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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 8 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF Financial Services 2,813.0 $1.5M 0.07% -908.0 -24.4% $519.74 +2.8%
142 VRT VERTIV HOLDINGS CO COM CL A Industrials 4,171.0 $1.4M 0.07% +2K +81.7% $334.80 -21.2%
143 MCD MCDONALDS CORP COM Consumer Cyclical 5,157.0 $1.4M 0.07% -430.0 -7.7% $270.29 -1.2%
144 NVR NVR INC COM Consumer Cyclical 204.0 $1.4M 0.07% +65.0 +46.8% $6813.40 -6.5%
145 NEM NEWMONT CORP COM Basic Materials 14,794.0 $1.4M 0.07% -4K -20.1% $93.40 +40.9%
146 ETN EATON CORP PLC SHS Industrials 3,121.0 $1.3M 0.07% -730.0 -19.0% $426.17 -1.6%
147 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 6,160.0 $1.3M 0.07% -7K -53.8% $212.77 +4.4%
148 EFA ISHARES MSCI EAFE ETF 12,554.0 $1.3M 0.06% -5K -27.9% $103.88 +4.2%
149 CL COLGATE PALMOLIVE CO COM Consumer Defensive 13,427.0 $1.2M 0.06% +2K +15.5% $91.68 +0.4%
150 EEM ISHARES MSCI EMERGING MARKETS ETF 17,894.0 $1.2M 0.06% -480.0 -2.6% $68.41 -1.8%
151 COP CONOCOPHILLIPS COM Energy 11,636.0 $1.2M 0.06% -404.0 -3.4% $103.96 +25.6%
152 OUSTER INC COM NEW 18,992.0 $1.2M 0.06% $62.52
153 HWM HOWMET AEROSPACE INC COM Industrials 4,328.0 $1.2M 0.06% +1K +31.1% $268.85 +0.2%
154 WDC WESTERN DIGITAL CORP. COM Technology 1,817.0 $1.2M 0.06% -387.0 -17.6% $638.67 -26.6%
155 GEV GE VERNOVA INC COM Utilities 1,005.0 $1.2M 0.06% +90.0 +9.8% $1151.09 -17.2%
156 IAU ISHARES COMEX GOLD TRUST Financial Services 15,312.0 $1.2M 0.06% -6K -26.7% $75.51 +14.4%
157 CMI CUMMINS INC COM Industrials 1,619.0 $1.2M 0.06% +114.0 +7.6% $713.26 -18.9%
158 DASH DOORDASH INC CL A Communication Services 6,251.0 $1.2M 0.06% -491.0 -7.3% $184.52 +28.4%
159 TWLO TWILIO INC CL A Communication Services 5,487.0 $1.1M 0.06% +2K +62.3% $206.34 +10.7%
160 RTX RAYTHEON TECHNOLOGIES CORP COM Industrials 5,966.0 $1.1M 0.06% +199.0 +3.5% $189.72 +11.7%
Page 8 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%