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:
21.32%
Gain +1.5%
Monthly
0.97%
Yearly
12.3%
Drawdown
13.34%
$189.76M
Equity
Holdings
$189.76M
Investment
$167.13M
$24.78M
Profit +$2.09M
Realized
$2.16M
Unrealized
$22.63M
Dividends
$5.76M
Goals
Avg. 93.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.5%
Profit
$2.09M
Win %
67%
This Week
Compared To Last Week
Gain
1.12%
Profit
$2.09M
Win %
67%
This Month
Compared to last month
Gain
3.51%
Profit
$6.43M
Win %
67%
This Year
Compared to last year
Gain
4.34%
Profit
$7.9M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$83,994.22 
GOOG Alphabet Inc
+6.88%
+$17,663.93 
ARES Ares Management Corporation
+3.2%
+$20,552.67 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$6,497.28 
MSFT Microsoft Corp.
+3.02%
+$120,618.63 
NVDA NVIDIA Corporation
+2.93%
+$14,583.36 
RGP Resources Connection Inc.
+2.34%
+$2,344.2 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$3,784.28 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$8,570.23 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$7,503.37 
OKE ONEOK, Inc.
+1.95%
+$10,212.06 
HBTA Horizon Expedition Plus ETF
+1.69%
+$11,619.92 
SHEL Shell plc
+1.62%
+$7,033.95 
VZ Verizon Communications Inc.
+1.52%
+$12,151.3 
SAP SAP SE Sponsored ADR
+1.51%
+$5,899.22 
LMT Lockheed Martin Corporation
+1.5%
+$15,154.28 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$3,720.24 
GE General Electric Company
+1.42%
+$6,292.53 
CGUS Capital Group Core Equity ETF
+1.29%
+$13,408.11 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$152,088.54 
ADP Automatic Data Processing Inc.
+0.98%
+$4,441.83 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$27,699.84 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$92,159.28 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$1,909.9 
IBM International Business Machines Corporation
+0.86%
+$4,872.36 
GEV GE Vernova Inc.
+0.85%
+$2,717.37 
QYLG Global X Nasdaq 100 Covered Call Growth ETF
+0.84%
+$2,919.07 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$1,632 
MCD McDonald's Corporation
+0.82%
+$3,546.42 
TSLA Tesla, Inc.
+0.76%
+$2,631.38 
BHB Bar Harbor Bankshares
+0.74%
+$1,675.33 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$2,005.35 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,209.36 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,492.03 
QLTY GMO U.S. Quality ETF
+0.7%
+$13,156.72 
IVV iShares Core S&P 500 ETF
+0.69%
+$28,042.24 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$2,381.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$25,026.62 
PLTR Palantir Technologies Inc.
+0.65%
+$4,960.79 
CGGR Capital Group Growth ETF
+0.65%
+$4,490.94 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,824.72 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,306.22 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$6,953 
CGDV Capital Group Dividend Value ETF
+0.63%
+$27,098.34 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$5,427.72 
MO Altria Group, Inc.
+0.57%
+$1,117.35 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$3,489.42 
FPAG FPA Global Equity ETF
+0.48%
+$4,682.6 
HCKT The Hackett Group, Inc.
+0.47%
+$674.8 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,052.11 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$805.37 
GCMG GCM Grosvenor Inc.
+0.4%
+$806.3 
APRP PGIM U.S. Large-Cap Buffered 12 ETF April
+0.4%
+$1,288.04 
AVGO Broadcom Inc.
+0.37%
+$912.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,098.08 
SNA Snap-on Inc.
+0.33%
+$1,891.78 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$3,656.17 
MRK Merck & Co., Inc.
+0.32%
+$1,369.02 
VT Vanguard Total World Stock ETF
+0.26%
+$5,057.35 
CME CME Group Inc.
+0.21%
+$902.33 
JNJ Johnson & Johnson
+0.21%
+$779.63 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$21,859.92 
CEFS Saba Capital Income & Opportunities ETF
+0.12%
+$460.26 
PECO Phillips Edison & Company, Inc.
