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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 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARMK ARAMARK Industrials 14,911.0 $550K 0.18% NEW $36.86 +39.1%
22 USB US BANCORP DEL Financial Services 10,255.0 $547K 0.18% NEW $53.36 +2.8%
23 NTRS NORTHERN TR CORP Financial Services 3,974.0 $543K 0.18% NEW $136.59 +22.8%
24 VIKING HOLDINGS LTD 7,582.0 $541K 0.17% NEW $71.41
25 NOW SERVICENOW INC Technology 3,515.0 $538K 0.17% NEW $153.19 -33.3%
26 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,093.0 $528K 0.17% NEW $103.67 +2.9%
27 DAL DELTA AIR LINES INC DEL Industrials 7,434.0 $516K 0.17% NEW $69.40 +9.7%
28 AMT AMERICAN TOWER CORP NEW Real Estate 2,895.0 $508K 0.17% NEW $175.57 +4.7%
29 PYPL PAYPAL HLDGS INC Financial Services 8,521.0 $497K 0.16% NEW $58.38 -24.2%
30 JLL JONES LANG LASALLE INC Real Estate 1,379.0 $464K 0.15% NEW $336.47 -13.3%
31 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 12,430.0 $460K 0.15% NEW $37.00 -11.1%
32 EXPAND ENERGY CORPORATION 4,057.0 $448K 0.14% NEW $110.36
33 VXUS VANGUARD STAR FDS 5,886.0 $444K 0.14% NEW $75.44 +12.0%
34 PLD PROLOGIS INC. Real Estate 3,353.0 $428K 0.14% NEW $127.66 +14.3%
35 RGA REINSURANCE GRP OF AMERICA I Financial Services 2,041.0 $415K 0.14% NEW $203.46 +5.2%
36 GTLB GITLAB INC Technology 10,724.0 $402K 0.13% NEW $37.53 -28.8%
37 JEF JEFFERIES FINL GROUP INC Financial Services 6,465.0 $401K 0.13% NEW $61.97 -16.1%
38 FIVE FIVE BELOW INC Consumer Cyclical 2,103.0 $396K 0.13% NEW $188.36 +16.5%
39 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,370.0 $393K 0.13% NEW $166.00 +7.0%
40 SRPT SAREPTA THERAPEUTICS INC Healthcare 18,222.0 $392K 0.13% NEW $21.52 -21.9%
Page 2 of 5  ·  100 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%