.02% NEW $107.62 -1.9%
69 VSAT VIASAT INC COM Technology 3,549.0 $319K 0.02% NEW $89.81 -19.3%
70 ASCENDIS PHARMA A/S ORD SHS 1,170.0 $312K 0.01% NEW $266.72
71 SCMB SCHWAB MUNICIPAL BOND ETF 12,001.0 $310K 0.01% NEW $25.82 -2.0%
72 W WAYFAIR INC CL A Consumer Cyclical 3,267.0 $302K 0.01% NEW $92.42 +13.1%
73 HUT 8 CORP COM 2,604.0 $301K 0.01% NEW $115.45
74 AFL AFLAC INC COM Financial Services 2,549.0 $299K 0.01% NEW $117.27 -0.9%
75 KRYS KRYSTAL BIOTECH INC COM Healthcare 800.0 $297K 0.01% NEW $371.67 -4.2%
76 BEN FRANKLIN RESOURCES INC COM Financial Services 8,846.0 $294K 0.01% NEW $33.27 +5.3%
77 CUBE CUBESMART COM Real Estate 7,296.0 $290K 0.01% NEW $39.77 +2.1%
78 CTVA CORTEVA INC COM Basic Materials 3,398.0 $288K 0.01% NEW $84.69 -1.9%
79 NWSA NEWS CORP NEW CL A Communication Services 11,239.0 $279K 0.01% NEW $24.83 +24.5%
80 TRV TRAVELERS COMPANIES INC COM Financial Services 844.0 $279K 0.01% NEW $330.26 +11.9%
Page 4 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%