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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 12 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GAP GAP INC Consumer Cyclical 12,034.0 $257K 0.10% NEW $21.39 +9.4%
222 HST HOST HOTELS & RESORTS INC Real Estate 15,032.0 $256K 0.10% NEW $17.02 +31.5%
223 WST WEST PHARMACEUTICAL SVSC INC Healthcare 975.0 $256K 0.10% NEW $262.33 +20.6%
224 SCI SERVICE CORP INTL Consumer Cyclical 3,046.0 $253K 0.10% NEW $83.22 -7.0%
225 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,986.0 $253K 0.10% NEW $84.88 +29.4%
226 CR CRANE COMPANY Industrials 1,369.0 $252K 0.10% NEW $184.14 -2.4%
227 INGR INGREDION INC Consumer Defensive 2,063.0 $252K 0.10% NEW $122.11 -16.1%
228 LEIDOS HOLDINGS INC 1,326.0 $251K 0.10% NEW $188.96
229 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,459.0 $249K 0.10% NEW $101.31 +18.2%
230 PCTY PAYLOCITY HLDG CORP Technology 1,560.0 $248K 0.10% NEW $159.27 -29.0%
231 GWRE GUIDEWIRE SOFTWARE INC Technology 1,079.0 $248K 0.10% NEW $229.86 -39.0%
232 BSX BOSTON SCIENTIFIC CORP Healthcare 2,532.0 $247K 0.10% NEW $97.63 -40.8%
233 IVZ INVESCO LTD Financial Services 10,763.0 $247K 0.10% NEW $22.94 +17.9%
234 PNR PENTAIR PLC Industrials 2,227.0 $247K 0.10% NEW $110.76 -32.4%
235 WDAY WORKDAY INC Technology 1,014.0 $244K 0.10% NEW $240.73 -46.8%
236 NWSA NEWS CORP NEW Communication Services 7,911.0 $243K 0.10% NEW $30.71 -15.7%
237 CVNA CARVANA CO Consumer Cyclical 643.0 $243K 0.10% NEW $377.24 -81.9%
238 BK BANK NEW YORK MELLON CORP Financial Services 2,224.0 $242K 0.10% NEW $108.96 +27.7%
239 AXTA AXALTA COATING SYS LTD Basic Materials 8,339.0 $239K 0.10% NEW $28.62 +2.1%
240 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,673.0 $236K 0.10% NEW $140.78 +49.5%
Page 12 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%