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:
20.25%
Gain 0%
Monthly
0.86%
Yearly
10.84%
Drawdown
13.29%
$189.02M
Equity
Holdings
$189.02M
Investment
$167.13M
$23.55M
Profit -$10,465.32
Realized
$1.66M
Unrealized
$21.89M
Dividends
$6.41M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.002%
Profit
-$10,465.32
Win %
63%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$195,415.26
Win %
63%
This Month
Compared to last month
Gain
1.06%
Profit
$1.97M
Win %
63%
This Year
Compared to last year
Gain
3.67%
Profit
$6.67M
Win %
62%
BTC Grayscale Bitcoin Mini Trust ETF
+8.11%
+$33,305.94 
BTI British American Tobacco p.l.c. ADR
+2.52%
+$10,284.24 
GE General Electric Company
+2.31%
+$9,007.2 
LMT Lockheed Martin Corporation
+2.24%
+$20,984.18 
OKE ONEOK, Inc.
+2.11%
+$11,209.79 
PNC The PNC Financial Services Group, Inc.
+2.09%
+$4,081.5 
PM Philip Morris International Inc.
+2.09%
+$4,962.31 
SHEL Shell plc
+1.87%
+$9,282.9 
TSLA Tesla, Inc.
+1.68%
+$6,790.35 
NWG NatWest Group plc Sponsored ADR
+1.66%
+$6,061.87 
MDLZ Mondelez International, Inc.
+1.54%
+$5,102.21 
BHB Bar Harbor Bankshares
+1.43%
+$3,148.47 
MO Altria Group, Inc.
+1.35%
+$2,850.68 
JNJ Johnson & Johnson
+1.33%
+$4,971.98 
APD Air Products and Chemicals, Inc.
+1.29%
+$6,518.64 
ATO Atmos Energy Corporation
+1.28%
+$5,031.6 
MKC McCormick & Company, Incorporated
+1.19%
+$3,545.77 
CBUS Cibus Inc.
+1.16%
+$5,065.65 
MRK Merck & Co., Inc.
+1.16%
+$5,609.52 
HD The Home Depot, Inc.
+1.14%
+$4,987.51 
WEC WEC Energy Group Inc.
+1.07%
+$4,886.04 
ED Consolidated Edison, Inc.
+1.06%
+$5,689.8 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.05%
+$3,981.38 
O Realty Income Corporation
+1.03%
+$3,625.37 
AWK American Water Works Company, Inc.
+1.01%
+$3,748.53 
HTO SJW Group
+0.99%
+$1,905.51 
AAPL Apple Inc.
+0.94%
+$39,023.18 
PECO Phillips Edison & Company, Inc.
+0.94%
+$7,703.5 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$5,527.2 
GEV GE Vernova Inc.
+0.85%
+$2,576.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$98,370.37 
TRI Thomson Reuters Corp.
+0.78%
+$4,259.64 
XOM Exxon Mobil Corporation
+0.73%
+$9,803.55 
TXN Texas Instruments Inc
+0.72%
+$4,734.88 
ABBV AbbVie Inc.
+0.72%
+$4,809.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$21,362 
ESCA Escalade, Incorporated
+0.71%
+$1,716 
GCMG GCM Grosvenor Inc.
+0.7%
+$1,451.34 
EPR EPR Properties
+0.7%
+$1,377.91 
PSTL Postal Realty Trust, Inc.
+0.69%
+$1,552.05 
VZ Verizon Communications Inc.
+0.69%
+$5,294.49 
SCHF Schwab International Equity ETF
+0.69%
+$3,338.14 
FLJP Franklin FTSE Japan ETF
+0.64%
+$19,407.18 
SNA Snap-on Inc.
+0.61%
+$3,088.02 
AVUV Avantis U.S. Small Cap Value ETF
+0.57%
+$4,860.76 
FPAG FPA Global Equity ETF
+0.57%
+$5,569.95 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.54%
+$6,028.36 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.53%
+$1,304.65 
SCHV Schwab U.S. Large-Cap Value ETF
+0.48%
+$2,080.16 
CGIC Capital Group International Core Equity ETF
+0.48%
+$5,069.06 
VIG Vanguard Dividend Appreciation ETF
+0.44%
+$2,063.81 
ADP Automatic Data Processing Inc.
+0.42%
+$2,083.74 
FEGE First Eagle Global Equity ETF
+0.42%
+$2,210.56 
ECL Ecolab Inc.
+0.42%
+$2,385.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$6,862.81 
SAP SAP SE Sponsored ADR
+0.35%
+$1,711.63 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$3,848.6 
ARES Ares Management Corporation
+0.34%
+$1,993.15 
IAU iShares Gold Trust
+0.33%
+$810.68 
GLDM SPDR Gold MiniShares Trust
+0.3%
+$6,350.25 
CME CME Group Inc.
