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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 5 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EVRG EVERGY INC COM Utilities 3,203.0 $277K 0.01% NEW $86.43 -4.9%
82 AXS AXIS CAPITAL HOLDINGS LTD SHS Financial Services 2,515.0 $270K 0.01% NEW $107.44 -6.8%
83 NVT NVENT ELECTRIC PLC SHS Industrials 1,592.0 $270K 0.01% NEW $169.61 -8.2%
84 BALL BALL CORP COM Consumer Cyclical 4,327.0 $270K 0.01% NEW $62.40 +3.2%
85 GATES INDUSTRIAL CORPRATIN PLC ORD SHS 9,631.0 $269K 0.01% NEW $27.97
86 VOE VANGUARD MID-CAP VALUE INDEX FUND 1,360.0 $269K 0.01% NEW $197.63 +6.2%
87 RVTY PERKINELMER INC COM Healthcare 2,412.0 $268K 0.01% NEW $111.26 +12.6%
88 KSTR KRANESHARES SSE STAR MARKET 50 INDEX ETF 8,267.0 $267K 0.01% NEW $32.35 -26.9%
89 PRU PRUDENTIAL FINANCIAL INC COM Financial Services 2,436.0 $263K 0.01% NEW $107.93 +11.8%
90 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 1,085.0 $261K 0.01% NEW $240.98 +6.3%
91 RGA REINSURANCE GRP OF AMERICA INC COM NEW Financial Services 1,222.0 $260K 0.01% NEW $212.65 +16.3%
92 IQVIA HLDGS INC COM 1,345.0 $260K 0.01% NEW $193.17
93 BPOP POPULAR INC COM NEW Financial Services 1,581.0 $260K 0.01% NEW $164.18 +4.0%
94 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 691.0 $256K 0.01% NEW $370.76 -3.3%
95 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 4,511.0 $256K 0.01% NEW $56.79 -4.8%
96 AME AMETEK INC COM Industrials 1,056.0 $255K 0.01% NEW $241.94 +1.7%
97 IEX IDEX CORP COM Industrials 1,125.0 $255K 0.01% NEW $226.95 +3.6%
98 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 3,140.0 $249K 0.01% NEW $79.42 +14.5%
99 BE BLOOM ENERGY CORP COM CL A Industrials 822.0 $249K 0.01% NEW $302.83 -29.4%
100 VICR VICOR CORP COM Technology 653.0 $248K 0.01% NEW $379.78 -48.1%
Page 5 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%