Avi Kantor Portfolio
Invests via Certior Financial Group LLC | Managed by Avi Kantor, Gary Gallagher
Invests via Certior Financial Group LLC
Managed by Avi Kantor, Gary Gallagher
Automatically Tracked
Growth-oriented investor and entrepreneur focused on technology-enabled businesses and early-stage venture activity, with experience across product, GTM and capital formation. Avi Kantor has worked at the intersection of operating leadership and investment, advising startups on scaling, fundraising and strategic partnerships while sourcing opportunities in SaaS, fintech and consumer platforms. Known for hands-on operational involvement, portfolio support and building go-to-market teams, the profile is relevant to LPs and co-investors seeking experienced stage-agnostic partners with founder-friendly orientation and pragmatic growth playbooks.
Growth-oriented investor and entrepreneur focused on technology-enabled businesses and early-stage venture activity, with experience across product, GTM and capital formation. Avi Kantor has worked at the intersection of operating leadership and investment, advising startups on scaling, fundraising and strategic partnerships while sourcing opportunities in SaaS, fintech and consumer platforms. Known for hands-on operational involvement, portfolio support and building go-to-market teams, the profile is relevant to LPs and co-investors seeking experienced stage-agnostic partners with founder-friendly orientation and pragmatic growth playbooks.
Investment Philosophy & Strategy
Growth-oriented, stage-agnostic investor concentrating on technology-enabled businesses—particularly SaaS, fintech and consumer platforms—who prioritizes founder-friendly partnerships and hands-on operational support. Investment decisions emphasize product-market fit, repeatable GTM, and capital-efficient scaling, with pragmatic follow-on capital allocation to de-risk winners. Uses an operator lens to underwrite teams, builds go-to-market playbooks, and sources deals via strategic partnerships. Time horizon is multi-year; risk discipline favors concentrated, active portfolio construction and value-creation through execution.
Growth-oriented, stage-agnostic investor concentrating on technology-enabled businesses—particularly SaaS, fintech and consumer platforms—who prioritizes founder-friendly partnerships and hands-on operational support. Investment decisions emphasize product-market fit, repeatable GTM, and capital-efficient scaling, with pragmatic follow-on capital allocation to de-risk winners. Uses an operator lens to underwrite teams, builds go-to-market playbooks, and sources deals via strategic partnerships. Time horizon is multi-year; risk discipline favors concentrated, active portfolio construction and value-creation through execution.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.44%
Gain
Monthly
0.13%
Yearly
1.57%
Drawdown
13.55%
$167.32M
Equity
Holdings
$167.32M
Investment
$152.48M
$17.72M
Profit -$691,830.64
Realized
$2.88M
Unrealized
$14.84M
Dividends
$5.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$691,830.64
Win %
65%
This Week
Compared To Last Week
Gain
0.21%
Profit
$354,039.78
Win %
65%
This Month
Compared to last month
Gain
0.54%
Profit
$897,542.5
Win %
65%
This Year
Compared to last year
Gain
6.89%
Profit
$10.78M
Win %
65%
MRK Merck & Co., Inc.
+3.02%
+$12,876.96 
GE General Electric Company
+2.81%
+$12,169.45 
SHEL Shell plc
+2.13%
+$5,884.31 
JNJ Johnson & Johnson
+1.83%
+$6,722.46 
LMT Lockheed Martin Corporation
+1.71%
+$15,417.66 
GILD Gilead Sciences Inc.
+1.69%
+$9,061.52 
ABBV AbbVie Inc.
+1.57%
+$9,891.21 
APD Air Products and Chemicals, Inc.
+1.53%
+$7,451.98 
ED Consolidated Edison, Inc.
+1.47%
+$8,087.98 
AWK American Water Works Company, Inc.
+1.37%
+$4,846.56 
VZ Verizon Communications Inc.
+1.37%
+$10,187.4 
XOM Exxon Mobil Corporation
+1.32%
+$14,969.08 
SGC Superior Group of Companies, Inc.
+1.26%
+$2,022.15 
PECO Phillips Edison & Company, Inc.
