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Portfolio (Quarterly) Guide ↗

Caerus Investment Advisors, LLC

· CIK 0001862682
13F Portfolio $245M AUM Filed Nov 20, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 270 New
Page 2 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PNC PNC FINL SVCS GROUP INC Financial Services 7,007.0 $1.4M 0.58% NEW $200.93 +9.1%
22 INTC INTEL CORP Technology 41,272.0 $1.4M 0.57% NEW $33.55 +257.2%
23 PEP PEPSICO INC Consumer Defensive 9,834.0 $1.4M 0.56% NEW $140.44 +7.2%
24 META META PLATFORMS INC Communication Services 1,860.0 $1.4M 0.56% NEW $734.38 -16.9%
25 CB CHUBB LIMITED Financial Services 4,739.0 $1.3M 0.55% NEW $282.25 +16.2%
26 MRK MERCK & CO INC Healthcare 15,622.0 $1.3M 0.54% NEW $83.93 +45.8%
27 TSLA TESLA INC Consumer Cyclical 2,880.0 $1.3M 0.52% NEW $444.72 -4.2%
28 RBLX ROBLOX CORP Technology 9,188.0 $1.3M 0.52% NEW $138.52 -65.2%
29 ADBE ADOBE INC Technology 3,592.0 $1.3M 0.52% NEW $352.75 -30.6%
30 PCG PG&E CORP Utilities 80,902.0 $1.2M 0.50% NEW $15.08 +9.4%
31 KMI KINDER MORGAN INC DEL Energy 41,222.0 $1.2M 0.48% NEW $28.31 +19.4%
32 GE GE AEROSPACE Industrials 3,806.0 $1.1M 0.47% NEW $300.82 +0.7%
33 VRSN VERISIGN INC Technology 3,998.0 $1.1M 0.46% NEW $279.57 +10.9%
34 GD GENERAL DYNAMICS CORP Industrials 3,185.0 $1.1M 0.44% NEW $341.00 +0.6%
35 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,071.0 $1.1M 0.44% NEW $213.75 +0.4%
36 ABNB AIRBNB INC Consumer Cyclical 8,897.0 $1.1M 0.44% NEW $121.42 +9.0%
37 LRCX LAM RESEARCH CORP Technology 8,005.0 $1.1M 0.44% NEW $133.90 +128.0%
38 BUCK SIMPLIFY EXCHANGE TRADED FUN 42,523.0 $1.0M 0.41% NEW $23.85 -1.1%
39 WMT WALMART INC Consumer Defensive 9,721.0 $1.0M 0.41% NEW $103.06 +16.7%
40 VEEV VEEVA SYS INC Healthcare 3,335.0 $994K 0.41% NEW $297.91 -46.2%
Page 2 of 14  ·  270 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 26.4%
Financial Services 17.9%
Communication Services 12.1%
Consumer Cyclical 10.0%
Healthcare 9.2%
Industrials 8.6%
Consumer Defensive 4.5%
Energy 4.3%
Utilities 2.7%
Real Estate 2.3%