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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 32 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ALGN ALIGN TECHNOLOGY INC COM Healthcare 1,217.0 $205K 0.01% NEW $168.72 -4.9%
622 JKHY HENRY JACK & ASSOC INC COM Technology 1,491.0 $205K 0.01% NEW $137.70 +25.5%
623 ARCC ARES CAPITAL CORP COM Financial Services 11,039.0 $205K 0.01% -2K -12.3% $18.53 +7.4%
624 SONY SONY CORP SPONSORED ADR Technology 10,189.0 $204K 0.01% -3K -24.2% $20.06 +20.4%
625 MSCI MSCI INC COM Financial Services 363.0 $203K 0.01% NEW $560.04 +0.8%
626 IEUR ISHARES CORE MSCI EUROPE ETF 2,702.0 $203K 0.01% NEW $75.17 +4.3%
627 FLEETCOR TECHNOLOGIES INC COM 606.0 $202K 0.01% NEW $333.27
628 ENTG ENTEGRIS INC COM Technology 1,121.0 $202K 0.01% NEW $179.87 -20.9%
629 PPL PPL CORP COM Utilities 5,519.0 $201K 0.01% NEW $36.35 -3.2%
630 SAN BANCO SANTANDER SA ADR Financial Services 14,461.0 $200K 0.01% -8K -36.2% $13.80 +6.4%
631 PFLT PENNANTPARK FLOATING RATE CAP COM Financial Services 26,658.0 $199K 0.01% $7.48 -1.3%
632 GDOT GREEN DOT CORP CL A Financial Services 14,624.0 $198K 0.01% $13.51 -0.9%
633 AVTR AVANTOR INC COM Healthcare 19,772.0 $196K 0.01% NEW $9.90 +46.5%
634 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 467.0 $194K 0.01% -178.0 -27.6% $415.31 +17.6%
635 OLED UNIVERSAL DISPLAY CORP COM Technology 2,193.0 $190K 0.01% -123.0 -5.3% $86.61 +0.9%
636 ICE INTERCONTINENTAL EXCHANGE INC COM Financial Services 1,490.0 $183K 0.01% -2K -62.1% $123.11 +31.5%
637 IRM IRON MTN INC NEW COM Real Estate 1,407.0 $178K 0.01% NEW $126.31 -4.1%
638 WMB WILLIAMS COS INC COM Energy 2,345.0 $174K 0.01% -2K -49.1% $74.34 +0.1%
639 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 1,164.0 $170K 0.01% -4K -75.7% $146.41 -2.5%
640 DG DOLLAR GEN CORP NEW COM Consumer Defensive 1,474.0 $170K 0.01% -2K -52.1% $115.09 +6.4%
Page 32 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%