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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 22 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SPB SPECTRUM BRANDS HLDGS INC NEW COM Consumer Defensive 4,645.0 $398K 0.02% -314.0 -6.3% $85.75 +3.7%
422 CHRW C H ROBINSON WORLDWIDE INC COM NEW Industrials 2,109.0 $397K 0.02% -203.0 -8.8% $188.35 -19.4%
423 PRI PRIMERICA INC COM Financial Services 1,397.0 $397K 0.02% NEW $284.20 +5.9%
424 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 4,173.0 $397K 0.02% -323.0 -7.2% $95.09 +9.0%
425 PAYC PAYCOM SOFTWARE INC COM Technology 3,157.0 $397K 0.02% +2K +125.5% $125.68 +84.8%
426 AVY AVERY DENNISON CORP COM Industrials 2,442.0 $396K 0.02% -171.0 -6.5% $162.35 +12.3%
427 MSM MSC INDL DIRECT INC CL A Industrials 3,332.0 $396K 0.02% -249.0 -7.0% $118.95 +3.0%
428 POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER 8,530.0 $396K 0.02% $46.41 +2.0%
429 NOW SERVICENOW INC COM Technology 3,931.0 $394K 0.02% -426.0 -9.8% $100.32 +25.4%
430 NUE NUCOR CORP COM Basic Materials 1,761.0 $392K 0.02% -279.0 -13.7% $222.79 +13.5%
431 BROWN FORMAN CORP CL B 14,667.0 $391K 0.02% +5K +50.5% $26.65
432 DTE DTE ENERGY CO COM Utilities 2,560.0 $390K 0.02% NEW $152.39 -9.6%
433 VRSN VERISIGN INC COM Technology 1,546.0 $389K 0.02% NEW $251.56 +16.5%
434 LSTR LANDSTAR SYS INC COM Industrials 1,871.0 $387K 0.02% NEW $206.81 -12.2%
435 TPR TAPESTRY INC COM Consumer Cyclical 2,632.0 $385K 0.02% +534.0 +25.4% $146.36 -11.0%
436 TDC TERADATA CORP DEL COM Technology 11,110.0 $385K 0.02% NEW $34.65 -21.9%
437 PGR PROGRESSIVE CORP OHIO COM Financial Services 1,759.0 $384K 0.02% +198.0 +12.7% $218.40 +1.9%
438 ITEQ AMPLIFY BLUESTAR ISRAEL TECHNOLOGY ETF 5,785.0 $384K 0.02% $66.38 -6.0%
439 MCHP MICROCHIP TECHNOLOGY INC COM Technology 4,153.0 $379K 0.02% +913.0 +28.2% $91.20 -18.8%
440 THG HANOVER INS GROUP INC COM Financial Services 1,768.0 $379K 0.02% NEW $214.12 +6.7%
Page 22 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%