+0.12%
+$1,085 
HSMV First Trust Horizon Managed Volatility Small/Mid ETF
+0.11%
+$324.38 
BENJ Horizon Landmark ETF
+0.1%
+$1,580.29 
FSK FS KKR Capital Corp.
+0.1%
+$911.86 
YYY Amplify High Income ETF
+0.09%
+$122.33 
FEGE First Eagle Global Equity ETF
+0.08%
+$401.92 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$454.5 
PSTL Postal Realty Trust, Inc.
+0.04%
+$103.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$3,436.74 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$283.84 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$519.65 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$253.95 
CBUS Cibus Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 FSSL
FSSL
0%
$0 DECP
DECP
0%
$0 
AAPL Apple Inc.
-7.35%
-$297,157.88 
MU Micron Technology, Inc.
-5.9%
-$16,624.84 
ESCA Escalade, Incorporated
-4.88%
-$13,260 
MSTR Strategy Inc.
-4.56%
-$46,763.1 
SGC Superior Group of Companies, Inc.
-3.27%
-$5,030.8 
EPR EPR Properties
-3.03%
-$6,943.27 
ARKB Ark 21Shares Bitcoin ETF
-2.93%
-$31,731.84 
BITB Bitwise Bitcoin ETF
-2.87%
-$8,384.01 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$8,697.74 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$38,571.39 
QCOM QUALCOMM Incorporated
-2.63%
-$11,974.02 
ABBV AbbVie Inc.
-2.51%
-$15,178.62 
ARKK ARK Innovation ETF Fund
-2.28%
-$4,143.36 
AWK American Water Works Company, Inc.
-1.93%
-$7,357.68 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,192.89 
APD Air Products and Chemicals, Inc.
-1.77%
-$9,037.62 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$7,325.76 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$30,227.19 
IAU iShares Gold Trust
-1.46%
-$3,523.34 
MDLZ Mondelez International, Inc.
-1.22%
-$4,050.21 
TXN Texas Instruments Inc
-1.08%
-$7,078.93 
HTO SJW Group
-1.03%
-$2,139.52 
INTC Intel Corporation
-1.02%
-$4,015.74 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$4,010.3 
FLJP Franklin FTSE Japan ETF
-0.98%
-$29,110.77 
XOM Exxon Mobil Corporation
-0.97%
-$11,764.17 
O Realty Income Corporation
-0.87%
-$3,530.8 
ATO Atmos Energy Corporation
-0.85%
-$3,546.06 
GILD Gilead Sciences Inc.
-0.81%
-$4,287.45 
ED Consolidated Edison, Inc.
-0.74%
-$3,973.05 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
-0.73%
-$3,410.89 
TRI Thomson Reuters Corp.
-0.71%
-$3,549.7 
PDI Pimco Dynamic Income Fund
-0.68%
-$1,733.27 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$5,564.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$20,080.11 
PM Philip Morris International Inc.
-0.61%
-$1,404.19 
ECL Ecolab Inc.
-0.61%
-$3,356.73 
SCHF Schwab International Equity ETF
-0.58%
-$2,887.04 
WEC WEC Energy Group Inc.
-0.57%
-$2,700.19 
CGIC Capital Group International Core Equity ETF
-0.53%
-$5,665.42 
WSO Watsco Inc.
-0.46%
-$1,657.39 
HD The Home Depot, Inc.
-0.42%
-$1,980.78 
FSCO FS Credit Opportunities Corp.
-0.4%
-$6,998 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$23,538.32 
VGT Vanguard Information Technology ETF
-0.38%
-$20,145.93 
MDT Medtronic plc
-0.37%
-$1,325.12 
ARCC Ares Capital Corporation
-0.37%
-$7,057.12 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,732.83 
RSG Republic Services, Inc.
