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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 20 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FIRST HAWAIIAN INC COM 15,319.0 $449K 0.02% NEW $29.30
382 SO SOUTHERN CO COM Utilities 4,685.0 $448K 0.02% -1K -19.0% $95.70 -7.6%
383 SBAC SBA COMMUNICATIONS CORP NEW CL A Real Estate 2,538.0 $448K 0.02% +563.0 +28.5% $176.46 +5.4%
384 TSN TYSON FOODS INC CL A Consumer Defensive 7,789.0 $446K 0.02% -3K -24.6% $57.25 -3.0%
385 FAF FIRST AMERN FINL CORP COM Financial Services 6,485.0 $445K 0.02% +2K +45.9% $68.59 +7.7%
386 CPT CAMDEN PPTY TR SH BEN INT Real Estate 3,882.0 $444K 0.02% +939.0 +31.9% $114.49 -7.2%
387 CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF 1,755.0 $444K 0.02% +12.0 +0.7% $253.00 +2.7%
388 TER TERADYNE INC COM Technology 916.0 $443K 0.02% -180.0 -16.4% $484.04 -24.3%
389 CINF CINCINNATI FINL CORP COM Financial Services 2,391.0 $443K 0.02% +81.0 +3.5% $185.17 -7.9%
390 ITT ITT INC COM Industrials 2,239.0 $443K 0.02% +947.0 +73.3% $197.72 +5.1%
391 PHM PULTE GROUP INC COM Consumer Cyclical 3,220.0 $442K 0.02% -2K -43.5% $137.19 -7.1%
392 EXC EXELON CORP COM Utilities 9,470.0 $441K 0.02% +3K +57.9% $46.62 -6.1%
393 SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 2,832.0 $437K 0.02% +16.0 +0.6% $154.43 +3.3%
394 ET Energy Transfer LP COM UT LTD PTN Energy 22,825.0 $436K 0.02% +7K +44.1% $19.12 +11.0%
395 SLV ISHARES SILVER TRUST Financial Services 8,146.0 $436K 0.02% +2K +26.0% $53.47 +16.5%
396 BLK BLACKROCK INC COM Financial Services 451.0 $434K 0.02% -109.0 -19.5% $962.73 +23.0%
397 LITE LUMENTUM HLDGS INC COM Technology 503.0 $432K 0.02% NEW $858.56 +7.9%
398 GLOBUS MED INC CL A 5,412.0 $428K 0.02% NEW $79.01
399 AEE AMEREN CORP COM Utilities 3,771.0 $426K 0.02% NEW $113.03 -5.8%
400 TEL TE CONNECTIVITY LTD REG SHS Technology 2,107.0 $425K 0.02% -512.0 -19.6% $201.61 +0.5%
Page 20 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%