Funds · 13F filer · North Palm Beach, FL

Certuity, LLC

$2.0B in 672 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+28.6%S&P 500 +20.9%
3y return+77.6%S&P 500 +68.5%
5y return+65.7%S&P 500 +74.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2019: $221 against $232 in the S&P 500.2

Certuity, LLCS&P 500 (SPY)
$79$100$23220192026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
MUMicron Technology Inc Com$311.4M15.4%
CCitigroup Inc Com New$118.5M5.8%
AAPLApple Inc$86.6M4.3%+39.3%
VOOVanguard S&p 500 Etf$77.7M3.8%
GEGeneral Electric Co Com$69.5M3.4%
OMFOnemain Hldgs Inc Com$56.8M2.8%
IVVIshares Core S&p 500 Etf$55.5M2.7%+5.5%
NVDANvidia Corp Com$54.4M2.7%−1.4%
INTCIntel Corp Com$45.9M2.3%
MSMorgan Stanley Com New$42.9M2.1%
SCHGSchwab U.s. Large-cap Growth Etf$35.1M1.7%+9.2%
FLGNew York Cmnty Bancorp Inc Com$31.7M1.6%
BACBk Of America Corp Com$28.8M1.4%
GOOGLAlphabet Inc Cap Stk Cl A$28.2M1.4%−1.2%
WFCWells Fargo Co New Com$25.8M1.3%
QQQInvesco Qqq Trust$25.3M1.2%
PNCPnc Finl Svcs Group Inc Com$25.2M1.2%
AMZNAmazon.com Inc Com$22.3M1.1%+1.8%
MSFTMicrosoft Corp Com$21.9M1.1%+4.6%
IJRIshares S&p Small-cap Fund$20.9M1.0%+14.0%
FFord Mtr Co Del Com$18.8M0.9%
SPYSpdr S&p 500 Etf$17.5M0.9%+1.6%
NFRAFlexshares Stoxx Global Broad Infrastructure Index Fund$17.4M0.9%
FCXFreeport-mcmoran Inc Cl B$16.0M0.8%
VEAVanguard Ftse Developed Markets Etf$15.4M0.8%+17.6%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia Corp ComJune 30, 2020+2006.7%$54.4M
LRCXLam Research Corp ComDecember 31, 2024+499.9%$9.1M
GOOGLAlphabet Inc Cap Stk Cl AJune 30, 2020+404.0%$28.2M
GOOGAlphabet Inc Cap Stk Cl CJune 30, 2020+399.9%$13.5M
IYWIshares U.s. Technology EtfJune 30, 2020+273.9%$11.6M
GEGeneral Electric Co ComSeptember 30, 2021+262.7%$69.5M
PANWPalo Alto Networks Inc ComMarch 31, 2023+241.5%$10.3M
AAPLApple IncJune 30, 2020+217.3%$86.6M
CCitigroup Inc Com NewDecember 31, 2022+209.4%$118.5M
QQQInvesco Qqq TrustJune 30, 2020+197.4%$25.3M

Sold off last quarter

  • Exxon Mobil Corp ComCUSIP 30231G102 was $17.8M
  • VGSHVanguard Short-term Government Bond Etf was $1.2M
  • VGITVanguard Intermediate-term Government Bond Etf was $807K
  • MUUDirexion Daily Mu Bull 2x Etf was $602K
  • INGRIngredion Inc Com was $578K
  • Dupont De Nemours Inc ComCUSIP 26614N102 was $492K
  • PTCPtc Inc Com was $480K
  • TTDThe Trade Desk Inc Com Cl A was $447K
  • SAMBoston Beer Inc Cl A was $442K
  • VTEBVanguard Tax-exempt Bond Etf was $422K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+13.4%+14.8%
March 31, 2026−4.5%−4.6%
December 31, 2025+8.2%+2.4%
September 30, 2025+9.7%+7.8%
June 30, 2025+12.2%+10.5%
March 31, 2025−2.5%−4.6%
December 31, 2024+1.7%+2.1%
September 30, 2024+3.5%+5.4%
June 30, 2024+2.2%+4.0%
March 31, 2024+10.6%+10.0%
December 31, 2023+9.4%+11.2%
September 30, 2023−3.0%−3.6%
June 30, 2023+6.7%+8.3%
March 31, 2023+5.7%+7.0%
December 31, 2022+5.8%+7.1%
September 30, 2022−4.2%−5.3%
June 30, 2022−17.4%−16.5%
March 31, 2022−6.0%−4.9%
December 31, 2021+6.6%+10.7%
September 30, 2021−1.4%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1800752
  2. 2
    Filed July 28, 2026 · accession 0001800752-26-000004