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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 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AA ALCOA CORP Basic Materials 7,286.0 $387K 0.12% NEW $53.14 +34.3%
42 PFE PFIZER INC Healthcare 14,675.0 $365K 0.12% NEW $24.90 +4.0%
43 AVDV AMERICAN CENTY ETF TR 3,880.0 $365K 0.12% NEW $93.97 +15.2%
44 ROP ROPER TECHNOLOGIES INC Industrials 797.0 $355K 0.12% NEW $445.13 -26.6%
45 AXS AXIS CAP HLDGS LTD Financial Services 3,278.0 $351K 0.11% NEW $107.09 -6.7%
46 MRSH MARSH & MCLENNAN COS INC Financial Services 1,871.0 $347K 0.11% NEW $185.52 -11.5%
47 DXCM DEXCOM INC Healthcare 5,160.0 $342K 0.11% NEW $66.37 +8.6%
48 CAT CATERPILLAR INC Industrials 576.0 $330K 0.11% NEW $572.87 +53.6%
49 CCK CROWN HLDGS INC Consumer Cyclical 3,131.0 $322K 0.10% NEW $102.97 -6.1%
50 GIS GENERAL MLS INC Consumer Defensive 6,900.0 $321K 0.10% NEW $46.50 -27.5%
51 UAL UNITED AIRLS HLDGS INC Industrials 2,840.0 $318K 0.10% NEW $111.82 -10.6%
52 SYY SYSCO CORP Consumer Defensive 4,286.0 $316K 0.10% NEW $73.69 +3.5%
53 KDP KEURIG DR PEPPER INC Consumer Defensive 11,197.0 $314K 0.10% NEW $28.01 +4.0%
54 W WAYFAIR INC Consumer Cyclical 3,053.0 $307K 0.10% NEW $100.41 -33.2%
55 TER TERADYNE INC Technology 1,555.0 $301K 0.10% NEW $193.56 +85.2%
56 MRVL MARVELL TECHNOLOGY INC Technology 3,468.0 $295K 0.10% NEW $84.98 +131.0%
57 ECL ECOLAB INC Basic Materials 1,122.0 $295K 0.10% NEW $262.52 -3.5%
58 MMM 3M CO Industrials 1,805.0 $289K 0.09% NEW $160.10 -4.8%
59 MDB MONGODB INC Technology 686.0 $288K 0.09% NEW $419.69 -22.3%
60 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,220.0 $284K 0.09% NEW $88.21 +17.7%
Page 3 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%