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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 12 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EPR EPR PPTYS COM SH BEN INT Real Estate 13,424.0 $779K 0.04% +3K +34.1% $58.01 +3.4%
222 ST SENSATA TECHNOLOGIES HLDNG PLC SHS Technology 16,172.0 $772K 0.04% +5K +49.1% $47.74 -10.8%
223 EFV ISHARES MSCI EAFE VALUE ETF 10,080.0 $772K 0.04% NEW $76.55 +7.4%
224 MTCH MATCH GROUP INC NEW COM Communication Services 20,234.0 $770K 0.04% NEW $38.05 +10.6%
225 CMCSA COMCAST CORP NEW CL A Communication Services 31,011.0 $761K 0.04% -2K -6.7% $24.55 +10.8%
226 EGP EASTGROUP PPTY INC COM Real Estate 3,752.0 $760K 0.04% +1K +62.0% $202.53 -0.9%
227 OHI OMEGA HEALTHCARE INVS INC COM Real Estate 15,913.0 $759K 0.04% +2K +16.9% $47.68 -1.5%
228 MAS MASCO CORP COM Industrials 9,265.0 $754K 0.04% +2K +32.3% $81.37 -9.5%
229 CVS CVS HEALTH CORP COM Healthcare 7,213.0 $746K 0.04% +2K +37.4% $103.45 -8.8%
230 CFG CITIZENS FINANCIAL GROUP INC COM Financial Services 10,603.0 $743K 0.04% +4K +72.2% $70.07 +0.6%
231 ADI ANALOG DEVICES INC COM Technology 1,869.0 $742K 0.04% +183.0 +10.8% $397.27 -6.4%
232 SU SUNCOR ENERGY INC NEW COM Energy 13,828.0 $742K 0.04% $53.68 +22.3%
233 ALSN ALLISON TRANSMISSION HLDGS INC COM Consumer Cyclical 6,509.0 $734K 0.04% -4K -37.5% $112.74 +14.2%
234 CW CURTISS WRIGHT CORP COM Industrials 966.0 $732K 0.04% +191.0 +24.6% $757.76 -18.3%
235 FFIV F5 NETWORKS INC COM Technology 1,756.0 $730K 0.04% +951.0 +118.1% $415.96 -3.9%
236 ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF 12,966.0 $729K 0.04% $56.26 +4.6%
237 TGT TARGET CORP COM Consumer Defensive 5,576.0 $728K 0.04% -477.0 -7.9% $130.61 +25.6%
238 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 5,781.0 $719K 0.04% -763.0 -11.7% $124.44 +45.8%
239 LIN LINDE PLC SHS Basic Materials 1,386.0 $719K 0.04% -32.0 -2.3% $518.77 -5.5%
240 EBAY EBAY INC. COM Consumer Cyclical 6,410.0 $716K 0.04% +3K +111.3% $111.75 -6.8%
Page 12 of 34  ·  674 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%