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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 28 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 DGX QUEST DIAGNOSTICS INC COM Healthcare 1,220.0 $259K 0.01% -339.0 -21.7% $211.95 +15.6%
542 GGG GRACO INC COM Industrials 3,399.0 $257K 0.01% -2K -41.3% $75.61 +5.3%
543 MTG MGIC INVT CORP WIS COM Financial Services 9,105.0 $257K 0.01% -1K -14.0% $28.20 +11.0%
544 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 691.0 $256K 0.01% NEW $370.76 -3.3%
545 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 4,511.0 $256K 0.01% NEW $56.79 -4.6%
546 AIZ ASSURANT INC COM Financial Services 953.0 $256K 0.01% -126.0 -11.7% $268.53 +7.4%
547 AME AMETEK INC COM Industrials 1,056.0 $255K 0.01% NEW $241.94 +1.3%
548 IEX IDEX CORP COM Industrials 1,125.0 $255K 0.01% NEW $226.95 +3.5%
549 PODD INSULET CORP COM Healthcare 1,647.0 $251K 0.01% +326.0 +24.7% $152.25 -5.8%
550 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 3,140.0 $249K 0.01% NEW $79.42 +14.5%
551 BE BLOOM ENERGY CORP COM CL A Industrials 822.0 $249K 0.01% NEW $302.83 -27.9%
552 CALL YANDEX N V SHS CLASS A 900.0 $249K 0.01% $276.17
553 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 3,060.0 $248K 0.01% +56.0 +1.9% $81.16 -8.8%
554 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,455.0 $248K 0.01% +1K +16.6% $33.29 +33.6%
555 VICR VICOR CORP COM Technology 653.0 $248K 0.01% NEW $379.78 -48.1%
556 AMERISOURCEBERGEN CORP COM 875.0 $248K 0.01% -336.0 -27.8% $283.06
557 AOS SMITH A O CORP COM Industrials 3,918.0 $246K 0.01% -3K -45.6% $62.71 -0.4%
558 UHS UNIVERSAL HLTH SVCS INC CL B Healthcare 1,652.0 $246K 0.01% -241.0 -12.7% $148.69 +20.2%
559 BR BROADRIDGE FINL SOLUTIONS INC COM Technology 1,792.0 $245K 0.01% +551.0 +44.4% $136.94 +32.6%
560 TRU TRANSUNION COM Industrials 3,380.0 $244K 0.01% -560.0 -14.2% $72.14 +17.1%
Page 28 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%