+0.25%
+$1,163.03 
CGCP Capital Group Core Plus Income ETF
+0.16%
+$1,298.46 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.16%
+$1,507.7 
GOVT iShares U.S. Treasury Bond ETF
+0.16%
+$1,521.28 
MCD McDonald's Corporation
+0.15%
+$588.38 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$1,847.55 
ARCC Ares Capital Corporation
+0.13%
+$2,520.4 
IEF iShares 7-10 Year Treasury Bond ETF
+0.13%
+$3,511.99 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$2,867.57 
APRP PGIM U.S. Large-Cap Buffered 12 ETF April
+0.12%
+$393.35 
RSG Republic Services, Inc.
+0.11%
+$444.02 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.09%
+$1,576.62 
CGBL Capital Group Core Balanced ETF
+0.08%
+$985.05 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.08%
+$2,078.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.07%
+$153.04 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$2,599.95 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$93.1 
BENJ Horizon Landmark ETF
+0.04%
+$616.62 
HYD VanEck High Yield Muni ETF
+0.03%
+$908.01 
AZN AstraZeneca PLC American Depositary Shares
+0.02%
+$70.79 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,145.58 
CGDV Capital Group Dividend Value ETF
+0.01%
+$437.07 
VT Vanguard Total World Stock ETF
+0.01%
+$123.35 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HSMV First Trust Horizon Managed Volatility Small/Mid ETF
0%
$0 
HBTA Horizon Expedition Plus ETF
0%
$0 FSSL
FSSL
0%
$0 DECP
DECP
0%
$0 
MSTR Strategy Inc.
-3.69%
-$58,611.05 
MU Micron Technology, Inc.
-3.68%
-$11,025.28 
CRWD CrowdStrike Holdings, Inc.
-3.5%
-$9,849.61 
AMD Advanced Micro Devices, Inc.
-2.98%
-$9,402.25 
CHAT Roundhill Generative AI & Technology ETF
-2.72%
-$4,815.39 
INTC Intel Corporation
-2.56%
-$10,535.92 
PLTR Palantir Technologies Inc.
-2.16%
-$26,850.33 
QCOM QUALCOMM Incorporated
-1.84%
-$9,843.25 
AVGO Broadcom Inc.
-1.78%
-$3,880.07 
IGM iShares Expanded Tech Sector ETF
-1.53%
-$3,279.97 
ARKK ARK Innovation ETF Fund
-1.52%
-$3,244.8 
HCKT The Hackett Group, Inc.
-1.46%
-$2,294.32 
GOOG Alphabet Inc
-1.18%
-$3,129.83 
VGT Vanguard Information Technology ETF
-1.16%
-$66,528.42 
FSCO FS Credit Opportunities Corp.
-1.07%
-$19,244.5 
QYLG Global X Nasdaq 100 Covered Call Growth ETF
-0.94%
-$3,495.53 
CEFS Saba Capital Income & Opportunities ETF
-0.89%
-$3,298.53 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$15,286.26 
IEMG iShares Core MSCI Emerging Markets ETF
-0.86%
-$2,399.26 
QQQI Neos NASDAQ-100 High Income ETF
-0.77%
-$2,777.88 
WSO Watsco Inc.
-0.76%
-$2,619.34 
CGGR Capital Group Growth ETF
-0.76%
-$5,574.96 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.75%
-$4,758.28 
FSK FS KKR Capital Corp.
-0.7%
-$6,838.95 
SCHE Schwab Emerging Markets Equity ETF
-0.69%
-$1,540.25 
VWO Vanguard FTSE Emerging Markets ETF
-0.65%
-$18,796.32 
TCHP T. Rowe Price Blue Chip Growth ETF
-0.64%
-$1,679.28 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
-0.57%
-$2,436.35 
MSFT Microsoft Corp.
-0.56%
-$27,010.8 
RGP Resources Connection Inc.
-0.55%
-$351.63 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.53%
-$76,044.27 
AMZN Amazon.com Inc
-0.52%
-$3,107.86 
CGGO Capital Group Global Growth Equity ETF
-0.42%
-$3,636 
NVDA NVIDIA Corporation
-0.37%
-$2,030.43 
GILD Gilead Sciences Inc.
-0.34%
-$2,123.71 
SGC Superior Group of Companies, Inc.