+1.21%
+$12,588.23 
O Realty Income Corporation
+1.1%
+$4,381.18 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.06%
+$10,339.21 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$5,791.25 
NVS Novartis AG Sponsored ADR
+0.99%
+$5,046.42 
WEC WEC Energy Group Inc.
+0.86%
+$4,093.46 
HGER Harbor Commodity All-Weather Fund
+0.76%
+$16,822.56 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.67%
+$5,691.26 
OKE ONEOK, Inc.
+0.67%
+$3,544.54 
IAU iShares Gold Trust
+0.55%
+$1,278.38 
MAA Mid-America Apartment Communities, Inc.
+0.45%
+$1,646.43 
ECL Ecolab Inc.
+0.44%
+$2,397.3 
FSCO FS Credit Opportunities Corp.
+0.41%
+$7,252.3 
MDT Medtronic plc
+0.4%
+$1,281.72 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$42,480.21 
IEF iShares 7-10 Year Treasury Bond ETF
+0.3%
+$8,247.68 
GOVT iShares U.S. Treasury Bond ETF
+0.24%
+$2,390.57 
GEV GE Vernova Inc.
+0.23%
+$773.36 
HD The Home Depot, Inc.
+0.22%
+$1,071.72 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.2%
+$3,306.2 
SNA Snap-on Inc.
+0.18%
+$1,032.08 
RSG Republic Services, Inc.
+0.17%
+$653.64 
CGCP Capital Group Core Plus Income ETF
+0.16%
+$1,287.37 
RYLD Global X Russell 2000 Covered Call ETF
+0.15%
+$649.8 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$1,679.86 
SCHV Schwab U.S. Large-Cap Value ETF
+0.12%
+$502.68 
HSMV First Trust Horizon Managed Volatility Small/Mid ETF
+0.11%
+$348.44 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$2,105.1 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.06%
+$139.65 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.06%
+$1,425.24 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.05%
+$194.37 
BENJ Horizon Landmark ETF
+0.04%
+$658.35 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$4,657.4 
CEG Constellation Energy Corporation
+0.01%
+$22.41 
98149E307
0%
$0 
FSSL
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ACN Accenture plc Class A
-3.03%
-$6,033.75 
TXN Texas Instruments Inc
-2.93%
-$20,020.96 
TSLA Tesla, Inc.
-2.78%
-$12,896.74 
IBM International Business Machines Corporation
-2.58%
-$14,398.92 
GOOG Alphabet Inc
-2.48%
-$7,084.75 
MSFT Microsoft Corp.
-2.36%
-$18,371.2 
ARKK ARK Innovation ETF Fund
-2.31%
-$6,441.03 
SAP SAP SE Sponsored ADR
-2.28%
-$5,623.04 
COIN Coinbase Global, Inc.
-2.24%
-$4,309.44 
QCOM QUALCOMM Incorporated
-2.09%
-$10,535.1 
NVDA NVIDIA Corporation
-2.08%
-$10,977.57 
VWO Vanguard FTSE Emerging Markets ETF
-2%
-$50,770.68 
PLTR Palantir Technologies Inc.
-1.91%
-$15,838.91 
SCHE Schwab Emerging Markets Equity ETF
-1.89%
-$4,186.08 
QYLG Global X Nasdaq 100 Covered Call Growth ETF
-1.86%
-$7,528.61 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.85%
-$4,596.32 
IEMG iShares Core MSCI Emerging Markets ETF
-1.83%
-$5,120.83 
CGGR Capital Group Growth ETF
-1.79%
-$12,559.8 
BTC Grayscale Bitcoin Mini Trust ETF
-1.73%
-$5,197.43 
ARKB Ark 21Shares Bitcoin ETF
-1.71%
-$6,396.62 
BITB Bitwise Bitcoin ETF
-1.69%
-$4,705.84 
CBUS Cibus Inc.
-1.66%
-$9,546.09 
GBTC Grayscale Bitcoin Trust ETF
-1.65%
-$35,251.8 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$5,695.82 
AVGO Broadcom Inc.
