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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 23 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 OGE OGE ENERGY CORP COM Utilities 7,766.0 $378K 0.02% NEW $48.66 -4.3%
442 LEG LEGGETT & PLATT INC COM Consumer Cyclical 32,237.0 $377K 0.02% NEW $11.71 -21.4%
443 WEC WEC ENERGY GROUP INC COM Utilities 3,225.0 $377K 0.02% NEW $116.78 -7.9%
444 PSA PUBLIC STORAGE COM Real Estate 1,182.0 $376K 0.02% +141.0 +13.5% $318.19 -0.3%
445 IYY ISHARES DOW JONES U.S. ETF 2,057.0 $375K 0.02% $182.28 +2.4%
446 ZBH ZIMMER BIOMET HOLDINGS INC COM Healthcare 4,335.0 $373K 0.02% NEW $86.09 +17.8%
447 UNM UNUM GROUP COM Financial Services 4,172.0 $373K 0.02% +1K +44.9% $89.40 +2.4%
448 CLX CLOROX CO DEL COM Consumer Defensive 3,876.0 $370K 0.02% +338.0 +9.6% $95.43 +9.2%
449 DCI DONALDSON INC COM Industrials 4,119.0 $370K 0.02% +31.0 +0.8% $89.77 +6.1%
450 AMH AMERICAN HOMES 4 RENT CL A Real Estate 10,860.0 $364K 0.02% NEW $33.52 +1.9%
451 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 3,606.0 $364K 0.02% -1K -25.2% $100.81 -0.0%
452 ORI OLD REP INTL CORP COM Financial Services 8,866.0 $363K 0.02% +4K +78.7% $40.92 +3.7%
453 BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 9,559.0 $363K 0.02% +764.0 +8.7% $37.94 -6.1%
454 G GENPACT LIMITED SHS Technology 13,143.0 $361K 0.02% -2K -14.6% $27.50 +34.1%
455 IMMX IMMIX BIOPHARMA INC COM Healthcare 35,000.0 $361K 0.02% NEW $10.31 +36.5%
456 ALL ALLSTATE CORP COM Financial Services 1,516.0 $361K 0.02% +457.0 +43.1% $237.92 +10.0%
457 ATO ATMOS ENERGY CORP COM Utilities 2,092.0 $360K 0.02% NEW $172.25 -1.6%
458 SSNC SS&C TECHNOLOGIES HLDGS INC COM Technology 5,778.0 $359K 0.02% +363.0 +6.7% $62.05 +33.8%
459 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 3,717.0 $358K 0.02% +199.0 +5.7% $96.31 +4.7%
460 MO ALTRIA GROUP INC COM Consumer Defensive 4,953.0 $356K 0.02% +1K +34.8% $71.95 -3.9%
Page 23 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%