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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 9 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLE ENERGY SELECT SECTOR SPDR FUND 21,240.0 $1.1M 0.06% -340.0 -1.6% $53.11 +17.5%
162 XBI SPDR S&P BIOTECH ETF 7,116.0 $1.1M 0.06% $158.25 +6.4%
163 IJH ISHARES S&P MIDCAP FUND 14,577.0 $1.1M 0.06% -1K -7.7% $77.11 -0.6%
164 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 4,382.0 $1.1M 0.06% +381.0 +9.5% $255.88 +30.3%
165 XLF FINANCIAL SELECT SECTOR SPDR FUND 20,574.0 $1.1M 0.05% -7K -24.2% $53.61 +8.7%
166 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 13,212.0 $1.1M 0.05% -2K -15.8% $82.84 -1.2%
167 MGK VANGUARD MEGA CAP GROWTH ETF 12,430.0 $1.1M 0.05% +10K +400.6% $87.91 +1.1%
168 GD GENERAL DYNAMICS CORP COM Industrials 3,081.0 $1.1M 0.05% -49.0 -1.6% $354.23 +7.8%
169 NTAP NETAPP INC COM Technology 6,997.0 $1.1M 0.05% -151.0 -2.1% $154.76 +25.3%
170 ESS ESSEX PPTY TR INC COM Real Estate 3,690.0 $1.1M 0.05% +2K +77.8% $291.57 -1.2%
171 PG PROCTER & GAMBLE CO COM Consumer Defensive 7,307.0 $1.1M 0.05% -2K -18.5% $146.64 -1.1%
172 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 12,386.0 $1.1M 0.05% -355.0 -2.8% $85.49 +2.7%
173 VONE VANGUARD RUSSELL 1000 ETF 3,111.0 $1.1M 0.05% +18.0 +0.6% $338.69 +2.5%
174 BBCA JPMORGAN BETABUILDERS CANADA ETF 10,308.0 $1.0M 0.05% NEW $99.40 +7.9%
175 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 10,541.0 $1.0M 0.05% +2K +26.7% $96.12 -50.3%
176 ORCL ORACLE CORP COM Technology 6,905.0 $1.0M 0.05% -3K -33.2% $146.56 +1.6%
177 TXG 10X GENOMICS INC CL A COM Healthcare 26,281.0 $1.0M 0.05% +6K +30.1% $38.34 +67.6%
178 ED CONSOLIDATED EDISON INC COM Utilities 9,028.0 $999K 0.05% +3K +53.5% $110.63 -2.3%
179 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 4,410.0 $988K 0.05% -904.0 -17.0% $223.95 +25.6%
180 BBEU JPMORGAN BETABUILDERS EUROPE ETF 12,658.0 $984K 0.05% +6K +97.8% $77.77 +3.9%
Page 9 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%