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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 21 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CAH CARDINAL HEALTH INC COM Healthcare 1,785.0 $424K 0.02% -49.0 -2.7% $237.60 -0.8%
402 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 11,463.0 $422K 0.02% -7K -36.4% $36.84 +4.1%
403 FBIN FORTUNE BRANDS HOME & SEC INC COM Industrials 7,658.0 $420K 0.02% +3K +72.7% $54.90 -17.0%
404 AZN ASTRAZENECA PLC SPONSORED ADR Healthcare 2,430.0 $420K 0.02% NEW $172.97 -4.8%
405 IDXX IDEXX LABS INC COM Healthcare 798.0 $420K 0.02% +429.0 +116.3% $526.52 +4.0%
406 ARW ARROW ELECTRS INC COM Technology 1,966.0 $420K 0.02% NEW $213.45 -2.2%
407 GVA GRANITE CONSTR INC COM Industrials 2,650.0 $419K 0.02% $158.08 -21.8%
408 MDT MEDTRONIC PLC SHS Healthcare 5,354.0 $419K 0.02% -1K -17.1% $78.22 +16.9%
409 DVY ISHARES SELECT DIVIDEND ETF 2,679.0 $419K 0.02% -697.0 -20.6% $156.30 +4.9%
410 TKR TIMKEN CO COM Industrials 2,835.0 $412K 0.02% NEW $145.32 -14.4%
411 SCHH SCHWAB U.S. REIT ETF 17,305.0 $410K 0.02% +4K +35.1% $23.68 +1.2%
412 DOCU DOCUSIGN INC COM Technology 9,179.0 $408K 0.02% +2K +24.0% $44.42 +42.3%
413 TMUS T MOBILE US INC COM Communication Services 2,429.0 $407K 0.02% +522.0 +27.4% $167.72 +6.6%
414 FORTINET INC COM 2,646.0 $406K 0.02% -692.0 -20.7% $153.62
415 VTR VENTAS INC COM Real Estate 4,559.0 $405K 0.02% +701.0 +18.2% $88.80 +4.4%
416 REYN REYNOLDS CONSUMER PRODS INC COM Consumer Cyclical 15,008.0 $403K 0.02% NEW $26.85 -8.8%
417 CMS CMS ENERGY CORP COM Utilities 5,266.0 $403K 0.02% +2K +75.7% $76.50 -10.5%
418 EW EDWARDS LIFESCIENCES CORP COM Healthcare 4,438.0 $401K 0.02% +2K +88.6% $90.46 +0.8%
419 SQUARE INC CL A 5,273.0 $401K 0.02% NEW $76.00
420 RY ROYAL BK CDA COM Financial Services 1,935.0 $400K 0.02% -109.0 -5.3% $206.97 -2.0%
Page 21 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%