-0.37%
-$1,385.28 
CEG Constellation Energy Corporation
-0.31%
-$665.01 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$7,940.14 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,607.9 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,134.63 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$573.9 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$564.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,050.18 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$690.89 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$3,153.24 
MKC McCormick & Company, Incorporated
-0.12%
-$390.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,199.9 
HYD VanEck High Yield Muni ETF
-0.1%
-$3,026.7 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,811.1 
CGBL Capital Group Core Balanced ETF
-0.05%
-$656.7 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$615.85 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$93.1 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$231.86 Events
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Dividends
Dividend Analysis
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| Trades 850 | Longs Won 536/850 63% | Profit Factor 4.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,366.5 |
| Average Win $58,668.8 | Best Trade (Aug 14) $1.68M | Sharpe Ratio -10.04 |
| Average Loss -$21,668.87 | Worst Trade (Aug 02) -$1.02M | Z-Score 6.52 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $29,154.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,119 | $3.04M | $3.74M | - | $708,404.02 | 23.34% | -7.354% |
| ABBV AbbVie Inc. | 2,346 | $424,458.78 | $588,705.24 | - | $164,246.46 | 38.7% | -2.513% |
| ADP Automatic Data Processing Inc. | 1,715 | $481,498.4 | $456,978.88 | - | -$24,519.52 | -5.09% | +0.982% |
| AMD Advanced Micro Devices, Inc. | 562 | $326,471 | $267,596.29 | - | -$58,874.71 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 2,328 | $502,484.72 | $632,238.22 | - | $129,753.5 | 25.82% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,702 | $484,050.81 | $501,902.8 | - | $17,851.99 | 3.69% | -1.769% |
| APRP PGIM U.S. Large-Cap Buffered 12 ETF April | 9,908 | $300,016 | $324,992.31 | - | $24,976.31 | 8.32% | +0.398% |
| ARCC Ares Capital Corporation | 100,816 | $2.04M | $1.89M | - | -$148,888.64 | -7.3% | -0.372% |
| ARES Ares Management Corporation | 5,177 | $766,173.3 | $663,121.91 | - | -$103,051.39 | -13.45% | +3.199% |
| ARKB Ark 21Shares Bitcoin ETF | 50,368 | $1.16M | $1.05M | - | -$112,089.01 | -9.64% | -2.933% |
| ARKK ARK Innovation ETF Fund | 2,496 | $178,565.94 | $177,815.04 | - | -$750.9 | -0.42% | -2.277% |
| ARKX ARK Space & Defense Innovation ETF | 6,528 | $222,735 | $199,756.8 | - | -$22,978.2 | -10.32% | +0.824% |
| ATO Atmos Energy Corporation | 2,396 | $412,759 | $413,980.88 | - | $1,221.88 | 0.3% | -0.849% |
| AVGO Broadcom Inc. | 634 | $209,263.13 | $246,803.52 | - | $37,540.39 | 17.94% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 7,096 | $785,967.2 | $888,986.88 | - | $103,019.68 | 13.11% | +0.032% |
| AWK American Water Works Company, Inc. | 2,787 | $353,948.09 | $373,931.79 | - | $19,983.7 | 5.65% | -1.93% |
| AZN AstraZeneca PLC American Depositary Shares | 2,359 | $447,314 | $400,180.76 | - | -$47,133.24 | -10.54% | -0.992% |
| BENJ Horizon Landmark ETF | 30,986 | $1.57M | $1.64M | - | $71,369.68 | 4.54% | +0.096% |
| BHB Bar Harbor Bankshares | 5,777 | $218,140 | $229,404.67 | - | $11,264.67 | 5.16% | +0.736% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 114,558 | $10.5M | $10.5M | - | $4,582.59 | 0.04% | +0.033% |
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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 - $658,044.08, SPDR Portfolio Emerging Markets ETF - $488,363.44, Schwab U.S. Dividend Equity ETF - $433,401.39, and SPDR Bloomberg 1-3 Month T-Bill ETF - $410,629.53. 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 - $241,493.82, 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 $5.76M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $646,548.42, Schwab U.S. Dividend Equity ETF - $433,401.39, SPDR Bloomberg 1-3 Month T-Bill ETF - $385,968.11, FS Credit Opportunities Corp - $380,834.51, and Ares Capital Corporation - $184,916.64. 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.
