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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 13 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NDSN NORDSON CORP COM Industrials 2,365.0 $714K 0.04% +1K +73.5% $301.71 +10.9%
242 ACWI ISHARES MSCI ACWI INDEX FUND 4,514.0 $709K 0.04% $156.97 +2.5%
243 ATR APTARGROUP INC COM Healthcare 5,646.0 $707K 0.04% NEW $125.19 +8.0%
244 DIS DISNEY WALT CO COM DISNEY Communication Services 7,320.0 $705K 0.04% -2K -21.1% $96.26 +13.9%
245 ZM ZOOM VIDEO COMMUNICATIONS INC CL A Technology 8,156.0 $704K 0.04% -56.0 -0.7% $86.33 +8.7%
246 STT STATE STR CORP COM Financial Services 4,150.0 $704K 0.04% +2K +61.0% $169.61 +14.2%
247 BYD BOYD GAMING CORP COM Consumer Cyclical 7,964.0 $703K 0.04% +1K +23.1% $88.33 -8.7%
248 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 7,276.0 $702K 0.04% $96.44 -1.2%
249 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 2,796.0 $699K 0.03% +149.0 +5.6% $249.94 -6.6%
250 YETI YETI HLDGS INC COM Consumer Cyclical 14,078.0 $698K 0.03% +5K +56.1% $49.56 -15.7%
251 BMO BANK MONTREAL COM Financial Services 3,936.0 $695K 0.03% -264.0 -6.3% $176.70 -2.2%
252 ADBE ADOBE INC COM Technology 3,347.0 $684K 0.03% -5K -57.7% $204.41 +33.8%
253 JBL JABIL INC COM Technology 1,758.0 $678K 0.03% -15.0 -0.8% $385.52 -19.4%
254 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 1,698.0 $675K 0.03% -219.0 -11.4% $397.72 -6.9%
255 CCK CROWN HLDGS INC COM Consumer Cyclical 6,014.0 $673K 0.03% +489.0 +8.8% $111.82 +6.5%
256 QCOM QUALCOMM INC COM Technology 3,606.0 $669K 0.03% -5K -55.8% $185.41 -11.7%
257 ZION ZIONS BANCORPORATION N A COM Financial Services 9,658.0 $668K 0.03% +4K +81.2% $69.19 -1.3%
258 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 1,328.0 $666K 0.03% -185.0 -12.2% $501.49 +26.4%
259 EMR EMERSON ELEC CO COM Industrials 4,651.0 $666K 0.03% -2K -26.9% $143.15 +10.6%
260 MDB MONGODB INC CL A Technology 1,980.0 $665K 0.03% +368.0 +22.8% $335.87 +20.9%
Page 13 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%