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Portfolio (Quarterly) Guide ↗

CERTIOR FINANCIAL GROUP, LLC

· CIK 0002055620
13F Portfolio $157M AUM 130 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 13 New 67 Added 36 Reduced 15 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 1,530.0 $476K 0.30% +71.0 +4.9% $310.84 -9.2%
42 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,636.0 $475K 0.30% +74.0 +4.7% $290.43 -0.3%
43 TXN TEXAS INSTRS INC Technology 2,343.0 $455K 0.29% +74.0 +3.3% $194.14 +59.3%
44 HD HOME DEPOT INC Consumer Cyclical 1,374.0 $452K 0.29% +54.0 +4.1% $328.98 -4.8%
45 VIG VANGUARD SPECIALIZED FUNDS 1,946.0 $419K 0.27% +26.0 +1.4% $215.06 +8.4%
46 WSO WATSCO INC Industrials 1,115.0 $406K 0.26% +54.0 +5.1% $363.70 +3.2%
47 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,932.0 $405K 0.26% +191.0 +2.8% $58.47 +11.8%
48 ARKB ARK 21SHARES BITCOIN ETF Financial Services 17,525.0 $394K 0.25% +3K +16.8% $22.49 +11.8%
49 XHLF BONDBLOXX ETF TRUST 7,775.0 $391K 0.25% +152.0 +2.0% $50.33 -0.1%
50 QCOM QUALCOMM INC Technology 2,951.0 $380K 0.24% +117.0 +4.1% $128.78 +84.9%
51 O REALTY INCOME CORP Real Estate 6,043.0 $370K 0.23% +209.0 +3.6% $61.18 +1.4%
52 RSG REPUBLIC SVCS INC Industrials 1,676.0 $367K 0.23% +94.0 +5.9% $218.97 -4.6%
53 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,634.0 $358K 0.23% +164.0 +6.6% $136.09 -8.0%
54 MDT MEDTRONIC PLC Healthcare 3,884.0 $337K 0.21% +168.0 +4.5% $86.65 -9.3%
55 ARES ARES MANAGEMENT CORPORATION Financial Services 3,076.0 $336K 0.21% +127.0 +4.3% $109.09 +14.0%
56 MAA MID-AMER APT CMNTYS INC Real Estate 2,744.0 $335K 0.21% +148.0 +5.7% $122.12 +7.4%
57 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,549.0 $315K 0.20% +77.0 +5.2% $203.14 +10.9%
58 SHEL SHELL PLC Energy 3,251.0 $302K 0.19% +206.0 +6.8% $92.99 -7.8%
59 SONY SONY GROUP CORP Technology 14,294.0 $296K 0.19% +894.0 +6.7% $20.70 +7.0%
60 MKC MCCORMICK & CO INC Consumer Defensive 5,485.0 $277K 0.18% +332.0 +6.4% $50.44 -5.2%
Page 3 of 4  ·  67 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
Financial Services 26.7%
Technology 25.5%
Healthcare 9.0%
Industrials 8.3%
Consumer Cyclical 5.9%
Energy 5.8%
Real Estate 5.4%
Utilities 5.2%
Communication Services 3.7%
Basic Materials 2.7%