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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ATI ATI INC Industrials 2,469.0 $283K 0.09% NEW $114.76 +47.1%
62 MORN MORNINGSTAR INC Financial Services 1,297.0 $282K 0.09% NEW $217.31 -18.2%
63 PB PROSPERITY BANCSHARES INC Financial Services 4,060.0 $281K 0.09% NEW $69.11 +1.1%
64 GS GOLDMAN SACHS GROUP INC Financial Services 319.0 $280K 0.09% NEW $879.00 +13.1%
65 KD KYNDRYL HLDGS INC Technology 10,432.0 $277K 0.09% NEW $26.56 -54.7%
66 HCA HCA HEALTHCARE INC Healthcare 583.0 $272K 0.09% NEW $466.86 -15.9%
67 ACGL ARCH CAP GROUP LTD Financial Services 2,832.0 $272K 0.09% NEW $95.92 -0.6%
68 TGT TARGET CORP Consumer Defensive 2,752.0 $269K 0.09% NEW $97.75 +28.3%
69 DAYFORCE INC 3,873.0 $268K 0.09% NEW $69.16
70 VMI VALMONT INDS INC Industrials 664.0 $267K 0.09% NEW $402.32 +31.5%
71 CNH INDL N V 28,964.0 $267K 0.09% NEW $9.22
72 GLPI GAMING & LEISURE PPTYS INC Real Estate 5,954.0 $266K 0.09% NEW $44.69 +7.2%
73 HAL HALLIBURTON CO Energy 9,272.0 $262K 0.09% NEW $28.26 +45.4%
74 LOW LOWES COS INC Consumer Cyclical 1,086.0 $262K 0.09% NEW $241.16 -12.0%
75 ONTO ONTO INNOVATION INC Technology 1,555.0 $245K 0.08% NEW $157.86 +73.7%
76 RL RALPH LAUREN CORP Consumer Cyclical 692.0 $245K 0.08% NEW $353.61 +8.0%
77 CTA SIMPLIFY EXCHANGE TRADED FUN 8,930.0 $243K 0.08% NEW $27.26 +9.5%
78 PCAR PACCAR INC Industrials 2,220.0 $243K 0.08% NEW $109.51 +2.3%
79 RPM RPM INTL INC Basic Materials 2,332.0 $243K 0.08% NEW $104.00 -1.1%
80 KEY KEYCORP Financial Services 11,634.0 $240K 0.08% NEW $20.64 +5.5%
Page 4 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%