-1.47%
-$3,695.99 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.43%
-$4,034.95 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.43%
-$183,802.41 
VGT Vanguard Information Technology ETF
-1.43%
-$74,575.76 
QLTY GMO U.S. Quality ETF
-1.41%
-$26,714.61 
RELX Relx PLC Sponsored ADR
-1.31%
-$3,695.72 
SRXH Srx Health Solutions Inc.
-1.24%
-$10.84 
WSO Watsco Inc.
-1.23%
-$5,262.8 
STWD Starwood Property Trust Inc.
-1.14%
-$2,275.07 
FSK FS KKR Capital Corp.
-1.12%
-$14,803.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.08%
-$19,822.22 
CGGO Capital Group Global Growth Equity ETF
-1%
-$8,976.37 
CGIC Capital Group International Core Equity ETF
-0.97%
-$10,090.91 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.96%
-$96,060.4 
MSTR Strategy Inc.
-0.96%
-$9,436.5 
CGUS Capital Group Core Equity ETF
-0.92%
-$9,616.91 
HBTA Horizon Expedition Plus ETF
-0.87%
-$6,468.57 
VT Vanguard Total World Stock ETF
-0.84%
-$15,009.41 
ADP Automatic Data Processing Inc.
-0.82%
-$3,257.39 
RGP Resources Connection Inc.
-0.82%
-$763.63 
SCHX Schwab U.S. Large-Cap ETF
-0.81%
-$2,904.24 
IVV iShares Core S&P 500 ETF
-0.79%
-$31,418.92 
PDI Pimco Dynamic Income Fund
-0.79%
-$2,235.61 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$3,444.05 
FEGE First Eagle Global Equity ETF
-0.76%
-$3,818.24 
SCHF Schwab International Equity ETF
-0.74%
-$3,594 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$18,671.4 
BTI British American Tobacco p.l.c. ADR
-0.69%
-$3,015.42 
FPAG FPA Global Equity ETF
-0.68%
-$6,509.44 
SPYI NEOS S&P 500 High Income ETF
-0.66%
-$2,573.75 
CGDV Capital Group Dividend Value ETF
-0.63%
-$26,633.65 
ESCA Escalade, Incorporated
-0.62%
-$1,542.6 
ARES Ares Management Corporation
-0.56%
-$2,153.2 
MKC McCormick & Company, Incorporated
-0.48%
-$1,398.67 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.47%
-$1,429.4 
CGBL Capital Group Core Balanced ETF
-0.44%
-$5,290.73 
SCHA Schwab U.S. Small-Cap ETF
-0.44%
-$26,062.2 
AMZN Amazon.com Inc
-0.44%
-$2,561.5 
AVUV Avantis U.S. Small Cap Value ETF
-0.42%
-$3,684.03 
NWG NatWest Group plc Sponsored ADR
-0.34%
-$1,174.2 
CEFS Saba Capital Income & Opportunities ETF
-0.3%
-$1,325.59 
PSTL Postal Realty Trust, Inc.
-0.28%
-$718.13 
CME CME Group Inc.
-0.22%
-$845.35 
YYY Amplify High Income ETF
-0.21%
-$335.71 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.2%
-$525.72 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$1,208.27 
APRP PGIM U.S. Large-Cap Buffered 12 ETF April
-0.16%
-$515.22 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.15%
-$553.42 
HYD VanEck High Yield Muni ETF
-0.07%
-$2,022.09 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$2,964.15 
AAPL Apple Inc.
-0.06%
-$2,314.2 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$214.06 
ARCC Ares Capital Corporation
-0.03%
-$361.57 
MCD McDonald's Corporation
-0.01%
-$61.2 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$242.29 Events
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Dividends
Dividend Analysis
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| Trades 715 | Longs Won 437/715 61% | Profit Factor 3.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,355.92 |
| Average Win $56,632.18 | Best Trade (Jul 15) $1.43M | Sharpe Ratio -10.06 |
| Average Loss -$25,282.33 | Worst Trade (Jul 10) -$1.32M | Z-Score 5.57 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $24,782.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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