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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 24 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ADSK AUTODESK INC COM Technology 1,822.0 $354K 0.02% -1K -43.1% $194.42 +31.0%
462 CNA CNA FINL CORP COM Financial Services 7,269.0 $353K 0.02% NEW $48.61 +1.7%
463 ETSY INC COM 4,684.0 $353K 0.02% NEW $75.33
464 SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2,933.0 $349K 0.02% NEW $118.97 +0.9%
465 LMT LOCKHEED MARTIN CORP COM Industrials 684.0 $349K 0.02% -281.0 -29.1% $509.76 +11.0%
466 BKMI BNY MELLON MUNICIPAL INTERMEDIATE ETF 13,165.0 $348K 0.02% NEW $26.44 -1.9%
467 L LOEWS CORP COM Financial Services 3,043.0 $344K 0.02% NEW $113.21 -2.0%
468 MTZ MASTEC INC COM Industrials 816.0 $339K 0.02% NEW $415.99 -40.2%
469 BX BLACKSTONE GROUP INC COM CL A Financial Services 2,868.0 $337K 0.02% -400.0 -12.2% $117.67 +21.7%
470 CPB CAMPBELL SOUP CO COM Consumer Defensive 15,102.0 $336K 0.02% NEW $22.27 +4.3%
471 BKLN INVESCO SENIOR LOAN ETF 16,488.0 $336K 0.02% -6K -26.5% $20.37 +0.8%
472 Q QNITY ELECTRONICS INC COMMON STOCK Technology 2,048.0 $335K 0.02% NEW $163.35 -22.7%
473 CME CME GROUP INC COM Financial Services 1,509.0 $333K 0.02% +400.0 +36.1% $220.82 +27.2%
474 PLD PROLOGIS INC. COM Real Estate 2,457.0 $333K 0.02% +220.0 +9.8% $135.48 +5.2%
475 IWO ISHARES RUSSELL 2000 GROWTH ETF 841.0 $331K 0.02% -302.0 -26.4% $394.03 -2.2%
476 KR KROGER CO COM Consumer Defensive 5,956.0 $331K 0.02% +1K +32.4% $55.53 +5.4%
477 MHK MOHAWK INDS INC COM Consumer Cyclical 2,719.0 $330K 0.02% NEW $121.32 +8.9%
478 VT VANGUARD TOTAL WORLD STOCK INDEX FUND 2,094.0 $329K 0.02% NEW $156.95 +2.5%
479 APG API GROUP CORP COM STK Industrials 7,760.0 $329K 0.02% +354.0 +4.8% $42.35 -2.7%
480 FLO FLOWERS FOODS INC COM Consumer Defensive 41,238.0 $326K 0.02% +14K +50.8% $7.90 -9.2%
Page 24 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%