-0.3%
-$503.08 
CEG Constellation Energy Corporation
-0.26%
-$582.91 
IBM International Business Machines Corporation
-0.23%
-$1,352.03 
ARKB Ark 21Shares Bitcoin ETF
-0.22%
-$3,022.08 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.21%
-$23,039.82 
BITB Bitwise Bitcoin ETF
-0.2%
-$747.09 
ARKX ARK Space & Defense Innovation ETF
-0.18%
-$359.04 
QLTY GMO U.S. Quality ETF
-0.17%
-$3,402.6 
CGUS Capital Group Core Equity ETF
-0.17%
-$1,764.27 
YYY Amplify High Income ETF
-0.14%
-$183.5 
GBTC Grayscale Bitcoin Trust ETF
-0.14%
-$2,427.57 
SCHX Schwab U.S. Large-Cap ETF
-0.13%
-$485.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$4,665.98 
PDI Pimco Dynamic Income Fund
-0.1%
-$236.35 
RYLD Global X Russell 2000 Covered Call ETF
-0.1%
-$345.44 
HGER Harbor Commodity All-Weather Fund
-0.08%
-$3,015.33 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$318.53 
VOO Vanguard S&P 500 ETF
-0.07%
-$148.89 
SPYI NEOS S&P 500 High Income ETF
-0.07%
-$715.75 
IVV iShares Core S&P 500 ETF
-0.06%
-$2,738.34 
SCHA Schwab U.S. Small-Cap ETF
-0.05%
-$2,715.96 
MDT Medtronic plc
-0.04%
-$165.64 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$126.97 Events
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Dividends
Dividend Analysis
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| Trades 850 | Longs Won 511/850 60% | Profit Factor 4.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $154,553.09 |
| Average Win $61,737.77 | Best Trade (Oct 14) $1.67M | Sharpe Ratio -66.77 |
| Average Loss -$22,549.27 | Worst Trade (Oct 14) -$1.02M | Z-Score 2.78 (99.46%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $27,705.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,119 | $3.04M | $4.18M | - | $1.15M | 37.84% | +0.942% |
| ABBV AbbVie Inc. | 2,346 | $424,458.78 | $669,665.7 | - | $245,206.92 | 57.77% | +0.723% |
| ADP Automatic Data Processing Inc. | 1,715 | $481,498.4 | $491,973.47 | - | $10,475.07 | 2.18% | +0.425% |
| AMD Advanced Micro Devices, Inc. | 562 | $326,471 | $306,571 | - | -$19,900 | -6.1% | -2.976% |
| AMZN Amazon.com Inc | 2,328 | $502,484.72 | $589,973.4 | - | $87,488.68 | 17.41% | -0.524% |
| APD Air Products and Chemicals, Inc. | 1,702 | $484,050.81 | $511,331.86 | - | $27,281.05 | 5.64% | +1.291% |
| APRP PGIM U.S. Large-Cap Buffered 12 ETF April | 9,908 | $300,016 | $332,687.85 | - | $32,671.85 | 10.89% | +0.118% |
| ARCC Ares Capital Corporation | 100,816 | $2.04M | $1.91M | - | -$130,237.68 | -6.38% | +0.132% |
| ARES Ares Management Corporation | 5,177 | $766,173.3 | $592,326.45 | - | -$173,846.85 | -22.69% | +0.338% |
| ARKB Ark 21Shares Bitcoin ETF | 50,368 | $1.16M | $1.37M | - | $208,251.47 | 17.92% | -0.22% |
| ARKK ARK Innovation ETF Fund | 2,496 | $178,565.94 | $210,637.44 | - | $32,071.5 | 17.96% | -1.517% |
| ARKX ARK Space & Defense Innovation ETF | 6,528 | $222,735 | $198,940.8 | - | -$23,794.2 | -10.68% | -0.18% |
| ATO Atmos Energy Corporation | 2,396 | $412,759 | $397,855.8 | - | -$14,903.2 | -3.61% | +1.281% |
| AVGO Broadcom Inc. | 634 | $209,263.13 | $214,425.14 | - | $5,162.01 | 2.47% | -1.777% |
| AVUV Avantis U.S. Small Cap Value ETF | 7,096 | $785,967.2 | $859,503 | - | $73,535.8 | 9.36% | +0.569% |
| AWK American Water Works Company, Inc. | 2,787 | $353,948.09 | $374,530.99 | - | $20,582.9 | 5.82% | +1.011% |
| AZN AstraZeneca PLC American Depositary Shares | 2,359 | $447,314 | $393,268.89 | - | -$54,045.11 | -12.08% | +0.018% |
| BENJ Horizon Landmark ETF | 30,986 | $1.57M | $1.65M | - | $83,606.05 | 5.32% | +0.037% |
| BHB Bar Harbor Bankshares | 5,777 | $218,140 | $223,194.39 | - | $5,054.39 | 2.32% | +1.431% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 114,558 | $10.5M | $10.49M | - | -$10,309.95 | -0.1% | +0.011% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Avi Kantor?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Gold MiniShares Trust - $1.39M, Vanguard Total International Stock Index Fund Investor Shares - $661,558.74, Schwab U.S. Dividend Equity ETF - $530,495.87, SPDR Portfolio Emerging Markets ETF - $488,363.44, and SPDR Bloomberg 1-3 Month T-Bill ETF - $442,673.7. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Grayscale Bitcoin Trust ETF - $471,239.58, FS KKR Capital Corp - $201,371.98, Accenture plc Class A - $123,137.76, Coinbase Global, Inc - $90,225.96, and FSSL - $78,609.46. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Avi Kantor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.41M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $686,670.26, Schwab U.S. Dividend Equity ETF - $530,495.87, SPDR Bloomberg 1-3 Month T-Bill ETF - $418,012.28, FS Credit Opportunities Corp - $401,618.57, and Ares Capital Corporation - $233,308.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Avi Kantor's monthly returns?
Avi Kantor's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Avi Kantor's strategy be considered aggressive or moderate?
Avi Kantor's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Avi Kantor's strategy?
Avi Kantor's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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