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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 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHW SCHWAB CHARLES CORP Financial Services 2,747.0 $274K 0.09% -2K -37.2% $99.91 -9.8%
42 VLTO VERALTO CORP Industrials 2,632.0 $263K 0.09% -1K -35.5% $99.78 -13.0%
43 NDAQ NASDAQ INC Financial Services 2,649.0 $257K 0.08% -5K -67.3% $97.13 -6.3%
44 SHOP SHOPIFY INC Technology 1,598.0 $257K 0.08% -620.0 -27.9% $160.97 -36.0%
45 KMI KINDER MORGAN INC DEL Energy 9,117.0 $251K 0.08% -32K -77.9% $27.49 +22.9%
46 EVR EVERCORE INC Financial Services 731.0 $249K 0.08% -429.0 -37.0% $340.25 +1.7%
47 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 6,655.0 $243K 0.08% -9K -58.7% $36.49 +5.2%
48 ZS ZSCALER INC Technology 1,048.0 $236K 0.08% -2K -68.1% $224.92 -24.0%
49 MHK MOHAWK INDS INC Consumer Cyclical 2,151.0 $235K 0.08% -489.0 -18.5% $109.30 -6.3%
50 PG PROCTER AND GAMBLE CO Consumer Defensive 1,586.0 $227K 0.07% -8K -83.9% $143.31 +0.8%
51 RITM RITHM CAPITAL CORP Real Estate 20,254.0 $221K 0.07% -2K -10.6% $10.90 -15.0%
52 FERG FERGUSON ENTERPRISES INC Industrials 991.0 $221K 0.07% -202.0 -16.9% $222.63 +0.3%
53 NEU NEWMARKET CORP Basic Materials 309.0 $212K 0.07% -283.0 -47.8% $687.26 +7.3%
54 BPOP POPULAR INC Financial Services 1,686.0 $210K 0.07% -2K -51.0% $124.52 +20.9%
55 TTC TORO CO Industrials 2,546.0 $200K 0.07% -3K -51.8% $78.72 +15.3%
56 HST HOST HOTELS & RESORTS INC Real Estate 11,187.0 $198K 0.06% -4K -25.6% $17.73 +26.2%
Page 3 of 3  ·  56 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%