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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 7 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 10,422.0 $1.9M 0.09% +10K +2190.6% $179.78 +16.2%
122 DDLS WISDOMTREE DYNAMIC INTERNATIONAL SMALLCAP EQUITY FUND 41,049.0 $1.8M 0.09% +7K +19.4% $44.05 +5.2%
123 BK BANK NEW YORK MELLON CORP COM Financial Services 12,395.0 $1.8M 0.09% +2K +14.5% $144.51 -0.5%
124 RMD RESMED INC COM Healthcare 9,069.0 $1.8M 0.09% +2K +34.6% $194.88 +20.9%
125 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,701.0 $1.7M 0.09% -88.0 -4.9% $1012.33 +2.8%
126 BBJP JPMORGAN BETABUILDERS JAPAN ETF 22,433.0 $1.7M 0.08% +19K +574.9% $75.31 +2.3%
127 VUG VANGUARD GROWTH INDEX FUND 19,343.0 $1.7M 0.08% +14K +248.5% $86.41 +1.2%
128 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 25,320.0 $1.7M 0.08% $65.61 -3.9%
129 TJX TJX COS INC NEW COM Consumer Cyclical 10,826.0 $1.6M 0.08% -5K -30.1% $151.64 -9.8%
130 ABSI ABSCI CORPORATION COM Healthcare 140,697.0 $1.6M 0.08% NEW $11.59 -20.4%
131 VONG VANGUARD RUSSELL 1000 GROWTH ETF 12,706.0 $1.6M 0.08% -524.0 -4.0% $127.81 -1.9%
132 AAPL PUT APPLE INC Technology 5,600.0 $1.6M 0.08% NEW $289.36 +8.3%
133 ORLY O REILLY AUTOMOTIVE INC NEW COM Consumer Cyclical 17,113.0 $1.6M 0.08% +4K +35.3% $92.09 -2.8%
134 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 814.0 $1.6M 0.08% $1922.82 -9.2%
135 EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF 56,286.0 $1.6M 0.08% $27.80 +4.1%
136 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 15,535.0 $1.6M 0.08% +1K +10.4% $100.28 +8.2%
137 CB CHUBB LIMITED COM Financial Services 4,564.0 $1.6M 0.08% -899.0 -16.5% $340.76 +0.9%
138 VO VANGUARD MID-CAP INDEX FUND 19,167.0 $1.5M 0.08% +15K +381.3% $80.57 +3.2%
139 AMP AMERIPRISE FINL INC COM Financial Services 3,354.0 $1.5M 0.08% +460.0 +15.9% $458.70 +22.1%
140 HD HOME DEPOT INC COM Consumer Cyclical 4,246.0 $1.5M 0.07% -1K -26.1% $352.53 -5.0%
Page 7 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%