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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 15 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RHI ROBERT HALF INTL INC COM Industrials 20,181.0 $620K 0.03% +13K +169.1% $30.70 +46.4%
282 TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF 8,552.0 $614K 0.03% $71.75 +6.4%
283 WSM WILLIAMS SONOMA INC COM Consumer Cyclical 2,623.0 $611K 0.03% +247.0 +10.4% $233.10 +6.1%
284 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 1,746.0 $611K 0.03% +449.0 +34.6% $350.17 -8.5%
285 LECO LINCOLN ELEC HLDGS INC COM Industrials 2,299.0 $610K 0.03% -236.0 -9.3% $265.51 +9.1%
286 SHW SHERWIN WILLIAMS CO COM Basic Materials 1,765.0 $608K 0.03% -158.0 -8.2% $344.30 +0.7%
287 UNH UNITEDHEALTH GROUP INC COM Healthcare 1,457.0 $606K 0.03% -1K -45.9% $415.64 -4.2%
288 ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 6,978.0 $598K 0.03% $85.66 -4.2%
289 NTRS NORTHERN TR CORP COM Financial Services 3,429.0 $596K 0.03% +1K +61.6% $173.81 +7.3%
290 GLPI GAMING & LEISURE PPTYS INC COM Real Estate 13,353.0 $595K 0.03% +8K +162.5% $44.53 -4.6%
291 CLH CLEAN HARBORS INC COM Industrials 1,990.0 $595K 0.03% +291.0 +17.1% $298.75 +4.4%
292 NVST ENVISTA HOLDINGS CORPORATION COM Healthcare 22,153.0 $584K 0.03% +13K +133.3% $26.35 +5.6%
293 A AGILENT TECHNOLOGIES INC COM Healthcare 4,383.0 $582K 0.03% +3K +190.8% $132.83 +18.5%
294 DOV DOVER CORP COM Industrials 2,576.0 $578K 0.03% -646.0 -20.1% $224.29 -8.9%
295 REGCO REGENCY CTRS CORP COM 7,241.0 $577K 0.03% +4K +146.5% $79.74
296 TTC TORO CO COM Industrials 5,917.0 $576K 0.03% +2K +69.8% $97.42 +2.5%
297 CNC CENTENE CORP DEL COM Healthcare 8,977.0 $576K 0.03% +4K +71.2% $64.19 +2.6%
298 VTV VANGUARD VALUE INDEX FUND 2,634.0 $574K 0.03% -903.0 -25.5% $217.90 +3.6%
299 PSTG PURE STORAGE INC CL A 7,253.0 $571K 0.03% +356.0 +5.2% $78.79
300 BUG GLOBAL X CYBERSECURITY ETF 14,955.0 $571K 0.03% $38.19 +14.1%
Page 15 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%