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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 30 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 WDAY WORKDAY INC CL A Technology 1,885.0 $232K 0.01% +903.0 +92.0% $122.98 +55.1%
582 POST POST HLDGS INC COM Consumer Defensive 2,611.0 $230K 0.01% NEW $88.26 -7.1%
583 GPC GENUINE PARTS CO COM Consumer Cyclical 1,953.0 $230K 0.01% NEW $117.97 +18.2%
584 NSC NORFOLK SOUTHERN CORP COM Industrials 731.0 $230K 0.01% -25.0 -3.3% $314.53 +12.1%
585 EA ELECTRONIC ARTS INC COM Communication Services 1,121.0 $230K 0.01% NEW $205.04 +2.3%
586 MET METLIFE INC COM Financial Services 2,712.0 $229K 0.01% +148.0 +5.8% $84.61 +14.1%
587 STE STERIS PLC SHS USD Healthcare 1,088.0 $229K 0.01% NEW $210.57 +12.4%
588 CDW CDW CORP COM Technology 1,625.0 $229K 0.01% NEW $140.64 +0.6%
589 PAYX PAYCHEX INC COM Industrials 2,319.0 $228K 0.01% NEW $98.33 +27.0%
590 VXF VANGUARD EXTENDED MARKET INDEX FUND 925.0 $228K 0.01% NEW $246.21 -0.8%
591 VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 623.0 $228K 0.01% NEW $365.41 -2.5%
592 MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS Financial Services 11,436.0 $227K 0.01% -3K -18.2% $19.89 +12.8%
593 CHD CHURCH & DWIGHT INC COM Consumer Defensive 2,336.0 $226K 0.01% -261.0 -10.1% $96.88 +6.2%
594 VAC MARRIOTT VACTINS WORLDWID CORP COM Consumer Cyclical 2,217.0 $226K 0.01% NEW $101.88 +12.7%
595 COLB COLUMBIA BKG SYS INC COM Financial Services 7,015.0 $225K 0.01% NEW $32.05 -4.2%
596 BCS BARCLAYS PLC ADR Financial Services 8,369.0 $225K 0.01% -2K -17.0% $26.86 +1.0%
597 GIS GENERAL MLS INC COM Consumer Defensive 6,443.0 $224K 0.01% NEW $34.80 +15.2%
598 DRAM ROUNDHILL MEMORY ETF 3,005.0 $222K 0.01% NEW $73.85 -23.6%
599 VOT VANGUARD MID-CAP GROWTH INDEX FUND 718.0 $220K 0.01% NEW $306.50 -0.5%
600 UPS UNITED PARCEL SERVICE INC CL B Industrials 2,028.0 $218K 0.01% NEW $107.49 -1.7%
Page 30 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%