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Portfolio (Quarterly) Guide ↗

CERTIOR FINANCIAL GROUP, LLC

· CIK 0002055620
13F Portfolio $183M AUM 146 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 67 Added 22 Reduced 11 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 3,001.0 $555K 0.30% +50.0 +1.7% $184.80 -11.2%
42 OKE ONEOK INC NEW Energy 5,869.0 $510K 0.28% +152.0 +2.7% $86.94 +9.0%
43 GILD GILEAD SCIENCES INC Healthcare 4,007.0 $506K 0.28% +72.0 +1.8% $126.33 +15.3%
44 HD HOME DEPOT INC Consumer Cyclical 1,425.0 $502K 0.28% +51.0 +3.7% $352.56 -6.3%
45 WEC WEC ENERGY GROUP INC Utilities 4,286.0 $500K 0.27% +109.0 +2.6% $116.77 -9.0%
46 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,702.0 $499K 0.27% +66.0 +4.0% $293.13 +5.1%
47 WSO WATSCO INC Industrials 1,159.0 $483K 0.27% +44.0 +4.0% $416.66 -25.4%
48 CBUS CIBUS INC Healthcare 337,710.0 $463K 0.25% +20K +6.1% $1.37 +20.4%
49 MCD MCDONALDS CORP Consumer Cyclical 1,612.0 $436K 0.24% +82.0 +5.4% $270.39 -2.0%
50 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,044.0 $435K 0.24% +112.0 +1.6% $61.76 -9.1%
51 O REALTY INCOME CORP Real Estate 6,305.0 $391K 0.21% +262.0 +4.3% $61.96 +0.0%
52 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,715.0 $384K 0.21% +166.0 +10.7% $223.92 +28.4%
53 RSG REPUBLIC SVCS INC Industrials 1,776.0 $378K 0.21% +100.0 +6.0% $213.04 +4.3%
54 SHEL SHELL PLC Energy 4,785.0 $371K 0.20% +2K +47.2% $77.54 +17.2%
55 NATWEST GROUP PLC 20,903.0 $369K 0.20% +1K +6.8% $17.63
56 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,787.0 $367K 0.20% +153.0 +5.8% $131.58 +5.1%
57 CME CME GROUP INC Financial Services 1,583.0 $350K 0.19% +46.0 +3.0% $220.83 +29.4%
58 SAP SAP SE Technology 2,153.0 $332K 0.18% +625.0 +40.9% $154.11 +43.8%
59 MKC MCCORMICK & CO INC Consumer Defensive 6,506.0 $328K 0.18% +1K +18.6% $50.42 +9.7%
60 MDT MEDTRONIC PLC Healthcare 4,141.0 $324K 0.18% +257.0 +6.6% $78.23 +16.6%
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
Technology 31.3%
Financial Services 29.3%
Industrials 7.0%
Healthcare 6.7%
Utilities 5.6%
Consumer Cyclical 5.1%
Energy 4.2%
Real Estate 3.8%
Consumer Defensive 3.2%
Basic Materials 2.2%