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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 3 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHSL CORP NEW COM Consumer Defensive 2,103.0 $2.0M 0.10% -3K -54.5% $939.05 +2.2%
42 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,701.0 $1.7M 0.09% -88.0 -4.9% $1012.33 +4.6%
43 TJX TJX COS INC NEW COM Consumer Cyclical 10,826.0 $1.6M 0.08% -5K -30.1% $151.64 -8.0%
44 VONG VANGUARD RUSSELL 1000 GROWTH ETF 12,706.0 $1.6M 0.08% -524.0 -4.0% $127.81 -1.9%
45 CB CHUBB LIMITED COM Financial Services 4,564.0 $1.6M 0.08% -899.0 -16.5% $340.76 +0.7%
46 HD HOME DEPOT INC COM Consumer Cyclical 4,246.0 $1.5M 0.07% -1K -26.1% $352.53 -4.2%
47 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF Financial Services 2,813.0 $1.5M 0.07% -908.0 -24.4% $519.74 +3.0%
48 MCD MCDONALDS CORP COM Consumer Cyclical 5,157.0 $1.4M 0.07% -430.0 -7.7% $270.29 -0.8%
49 NEM NEWMONT CORP COM Basic Materials 14,794.0 $1.4M 0.07% -4K -20.1% $93.40 +44.7%
50 ETN EATON CORP PLC SHS Industrials 3,121.0 $1.3M 0.07% -730.0 -19.0% $426.17 -4.0%
51 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 6,160.0 $1.3M 0.07% -7K -53.8% $212.77 +4.2%
52 EFA ISHARES MSCI EAFE ETF 12,554.0 $1.3M 0.06% -5K -27.9% $103.88 +4.7%
53 EEM ISHARES MSCI EMERGING MARKETS ETF 17,894.0 $1.2M 0.06% -480.0 -2.6% $68.41 -1.7%
54 COP CONOCOPHILLIPS COM Energy 11,636.0 $1.2M 0.06% -404.0 -3.4% $103.96 +26.8%
55 WDC WESTERN DIGITAL CORP. COM Technology 1,817.0 $1.2M 0.06% -387.0 -17.6% $638.67 -29.4%
56 IAU ISHARES COMEX GOLD TRUST Financial Services 15,312.0 $1.2M 0.06% -6K -26.7% $75.51 +16.2%
57 DASH DOORDASH INC CL A Communication Services 6,251.0 $1.2M 0.06% -491.0 -7.3% $184.52 +26.5%
58 XLE ENERGY SELECT SECTOR SPDR FUND 21,240.0 $1.1M 0.06% -340.0 -1.6% $53.11 +16.9%
59 IJH ISHARES S&P MIDCAP FUND 14,577.0 $1.1M 0.06% -1K -7.7% $77.11 -1.3%
60 XLF FINANCIAL SELECT SECTOR SPDR FUND 20,574.0 $1.1M 0.05% -7K -24.2% $53.61 +8.8%
Page 3 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%