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Portfolio (Quarterly) Guide ↗

Caerus Investment Advisors, LLC

· CIK 0001862682
13F Portfolio $309M AUM 311 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 100 New 138 Added 56 Reduced 59 Exited
Page 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CFG CITIZENS FINL GROUP INC Financial Services 9,516.0 $556K 0.18% +3K +50.9% $58.41 +7.7%
82 CIEN CIENA CORP Technology 2,357.0 $551K 0.18% +215.0 +10.0% $233.87 +149.6%
83 BDX BECTON DICKINSON & CO Healthcare 2,800.0 $543K 0.18% +841.0 +42.9% $194.07 -23.9%
84 FRT FEDERAL RLTY INVT TR NEW Real Estate 5,348.0 $539K 0.17% +3K +117.5% $100.80 +18.8%
85 EQIX EQUINIX INC Real Estate 701.0 $537K 0.17% +278.0 +65.7% $766.16 +40.9%
86 AMD ADVANCED MICRO DEVICES INC Technology 2,430.0 $520K 0.17% +193.0 +8.6% $214.16 +118.3%
87 XOM EXXON MOBIL CORP Energy 4,304.0 $518K 0.17% +318.0 +8.0% $120.33 +28.7%
88 CSCO CISCO SYS INC Technology 6,652.0 $512K 0.17% +637.0 +10.6% $77.03 +56.3%
89 PINS PINTEREST INC Communication Services 19,591.0 $507K 0.16% +6K +39.1% $25.89 -25.5%
90 V VISA INC Financial Services 1,441.0 $505K 0.16% +35.0 +2.5% $350.71 -6.2%
91 HUBS HUBSPOT INC Technology 1,248.0 $501K 0.16% +633.0 +102.9% $401.30 -49.7%
92 AFL AFLAC INC Financial Services 4,430.0 $488K 0.16% +184.0 +4.3% $110.27 +6.9%
93 JHG JANUS HENDERSON GROUP PLC Financial Services 10,262.0 $488K 0.16% +2K +26.2% $47.57 +8.9%
94 IQVIA HLDGS INC 2,156.0 $486K 0.16% +952.0 +79.1% $225.41
95 OTIS OTIS WORLDWIDE CORP Industrials 5,468.0 $478K 0.15% +3K +117.8% $87.35 -16.7%
96 MTG MGIC INVT CORP WIS Financial Services 16,230.0 $474K 0.15% +7K +78.7% $29.22 -11.0%
97 BIIB BIOGEN INC Healthcare 2,667.0 $469K 0.15% +187.0 +7.5% $175.99 +10.1%
98 CVS CVS HEALTH CORP Healthcare 5,565.0 $442K 0.14% +69.0 +1.3% $79.36 +17.5%
99 DHI D R HORTON INC Consumer Cyclical 3,052.0 $440K 0.14% +998.0 +48.6% $144.03 -0.2%
100 AIR LEASE CORP 6,831.0 $439K 0.14% +3K +87.1% $64.23
Page 5 of 7  ·  138 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 26.6%
Financial Services 17.8%
Healthcare 10.9%
Communication Services 10.8%
Industrials 10.7%
Consumer Cyclical 10.7%
Consumer Defensive 3.7%
Real Estate 2.7%
Utilities 2.5%
Basic Materials 1.9%