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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 10 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CORT CORCEPT THERAPEUTICS INC COM Healthcare 2,453.0 $213K 0.01% -5K -66.1% $86.96 +40.8%
182 INTU INTUIT COM Technology 813.0 $212K 0.01% -141.0 -14.8% $261.00 +32.3%
183 MCO MOODYS CORP COM Financial Services 468.0 $212K 0.01% -694.0 -59.7% $452.86 +13.9%
184 PSMT PRICESMART INC COM Consumer Defensive 1,081.0 $211K 0.01% -2K -65.0% $195.39 -10.2%
185 ALB ALBEMARLE CORP COM Basic Materials 1,549.0 $209K 0.01% -38.0 -2.4% $134.99 -0.5%
186 SYK STRYKER CORP COM Healthcare 664.0 $209K 0.01% -3K -79.5% $314.91 +5.2%
187 ARCC ARES CAPITAL CORP COM Financial Services 11,039.0 $205K 0.01% -2K -12.3% $18.53 +7.5%
188 SONY SONY CORP SPONSORED ADR Technology 10,189.0 $204K 0.01% -3K -24.2% $20.06 +20.5%
189 SAN BANCO SANTANDER SA ADR Financial Services 14,461.0 $200K 0.01% -8K -36.2% $13.80 +6.4%
190 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 467.0 $194K 0.01% -178.0 -27.6% $415.31 +17.8%
191 OLED UNIVERSAL DISPLAY CORP COM Technology 2,193.0 $190K 0.01% -123.0 -5.3% $86.61 +1.1%
192 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 1,490.0 $183K 0.01% -2K -62.1% $123.11 +31.7%
193 WMB WILLIAMS COS INC COM Energy 2,345.0 $174K 0.01% -2K -49.1% $74.34 -0.3%
194 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1,164.0 $170K 0.01% -4K -75.7% $146.41 -2.5%
195 DG DOLLAR GEN CORP NEW COM Consumer Defensive 1,474.0 $170K 0.01% -2K -52.1% $115.09 +7.4%
196 IWN ISHARES RUSSELL 2000 VALUE ETF 728.0 $161K 0.01% -731.0 -50.1% $221.20 +1.5%
197 XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 1,501.0 $161K 0.01% -724.0 -32.5% $107.13 +5.3%
198 UGI UGI CORP NEW COM Utilities 4,562.0 $158K 0.01% -4K -44.5% $34.54 +11.7%
199 RJF RAYMOND JAMES FINL INC COM Financial Services 975.0 $148K 0.01% -834.0 -46.1% $151.95 +16.2%
200 CEG CONSTELLATION ENERGY CORP COM Utilities 579.0 $144K 0.01% -283.0 -32.8% $249.40 +12.1%
Page 10 of 11  ·  209 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%