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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 11 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NDAQ NASDAQ INC COM Financial Services 1,748.0 $138K 0.01% -2K -56.5% $78.82 +25.7%
202 WELL WELLTOWER INC COM Real Estate 597.0 $136K 0.01% -909.0 -60.4% $227.14 +6.4%
203 KKR KKR & CO INC CL A 1,358.0 $125K 0.01% -24K -94.7% $91.80
204 DGRO ISHARES CORE DIVIDEND GROWTH ETF 1,444.0 $109K 0.01% -2K -60.8% $75.81 +5.3%
205 TMHC TAYLOR MORRISON HOME CORP COM Consumer Cyclical 1,480.0 $106K 0.01% -4K -71.5% $71.74 +1.0%
206 JACK JACK IN THE BOX INC COM Consumer Cyclical 6,556.0 $104K 0.01% -19K -74.1% $15.81 +3.6%
207 SNAP SNAP INC CL A Communication Services 19,153.0 $85K 0.00% -283.0 -1.5% $4.44 +21.6%
208 VYM VANGUARD HIGH DIVIDEND YIELD ETF 538.0 $85K 0.00% -926.0 -63.2% $158.03 +4.5%
209 LOAN MANHATTAN BRDG CAP INC COM Real Estate 44,679.0 $45K 0.00% -6K -11.0% $1.00 +305.0%
Page 11 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%