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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 7 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GIS GENERAL MLS INC COM Consumer Defensive 6,443.0 $224K 0.01% NEW $34.80 +14.8%
122 DRAM ROUNDHILL MEMORY ETF 3,005.0 $222K 0.01% NEW $73.85 -23.7%
123 VOT VANGUARD MID-CAP GROWTH INDEX FUND 718.0 $220K 0.01% NEW $306.50 -0.6%
124 UPS UNITED PARCEL SERVICE INC CL B Industrials 2,028.0 $218K 0.01% NEW $107.49 -0.7%
125 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 1,057.0 $218K 0.01% NEW $206.01 +6.6%
126 LFUS LITTELFUSE INC COM Technology 477.0 $217K 0.01% NEW $455.33 -8.4%
127 AVT AVNET INC COM Technology 2,414.0 $214K 0.01% NEW $88.82 +0.9%
128 HAS HASBRO INC COM Consumer Cyclical 2,591.0 $214K 0.01% NEW $82.58 +17.0%
129 WRB BERKLEY W R CORP COM Financial Services 3,012.0 $212K 0.01% NEW $70.53 -2.6%
130 MPC MARATHON PETE CORP COM Energy 830.0 $212K 0.01% NEW $255.68 +42.0%
131 CARNIVAL CORP PAIRED CTF 7,406.0 $212K 0.01% NEW $28.58
132 PII POLARIS INC COM Consumer Cyclical 3,078.0 $211K 0.01% NEW $68.44 -7.0%
133 POOL POOL CORPORATION COM Industrials 956.0 $205K 0.01% NEW $214.83 -12.5%
134 ALGN ALIGN TECHNOLOGY INC COM Healthcare 1,217.0 $205K 0.01% NEW $168.72 -4.8%
135 JKHY HENRY JACK & ASSOC INC COM Technology 1,491.0 $205K 0.01% NEW $137.70 +25.1%
136 MSCI MSCI INC COM Financial Services 363.0 $203K 0.01% NEW $560.04 +0.6%
137 IEUR ISHARES CORE MSCI EUROPE ETF 2,702.0 $203K 0.01% NEW $75.17 +4.4%
138 FLEETCOR TECHNOLOGIES INC COM 606.0 $202K 0.01% NEW $333.27
139 ENTG ENTEGRIS INC COM Technology 1,121.0 $202K 0.01% NEW $179.87 -21.0%
140 PPL PPL CORP COM Utilities 5,519.0 $201K 0.01% NEW $36.35 -3.2%
Page 7 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%