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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 8 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BX BLACKSTONE GROUP INC COM CL A Financial Services 2,868.0 $337K 0.02% -400.0 -12.2% $117.67 +21.7%
142 BKLN INVESCO SENIOR LOAN ETF 16,488.0 $336K 0.02% -6K -26.5% $20.37 +0.8%
143 IWO ISHARES RUSSELL 2000 GROWTH ETF 841.0 $331K 0.02% -302.0 -26.4% $394.03 -2.2%
144 VLO VALERO ENERGY CORP COM Energy 1,248.0 $325K 0.02% -1K -49.3% $260.36 +33.7%
145 ULTA ULTA BEAUTY INC COM Consumer Cyclical 719.0 $324K 0.02% -197.0 -21.5% $451.21 +20.4%
146 STLD STEEL DYNAMICS INC COM Basic Materials 1,402.0 $322K 0.02% -58.0 -4.0% $229.38 +2.8%
147 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 12,815.0 $321K 0.02% -2K -13.6% $25.06 +15.8%
148 CRL CHARLES RIV LABS INTL INC COM Healthcare 1,398.0 $317K 0.02% -181.0 -11.5% $226.79 +30.1%
149 TRGP TARGA RES CORP COM Energy 1,135.0 $304K 0.01% -2K -67.4% $268.14 +9.7%
150 DBX DROPBOX INC CL A Technology 10,893.0 $299K 0.01% -1K -10.8% $27.47 +26.7%
151 YUM YUM BRANDS INC COM Consumer Cyclical 1,848.0 $295K 0.01% -1K -43.0% $159.86 -3.4%
152 VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 3,619.0 $286K 0.01% -91.0 -2.5% $79.03 -0.4%
153 HCI HCI GROUP INC COM Financial Services 1,619.0 $284K 0.01% -44.0 -2.6% $175.25 +6.8%
154 VBR VANGUARD SMALL-CAP VALUE INDEX FUND 1,153.0 $280K 0.01% -3K -72.0% $242.96 +2.5%
155 O REALTY INCOME CORP COM Real Estate 4,421.0 $274K 0.01% -1K -19.7% $61.97 +0.5%
156 REGN REGENERON PHARMACEUTICALS COM Healthcare 428.0 $267K 0.01% -209.0 -32.8% $622.83 +30.8%
157 HCA HCA HEALTHCARE INC COM Healthcare 679.0 $265K 0.01% -480.0 -41.4% $389.83 +9.6%
158 AEP AMERICAN ELEC PWR CO INC COM Utilities 1,892.0 $259K 0.01% -257.0 -12.0% $136.82 -9.8%
159 DGX QUEST DIAGNOSTICS INC COM Healthcare 1,220.0 $259K 0.01% -339.0 -21.7% $211.95 +15.6%
160 GGG GRACO INC COM Industrials 3,399.0 $257K 0.01% -2K -41.3% $75.61 +5.3%
Page 8 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%