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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 29 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ARGX ARGENX SE SPONSORED ADR Healthcare 264.0 $243K 0.01% -120.0 -31.2% $921.99 +13.6%
562 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 13,718.0 $243K 0.01% NEW $17.73 -3.9%
563 ARKK ARK INNOVATION ETF 3,008.0 $243K 0.01% -656.0 -17.9% $80.81 +6.2%
564 DHR DANAHER CORPORATION COM Healthcare 1,267.0 $241K 0.01% -1K -51.0% $190.51 +13.0%
565 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 7,173.0 $241K 0.01% -258.0 -3.5% $33.63 +11.0%
566 TREX TREX CO INC COM Industrials 4,812.0 $241K 0.01% NEW $50.04 -6.7%
567 SPG SIMON PPTY GROUP INC NEW COM Real Estate 1,075.0 $240K 0.01% NEW $223.59 -2.9%
568 NRG NRG ENERGY INC COM NEW Utilities 1,645.0 $240K 0.01% +184.0 +12.6% $146.06 -20.5%
569 EQIX EQUINIX INC COM Real Estate 230.0 $239K 0.01% NEW $1041.18 +3.7%
570 IVE ISHARES S&P 500 VALUE ETF 1,053.0 $239K 0.01% -656.0 -38.4% $227.06 +4.8%
571 DXCM DEXCOM INC COM Healthcare 3,546.0 $239K 0.01% NEW $67.36 +32.1%
572 QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 1,087.0 $239K 0.01% -483.0 -30.8% $219.51 +2.0%
573 MMM 3M CO COM Industrials 1,468.0 $238K 0.01% -56.0 -3.7% $161.90 +11.2%
574 BSX BOSTON SCIENTIFIC CORP COM Healthcare 5,559.0 $237K 0.01% -318.0 -5.4% $42.68 +12.9%
575 FOXA FOX CORP CL A COM Communication Services 4,537.0 $237K 0.01% -2K -35.0% $52.16 +33.4%
576 MTSI MACOM TECH SOLUTIONS HLDGS INC COM Technology 622.0 $237K 0.01% NEW $380.37 -28.3%
577 CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES Technology 865.0 $235K 0.01% NEW $271.87 -16.7%
578 OC OWENS CORNING NEW COM Industrials 1,477.0 $235K 0.01% NEW $158.96 -8.3%
579 TXT TEXTRON INC COM Industrials 2,558.0 $235K 0.01% NEW $91.74 -9.2%
580 WAB WABTEC COM Industrials 867.0 $234K 0.01% NEW $269.53 +11.5%
Page 29 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%