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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 25 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 VLO VALERO ENERGY CORP COM Energy 1,248.0 $325K 0.02% -1K -49.3% $260.36 +33.7%
482 TLT ISHARES 20 YEAR TREASURY BOND ETF 3,756.0 $325K 0.02% NEW $86.42 -3.6%
483 ULTA ULTA BEAUTY INC COM Consumer Cyclical 719.0 $324K 0.02% -197.0 -21.5% $451.21 +20.4%
484 SPACE EXPLORATION TECHN CORP CLASS A COM STK 1,890.0 $323K 0.02% NEW $170.83
485 STLD STEEL DYNAMICS INC COM Basic Materials 1,402.0 $322K 0.02% -58.0 -4.0% $229.38 +2.8%
486 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 12,815.0 $321K 0.02% -2K -13.6% $25.06 +15.8%
487 EFG ISHARES MSCI EAFE GROWTH ETF 2,581.0 $321K 0.02% NEW $124.42 +1.0%
488 MUB ISHARES NATIONAL MUNI BOND ETF 2,977.0 $320K 0.02% NEW $107.62 -2.0%
489 VSAT VIASAT INC COM Technology 3,549.0 $319K 0.02% NEW $89.81 -20.4%
490 CRL CHARLES RIV LABS INTL INC COM Healthcare 1,398.0 $317K 0.02% -181.0 -11.5% $226.79 +30.1%
491 SYY SYSCO CORP COM Consumer Defensive 3,768.0 $315K 0.02% +480.0 +14.6% $83.58 -0.4%
492 ASCENDIS PHARMA A/S ORD SHS 1,170.0 $312K 0.01% NEW $266.72
493 SCMB SCHWAB MUNICIPAL BOND ETF 12,001.0 $310K 0.01% NEW $25.82 -2.2%
494 PPH VANECK VECTORS PHARMACEUTICAL ETF 2,804.0 $307K 0.01% +18.0 +0.7% $109.37 +6.0%
495 FDS FACTSET RESH SYS INC COM Financial Services 1,326.0 $305K 0.01% +412.0 +45.1% $230.00 +28.5%
496 TRGP TARGA RES CORP COM Energy 1,135.0 $304K 0.01% -2K -67.4% $268.14 +9.7%
497 W WAYFAIR INC CL A Consumer Cyclical 3,267.0 $302K 0.01% NEW $92.42 +12.6%
498 TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND 12,600.0 $301K 0.01% $23.91 -1.3%
499 HUT 8 CORP COM 2,604.0 $301K 0.01% NEW $115.45
500 DBX DROPBOX INC CL A Technology 10,893.0 $299K 0.01% -1K -10.8% $27.47 +26.7%
Page 25 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%