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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VIG VANGUARD SPECIALIZED FUNDS 1,947.0 $461K 0.25% $236.60 +2.7%
82 SPY STATE STR SPDR S&P 500 ETF T Financial Services 601.0 $449K 0.25% $746.94 +3.0%
83 AZN ASTRAZENECA PLC Healthcare 2,359.0 $447K 0.24% NEW $189.62 -14.2%
84 SCHV SCHWAB STRATEGIC TR 12,607.0 $439K 0.24% $34.81 -0.6%
85 MCD MCDONALDS CORP Consumer Cyclical 1,612.0 $436K 0.24% +82.0 +5.4% $270.39 -2.0%
86 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,044.0 $435K 0.24% +112.0 +1.6% $61.76 -9.1%
87 MRK MERCK & CO INC Healthcare 3,339.0 $429K 0.23% $128.50 +15.4%
88 THOMSON REUTERS CORP 5,071.0 $414K 0.23% NEW $81.67
89 ATO ATMOS ENERGY CORP Utilities 2,396.0 $413K 0.23% NEW $172.27 -3.3%
90 YMM FULL TRUCK ALLIANCE CO LTD Technology 48,727.0 $396K 0.22% NEW $8.12 +8.5%
91 CEFS EXCHANGE LISTED FDS TR 15,342.0 $393K 0.22% -2K -12.0% $25.64 -1.0%
92 O REALTY INCOME CORP Real Estate 6,305.0 $391K 0.21% +262.0 +4.3% $61.96 +0.0%
93 GEV GE VERNOVA INC Utilities 327.0 $384K 0.21% $1175.13 -22.4%
94 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,715.0 $384K 0.21% +166.0 +10.7% $223.92 +28.4%
95 RSG REPUBLIC SVCS INC Industrials 1,776.0 $378K 0.21% +100.0 +6.0% $213.04 +4.3%
96 QQQI NEOS ETF TRUST 6,614.0 $376K 0.21% NEW $56.79 -4.0%
97 JNJ JOHNSON & JOHNSON Healthcare 1,471.0 $374K 0.20% $253.99 +5.5%
98 QYLG GLOBAL X FDS 12,265.0 $372K 0.20% -2K -10.9% $30.31 -2.2%
99 MU MICRON TECHNOLOGY INC Technology 322.0 $371K 0.20% NEW $1153.61 -19.1%
100 SHEL SHELL PLC Energy 4,785.0 $371K 0.20% +2K +47.2% $77.54 +17.2%
Page 5 of 8  ·  146 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%