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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 19 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FRT FEDERAL REALTY INVT TR SH BEN INT NEW Real Estate 3,822.0 $472K 0.02% NEW $123.44 -5.2%
362 AGCO AGCO CORP COM Industrials 3,932.0 $471K 0.02% +2K +74.3% $119.70 -7.6%
363 ROST ROSS STORES INC COM Consumer Cyclical 2,209.0 $470K 0.02% NEW $212.83 +8.1%
364 NOC NORTHROP GRUMMAN CORP COM Industrials 919.0 $468K 0.02% -20K -95.7% $509.44 +7.0%
365 CIEN CIENA CORP COM NEW Technology 954.0 $468K 0.02% NEW $490.71 -18.9%
366 JHG JANUS HENDERSON GROUP PLC ORD SHS Financial Services 8,979.0 $466K 0.02% +3K +45.5% $51.95 +0.0%
367 LIT GLOBAL X LITHIUM & BATTERY TECH ETF 5,954.0 $466K 0.02% -2K -20.4% $78.28 -1.7%
368 ES EVERSOURCE ENERGY COM Utilities 6,445.0 $466K 0.02% +3K +63.5% $72.27 -1.8%
369 SWKS SKYWORKS SOLUTIONS INC COM Technology 6,830.0 $463K 0.02% +595.0 +9.5% $67.80 -1.8%
370 ALLY ALLY FINL INC COM Financial Services 10,075.0 $463K 0.02% +6K +123.0% $45.95 -6.7%
371 FIVE FIVE BELOW INC COM Consumer Cyclical 2,573.0 $463K 0.02% +617.0 +31.5% $179.79 +38.3%
372 SCCO SOUTHERN COPPER CORP COM Basic Materials 2,653.0 $462K 0.02% +45.0 +1.7% $174.26 +24.4%
373 DLTR DOLLAR TREE INC COM Consumer Defensive 3,818.0 $462K 0.02% NEW $120.95 +5.5%
374 GM GENERAL MTRS CO COM Consumer Cyclical 5,987.0 $461K 0.02% +402.0 +7.2% $77.08 +11.9%
375 FDX FEDEX CORP COM Industrials 1,467.0 $459K 0.02% +232.0 +18.8% $313.19 +6.2%
376 PVLA PALVELLA THERAPEUTICS INC NEW COM Healthcare 3,000.0 $458K 0.02% $152.82 -0.5%
377 TOL TOLL BROTHERS INC COM Consumer Cyclical 2,777.0 $458K 0.02% +1K +62.4% $164.75 -11.7%
378 ROK ROCKWELL AUTOMATION INC COM Industrials 920.0 $455K 0.02% NEW $495.08 -12.7%
379 EIS ISHARES MSCI ISRAEL ETF 3,743.0 $452K 0.02% +24.0 +0.7% $120.71 +3.5%
380 BBY BEST BUY INC COM Consumer Cyclical 5,954.0 $452K 0.02% +1K +26.3% $75.88 +10.2%
Page 19 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%