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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 18 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PNW PINNACLE WEST CAP CORP COM Utilities 4,649.0 $497K 0.03% NEW $107.00 -8.5%
342 FNB F N B CORP COM Financial Services 25,975.0 $496K 0.02% +8K +43.2% $19.08 -3.2%
343 WCC WESCO INTL INC COM Industrials 1,434.0 $495K 0.02% NEW $345.43 +2.0%
344 WWD WOODWARD INC COM Industrials 1,159.0 $493K 0.02% +451.0 +63.7% $425.44 -18.7%
345 RCL ROYAL CARIBBEAN CRUISES LTD COM Consumer Cyclical 1,551.0 $493K 0.02% +599.0 +62.9% $317.70 -9.5%
346 CI CIGNA CORP NEW COM Healthcare 1,785.0 $492K 0.02% +427.0 +31.4% $275.69 +1.3%
347 OZK BANK OZK COM Financial Services 9,369.0 $488K 0.02% NEW $52.09 -5.3%
348 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 6,543.0 $488K 0.02% +3K +95.4% $74.53 +2.2%
349 PYPL PAYPAL HLDGS INC COM Financial Services 11,288.0 $487K 0.02% +4K +62.4% $43.18 +42.7%
350 DDOG DATADOG INC CL A COM Technology 1,864.0 $485K 0.02% +276.0 +17.4% $260.40 -7.0%
351 DT DYNATRACE INC COM Technology 11,025.0 $484K 0.02% +2K +18.6% $43.91 +21.3%
352 SMG SCOTTS MIRACLE GRO CO CL A Basic Materials 7,082.0 $482K 0.02% NEW $68.11 -10.5%
353 QRVO QORVO INC COM Technology 5,164.0 $482K 0.02% +1K +31.2% $93.27 +2.2%
354 MKSI MKS INSTRS INC COM Technology 1,082.0 $481K 0.02% NEW $444.64 -38.9%
355 APD AIR PRODS & CHEMS INC COM Basic Materials 1,638.0 $480K 0.02% -345.0 -17.4% $293.19 +3.7%
356 HIW HIGHWOODS PPTYS INC COM Real Estate 15,923.0 $480K 0.02% NEW $30.16 +4.2%
357 USFD US FOODS HLDG CORP COM Consumer Defensive 4,669.0 $477K 0.02% +584.0 +14.3% $102.26 +5.2%
358 SHEL ROYAL DUTCH SHELL PLC SPONS ADR A Energy 6,144.0 $476K 0.02% -665.0 -9.8% $77.54 +16.6%
359 CAG CONAGRA BRANDS INC COM Consumer Defensive 35,132.0 $473K 0.02% NEW $13.46 +19.0%
360 BND VANGUARD TOTAL BOND MARKET INDEX FUND 6,430.0 $472K 0.02% NEW $73.41 -1.2%
Page 18 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%